CLAREMONT GRADUATE UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT GRADUATE UNIVERSITY (EIN 95-1664100)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202431349349308953
- 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 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 | 2024-05-13T17:38:24-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Ln Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | 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 | 951664100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont Graduate University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Tenth Street | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Controller and Assistant VP | PersonTitleTxt |
| Phone | 9096218043 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mia | PersonFirstNm |
| Person Last | Alonzo | 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 | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-05-10 | 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 | Leonard Jessup | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Tenth Street | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $142,291,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cgu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A private, independent, nonprofit institution of higher learning that is a high research activity university awarding master's and doctoral degrees within its five schools and three independent departments. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1106 | TotalEmployeeCnt |
| Total Volunteers | 69 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,697,436 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,440,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,305,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,059,331 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,386,413 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,392,079 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,892,836 | PYOtherRevenueAmt |
| CY Other Revenue | $2,091,918 | CYOtherRevenueAmt |
| PY Total Revenue | $123,282,337 | PYTotalRevenueAmt |
| CY Total Revenue | $82,983,330 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,259,570 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,094,079 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,575,682 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,191,147 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,648,303 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,963,388 | PYOtherExpensesAmt |
| CY Other Expenses | $25,378,206 | CYOtherExpensesAmt |
| PY Total Expenses | $83,798,640 | PYTotalExpensesAmt |
| CY Total Expenses | $79,663,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,483,697 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,319,898 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $299,608,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,250,759 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,317,581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,233,142 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $242,290,773 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $256,017,617 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The University's mission is to prepare a diverse group of outstanding individuals to assume leadership roles in the worldwide community through research, teaching, and practice in selected fields. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $64,437,992 | ExpenseAmt |
| Grant | $14,094,079 | GrantAmt |
| Revenue | $54,059,331 | RevenueAmt |
| Desc | Claremont Graduate University (the "University") is a private, nonprofit, exclusively graduate and professional RU/H research university (high research activity). Its five schools and three independent departments offer Master's degrees in over 40 fields and doctoral degrees in over 20 fields. Founded in 1925, the University offers programs in the arts and humanities, social science, education, management, public health, and botany, the latter in conjunction with the Rancho Santa Ana Botanic Garden. It serves a student population of approximately 2,000. The University's mission is to prepare a diverse group of outstanding individuals to assume leadership roles in the worldwide community through research, teaching, and practice in selected fields. In carrying out its mission, the University is increasingly practice based, transdisciplinary, and student-centered. | Desc |
| Total Program Service Expenses | $64,437,992 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1967 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1106 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| 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 | Mia Alonzo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Tenth Street | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Len Jessup | ||||||||||
| President | 40.00 | Yes (X) | $534,698 | $0 | $81,823 | |||||
| David Sprott | ||||||||||
| Dean | 40.00 | $389,146 | $0 | $65,173 | Yes (X) | |||||
| Bernard Jaworski | ||||||||||
| Faculty | 40.00 | $377,815 | $0 | $27,918 | Yes (X) | |||||
| Gregory J DeAngelo | ||||||||||
| Faculty | 40.00 | $309,057 | $0 | $43,716 | Yes (X) | |||||
| Patricia Andre De St Amant | ||||||||||
| EVP/Provost (thru 6/30/22)/Faculty | 40.00 | $298,626 | $0 | $43,575 | Yes (X) | |||||
| Stewart Donaldson | ||||||||||
| Faculty | 40.00 | $301,981 | $0 | $33,787 | Yes (X) | |||||
| Stephen Gilliland | ||||||||||
| Faculty | 40.00 | $295,160 | $0 | $27,748 | Yes (X) | |||||
| Mary Ann Rodriguez | ||||||||||
| Vice President/Treasurer/CFO | 40.00 | Yes (X) | $272,941 | $0 | $20,596 | |||||
| Kristen Andersen Daly | ||||||||||
| Vice President of Advancement | 40.00 | $216,979 | $0 | $59,796 | Yes (X) | |||||
| Jacob Adams | ||||||||||
| Faculty/Former President | 40.00 | $219,209 | $0 | $43,880 | Yes (X) | |||||
| Michelle Bligh | ||||||||||
| Interim EVP & Provost | 40.00 | Yes (X) | $237,756 | $0 | $23,558 | |||||
| Mia Alonzo | ||||||||||
| Controller | 4.00 | Yes (X) | $0 | $183,403 | $57,934 | 20.00 | ||||
| Chris Armstrong | ||||||||||
| Secretary of the Board | 40.00 | Yes (X) | $56,363 | $0 | $21,659 | |||||
| Timothy J Kirley | ||||||||||
| Trustee, Chair | 1.50 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | |||
| Donald P Baker | ||||||||||
| Trustee, V. Chair/Chair Student Succ | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Lorenzo di Bonaventura | ||||||||||
| Trustee, Chair, Advancement | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Rudolph I Estrada | ||||||||||
| Trustee, Chair, Strategic Planning | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Jeanne Holm | ||||||||||
| Trustee, Chair, Academic Affairs | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Mohannad S Malas | ||||||||||
| Truastee, Chair, Fac./Infrastructure | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Deron Marquez | ||||||||||
| Trustee, Chair, Business & Finance | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Vanessa Okwuraiwe | ||||||||||
| Trustee, Chair, Investments | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Elliot H Stein Jr | ||||||||||
| Trustee, Chair, Trusteeship | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Carolyn Stephens | ||||||||||
| Trustee, Chair, Info Technology | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Larry Taylor | ||||||||||
| Trustee, Chair, Audit | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Beverly P Ryder | ||||||||||
| Trustee, Vice Chair | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| Mukesh Aghi | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Martin Basuki Hartono | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Alfred Balitzer | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Juanita Dawson | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Jared Franz | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Tom Hsieh | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Mark Chapin Johnson | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Michael J Johnston | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Terry McGann | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Prakash Mehta | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Mashi Rahmani | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Nancy B Rapoport | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Steven R Ross | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Nancy Staudt | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Gary Stiffelman | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Marshall W Taylor | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Geoffrey P Wharton | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Ken Yamaguchi | ||||||||||
| Trustee | 0.50 | $0 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,509,731 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $183,403 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $551,163 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 109 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| KAR Construction Inc | |||||
| 1306 W Brooks St | Ontario | CA | 917623611 | Construction | $4,685,197 |
| Sodexo Inc & Affiliates | |||||
| PO Box 360170 | Pittsburgh | PA | 152516170 | Management Services | $1,485,299 |
| Daniel Edward Zaner | |||||
| 962 Celia Drive | Palo Alto | CA | 94303 | Web Services | $262,800 |
| Robert L Kern Law Office | |||||
| PO Box 164 | Pomona | CA | 91769 | Legal Services | $254,018 |
| Bon Appetit | |||||
| 2400 Yorkmont Road | Charlotte | NC | 28217 | Food Services | $215,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,440,002 | AllOtherContributionsAmt |
| Noncash Contributions | $209,595 | NoncashContributionsAmt |
| Total Contributions | $20,440,002 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 900099 | $47,475,423 | $47,475,423 |
| Fed grants & contracts | 900099 | $2,904,044 | $2,904,044 |
| Conference Revenue | 900099 | $1,584,332 | $1,584,332 |
| Private Contract | 900099 | $1,531,903 | $1,531,903 |
| Auxiliary services | 900099 | $295,040 | $295,040 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $268,589 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,059,331 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,024,543 | TotalRevenueColumnAmt |
| Exclusion | $14,024,543 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,711 | TotalRevenueColumnAmt |
| Exclusion | $189,711 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $291,187 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,105 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $199,082 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,082 | TotalRevenueColumnAmt |
| Exclusion | $199,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,416,959 | SecuritiesAmt |
| Other | $166,714 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,171,899 | SecuritiesAmt |
| Other | $44,238 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,754,940 | SecuritiesAmt |
| Other | $122,476 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,632,464 | TotalRevenueColumnAmt |
| Exclusion | -$7,632,464 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Other sources | 900099 | $1,685,050 | $1,685,050 |
| Transcript Fees | 900099 | $18,075 | $18,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,703,125 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,983,330 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,059,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,483,997 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,094,079 | TotalAmt |
| Program Services | $14,094,079 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,078,310 | TotalAmt |
| Program Services | $1,050,939 | ProgramServicesAmt |
| Management And General | $562,239 | ManagementAndGeneralAmt |
| Fundraising | $465,132 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,410 | TotalAmt |
| Program Services | $263,410 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,965,399 | TotalAmt |
| Program Services | $28,169,811 | ProgramServicesAmt |
| Management And General | $3,121,449 | ManagementAndGeneralAmt |
| Fundraising | $674,139 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,822 | TotalAmt |
| Program Services | $1,033,020 | ProgramServicesAmt |
| Management And General | $319,417 | ManagementAndGeneralAmt |
| Fundraising | $59,385 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,372,900 | TotalAmt |
| Program Services | $2,000,902 | ProgramServicesAmt |
| Management And General | $305,069 | ManagementAndGeneralAmt |
| Fundraising | $66,929 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,099,306 | TotalAmt |
| Program Services | $1,508,437 | ProgramServicesAmt |
| Management And General | $479,051 | ManagementAndGeneralAmt |
| Fundraising | $111,818 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,412 | TotalAmt |
| Program Services | $173,876 | ProgramServicesAmt |
| Management And General | $26,536 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,959 | TotalAmt |
| Program Services | $124,851 | ProgramServicesAmt |
| Management And General | $123,108 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,437 | TotalAmt |
| Program Services | $47,775 | ProgramServicesAmt |
| Management And General | $206,662 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,757 | TotalAmt |
| Management And General | $491,757 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,235,117 | TotalAmt |
| Program Services | $2,812,392 | ProgramServicesAmt |
| Management And General | $384,944 | ManagementAndGeneralAmt |
| Fundraising | $37,781 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,486 | TotalAmt |
| Program Services | $422,390 | ProgramServicesAmt |
| Management And General | $563,298 | ManagementAndGeneralAmt |
| Fundraising | $40,798 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,147 | TotalAmt |
| Program Services | $494,742 | ProgramServicesAmt |
| Management And General | $518,823 | ManagementAndGeneralAmt |
| Fundraising | $24,582 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,387,374 | TotalAmt |
| Program Services | $358,632 | ProgramServicesAmt |
| Management And General | $1,006,309 | ManagementAndGeneralAmt |
| Fundraising | $22,433 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,312,245 | TotalAmt |
| Program Services | $1,943,142 | ProgramServicesAmt |
| Management And General | $1,300,880 | ManagementAndGeneralAmt |
| Fundraising | $68,223 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,772 | TotalAmt |
| Program Services | $696,429 | ProgramServicesAmt |
| Management And General | $17,955 | ManagementAndGeneralAmt |
| Fundraising | $1,388 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,230 | TotalAmt |
| Program Services | $516,517 | ProgramServicesAmt |
| Management And General | $87,435 | ManagementAndGeneralAmt |
| Fundraising | $10,278 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,971,967 | TotalAmt |
| Program Services | $1,425,732 | ProgramServicesAmt |
| Management And General | $516,462 | ManagementAndGeneralAmt |
| Fundraising | $29,773 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,083,885 | TotalAmt |
| Program Services | $1,699,612 | ProgramServicesAmt |
| Management And General | $369,355 | ManagementAndGeneralAmt |
| Fundraising | $14,918 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,262 | TotalAmt |
| Program Services | -$29,349 | ProgramServicesAmt |
| Management And General | $435,808 | ManagementAndGeneralAmt |
| Fundraising | -$1,197 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Payments to Affiliates | $5,455,066 | $2,724,632 | $2,714,789 | $15,645 |
| Books | $60,785 | $60,555 | $230 | $0 |
| Non-Capital Equipment | $15,162 | $8,231 | $5,619 | $1,312 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,862,143 | TotalAmt |
| Program Services | $2,837,235 | ProgramServicesAmt |
| Management And General | $19,942 | ManagementAndGeneralAmt |
| Fundraising | $4,966 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,663,432 | TotalAmt |
| Program Services | $64,437,992 | ProgramServicesAmt |
| Management And General | $13,577,137 | ManagementAndGeneralAmt |
| Fundraising | $1,648,303 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,392,351 | BOYAmt |
| EOY | $5,813,516 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,580,057 | BOYAmt |
| EOY | $1,625,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,463,200 | BOYAmt |
| EOY | $42,935,313 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,472,792 | BOYAmt |
| EOY | $3,835,088 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,403 | BOYAmt |
| EOY | $134,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,233,943 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,375,461 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,252,980 | BOYAmt |
| EOY | $59,858,482 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,432,044 | BOYAmt |
| EOY | $157,541,005 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,469,402 | BOYAmt |
| EOY | $40,234,413 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,125 | BOYAmt |
| EOY | $273,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,608,354 | BOYAmt |
| EOY | $312,250,759 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,097,997 | BOYAmt |
| EOY | $4,885,252 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,383,687 | BOYAmt |
| EOY | $4,679,629 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,281,764 | BOYAmt |
| EOY | $33,297,046 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,820,000 | BOYAmt |
| EOY | $6,320,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,063,954 | BOYAmt |
| EOY | $1,914,627 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,670,179 | BOYAmt |
| EOY | $5,136,588 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,317,581 | BOYAmt |
| EOY | $56,233,142 | 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 | $19,643,281 | BOYAmt |
| EOY | $17,735,092 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,647,492 | BOYAmt |
| EOY | $238,282,525 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,290,773 | BOYAmt |
| EOY | $256,017,617 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,608,354 | BOYAmt |
| EOY | $312,250,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,319,898 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,986,602 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$579,656 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,262,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,647,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,723,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,497,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,440,002 | CurrentTaxYearAmt |
| Total | $126,571,527 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,262,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,647,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,723,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,497,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,440,002 | CurrentTaxYearAmt |
| Total | $126,571,527 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $54,324,019 | SubstantialContributorsTotAmt |
| Public Support Total170 | $72,247,508 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,123,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,773,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,639,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,007,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,505,441 | CurrentTaxYearAmt |
| Total | $50,049,808 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $776 | CurrentTaxYearMinus3YearsAmt |
| Total | $813 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $885,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,193,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $802,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,404,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,703,125 | CurrentTaxYearAmt |
| Total | $25,989,536 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $202,611,684 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $288,337,865 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 10, Column (e): | FormAndLineReferenceDesc |
| Explanation | The amounts of other income reported on Part II, Line 10 of Schedule A are from Transcript Fees, and Other Sources. | ExplanationTxt |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $4,125,799 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,273,203 | BeginningYearBalanceAmt |
| Contributions | $94,883 | ContributionsAmt |
| Investment Earnings Or Losses | $17,830,878 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $174,172 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,538,866 | OtherExpendituresAmt |
| Administrative Expenses | $491,756 | AdministrativeExpensesAmt |
| End Year Balance | $199,994,170 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $216,256,639 | BeginningYearBalanceAmt |
| Contributions | $3,089,430 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,139,696 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $221,764 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,156,597 | OtherExpendituresAmt |
| Administrative Expenses | $554,809 | AdministrativeExpensesAmt |
| End Year Balance | $196,273,203 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,868,341 | BeginningYearBalanceAmt |
| Contributions | $6,388,417 | ContributionsAmt |
| Investment Earnings Or Losses | $57,822,509 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $236,499 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,069,888 | OtherExpendituresAmt |
| Administrative Expenses | $516,241 | AdministrativeExpensesAmt |
| End Year Balance | $216,256,639 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,783,393 | BeginningYearBalanceAmt |
| Contributions | $345,488 | ContributionsAmt |
| Investment Earnings Or Losses | -$356,687 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $214,391 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,212,211 | OtherExpendituresAmt |
| Administrative Expenses | $477,251 | AdministrativeExpensesAmt |
| End Year Balance | $164,868,341 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,888,386 | BeginningYearBalanceAmt |
| Contributions | $240,416 | ContributionsAmt |
| Investment Earnings Or Losses | $10,708,999 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $170,141 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,576,138 | OtherExpendituresAmt |
| Administrative Expenses | $308,129 | AdministrativeExpensesAmt |
| End Year Balance | $176,783,393 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $48,329 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $17,907,645 | OtherCostOrOtherBasisAmt |
| Book Value | $17,955,974 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,900,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,201,868 | DepreciationAmt |
| Book Value | $32,698,625 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,068,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,606,124 | DepreciationAmt |
| Book Value | $2,462,581 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,685,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,567,469 | DepreciationAmt |
| Book Value | $5,118,167 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,623,135 | OtherCostOrOtherBasisAmt |
| Book Value | $1,623,135 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,858,482 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited partnerships - alternative assets | $39,155,123 | F |
| Trust deed loans | $353,334 | F |
| Other assets | $725,956 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,234,413 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability for staff retirement | $3,973,291 |
| Annuities payable | $951,094 |
| Government advances for student loan | $212,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,136,588 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $78,753,196 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,986,602 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$487,551 | OtherRevenueAmt |
| Revenue Not Reported | $10,499,051 | RevenueNotReportedAmt |
| Revenue Subtotal | $68,254,145 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $491,757 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $14,237,428 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,729,185 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,983,330 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,026,352 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $92,105 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $92,105 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,934,247 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $491,757 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $14,237,428 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,729,185 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,663,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Historically, CGU has been a great supporter of artistic endeavors. This support is manifest in the art collections currently on display throughout the CGU campus. Through acquisition and gifts in kind, CGU has been a champion of creative expression through the visual arts. CGU has three distinct collections in its possession and on display. These include: the Claremont Graduate University Collection of work donated or accessioned; Claremont Graduate University President's Award (annually purchased from graduating MFA students in the CGU Art Department); and CGU MFA student artwork (loaned by students for display). Original works of art exhibited on campus can inspire students, faculty and staff to a greater appreciation of beauty, the creative process and diversity of critical thought that bridges academic disciplines. The borrowing and display of original works of art must be implemented in a manner that ensures the effective educational and artistic use of the art collections in our keeping. Works must not become mere decoration, lost in the shuffle, forgotten, or cast aside. It is of utmost concern that we care for the works of art and use them to some positive educational purpose. CGU's policies with respect to the collection support ongoing integration of the art collections in the educational mission of CGU. |
| Part V, Line 4: | CGU pursues investment objectives that strike a balance between preserving the real inflation adjusted value of the Fund; maximize the total long-term investment returns; and generate sufficient current income and capital gains to meet CGU's endowment spending goals. Endowment spending supports the mission of the University by augmenting financial support for academic curriculum, student programs, and research beyond that available through tuition and fees alone. The University manages investment risk by avoiding concentration of assets in one or several investment managers; excess concentration in asset classes; asset and investment class volatility; and personnel risk within investment managers. |
| Part XI, Line 2d - Other Adjustments: | Actuarial adjustment 203,810. Rental expenses reclassified to Form 990, part VIII, line 6b 92,105. Adjustment to contributions received -783,466. |
| Part XI, Line 4b - Other Adjustments: | Student financial aid 14,237,428. Income from K-1s |
| Part XII, Line 2d - Other Adjustments: | Rental expenses reclassified to Form 990, part VIII, line 6b 92,105. |
| Part XII, Line 4b - Other Adjustments: | Student financial aid 14,237,428. |
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 Claremont Graduate University nondiscrimination policy is publicized in catalogues, promotional brochures and on the school's website. |
| Schedule E, Part I, Line 6 | Claremont Graduate University participates in the College Work-Study and Perkins Loan programs. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $13,114,713 | |
| Europe (Including Iceland & Greenland) | 0 | 0 | Investments | $15,939,686 | |
| North America (Canada and Mexico) | 0 | 0 | Program Services | $35,185 | Educational programs focusing on the multi-dimensional aspects of global experiences |
| Sub-Saharan Africa | 0 | 0 | Investments | $2,809,702 | |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | $5,710 | School of Arts and Humanities - Museum Studies Abroad |
| East Asia and the Pacific | 0 | 0 | Program Services | $34,472 | Japan Global Immersion Program |
| 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 | $31,939,468 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $31,939,468 | 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 | Yes (1) | 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 | Student Financial Aid | GrantTypeTxt |
| Recipient | 1142 | RecipientCnt |
| Cash Grant | $14,094,079 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The College determines the eligibility for each student's needs, the awards are credited to the student's account and the Office of Financial Aid monitors the student's continued eligibility to receive the assistance. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Len Jessup | ||||||||||||||
| President | $479,991 | $0 | $50,000 | $0 | $4,707 | $0 | $51,460 | $0 | $30,363 | $0 | $616,521 | $0 | $0 | $0 |
| David Sprott | ||||||||||||||
| Dean | $377,296 | $0 | $0 | $0 | $11,850 | $0 | $21,460 | $0 | $43,713 | $0 | $454,319 | $0 | $0 | $0 |
| Bernard Jaworski | ||||||||||||||
| Faculty | $377,815 | $0 | $0 | $0 | $0 | $0 | $19,742 | $0 | $8,176 | $0 | $405,733 | $0 | $0 | $0 |
| Gregory J DeAngelo | ||||||||||||||
| Faculty | $309,057 | $0 | $0 | $0 | $0 | $0 | $13,028 | $0 | $30,688 | $0 | $352,773 | $0 | $0 | $0 |
| Patricia Andre De St Amant | ||||||||||||||
| EVP/Provost (thru 6/30/22)/Faculty | $261,126 | $0 | $37,500 | $0 | $0 | $0 | $18,984 | $0 | $24,591 | $0 | $342,201 | $0 | $0 | $0 |
| Stewart Donaldson | ||||||||||||||
| Faculty | $301,981 | $0 | $0 | $0 | $0 | $0 | $17,447 | $0 | $16,340 | $0 | $335,768 | $0 | $0 | $0 |
| Stephen Gilliland | ||||||||||||||
| Faculty | $295,160 | $0 | $0 | $0 | $0 | $0 | $19,356 | $0 | $8,392 | $0 | $322,908 | $0 | $0 | $0 |
| Mary Ann Rodriguez | ||||||||||||||
| Vice President/Treasurer/CFO | $246,603 | $0 | $238 | $0 | $26,100 | $0 | $16,853 | $0 | $3,743 | $0 | $293,537 | $0 | $0 | $0 |
| Kristen Andersen Daly | ||||||||||||||
| Vice President of Advancement | $216,979 | $0 | $0 | $0 | $0 | $0 | $15,305 | $0 | $44,491 | $0 | $276,775 | $0 | $0 | $0 |
| Jacob Adams | ||||||||||||||
| Faculty/Former President | $219,209 | $0 | $0 | $0 | $0 | $0 | $14,983 | $0 | $28,897 | $0 | $263,089 | $0 | $0 | $0 |
| Michelle Bligh | ||||||||||||||
| Interim EVP & Provost | $237,756 | $0 | $0 | $0 | $0 | $0 | $16,057 | $0 | $7,501 | $0 | $261,314 | $0 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Controller | $0 | $177,443 | $0 | $5,000 | $0 | $960 | $0 | $31,372 | $0 | $26,562 | $0 | $241,337 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Housing is provided for the President as a condition of employment for the convenience of the University. The President's written contract includes monthly dues for one social club membership for the purpose of conducting college business. They are included in taxable compensation. |
| Part I, Line 4b | CGU established a nonqualified deferred compensation plan under section 457(f) of the Internal Revenue Code for the President's benefit. CGU shall credit the 457(f) Plan with $30,000 per year at the end of each year of employment service from the President. Amounts will be unvested and will be contingent upon the completion by the President of five years of active employment service in the position of President in compliance with the agreement. |
| Part I, Line 7 | Len Jessup, Mary Ann Rodriguez, and Patricia Andre De St. Amant received non-fixed bonus/incentive compensation payments for 2022 reported on Schedule J, Part II, Column B (ii). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Municipal Finance Authority | ||||||||
| A | 201563466 | 13048VPY8 | 2020-06-30 | $4,675,000 | Refinance 2016 bonds | 0 | 0 | 0 |
| California Municipal Finance Authority | ||||||||
| B | 201563466 | 13048VPY8 | 2020-06-30 | $29,721,487 | Refinance 2016 bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $4,675,000 | $149,600 | $90,271 | $4,435,129 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $29,721,487 | $1,411,000 | $590,012 | $27,720,476 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $209,595 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg of day's high/low | 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 | Number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | CGU utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. CGU has engaged an outside accounting firm to prepare the 990 using information provided by the Office of Financial Services, the Office of Human Resources, and the Treasurer's Office, and changes are made as needed. Once a revised draft is available, it is reviewed by the Controller and the Associate Vice President of Finance and Administration. After this review and any resulting changes are complete, the revised draft is provided to members of the CGU Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Audit Committee accepts the 990 and the 990 is provided to all voting members of the Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | The University maintains a policy that any Board member, Senior Management personnel, and such other persons designated by the President, or persons who exercise discretionary authority on behalf of Claremont Graduate University (CGU or University), defined collectively as fiduciary personnel, may not use this authority for his or her own benefit. It is University policy that all such personnel have a fiduciary duty to be free from the influence of any conflicting interest when acting on behalf of CGU. All dealings are conducted on the sole basis of what is in the best interest of the University without favor or preference to third parties based on personal considerations. To this end CGU enforces the following four guidelines concerning conflict of interest: 1. No fiduciary of the University shall accept from any person, directly or indirectly whether by himself or herself or through a family member or through any business or professional associate, any gift, favor, service, employment, or any other thing of value, which he or she knows or has reason to believe is made or offered to him or her with the intent to influence him or her in the performance of his or her fiduciary duties to the University. 2. No fiduciary, who is a partner, officer, or employee of a partnership, firm, or corporation or who owns or controls a significant financial interest in such organization, shall represent, appear for, or negotiate on behalf of the University in connection with the acquisition or sale by CGU of any interest in real or personal property, tangible or intangible, to or from such partnership, firm, or corporation. 3. No fiduciary shall participate by discussion, voting, or by any other action taken by the Board of Trustees or any committee thereof, in the enactment of or defeat of a motion which relates to any transaction with any party referred to in paragraph 2 above. In case any such matter is discussed at any meeting where any fiduciary who has such an interest is present, he or she shall promptly disclose his or her interest in the matter to be voted on to the chairman of the meeting or the Vice President for Finance & Administration/Treasurer (VP/Treasurer) of CGU. He or she shall not vote on the matter and at the discretion of the disinterested members present may be required to leave such meeting. 4. In addition to the foregoing, all fiduciary personnel shall disclose to the VP/Treasurer the existence of any relationship that may be deemed a direct or indirect conflict of interest with Claremont Graduate University. For this purpose, a "direct or indirect conflict of interest" means: a) Any situation in which fiduciary personnel have or may be construed to have a direct or indirect personal or financial interest in any business affairs of the University, whether related to a proposed contract or transaction to which the University may be a party or may be considering or, b) Because of a similarity of business interests or affairs, it may be construed that the University is competing with the personal or financial interest of the fiduciary personnel. The Board Chairperson and VP/Treasurer monitor for conflict of interest throughout the calendar year. On an annual basis the VP/Treasurer polls all Board members and Senior Management personnel for conflict of interest in writing. The written disclosures are reviewed, and disclosed in accordance with the University's Conflict of Interest Policy. |
| Form 990, Part VI, Section B, line 15a | The Assistant Vice President for Human Resources collects and analyzes published compensation data from peer group institutions, local surveys, and the other members of the Claremont Colleges for the position of the President. This information is reviewed by the Vice President for Finance and Administration and then forwarded to the Board Chair, who also reviews the data. The Board Chair presents a recommendation of compensation for the President to the Board of Trustees for approval. After review and discussion, the Board of Trustees determines and approves compensation for the President. Minutes of the Committee meetings and the analyses are kept confidential, limited to the Board of Trustees, the president, Vice President for Finance and Administration, and the Assistant Vice President for Human Resources. The University employs the President via an employment contract approved by the Board of Trustees. The Assistant Vice President for Human Resources also collects and analyzes published compensation data from peer group institutions, local surveys, and the other members of the Claremont Colleges for each senior administrator and other key employee positions. The Vice President for Finance and Administration reviews the data. Then, it is forwarded to the President along with performance evaluations and salary recommendations. After review and discussion, compensation is determined and approved for each senior administrator and other key employees. |
| Form 990, Part VI, Section C, line 19 | CGU posts the governing bylaws, conflict of interest policy, and audited financial statements to the CGU website. |
| Form 990, Part XI, line 9: | Actuarial adjustment 203,810. Income from K-1s Adjustment to contributions received -783,466. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CGU Student Housing LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Tenth Street | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Student Housing | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CGU | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Claremont Colleges Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 South Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
| Primary Activities | Provide academic and business services | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Trusts (4) | |||
| Holdings | CA | Claremont Graduate University | Yes (1) |
| Pooled Income Funds (1) | |||
| Holdings | CA | Claremont Graduate University | Yes (1) |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |