2026-06-15T13:19:25+00:00 2025-07-31 440160260 Forvis Mazars LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2024-08-01 660201206 SISTEMA UNIVERSITARIO ANA G MENDEZ INCORPORADO SIST 7877510178 PO BOX 21345 SAN JUAN PR 009281345 JOSE F MENDEZ MENDEZ PRESIDENT 7877510178 2026-06-15 true true April Arnold P01559426 5612991820 2026-06-15 2024 2025-03-06 01:10:19Z JOSE F MENDEZ MENDEZ PO BOX 21345 SAN JUAN PR 009281345 224262577 false X WWW.UAGM.EDU X 1950 PR SISTEMA UNIVERSITARIO ANA G. MENDEZ INCORPORADO (SUAGM OR THE INSTITUTION) IS A PRIVATE, NONPROFIT, EDUCATIONAL INSTITUTION THAT OPERATES THREE EDUCATIONAL INSTITUTIONS (CUPEY CAMPUS, CAROLINA CAMPUS, GURABO CAMPUS) AND A NONCOMMERCIAL PUBLIC TELEVISION STATION (SISTEMA TV) IN PUERTO RICO. SUAGM PROMOTES CULTURAL, SOCIAL, ECONOMIC DEVELOPMENT, AND WELL-BEING OF THE PUERTORICAN SOCIETY. ALL INSTITUTIONS, COLLEGES, PROGRAMS OR SCHOOLS ESTABLISHED, DIRECTED AND SUPERVISED BY SUAGM WILL BE NON-SECTARIAN, COEDUCATIONAL, AND WILL NOT PERMIT DISCRIMINATION, ON THE BASIS OF RACE, GENDER, COLOR, NATIONAL ORIGIN, SOCIAL STATUS, PHYSICAL OR MENTAL HANDICAP, NOR ON THE BASIS OF POLITICAL, RELIGIOUS OR SOCIAL BELIEFS. 13 9 3305 9 349057 214044 16884601 17867409 144527315 164684785 1814019 1751551 14935855 15307055 178161790 199610800 10833662 10042175 0 93821988 102322280 0 0 84220284 88667569 188875934 201032024 -10714144 -1421224 360884234 356148375 106570067 97487075 254314167 258661300 X OUR MISSION IS TO PROVIDE OUR STUDENTS WITH AN ATMOSPHERE OF ACADEMIC FREEDOM AND INTELLECTUAL CHALLENGE, THE NECESSARY RESOURCES TO HELP THEM DEVELOP HIGH CULTURAL AND ETHICAL VALUES, CRITICAL THINKING, AND INTELLECTUAL CURIOSITY, LINGUISTIC AND TECHNOLOGICAL SKILLS AS WELL AS PERSONAL AND PROFESSIONAL SKILLS REQUIRED FOR SUCCESS IN THEIR PROFESSIONS AND THEIR DAILY LIVES. ALSO WE PROMOTE THE INTEGRAL DEVELOPMENT OF A DIVERSE STUDENT POPULATION THROUGH RESEARCH, CRITICAL-CREATIVE THINKING, THE CONSTRUCTION OF KNOWLEDGE AND ITS APPLICATION. FURTHERMORE, WE PROMOTE THE DEVELOPMENT OF ETHICAL PRINCIPLES AND VALUES THAT WILL ALLOW THEM TO CONTRIBUTE TO THE WELLBEING OF THE COMMUNITY THROUGH THEIR KNOWLEDGE OF SOCIAL SYSTEMS AND THEIR ROLE AS RESPONSIBLE CITIZENS. false false 70279870 302357 114523302 INSTRUCTION - THE INSTITUTION PROVIDES A COMPLETE INSTRUCTION PROGRAM, ALLOWING THE STUDENTS TO OBTAIN A HIGHER EDUCATION OF QUALITY. IT ALSO SUPPORTS ITS STUDENTS THROUGH ACTIVITIES OTHER THAN FORMAL INSTRUCTION THAT CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AND TO THEIR INTELLECTUAL, CULTURAL AND SOCIAL DEVELOPMENT SUCH AS: STUDENT ACTIVITIES, CULTURAL EVENTS, INTRAMURAL ATHLETICS AND OTHER. CAFETERIAS, PARKING, PRINTING SHOP ARE ALSO MADE AVAILABLE FOR THE BENEFIT OF STUDENTS, FACULTY AND STAFF. 29970038 0 274286 OPERATING AND MAINTENANCE - THESE ARE THE EXPENDITURES INCURRED FOR ACTIVITIES TO PROVIDE SERVICES AND MAINTENANCE OF CAMPUS GROUNDS AND FACILITIES THAT ARE USED FOR EDUCATIONAL AND GENERAL PURPOSES. THESE INCLUDE: ENERGY, WATER AND ANY OTHER UTILITIES NECESSARY FOR THE OPERATION OF PLANT. IT ALSO INCLUDES CUSTODIAL AND JANITORIAL SERVICES FOR BUILDINGS, MAINTENANCE OF GROUNDS, DISASTER PREPAREDNESS, HAZARDOUS WASTE DISPOSAL, AND LOGISTICAL SERVICES SUCH AS CENTRAL RECEIVING. 18483793 1871177 157544 STUDENT SERVICE - THESE ARE THE EXPENDITURES FOR ACTIVITIES OTHER THAN FORMAL INSTRUCTION THAT CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AND TO THEIR INTELLECTUAL, CULTURAL AND SOCIAL DEVELOPMENT SUCH AS: STUDENT ACTIVITIES, CULTURAL EVENTS, INTRAMURAL ATHLETICS AND OTHERS. 8274319 7658761 0 SCHOLARSHIP - THE INSTITUTION'S SCHOLARSHIP PROGRAM PROVIDES GRANTS TO STUDENTS, RESULTING FROM SELECTION BY THE INSTITUTIONS OR FROM AN ENTITLEMENT PROGRAM. IT ALSO PROVIDES TRAINEE STIPENDS. THE RECIPIENTS OF GRANTS ARE NOT REQUIRED TO PERFORM SERVICES FOR THE INSTITUTIONS AS CONSIDERATION FOR THE GRANTS, NOT ARE THEY EXPECTED TO REPAY THE AMOUNT OF THE GRANT TO THE FUNDING SOURCE. 4766928 54813 407195 PUBLIC SERVICES - THE INSTITUTION OPERATES A NON-COMMERCIAL TELEVISION STATION PROVIDING EDUCATIONAL AND CULTURAL PROGRAMS TO STUDENTS AND THE COMMUNITY. SPECIFICALLY, THE ORGANIZATION AIMS TO REACH HIGH SCHOOL DROPOUT STUDENTS, SOCIALLY AND ECONOMICALLY CHALLENGED STUDENTS, ACADEMICALLY OUTSTANDING STUDENTS, AND OTHERS. 4502098 149347 59741137 ACADEMIC SUPPORT - THESE ARE THE EXPENDITURES INCURRED FOR ACTIVITIES AND SERVICES TO PURSUE THE PRIMARY MISSION OF THE INSTITUTION: INSTRUCTION AND RESEARCH. INCLUDES EXPENDITURES SUCH AS LIBRARY BOOKS, AUDIOVISUAL MATERIALS, THOSE RELATED TO STUDENTS' RETENTION, PRESERVATION AND DISPLAY OF EDUCATIONAL AND HISTORICAL MATERIALS, SCIENTIFIC DISPLAYS AND ART OBJECTS. 2369749 5720 27971 RESEARCH - THESE ARE EXPENDITURES INCURRED FOR ACTIVITIES DEVELOPED TO GENERATE RESEARCH OUTCOMES THAT ARE CARRIED OUT WITHIN ACADEMIC DEPARTMENTS. THE RESEARCH PROJECTS ARE COMMISSIONED BY EXTERNAL AGENCIES OR SEPARATELY BUDGETED BY AN ORGANIZATIONAL UNIT WITHIN THE INSTITUTIONS. 1309430 0 3882811 AUXILIARY ENTERPRISES - THESE ARE THE EXPENDITURES INCURRED FOR ESSENTIALLY SELF-SUPPORTING OPERATIONS THAT EXIST TO FURNISH A SERVICE TO STUDENTS, FACULTY AND STAFF, AND INCIDENTALLY TO THE GENERAL PUBLIC. THEY INCLUDE CAFETERIAS, PARKINGS, BOOKSTORES, AND A PRINTING SHOP. 21222524 7868641 64059114 139956225 true true false false false false true true false true true false false true true true false true true false false false false false true false false false true true false false false false false false false true true true false false false false false true true true false false true 0 0 3305 true true true false false false false true true false false false false false false X 13 9 false false false false false false false true true false true true true true true true true true true false false false PR X NATALIA DALMAU 7877510178 PO BOX 21345-1345 SAN JUAN PR 009281345 JOSE F MENDEZ MENDEZ DIRECTOR/PRESIDENT 31.0 9.0 X X 936560 380320 67613 RAFAEL NADAL ARCELAY LEGAL COUNSELOR 30.0 10.0 X X 337008 324952 63829 RENE A SOTO TORRES BOD PRESIDENT 1.0 5.0 X X 0 0 0 DELIA CASTILLO DE COLORADO DIRECTOR 1.0 5.0 X 0 0 0 HERMINIO MARTINEZ DIRECTOR 1.0 5.0 X 0 0 0 MARGARITA T MILLAN DIRECTOR 1.0 1.0 X 120000 0 0 MARIA J RODRIGUEZ MARTINEZ DIRECTOR 1.0 0 X 0 0 0 MIGDALIA TORRES RIVERA DIRECTOR 1.0 5.0 X 0 0 0 MILDRED HUERTAS SOLA DIRECTOR 1.0 0 X 0 0 0 OSCAR JIMENEZ MARTIR DIRECTOR 1.0 0 X 0 0 0 RITA DIMARTINO DIRECTOR 1.0 0 X 0 0 0 UBALDO CATASUS DIRECTOR 1.0 5.0 X 0 0 0 WILFREDO COSME ORTIZ DIRECTOR 1.0 0 X 0 0 0 CARMELO TORRES REYES VP OF FINANCIAL AFFAIRS 30.0 10.0 X 253407 222000 47504 JOHN NAVARRO FERREIRA INTERNAL AUDITOR 40.0 0 X 191200 0 35489 PAUL COLBERG VP TELECOMMUNICATIONS AND TECHNOLOGY 40.0 10.0 X 287122 96000 47470 RAFAEL NADAL BOSCH VP INTERNATIONAL AFFAIRS 40.0 0 X 231834 0 28710 RICARDO RODRIGUEZ DOMENECH EXECUTIVE VP/CHIEF OF STAFF 28.0 12.0 X 389479 356000 59468 VICTORIA DE JESUS VP OF HUMAN RESOURCES 40.0 10.0 X 262494 121000 43354 WALID EL HAGE AROCHO VP OF ADMINISTRATIVE AFFAIRS 40.0 10.0 X 215149 96000 45854 EDGARDO C ROSALY MANFREDI VP OF ACADEMIC AFFAIRS 40.0 10.0 X 216617 9807 45344 EVELYZA CRESPO RIVERA CEO OF CAROLINA CAMPUS 40.0 0 X 146850 0 8244 JOSE BERRIOS CEO OF CUPEY CAMPUS 40.0 0 X 176778 0 16313 ZORAIDA ORTIZ MUNOZ CEO OF TURABO CAMPUS 40.0 0 X 184017 0 16313 CARLOS PADIN ASSOCIATE VP 40.0 0 X 160283 0 6054 JAIME NADAL BOSCH DOCTOR 40.0 0 X 208507 0 34468 JUAN E AYALA ROBLES INTERIM ASSOCIATE VP/ ACADEMIC PROG DIRECTOR 40.0 0 X 165774 0 6054 NATALIA N DALMAU ORTIZ CONTRALOR 40.0 0 X 138173 0 12980 SHAIANA NEGRON PAGAN DEAN OF VETERINARY SCHOOL 40.0 0 X 228417 0 0 4849669 1606079 585061 53 false true false LUMA ENERGY PO BOX 363508 SAN JUAN PR 00903 UTILITIES/ENERGY SERVICES 7410692 GLOBE EXECUTIVE SOLUTION INC URB PEREZ MORRIS CALLE MAYAGUEZ 104 SAN JUAN PR 00917 SECURITY SERVICES 2350042 WELL DONE LLC 104 CALLE MAYAGUEZ SAN JUAN PR 00917 CLEANING SERVICES 1578297 AUTORIDAD DE CARRETERAS 300 AVENIDA JOSE DE DIEGO SAN JUAN PR 00919 ROAD CONSTRUCTION & MAINTENENCE 1370640 INTEIRA CORP 1563-1557 C JUAN PONCE DE LEON SAN JUAN PR 00926 PROJECT MANAGEMENT 1286742 48 14620174 3247235 17867409 TUITION & FEES 611710 162641567 162641567 CONTINUING EDUCATION 611710 1520654 1520654 AUXILIARY ENTERPRISES 611710 522564 522564 0 0 0 0 164684785 3042169 3042169 1405065 721231 683834 0 683834 683834 21875535 250000 22042815 1373338 -167280 -1123338 -1290618 -1290618 307316 461423 -154107 -154107 17173 52970 -35797 -35797 ADMINISTRATIVE SERVICES TO SUBSIDIARY 611710 10182983 10182983 CATERING AND RELATED ACTIVITIES 900099 215044 215044 SISTEMA TV 516100 268620 134013 134607 4146478 4146478 0 0 14813125 199610800 179014246 349057 2380088 10042175 10042175 4370135 4370135 763064 465523 297541 80737444 66674606 14062838 1428226 368635 1059591 7612318 5655323 1956995 7411093 5697087 1714006 338795 3824 334971 326936 326936 211689 211689 14448793 6542989 7905804 0 4668987 18033 4650954 2014629 1452102 562527 2588044 2064526 523518 16580929 16275737 305192 1772281 933112 839169 3077589 2271864 805725 4042285 4042285 19244524 3056116 16188408 3901968 3901968 OTHER EXPENSES 6635087 6635087 BAD DEBT EXPENSES 3482536 3482536 MINOR PP&E PURCHASES 2944642 2338474 606168 MATERIALS & SUPPLIES 2387855 2076508 311347 0 0 0 0 201032024 139956225 61075799 0 6147379 9834847 3482599 3480504 164820 289820 1690448 1877850 0 0 0 0 82614 115087 2167736 2242832 587581626 369370850 223257422 218210776 79144823 72956298 0 11486285 0 6192697 44746393 29461379 360884234 356148375 22975213 23975377 0 0 66771333 56004410 16823521 17507288 106570067 97487075 X 242755986 246452658 11558181 12208642 254314167 258661300 360884234 356148375 X -1421224 1570284 -1712260 5910333 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 2 12.0 0 0 0 1 false 0 2628133 X X X X false 77940765 22875 4439741 568219 211689 81623473 73686553 11479 5091670 203069 645868 77940765 73358297 10000 1168786 215013 635517 73686553 75392222 10000 -1160496 236744 646685 73358297 70898473 25000 5481182 1012433 75392222 0.6908 0.2948 0.0144 false false 36376048 36376048 319164856 180097508 139067348 6281511 5931072 350439 177550189 156567083 20983106 48209022 26775187 21433835 218210776 RIGHT OF USE ASSETS (ASC 842) 13163337 ASSET FOR PENSION BENEFITS 5743941 DUE FROM SUBSIDIARY 2433434 BILLED & UNBILLED GRANTS AND CONTRACTS 3886385 OTHER RECEIVABLES 4020057 OTHER ASSETS 214225 29461379 Federal Income Taxes DUE TO AFFILIATE 183544 RIGHT OF USE LIABILITY (ASC 842) 13817405 LIABILITY FOR OTHER EMPLOYEE BENEFITS (ANNUITIES) 3287089 OTHER LIABILITIES 219250 17507288 X 201579929 1570284 -1748428 -178144 201758073 211689 -2358962 -2147273 199610800 195520536 2358962 2358962 193161574 211689 7658761 7870450 201032024 Schedule D, Part II, Line 9 Conservation easements financial reporting THE INSTITUTION DOES NOT HAVE ANY CONSERVATION EASEMENTS RECORDED ON ITS BOOKS AS OF JULY 31,2025. THEREFORE, THERE IS NO NEED FOR A DISCLOSURE IN THE FINANCIAL STATEMENTS RELATED TO CONSERVATION OF EASEMENTS. HOWEVER, THE INSTITUTION OWNS (AS OF JULY 3, 2025) TWO PROPERTIES (LAND) THAT WERE DONATED TO ESTABLISH AN ENVIRONMENTAL LABORATORY FOR CUPEY'S CAMPUS ENVIRONMENTAL STUDIES SCHOOL. THEY WERE RECORDED AT THE TIME OF DONATION AT MARKET VALUE. Schedule D, Part III, Line 4 Collections of art - description of collections THE GURABO'S CAMPUS MUSEUM AND CENTER FOR HUMANISTIC STUDIES (THE MUSEUM) HAS A COLLECTION OF WORKS OF ART TOTALING $2,628,133 AS JULY 31, 2025. THE COLLECTION'S OBJECT ARE CATEGORIZED IN THREE MAJOR AREAS: ARCHEOLOGY, FINE ARTS AND FOLK ARTS. THE MUSEUM COLLECTS OBJECTS OF CULTURAL HERITAGE REPRESENTATIVE OF PUERTO RICO'S CENTRAL AND EASTERN REGIONS. ALSO, THE MUSEUM COLLECTS WORKS OF ARTS OF NATIONAL RELEVANCE THAT CONTRIBUTE TO THE UNDERSTANDING OF THE PUERTO RICAN CULTURE. THE MUSEUM MISSION IS TO COLLECT, PRESERVE, STUDY AND DISSEMINATE THE ARTISTIC AND HUMANISTIC EXPRESSION OF OUR REGIONAL AND NATIONAL PUERTO RICO CULTURE FOR THE ENJOYMENT AND BENEFIT OF THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. THUS, THE MUSEUM'S MISSION COMPLEMENTS THAT OF SUAGM IN THAT IN ENHANCES OUR STUDENTS AND THE COMMUNITY'S KNOWLEDGE OF THEIR CULTURAL HERITAGE. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INSTITUTION'S ENDOWMENT HAS THREE COMPONENTS: ENDOWMENT,; QUASI ENDOWMENT, AND SCHOLARSHIPS. ENDOWMENT FUNDS ARE SPENT ACCORDING TO THE SPENDING POLICY, AS ESTABLISHED IN THE BOARD OF DIRECTOR'S STATEMENTS OF INVESTMENT POLICY, GUIDELINES AND OBJECTIVES. THE ENDOWMENT CONTAINS DONORS RESTRICTED FUNDS, MAINLY FOR SCHOLARSHIPS AND FUNDS RELATED TO THE ENDOWMENT CHALLENGE GRANT (TITLE III PROGRAM), THAT PROVIDED FUNDS TO THE INSTITUTION THAT WERE MATCHED DOLLAR PER DOLLAR AND WHICH PRINCIPAL IS RESTRICTED FOR A PERIOD OF TWENTY (20) YEARS. RESTRICTIONS UNDER THE TITLE III PROGRAM HAVE BEEN SUBSTANTIALLY COMPLETED, AS THESES GRANTS INITIATED IN THE 1980'S. UNRESTRICTED FUNDS ARE AVAILABLE FOR SPENDING FOR ADMINISTRATIVE (INVESTMENT MANAGEMENT FEES, AMONG OTHERS) AND OPERATIONAL EXPENSES IF APPROVED BY THE BOARD OF DIRECTORS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE INSTITUTION FOLLOWS THE GUIDANCE CONTAINED IN ASC TOPIC 740-10-25. ACCOUNTING FOR UNCERTAINLY INCOME TAXES, ASC 740-10-25 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTABLE FOR FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. BASED UPON ITS EVALUATION, THE INSTITUTION CONCLUDE THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITION REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SCHOLARSHIPS - -7658761 INCOME LOSS ON INVESTMENT SUBSIDIARY - 6287383 OTHER COMPONENT OF NET PERIODIC PENSION INCOME - 301984 PENSION RELATED CHANGES OTHER THAN NET PERIODIC COST - -679034 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements INVENTORY COGS - -52970 RENTAL EXPENSES - -721231 FUNDRAISING EXPENSES - -461423 LOSS ON DISPOSAL OF PPE - -1123338 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 INVENTORY COGS - 52970 RENTAL EXPENSES - 721231 FUNDRAISING EXPENSES - 461423 LOSS ON DISPOSAL OF PPE - 1123338 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements SCHOLARSHIPS - 7658761 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE INSTITUTION IS IN COMPLIANCE WITH REV. PROC. 75-70. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE INSTITUTION PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS, WHICH ARE AUDITED ANNUALLY IN ACCORDANCE WITH RELATED REGULATIONS. STUDENTS AT SUAGM'S CAMPUSES ARE ELIGIBLE AND RECEIVE GRANTS FROM US AND PUERTO RICO GOVERNMENTS, MAINLY TITLE IV FUNDS FROM THE FEDERAL DEPARTMENT OF EDUCATION (DE). OTHER SOURCES OF FINANCIAL AID FOR TEACHER TRAINING, STUDIES IN NURSING, VETERANS, DISABLE, AMONG OTHERS, ARE PROVIDED THROUGH FEDERAL AGENCIES (DE, DHHS, ETC). GOLF TOURNAMENT 158420 158420 273551 International School of Hospitality and Culinary Arts (ISHCA) Events 128043 128043 59040 3724 125108 1 20853 20853 307316 307316 59040 3724 398659 461423 -154107 true COLLEGE WORK STUDY 918 2383414 SCHOLARSHIPS AND STIPENDS 12871 7658761 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds FINANCIAL AID ASSITANCE IS AWARDED BASED ON US FEDERAL STATE, AND PRIVATE GUIDELINES AS REQUIRED BY THE CORRESPONDING TYPE OF ASSISTANCE. X X X X X true true X X X X X false false false false false false false false false JOSE F MENDEZ MENDEZ DIRECTOR/PRESIDENT 560000 330320 78000 50000 298560 0 24000 24000 8932 10681 969492 415001 0 0 RAFAEL NADAL ARCELAY LEGAL COUNSELOR 216000 264952 50000 0 71008 60000 24000 24000 9781 6048 370789 355000 0 0 RICARDO RODRIGUEZ DOMENECH EXECUTIVE VP/CHIEF OF STAFF 274401 296000 55000 0 60078 60000 24000 24000 11468 0 424947 380000 0 0 PAUL COLBERG VP TELECOMMUNICATIONS AND TECHNOLOGY 210000 96000 45000 0 32122 0 24000 12000 11470 0 322592 108000 0 0 VICTORIA DE JESUS VP OF HUMAN RESOURCES 205998 121000 50000 0 6496 0 24000 12000 7354 0 293848 133000 0 0 WALID EL HAGE AROCHO VP OF ADMINISTRATIVE AFFAIRS 157500 96000 50000 0 7649 0 24000 12000 9854 0 249003 108000 0 0 CARMELO TORRES REYES VP OF FINANCIAL AFFAIRS 196200 222000 50000 0 7207 0 24000 12000 11504 0 288911 234000 0 0 RAFAEL NADAL BOSCH VP INTERNATIONAL AFFAIRS 192000 0 20000 0 19834 0 24000 0 4710 0 260544 0 0 0 JOHN NAVARRO FERREIRA INTERNAL AUDITOR 169000 0 15000 0 7200 0 24000 0 11489 0 226689 0 0 0 JOSE BERRIOS CEO OF CUPEY CAMPUS 131518 0 30000 0 15260 0 10000 0 6313 0 193091 0 0 0 ZORAIDA ORTIZ MUNOZ CEO OF TURABO CAMPUS 130817 0 40000 0 13200 0 10000 0 6313 0 200330 0 0 0 EDGARDO C ROSALY MANFREDI VP OF ACADEMIC AFFAIRS 153417 9807 50000 0 13200 0 24000 12000 9344 0 249961 21807 0 0 EVELYZA CRESPO RIVERA CEO OF CAROLINA CAMPUS 130340 0 10000 0 6510 0 0 0 8244 0 155094 0 0 0 JAIME NADAL BOSCH DOCTOR 188050 0 15000 0 5457 0 24000 0 10468 0 242975 0 0 0 NATALIA N DALMAU ORTIZ CONTRALOR 120000 0 3583 0 14590 0 12000 0 980 0 151153 0 0 0 CARLOS PADIN ASSOCIATE VP 156700 0 3583 0 0 0 0 0 6054 0 166337 0 0 0 JUAN E AYALA ROBLES INTERIM ASSOCIATE VP/ ACADEMIC PROG DIRECTOR 96000 0 3483 0 66291 0 0 0 6054 0 171828 0 0 0 SHAIANA NEGRON PAGAN DEAN OF VETERINARY SCHOOL 214484 0 3583 0 10350 0 0 0 0 0 228417 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel FIRST CLASS OR CHARTER TRAVEL- THE INSTITUTION'S TRAVEL POLICY ESTABLISHES THAT THE PRESIDENT MAY TRAVEL IN FIRST CLASS AND THOSE OFFICERS THAT TRAVEL WITH THE PRESIDENT OF OFFICIAL BUSINESS TRIP MAY TRAVEL IN BUSINESS CLASS. ALSO, THE INSTITUTION PAYS TRAVEL EXPENSES IN BUSINESS CLASS FOR THE PRESIDENT OF THE BOARD WHEN TRAVELLING TO BOARD-RELATED ACTIVITIES OR SEMINARS SUCH AS THE BOARD'S ANNUAL SEMINAR, THE ASSOCIATION OF GOVERNING BOARD'S CONFERENCE, AMONG OTHERS. Schedule J, Part I, Line 1a Travel for companions TRAVEL FOR COMPANION- THE PRESIDENT'S SPOUSE ACCOMPANIES HIM AT THE INSTITUTION'S EXPENSE WHEN THEY TRAVEL ON OFFICIAL BUSINESS TRIPS, AND SO DO THE SPOUSES OF THE MEMBERS OF THE BOARD. THE COSTS ARE REPORTED AS TAXABLE TO THE RECIPIENTS. Schedule J, Part I, Line 1a Housing allowance or residence for personal use HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE INSTITUTION OWNS AND RENTS SEVERAL PROPERTIES THAT ARE USED AS RESIDENCE FOR THE PRESIDENT'S AND EXECUTIVE MEMBERS OF HIS STAFF. THE RENT MARKET VALUE OF THESE PROPERTIES IS CLASSIFIED AND REPORTED AS TAXABLE TO THE RECIPIENTS. Schedule J, Part I, Line 1a Health or social club dues or initiation fees HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES - THE INSTITUTION COVERS THE COST OF MEMBERSHIP AT LOCAL HOTELS TO BE USED FOR OFFICIAL ACTIVITIES. THE COSTS ARE REPORTED AS TAXABLE TO THE RECIPIENTS. Schedule J, Part I, Line 1a Personal services PERSONAL SERVICES - THE INSTITUTION COVERS THE COST OF A CHAUFFEUR FOR THE PRESIDENT AND MAID SERVICES AT THE PRESIDENT'S RESIDENCE. THE COSTS ARE REPORTED AS TAXABLE TO THE RECIPIENTS. Calapedi LLC Member of the entity is a Director of the Board , Migdalia Torres Rivera 59455 Independent Contractor false Evaluation & Development President of the entity is a Director of the Board, Herminio Martinez 78125 Independent Contractor false Carolyn Garn Family of a Director of the Board , Migdalia Torres 74842 Employment false Ral De Jess De Jess Family of a Key Employee , Victoria De Jesus 29343 Employment false Eileen M Rodriguez Domenech Family of Director Jose F. Mendez and Key Employee Ricardo Rodriguez 117614 Employment false Fabiola A Trigo Rodrguez Family of Director Jose F. Mendez 75003 Employment false Jose F Mndez Lloveras Family of Director Jose F. Mendez 69156 Employment false Jos Mndez Santos Family of Director Jose F. Mendez 52368 Employment false Vicente Mendez Rodriguez Family of Director Jose F. Mendez 30218 Employment false Ana Grecia Mndez Family of Director Jose F. Mendez 39100 Employment false Francisco Milln Torres Family of Director of the Board, Margarita Torres Millan 61880 Employment false Dra Keyla B Garca Crescioni Family of Director of the Board, Margarita Torres Millan 71301 Employment false Alan Bair Stone Family of Key Highest Compensated Employee, Juan E Ayala 20268 Employment false Jorge Berrios Lugo Family of Key Employee, Jose Berrios 121973 Employment false Form 990, Part III, Line 4d Description of other program services (Expenses $ 8,274,319 including grants of $ 7,658,761)(Revenue $ 0) SCHOLARSHIP - THE INSTITUTION'S SCHOLARSHIP PROGRAM PROVIDES GRANTS TO STUDENTS, RESULTING FROM SELECTION BY THE INSTITUTIONS OR FROM AN ENTITLEMENT PROGRAM. IT ALSO PROVIDES TRAINEE STIPENDS. THE RECIPIENTS OF GRANTS ARE NOT REQUIRED TO PERFORM SERVICES FOR THE INSTITUTIONS AS CONSIDERATION FOR THE GRANTS, NOT ARE THEY EXPECTED TO REPAY THE AMOUNT OF THE GRANT TO THE FUNDING SOURCE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 4,766,928 including grants of $ 54,813)(Revenue $ 407,195) PUBLIC SERVICES - THE INSTITUTION OPERATES A NON-COMMERCIAL TELEVISION STATION PROVIDING EDUCATIONAL AND CULTURAL PROGRAMS TO STUDENTS AND THE COMMUNITY. SPECIFICALLY, THE ORGANIZATION AIMS TO REACH HIGH SCHOOL DROPOUT STUDENTS, SOCIALLY AND ECONOMICALLY CHALLENGED STUDENTS, ACADEMICALLY OUTSTANDING STUDENTS, AND OTHERS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 4,502,098 including grants of $ 149,347)(Revenue $ 59,741,137) ACADEMIC SUPPORT - THESE ARE THE EXPENDITURES INCURRED FOR ACTIVITIES AND SERVICES TO PURSUE THE PRIMARY MISSION OF THE INSTITUTION: INSTRUCTION AND RESEARCH. INCLUDES EXPENDITURES SUCH AS LIBRARY BOOKS, AUDIOVISUAL MATERIALS, THOSE RELATED TO STUDENTS' RETENTION, PRESERVATION AND DISPLAY OF EDUCATIONAL AND HISTORICAL MATERIALS, SCIENTIFIC DISPLAYS AND ART OBJECTS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 2,369,749 including grants of $ 5,720)(Revenue $ 27,971) RESEARCH - THESE ARE EXPENDITURES INCURRED FOR ACTIVITIES DEVELOPED TO GENERATE RESEARCH OUTCOMES THAT ARE CARRIED OUT WITHIN ACADEMIC DEPARTMENTS. THE RESEARCH PROJECTS ARE COMMISSIONED BY EXTERNAL AGENCIES OR SEPARATELY BUDGETED BY AN ORGANIZATIONAL UNIT WITHIN THE INSTITUTIONS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,309,430 including grants of $ 0)(Revenue $ 3,882,811) AUXILIARY ENTERPRISES - THESE ARE THE EXPENDITURES INCURRED FOR ESSENTIALLY SELF-SUPPORTING OPERATIONS THAT EXIST TO FURNISH A SERVICE TO STUDENTS, FACULTY AND STAFF, AND INCIDENTALLY TO THE GENERAL PUBLIC. THEY INCLUDE CAFETERIAS, PARKINGS, BOOKSTORES, AND A PRINTING SHOP. Form 990, Part VI, Line 11b Review of form 990 by governing body THE INFORMATION REQUIRED TO COMPILE FORM 990 WAS BASED ON THE INSTITUTION'S AUDITED FINANCIAL STATEMENTS. SUPPLEMENTAL INFORMATION WAS GATHERED FROM SUAGM'S ACCOUNTING SYSTEM. FOR THIS REPORTING PERIOD, THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED BY THE CONTROLLER, AND APPROVED BY THE VICE PRESIDENT FOR FINANCIAL AFFAIRS. A COPY OF THIS FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING IT. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY COMPLETE A FORM TO DISCLOSE CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST. THE PROCESS IS CONDUCTED BY THE SECRETARY OF THE BOARD, AND FORMS ARE KEPT IN FILE AT THE BOARD'S OFFICE. ALSO, A CONFLICT OF INTEREST DISCLOSURE IS ADMINISTERED TO ALL EMPLOYEES AND FACULTY MEMBERS THAT PARTICIPATE IN FEDERALLY FUNDED PROJECTS. THIS PROCESS IS ADMINISTERED BY THE VICE-PRESIDENCY OF HUMAN RESOURCES. THE POLICY IS ALSO DISCUSSED AS PART OF THE TRAINING PROGRAM FOR NEW EMPLOYEES AND AT OTHER ACTIVITIES INVOLVING STAFF AND FACULTY. A MEMORANDUM IS DISTRIBUTED THROUGH THE INSTITUTION'S INTERNAL COMMUNICATION TO ALL THE UNIVERSITY'S COMMUNITY TO MAKE THEM AWARE OF THE CONFLICT OF INTEREST POLICY IN FORCE. When directors or the officer who has declared a conflict of interest-or has been found to have one-regarding any matter under consideration, they must refrain from participating in the evaluation and deliberation of the proposed transaction. The individual(s) involved shall not vote on such matters nor be present during the deliberation process. If any conflict-of-interest matter requires resolution by vote of the Governance Committee or the full Board of Directors, the individuals in conflict may not be present at the time of the vote. IF THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES THAT AN INTERESTED PERSON HAS IN FACT HAS FAILED TO APPROPRIATELY DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE WHATEVER DISCIPLINARY ACTION, CORRECTIVE ACTION, OR BOTH, IT DEEMS APPROPRIATE IN ITS SOLE AND UNREVIEWABLE DISCRETION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND OFFICER ARE REVIEWED BY AN INDEPENDENT CONSULTING GROUP WHICH USES COMPARABLE DATA TO THEIR INDUSTRY. THE RESULTS OF THE PRESIDENT'S COMPENSATION IS THEN PRESENTED TO THE BOARD OF DIRECTOR FOR ITS APPROVAL. Form 990, Part VI, Line 19 Required documents available to the public THE INSTITUTION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE SECRETARY OF THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST POLICY IS AVAILABLE THROUGH WEBSITE AND THROUGH THE VICE-PRESIDENCY OF HUMAN RESOURCES. INTERIM AND AUDITED FINANCIAL STATEMENTS ARE ROUTINELY DISTRIBUTED TO BANKS AS CREDITORS AND ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE VICE-PRESIDENCY FOR FINANCIAL AFFAIRS. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISCELLANEOUS REVENUE - Total Revenue: 4146478, Related or Exempt Function Revenue: 4146478, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances INCOME LOSS ON INVESTMENT SUBSIDIARY - 6287383; OTHER COMPONENT OF NET PERIODIC PENSION INCOME - 301984; PENSION RELATED CHANGES OTHER THAN NET PERIODIC COST - -679034; Total - 5910333; ANA G MENDEZ UNIVERSITY INC 5575 S SEMORAN BLVD SUITE 505 ORLANDO FL 32822 412096004 HIGHER EDUCATION FL 501(c)(3) 2 SISTEMA UNIVERSITARIO ANA G MENDEZ INC true true false false false true false false false false false false true true false false true true false false ANA G MENDEZ UNIVERSITY INC A 26351 FMV ANA G MENDEZ UNIVERSITY INC L 10182983 FMV ANA G MENDEZ UNIVERSITY INC M 1165422 FMV ANA G MENDEZ UNIVERSITY INC P 723755 FMV ANA G MENDEZ UNIVERSITY INC Q 1062213 FMV ANA G MENDEZ UNIVERSITY INC E 11698939 FMV