UNIVERSITY OF LA VERNE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LA VERNE (EIN 95-1644026)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-07
- IRS object ID
- 202041599349300004
- Schema version
- 2018v3.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-07T18:51:37-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S Flower Street 7th Floor | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 951644026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of La Verne | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORI GORDIEN CASE | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9095933511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 Third Street | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917504401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AVO KECHICHIAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9095933511 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2136271717 | PhoneNum |
| Preparation | 2020-05-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.26.142.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95361120201595000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 85285106D67D06EDFF820F5FFC2BA856D01BFB4B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85285106D67D06EDFF820F5FFC2BA856D01BFB4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Devorah A Lieberman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 Third Street | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917504401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $399,345,131 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.laverne.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1891 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OPPORTUNITIES FOR STUDENTS TO ACHIEVE EDUCATIONAL GOALS AND BECOMING CONTRIBUTING CITIZENS TO THE GLOBAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 2718 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,172,355 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,886,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $206,091,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $212,970,217 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,279,693 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,864,191 | CYInvestmentIncomeAmt |
| PY Other Revenue | $643,788 | PYOtherRevenueAmt |
| CY Other Revenue | $451,213 | CYOtherRevenueAmt |
| PY Total Revenue | $232,187,786 | PYTotalRevenueAmt |
| CY Total Revenue | $236,172,417 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,036,115 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,940,898 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $91,988,313 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,190,921 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,616,718 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,853,562 | PYOtherExpensesAmt |
| CY Other Expenses | $59,326,108 | CYOtherExpensesAmt |
| PY Total Expenses | $203,877,990 | PYTotalExpensesAmt |
| CY Total Expenses | $213,457,927 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,309,796 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,714,490 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $418,099,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,745,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $167,347,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,158,328 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $250,752,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $270,586,846 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF LA VERNE OFFERS A DISTINCTIVE AND RELEVANT EDUCATIONAL EXPERIENCE TO A DIVERSE POPULATION OF TRADITIONAL-AGE, ADULT, AND GRADUATE LEARNERS, PREPARING THEM FOR SUCCESSFUL CAREERS AND A COMMITMENT TO LIFE-LONG LEARNING ACROSS THE LIBERAL ARTS AND PROFESSIONAL PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $174,478,729 | ExpenseAmt |
| Grant | $59,940,898 | GrantAmt |
| Revenue | $213,564,896 | RevenueAmt |
| Desc | UNIVERSITY OF LA VERNE OFFERS HIGH QUALITY DEGREE PROGRAMS TO BOTH TRADITIONAL-AGE AND ADULT LEARNERS: PROVIDING LIBERAL ARTS AND PROFESSIONAL PROGRAMS FORM UNDERGRADUATE TO DOCTORAL LEVELS, AND DELIVERING PROGRAMS TO STUDENTS AT THE CENTRAL LA VERNE CAMPUS AS WELL AS REGIONAL CAMPUSES AND SATELLITE CLASS LOCATIONS THROUGHOUT CALIFORNIA. THE UNIVERSITY PROVIDES A STUDENT-CENTERED, VALUES-BASED, AND DIVERSE LEARNING ENVIRONMENT. IT TAKES PRIDE IN OFFERING SMALL CLASS SIZES IN A HIGHLY PERSONALIZED SETTING. THE UNIVERSITY ENCOURAGES EFFECTIVE TEACHING, RESEARCH, SCHOLARLY CONTRIBUTIONS, AND SERVICE TO THE GREATER COMMUNITY BY SHARING ITS ACADEMIC, PROFESSIONAL, AND INDIVIDUAL RESOURCES. UNIVERSITY OF LA VERNE PROVIDES EDUCATIONAL SERVICES TO 9,774 UNDERGRADUATE, GRADUATE, LAW, AND DOCTORAL STUDENTS. | Desc |
| Total Program Service Expenses | $174,478,729 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 245 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2718 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI GORDIEN CASE | PersonNm |
| Phone | 9095933511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 THIRD STREET | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917504401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Steven N Reenders | |||||||||
| Vice Chair | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan M Searing | |||||||||
| Secretary | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael A Abraham | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kim J Burchiel MD | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kim Bowen | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann Quay Davis | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Dyer | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Eckel | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony Revier | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph V Fengler | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Hawkins | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony LaFetra | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wendy Lau Esq | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alex Lester Esq | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth D Little | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ann Melleby | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Moseley | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Phinny | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Leslie Porras | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Proctor | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Hicks | |||||||||
| Trustee/Adjunct | 3.0 | 0.0 | Yes (X) | $34,967 | $0 | $0 | |||
| Valerie C Romero | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Sedenquist | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David D Shively DDS | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan Simon | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Owen Ray Skelton | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Emmett L Terrell | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Reggie Webb | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Luis Faura | |||||||||
| Chairman | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Devorah A Lieberman | |||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $566,473 | $0 | $181,682 | ||
| David Lizarraga | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Zoila Escobar | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Martha Daniel | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Reed | |||||||||
| Provost | 40.0 | 0.0 | Yes (X) | $251,432 | $0 | $25,279 | |||
| Avedis Kechichian | |||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $268,163 | $0 | $114,636 | |||
| Homa Shabahang | |||||||||
| VP, Enrllmt Mngmt Thru 6/29/18 | 40.0 | 0.0 | $411,250 | $0 | $19,661 | Yes (X) | |||
| Clive Houston-Brown Thru 12919 | |||||||||
| VP, HR, IT, Fac & Sfty | 40.0 | 0.0 | $300,750 | $0 | $51,591 | Yes (X) | |||
| Ibrahim Helou | |||||||||
| Dean, College of Business | 40.0 | 0.0 | $204,395 | $0 | $45,946 | Yes (X) | |||
| Kevin Marshall | |||||||||
| Prof/Int Dean, College of Law | 40.0 | 0.0 | $205,809 | $0 | $42,209 | Yes (X) | |||
| David Smith | |||||||||
| Dean,ROC Emeritus Thru 6/29/18 | 40.0 | 0.0 | $119,554 | $0 | $14,882 | Yes (X) | |||
| Kimberly White-Smith | |||||||||
| Dean, College of Education | 40.0 | 0.0 | $179,836 | $0 | $45,698 | Yes (X) | |||
| Sherri Mylott | |||||||||
| VP, University Advancement | 40.0 | 0.0 | $238,871 | $0 | $60,180 | Yes (X) | |||
| Lawrence T Potter | |||||||||
| Dean,Coll.of Arts Thru 1/25/19 | 40.0 | 0.0 | $191,846 | $0 | $31,399 | Yes (X) | |||
| Nelly Kazman | |||||||||
| Interim Dean of ROC | 40.0 | 0.0 | $163,061 | $0 | $12,928 | Yes (X) | |||
| Gilbert Holmes | |||||||||
| Professor | 40.0 | 0.0 | $275,302 | $0 | $44,264 | Yes (X) | |||
| Beatriz Gonzalez | |||||||||
| Vice Provost/CDO Thru 6/3/19 | 40.0 | 0.0 | $203,129 | $0 | $36,801 | Yes (X) | |||
| Juanda Daniel | |||||||||
| Univ General Cnsl Thru 5/22/19 | 40.0 | 0.0 | $216,531 | $0 | $23,641 | Yes (X) | |||
| Placido Gomez | |||||||||
| Professor of Law | 40.0 | 0.0 | $201,277 | $0 | $52,568 | Yes (X) | |||
| Michael O'Connor | |||||||||
| Professor | 40.0 | 0.0 | $196,760 | $0 | $43,910 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,229,406 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $847,275 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 182 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Perera Construction Design Inc | |||||
| 2890 Inland Empire Blvd Suite 102 | ONTARIO | CA | 91764 | Construction | $9,885,150 |
| Professional Development Courses | |||||
| 1455 Yacht Haven Rd | FRIDAY HARBOR | WA | 98250 | Correspondent Work | $9,447,814 |
| Bernards | |||||
| 555 1st St | SAN FERNANDO | CA | 91340 | Construction | $8,374,146 |
| Bon Appetit | |||||
| PO Box 50196 | LOS ANGELES | CA | 90074 | Dining Service | $3,919,466 |
| Sodexo Inc Affiliates | |||||
| 9801 Washingtonian Blvd | GAITHERSBURG | MD | 20878 | Housekeeping | $2,198,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 64 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $458,590 | FundraisingAmt |
| Government Grants | $2,985,181 | GovernmentGrantsAmt |
| All Other Contributions | $6,443,025 | AllOtherContributionsAmt |
| Noncash Contributions | $637,999 | NoncashContributionsAmt |
| Total Contributions | $9,886,796 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION & FEES | 617710 | $200,606,064 | $200,606,064 | $0 | $0 |
| AUXILIARY ENTERPRISES | 611710 | $11,967,605 | $11,967,605 | $0 | $0 |
| SPONSORED PROGRAMS | 900099 | $144,184 | $144,184 | $0 | $0 |
| TICKET SALES & EVENTS | 900099 | $125,215 | $125,215 | $0 | $0 |
| BOOKSTORE | 900099 | $127,149 | $127,149 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $212,970,217 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,599,884 | TotalRevenueColumnAmt |
| Exclusion | $4,599,884 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,991 | TotalRevenueColumnAmt |
| Exclusion | $102,991 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,189 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,189 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,189 | TotalRevenueColumnAmt |
| Exclusion | $65,189 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $170,958,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $162,797,633 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,161,316 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,161,316 | TotalRevenueColumnAmt |
| Exclusion | $8,161,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,911 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $458,590 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $375,081 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$302,170 | TotalRevenueColumnAmt |
| Exclusion | -$302,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| USE OF FACILITIES | 900099 | $254,688 | $254,688 | $0 | $0 |
| STUDENT PROJECT SALES | 900099 | $116,039 | $116,039 | ||
| STAFF PARKING FEES | 900099 | $93,515 | $93,515 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $688,194 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,172,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $213,564,896 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,720,725 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,940,898 | TotalAmt |
| Program Services | $59,940,898 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,129,081 | TotalAmt |
| Program Services | $1,603,381 | ProgramServicesAmt |
| Management And General | $1,058,169 | ManagementAndGeneralAmt |
| Fundraising | $467,531 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,836 | TotalAmt |
| Program Services | $189,964 | ProgramServicesAmt |
| Management And General | $114,872 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,374,441 | TotalAmt |
| Program Services | $60,544,578 | ProgramServicesAmt |
| Management And General | $10,440,582 | ManagementAndGeneralAmt |
| Fundraising | $2,389,281 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,844,348 | TotalAmt |
| Program Services | $4,571,454 | ProgramServicesAmt |
| Management And General | $1,014,234 | ManagementAndGeneralAmt |
| Fundraising | $258,660 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,308,118 | TotalAmt |
| Program Services | $4,602,186 | ProgramServicesAmt |
| Management And General | $1,395,472 | ManagementAndGeneralAmt |
| Fundraising | $310,460 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,230,097 | TotalAmt |
| Program Services | $4,370,417 | ProgramServicesAmt |
| Management And General | $678,120 | ManagementAndGeneralAmt |
| Fundraising | $181,560 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,729 | TotalAmt |
| Program Services | $20,914 | ProgramServicesAmt |
| Management And General | $468,815 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,151 | TotalAmt |
| Management And General | $127,151 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040 | TotalAmt |
| Management And General | $1,040 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,117 | TotalAmt |
| Management And General | $237,117 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,968,915 | TotalAmt |
| Program Services | $6,539,760 | ProgramServicesAmt |
| Management And General | $5,019,507 | ManagementAndGeneralAmt |
| Fundraising | $409,648 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,787 | TotalAmt |
| Program Services | $84,056 | ProgramServicesAmt |
| Management And General | $1,217,512 | ManagementAndGeneralAmt |
| Fundraising | $87,219 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,348,955 | TotalAmt |
| Program Services | $2,209,885 | ProgramServicesAmt |
| Management And General | $1,902,266 | ManagementAndGeneralAmt |
| Fundraising | $236,804 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,986,830 | TotalAmt |
| Program Services | $1,362,396 | ProgramServicesAmt |
| Management And General | $2,611,981 | ManagementAndGeneralAmt |
| Fundraising | $12,453 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,570,737 | TotalAmt |
| Program Services | $3,118,691 | ProgramServicesAmt |
| Management And General | $2,451,801 | ManagementAndGeneralAmt |
| Fundraising | $245 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,646 | TotalAmt |
| Program Services | $1,881,149 | ProgramServicesAmt |
| Management And General | $270,995 | ManagementAndGeneralAmt |
| Fundraising | $183,502 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,323 | TotalAmt |
| Program Services | $221,212 | ProgramServicesAmt |
| Management And General | $64,331 | ManagementAndGeneralAmt |
| Fundraising | $16,780 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,130,593 | TotalAmt |
| Program Services | $4,056,505 | ProgramServicesAmt |
| Management And General | $1,074,088 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,955,049 | TotalAmt |
| Program Services | $6,204,096 | ProgramServicesAmt |
| Management And General | $2,750,953 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,422,561 | TotalAmt |
| Program Services | $1,596,302 | ProgramServicesAmt |
| Management And General | $826,259 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED TEACHING SERVICES | $6,392,960 | $6,386,560 | $6,400 | $0 |
| CONTRACTED FOOD SERVICES | $3,465,771 | $3,328,345 | $87,390 | $50,036 |
| EQPT RENTAL & MAINTENANCE | $1,355,637 | $799,673 | $543,425 | $12,539 |
| ALLOWANCE FOR BAD DEBT | $192,317 | $192,317 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,990 | TotalAmt |
| Program Services | $653,990 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,457,927 | TotalAmt |
| Program Services | $174,478,729 | ProgramServicesAmt |
| Management And General | $34,362,480 | ManagementAndGeneralAmt |
| Fundraising | $4,616,718 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,925 | BOYAmt |
| EOY | $36,504 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,310,041 | BOYAmt |
| EOY | $65,677,589 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,916,344 | BOYAmt |
| EOY | $2,839,545 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,124 | BOYAmt |
| EOY | $5,877,491 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,431 | BOYAmt |
| EOY | $21,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,178,238 | BOYAmt |
| EOY | $2,660,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $300,455,432 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,741,140 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,190,889 | BOYAmt |
| EOY | $185,714,292 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,319,116 | BOYAmt |
| EOY | $144,430,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,506,573 | BOYAmt |
| EOY | $18,083,386 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,693,203 | BOYAmt |
| EOY | $4,404,027 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,099,884 | BOYAmt |
| EOY | $429,745,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,617,557 | BOYAmt |
| EOY | $11,725,062 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,719,801 | BOYAmt |
| EOY | $11,672,319 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,873,669 | BOYAmt |
| EOY | $129,348,245 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,753 | BOYAmt |
| EOY | $933,291 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,664,806 | BOYAmt |
| EOY | $5,479,411 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,347,586 | BOYAmt |
| EOY | $159,158,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,408,821 | BOYAmt |
| EOY | $177,329,092 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,517,355 | BOYAmt |
| EOY | $49,509,177 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,826,122 | BOYAmt |
| EOY | $43,748,577 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,752,298 | BOYAmt |
| EOY | $270,586,846 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,099,884 | BOYAmt |
| EOY | $429,745,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,714,490 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,079,246 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $2,401,366 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$202,062 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,040 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,040 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DESCRIPTION OF LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART II-B: DURING THE TAX YEAR, THE UNIVERSITY INCURRED LOBBYING EXPENSES RELATED TO THE LEGISLATIVE ACTION SURROUNDING CAL GRANTS. THREE STUDENTS ACCOMPANIED UNIVERSITY MANAGEMENT OFFICIALS TO EXPRESS THE CONTINUED NEED FOR CAL GRANTS, WHICH PROVIDES GRANTS TO LOW-AND MODERATE-INCOME COLLEGE STUDENTS IN CALIFORNIA. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,743,414 | BeginningYearBalanceAmt |
| Contributions | $2,969,582 | ContributionsAmt |
| Investment Earnings Or Losses | $4,537,094 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,878,905 | GrantsOrScholarshipsAmt |
| End Year Balance | $109,371,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,125,425 | BeginningYearBalanceAmt |
| Contributions | $2,143,095 | ContributionsAmt |
| Investment Earnings Or Losses | $5,353,097 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,878,203 | GrantsOrScholarshipsAmt |
| End Year Balance | $103,743,414 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,806,047 | BeginningYearBalanceAmt |
| Contributions | $6,459,868 | ContributionsAmt |
| Investment Earnings Or Losses | $11,813,492 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,256,266 | GrantsOrScholarshipsAmt |
| Other Expenditures | $210,248 | OtherExpendituresAmt |
| End Year Balance | $98,125,425 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,802,897 | BeginningYearBalanceAmt |
| Contributions | $14,423,878 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,343,388 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $590,306 | GrantsOrScholarshipsAmt |
| Other Expenditures | $487,034 | OtherExpendituresAmt |
| End Year Balance | $78,806,047 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,243,924 | BeginningYearBalanceAmt |
| Contributions | $5,032,095 | ContributionsAmt |
| Investment Earnings Or Losses | $1,446,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $566,908 | GrantsOrScholarshipsAmt |
| Other Expenditures | $352,947 | OtherExpendituresAmt |
| End Year Balance | $68,802,897 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $263,105 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,438,027 | OtherCostOrOtherBasisAmt |
| Book Value | $26,701,132 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,833,951 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,391,441 | DepreciationAmt |
| Book Value | $109,442,510 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,411,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,203,560 | DepreciationAmt |
| Book Value | $23,207,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,233,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,667,543 | DepreciationAmt |
| Book Value | $11,565,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,275,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,596 | DepreciationAmt |
| Book Value | $14,797,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,714,292 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $2,891,850 |
| FEDERAL STUDENT LOAN FUNDS | $2,587,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,479,411 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $173,949,274 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,079,246 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$57,281,861 | OtherRevenueAmt |
| Revenue Not Reported | -$62,361,107 | RevenueNotReportedAmt |
| Revenue Subtotal | $236,310,381 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $237,117 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$375,081 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$137,964 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $236,172,417 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $156,516,092 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $577,143 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $577,143 | ExpensesNotReportedAmt |
| Expenses Subtotal | $155,938,949 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $237,117 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $57,281,861 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $57,518,978 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $213,457,927 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4: THE BOARD MEMBERS OF THE UNIVERSITY, IN SETTING THE ENDOWMENT SPENDING POLICY, CONSIDERED THE FOLLOWING FACTORS: 1) PRESERVATION OF ASSET VALUES, 2) PRESERVATION OF PURCHASING POWER, AND 3) CONSISTENCY OF SPENDING OVER TIME. THE UNIVERSITY'S BOARD ADOPTED A SPENDING POLICY OF 4.75% WITH A VIEW TOWARD BALANCING THE NEED FOR EXPENDABLE FUNDS FOR UNIVERSITY PROGRAMS AGAINST THE NEED TO PRESERVE THE ENDOWMENT AGAINST INFLATION. IN ORDER TO ACHIEVE THE OBJECTIVE OF MAINLINING PURCHASING POWER, THE ENDOWMENT'S ANNUAL RATE OF RETURN MUST EQUAL THE ANNUAL DISTRIBUTION, PLUS INFLATION, PLUS MANAGEMENT, CUSTODIAL AND ADMINISTRATIVE FEES. THE DISTRIBUTION TO THE UNIVERSITY IS BASED ON A 12 QUARTER MOVING AVERAGE OF THE MARKET VALUE. THIS SPENDING METHOD PROTECTS THE UNIVERSITY'S DISTRIBUTION FROM THE INCREASED VOLATILITY IN THE MARKETS. DISTRIBUTIONS ARE PROVIDED TO STUDENTS FOR SCHOLARSHIPS, VARIOUS COLLEGES, AND PROGRAMS IN ACCORDANCE WITH DONOR DESIGNATIONS. THE DISTRIBUTIONS ARE REFLECTED IN THE NET ASSETS OF THE ENDOWMENT FUND. |
| SCHEDULE D, PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| RECONCILIATION OF REVENUES PER AUDITED FINANCIAL STATEMENTS WITH RETURN | SCHEDULE D, PART XI, LINE 2D: STUDENT FINANCIAL AID: $(57,281,861) SCHEDULE D, PART XI LINE 4B: FUNDRAISING EXPENSES: $(375,081) |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN | SCHEDULE D, PART XII, LINE 2D: FUNDRAISING EXPENSES: $375,081 NET CHANGE IN ACTUARIAL OBLIGATIONS: $202,062 SCHEDULE D, PART XII, LINE 4B: STUDENT FINANCIAL AID: $57,281,861 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY | SCHEDULE E, PART I, LINE 3: THE UNIVERSITY CUSTOMARILY DRAWS STUDENTS FROM THE LOCAL COMMUNITIES. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. |
| GOVERNMENT ASSISTANCE | SCHEDULE E, PART I, LINE 6A: THE UNIVERSITY RECEIVES ASSISTANCE FROM THE U.S. DEPARTMENT OF EDUCATION, THE U.S. SMALL BUSINESS ADMINISTRATION, AND THE CALIFORNIA COMMISSION ON TEACHING CREDENTIALING. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,747,435 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $6,747,435 | SubtotalSpentAmt |
| Total Spent | $6,747,435 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part IV | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR PARTNERSHIPS. IN ADDITION, THE SCHOOL INVESTS IN DOMESTIC LIMITED PARTNERSHIP THAT MAY, IN TURN INVEST IN FOREIGN CORPORATION OR PARTNERSHIPS. NEVERTHELESS, THE INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, OR 8865. TO THE EXTENT THAT THE SCHOOL IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, IT IS FILED WITH THE SCHOOLS FORM 990-T. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $471,341 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $417,360 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,981 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $29,933 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $75,429 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $92,586 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,245 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $105,921 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $60,160 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,230 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,930 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,400 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $12,895 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $15,605 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $27,897 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,170 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $531,501 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $458,590 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,911 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,400 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $42,828 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $91,034 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $120,483 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,245 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $116,091 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $375,081 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$302,170 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships / Grants for Students | GrantTypeTxt |
| Recipient | 5140 | RecipientCnt |
| Cash Grant | $59,940,898 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING GRANTS IN THE U.S. | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENTS WHO RECEIVE GRANTS FROM THE UNIVERSITY ARE DETERMINED IN ACCORDANCE WITH THE UNIVERSITY'S STANDARD POLICIES AND PROCEDURES. IN SUMMARY, A STUDENT IS REQUIRED TO COMPLETE A FAFSA TO BE CONSIDERED FOR FINANCIAL AID ASSISTANCE. UPON COMPLETION OF THE FAFSA, THE UNIVERSITY IS PROVIDED THE STUDENT'S ESTIMATED FAMILY CONTRIBUTIONS (EFC). BASED ON THE EFC AND OTHER CRITERIA (I.E. ENROLLMENT STATUS, ACADEMIC STANDING, ETC.), THE OFFICE OF FINANCIAL AID MAY AWARD A STUDENT AN INSTITUTIONAL GRANT. THERE ARE SYSTEMIC PROCEDURES IN PLACE TO ENSURE THAT THE GRANT IS APPLIED AGAINST TUITION AND MEETS THE REQUIREMENTS OF THE SPECIFIC GRANT. STUDENT ACCOUNTS AND THE OFFICE OF FINANCIAL AID ARE RESPONSIBLE FOR MONITORING THE STUDENT'S FINANCIAL AID STATUS WHILE AT THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Devorah A Lieberman | ||||||||||||||
| President | $520,417 | $0 | $0 | $0 | $46,056 | $0 | $27,500 | $0 | $154,182 | $0 | $748,155 | $0 | $0 | $0 |
| Jonathan Reed | ||||||||||||||
| Provost | $251,432 | $0 | $0 | $0 | $0 | $0 | $25,174 | $0 | $105 | $0 | $276,711 | $0 | $0 | $0 |
| Avedis Kechichian | ||||||||||||||
| Chief Financial Officer | $240,643 | $0 | $25,000 | $0 | $2,520 | $0 | $24,950 | $0 | $89,686 | $0 | $382,799 | $0 | $0 | $0 |
| Homa Shabahang | ||||||||||||||
| VP, Enrllmt Mngmt Thru 6/29/18 | $164,929 | $0 | $0 | $0 | $246,321 | $0 | $12,217 | $0 | $7,444 | $0 | $430,911 | $0 | $0 | $0 |
| Clive Houston-Brown Thru 12919 | ||||||||||||||
| VP, HR, IT, Fac & Sfty | $273,236 | $0 | $25,000 | $0 | $2,514 | $0 | $24,899 | $0 | $26,692 | $0 | $352,341 | $0 | $0 | $0 |
| Gilbert Holmes | ||||||||||||||
| Professor | $269,947 | $0 | $0 | $0 | $5,355 | $0 | $27,500 | $0 | $16,764 | $0 | $319,566 | $0 | $0 | $0 |
| Ibrahim Helou | ||||||||||||||
| Dean, College of Business | $204,395 | $0 | $0 | $0 | $0 | $0 | $21,330 | $0 | $24,616 | $0 | $250,341 | $0 | $0 | $0 |
| H Randall Rubin | ||||||||||||||
| Professor of Law | $188,808 | $0 | $0 | $0 | $2,404 | $0 | $19,913 | $0 | $28,055 | $0 | $239,180 | $0 | $0 | $0 |
| Kevin Marshall | ||||||||||||||
| Prof/Int Dean, College of Law | $205,809 | $0 | $0 | $0 | $0 | $0 | $21,196 | $0 | $21,013 | $0 | $248,018 | $0 | $0 | $0 |
| David Smith | ||||||||||||||
| Dean,ROC Emeritus Thru 6/29/18 | $93,292 | $0 | $0 | $0 | $26,262 | $0 | $7,647 | $0 | $7,235 | $0 | $134,436 | $0 | $0 | $0 |
| Beatriz Gonzalez | ||||||||||||||
| Vice Provost/CDO Thru 6/3/19 | $202,649 | $0 | $0 | $0 | $480 | $0 | $19,965 | $0 | $16,836 | $0 | $239,930 | $0 | $0 | $0 |
| Kimberly White-Smith | ||||||||||||||
| Dean, College of Education | $179,836 | $0 | $0 | $0 | $0 | $0 | $18,544 | $0 | $27,154 | $0 | $225,534 | $0 | $0 | $0 |
| Juanda Daniel | ||||||||||||||
| Univ General Cnsl Thru 5/22/19 | $216,008 | $0 | $0 | $0 | $523 | $0 | $21,817 | $0 | $1,824 | $0 | $240,172 | $0 | $0 | $0 |
| Sherri Mylott | ||||||||||||||
