CLAREMONT LINCOLN UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT LINCOLN UNIVERSITY (EIN 45-1171945)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349307558
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T14:04:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 21700 OXNARD ST STE 300 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451171945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT LINCOLN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9096674400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W FIRST STREET | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MENDOZA | PersonNm |
| Person Title | EXECUTIVE VP / COO | PersonTitleTxt |
| Phone | 9096674400 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | MENDOZA | 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 | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Preparation | 2023-11-10 | 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 | LYNN PRIDDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W FIRST STREET | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,207,266 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLAREMONTLINCOLN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DELIVERS SOCIALLY CONSCIOUS, AFFORDABLE, AND ACCESSIBLE ONLINE GRADUATE EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 99 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $683,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,083,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,167,166 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,705,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $688,240 | PYInvestmentIncomeAmt |
| CY Investment Income | $192,169 | CYInvestmentIncomeAmt |
| PY Other Revenue | $153,567 | PYOtherRevenueAmt |
| CY Other Revenue | $173,957 | CYOtherRevenueAmt |
| PY Total Revenue | $4,692,633 | PYTotalRevenueAmt |
| CY Total Revenue | $6,154,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $209,486 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $256,492 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,848,341 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,785,378 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,926,870 | PYOtherExpensesAmt |
| CY Other Expenses | $5,025,667 | CYOtherExpensesAmt |
| PY Total Expenses | $8,984,697 | PYTotalExpensesAmt |
| CY Total Expenses | $10,067,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,292,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,912,552 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,321,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,917,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $695,583 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $825,831 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,625,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,091,750 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,028,571 | ExpenseAmt |
| Grant | $256,492 | GrantAmt |
| Revenue | $2,721,985 | RevenueAmt |
| Desc | CLAREMONT LINCOLN UNIVERSITY CURRENTLY OFFERS AFFORDABLE, ACCESSIBLE, AND INCLUSIVE ONLINE GRADUATE PROGRAMS TO DIVERSE WORKING ADULTS WHO DO NOT ALWAYS FIT THE TRADITIONAL UNIVERSITY STRUCTURES OR TIMELINES AND WHO THRIVE IN A PRACTITIONER-BASED, HIGH-TOUCH STUDENT SUPPORT ENVIRONMENT. THROUGH THE DISTINCTIVE LEADERSHIP CURRICULA, THE CLAREMONT CORE, WHICH IS INTEGRATED INTO ALL PROGRAMS, CLU EDUCATES CURRENT AND FUTURE LEADERS WHO THEN CREATE POSITIVE SOCIAL, ENVIRONMENTAL, AND ECONOMIC CHANGE IN THEIR COMMUNITIES AND WORKPLACES. CURRENTLY CLU OFFERS SIX MASTER'S DEGREES AND EIGHT ADVANCED PRACTICE GRADUATE CERTIFICATES RANGING FROM HEALTHCARE ADMINISTRATION AND HUMAN RESOURCES MANAGEMENT TO PUBLIC ADMINISTRATION, SUSTAINABILITY LEADERSHIP, AND ADVANCED DIVERSITY, EQUITY, AND INCLUSION PRACTICES. IN 2021, CLU INCREASED ITS ENROLLMENT FROM 200 TO 300 STUDENTS, CONTINUING ITS YEAR-OVER-YEAR GROWTH. IN LATE 2022, CLU DECIDED TO POSTPONE ADDING ITS FIRST BACCALAUREATE COMPLETION PROGRAM IN ORGANIZATIONAL LEADERSHIP DESIGNED FOR WORKING ADULTS WITH SIGNIFICANT TRANSFER CREDITS AND EXPERIENTIAL LEARNING WHO WISH TO COMPLETE THEIR DEGREES UNTIL THE START OF 2023. PROJECTIONS INDICATE THAT THIS PROGRAM WILL INCREASE THE STUDENT POPULATION SIGNIFICANTLY IN 2023 AND 2024. CLAREMONT LINCOLN UNIVERSITY DISTINGUISHES ITSELF THROUGH ITS INNOVATIVE EDUCATIONAL OFFERINGS WITH THE IMPERATIVE OF DEVELOPING LEADERS WHO ARE ETHICAL, EQUITABLE, INCLUSIVE, AND PREPARED TO CREATE POSITIVE CHANGE IN THEIR COMMUNITIES. THROUGH ITS UNIQUE COLLABORATION WITH THE LINCOLN INSTITUTE OF LAND POLICY, CLU BRINGS THE DEEP KNOWLEDGE OF A GLOBALLY RECOGNIZED NON-PROFIT PRIVATE OPERATING FOUNDATION FOCUSED ON ADDRESSING DIFFICULT SOCIAL, ECONOMIC, AND ENVIRONMENTAL CHALLENGES. A NICHE INSTITUTION, CLU ACHIEVES ITS MISSION THROUGH ITS INNOVATIVE SCHOLAR-PRACTITIONER BASED ONLINE CURRICULA AND ITS DISTINCTIVE LEADERSHIP MODEL, THE CLAREMONT CORE, WHICH ARE INTEGRATED THROUGHOUT SIX GRADUATE DEGREE PROGRAMS, EIGHT ADVANCED PRACTICE CERTIFICATES, AND A BACCALAUREATE COMPLETION PROGRAM WHICH LAUNCHED IN JANUARY OF 2023. | Desc |
| Total Program Service Expenses | $7,028,571 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 99 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MENDOZA | PersonNm |
| Phone | 9096674494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W FIRST STREET | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS BECKER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY DIGIOVANNI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $1,758 | $0 | $0 | ||
| JAMES MANIFOLD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY CAMPBELL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH DRAKE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS NECHYBA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE BEALE | ||||||||
| DIRECTOR (THRU 12/16/22) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOURDES GERMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE CHANEN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN LINCOLN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WILLIAMS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN PRIDDY | ||||||||
| PRESIDENT / CEO | 40.00 | 0.00 | Yes (X) | $325,903 | $0 | $16,204 | Yes (X) | |
| HENRY COLEMAN | ||||||||
| DIRECTOR (FROM 12/16/22) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY CORNIA | ||||||||
| DIRECTOR (FROM 12/16/22) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAXINE GRIFFITH | ||||||||
| DIRECTOR (FROM 12/16/22) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MENDOZA | ||||||||
| EVP / COO (FROM 3/31/22) | 40.00 | 0.00 | $171,186 | $0 | $20,537 | Yes (X) | ||
| JOANNA BAUER | ||||||||
| VP FOR AA / CAO | 40.00 | 0.00 | $204,007 | $0 | $30,469 | Yes (X) | ||
| NANCY BARNES | ||||||||
| CHR / RAO | 40.00 | 0.00 | $154,238 | $0 | $25,287 | Yes (X) | ||
| LINDA RABITOY | ||||||||
| CHIEF FINANCIAL OFFICER(THRU 8/7/22) | 40.00 | 0.00 | $101,285 | $0 | $12,080 | Yes (X) | ||
| JOSEPH SALLUSTIO | ||||||||
| EXECUTIVE VP/COO (THRU 1/7/22) | 40.00 | 0.00 | $29,043 | $0 | $558 | Yes (X) | ||
| MELISSA PULS | ||||||||
| VP STRATEGIC PSHIPS (THRU 9/16/22) | 40.00 | 0.00 | $138,503 | $0 | $33,034 | Yes (X) | ||
| STEPHANIE VARNON-HUGHES | ||||||||
| DIRECTOR OF CLAREMONT CORE | 40.00 | 0.00 | $123,765 | $0 | $23,816 | Yes (X) | ||
| KAREN KRAKER | ||||||||
| DEAN OF SS / REGISTRAR | 40.00 | 0.00 | $113,552 | $0 | $16,621 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,363,240 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $178,606 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| GOOGLE LLC | |||||
| PO BOX 883654 | LOS ANGELES | CA | 900883654 | ONLINE MARKETING ADS | $544,922 |
| META PLATFORMS INC | |||||
| 15161 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | ONLINE MARKETING ADS | $379,087 |
| LINKEDIN CORPORATION | |||||
| 62228 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 606930622 | ONLINE MARKETING ADS | $364,321 |
| CLOUDCONTROLMEDIA LLC | |||||
| DEPT LA 24990 | PASADENA | CA | 911854990 | MARKETING SERVICES | $240,190 |
| COOLEY LLP | |||||
| 3 EMBARCADERO CENTER 20TH FLOOR | SAN FRANCISCO | CA | 94111 | LEGAL SERVICES | $222,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,083,250 | AllOtherContributionsAmt |
| Total Contributions | $3,083,250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT TUITION AND FEES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $2,705,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,705,609 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,705,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,979 | TotalRevenueColumnAmt |
| Exclusion | $182,979 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,581 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,581 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,581 | TotalRevenueColumnAmt |
| Exclusion | $157,581 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,061,471 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,052,281 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,190 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,190 | TotalRevenueColumnAmt |
| Exclusion | $9,190 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER FEES | 611710 | $15,000 | $15,000 |
| OTHER INCOME | 611710 | $1,376 | $1,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,376 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,154,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,721,985 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $349,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,492 | TotalAmt |
| Program Services | $256,492 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,091 | TotalAmt |
| Program Services | $577,945 | ProgramServicesAmt |
| Management And General | $686,146 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,453,637 | TotalAmt |
| Program Services | $2,432,216 | ProgramServicesAmt |
| Management And General | $21,421 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,652 | TotalAmt |
| Program Services | $94,012 | ProgramServicesAmt |
| Management And General | $51,640 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,845 | TotalAmt |
| Program Services | $104,433 | ProgramServicesAmt |
| Management And General | $517,412 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,153 | TotalAmt |
| Program Services | $240,122 | ProgramServicesAmt |
| Management And General | $60,031 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,921 | TotalAmt |
| Program Services | $335,342 | ProgramServicesAmt |
| Management And General | $541,579 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,080 | TotalAmt |
| Management And General | $364,080 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,129 | TotalAmt |
| Management And General | $96,129 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,808 | TotalAmt |
| Program Services | $1,658,808 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,933 | TotalAmt |
| Program Services | $1,125 | ProgramServicesAmt |
| Management And General | $69,808 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,991 | TotalAmt |
| Program Services | $398,393 | ProgramServicesAmt |
| Management And General | $99,598 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,635 | TotalAmt |
| Program Services | $2,550 | ProgramServicesAmt |
| Management And General | $19,085 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,910 | TotalAmt |
| Program Services | $9,621 | ProgramServicesAmt |
| Management And General | $48,289 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,364 | TotalAmt |
| Program Services | $7,330 | ProgramServicesAmt |
| Management And General | $1,034 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,170 | TotalAmt |
| Program Services | $706,536 | ProgramServicesAmt |
| Management And General | $176,634 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,196 | TotalAmt |
| Management And General | $145,196 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GRADUATION/SPECIAL EVEN | $123,225 | $122,825 | $400 |
| DUES AND SUBSCRIPTIONS | $111,980 | $76,931 | $35,049 |
| DONATIONS | $41,049 | $41,049 | |
| RECRUITMENT - EMPLOYMEN | $7,342 | $7,342 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,934 | TotalAmt |
| Program Services | $3,890 | ProgramServicesAmt |
| Management And General | $57,044 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,067,537 | TotalAmt |
| Program Services | $7,028,571 | ProgramServicesAmt |
| Management And General | $3,038,966 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,051 | BOYAmt |
| EOY | $3,108,366 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,641 | BOYAmt |
| EOY | $353,926 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375 | BOYAmt |
| EOY | $23,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,736 | BOYAmt |
| EOY | $28,697 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,361 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,014 | BOYAmt |
| EOY | $120,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,047,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,684,826 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,230,956 | BOYAmt |
| EOY | $17,362,829 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,796,471 | BOYAmt |
| EOY | $8,913,291 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,321,244 | BOYAmt |
| EOY | $29,917,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,583 | BOYAmt |
| EOY | $825,831 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,583 | BOYAmt |
| EOY | $825,831 | 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 | $34,510,650 | BOYAmt |
| EOY | $28,993,295 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,011 | BOYAmt |
| EOY | $98,455 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,625,661 | BOYAmt |
| EOY | $29,091,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,321,244 | BOYAmt |
| EOY | $29,917,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,912,552 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,621,359 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,420,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,420,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,848,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,980,071 | DepreciationAmt |
| Book Value | $13,868,128 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $375,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $353,199 | DepreciationAmt |
| Book Value | $22,413 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $403,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,556 | DepreciationAmt |
| Book Value | $52,288 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,362,829 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,277,134 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,621,359 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$256,492 | OtherRevenueAmt |
| Revenue Not Reported | -$1,877,851 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,154,985 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,154,985 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,811,045 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,811,045 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $256,492 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $256,492 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,067,537 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | AS OF AUGUST 22, 2014, THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE UNIVERSITY IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), AND AS A PUBLIC CHARITY AS DEFINED IN IRC SECTION 170(B)(1)(A)(VI) AS OF DECEMBER 22, 2010. THE UNIVERSITY HAS APPLIED FOR AND WAS GRANTED A CHANGE IN DESIGNATION FROM A PUBLIC CHARITY TO A SCHOOL AS DEFINED IN IRC SECTION 170(B)(1)(A)(II) EFFECTIVE MARCH 15, 2018. THE IRS DETERMINATION QUALIFIED THE UNIVERSITY FOR TAX EXEMPTION THROUGH SIMILAR PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. CONTRIBUTIONS TO THE UNIVERSITY ARE DEDUCTIBLE UNDER IRC SECTION 170 AND THE UNIVERSITY IS QUALIFIED TO RECEIVE TAX DEDUCTIBLE BEQUESTS, DEVICES, TRANSFERS, OR GIFTS UNDER IRC SECTION 2055, 2106, OR 2522. THE UNIVERSITY HAS EVALUATED ITS TAX POSITION AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE UNIVERSITY'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION, AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. THE UNIVERSITY DOES NOT ENGAGE IN ANY UNRELATED TRADE OR BUSINESS, AS SUCH, MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION. THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE UNIVERSITY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID -256,492. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID 256,492. |
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 NONDISCRIMINATION POLICY IS PUBLISHED IN THE ACADEMIC CATALOG EACH YEAR ALONG WITH ALL BROCHURES, APPLICATION FORMS AND ADVERTISEMENTS. THE NONDISCRIMINATORY POLICY IS ALSO INCLUDED ON THE HOMEPAGE OF CLAREMONT LINCOLN'S WEBSITE AT HTTPS://WWW.CLAREMONTLINCOLN.EDU/ AND IS PUBLISHED ANNUALLY IN THE CLAREMONT COURIER. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES TITLE IV FUNDING. |
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 | 163 | RecipientCnt |
| Cash Grant | $256,492 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CLAREMONT LINCOLN UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO QUALIFIED STUDENTS IN ACCORDANCE WITH GUIDELINES SET FORTH BY THE DEPARTMENT OF EDUCATION. CLU ENSURES THAT ALL STUDENTS ARE QUALIFIED TO RECEIVE SUCH ASSISTANCE. ASSISTANCE IS PROVIDED THROUGH DIRECT REDUCTION TO TUITION FOR STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN PRIDDY | ||||||||||||||
| PRESIDENT / CEO | $280,403 | $0 | $25,000 | $0 | $20,500 | $0 | $15,872 | $0 | $332 | $0 | $342,107 | $0 | $0 | $0 |
| JOANNA BAUER | ||||||||||||||
| VP FOR AA / CAO | $187,407 | $0 | $0 | $0 | $16,600 | $0 | $16,600 | $0 | $13,869 | $0 | $234,476 | $0 | $0 | $0 |
| MARK MENDOZA | ||||||||||||||
| EVP / COO (FROM 3/31/22) | $171,186 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,537 | $0 | $191,723 | $0 | $0 | $0 |
| NANCY BARNES | ||||||||||||||
| CHR / RAO | $141,638 | $0 | $0 | $0 | $12,600 | $0 | $12,600 | $0 | $12,687 | $0 | $179,525 | $0 | $0 | $0 |
| MELISSA PULS | ||||||||||||||
| VP STRATEGIC PSHIPS (THRU 9/16/22) | $128,272 | $0 | $0 | $0 | $10,231 | $0 | $10,231 | $0 | $22,803 | $0 | $171,537 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | A DISCRETIONARY BONUS WAS PAID TO THE ORGANIZATION'S PRESIDENT/CEO. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | MISSION CLAREMONT LINCOLN UNIVERSITY UNLOCKS THE POTENTIAL OF CURRENT AND FUTURE LEADERS WHO SEEK TO ADDRESS SIGNIFICANT SOCIAL, ECONOMIC, AND ENVIRONMENTAL CHALLENGES. VISION A WORLD TRANSFORMED BY ETHICAL LEADERS AND ENGAGED COMMUNITIES. CORE VALUES COMPASSION - FOLLOW THE GOLDEN RULE: DO UNTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU. INTEGRITY - BE CONSISTENT AND TRANSPARENT IN OUR VALUES, ACTIONS, AND OUTCOMES. RESPECT - VALUE AND BE MINDFUL OF OTHER'S VIEWS AND TRADITIONS. DILIGENCE - HAVE A COMMITMENT TO CONTINUALLY IMPROVE AND THE STRENGTH TO MAKE A DIFFERENCE. INDIVIDUAL RESPONSIBILITY - HOLD OURSELVES ACCOUNTABLE; DELIVER ON OUR PROMISES. INNOVATION - STRIVE TO DEFINE NEW WAYS TO MAKE EDUCATION BETTER. LOYALTY - SUPPORT AND ALLEGIANCE TO CLU. SOCIAL IMPACT - MAKE THE WORLD A BETTER PLACE. SERVICE - PROVIDE A QUALITY EDUCATIONAL EXPERIENCE TO ALL WHO ENCOUNTER CLU. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE NOVEMBER 1, 2022, THE UNIVERSITY AMENDED ITS BYLAWS TO ALLOW UP TO 35% OF THE UNIVERSITY'S BOARD OF DIRECTORS TO BE APPOINTED BY THE LINCOLN INSTITUTE, AN ORGANIZATION WITH WHICH THE UNIVERSITY HAS AN AFFILIATION AGREEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS TWO CLASSES OF MEMBERS. CLASS A IS COMPRISED OF THE LINCOLN INSTITUTE OF LAND POLICY. CLASS B IS THE CORPORATION'S BOARD OF DIRECTORS THEN SERVING. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CLASS A MEMBER LINCOLN INSTITUTE OF LAND POLICY HAS THE EXCLUSIVE RIGHT TO APPOINT UP TO 35% OF THE CORPORATION'S DIRECTORS AND TO REMOVE ANY DIRECTOR OR FILL ANY VACANCY OF A DIRECTOR WHO WAS APPOINTED BY THE CLASS A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGE IN THE BYLAWS OR ARTICLES OF INCORPORATION, A DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, AND ANY VOLUNTARY DISSOLUTION OF THE CORPORATION MUST BE APPROVED BY A MAJORITY OF BOTH CLASSES OF MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE FORM 990 TO REVIEW AND DISCUSS. THE FULL BOARD ALSO REVIEWS THE FORM 990 AND COMMENTS BEFORE IT IS FINALIZED. A FINAL COPY IS SENT TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACCORDING TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON SHALL MAKE AN APPROPRIATE DISCLOSURE OF ALL MATERIAL FACTS, INCLUDING THE EXISTENCE OF ANY FINANCIAL INTEREST. AT ANY TIME THAT ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ETHICAL QUESTION ARISES AFTER DISCLOSURE OF ALL MATERIAL FACTS AND ANY FOLLOW-UP DISCUSSION WITH THE INTERESTED PERSON WITH A POTENTIAL CONFLICT OF INTEREST, A DETERMINATION MUST BE MADE ABOUT WHETHER A MATERIAL FINANCIAL INTEREST, SELF-DEALING TRANSACTION OR OTHER KIND OF ACTUAL CONFLICT EXISTS. IF THE POTENTIAL CONFLICT IS FIRST DISCLOSED DURING A BOARD OR COMMITTEE MEETING AT WHICH THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT IS IN ATTENDANCE, THE INTERESTED PERSON SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS EITHER DISCUSSED AND VOTED UPON OR REFERRED FOR FURTHER CONSIDERATION. IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, THE MATTER IN QUESTION CAN BE AUTHORIZED IF APPROVED BY THE VOTE DESCRIBED IN SECTION 6A AND 6B OF THE POLICY. EACH PERSON SUBJECT TO THIS POLICY SHALL ANNUALLY SIGN A STATEMENT ON THE CONFLICT OF INTEREST DISCLOSURE FORM OR SUCH OTHER FORM AS THE BOARD ADOPTS, WHICH AT A MINIMUM AFFIRMS THAT SUCH PERSON (A) HAD RECEIVED A COPY OF THE POLICY, (B) HAS READ AND UNDERSTAND THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE UNIVERSITY IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, INTERESTED PERSONS SHALL MAKE AN ANNUAL DISCLOSURE OF ON-GOING RELATIONSHIPS AND INTEREST THAT MAY PRESENT A CONFLICT OF INTEREST. DISCLOSURES SHOULD ADDRESS CURRENT AFFILIATIONS, AS WELL AS PAST AFFILIATIONS FOR THE PRIOR TWO YEARS. CONFLICT OF INTEREST DISCLOSURE FORMS WILL BE SUBMITTED TO THE CHAIR PERSON OF THE BOARD OR TO THE PERSON S/HE DESIGNATES AND THE FULL BOARD APPROVES ANNUALLY, AND WHEN APPROPRIATE, AT OR PRIOR TO ACTION AND RELEVANT BUSINESS TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT, THE CHIEF OPERATING OFFICER/EXECUTIVE VICE PRESIDENT, AND VICE PRESIDENT OF ACADEMIC AND STUDENT AFFAIRS / CHIEF ACADEMIC OFFICER ARE REVIEWED BY THE BOARD AFTER THE COMPLETION OF AN INDEPENDENT COMPENSATION STUDY. THE COMPENSATION OF THE PRESIDENT IS SET BY THE BOARD. THE COO AND THE CAO COMPENSATION IS SET BY THE PRESIDENT. |
| 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 IX, LINE 12 | MARKETING EXPENSE: IN ACCORDANCE WITH THE IRS INSTRUCTIONS RELATING TO EXPENSES TO PRODUCE PROGRAMMATIC REVENUE, ADVERTISING AND PROMOTIONAL EXPENSES HAVE BEEN CATEGORIZED AS PROGRAMMATIC ON THE FORM 990. THE ORGANIZATION UNDERTAKES EFFORTS TO INCREASE ITS OUTREACH TO FUTURE STUDENTS THROUGH A VARIETY OF EFFORTS DESIGNED TO PROMOTE THE UNIVERSITY AND ITS ACADEMIC PROGRAMS. THROUGH PROGRAMMATIC ADVERTISING AND PROMOTION, THE ORGANIZATION FURTHER PROMOTES EDUCATION BY REACHING A BROADER AUDIENCE OF POTENTIAL STUDENTS. |