AZUSA PACIFIC UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AZUSA PACIFIC UNIVERSITY (EIN 95-1744369)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-03
- IRS object ID
- 202340939349301219
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-03T12:28:10-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Guasti Road Suite 230 | AddressLine1Txt |
| City | Ontario | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91761 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951744369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AZUS | BusinessNameControlTxt |
| Phone | 6268156000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E Alosta Avenue | AddressLine1Txt |
| City | Azusa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917027000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Aaron Dahlke | PersonNm |
| Person Title | VP of Finance & Admin./CFO | PersonTitleTxt |
| Phone | 6268156000 | PhoneNum |
| Signature | 2023-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Aaron | PersonFirstNm |
| Person Last | Dahlke | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 5055022746 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Adam Morris | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E Alosta Avenue | AddressLine1Txt |
| City | Azusa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917027000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $278,917,681 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.apu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To advance the work of God in the world through academic excellence in higher education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 3758 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $212,519 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $38,074,771 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,331,598 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $244,687,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $242,368,032 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,227,766 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,444,105 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,167,205 | PYOtherRevenueAmt |
| CY Other Revenue | $2,000,285 | CYOtherRevenueAmt |
| PY Total Revenue | $284,701,299 | PYTotalRevenueAmt |
| CY Total Revenue | $273,144,020 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,147,264 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,341,207 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $137,761,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $129,074,985 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $18,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,459,016 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,302,884 | PYOtherExpensesAmt |
| CY Other Expenses | $70,676,521 | CYOtherExpensesAmt |
| PY Total Expenses | $282,230,496 | PYTotalExpensesAmt |
| CY Total Expenses | $274,092,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,470,803 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$948,693 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $393,054,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $364,665,569 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $208,936,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $189,486,180 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,117,996 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $175,179,389 | NetAssetsOrFundBalancesEOYAmt |
| Mission | APU is an evangelical Christian community of disciples and scholars who seek to advance the work of God through academic excellence in liberal arts and professional programs of higher education that encourage development of a Christian perspective of truth and life. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $211,311,495 | ExpenseAmt |
| Grant | $74,314,526 | GrantAmt |
| Revenue | $214,816,716 | RevenueAmt |
| Desc | Tuition & Fees:Azusa Pacific University is an evangelical Christian community of disciples and scholars who seek to advance the work of God in the world through academic excellence in liberal arts and professional programs of higher education that encourage students to develop a Christian perspective of truth and life. With 61 bachelor's degrees, 45 master's degrees, 24 certificates, 12 credentials, and 8 doctoral programs, the university offers its more than 10,000 students a quality education on campus, online, and at seven regional centers throughout Southern California. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,599,053 | ExpenseAmt |
| Revenue | $28,741,066 | RevenueAmt |
| Desc | Auxiliary Enterprises & Other Program Revenue: The University provides, in addition to quality instruction, student life programs, facilities for the students, and activities to further promote the educational experience of students at the University. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $250,687 | ExpenseAmt |
| Grant | $26,681 | GrantAmt |
| Revenue | $97,731 | RevenueAmt |
| Desc | Outreach Ministries:Outreach Ministries help the University fulfill its mission of advancing the work of God in the world and encouraging students to develop a Christian perspective of truth and life. The Institute for Outreach Ministries facilitates trips to other countries. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $227,161,235 | 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 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10731 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3758 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| 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 | Dayana Duarte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6268156000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 East Alosta Avenue | AddressLine1Txt |
| City | Azusa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Paul Ferguson | |||||||||
| President & Trustee (Part Year) | 40.00 | 1.00 | Yes (X) | Yes (X) | $358,460 | $0 | $23,876 | ||
| Chris Jennings | |||||||||
| VP, General Counsel (Part Year) | 40.00 | Yes (X) | $223,844 | $0 | $27,298 | ||||
| Rukshan Fernando | |||||||||
| Provost | 40.00 | $234,520 | $0 | $1,534 | Yes (X) | ||||
| John Thornton | |||||||||
| Chair - School of Accounting | 40.00 | $186,185 | $0 | $24,114 | Yes (X) | ||||
| David Weeks | |||||||||
| Dean- Honors College | 40.00 | $184,311 | $0 | $19,515 | Yes (X) | ||||
| Aja Lesh | |||||||||
| Dean- School Of Nursing | 40.00 | $184,166 | $0 | $19,435 | Yes (X) | ||||
| Andrew Barton | |||||||||
| VP and Interim President | 40.00 | 1.00 | Yes (X) | $178,622 | $0 | $24,221 | |||
| Anita Henck | |||||||||
| Dean - School of Education | 40.00 | $189,694 | $0 | $11,950 | Yes (X) | ||||
| Rachel Castaneda | |||||||||
| Professor | 40.00 | $172,817 | $0 | $24,114 | Yes (X) | ||||
| Stephen Johnson | |||||||||
| Dean - College of Music & Arts | 40.00 | $164,631 | $0 | $31,298 | Yes (X) | ||||
| Robert Welsh | |||||||||
| Dean of BAS | 40.00 | $177,951 | $0 | $16,686 | Yes (X) | ||||
| Stanton Todd Emerson | |||||||||
| Doctor, Student Health Center | 40.00 | $165,043 | $0 | $26,114 | Yes (X) | ||||
| Heather Petridis | |||||||||
| VP For Enrollment Management (Part Year) | 40.00 | $164,687 | $0 | $23,721 | Yes (X) | ||||
| Aurora Matzke | |||||||||
| Associate Provost | 40.00 | $186,492 | $0 | $0 | Yes (X) | ||||
| Robert Duke | |||||||||
| Dean - APU Seminary | 40.00 | $155,664 | $0 | $28,961 | Yes (X) | ||||
| Roxanne Helm-Stevens | |||||||||
| Interim Dean, School of Business & Mgmt | 40.00 | $175,142 | $0 | $9,419 | Yes (X) | ||||
| Paola Martinez | |||||||||
| VP Human Resources | 40.00 | $175,871 | $0 | $6,124 | Yes (X) | ||||
| Corbin Hoornbeek | |||||||||
| VP Advancement | 40.00 | $166,485 | $0 | $5,793 | Yes (X) | ||||
| Donald Davis | |||||||||
| Vice President/CIO | 40.00 | Yes (X) | $149,152 | $0 | $22,421 | ||||
| Alanna Cajthaml | |||||||||
| CFO-VP Of Finance & Business Strategy (Part Year) | 40.00 | Yes (X) | $158,499 | $0 | $10,681 | ||||
| Thomas Miller | |||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Albert Tate | |||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ava Siwek | |||||||||
| Trustee (Part Year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cathy McIntyre | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Evan Collins | |||||||||
| Trustee (Part Year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Greg Esgar | |||||||||
| Trustee (Part Year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jesus Arriaga | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kelli O'Gorman | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Larry Acosta | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Larry Walkemeyer | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lindsey Rehfeld | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lucie Moore | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lynette Ilertsen | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthews Chacko | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ray Johnston | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rich Link | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rishi Sriram | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rob Tiede | |||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sally Colace | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tim Stripe | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,752,236 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $357,275 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 211 | 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 |
|---|---|---|---|---|---|
| Bon Appetit | |||||
| PO Box 50196 | Los Angeles | CA | 90074 | Dining services | $2,440,923 |
| Educationdynamics LLC | |||||
| PO Box 780276 | Philadelphia | PA | 19178 | Marketing serivces | $1,359,199 |
| Media Eye Inc | |||||
| 1223 Wilshire Blvd | Santa Monica | CA | 90403 | Marketing serivces | $1,035,749 |
| SCELC | |||||
| PO Box 29007 | Glendale | CA | 91209 | Software for Electric Library | $920,713 |
| Oracle America Inc | |||||
| PO Box 44471 | San Francisco | CA | 94144 | Oracle Database Software | $776,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $999,890 | FundraisingAmt |
| Government Grants | $15,227,849 | GovernmentGrantsAmt |
| All Other Contributions | $11,103,859 | AllOtherContributionsAmt |
| Noncash Contributions | $6,079,711 | NoncashContributionsAmt |
| Total Contributions | $27,331,598 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition & fees | 611310 | $214,816,716 | $214,816,716 | |
| Auxiliary revenue | 611310 | $18,287,406 | $18,074,887 | $212,519 |
| Other program revenue | 611310 | $5,231,978 | $5,231,978 | |
| Inventory sales | 611310 | $3,934,201 | $3,934,201 | |
| Outreach ministries | 611310 | $97,731 | $97,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $242,368,032 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,400,578 | TotalRevenueColumnAmt |
| Exclusion | $1,400,578 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $817,598 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $267,747 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $549,851 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $549,851 | TotalRevenueColumnAmt |
| Exclusion | $549,851 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,496,415 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,452,888 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,527 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,527 | TotalRevenueColumnAmt |
| Exclusion | $43,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,460 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $999,890 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,026 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,566 | TotalRevenueColumnAmt |
| Exclusion | -$49,566 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAPU Shared Svcs Fee | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,500,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,500,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,500,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,144,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $243,655,513 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $212,519 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,944,390 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,314,526 | TotalAmt |
| Program Services | $74,314,526 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,681 | TotalAmt |
| Program Services | $26,681 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,930,490 | TotalAmt |
| Program Services | $805,830 | ProgramServicesAmt |
| Management And General | $1,859,706 | ManagementAndGeneralAmt |
| Fundraising | $264,954 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,059 | TotalAmt |
| Program Services | $179,059 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,518,770 | TotalAmt |
| Program Services | $92,118,760 | ProgramServicesAmt |
| Management And General | $8,714,118 | ManagementAndGeneralAmt |
| Fundraising | $1,685,892 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,299 | TotalAmt |
| Management And General | $125,299 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,958,236 | TotalAmt |
| Program Services | $1,643,727 | ProgramServicesAmt |
| Management And General | $14,288,741 | ManagementAndGeneralAmt |
| Fundraising | $25,768 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,363,131 | TotalAmt |
| Program Services | $6,509,912 | ProgramServicesAmt |
| Management And General | $719,737 | ManagementAndGeneralAmt |
| Fundraising | $133,482 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,678 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $373,678 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,378 | TotalAmt |
| Management And General | $229,378 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,057 | TotalAmt |
| Management And General | $224,057 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,002,164 | TotalAmt |
| Program Services | $2,376,328 | ProgramServicesAmt |
| Management And General | $1,509,418 | ManagementAndGeneralAmt |
| Fundraising | $116,418 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,623,448 | TotalAmt |
| Program Services | $5,261,632 | ProgramServicesAmt |
| Management And General | $326,668 | ManagementAndGeneralAmt |
| Fundraising | $35,148 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,224,846 | TotalAmt |
| Program Services | $3,484,312 | ProgramServicesAmt |
| Management And General | $605,995 | ManagementAndGeneralAmt |
| Fundraising | $134,539 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,794,496 | TotalAmt |
| Program Services | $1,631,676 | ProgramServicesAmt |
| Management And General | $2,809,864 | ManagementAndGeneralAmt |
| Fundraising | $352,956 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,390,335 | TotalAmt |
| Program Services | $8,365,966 | ProgramServicesAmt |
| Fundraising | $24,369 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112,640 | TotalAmt |
| Program Services | $2,022,202 | ProgramServicesAmt |
| Management And General | $47,852 | ManagementAndGeneralAmt |
| Fundraising | $42,586 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,733 | TotalAmt |
| Program Services | $91,899 | ProgramServicesAmt |
| Management And General | $6,939 | ManagementAndGeneralAmt |
| Fundraising | $2,895 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,795,971 | TotalAmt |
| Program Services | $6,058,572 | ProgramServicesAmt |
| Management And General | $3,737,399 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,370,909 | TotalAmt |
| Program Services | $11,457,232 | ProgramServicesAmt |
| Management And General | $913,677 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,963,462 | TotalAmt |
| Management And General | $1,963,462 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Cost of Goods Sold | $6,784,118 | $6,767,772 | $16,346 |
| O/C Tuition Costs | $204,400 | $204,400 | |
| Book purchases | $155,668 | $155,540 | $128 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,313,218 | TotalAmt |
| Program Services | $3,673,209 | ProgramServicesAmt |
| Fundraising | $5,640,009 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,092,713 | TotalAmt |
| Program Services | $227,161,235 | ProgramServicesAmt |
| Management And General | $38,472,462 | ManagementAndGeneralAmt |
| Fundraising | $8,459,016 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,164,461 | BOYAmt |
| EOY | $11,629,013 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,766 | BOYAmt |
| EOY | $521,025 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,833 | BOYAmt |
| EOY | $2,030,467 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,479,888 | BOYAmt |
| EOY | $13,370,937 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,243 | BOYAmt |
| EOY | $832,050 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,799 | BOYAmt |
| EOY | $1,295,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $386,547,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $204,417,743 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,419,941 | BOYAmt |
| EOY | $182,129,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,881,054 | BOYAmt |
| EOY | $91,050,777 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,673,614 | BOYAmt |
| EOY | $16,958,427 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,374,784 | BOYAmt |
| EOY | $9,027,592 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,689,602 | BOYAmt |
| EOY | $35,820,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,054,985 | BOYAmt |
| EOY | $364,665,569 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,645,282 | BOYAmt |
| EOY | $9,570,048 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,069,177 | BOYAmt |
| EOY | $2,367,507 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,400,420 | BOYAmt |
| EOY | $5,732,894 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,274,777 | BOYAmt |
| EOY | $111,301,043 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,175,010 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,547,333 | BOYAmt |
| EOY | $59,339,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,936,989 | BOYAmt |
| EOY | $189,486,180 | 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 | $95,688,967 | BOYAmt |
| EOY | $90,406,661 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,429,029 | BOYAmt |
| EOY | $84,772,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,117,996 | BOYAmt |
| EOY | $175,179,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,054,985 | BOYAmt |
| EOY | $364,665,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$948,693 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,704,468 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,714,554 | 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 | $14,895,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,632,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,293,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,074,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,331,598 | CurrentTaxYearAmt |
| Total | $105,228,043 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,895,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,632,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,293,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,074,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,331,598 | CurrentTaxYearAmt |
| Total | $105,228,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,972,442 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,255,601 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,530,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,154,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,674,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,482,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,218,176 | CurrentTaxYearAmt |
| Total | $13,059,935 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,000,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,000,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,500,000 | CurrentTaxYearAmt |
| Total | $7,500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $125,787,978 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,393,472,453 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10, Explanation of Other Income: | Other Income - 2019 Amount: $ 3,000,000. 2020 Amount: $ 3,000,000. 2021 Amount: $ 1,500,000. |
| Schedule A, Part II: | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and qualifies to use the first listed special rule for Schedule B reporting. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,016 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,016 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Azusa Pacific University pays annual membership dues to the Association of Independent California Colleges and Universitites (AICCU.) A portion of those dues are used for lobbying purposes. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $3,289,905 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,257,631 | BeginningYearBalanceAmt |
| Contributions | $928,699 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,445,253 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,279,691 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,461,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,907,647 | BeginningYearBalanceAmt |
| Contributions | $1,720,374 | ContributionsAmt |
| Investment Earnings Or Losses | $23,151,594 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,521,984 | GrantsOrScholarshipsAmt |
| End Year Balance | $100,257,631 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,262,646 | BeginningYearBalanceAmt |
| Contributions | $668,418 | ContributionsAmt |
| Investment Earnings Or Losses | -$673,354 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,350,064 | GrantsOrScholarshipsAmt |
| End Year Balance | $76,907,647 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,913,981 | BeginningYearBalanceAmt |
| Contributions | $1,927,370 | ContributionsAmt |
| Investment Earnings Or Losses | $1,812,696 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,391,401 | GrantsOrScholarshipsAmt |
| End Year Balance | $79,262,646 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,435,220 | BeginningYearBalanceAmt |
| Contributions | $1,076,304 | ContributionsAmt |
| Investment Earnings Or Losses | $7,373,160 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,970,703 | GrantsOrScholarshipsAmt |
| End Year Balance | $86,913,981 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69960 | PrmnntEndowmentBalanceEOYPct |
| 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 | $12,953,746 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $54,663,289 | OtherCostOrOtherBasisAmt |
| Book Value | $67,617,035 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,135,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,946,146 | DepreciationAmt |
| Book Value | $96,188,948 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,083,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,064,959 | DepreciationAmt |
| Book Value | $2,018,847 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,235,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,890,922 | DepreciationAmt |
| Book Value | $6,344,599 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,475,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,515,716 | DepreciationAmt |
| Book Value | $9,959,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $182,129,373 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $426,130 |
| Beneficial interest in trusts | $4,394,058 |
| Finance lease | $2,160,714 |
| Operating lease | $28,839,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $35,820,284 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Trust Liab. Due to Others | $12,865,142 |
| Other Liabilities | $2,106,510 |
| Asset Retirement Obligations | $1,466,374 |
| Accrued Loss on Interest Rate Swap | $9,591,560 |
| Capital Lease Obligations | $33,310,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,339,678 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The University's Special Collections includes five original Dead Sea Scroll fragments, a collection of rare Biblical antiquities, presidential signatures, rare clocks, rare manuscripts, and books held for public exhibition, scholarly research, preservation for future generations, and educational learning purposes. |
| Part V, Line 4: | Primarily scholarships. |
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 University Undergraduate and Graduate Catalogues state that "Azusa Pacific University, in accordance with applicable federal and state laws and university policies, does not discriminate on the basis of race, color, national origin, sex, age, disability, medical status, or status as a veteran. The university also prohibits sexual harassment. This nondiscrimination policy covers admission, access, operation of university programs and activities, and employment. This policy is in accordance with Titles VI and VII of the Civil Rights Act of 1964, as amended; Title IX of the Educational Amendments of 1972; the Americans with Disabilities Act; and Section 504 of the Rehabilitation Act of 1973". The University currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(b). |
| Schedule E, Part I, Line 6 | The University receives student financial aid awards from the U.S. Department of Education and the Californnia Student Aid Commission. In FYE 6/30/22, the University received Higher Education Emergency Relief Funding (HEERF) from the U.S. Department of Education. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grants paid to recipients | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $26,681 | 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 | $26,681 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $26,681 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Purpose Of Grant | Supporting foreign missions and study abroad | PurposeOfGrantTxt |
| Cash Grant | $26,681 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The primary use of the grants is for academic programs which are reviewed on a periodic basis by the Undergraduate Provost and Associate Dean. The grants also cover the cost of room and board. |
| Part I, line 3: | Foreign expenditures are tracked in accordance with the accrual basis of accounting using expense reports, receipts, and other appropriate documentation. |
| Part III Accounting Method: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner Rally | Event1Nm |
| Gross Receipts Event1 | $948,343 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $946,483 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,860 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,303 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,513 | FoodAndBeverageEvent1Amt |
| Event2 | APUSA Spring Event | Event2Nm |
| Gross Receipts Event2 | $55,007 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $53,407 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,600 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,812 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,126 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,272 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,003,350 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $999,890 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,460 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,303 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,325 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,126 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,272 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,026 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$49,566 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 10163 | $67,942,983 |
| HEERF Funds | 1772 | $6,371,543 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Student Financial Services Department maintains records to substantiate eligibility and selection criteria for students receiving awards and scholarships. Departments maintain records of selection criteria and eligibility for recipients of stipends and other awards. All payments are uploaded to their respective categories. The business office reconciles accounts and prepares departmental and grantor reports. Awards are applied directly to student accounts and no cash changes hands. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paul Ferguson | ||||||||||||||
| President & Trustee (Part Year) | $350,960 | $0 | $0 | $0 | $7,500 | $0 | $0 | $0 | $24,764 | $0 | $383,224 | $0 | $0 | $0 |
| Chris Jennings | ||||||||||||||
| VP, General Counsel (Part Year) | $223,844 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,751 | $0 | $251,595 | $0 | $0 | $0 |
| Rukshan Fernando | ||||||||||||||
| Provost | $234,520 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,838 | $0 | $236,358 | $0 | $0 | $0 |
| John Thornton | ||||||||||||||
| Chair - School of Accounting | $186,185 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,567 | $0 | $210,752 | $0 | $0 | $0 |
| David Weeks | ||||||||||||||
| Dean- Honors College | $184,311 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,968 | $0 | $204,279 | $0 | $0 | $0 |
| Aja Lesh | ||||||||||||||
| Dean- School Of Nursing | $184,166 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,888 | $0 | $204,054 | $0 | $0 | $0 |
| Andrew Barton | ||||||||||||||
| VP and Interim President | $177,764 | $0 | $0 | $0 | $858 | $0 | $0 | $0 | $24,680 | $0 | $203,302 | $0 | $0 | $0 |
| Anita Henck | ||||||||||||||
| Dean - School of Education | $189,694 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,403 | $0 | $202,097 | $0 | $0 | $0 |
| Rachel Castaneda | ||||||||||||||
| Professor | $172,817 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,469 | $0 | $197,286 | $0 | $0 | $0 |
| Stephen Johnson | ||||||||||||||
| Dean - College of Music & Arts | $164,631 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,734 | $0 | $196,365 | $0 | $0 | $0 |
| Robert Welsh | ||||||||||||||
| Dean of BAS | $177,951 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,139 | $0 | $195,090 | $0 | $0 | $0 |
| Stanton Todd Emerson | ||||||||||||||
| Doctor, Student Health Center | $165,043 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,543 | $0 | $191,586 | $0 | $0 | $0 |
| Heather Petridis | ||||||||||||||
| VP For Enrollment Management (Part Y | $164,687 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,152 | $0 | $188,839 | $0 | $0 | $0 |
| Aurora Matzke | ||||||||||||||
| Associate Provost | $186,492 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $186,492 | $0 | $0 | $0 |
| Robert Duke | ||||||||||||||
| Dean - APU Seminary | $155,664 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $29,382 | $0 | $185,046 | $0 | $0 | $0 |
| Roxanne Helm-Stevens | ||||||||||||||
| Interim Dean, School of Business & M | $175,142 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,727 | $0 | $184,869 | $0 | $0 | $0 |
| Paola Martinez | ||||||||||||||
| VP Human Resources | $175,871 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,391 | $0 | $182,262 | $0 | $0 | $0 |
| Corbin Hoornbeek | ||||||||||||||
| VP Advancement | $160,485 | $0 | $0 | $0 | $6,000 | $0 | $0 | $0 | $6,187 | $0 | $172,672 | $0 | $0 | $0 |
| Donald Davis | ||||||||||||||
| Vice President/CIO | $149,152 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,802 | $0 | $171,954 | $0 | $0 | $0 |
| Alanna Cajthaml | ||||||||||||||
| CFO-VP Of Finance & Business Strateg | $158,499 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,720 | $0 | $169,219 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | First Class Travel: The governing board has specifically authorized this and recognizes it as necessary and for bona fide business purpose. Those who received this benefit include the President, Executive Vice President, and any others approved by the President, Executive Vice President, and Provost. Travel for companions: Spousal travel approved for major donor events/ visits which are bona fide business travel authorized by board chair for the President, and by President for other highly compensated employees. Those who received this benefit include the President's spouse, Executive Vice President's spouse, and any others as approved by the President, Executive Vice President, and Provost. | ExplanationTxt |
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 | 13048TTT0 | 2015-04-09 | $64,975,000 | Refund 4/5/11 Bond | 0 | 0 | 0 |
| California Municipal Finance Authority | ||||||||
| B | 201563466 | 13048TTS2 | 2015-04-09 | $72,659,749 | Refund 4/5/11 Bond | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $11,770,000 | $64,975,000 | $225,000 | $64,750,000 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $12,160,000 | $72,659,749 | $717,631 | $71,942,118 | 2008 | Yes (1) | Yes (1) | 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 | 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 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo Bank NA | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 28.000000000000 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | Yes (1) | 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Briana Pack | |||
| Famiy of Dean - School of Nursing | $94,282 | Wages and benefits | 0 |
| Stephen Martin | |||
| Family of Dean - APU Seminary | $84,727 | Wages and benefits | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $158,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Median value | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,919,807 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Sports equipment | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $549 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | 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 | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The governing body has delegated broad authority to the Executive Committee. The Executive Committee is composed of the Board Chair, Vice Chair, Secretary, and President, as well as 6 Trustees. The scope of the Executive Committee's authority may be found in the bylaws of APU. The bylaws state that, "The Executive Committee, to the extent provided in the Bylaws, shall have all the authority of the Board, except (a) The approval of any action for which the California Nonprofit Corporation Law also requires approval of the members or approval of a majority of all members; (b) The filling of vacancies on the Board or in any committee which has the authority of the Board; (c) The amendment or repeal of Bylaws or the adoption of the new Bylaws; (d) The amendment or repeal of any resolution of the Board, which by its express terms is not so amendable or repealable; (e) The appointment of Committees of the Board or the members thereof." All members of the Executive Committee are also members of the Board of Trustees |
| Form 990, Part VI, Section B, line 11b | Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then forwarded to the Board of Directors (with donor names and addresses redacted) for Board review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Annually, the Office of the General Counsel has all trustees, officers, and other key employees complete a conflict of interest questionnaire and the General Counsel addresses any disclosed conflicts of interest pursuant to the processes set forth in the University's Policy on Conflicts of Interest. If potential or actual conflicts are identified, they are analyzed by the University's General Counsel. The General Counsel advises the appropriate committee or the board on how to resolve the conflict. |
| Form 990, Part VI, Section B, line 15 | Any changes to the compensation of the University's President and executive officers is approved by the Board of Trustees based on market survey data. Periodically, the University retains the services of an independent compensation consultant to review the compensation of the CEO and executive officers and to report to the Board of Trustees. The compensation of other key employees is reviewed and approved by the executive officer or administrator to whom they report. The process and decisions are recorded for all compensated officers, trustees, and key employees. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part XI, line 9: | Amortization of Asset Retirement Obligation -61,055. Change in Value of Beneficial Interest in Trusts 73,650. Change in Value of Split Interest Agreements -1,538,357. Unrealized Loss on Interest Rate Swap 7,694,103. Non-recurring activities -453,787. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 E Camelback Road | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real estate | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $400,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific University | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Los Angeles Pacific University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E Alosta Avenue | AddressLine1Txt |
| City | Azusa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364682140 | EIN |
| Primary Activities | Online higher education | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| Azusa Ensenada S de RL de CV | ||||||||||
| C/O Jose Luis Perez Rocha Avenida | Tijuana | MX | 22320 | Real estate | MX | Azusa Pacific University | Investment | 0 | 0 | |
| Azusa Pacific Mexicali | ||||||||||
| C/O Jose Luis Perez Rocha Avenida | Tijuana | MX | 22320 | Real estate | MX | Investment | 0 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (47) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Hold assets and remit income to the University | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Los Angeles Pacific University | |
| P | $59,913 |
| Los Angeles Pacific University | |
| Q | |
| Los Angeles Pacific University | |
| R | |
| Los Angeles Pacific University | |
| S | $1,686,415 |
| Los Angeles Pacific University | |
| E | |