VANGUARD UNIVERSITY OF SO CA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VANGUARD UNIVERSITY OF SO CA (EIN 95-6002998)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-27
- IRS object ID
- 202001189349300445
- Schema version
- 2018v3.1
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-27T14:27:10-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DRIVE SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956002998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD UNIVERSITY OF SO CAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANG | BusinessNameControlTxt |
| Phone | 7145563610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY MOSER | PersonNm |
| Person Title | VP FINANCE/CFO | PersonTitleTxt |
| Phone | 7145563610 | PhoneNum |
| Signature | 2020-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.93.178.95 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-24 | IPDt |
| IP Tm | 13:57:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A684B3357E27637731C2152B3B8EE3B07A471F14 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6B76EF6C5C90AF9682C9A74185CCBCF07F3880A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL J BEALS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,808,706 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW. VANGUARD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EQUIP EACH STUDENT FOR A SPIRIT-EMPOWERED LIFE OF CHRIST-CENTERED LEADERSHIP AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1123 | TotalEmployeeCnt |
| Total Volunteers | 490 | TotalVolunteersCnt |
| Total Gross UBI | $24,261 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,297 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,735,059 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,693,506 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,597,569 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,785,831 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206,148 | PYInvestmentIncomeAmt |
| CY Investment Income | $180,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,786 | PYOtherRevenueAmt |
| CY Other Revenue | -$44,731 | CYOtherRevenueAmt |
| PY Total Revenue | $71,522,990 | PYTotalRevenueAmt |
| CY Total Revenue | $73,614,816 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,264,058 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,008,643 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,328,323 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,657,790 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $65,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $704,202 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,603,137 | PYOtherExpensesAmt |
| CY Other Expenses | $19,327,232 | CYOtherExpensesAmt |
| PY Total Expenses | $67,260,518 | PYTotalExpensesAmt |
| CY Total Expenses | $70,993,665 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,262,472 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,621,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,281,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,355,664 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,798,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,426,193 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,483,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,929,471 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF VANGUARD UNIVERSITY IS TO PURSUE KNOWLEDGE, CULTIVATE CHARACTER, DEEPEN FAITH, AND EQUIP EACH STUDENT FOR A SPIRIT-EMPOWERED LIFE OF CHRIST-CENTERED LEADERSHIP AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,680,402 | ExpenseAmt |
| Grant | $24,863,129 | GrantAmt |
| Revenue | $62,741,164 | RevenueAmt |
| Desc | TRADITIONAL UNDERGRADUATE: BACHELORS DEGREES IN 25 MAJORS AND ONE CERTIFICATE PROGRAM IN ANTI-HUMAN TRAFFICKING. VANGUARD STUDENTS ARE IMMERSED IN A LEARNING ENVIRONMENT THAT IS DESIGNED FOR STUDENT SUCCESS BOTH IN AND OUT OF THE CLASSROOM. VANGUARD'S COMMITMENT TO STUDENT LEARNING AND DEVELOPMENT PROMOTES ACADEMIC TRANSFORMATION BY CULTIVATING STUDENTS TO THINK CRITICALLY, COMMUNICATE CLEARLY, INTERACT INTELLIGENTLY AND ENGAGE IN CIVIC RESPONSIBILITIES. VANGUARD'S RELATIONAL CULTURE REFLECTS THE UNIVERSITY'S CORE VALUES TO ENCOURAGE SPEAKING TO ONE ANOTHER WITH UNCOMPROMISED TRUTH IN LOVE; LIVE IN COMMUNITY WITH INTEGRITY AND UNYIELDING MORAL CHARACTER; AND TO CARE FOR THE WELL-BEING OF ONE ANOTHER. THESE CORE VALUES ARE EVIDENCED IN LOCAL AND GLOBAL PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,275,461 | ExpenseAmt |
| Grant | $51,827 | GrantAmt |
| Revenue | $1,770,209 | RevenueAmt |
| Desc | THE PROFESSIONAL STUDIES PROGRAM IS A NON-TRADITIONAL PROGRAM BY WHICH STUDENTS CAN EARN AN ACCELERATED BACHELOR'S DEGREE IN BUSINESS, PSYCHOLOGY, RELIGION, NURSING (REGISTERED NURSE TO BACHELOR OF SCIENCE IN NURSING), AND EARLY CHILDHOOD. THERE ARE ALSO TWO CERTIFICATE PROGRAMS AVAILABLE EARLY CHILDHOOD AND ANTI-HUMAN TRAFFICKING THAT ARE AVAILABLE TO NON-DEGREE SEEKING STUDENTS. THE VISION FOR OUR NON-TRADITIONAL STUDENT PROGRAM IS TO BE ORANGE COUNTY'S TOP CHOICE FOR AN ACCELERATED EDUCATION WITH A CHRISTIAN FOUNDATION, A PLACE WHERE STUDENTS ARE EMPOWERED TO DISCERN THEIR CALLING, DISCOVER THEIR GIFTEDNESS, AND DEVELOP THEIR COMPETENCIES. THIS PROGRAM HAS AN EXTENSION SITE IN BAKERSFIELD, CA AND IS AUTHORIZED TO LAUNCH A NEW SITE IN VICTORVILLE, CA. SOME ACADEMIC PROGRAMS ARE ALSO OFFERED IN THE ONLINE FORMAT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,039,399 | ExpenseAmt |
| Revenue | $1,968,757 | RevenueAmt |
| Desc | THE GRADUATE PSYCHOLOGY PROGRAM OFFERS A MASTER OF SCIENCE DEGREE IN CLINICAL PSYCHOLOGY AND INDUSTRIAL/ORGANIZATIONAL PSYCHOLOGY; A MASTER OF ARTS IN ORGANIZATIONAL PSYCHOLOGY; AND A GRADUATE CERTIFICATE IN TALENT DEVELOPMENT AND ORGANIZATIONAL ANALYSIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,111,672 | ExpenseAmt |
| Grant | $93,687 | GrantAmt |
| Revenue | $3,305,701 | RevenueAmt |
| Desc | OTHER MISCELLANEOUS AND GRADUATE PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,111,672 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $93,687 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,305,701 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $54,106,934 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 182 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1123 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY MOSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7145563610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALLBAUGH LARRY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BALLTON LULA | ||||||||
| BOARD MEMBER (THRU 09/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CERILLO AUGUSTUS GUS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DELEON JR DANIEL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALDSON DAVID | ||||||||
| BOARD MEMBER (THRU 01/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONOVAN ERIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DURKEE BRUCE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARCIA-YRAIRTE GEANENE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GONZALES NATHAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GUERRA RICHARD M | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATH CINDEE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDKINS DON | ||||||||
| TRUSTEE EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| KLAUS BYRON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOTSKE JEFF | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| NAVARRETE SERGIO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ODDO DAVID | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OQUIST DALE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PRINCE TOM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REDIGER DONN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| SANCHEZ MICHELLE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SPLITTER RUSSELL | ||||||||
| TRUSTEE EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUYDAM NICOLE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WOOD GEORGE O | ||||||||
| TRUSTEE EMERITI | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREEN DOUGLAS | ||||||||
| CHAIRMAN OF THE BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARTIN JOHN C | ||||||||
| CORPORATE SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBINETTE PHIL | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BEALS MICHAEL J | ||||||||
| UNIVERSITY PRESIDENT | 40.00 | Yes (X) | $203,600 | $0 | $125,622 | 2.00 | Yes (X) | |
| O'QUINN DORETHA | ||||||||
| CHIEF ACADEMIC OFFICER (THRU 08/18) | 40.00 | $141,890 | $0 | $57,954 | Yes (X) | |||
| MENJARES PETE | ||||||||
| CHIEF ACADEMIC OFFICER | 40.00 | $133,311 | $0 | $14,178 | Yes (X) | |||
| MOSER JEREMY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $73,272 | $0 | $113,537 | 2.00 | Yes (X) | ||
| JOHNSON KIMBERLY | ||||||||
| VP ENROLLMENT MGMT | 40.00 | $163,229 | $0 | $0 | Yes (X) | |||
| WICKMAN MARY | ||||||||
| ASSOCIATE DEAN OF NURSING | 40.00 | $139,773 | $0 | $25,589 | Yes (X) | |||
| BURLISON JOHN | ||||||||
| DEAN OF PROFESSIONAL STUDIES | 40.00 | $131,610 | $0 | $15,345 | Yes (X) | |||
| SIRVENT TARA | ||||||||
| ASSOCIATE DEAN OF SCIENCES | 40.00 | $130,761 | $0 | $38,358 | Yes (X) | |||
| WILSON MICHAEL | ||||||||
| DEAN OF THE UNIVERSITY | 40.00 | $124,580 | $0 | $12,349 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,242,026 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $402,932 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| CW DRIVER LLC | |||||
| 468 NORTH ROSEMEAD BOULEVARD | PASADENA | CA | 91107 | CONSTRUCTION-STUDENT CENTER | $5,529,084 |
| BON APPETIT | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD SERVICES | $2,944,442 |
| ARAMARK | |||||
| 24818 NETWORK PLACE | CHICAGO | IL | 606731248 | MAINTENANCE AND GROUNDS KEEPING | $1,719,036 |
| GEORGE A DOMINGUEZ | |||||
| 1835-A SOUTH CENTRE PARKWAY 435 | ESCONDIDO | CA | 92025 | CONSTRUCTION-SCIENCE MODULARS | $1,274,105 |
| THE HILL PARTNERSHIP INC | |||||
| 115 22ND STREET | NEWPORT BEACH | CA | 92663 | ARCHITECT | $494,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $268,953 | FundraisingAmt |
| Related Organizations | $207,105 | RelatedOrganizationsAmt |
| Government Grants | $1,189,486 | GovernmentGrantsAmt |
| All Other Contributions | $2,027,962 | AllOtherContributionsAmt |
| Noncash Contributions | $110,000 | NoncashContributionsAmt |
| Total Contributions | $3,693,506 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION FEES | 611710 | $58,964,336 | $58,964,336 |
| AUXILLARY ENTERPRISES | 611710 | $9,595,322 | $9,595,322 |
| SUPPORT SERVICES | 611710 | $1,226,173 | $1,226,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,785,831 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,811 | TotalRevenueColumnAmt |
| Exclusion | $231,811 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,415 | TotalRevenueColumnAmt |
| Exclusion | $36,415 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $51,601 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$51,601 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,601 | TotalRevenueColumnAmt |
| Exclusion | -$51,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,882 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $268,953 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $142,289 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,407 | TotalRevenueColumnAmt |
| Exclusion | -$105,407 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,261 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,261 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,261 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,614,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,785,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,261 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,218 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,008,643 | TotalAmt |
| Program Services | $25,008,643 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,820 | TotalAmt |
| Program Services | $148,145 | ProgramServicesAmt |
| Management And General | $956,675 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,297,928 | TotalAmt |
| Program Services | $15,558,406 | ProgramServicesAmt |
| Management And General | $5,327,017 | ManagementAndGeneralAmt |
| Fundraising | $412,505 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,489 | TotalAmt |
| Program Services | $338,941 | ProgramServicesAmt |
| Management And General | $114,726 | ManagementAndGeneralAmt |
| Fundraising | $6,822 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,102 | TotalAmt |
| Program Services | $1,188,007 | ProgramServicesAmt |
| Management And General | $949,022 | ManagementAndGeneralAmt |
| Fundraising | $39,073 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,618,451 | TotalAmt |
| Program Services | $1,111,678 | ProgramServicesAmt |
| Management And General | $490,648 | ManagementAndGeneralAmt |
| Fundraising | $16,125 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,989,185 | TotalAmt |
| Program Services | $4,032,647 | ProgramServicesAmt |
| Management And General | $956,538 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,243 | TotalAmt |
| Management And General | $135,243 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,701 | TotalAmt |
| Management And General | $101,701 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,151 | TotalAmt |
| Program Services | $315,054 | ProgramServicesAmt |
| Management And General | $32,097 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,293 | TotalAmt |
| Program Services | $167,109 | ProgramServicesAmt |
| Management And General | $267,702 | ManagementAndGeneralAmt |
| Fundraising | $62,482 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,031 | TotalAmt |
| Program Services | $692,273 | ProgramServicesAmt |
| Management And General | $474,028 | ManagementAndGeneralAmt |
| Fundraising | $9,730 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,485 | TotalAmt |
| Management And General | $1,185,485 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,037,352 | TotalAmt |
| Program Services | $560,630 | ProgramServicesAmt |
| Management And General | $3,476,722 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,395 | TotalAmt |
| Program Services | $1,150,236 | ProgramServicesAmt |
| Management And General | $115,727 | ManagementAndGeneralAmt |
| Fundraising | $41,432 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,688 | TotalAmt |
| Program Services | $277,816 | ProgramServicesAmt |
| Management And General | $128,056 | ManagementAndGeneralAmt |
| Fundraising | $85,816 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,394 | TotalAmt |
| Program Services | $205,697 | ProgramServicesAmt |
| Management And General | $205,697 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773,402 | TotalAmt |
| Program Services | $2,360,165 | ProgramServicesAmt |
| Management And General | $393,338 | ManagementAndGeneralAmt |
| Fundraising | $19,899 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,497 | TotalAmt |
| Program Services | $11,947 | ProgramServicesAmt |
| Management And General | $75,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $726,319 | $482,805 | $243,514 |
| DUES & SUBSCRIPTIONS | $367,172 | $131,624 | $235,548 |
| PROFESSIONAL DEVELOPMEN | $212,977 | $101,460 | $111,517 |
| EVENTS | $199,761 | $160,257 | $39,504 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,186 | TotalAmt |
| Program Services | $103,394 | ProgramServicesAmt |
| Management And General | $166,474 | ManagementAndGeneralAmt |
| Fundraising | $10,318 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,993,665 | TotalAmt |
| Program Services | $54,106,934 | ProgramServicesAmt |
| Management And General | $16,182,529 | ManagementAndGeneralAmt |
| Fundraising | $704,202 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,571 | BOYAmt |
| EOY | $1,308,188 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,680,554 | BOYAmt |
| EOY | $1,844,579 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,202 | BOYAmt |
| EOY | $1,389,489 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,294,198 | BOYAmt |
| EOY | $1,836,530 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,208,745 | BOYAmt |
| EOY | $1,149,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,107,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,132,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,712,539 | BOYAmt |
| EOY | $47,975,319 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,583,390 | BOYAmt |
| EOY | $154,133 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,093 | BOYAmt |
| EOY | $698,197 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,281,292 | BOYAmt |
| EOY | $56,355,664 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,591,731 | BOYAmt |
| EOY | $6,482,780 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,581,485 | BOYAmt |
| EOY | $2,896,602 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,372,041 | BOYAmt |
| EOY | $13,780,673 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,252,984 | BOYAmt |
| EOY | $2,266,138 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,798,241 | BOYAmt |
| EOY | $25,426,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,344,516 | BOYAmt |
| EOY | $23,100,348 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,138,535 | BOYAmt |
| EOY | $7,829,123 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,483,051 | BOYAmt |
| EOY | $30,929,471 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,281,292 | BOYAmt |
| EOY | $56,355,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,621,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$170,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,894 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 |
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 | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $15,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $15,000 | 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, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | PAYMENT TO A GRASSROOTS LOBBYING COALITION IN REGARDS TO CALIFORNIA PROPOSED LEGISLATION OF SB1146. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,550,470 | BeginningYearBalanceAmt |
| Contributions | $1,066,034 | ContributionsAmt |
| Investment Earnings Or Losses | $649,109 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $207,105 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $37,544 | AdministrativeExpensesAmt |
| End Year Balance | $7,020,964 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,143,927 | BeginningYearBalanceAmt |
| Contributions | $363,504 | ContributionsAmt |
| Investment Earnings Or Losses | $464,574 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $385,822 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $35,713 | AdministrativeExpensesAmt |
| End Year Balance | $5,550,470 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,652,170 | BeginningYearBalanceAmt |
| Contributions | $266,331 | ContributionsAmt |
| Investment Earnings Or Losses | $554,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $305,739 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,333 | AdministrativeExpensesAmt |
| End Year Balance | $5,143,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,927,546 | BeginningYearBalanceAmt |
| Contributions | $104,862 | ContributionsAmt |
| Investment Earnings Or Losses | -$67,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $295,300 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,203 | AdministrativeExpensesAmt |
| End Year Balance | $4,652,170 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,720,315 | BeginningYearBalanceAmt |
| Contributions | $353,438 | ContributionsAmt |
| Investment Earnings Or Losses | $22,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $140,461 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,062 | AdministrativeExpensesAmt |
| End Year Balance | $4,927,546 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,278,462 | OtherCostOrOtherBasisAmt |
| Book Value | $1,278,462 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,868,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,608,178 | DepreciationAmt |
| Book Value | $28,260,345 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,882,478 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,058,653 | DepreciationAmt |
| Book Value | $16,823,825 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,190,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,362,142 | DepreciationAmt |
| Book Value | $828,816 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,887,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,103,246 | DepreciationAmt |
| Book Value | $783,871 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,975,319 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TUITION REMISSION LIABILITY | $119,616 |
| TRUST REMAINDER LIFE OBLIGATIONS | $322,904 |
| PERKINS LOAN LIABILITY | $1,780,759 |
| STUDENT REFUNDABLE CREDITS | $42,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,266,138 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE HELD BY THE VANGUARD UNIVERSITY FOUNDATION AND INVESTED IN MUTUAL FUNDS AND EQUITY SECURITIES. THE EARNINGS ARE USED TO FUND SCHOLARSHIPS FOR STUDENTS OF VANGUARD UNIVERSITY OF SOUTHERN CALIFORNIA. |
| PART X, LINE 2: | IN ACCORDANCE WITH PROVISIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY AND ITS AFFILIATES (AS IDENTIFIED IN NOTE 1) HAD NO UNCERTAIN TAX POSITIONS AND/OR OBLIGATIONS AT JUNE 30, 2019 AND 2018. THE UNIVERSITY AND ITS AFFILIATES FILE INFORMATIONAL RETURNS AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. |
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 ORGANIZATION PRIMARILY SOLICITS THROUGH MAIL AND ON-LINE APPLICATIONS TO PROSPECTIVE STUDENTS. THESE INCLUDE UNDERGRADUATE, GRADUATE, AND ADULT PROGRAMS. ALL APPLICATIONS INCLUDE THE UNIVERSITY'S NONDISCRIMINATION POLICY. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDING FROM THE FEDERAL GOVERNMENT, AND AS A RESULT, IS REQUIRED TO COMPLY WITH VARIOUS REGULATIONS RELATED TO THOSE FUNDING PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHRISTMAS FANTASIA | Event1Nm |
| Gross Receipts Event1 | $113,150 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $84,378 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,772 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $27,367 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,849 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,320 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,246 | OtherDirectExpensesEvent1Amt |
| Event2 | PRICELESS LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $192,685 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $184,575 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,110 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $16,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,452 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,992 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $38,063 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $305,835 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $268,953 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,882 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $43,367 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $29,301 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,312 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,309 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $142,289 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$105,407 | NetIncomeSummaryAmt |
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 | FINANCIAL AID - INSTITUTIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1417 | RecipientCnt |
| Cash Grant | $25,008,643 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | VANGUARD UNIVERSITY AWARDS MERIT AND NEED-BASED SCHOLARSHIPS AND GRANTS TO TRADITIONAL UNDERGRADUATES AND MERIT SCHOLARSHIPS AND GRANTS TO GRADUATE STUDENTS. AWARDS ARE BASED ON ELIGIBILITY CRITERIA INCLUDING ACADEMIC, TALENT AND PARTICIPATION, AND INCENTIVE INCLUDING DENOMINATION, MINISTRY/MISSIONARY DEPENDENT. CONTINUED ELIGIBILITY INCLUDING MAINTENANCE GPA IS MONITORED BY THE FINANCIAL AID OFFICE. NEED-BASED AWARDS REQUIRE DEMONSTRATED NEED AS DETERMINED BY THE FAFSA AND REQUIRES FILING THE FAFSA BY THE MARCH 2 PRIORITY DEADLINE EACH YEAR AND CONTINUED DEMONSTRATION OF NEED. THE MAJORITY OF THE AWARDS ARE FUNDED BY THE INSTITUTIONAL AID BUDGET BUT SMALL NUMBER ARE FUNDED BY THE ENDOWMENT AND HAVE DONOR SPECIFIC CRITERIA. THE FINANCIAL AID OFFICE WORKS WITH UNIVERSITY ADVANCEMENT AND FISCAL MANAGEMENT TO AWARD THESE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEALS MICHAEL J | ||||||||||||||
| UNIVERSITY PRESIDENT | $203,600 | $0 | $0 | $0 | $0 | $0 | $18,158 | $0 | $107,464 | $0 | $329,222 | $0 | $0 | $0 |
| O'QUINN DORETHA | ||||||||||||||
| CHIEF ACADEMIC OFFICER (THRU 08/18) | $80,990 | $0 | $0 | $0 | $60,900 | $0 | $7,765 | $0 | $50,189 | $0 | $199,844 | $0 | $0 | $0 |
| MOSER JEREMY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $73,272 | $0 | $0 | $0 | $0 | $0 | $16,000 | $0 | $97,537 | $0 | $186,809 | $0 | $0 | $0 |
| JOHNSON KIMBERLY | ||||||||||||||
| VP ENROLLMENT MGMT | $163,229 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $163,229 | $0 | $0 | $0 |
| WICKMAN MARY | ||||||||||||||
| ASSOCIATE DEAN OF NURSING | $139,773 | $0 | $0 | $0 | $0 | $0 | $7,089 | $0 | $18,500 | $0 | $165,362 | $0 | $0 | $0 |
| SIRVENT TARA | ||||||||||||||
| ASSOCIATE DEAN OF SCIENCES | $130,761 | $0 | $0 | $0 | $0 | $0 | $7,884 | $0 | $30,474 | $0 | $169,119 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | DORETHA O'QUINN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $60,900. |
| PART I, LINE 1A: | HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT, THE CFO, THE VP OF UNIVERSITY ADVANCEMENT, AND THE VP OF ACADEMIC AFFAIRS. THE BENEFIT IS TREATED AS A NON-TAXABLE BENEFIT, DUE TO THE MINISTERIAL EXCEPTION. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $16,610 | CashGrantAmt |
| Type Of Assistance | INSTITUTIONAL AID | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WATER SYSTEM | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | LINE 1A: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, WHO SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE; THE VICE CHAIR; THE PRESIDENT; THE SECRETARY; THE CHAIRS OF ALL OTHER STANDING COMMITTEES; THE DISTRICT SUPERINTENDENT OF THE DISTRICT COUNCIL, EX OFFICIO; AND UP TO TWO (2) TRUSTEES AT LARGE, WHO SHALL BE ELECTED BY THE BOARD OF TRUSTEES, UPON NOMINATION BY THE COMMITTEE ON TRUSTEES, AND SERVE FOR NO MORE THAN TWO CONSECUTIVE TWO YEAR TERMS. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWER AND EXERCISE ALL OF THE DUTIES OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION WHILE THE BOARD OF TRUSTEES IS NOT IN SESSION, EXCEPT AS SPECIFICALLY LIMITED BY THE BOARD OF TRUSTEES. LINE 1B: THERE IS ONE TRUSTEE ON THE BOARD OF TRUSTEES WHO HAS A DEPENDENT THAT ATTENDED VANGUARD UNIVERSITY DURING THE FILING PERIOD. THE STUDENT RECEIVED INSTITUTIONAL AID IN THE FORM OF SCHOLARSHIPS FROM THE UNIVERSITY (SEE SCHEDULE L). THE SECOND NON-INDEPENDENT MEMBER OF THE BOARD OF TRUSTEES IS THE PRESIDENT OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP OF VANGUARD UNIVERSITY SHALL CONSIST OF THOSE INDIVIDUALS WHO SERVE AS THE EXECUTIVE PRESBYTERY, AS DEFINED IN THE BYLAWS OF THE DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD. THE MEMBERS RATIFY THE MISSION AND AMENDMENTS OR RESTATEMENTS OF THE UNIVERSITY'S BYLAWS. DISSOLUTION, SALE, OR MERGER OF THE UNIVERSITY REQUIRES TWO-THIRDS VOTE OF THE MEMBERS. UPON DISSOLUTION ANY REMAINING ASSETS OF THE UNIVERSITY SHALL BE DISTRIBUTED TO THE SOUTHERN CALIFORNIA DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD, IRVINE, CALIFORNIA IF IN GOOD STANDING AS A TAX EXEMPT 501(C)(3) ORGANIZATION. OTHERWISE THE DISTRIBUTIONS WILL BE MADE TO THE GENERAL COUNCIL OF THE ASSEMBLIES OF GOD, SPRINGFIELD MISSOURI. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS SHALL RETAIN THE RIGHTS TO RATIFY ELECTIONS OF THE UNIVERSITY'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY REMOVAL OF A UNIVERSITY BOARD OF TRUSTEE IS SUBJECT TO RATIFICATION BY A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT A DULY CALLED MEMBERSHIP MEETING. DISSOLUTION, SALE, OR MERGER OF THE UNIVERSITY REQUIRES TWO-THIRDS VOTE OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE REVIEW AND APPROVAL PROCESS FOR THE UNIVERSITY'S TAX RETURN, FORM 990 INCLUDES THE FOLLOWING: 1. PREPARATION BY MANAGEMENT, WITH THE ASSISTANCE OF AN INDEPENDENT ACCOUNTING FIRM; 2. A DETAILED REVIEW IS CONDUCTED BY THE AUDIT COMMITTEE; 3. A BRIEFING AND REVIEW OF MAJOR ISSUES (IF ANY EXISTS) GIVEN TO THE AUDIT COMMITTEE, PRIOR TO APPROVAL; 4. EACH BOARD MEMBER RECEIVES A COPY OF THE FORM 990 PRIOR TO ITS FILING; 5. APPROVAL BY BOARD OF TRUSTEES IS MADE THROUGH A RESOLUTION FROM THE AUDIT COMMITTEE; 6. BRIEFING, POST APPROVAL TO BOARD OF TRUSTEES ON ADHERENCE OF PROCESS, AND ANY MAJOR ISSUES NOTED BY EXECUTIVE COMMITTEE. 7. THE 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS AN ANNUAL DISCLOSURE REQUIRED BY ALL TRUSTEES, CORPORATE OFFICERS, FOUNDATION BOARD MEMBERS, KEY EMPLOYEES AS IDENTIFIED BY THE IRS, UNIVERSITY FACULTY, AND ALL BENEFITED EMPLOYEES. ANY TRANSACTIONS THAT COULD GIVE RISE TO CONFLICT ARE REVIEWED BY THE APPROPRIATE GOVERNING BODY, MEANING BOARD OF TRUSTEES OR FOUNDATION BOARD. IF CONFLICT ARISES, THE PERSON RECUSES HIM OR HERSELF FROM DISCUSSION AND/OR VOTE ON THE TRANSACTION BEING DISCUSSED. THIS RECUSAL IS DOCUMENTED IN THE MEETING MINUTES. THERE HAVE BEEN NO KNOWN INCIDENCES IN WHICH THE INDIVIDUAL DID NOT RECUSE THEMSELVES DURING THIS REPORTING PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED FOR THE PRESIDENT BY USING COMPARABLE DATA AND COMPENSATION SURVEYS BASED ON LIKE UNIVERSITIES, WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE PROCESS IS DOCUMENTED AND WAS LAST CONDUCTED BY THE EXECUTIVE COMMITTEE IN MAY 2019. COMPENSATION FOR ALL OTHER OFFICERS IS BASED ON COMPARABLE DATA AND COMPENSATION SURVEYS REVIEWED BY THE PRESIDENT IN CONSULTATION WITH THE SENIOR DIRECTOR OF HUMAN RESOURCES. THIS PROCESS IS DOCUMENTED AND WAS LAST DONE IN MAY 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT-INTEREST INVESTMENT -3,894. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VU HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING OF ASSETS - OIL/GAS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $36,415 | TotalIncomeAmt |
| End Of Year Assets | $114 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD UNIVERSITY OF SO CAL | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD UNIVERSITY FOUNDATION | |||||||||||
| 55 FAIR DRIVE | COSTA MEESA | CA | 92626 | 912764193 | UNIVERSITY ENDOWED SCHOLARSHIP PROGRAMS | CA | 501(C)(3) | LINE 12A, I | VANGUARD UNIVERSITY OF SO CAL | Yes (1) | |
| SOUTHERN CALIFORNIA DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD | |||||||||||
| 17951 COWAN | IRVINE | CA | 92614 | A DISTRICT OF THE GENERAL COUNCIL OF ASSEMBLIES OF GOD (USA) | CA | 501(C)(3) | LINE 1 | 0 | N/A | ||
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $207,105 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |