2024-03-07T10:21:39-06:00 2023-06-30 860683059 BEACHFLEISCHMAN PLLC 2201 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 850163431 990 2022-07-01 842695008 UA GLOBAL OPERATIONS INC UAGL 5206264165 888 N EUCLID AVENUE 322 TUCSON AZ 85721 JENNY LEE CEO 5206264165 2024-03-05 1 JENNY LEE 999009999 1 KELLY L MELTZER CPA P00633511 6022657011 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNY LEE 888 N EUCLID AVENUE 322 TUCSON AZ 85721 1131624 0 X N/A X 2019 AZ PLAN, IMPLEMENT AND CARRY OUT UARIZONA'S INTERNATIONAL ACTIVITIES. 3 0 0 0 0 0 0 0 818271 1129931 30 1693 0 0 818301 1131624 1316 0 0 0 0 0 0 0 0 813835 1128474 815151 1128474 3150 3150 1699963 529137 1690653 516677 9310 12460 X AT UNIVERSITY OF ARIZONA GLOBAL, OUR MISSION IS TO SET THE STANDARD FOR AN INTERNATIONAL UNIVERSITY IN THE DIGITAL AGE. WE BELIEVE GLOBAL ENGAGEMENT ENRICHES THE UNIVERSITY OF ARIZONA AND POSITIVELY IMPACTS THE WORLD - SO WE ARE PROUD TO SERVE THE UNIVERSITY AS A CENTRAL HUB FOR INTERNATIONAL RESOURCES. 0 0 1105550 0 1129931 UA GLOBAL OPERATIONS (UAGO) WAS INCORPORATED IN APRIL 2019 TO ADVANCE THE MISSION OF THE UNIVERSITY OF ARIZONA (UARIZONA) AND BEGAN OPERATIONS IN OCTOBER 2019. UAGO WAS SPECIFICALLY SET UP TO PLAN, IMPLEMENT, AND CARRY OUT UARIZONA'S INTERNATIONAL ACTIVITIES, INCLUDING PLANNING AND IMPLEMENTING GLOBAL OPERATIONS SUCH AS INTERNATIONAL STUDENT RECRUITMENT, INTERNATIONAL PROGRAM MARKETING, MICROCAMPUS PROGRAM SUPPORT, ETC. 1105550 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X YUWEN WANG 5206264165 888 N EUCLID AVE 322 TUCSON AZ 85721 DR JEFFERY SCHATZBERG DIRECTOR 0.50 39.50 X 0 511970 53153 LISA RULNEY TREASURER AND DIRECTOR 0.50 39.50 X X 0 480562 59923 DR LIESL FOLKS DIRECTOR 0.50 39.50 X 0 477067 46642 DANIEL PALM CEO 10.00 30.00 X 0 253121 53517 YUWEN WANG SECRETARY 10.00 30.00 X 0 143147 34390 0 1865867 247625 0 0 1 0 FIBON BUSINESS CONSULTING 17123 TOWER PALM MAHAGUN MYWOODS GREATER NOIDA WEST IN 201309 INT'L RECRUITMENT 163646 H&A GLOBAL MANAGEMENT SVCS 2011 N CAMPO ALEGRE ROAD SUITE 10 TEMPE AZ 85281 LEGAL CONSULTING 122816 2 GLOBAL OPERATIONS 561000 1119431 1119431 GLOBAL CERTIFICATE PROGRAM 561000 10500 10500 1129931 1693 1693 1131624 1129931 0 1693 X 256276 256276 104693 103790 903 21949 21949 391675 391675 78155 78155 21496 21424 72 233050 233050 21180 21180 1128474 1105550 22924 0 1599923 399905 100040 101732 0 27500 1699963 529137 105067 50522 1585586 466155 1690653 516677 X 9310 12460 9310 12460 1699963 529137 3150 0 X 0 1 X 0 0 X X X 1 UNIVERSITY OF ARIZONA 742652689 6 1 0 1119431 1 0 1119431 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 2 UA GLOBAL OPERATIONS, INC. SUPPORTS THE UNIVERSITY OF ARIZONA (UARIZONA). UARIZONA IS A GOVERNMENTAL UNIT AND THEREFORE IS AN ORGANIZATION DESCRIBED UNDER SECTION 509(A)(1) AS AN ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(V). 0 X 1129931 0 1129931 1693 1693 1131624 1126781 -1693 -1693 1128474 0 1128474 PART X, LINE 2: FINANCIAL STATEMENTS ASC 740 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(3). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EARNED 1,693. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTEREST EARNED -1,693. EAST ASIA AND THE PACIFIC 0 14 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 281027 EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 37396 MIDDLE EAST AND NORTH AFRICA 0 8 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 54493 NORTH AMERICA 0 1 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 7200 SOUTH ASIA 0 15 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 457449 RUSSIA AND NEIGHBORING STATES 0 3 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 73708 SOUTH AMERICA 0 2 PROGRAM SERVICES RECRUITING INTERNATIONAL STUDENTS FOR UNIVERSITY OF ARIZONA 37972 0 49 0 0 0 49 949245 0 949245 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 0 0 0 0 0 0 0 0 DR JEFFERY SCHATZBERG DIRECTOR 0 511970 0 0 0 0 0 30500 0 22653 0 565123 0 526730 LISA RULNEY TREASURER AND DIRECTOR 0 480562 0 0 0 0 0 37167 0 22756 0 540485 0 529126 DR LIESL FOLKS DIRECTOR 0 477067 0 0 0 0 0 21350 0 25292 0 523709 0 492565 DANIEL PALM CEO 0 253121 0 0 0 0 0 31340 0 22177 0 306638 0 139365 YUWEN WANG SECRETARY 0 143147 0 0 0 0 0 18342 0 16048 0 177537 0 142921 FORM 990, PART VI, SECTION A, LINE 2 ALL OFFICERS/DIRECTORS ARE EMPLOYED BY THE UNIVERSITY OF ARIZONA AS FOLLOWS: LISA RULNEY, CFO; DR. LIESL FOLKS, PROVOST AND SENIOR VICE PRESIDENT; JEFFREY SCHATZBERG, VICE DEAN OF ELLER COLLEGE OF MANAGEMENT; DANIEL PALM, ASSOCIATE VICE PRESIDENT, INTERNATIONAL AFFAIRS, AND YUWEN WANG, ASSOCIATE VICE PRESIDENT, FINANCE AND INTERNATIONAL OPERATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF THE UNIVERSITY OF ARIZONA, OR HIS OR HER DESIGNEE, SHALL APPOINT ALL DIRECTORS. THE PRESIDENT OF THE UNIVERSITY OF ARIZONA, OR HIS OR HER DESIGNEE, SHALL ALSO FILL ANY VACANCY OCCURRING ON THE BOARD, AND HAS THE POWER TO REMOVE ANY DIRECTOR WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 8B DURING THE YEAR ENDED JUNE 30, 2023 THERE WERE NO COMMITTEES WITH THE POWER TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND A DRAFT IS PROVIDED TO THE CEO FOR REVIEW. UPON APPROVAL OF THE CEO, A COPY IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS OFFICERS, DIRECTORS, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST. AFTER DISCLOSURE, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OF DIRECTORS OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND AFTER MAKING SUCH FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES THAT MEMBER HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. EACH DIRECTOR, OFFICER, KEY EMPLOYEE, AND MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 UA GLOBAL OPERATIONS DOES NOT COMPENSATE ANY OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 UA GLOBAL OPERATIONS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITING AND CONSULTING: PROGRAM SERVICE EXPENSES 324,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 324,001. INTERNATIONAL VENDORS, SPACE AND SERVICES: PROGRAM SERVICE EXPENSES 67,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,674. UNIVERSITY OF ARIZONA PO BOX 3607 TUCSON AZ 857223607 742652689 PUBLIC UNIVERSITY AZ 115 ARIZONA BOARD OF REGENTS 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 UNIVERSITY OF ARIZONA L 1119431 COST