| VP, University Advancement | $213,871 | $0 | $25,000 | $0 | $0 | $0 | $22,664 | $0 | $37,516 | $0 | $299,051 | $0 | $0 | $0 |
| Lawrence T Potter | ||||||||||||||
| Dean,Coll.of Arts Thru 1/25/19 | $191,664 | $0 | $0 | $0 | $182 | $0 | $18,704 | $0 | $12,695 | $0 | $223,245 | $0 | $0 | $0 |
| Placido Gomez | ||||||||||||||
| Professor of Law | $201,277 | $0 | $0 | $0 | $0 | $0 | $16,147 | $0 | $36,421 | $0 | $253,845 | $0 | $0 | $0 |
| Michael O'Connor | ||||||||||||||
| Professor | $195,139 | $0 | $0 | $0 | $1,621 | $0 | $16,148 | $0 | $27,762 | $0 | $240,670 | $0 | $0 | $0 |
| Nelly Kazman | ||||||||||||||
| Interim Dean of ROC | $163,061 | $0 | $0 | $0 | $0 | $0 | $12,823 | $0 | $105 | $0 | $175,989 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | SCHEDULE J, PART I, LINE 1A: THE UNIVERSITY PROVIDES THE PRESIDENT WITH OFF-CAMPUS HOUSING. PERSONAL USE OF THE HOUSE IS CALCULATED AND REFLECTED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III), WITH THE REMAINING VALUE SHOWN AS A NON-TAXABLE BENEFIT ON SCHEDULE J, PART II, COLUMN (D). PERSONAL SERVICES SCHEDULE J, PART I, LINE 1A: THE UNIVERSITY PROVIDES THE PRESIDENT WITH HOUSEKEEPING SERVICES AS PART OF THE HOUSING PROVIDED BY THE UNIVERSITY. PERSONAL USE OF THE HOUSEKEEPING SERVICE IS CALCULATED AND REFLECTED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III), WITH THE REMAINING VALUE SHOWN AS A NON-TAXABLE BENEFIT ON SCHEDULE J, PART II, COLUMN (D). |
| HEALTH CLUB OR SOCIAL CLUB DUES | SCHEDULE J, PART I, LINE 1A: THE UNIVERSITY PROVIDES A SOCIAL CLUB MEMBERSHIP TO THE PRESIDENT IN ORDER TO PROVIDE NETWORKING OPPORTUNITIES FOR THE UNIVERSITY. THE AMOUNT IS REFLECTED AS A NONTAXABLE BENEFIT ON SCHEDULE J, PART II, COLUMN (D). |
| SEVERANCE PAYMENTS | SCHEDULE J, PART I, LINE 4A: HOMA SHABAHANG, FORMER VICE PRESIDENT OF ENROLLMENT MANAGEMENT, AND DAVID SMITH, FORMER DEAN, RECEIVED SEVERANCE PAYMENTS OF $244,899 AND $25,489, RESPECTIVELY, DURING CALENDAR YEAR 2018, WHICH IS REPORTED IN OTHER REPORTABLE COMPENSATION ON SCHDULE J, PART II, COLUMN B (III). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| CUSIP | 13048T2U6 | CUSIPNum |
| Bond Issued | 2017-04-20 | BondIssuedDt |
| Issue Price | $130,743,561 | IssuePriceAmt |
| Purpose | Construction & Refund Prior Bonds | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $28,715,000 | RetiredAmt |
| Bond Defeased | $55,503,451 | BondDefeasedAmt |
| Total Proceeds | $131,198,150 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $29,456,916 | CapitalizedInterestAmt |
| Refunding Escrow | $55,542,700 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $1,309,010 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $44,885,483 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $4,041 | UnspentAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (true) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.00000 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATA FOR PREVIOUS ISSUES THAT WERE REFUNDED | SCHEDULE K, PART I, COLUMN F: THE CMFA 2015A AND 2010A BONDS WERE REFINANCED TO THE CMFA 2017 A&B BOND ISSUE. THE CMFA 2010A AND CMFA 2015 BONDS WERE COLLATERALIZED BY PARCELS OF LAND, AND HAD VARIOUS DEBT COVENANTS. THE CMFA 2017 A&B BONDS ARE UNSECURED AND HAVE NO FINANCIAL DEBT COVENANTS. IN ADDITION TO REFINANCING PRIOR BONDS, THE CMFA 2017 A&B BONDS, PROVIDED AN ADDITIONAL $42,000,000 OF FUNDS. THE FUNDS WERE MOSTLY UTILIZED TOWARD THE CONSTRUCTION OF A NEW RESIDENCE AND DINING HALL. |
| SCHEDULE K, PART II, LINE 3 | DUE TO INTEREST EARNINGS OF $454,589 ON THE CMFA A&B BOND ISSUE, THE TOTAL PROCEEDS OF ISSUE ON LINE 3 OF $131,198,150 WILL NOT RECONCILE BACK TO THE TOTAL ISSUE PRICE IN PART I, ROW A, COLUMN E OF $130,473,561. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $64,148 | CashGrantAmt |
| Type Of Assistance | Tuition Remission | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATIONAL SUPPORT | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Michelle Kechichian | |||
| Family member of CFO | $88,086 | Compensation for Employment | false |
| Ankine Kechichian | |||
| Family member of CFO | $114,872 | Compensation for Employment | false |
| Paul Mylott | |||
| Family member of VP Adv | $31,750 | Compensation for Consulting | false |
| Lisa Lester | |||
| Family member of trustee | $69,330 | Compensation for Employment | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | THE EMPLOYMENT AND CONSULTING CONTRACTS BETWEEN THE UNIVERSITY AND THE INDIVIDUALS LISTED ARE INDEPENDENT OF THEIR FAMILY RELATIONSHIP WITH THE INTERESTED PERSONS OF THE UNIVERSITY. ALL TRANSACTIONS ARE DEEMED ARMS LENGTH. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor appraised | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $500,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor appraised | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $86,869 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor appraised | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Miscellaneous Small Gifts | 25 | $5,434 | Donor appraised |
| Yes (X) | Wine for Gala | 1 | $10,446 | Donor appraised |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, LINE 32B: THE UNIVERSITY MAY UTILIZE ORGANIZATIONS TO LIQUIDATE NON-CASH CONTRIBUTIONS IF IT IS DETERMINED THAT IT DOES NOT WANT TO MAINTAIN THE CONTRIBUTION AND THE DONOR RESTRICTIONS ALLOW FOR SUCH LIQUIDATION. THE THIRD-PARTY ORGANIZATION SELECTED DEPENDS ON THE TYPE OF CONTRIBUTION RECEIVED AND THE MARKET IN WHICH IT CAN BE LIQUIDATED. FOR EXAMPLE, THE UNIVERSITY MAY UTILIZE A PROPERTY MANAGEMENT FIRM TO POST AVAILABLE PROPERTIES OF REAL ESTATE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Executive Committee | FORM 990, PART VI, SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE SHALL CONSIST OF NO FEWER THAN SEVEN (7) OR MORE THAN TWELVE (12) TRUSTEES. THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE PRESIDENT OF THE UNIVERSITY, BOARD CHAIR, VICE-CHAIR, SECRETARY, COMMITTEE CHAIRS, AND ONE AT-LARGE MEMBER RECOMMENDED BY THE BOARD CHAIR AND ELECTED BY THE MEMBERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE BOARD OF THE BOARD OF TRUSTEES SHALL ALSO SERVE AS THE OFFICERS OF THE EXECUTIVE COMMITTEE. THE VICE-PRESIDENT OF FINANCE AND TREASURER OF THE UNIVERSITY SHALL SERVE AS AN EX-OFFICIO MEMBER OF THIS COMMITTEE, WITHOUT THE POWER TO VOTE, AND S/HE SHALL NOT BE COUNTED AS A MEMBER OF THE COMMITTEE FOR ANY PURPOSE. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE THE FULL AUTHORITY OF THE BOARD WITH THE FOLLOWING EXCEPTIONS: I. FILL VACANCIES ON THE BOARD OF TRUSTEES OR IN ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD; II. AMEND OR REPEAL THESE BYLAWS OR ADOPT NEW BYLAWS; III. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; IV. APPOINT COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF; V. APPROVE OF ANY SELF-DEALING TRANSACTION EXCEPT AS PROVIDED BY LAW; OR VI. ANY OTHER ACTIONS PROHIBITED BY CALIFORNIA CORPORATIONS CODE SECTION 5212 (A). IN ADDITION, THE EXECUTIVE COMMITTEE MAY NOT AWARD DEGREES OR APPOINT OR REMOVE THE PRESIDENT OF THE UNIVERSITY UNLESS SPECIFICALLY EMPOWERED BY THE BOARD OF TRUSTEES TO DO SO. BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES FORM 990, PART VI, SECTION A, LINE 3: TRUSTEES REGINALD WEBB AND EMMETT TERRELL HAVE A BUSINESS RELATIONSHIP. THIS RELATIONSHIPS IS OTHERWISE INDEPENDENT OF THE UNIVERSITY. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B: THE INFORMATION/DATA FOR THE 990 IS PRIMARILY GATHERED, CALCULATED, AND COMPILED BY THE UNIVERSITYS DIRECTOR OF ACCOUNTING. UPON COMPLETING THESE STEPS, THE INFORMATION IS FORWARDED TO THE ASSOCIATE VICE PRESIDENT OF FINANCE FOR REVIEW AND APPROVAL. ONCE APPROVED THE INFORMATION/DATA IS SENT TO THE ACCOUNTING FIRM GRANT THORNTON LLP TO PREPARE THE FORM 990. ONCE COMPLETED, THE FORM 990 IS FORWARDED TO THE DIRECTOR OF ACCOUNTING TO ENSURE THAT THE INFORMATION THAT HAD BEEN ORIGINALLY PROVIDED WAS ENTERED CORRECTLY ONTO THE FORM. THE ASSOCIATE VICE PRESIDENT OF FINANCE ALSO PERFORMS A REVIEW OF THE RETURN, AFTER WHICH IT IS FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW, COMMENTS, AND APPROVAL. THE FULL FILING COPY OF THE APPROVED FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES THROUGH THE POSTING ON A SECURE WEBSITE PRIOR TO FILING WITH THE IRS. |
| MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C: TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, THERE ARE ANNUAL SIGNED STATEMENTS OBTAINED FROM OFFICERS, TRUSTEES AND KEY EMPLOYEES. THE ASSOCIATE VICE PRESIDENT OF FINANCE REVIEWS THE STATEMENTS FOR DISCLOSURE OF ANY POTENTIAL CONFLICTS. IN ADDITION, THE OFFICE OF GENERAL COUNSEL REVIEWS ALL CONTRACTS THAT INVOLVE THE UNIVERSITY AND EMPLOYEES (OR A FAMILY MEMBER), TRUSTEE (OR FAMILY MEMBER), FOR ANY CONFLICTS OF INTEREST. REVEALED CONFLICTS ARE REPORTED ON THE FORM 990, AND REVIEWED BY MEMBERS OF THE BOARDS AUDIT COMMITTEE TO DETERMINE ANY FURTHER ACTION IF NECESSARY. |
| PROCESS FOR DETERMINING COMPENSATION OF OFFICERS & KEY EMPLOYEES | FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES ESTABLISHES THE SALARY OF THE PRESIDENT, AND THE PRESIDENT ESTABLISHES THE SALARIES FOR THE UNIVERSITY'S VICE PRESIDENTS. THE HUMAN RESOURCES DEPARTMENT REVIEWS THE UNIVERSITY'S SALARIES & COMPENSATION AND COMPARES THE INFORMATION TO BOTH NATIONAL AND LOCAL COMPARABILITY DATA TO ENSURE THE UNIVERSITY'S PAY RATES ARE CONSISTENT WITH OTHER COMPARABLE INSTITUTIONS. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19: THE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBPAGE OF THE FINANCE OFFICE (HTTP://SITES.LAVERNE.EDU/FINANCE/). ADDITIONALLY, THE AUDITED FINANCIAL STATEMENTS ARE POSTED TO THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE (WWW.EMMA.MSRB.ORG). THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST FROM THE FINANCE OFFICE, AND IT IS ALSO AVAILABLE ON THE UNIVERSITY'S WEBSITE UNDER THE HUMAN RESOURCES PAGE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE FINANCE OFFICE. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9: THE OTHER CHANGES IN NET ASSETS CONSISTS OF: CHANGE IN ACTUARIAL OBLIGATIONS $(202,062) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (10) | ||||
| Fundraising | CA | NA | Trust | false |
| Charitable Remainder Annuity Trust (1) | ||||
| Fundraising | CA | NA | Trust | false |
| Net Income with Make-Up CRUT (5) | ||||
| Fundraising | CA | NA | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |