GOLDEN GATE UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GOLDEN GATE UNIVERSITY (EIN 94-1585735)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-20
- IRS object ID
- 202430809349300708
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-20T09:09:03-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941585735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDEN GATE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 4154427859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FIKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4154427859 | PhoneNum |
| Signature | 2024-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FIKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| Preparation | 2024-03-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID FIKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,614,770 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GGU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CHANGE THE LIVES OF ADULT STUDENTS THROUGH PROFESSIONAL PRACTICE DEGREES AND CERTIFICATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 786 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,813,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,872,049 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,710,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,540,512 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,830,072 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,403,936 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,204,911 | PYOtherRevenueAmt |
| CY Other Revenue | $780,556 | CYOtherRevenueAmt |
| PY Total Revenue | $81,559,491 | PYTotalRevenueAmt |
| CY Total Revenue | $51,789,181 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,454,668 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,281,675 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,283,471 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,577,615 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,983,774 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,045,003 | PYOtherExpensesAmt |
| CY Other Expenses | $17,570,770 | CYOtherExpensesAmt |
| PY Total Expenses | $61,783,142 | PYTotalExpensesAmt |
| CY Total Expenses | $64,430,060 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,776,349 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,640,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $141,254,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,943,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,686,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,836,665 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,567,197 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,107,095 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GOLDEN GATE UNIVERSITY PREPARES INDIVIDUALS TO LEAD AND SERVE BY PROVIDING HIGH QUALITY, PRACTICE-BASED EDUCATIONAL PROGRAMS IN LAW, TAXATION, BUSINESS AND RELATED PROFESSIONS - AS A NONPROFIT INSTITUTION - IN AN INNOVATIVE AND CHALLENGING LEARNING ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $52,383,374 | ExpenseAmt |
| Grant | $10,281,675 | GrantAmt |
| Revenue | $48,766,042 | RevenueAmt |
| Desc | HIGHER EDUCATION IS THE UNIVERSITY'S SOLE MISSION AND PROGRAM. GGU OFFERS UNDERGRADUATE DEGREES IN BUSINESS AND MANAGEMENT, AND GRADUATE DEGREES IN LAW, TAXATION, BUSINESS AND RELATED PROFESSIONS THROUGH COURSES OFFERED IN SAN FRANCISCO AND ONLINE COURSES OFFERED THROUGHOUT THE UNITED STATES AND INTERNATIONALLY. FULL TIME ENROLLMENT (FTE) FOR THE ACADEMIC YEAR 2022-2023 WAS 3,407. | Desc |
| Total Program Service Expenses | $52,383,374 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 146 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 786 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN TANZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154427859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 MISSION ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA MENDELSON | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHIP CONRADI | ||||||||
| VICE CHAIR/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TRACEY EDWARDS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA EISENBERG | ||||||||
| SECRETARY (THRU 3/15/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL COLOMBO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL L JONES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H PATTERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA A DUNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS RYU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY TULLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA PLOUSHA MOORE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL VOMUND | ||||||||
| TRUSTEE (THRU 3/15/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HILLIARD TERRY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETTY YEE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY BRANDON | ||||||||
| TRUSTEE (THRU 6/21/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOT FERRELL | ||||||||
| TRUSTEE (THRU 7/7/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FIKE | ||||||||
| PRESIDENT | 37.50 | Yes (X) | $479,514 | $0 | $57,871 | |||
| ELAINE CLARK | ||||||||
| VP FOR FINANCE & ADMIN AND CFO | 37.50 | Yes (X) | $187,938 | $0 | $21,744 | |||
| BRENT WHITE | ||||||||
| PROVOST/VP OF ACAD AFF (THRU 6/15/23) | 37.50 | $516,459 | $0 | $1,819 | Yes (X) | |||
| COLIN CRAWFORD | ||||||||
| DEAN, SCHOOL OF LAW | 37.50 | $303,364 | $0 | $35,831 | Yes (X) | |||
| AMY MCLELLAN | ||||||||
| DEAN, BRADEN SCH OF TAX & SCH OF ACCT | 37.50 | $254,168 | $0 | $20,909 | Yes (X) | |||
| NATHANIEL HINERMAN | ||||||||
| DEAN, SCH OF UNDERGRADUATE STUDIES | 37.50 | $230,660 | $0 | $15,612 | Yes (X) | |||
| HENRY TAYLOR | ||||||||
| VP UNIVERSITY ADVANCEMENT | 37.50 | $201,184 | $0 | $31,849 | Yes (X) | |||
| MICHELE NEITZ | ||||||||
| ADJUNCT FACULTY, SCHOOL OF LAW | 37.50 | $204,156 | $0 | $16,480 | Yes (X) | |||
| RACHEL VAN CLEAVE | ||||||||
| PROFESSOR, SCHOOL OF LAW | 37.50 | $198,551 | $0 | $12,467 | Yes (X) | |||
| MICHAEL KOPERSKI | ||||||||
| ED, BUS SERV, FACILITIES & ADMIN | 37.50 | $191,852 | $0 | $12,974 | Yes (X) | |||
| WILLIAM GALLAGHER | ||||||||
| PROFESSOR, SCHOOL OF LAW | 37.50 | $191,507 | $0 | $26,516 | Yes (X) | |||
| BARBARA KARLIN | ||||||||
| PROFESSOR, SCHOOL OF TAXATION | 37.50 | $178,578 | $0 | $12,862 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,137,931 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $266,934 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 75 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELLUCIAN COMPANY LLC | |||||
| 2003 EDMUND HALLEY DR SUITE 500 | RESTON | VA | 20191 | IT SOFTWARE & TECHNICAL SUPPORT | $376,268 |
| CAROLINA ACADEMIC PRESS LLC | |||||
| 700 KENT ST | DURHAM | NC | 27701 | PROGRAM DEVELOPMENT, ADMIN & MARKETING | $224,474 |
| HOOD AND STRONG LLP | |||||
| 60 SOUTH MARKET ST | SAN JOSE | CA | 95113 | ACCOUNTING SERVICES | $163,520 |
| DELL MARKETING LP | |||||
| 1 DELL WAY | ROUND ROCK | TX | 78682 | IT TECHNICAL SUPPORT & HARDWARE | $145,139 |
| FARELLA BRAUN MARTEL LLP | |||||
| ONE BUSH STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | LEGAL SERVICES | $126,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $365,984 | GovernmentGrantsAmt |
| All Other Contributions | $3,506,065 | AllOtherContributionsAmt |
| Noncash Contributions | $36,199 | NoncashContributionsAmt |
| Total Contributions | $3,872,049 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $48,540,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,540,512 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,540,512 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,087,818 | TotalRevenueColumnAmt |
| Exclusion | $1,087,818 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,809 | TotalRevenueColumnAmt |
| Exclusion | $3,809 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,785,908 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,234,691 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $551,217 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $551,217 | TotalRevenueColumnAmt |
| Exclusion | $551,217 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,499,144 | SecuritiesAmt |
| Other | $17,600,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,850,764 | SecuritiesAmt |
| Other | $19,740,134 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$351,620 | SecuritiesAmt |
| Other | -$2,140,134 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,491,754 | TotalRevenueColumnAmt |
| Exclusion | -$2,491,754 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SEOG/FWSP/PERKINS | 611310 | $73,704 | $73,704 |
| BOOKSTORE COMMISSION | 900099 | $24,570 | $24,570 |
| REIMBURSEMENTS | 900099 | $11,907 | $11,907 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $225,530 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,789,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,766,042 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$848,910 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,281,675 | TotalAmt |
| Program Services | $10,281,675 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,713,436 | TotalAmt |
| Program Services | $1,601,580 | ProgramServicesAmt |
| Management And General | $875,975 | ManagementAndGeneralAmt |
| Fundraising | $235,881 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,732,540 | TotalAmt |
| Program Services | $22,105,993 | ProgramServicesAmt |
| Management And General | $4,622,839 | ManagementAndGeneralAmt |
| Fundraising | $1,003,708 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,928 | TotalAmt |
| Program Services | $911,291 | ProgramServicesAmt |
| Management And General | $173,652 | ManagementAndGeneralAmt |
| Fundraising | $51,985 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,827,228 | TotalAmt |
| Program Services | $2,115,922 | ProgramServicesAmt |
| Management And General | $584,889 | ManagementAndGeneralAmt |
| Fundraising | $126,417 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,167,483 | TotalAmt |
| Program Services | $1,724,994 | ProgramServicesAmt |
| Management And General | $355,831 | ManagementAndGeneralAmt |
| Fundraising | $86,658 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,756 | TotalAmt |
| Management And General | $531,756 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,020 | TotalAmt |
| Management And General | $137,020 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,564 | TotalAmt |
| Management And General | $144,564 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,251,382 | TotalAmt |
| Program Services | $3,302,191 | ProgramServicesAmt |
| Management And General | $872,110 | ManagementAndGeneralAmt |
| Fundraising | $77,081 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190,192 | TotalAmt |
| Program Services | $2,121,378 | ProgramServicesAmt |
| Management And General | $35,923 | ManagementAndGeneralAmt |
| Fundraising | $32,891 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,455 | TotalAmt |
| Program Services | $221,009 | ProgramServicesAmt |
| Management And General | $132,953 | ManagementAndGeneralAmt |
| Fundraising | $12,493 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966,899 | TotalAmt |
| Program Services | $739,958 | ProgramServicesAmt |
| Management And General | $1,087,690 | ManagementAndGeneralAmt |
| Fundraising | $139,251 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482,156 | TotalAmt |
| Program Services | $1,346,575 | ProgramServicesAmt |
| Management And General | $117,470 | ManagementAndGeneralAmt |
| Fundraising | $18,111 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,220 | TotalAmt |
| Program Services | $207,810 | ProgramServicesAmt |
| Management And General | $19,597 | ManagementAndGeneralAmt |
| Fundraising | $31,813 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,944 | TotalAmt |
| Program Services | $298,527 | ProgramServicesAmt |
| Management And General | $83,877 | ManagementAndGeneralAmt |
| Fundraising | $7,540 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,501 | TotalAmt |
| Program Services | $753,332 | ProgramServicesAmt |
| Management And General | $54,216 | ManagementAndGeneralAmt |
| Fundraising | $9,953 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,284 | TotalAmt |
| Program Services | $2,022,046 | ProgramServicesAmt |
| Management And General | $145,522 | ManagementAndGeneralAmt |
| Fundraising | $26,716 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,703 | TotalAmt |
| Program Services | $787,614 | ProgramServicesAmt |
| Management And General | $56,683 | ManagementAndGeneralAmt |
| Fundraising | $10,406 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIBRARY EXPENSES | $1,183,769 | $1,182,957 | $812 | |
| BAD DEBT | $439,116 | $331,520 | $107,596 | |
| FACULTY & STUDENT DEVEL | $40,509 | $40,509 | ||
| BANK CHARGES | $36,703 | $28,929 | $2,500 | $5,274 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,597 | TotalAmt |
| Program Services | $257,564 | ProgramServicesAmt |
| Management And General | $27,033 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,430,060 | TotalAmt |
| Program Services | $52,383,374 | ProgramServicesAmt |
| Management And General | $10,062,912 | ManagementAndGeneralAmt |
| Fundraising | $1,983,774 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,845,408 | BOYAmt |
| EOY | $4,475,113 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,153,801 | BOYAmt |
| EOY | $27,357,813 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,071,842 | BOYAmt |
| EOY | $289,077 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,751,749 | BOYAmt |
| EOY | $5,071,149 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,142,076 | BOYAmt |
| EOY | $880,516 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,385 | BOYAmt |
| EOY | $808,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $113,263,145 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,919,088 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,928,299 | BOYAmt |
| EOY | $42,344,057 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,133,375 | BOYAmt |
| EOY | $40,691,372 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,593,178 | BOYAmt |
| EOY | $4,864,867 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,464,934 | BOYAmt |
| EOY | $161,043 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,254,047 | BOYAmt |
| EOY | $126,943,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,870,968 | BOYAmt |
| EOY | $6,790,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,016 | BOYAmt |
| EOY | $66,728 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,466,181 | BOYAmt |
| EOY | $25,524,401 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,127,979 | BOYAmt |
| EOY | $6,562,155 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,706 | BOYAmt |
| EOY | $893,339 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,686,850 | BOYAmt |
| EOY | $39,836,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,631,719 | BOYAmt |
| EOY | $45,898,697 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,935,478 | BOYAmt |
| EOY | $41,208,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,567,197 | BOYAmt |
| EOY | $87,107,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,254,047 | BOYAmt |
| EOY | $126,943,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$12,640,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,297,807 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,117,030 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,184 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,184 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,276,312 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,285,496 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,071 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,778 | CurrentYearMinus2Amt |
| Current Year | $9,184 | CurrentYearAmt |
| Total | $16,033 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,299,581 | BeginningYearBalanceAmt |
| Contributions | -$87,058 | ContributionsAmt |
| Investment Earnings Or Losses | $4,709,548 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,717,509 | OtherExpendituresAmt |
| End Year Balance | $46,204,562 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,637,080 | BeginningYearBalanceAmt |
| Contributions | $34,360 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,405,276 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,966,583 | OtherExpendituresAmt |
| End Year Balance | $43,299,581 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,389,065 | BeginningYearBalanceAmt |
| Contributions | $1,309,370 | ContributionsAmt |
| Investment Earnings Or Losses | $9,929,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,990,938 | OtherExpendituresAmt |
| End Year Balance | $50,637,080 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,681,987 | BeginningYearBalanceAmt |
| Contributions | $515,791 | ContributionsAmt |
| Investment Earnings Or Losses | $639,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,448,037 | OtherExpendituresAmt |
| End Year Balance | $41,389,065 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,557,014 | BeginningYearBalanceAmt |
| Contributions | $883,792 | ContributionsAmt |
| Investment Earnings Or Losses | $1,016,797 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,775,616 | OtherExpendituresAmt |
| End Year Balance | $47,681,987 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21495 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51023 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27482 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,564,305 | OtherCostOrOtherBasisAmt |
| Book Value | $1,564,305 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,158,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,548,507 | DepreciationAmt |
| Book Value | $39,610,291 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,130,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,099,477 | DepreciationAmt |
| Book Value | $31,489 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,409,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,271,104 | DepreciationAmt |
| Book Value | $1,137,972 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,344,057 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| UNCLAIMED PROPERTY LIABILITY | $5,173 |
| US GOVERNMENT GRANT REFUNDABLE | $277,036 |
| CHARITABLE REMAINDER TRUST RESERVE | $203,495 |
| CAPITAL LEASE & OTHER LIABILITIES | $376,517 |
| OPERATING LEASE LIABILITIES | $31,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $893,339 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,778,510 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,297,807 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$13,398,705 | OtherRevenueAmt |
| Revenue Not Reported | -$9,100,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,879,408 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $144,564 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,234,791 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,090,227 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,789,181 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,238,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,234,791 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,234,791 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,003,821 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $144,564 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,281,675 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,426,239 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,430,060 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNIVERSITY USES THE INCOME FROM THE ENDOWMENT FUND PRIMARILY FOR SCHOLARSHIPS ACCORDING TO THE DONOR'S RESTRICTION. SMALL AMOUNTS ARE ALSO USED FOR OPERATING EXPENSES AT DESIGNATED SCHOOLS WITHIN THE UNIVERSITY AND FOR FACULTY SUPPORT AS DESIGNATED BY THE DONOR. |
| PART X, LINE 2: | THE PRINCIPAL ACTIVITIES OF THE UNIVERSITY ARE EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF THE U.S. INTERNAL REVENUE CODE, SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. THE UNIVERSITY HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAD CONCLUDED THAT AS OF JUNE 30, 2023, THE UNIVERSITY HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS RECLASSIFIED TO EXPENSES -10,281,675. RETURNED FUNDS -3,117,030. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE -1,234,791. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE 1,234,791. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS RECLASSIFIED TO EXPENSES 10,281,675. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATORY DISCLOSURE STATEMENT IS CONTAINED ON OUT-REACH MATERIALS, COURSE SCHEDULES, THE CATALOG AND OUR WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | GOLDEN GATE UNIVERSITY (GGU) ASSISTS ITS STUDENTS THROUGH THE OPERATION OF COMPREHENSIVE FINANCIAL AID PROGRAMS. THE FINANCIAL AID PROGRAMS INCLUDE A FEDERAL REVOLVING LOAN PROGRAM ADMINISTERED BY GGU. WHEN A STUDENT CEASES TO BE ENROLLED IN GGU (AND AFTER A GRACE PERIOD), THE STUDENT IS EXPECTED TO BEGIN MAKING PAYMENTS WITH THE ULTIMATE GOAL OF RETURNING THE LOAN FUNDS. UNDER AN AGREEMENT WITH THE FEDERAL GOVERNMENT, PORTIONS OF THE PRINCIPAL AND INTEREST DUE ON STUDENT NOTES RECEIVABLE MAY BE CANCELED UNDER CERTAIN CONDITIONS. GGU IS REIMBURSED BY THE FEDERAL GOVERNMENT FOR SUBSTANTIALLY ALL OF GGU'S PORTION OF THE CANCELLATIONS. IN ADDITION TO THE FUNDS RECEIVED UNDER THE REVOLVING LOAN PROGRAM, GGU RECEIVES DIRECTLY OR ACTS AS A PASS-THROUGH AGENT FOR A VARIETY OF FEDERAL AID PROGRAMS, INCLUDING LOANS AND GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,289,663 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,289,663 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,289,663 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1189 | RecipientCnt |
| Cash Grant | $10,281,675 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GGU DISBURSES FUNDS FOR EDUCATIONAL PURPOSES WITHIN THE MEANING OF IRC SECTION 170(C)(2). DISBURSEMENTS TO INDIVIDUALS ARE AWARDS OF SCHOLARSHIPS TO QUALIFYING STUDENTS IN FURTHERANCE OF THEIR EDUCATIONAL PURSUITS. SEE GGU'S SCHOLARSHIP POLICY: HTTPS://WWW.GGU.EDU/ADMISSIONS/GRADUATE/COSTS-AND-AID/FINANCIAL-AID/SCHOLAR HIPS-AND-GRANTS/ HTTPS://WWW.GGU.EDU/ADMISSIONS/UNDERGRADUATE/COSTS-AND-AID/FINANCIAL-AID | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID FIKE | ||||||||||||||
| PRESIDENT | $475,990 | $0 | $0 | $0 | $3,524 | $0 | $33,739 | $0 | $24,132 | $0 | $537,385 | $0 | $0 | $0 |
| BRENT WHITE | ||||||||||||||
| PROVOST/VP OF ACAD AFF (THRU 6/15/23 | $439,673 | $0 | $75,000 | $0 | $1,786 | $0 | $1,279 | $0 | $540 | $0 | $518,278 | $0 | $0 | $0 |
| COLIN CRAWFORD | ||||||||||||||
| DEAN, SCHOOL OF LAW | $301,232 | $0 | $0 | $0 | $2,132 | $0 | $21,301 | $0 | $14,530 | $0 | $339,195 | $0 | $0 | $0 |
| AMY MCLELLAN | ||||||||||||||
| DEAN, BRADEN SCH OF TAX & SCH OF ACC | $245,270 | $0 | $0 | $0 | $8,898 | $0 | $17,384 | $0 | $3,525 | $0 | $275,077 | $0 | $0 | $0 |
| NATHANIEL HINERMAN | ||||||||||||||
| DEAN, SCH OF UNDERGRADUATE STUDIES | $228,883 | $0 | $0 | $0 | $1,777 | $0 | $15,124 | $0 | $488 | $0 | $246,272 | $0 | $0 | $0 |
| HENRY TAYLOR | ||||||||||||||
| VP UNIVERSITY ADVANCEMENT | $200,747 | $0 | $0 | $0 | $437 | $0 | $0 | $0 | $31,849 | $0 | $233,033 | $0 | $0 | $0 |
| MICHELE NEITZ | ||||||||||||||
| ADJUNCT FACULTY, SCHOOL OF LAW | $202,637 | $0 | $0 | $0 | $1,519 | $0 | $10,521 | $0 | $5,959 | $0 | $220,636 | $0 | $0 | $0 |
| WILLIAM GALLAGHER | ||||||||||||||
| PROFESSOR, SCHOOL OF LAW | $189,852 | $0 | $0 | $0 | $1,655 | $0 | $10,521 | $0 | $15,995 | $0 | $218,023 | $0 | $0 | $0 |
| RACHEL VAN CLEAVE | ||||||||||||||
| PROFESSOR, SCHOOL OF LAW | $196,585 | $0 | $0 | $0 | $1,966 | $0 | $12,056 | $0 | $411 | $0 | $211,018 | $0 | $0 | $0 |
| ELAINE CLARK | ||||||||||||||
| VP FOR FINANCE & ADMIN AND CFO | $172,535 | $0 | $15,000 | $0 | $403 | $0 | $10,581 | $0 | $11,163 | $0 | $209,682 | $0 | $0 | $0 |
| MICHAEL KOPERSKI | ||||||||||||||
| ED, BUS SERV, FACILITIES & ADMIN | $179,423 | $0 | $0 | $0 | $12,429 | $0 | $12,429 | $0 | $545 | $0 | $204,826 | $0 | $0 | $0 |
| BARBARA KARLIN | ||||||||||||||
| PROFESSOR, SCHOOL OF TAXATION | $167,473 | $0 | $0 | $0 | $11,105 | $0 | $11,768 | $0 | $1,094 | $0 | $191,440 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521705592 | BondIssuerEIN |
| Bond Issued | 2012-12-19 | BondIssuedDt |
| Issue Price | $45,770,000 | IssuePriceAmt |
| Purpose | TO REFUND CEFA 2001 AND 2005; ACQUIRE, CONSTRUCT AND RENOVATE FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,565,000 | RetiredAmt |
| Total Proceeds | $45,770,000 | TotalProceedsAmt |
| Capitalized Interest | $47,512 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $300,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $7,250,789 | CapitalExpendituresAmt |
| Other Spent Proceeds | $38,171,699 | OtherSpentProceedsAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST REPUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | SECURITIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.000000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,199 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS AT GGU REPORTED INCLUDE MEMBERS OF THE BOARD OF TRUSTEES, DEANS' ADVISORY BOARDS, ALUMNI ASSOCIATION BOARD OF DIRECTORS, AND A FEW ADVISORY BOARDS FOR SPECIFIC AREAS AND CAMPUSES (E.G., GGU INTELLECTUAL PROPERTY LAW CENTER ADVISORY BOARD). |
| FORM 990, PART VI, SECTION A, LINE 4 | GGU CHANGED THE PERMISSABLE RANGE OF THE NUMBER OF TRUSTEES ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | GGU'S ACCOUNTING FIRM PREPARES THE FORM 990 FOR THE UNIVERSITY. THE CONTROLLER REVIEWS THE DRAFT RETURN AND SUBMITS IT TO THE CFO FOR REVIEW AND DISCUSSION. ANY QUESTIONS AND OUTSTANDING ISSUES ARE ADDRESSED WITH THE ACCOUNTING FIRM, AND REVISIONS ARE MADE AS NEEDED. THE FINAL DRAFT OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. COPIES OF THE FILED VERSION OF THE 990 AS WELL AS THE PUBLIC DISCLOSURE VERSION ARE KEPT ON FILE AT THE UNIVERSITY. THE PUBLIC DISCLOSURE VERSION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS PART OF HIS/HER ORIENTATION PACKAGE, EACH NEW MEMBER OF THE BOARD OF TRUSTEES RECEIVES A COPY OF THE GOLDEN GATE UNIVERSITY CONFLICT OF INTEREST POLICY, ACCOMPANIED BY THE CONFLICT OF INTEREST POLICY QUESTIONNAIRE. PRIOR TO THE NEW TRUSTEE'S INDUCTION INTO THE BOARD, HE OR SHE SIGNS AND DATES THE FORM, AND SUBMITS IT TO THE SECRETARY OF THE BOARD FOR INCLUSION IN BOARD RECORDS. EACH YEAR, ALL TRUSTEES COMPLETE AN UPDATED CONFLICT OF INTEREST POLICY QUESTIONNAIRE, WHICH IS SUBMITTED IT TO THE SECRETARY OF THE BOARD FOR INCLUSION IN BOARD RECORDS. BOARD MEMBERS WHO FAIL TO SUBMIT AN UPDATED QUESTIONNAIRE MAY BE SUBJECT TO EXPULSION FROM GOLDEN GATE UNIVERSITY'S BOARD OF TRUSTEES. IF A CONFLICT IS BELIEVED TO EXIST, THE BOARD OF TRUSTEES OR ITS COMMITTEES WILL RESOLVE THE QUESTION IN THE ABSENCE OF THE POTENTIALLY INTERESTED PERSON. IF A CONFLICT EXISTS, THE TRUSTEE SHALL ABSTAIN FROM VOTING ON SUCH MATTERS UNDER CONSIDERATION BY THE BOARD OF TRUSTEES OR ITS COMMITTEES. EACH NEW FULL-TIME EMPLOYEE WILL RECEIVE, IN HIS OR HER ORIENTATION PACKAGE, A COPY OF THE GOLDEN GATE UNIVERSITY CONFLICT OF INTEREST POLICY ACCOMPANIED BY THE CONFLICT OF INTEREST POLICY QUESTIONNAIRE. THE NEW EMPLOYEE WILL SIGN AND DATE THE QUESTIONNAIRE WITHIN 30 DAYS OF HIS OR HER DATE OF HIRE AND SUBMIT IT TO THE HUMAN RESOURCES DEPARTMENT. THE QUESTIONNAIRE WILL BE FILED IN THE EMPLOYEE'S OFFICIAL PERSONNEL FILE MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE WILL ADMINISTER THIS EXECUTIVE COMPENSATION POLICY BY: -ASSESSING THE NATURE AND SCOPE OF EACH OFFICER POSITION -ASSESSING THE BASIS FOR WHICH COMPENSATION IS PAID TO INDIVIDUALS HOLDING SUCH POSITIONS INCLUDING UNIQUE BACKGROUND, EXPERIENCE, PERSONAL SKILLS, EXCEPTIONAL PERFORMANCE, ADDITIONAL DUTIES AND ABILITIES, AND CHALLENGES FACING THE ORGANIZATION THAT REQUIRE THE USE OF SUCH ATTRIBUTES OR SKILLS -OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA INCLUDING DATA FROM THE FOLLOWING: - SIMILARLY SITUATED ORGANIZATIONS, BOTH FOR-PROFIT AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS - THE AVAILABILITY OF SIMILAR SPECIALTIES IN THE GEOGRAPHIC AREA - INDEPENDENT COMPENSATION SURVEYS BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS VICE PRESIDENTS - THE BOARD OF TRUSTEES AUTHORIZES THE PRESIDENT TO ESTABLISH COMPENSATION RECOMMENDATIONS FOR THE PROVOST/VICE PRESIDENT OF ACADEMIC AFFAIRS AND THE CHIEF FINANCIAL OFFICER/VICE PRESIDENT OF BUSINESS AFFAIRS BASED ON HIS ASSESSMENT OF EACH INDIVIDUAL'S PERFORMANCE AND SCOPE OF THE POSITION AND COMPARABLE COMPENSATION MARKET DATA AS DESCRIBED ABOVE. THE EXECUTIVE COMMITTEE OF THE BOARD WILL THEN MEET WITH THE PRESIDENT TO DISCUSS AND REVIEW HIS RECOMMENDATIONS, AND APPROVE, REQUEST ADDITIONAL INFORMATION OR AMEND THE RECOMMENDATION ON THE BASIS OF THEIR DISCUSSIONS. PRESIDENT - THE EXECUTIVE COMMITTEE MEETS INDEPENDENT OF THE PRESIDENT TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE COMMITTEE ALSO CONSIDERS INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, FACULTY, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE PRESIDENT PRESENT, TO THE FULL BOARD FOR REVIEW AND APPROVAL. THE COMMITTEE AND/OR THE BOARD CHAIR (A MEMBER OF THE COMMITTEE) THEN MEET WITH THE PRESIDENT TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST TO THE OFFICE OF THE CFO. IN ADDITION WE PROVIDE OUR AUDITED FINANCIAL STATEMENTS TO OUR BOND TRUSTEE AND THE U.S. DEPARTMENT OF EDUCATION. |
| FORM 990, PART XI, LINE 9: | RETURNED FUNDS -3,117,030. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDEN GATE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |