2026-06-16T12:15:36-05:00 2025-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-09-01 952789388 SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SOUT 2133565330 960 E 3RD STREET LOS ANGELES CA 90013 DAVID JUAREZ CFO 2133565330 2026-06-15 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2026-06-15 2024 2025-03-06 01:10:19Z WINKA DUBBELDAM 960 E 3RD STREET LOS ANGELES CA 90013 41631762 0 X WWW.SCIARC.EDU X 1972 CA THE SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE IS A FULLY ACCREDITED SCHOOL. 20 18 421 20 -2506 0 1101228 2339766 28050889 26939719 777504 1425321 43114 218120 29972735 30922926 7439352 8010329 0 0 16262427 15975079 0 0 369078 8020790 8000272 31722569 31985680 -1749834 -1062754 92351018 93908801 21467570 20371726 70883448 73537075 THE SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE IS A FULLY ACCREDITED SCHOOL OF ARCHITECTURE OFFERING BACHELOR AND MASTERS DEGREES. 0 0 23894835 8010329 27101939 THE SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE IS A FULLY ACCREDITED SCHOOL FOR ARCHITECTURE OFFERING BACHELOR AND MASTERS DEGREES. THE ENROLLMENT FOR THE INSTITUTION RANGES BETWEEN 400 AND 450 STUDENTS. 23894835 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 258 0 1 421 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID JUAREZ 2133565330 960 E 3RD STREET LOS ANGELES CA 90013 HERNAN DIAZ ALONSO DIRECTOR/CEO/INSTRUCTOR 40.00 X X 533349 0 70450 MAXI SPINA TRUSTEE FACULTY/INSTRUCTOR (AS OF 9/24) 40.00 X 112849 0 15771 THOMAS STRICKLER CHAIR 8.00 X X 0 0 0 SUZANNE BODA VICE CHAIR 8.00 X X 0 0 0 BYRON MERRITT VICE CHAIR 8.00 X X 0 0 0 DAN SWARTZ TREASURER 8.00 X X 0 0 0 PHOEBE YEE SECRETARY 8.00 X X 0 0 0 BARBARA BESTOR TRUSTEE 4.00 X 0 0 0 BARBARA BOUZA TRUSTEE (AS OF 1/25) 4.00 X 0 0 0 ROY CHOI TRUSTEE 4.00 X 0 0 0 JOSEPH DAY TRUSTEE 4.00 X 0 0 0 BRYAN FLAIG TRUSTEE 4.00 X 0 0 0 FRANK O GEHRY TRUSTEE 4.00 X 0 0 0 FERNANDO GUTIERREZ TRUSTEE 4.00 X 0 0 0 SAMUEL LAY TRUSTEE (AS OF 9/24) 4.00 X 0 0 0 THOM MAYNE TRUSTEE 4.00 X 0 0 0 JERRY NEUMAN TRUSTEE 4.00 X 0 0 0 KEVIN RATNER TRUSTEE 4.00 X 0 0 0 STEVEN SONG TRUSTEE 4.00 X 0 0 0 SAM TELLER TRUSTEE 4.00 X 0 0 0 SUE GOSNEY CFO (THRU 5/25) 40.00 X 233962 0 23047 ELENA MANFERDINI GRADUATE PROGRAM CHAIR / INSTRUCTOR 40.00 X 304767 0 27286 JOHN ENRIGHT VICE-DIR CHIEF ACADEMIC OFF./ INSTRUCTOR 40.00 X 299350 0 26592 MARCELYN GOW UNDERGRADUATE PROGRAM CHAIR/INSTRUCTOR 40.00 X 243543 0 21937 DAVID RUY POST GRADUATE PROGRAM CHAIR / INSTRUCTOR 40.00 X 252684 0 9000 KRISTY HEATHER BALLIET UNDERGRADUATE PROGRAM CHAIR/INSTRUCTOR 40.00 X 194762 0 20718 ERIK GHENOIU INSTRUCTOR 40.00 X 229350 0 22761 LIAM YOUNG INSTRUCTOR 40.00 X 205000 0 21000 HOWARD COY INSTRUCTOR 40.00 X 191167 0 19573 ERIC MOSS INSTRUCTOR 40.00 X 189625 0 12106 PAUL HOLLIDAY CHIEF ADMINISTRATIVE OFFICER 40.00 X 185018 0 11198 MARCELO SPINA FORMER TRUSTEE/FACULTY/INSTRUCTOR 40.00 X 150000 0 18000 MIRA HENRY FORMER TRUSTEE/FACULTY/INSTRUCTOR 40.00 X 112133 0 6728 3437559 0 326167 49 1 1 0 SECURITAS SECURITY SERVICES USA INC PO BOX 57220 LOS ANGELES CA 90074 SECURITY 764716 HC CLEANING SERVICES LLC 2801 1/2 LA SALLEAVE LOS ANGELES CA 90074 CUSTODIAL/JANITOR 500335 CDW GOVERNMENT INC 75 REMITTANCE DR SUITE 1515 CHICAGO IL 61675 HARDWARE/SOFTWARE 364093 ALLIANCE BERNSTEIN LP 1999 AVENUE OF THE STARS 21ST FLOO LOS ANGELES CA 90067 INVESTMENT MANAGEMENT 319284 JENZABAR PO BOX 55018 BOSTON MA 022055018 CUSTODIAL/JANITOR 101974 5 31028 14610 2294128 410615 2339766 TUITION AND FEES 611110 26842621 26842621 OTHER INCOME 611110 97098 97098 26939719 1096494 -2506 1099000 10881000 10552173 328827 328827 328827 5172 31028 5172 0 313711 151491 162220 162220 PARKING 812930 55900 55900 55900 30922926 27101939 -2506 1483727 8010329 8010329 2324543 1238371 980439 105733 524206 524206 10847596 7658958 3062974 125664 570641 389797 169303 11541 770513 442370 305183 22960 937580 650119 272135 15326 127160 127160 128221 128221 5276 5276 319284 319284 850798 351789 497637 1372 1396743 1186779 182752 27212 218792 1426 217350 16 2916129 1824658 1068866 22605 409073 217999 165137 25937 479620 417269 59953 2398 788390 685899 98549 3942 SUPPLIES 300786 234866 61548 4372 60000 60000 31985680 23894835 7721767 369078 5834173 5986271 723090 1232318 96905 334145 98265 102012 555102 746593 42851238 14166066 28961310 28685172 48157140 48421202 7850234 8311058 74799 90030 92351018 93908801 1911196 1771443 13244801 12714602 6311573 5885681 21467570 20371726 X 64863448 66854075 6020000 6683000 70883448 73537075 92351018 93908801 X -1062754 3713875 2506 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 528 0 0 0 528 0 PART II-B, LINE 1: SCI-ARC PAID MEMBERSHIP DUES IN THE AMOUNT OF $5,276 TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES ("AICCU"). AICCU'S GOOD-FAITH ESTIMATE OF THE PERCENTAGE OF MEMBERSHIP DUES THAT WILL BE USED FOR LOBBYING DURING THE JULY 1, 2024-JUNE 30, 2025 MEMBERSHIP YEAR IS TEN (10%) PERCENT. 6805000 1475478 165737 252215 8194000 5725940 273727 993717 188384 6805000 5221000 311949 417191 224200 5725940 5947000 411865 -966815 171050 5221000 4568000 703853 954590 76500 202943 5947000 0.21000 0.79000 0.00000 0 0 17159593 17159593 15000865 5269368 9731497 202696 193683 9013 5120943 4216100 904843 5367141 4486915 880226 28685172 BERNSTEIN AND OFFIT ALTERNATIVE INVESTMENT FUNDS 8311058 F 8311058 STUDENT DEPOSITS 5796230 OPERATING LEASE LIABILITY 89451 5885681 X 26461184 3713875 151490 3865365 22595819 319284 8007823 8327107 30922926 23807557 151490 151490 23656067 319284 8010329 8329613 31985680 PART V, LINE 4: TO PROVIDE AWARDS TO STUDENT FINANCIAL AID IN THE FORM OF SCHOLARSHIPS. PART X, LINE 2: SCI-ARC IS A NON-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO THE CODE AND UNDER CORRESPONDING SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. SCI-ARC FILES INFORMATION RETURNS AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED SCIARC'S MATERIAL TAX POSITIONS; THERE WERE NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 151,490. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDED SCHOLARSHIPS 8,010,329. INCOME FROM PARTNERSHIPS -2,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 151,490. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDED SCHOLARSHIPS 8,010,329. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL BROCHURES AS WELL AS THE STUDENT HANDBOOK WHICH IS POSTED ON THE SCHOOL'S WEBSITE INCLUDE A STATEMENT OF THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY. THE POLICY IS ALSO POSTED ON THE HOMEPAGE OF THE SCHOOL'S WEBSITE: HTTPS://WWW.SCIARC.EDU/ SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION AND FROM THE NATIONAL ENDOWMENT FOR THE ARTS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 8797321 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES MARKETING & RECRUITMENT 6000 0 1 0 0 0 1 8803321 0 8803321 1 0 1 1 1 0 GALA 36200 31028 5172 5172 36200 31028 5172 5172 5172 0 1 SCHOLARSHIPS/GRANTS FOR STUDENTS 326 8010329 PART I, LINE 2: PROCEDURES FOR MONITORING OF SCHOLARSHIPS - THE FINANCE OFFICE WORKS WITH ACADEMIC AFFAIRS TO DETERMINE NEW AND CONTINUING SCHOLARSHIPS BUDGETS. THE PROGRAM CHAIRS, FACULTY REVIEW COMMITTEES, AND ADMISSIONS OFFICES SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING AND NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE NOTIFIES THE FINANCE OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. EACH TERM THE FINANCIAL AID OFFICE AND FINANCE OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. THE ADVANCEMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED). PROCEDURES FOR MONITORING OTHER AWARDS AND PRIZES - AWARD/PRIZE RECIPIENTS ARE DETERMINED BY CRITERIA ESTABLISHED BY THE RESPECTIVE ACADEMIC DEPARTMENTS. THESE DEPARTMENTS WORK WITH THE FINANCE OFFICE TO MAKE SURE THAT THE AWARD FUNDS ARE DISBURSED TO THE SELECTED STUDENT. THE ADVANCEMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED PRIZE FUNDS (ENDOWED OR ANNUALLY FUNDED). PROCEDURES FOR MONITORING RESEARCH GRANTS - RESEARCH GRANT BUDGETS AND REPORTS ARE ADMINISTERED AND MONITORED BY THE SPONSORED RESEARCH DEPARTMENT AND THE RESPECTIVE DEPARTMENT OR INDIVIDUAL RECEIPEINT OF THE GRANT AWARD. BASED ON THE TIMEFRAME FOR THE GRANT, EXPENSES ARE REPORTED AND SUBSTANTIATED AT KEY MILESTONES OR AT THE CONCLUSION OF THE PROJECT. FINAL REPORTING IS COORDINATED WITH THE GRANT WRITER AND THE FINANCE OFFICE. X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 HERNAN DIAZ ALONSO DIRECTOR/CEO/INSTRUCTOR 530949 0 0 0 2400 0 19800 0 50650 0 603799 0 0 0 ELENA MANFERDINI GRADUATE PROGRAM CHAIR / INSTRUCTOR 304167 0 0 0 600 0 18286 0 9000 0 332053 0 0 0 JOHN ENRIGHT VICE-DIR CHIEF ACADEMIC OFF./ INSTRUCTOR 298750 0 0 0 600 0 17592 0 9000 0 325942 0 0 0 MARCELYN GOW UNDERGRADUATE PROGRAM CHAIR/INSTRUCTOR 242943 0 0 0 600 0 12937 0 9000 0 265480 0 0 0 DAVID RUY POST GRADUATE PROGRAM CHAIR / INSTRUCTOR 252084 0 0 0 600 0 0 0 9000 0 261684 0 0 0 SUE GOSNEY CFO (THRU 5/25) 233512 0 0 0 450 0 14047 0 9000 0 257009 0 0 0 ERIK GHENOIU INSTRUCTOR 228750 0 0 0 600 0 13761 0 9000 0 252111 0 0 0 LIAM YOUNG INSTRUCTOR 205000 0 0 0 0 0 12000 0 9000 0 226000 0 0 0 KRISTY HEATHER BALLIET UNDERGRADUATE PROGRAM CHAIR/INSTRUCT 194162 0 0 0 600 0 11718 0 9000 0 215480 0 0 0 HOWARD COY INSTRUCTOR 191167 0 0 0 0 0 11470 0 8103 0 210740 0 0 0 ERIC MOSS INSTRUCTOR 189625 0 0 0 0 0 11378 0 728 0 201731 0 0 0 PAUL HOLLIDAY CHIEF ADMINISTRATIVE OFFICER 184418 0 0 0 600 0 11101 0 97 0 196216 0 0 0 MARCELO SPINA FORMER TRUSTEE/FACULTY/INSTRUCTOR 150000 0 0 0 0 0 9000 0 9000 0 168000 0 0 0 MIRA HENRY FORMER TRUSTEE/FACULTY/INSTRUCTOR 112133 0 0 0 0 0 6728 0 0 0 118861 0 0 0 SCHEDULE J, PART III, LINE 1A: THE CEO TRAVELS FIRST CLASS FOR BUSINESS PURPOSES WHEN BUSINESS CLASS IS UNAVAILABLE. THE SOCIAL CLUB DUES ARE PROVIDED FOR THE CEO. THE DUES ARE INCLUDED IN TAXABLE WAGES AND REIMBURSEMENT FOR THE DUES PLUS TAX GROSS UP PAYMENTS ARE PAID TO THE CEO. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY. A CA MUNI FINANCE AUTHORITY 201569466 13048VAA6 2017-12-19 16467628 ADV REFUNDING OF 2011 BONDS 0 0 0 A 2615000 16467628 129184 308444 16030000 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 MARIA PITA SPOUSE OF CEO 146260 COMPENSATION RECEIVED FOR SERVICES AS AN INSTRUCTOR 0 MARGARET GRIFFIN SPOUSE OF KEY EMPLOYEE 115360 COMPENSATION RECEIVED FOR SERVICES AS AN INSTRUCTOR 0 KAREL RUY KLEIN SPOUSE OF KEY EMPLOYEE 96820 COMPENSATION RECEIVED FOR SERVICES AS AN INSTRUCTOR 0 X 17715 FMV X 45900 FMV X SOFTWARE LICENSES 2 347000 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 KEVIN RATNER IS IN A BUSINESS RELATIONSHIP WITH JERRY NEUMAN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IT IS ALSO DISTRIBUTED TO THE MEMBERS OF BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR THERE IS A WRITTEN SURVEY THAT EVERY BOARD MEMBER IS REQUIRED TO COMPLETE. IF INTERESTS ARISE DURING THE YEAR, THEY ARE DISCLOSED AT THE QUARTERLY BOARD MEETINGS. THE INTERESTED PERSON IS TYPICALLY EXPECTED TO RECUSE THEMSELVES. IF ALLOWED TO STAY FOR DISCUSSION, THEN THEY ABSTAIN FROM ANY DECISION MAKING VOTING OR ARE ASKED TO LEAVE THE ROOM WHILE THE BOARD DELIBERATES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES ENGAGES AN OUTSIDE INDEPENDENT CONSULTANT AND REVIEWS COMPENSATION INFORMATION FROM VARIOUS SURVEYS AND REPORTS FROM SIMILAR INSTITUTIONS TO SET THE COMPENSATION FOR THE CEO AT HIRING OR TERM RENEWAL AND FOR ANY SIGNIFICANT ADJUSTMENT TO THE CEO SALARY. THE BOARD, OR THE EXECUTIVE COMMITTEE OF THE BOARD WITH RESPECT TO CERTAIN LIMITED FLUCTUATIONS, CONSIDERS COMPARABLE COMPENSATION INFORMATION FROM SIMILAR INSTITUTIONS PROVIDED BY AN OUTSIDE CONSULTANT FOR THE CFO. THE CFO'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. COMPENSATION FOR OTHER KEY EMPLOYEES IS SET BY THE CEO TAKING INTO ACCOUNT COMPARABLE COMPENSATION INFORMATION PROVIDED BY AN OUTSIDE CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: INCOME FROM PARTNERSHIPS 2,506.