INTERNATIONAL TECHNOLOGICAL UNIVERSITY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL TECHNOLOGICAL UNIVERSITY FOUNDATION (EIN 94-2955205)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-26
- IRS object ID
- 202041789349301569
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T18:04:18-05:00 | 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 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 942955205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL TECHNOLOGICAL UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 8884884968 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 EL CAMINO REAL NO 852 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMAL MOUGHARBEL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8884884968 | PhoneNum |
| Signature | 2020-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2020-06-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.210.126.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-26 | IPDt |
| IP Tm | 16:18:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38D2F50D294D7FF929294DC7DB19A49EB4956B3D | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | YAU-GENE CHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 EL CAMINO REAL NO 852 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,955,585 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ITU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EMPOWER PEOPLE & ADVANCE GLOBAL PROSPERITY THROUGH INDUSTRY-LINKED SILICON VALLEY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,701 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,068,999 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,913,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$41,008 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,104,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,031,692 | PYTotalRevenueAmt |
| CY Total Revenue | $6,823,915 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $207,571 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $421,091 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,192,312 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,451,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,827,647 | PYOtherExpensesAmt |
| CY Other Expenses | $7,079,716 | CYOtherExpensesAmt |
| PY Total Expenses | $16,227,530 | PYTotalExpensesAmt |
| CY Total Expenses | $14,952,060 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,195,838 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,128,145 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,754,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,167,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,904,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,446,147 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,849,908 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $721,763 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PIONEERS A MODERN, INDUSTRY-FOCUSED MODEL TO DELIVER EDUCATION GLOBALLY. CULTIVATES INNOVATIVE THINKING, ETHICAL LEADERSHIP, AND ENTREPRENEURIAL SPIRIT THROUGH PRACTICAL, INDUSTRY RELEVANT CURRICULUM THAT REFLECTS SILICON VALLEY'S CULTURE. CLOSES THE EMPLOYMENT SKILLS GAP AND EMPOWERS PEOPLE TO LEAD SUCCESSFUL, ENRICHING LIVES AS MEANINGFUL CONTRIBUTORS TO THE GLOBAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,155,868 | ExpenseAmt |
| Grant | $421,091 | GrantAmt |
| Revenue | $8,913,551 | RevenueAmt |
| Desc | ITU PROVIDES GRADUATE DEGREE PROGRAMS AT THE MASTER'S LEVEL (MS) IN COMPUTER SCIENCE, SOFTWARE/COMPUTER ENGINEERING (SE/CE), ELECTRICAL ENGINEERING (EE), DIGITAL ARTS, DIGITAL MEDIA MANAGEMENT, INFORMATION & CYBER SECURITY, AND ENGINEERING MANAGEMENT. ITU ALSO OFFERS THE MASTER'S OF BUSINESS ADMINISTRATION (MBA) WITH CONCENTRATIONS IN AREA OF BUSINESS ANALYTICS, HEALTHCARE MANAGEMENT, AND GENERAL MBA. THE UNIVERSITY OFFERS A DOCTOR OF PHILOSOPHY PROGRAMS IN ELECTRICAL ENGINEERING, AND IN INTERDISCIPLINARY SCIENCES. IN ADDITION, ITU OFFERS A DOCTORAL PROGRAM IN BUSINESS ADMINISTRATION. | Desc |
| Total Program Service Expenses | $10,155,868 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 205 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 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 | AMAL MOUGHARBEL PHD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4088162413 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 EL CAMINO REAL 852 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95050 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DR ALVIN CHEUNG | ||||||||
| CHAIR OF BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR BHARSKAR KURA | ||||||||
| VICE CHAIR OF BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IVAN CHAN | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR THOMAS GOLD | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR THOMAN HANNEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CHI-CHIA HSIEH | ||||||||
| IMMEDIATE PAST CHAIR OF BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BETTY SUNDBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GREGORY O'BRIEN | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $356,188 | $0 | $0 | ||
| EDWARD LAM | ||||||||
| CFO | 40.00 | Yes (X) | $179,587 | $0 | $3,230 | |||
| ANGIE FUNG | ||||||||
| BOARD LIASON | 40.00 | Yes (X) | $112,880 | $0 | $2,630 | |||
| BHAGAT PATLOLLA | ||||||||
| DEPT CHAIR - INTERDISC. SCIENCES | 40.00 | $174,078 | $0 | $12,358 | Yes (X) | |||
| MICAH K THOMAS | ||||||||
| ED - MARKETING & ENROLLMENT MNGMT | 40.00 | $163,842 | $0 | $2,235 | Yes (X) | |||
| KRANTHI LAMMATHA | ||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $153,390 | $0 | $9,652 | Yes (X) | |||
| DR KARL WANG | ||||||||
| VP OF TECHNOLOGY AND RESEARCH | 40.00 | $138,012 | $0 | $5,478 | Yes (X) | |||
| DR MAY HUANG | ||||||||
| DIR OF ASIA DEV. & DEPT CHAIR | 40.00 | $135,465 | $0 | $390 | Yes (X) | |||
| DR BARRY RYAN | ||||||||
| FORMER PROVOST/VP OF ACAD. AFFAIRS | 40.00 | $122,059 | $0 | $6,262 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,535,501 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON & FOERSTER | |||||
| 425 MARKET STREET | SAN FRANCISCO | CA | 94105 | LEGAL SERVICES | $327,700 |
| DAVID W JOHNSON | |||||
| 2562 SACRAMENTO STREET | SAN FRANCISCO | CA | 94115 | LEGAL SERVICES | $239,547 |
| CYPRESS SECURITY LLC | |||||
| 478 TEHAMA STREET | SAN FRANCISCO | CA | 94103 | SECURITY SERVICES | $219,025 |
| UNION EXPRESS TRAVEL INC | |||||
| 29300 KOHOUTEK WAY 180 | UNION CITY | CA | 94587 | TRANSPORTATION SERVICES | $217,380 |
| JENZABAR INC | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | TECHNOLOGY SERVICES | $188,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $14,675 | AllOtherContributionsAmt |
| Total Contributions | $14,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $7,609,034 | $7,609,034 |
| SERVICE REVENUE | 611710 | $1,304,517 | $1,304,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,913,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,359 | TotalRevenueColumnAmt |
| Exclusion | $27,359 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,131,670 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$2,131,670 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,131,670 | TotalRevenueColumnAmt |
| Exclusion | -$2,131,670 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,823,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,913,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,104,311 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,091 | TotalAmt |
| Program Services | $406,091 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,686 | TotalAmt |
| Program Services | $194,273 | ProgramServicesAmt |
| Management And General | $432,413 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,789,493 | TotalAmt |
| Program Services | $4,552,833 | ProgramServicesAmt |
| Management And General | $1,236,660 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,209 | TotalAmt |
| Program Services | $422,261 | ProgramServicesAmt |
| Management And General | $152,948 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,865 | TotalAmt |
| Program Services | $337,587 | ProgramServicesAmt |
| Management And General | $122,278 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,951 | TotalAmt |
| Program Services | $45,746 | ProgramServicesAmt |
| Management And General | $564,205 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,988 | TotalAmt |
| Management And General | $109,988 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,966 | TotalAmt |
| Program Services | $387,073 | ProgramServicesAmt |
| Management And General | $331,893 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,812 | TotalAmt |
| Program Services | $222,517 | ProgramServicesAmt |
| Management And General | $6,295 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,733 | TotalAmt |
| Program Services | $24,313 | ProgramServicesAmt |
| Management And General | $10,420 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,220 | TotalAmt |
| Program Services | $649,754 | ProgramServicesAmt |
| Management And General | $278,466 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872,468 | TotalAmt |
| Program Services | $1,248,312 | ProgramServicesAmt |
| Management And General | $624,156 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,397 | TotalAmt |
| Program Services | $17,387 | ProgramServicesAmt |
| Management And General | $47,010 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,607 | TotalAmt |
| Program Services | $8,001 | ProgramServicesAmt |
| Management And General | $10,606 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340,527 | TotalAmt |
| Program Services | $893,685 | ProgramServicesAmt |
| Management And General | $446,842 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,457 | TotalAmt |
| Program Services | $55,620 | ProgramServicesAmt |
| Management And General | $23,837 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOWANCE FOR DOUBTFUL | $244,218 | $244,218 | |
| BANK MERCHANT FEE | $178,375 | $178,375 | |
| TELECOMMUNICATIONS | $114,161 | $79,913 | $34,248 |
| INTL STUDENT RECRUITING | $35,000 | $35,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,836 | TotalAmt |
| Program Services | $351,284 | ProgramServicesAmt |
| Management And General | $150,552 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,952,060 | TotalAmt |
| Program Services | $10,155,868 | ProgramServicesAmt |
| Management And General | $4,796,192 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,444,148 | BOYAmt |
| EOY | $431,028 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,392 | BOYAmt |
| EOY | $1,623,264 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,315 | BOYAmt |
| EOY | $57,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,228 | BOYAmt |
| EOY | $503,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,058,156 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,514,561 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,178,692 | BOYAmt |
| EOY | $3,543,595 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,812,692 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,538 | BOYAmt |
| EOY | $8,509 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,754,005 | BOYAmt |
| EOY | $6,167,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,801 | BOYAmt |
| EOY | $768,865 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,339,825 | BOYAmt |
| EOY | $1,223,631 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,696,471 | BOYAmt |
| EOY | $3,453,651 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,904,097 | BOYAmt |
| EOY | $5,446,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,849,908 | BOYAmt |
| EOY | $721,763 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,849,908 | BOYAmt |
| EOY | $721,763 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,754,005 | BOYAmt |
| EOY | $6,167,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,128,145 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,127,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,921,874 | DepreciationAmt |
| Book Value | $3,205,902 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,930,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,592,687 | DepreciationAmt |
| Book Value | $337,693 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,543,595 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT UNION FUND | $287,842 |
| DEFERRED RENT | $3,164,559 |
| SECURITY DEPOSITS HELD | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,453,651 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,594,494 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $45,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$406,091 | OtherRevenueAmt |
| Revenue Not Reported | -$361,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,955,585 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,131,670 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,131,670 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,823,915 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,722,639 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $45,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,131,670 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,176,670 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,545,969 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $406,091 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $406,091 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,952,060 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNIVERSITY IS A NONPROFIT ORGANIZATION. THE UNIVERSITY QUALIFIES FOR EXEMPTION FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS ALSO EXEMPT FROM TAXATION UNDER CORRESPONDING SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE UNIVERSITY RECOGNIZES AND MEASURES TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSES ANY UNCERTAINTIES IN TAX POSITIONS. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2019 AND JUNE 30, 2018. THE UNIVERSITY FILES AN EXEMPT ORGANIZATION TAX RETURN IN THE UNITED STATES AND THE STATE OF CALIFORNIA. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS RECLASSED TO EXPENSES -406,091. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL RECLASSED FROM EXPENSES -2,131,670. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL RECLASSED FROM EXPENSES 2,131,670. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS RECLASSED TO EXPENSES 406,091. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NONDISCRIMINATORY POLICY IS PUBLISHED ON THE ORGANIZATION'S WEBSITE AND PUBLISHED ON THE SAN JOSE MERCURY NEWS DURING REGISTRATION WEEKS FOR SPRING ONCE A YEAR. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 4 | PROGRAM SERVICES | TEACHING, STUDENT RECRUITMENT, AND ARRANGE CONFERENCES AND MEETINGS IN CHINA | $51,320 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | MEETINGS | $2,463 |
| SOUTH ASIA | 0 | 3 | PROGRAM SERVICES | STUDENT RECRUITMENT | $26,077 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | GRANTS | GRANTS FOR JOINT RESEARCH | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 9 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Subtotal Spent | $94,860 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $94,860 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | JOINT RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $15,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SEMI-ANNUAL EXPENSE REPORT SUBMITTED FROM GRANTS RECIPIENT. |
| PART I, LINE 3: | EXPENDITURES REPORTED ABOVE ARE ACCOUNTED FOR ON THE ACCRUAL BASIS METHOD OF ACCOUNTING. |
| ADDITIONAL SUPPLEMENTAL INFORMATION | ITU (HK) LIMITED IS A WHOLLY OWNED SUBSIDIARY OF THE UNIVERSITY, INCORPORATED UNDER THE LAWS OF HONG KONG SPECIAL ADMINISTRATION REGION, CHINA, HAS CEASED OPERATIONS AND WAS FILED AS A DORMANT COMPANY EFFECTIVE JANUARY 7, 2017. |
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 | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 115 | RecipientCnt |
| Cash Grant | $406,091 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ITU PROVIDES SCHOLARSHIPS TO QUALIFIED STUDENTS ENROLLED AT THE UNIVERSITY AND MAINTAINS ONGOING RECORDS OF ATTENDANCE AND SCHOLASTIC ACHIEVEMENT OF THE RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR GREGORY O'BRIEN | ||||||||||||||
| PRESIDENT & CEO | $344,077 | $0 | $0 | $0 | $12,111 | $0 | $0 | $0 | $0 | $0 | $356,188 | $0 | $0 | $0 |
| EDWARD LAM | ||||||||||||||
| CFO | $179,462 | $0 | $0 | $0 | $125 | $0 | $0 | $0 | $3,230 | $0 | $182,817 | $0 | $0 | $0 |
| BHAGAT PATLOLLA | ||||||||||||||
| DEPT CHAIR - INTERDISC. SCIENCES | $173,953 | $0 | $0 | $0 | $125 | $0 | $0 | $0 | $12,358 | $0 | $186,436 | $0 | $0 | $0 |
| MICAH K THOMAS | ||||||||||||||
| ED - MARKETING & ENROLLMENT MNGMT | $163,717 | $0 | $0 | $0 | $125 | $0 | $0 | $0 | $2,235 | $0 | $166,077 | $0 | $0 | $0 |
| KRANTHI LAMMATHA | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $153,265 | $0 | $0 | $0 | $125 | $0 | $0 | $0 | $9,652 | $0 | $163,042 | $0 | $0 | $0 |
| DR BARRY RYAN | ||||||||||||||
| FORMER PROVOST/VP OF ACAD. AFFAIRS | $121,934 | $0 | $0 | $0 | $125 | $0 | $0 | $0 | $6,262 | $0 | $128,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT & CEO STAYED IN A ROOM OF A TWO-BEDROOM APARTMENT THAT ITU RENTED WHILE HE WAS IN SAN JOSE. WE HAVE INCLUDED IN HIS W-2 AS HOUSING ALLOWANCE THE RENT DURING HIS STAY. |
| PART I, LINE 1B | THERE IS NO WRITTEN POLICY REGARDING THE PRESIDENT'S HOUSING ALLOWANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | TAX RETURN IS SENT TO THE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION. RETURN WILL THEN BE SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENTS, AND APPROVED BY THE BOARD OF TRUSTEES BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES AND KEY OFFICERS ARE GIVEN A CONFLICT OF INTEREST DISCLOSURE FORM AND POLICY AND WILL REVIEW TOGETHER DURING THE ANNUAL BOARD MEETING HELD IN JUNE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PAYSCALE REPORT PROVIDED BY HR AND/OR BY COMPARING EXECUTIVE COMPENSATION WITH OTHER UNIVERSITIES AND ORGANIZATIONS, AND CEO'S SALARY APPROVED BY BOARD OF TRUSTEES AND OTHER TOP MANAGEMENT'S SALARY BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ITU (HK)LTD CORPORATE SECRETARIAL 42ND FL | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL PLAZA 18 HARBOUR RD WANC | AddressLine1Txt |
| City | HONG KONG | CityNm |
| Country | HK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PRODUCTION AND MARKETING OF EDUCATIONAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | HK | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL TECHNOLOGICAL UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |