VANGUARD UNIVERSITY OF SO CA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VANGUARD UNIVERSITY OF SO CA (EIN 95-6002998)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-04
- IRS object ID
- 201930639349300998
- Schema version
- 2017v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-04T15:50:44-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956002998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD UNIVERSITY OF SO CAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANG | BusinessNameControlTxt |
| Phone | 7145563610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY MOSER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7145563610 | PhoneNum |
| Signature | 2019-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6267933600 | PhoneNum |
| Preparation | 2019-02-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-22 | IPDt |
| IP Tm | 08:56:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C05182BCE949607266F40F8D21D5C2A178D6925 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3018D2C7A8EF8E88940F980D8F52F9F97466C021 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL J BEALS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,667,827 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VANGUARD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EQUIP EACH STUDENT FOR A SPIRIT-EMPOWERED LIFE OF CHRIST-CENTERED LEADERSHIP AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1086 | TotalEmployeeCnt |
| Total Volunteers | 487 | TotalVolunteersCnt |
| Total Gross UBI | $22,810 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $19,667 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,821,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,735,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,033,528 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,597,569 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $206,148 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,537 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,786 | CYOtherRevenueAmt |
| PY Total Revenue | $68,056,335 | PYTotalRevenueAmt |
| CY Total Revenue | $71,522,990 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,610,445 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,264,058 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,770,528 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,328,323 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $40,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $65,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $874,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,919,105 | PYOtherExpensesAmt |
| CY Other Expenses | $18,603,137 | CYOtherExpensesAmt |
| PY Total Expenses | $64,340,078 | PYTotalExpensesAmt |
| CY Total Expenses | $67,260,518 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,716,257 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,262,472 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,191,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,281,292 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,416,732 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,798,241 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,774,406 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,483,051 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF VANGUARD UNIVERSITY IS TO PURSUE KNOWLEDGE, CULTIVATE CHARACTER, DEEPEN FAITH AND EQUIP EACH STUDENT FOR A SPIRIT-EMPOWERED LIFE OF CHRIST CENTERED LEADERSHIP AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $44,866,905 | ExpenseAmt |
| Grant | $22,018,763 | GrantAmt |
| Revenue | $57,849,310 | RevenueAmt |
| Desc | TRADITIONAL UNDERGRADUATE: BACHELOR'S DEGREES IN 25 MAJORS. VANGUARD'S STUDENTS ARE IMMERSED IN AN ENVIRONMENT DESIGNED TO HELP THEM EXCEL. VU'S COMMITMENT TO GO BEYOND ACADEMICS LEADS TO ACADEMIC TRANSFORMATION, WHERE STUDENTS CAN CULTIVATE NEW ABILITIES TO THINK CRITICALLY, COMMUNICATE CLEARLY AND INTERACT INTELLIGENTLY. VANGUARD'S RELATIONAL CULTURE IS DESIGNED TO FOSTER SERVING ONE ANOTHER, OUR CITY, AND OUR WORLD IN PRACTICAL WAYS THROUGH LOCAL AND GLOBAL MISSIONS PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,112,064 | ExpenseAmt |
| Grant | $84,919 | GrantAmt |
| Revenue | $2,615,294 | RevenueAmt |
| Desc | PROFESSIONAL STUDIES (ADULT PROFESSIONALS): BACHELOR'S DEGREES IN BUSINESS, PSYCHOLOGY, RELIGION, NURSING (REGISTERED NURSE TO BACHELOR OF SCIENCE IN NURSING), AND EARLY CHILDHOOD EDUCATION (EC). EC HAS COURSEWORK LEADING TO A CERTIFICATE AS A STUDENT-AT-LARGE (NON-DEGREE SEEKING). THE SCHOOL FOR PROFESSIONAL STUDIES' (PS) VISION IS TO BE ORANGE COUNTY'S TOP CHOICE FOR A PROFESSIONAL EDUCATION WITH A CHRISTIAN FOUNDATION, A PLACE WHERE STUDENTS ARE EMPOWERED TO DISCERN THEIR CALLING; DISCOVER THEIR GIFTEDNESS; AND DEVELOP THEIR COMPETENCIES. PS HAS AN EXTENSION IN BAKERSFIELD (CA) AND IS AUTHORIZED TO LAUNCH A NEW SITE IN VICTORVILLE (CA). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $773,687 | ExpenseAmt |
| Grant | $27,240 | GrantAmt |
| Revenue | $1,031,584 | RevenueAmt |
| Desc | GRADUATE EDUCATION: AWARDING FIVE DISTINCT MASTER'S DEGREES IN ADDITION TO MULTIPLE SUBJECT AND SINGLE SUBJECT CALIFORNIA PRELIMINARY TEACHING CREDENTIALS: 1) M.A. AND A PRELIMINARY CREDENTIAL, 2) M.A. TEACHING CREDENTIAL AND CHRISTIAN EDUCATION LEADERSHIPS, 3) M.A. AND CHRISTIAN EDUCATION LEADERSHIP, 4) M.A. WITH TEACHER LEADERSHIP EMPHASIS, 5) M.A. INDUCTION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,109,858 | ExpenseAmt |
| Grant | $133,136 | GrantAmt |
| Revenue | $3,101,381 | RevenueAmt |
| Desc | OTHER MISCELLANEOUS AND GRADUATE PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,109,858 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $133,136 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,101,381 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $49,862,514 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 152 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1086 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY MOSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7145563610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LARRY ALLBAUGH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LULA BALLTON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AUGUSTUS GUS CERILLO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE DURKEE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN GONZALES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS GREEN | |||||||||
| CHAIRMAN | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M GUERRA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDEE HEATH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DON JUDKINS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BYRON KLAUS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C MARTIN | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFF MOTSKE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SERGIO NAVARRETE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ODDO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE OQUIST | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM PRINCE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONN REDIGER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL ROBINETTE | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RUSSELL P SPITTLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE SUYDAM | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHANNA TOWNSEND | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH WAYMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE O WOOD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J BEALS | |||||||||
| DIRECTOR/PRESIDENT | 40.00 | 2.00 | Yes (X) | $186,370 | $0 | $116,518 | Yes (X) | ||
| DORETHA O'QUINN | |||||||||
| VICE-PRESIDENT/VP ACADEMIC AFFAIRS | 40.00 | 0.00 | $111,484 | $0 | $83,249 | Yes (X) | |||
| JEREMY MOSER | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 2.00 | $68,400 | $0 | $112,498 | Yes (X) | |||
| KIMBERLY JOHNSON | |||||||||
| VP ENROLLMENT MGMT | 40.00 | 0.00 | $173,115 | $0 | $415 | Yes (X) | |||
| JUSTIN MCINTEE | |||||||||
| VP UNIVERSITY ADVANCEMENT | 40.00 | 2.00 | $124,337 | $0 | $56,101 | Yes (X) | |||
| MARY WICKMAN | |||||||||
| FACULTY | 40.00 | 0.00 | $117,464 | $0 | $26,264 | Yes (X) | |||
| TIMOTHY YOUNG | |||||||||
| VP STUDENT AFFAIRS | 40.00 | 0.00 | $103,331 | $0 | $57,817 | Yes (X) | |||
| PETE MENJARES | |||||||||
| VP INST FOR FACULTY DEVELOPMENT | 40.00 | 0.00 | $115,673 | $0 | $12,336 | Yes (X) | |||
| MICHAEL WILSON | |||||||||
| DEAN OF THE UNIVERSITY | 40.00 | 0.00 | $110,792 | $0 | $12,149 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,110,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $477,347 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 2400 YORKMONT RD | CHARLOTTE | NC | 28217 | FOOD SERVICES | $2,873,280 |
| ARAMARK | |||||
| 24818 NETWORK PLACE | CHICAGO | IL | 606731248 | MAINTENANCE AND GROUNDS KEEPING | $1,849,858 |
| THE HILL PARTNERSHIP INC | |||||
| 115 22ND STREET | NEWPORT BEACH | CA | 92663 | ARCHITECT | $1,467,164 |
| CONSOLIDATED CONTRACTED SERVICES | |||||
| 181 AVENIDA LA PATA 200 | SAN CLEMENTE | CA | 92673 | BASEBALL FIELD RENOVATION | $564,100 |
| NET DEVELOPMENT COMPANY | |||||
| 3130 AIRWAY AVE | COSTA MESA | CA | 92626 | THEATRE IMPROVEMENTS | $457,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $219,626 | FundraisingAmt |
| Related Organizations | $385,822 | RelatedOrganizationsAmt |
| Government Grants | $772,853 | GovernmentGrantsAmt |
| All Other Contributions | $5,356,758 | AllOtherContributionsAmt |
| Noncash Contributions | $170,205 | NoncashContributionsAmt |
| Total Contributions | $6,735,059 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION & FEES | 611710 | $54,309,032 | $54,309,032 |
| AUXILIARY ENTERPRISES | 611710 | $9,261,206 | $9,261,206 |
| SUPPORT SERVICES - OTHER | 611710 | $1,027,331 | $1,027,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,597,569 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,148 | TotalRevenueColumnAmt |
| Exclusion | $206,148 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,407 | TotalRevenueColumnAmt |
| Exclusion | $45,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,834 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $219,626 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $144,837 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$84,003 | TotalRevenueColumnAmt |
| Exclusion | -$84,003 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,810 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $22,810 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,810 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,522,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,597,569 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,810 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,552 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,264,058 | TotalAmt |
| Program Services | $22,264,058 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,590 | TotalAmt |
| Management And General | $970,718 | ManagementAndGeneralAmt |
| Fundraising | $199,872 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,715,770 | TotalAmt |
| Program Services | $15,706,622 | ProgramServicesAmt |
| Management And General | $4,875,554 | ManagementAndGeneralAmt |
| Fundraising | $133,594 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,080 | TotalAmt |
| Program Services | $370,589 | ProgramServicesAmt |
| Management And General | $157,257 | ManagementAndGeneralAmt |
| Fundraising | $8,234 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,167 | TotalAmt |
| Program Services | $1,194,559 | ProgramServicesAmt |
| Management And General | $1,120,206 | ManagementAndGeneralAmt |
| Fundraising | $49,402 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,716 | TotalAmt |
| Program Services | $1,104,376 | ProgramServicesAmt |
| Management And General | $416,756 | ManagementAndGeneralAmt |
| Fundraising | $20,584 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,619,854 | TotalAmt |
| Program Services | $3,608,092 | ProgramServicesAmt |
| Management And General | $1,932,338 | ManagementAndGeneralAmt |
| Fundraising | $79,424 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,397 | TotalAmt |
| Management And General | $53,397 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,750 | TotalAmt |
| Management And General | $49,750 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Fundraising | $65,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,730,361 | TotalAmt |
| Program Services | $90,269 | ProgramServicesAmt |
| Management And General | $1,640,092 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,016 | TotalAmt |
| Program Services | $28,691 | ProgramServicesAmt |
| Management And General | $177,325 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,178,631 | TotalAmt |
| Program Services | $1,211,992 | ProgramServicesAmt |
| Management And General | $759,538 | ManagementAndGeneralAmt |
| Fundraising | $207,101 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,201 | TotalAmt |
| Program Services | $321,746 | ProgramServicesAmt |
| Management And General | $1,172,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,343 | TotalAmt |
| Program Services | $426,593 | ProgramServicesAmt |
| Management And General | $455,750 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248,571 | TotalAmt |
| Program Services | $1,035,455 | ProgramServicesAmt |
| Management And General | $181,044 | ManagementAndGeneralAmt |
| Fundraising | $32,072 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,765 | TotalAmt |
| Program Services | $209,577 | ProgramServicesAmt |
| Management And General | $104,188 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,373 | TotalAmt |
| Program Services | $257,688 | ProgramServicesAmt |
| Management And General | $232,685 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,641 | TotalAmt |
| Program Services | $1,459,108 | ProgramServicesAmt |
| Management And General | $1,317,533 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,659 | TotalAmt |
| Program Services | $3,065 | ProgramServicesAmt |
| Management And General | $469,594 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $327,138 | $113,940 | $166,823 | $46,375 |
| EVENTS | $284,979 | $216,717 | $35,914 | $32,348 |
| PROFESSIONAL DEVELOPMEN | $238,134 | $137,266 | $100,868 | |
| PROPERTY TAX | $132,824 | $132,824 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,500 | TotalAmt |
| Program Services | $102,111 | ProgramServicesAmt |
| Management And General | $1,389 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,260,518 | TotalAmt |
| Program Services | $49,862,514 | ProgramServicesAmt |
| Management And General | $16,523,998 | ManagementAndGeneralAmt |
| Fundraising | $874,006 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,849,394 | BOYAmt |
| EOY | $840,571 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,601 | BOYAmt |
| EOY | $2,680,554 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,091,083 | BOYAmt |
| EOY | $1,200,202 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,110,511 | BOYAmt |
| EOY | $2,294,198 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,230 | BOYAmt |
| EOY | $1,208,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,404,805 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,692,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,135,166 | BOYAmt |
| EOY | $36,712,539 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,371,464 | BOYAmt |
| EOY | $5,583,390 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,689 | BOYAmt |
| EOY | $761,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,191,138 | BOYAmt |
| EOY | $51,281,292 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,939,572 | BOYAmt |
| EOY | $3,591,731 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,712 | BOYAmt |
| EOY | $3,581,485 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,446,722 | BOYAmt |
| EOY | $13,372,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,326,726 | BOYAmt |
| EOY | $2,252,984 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,416,732 | BOYAmt |
| EOY | $22,798,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,639,702 | BOYAmt |
| EOY | $21,344,516 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,134,704 | BOYAmt |
| EOY | $7,138,535 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,774,406 | BOYAmt |
| EOY | $28,483,051 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,191,138 | BOYAmt |
| EOY | $51,281,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,262,472 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$553,827 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $15,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $15,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAYMENT TO A GRASSROOTS LOBBYING COALITION IN REGARDS TO CALIFORNIA PROPOSED LEGISLATION OF SB1146. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,143,927 | BeginningYearBalanceAmt |
| Contributions | $363,504 | ContributionsAmt |
| Investment Earnings Or Losses | $464,574 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $385,822 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $35,713 | AdministrativeExpensesAmt |
| End Year Balance | $5,550,470 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,652,170 | BeginningYearBalanceAmt |
| Contributions | $266,331 | ContributionsAmt |
| Investment Earnings Or Losses | $554,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $305,739 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,333 | AdministrativeExpensesAmt |
| End Year Balance | $5,143,927 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,927,546 | BeginningYearBalanceAmt |
| Contributions | $104,862 | ContributionsAmt |
| Investment Earnings Or Losses | -$67,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $295,300 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,203 | AdministrativeExpensesAmt |
| End Year Balance | $4,652,170 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,720,315 | BeginningYearBalanceAmt |
| Contributions | $353,438 | ContributionsAmt |
| Investment Earnings Or Losses | $22,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $140,461 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,062 | AdministrativeExpensesAmt |
| End Year Balance | $4,927,546 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,631,345 | BeginningYearBalanceAmt |
| Contributions | $603,635 | ContributionsAmt |
| Investment Earnings Or Losses | $621,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $114,745 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,050 | AdministrativeExpensesAmt |
| End Year Balance | $4,720,315 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,278,462 | OtherCostOrOtherBasisAmt |
| Book Value | $1,278,462 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,477,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,490,590 | DepreciationAmt |
| Book Value | $28,986,743 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,031,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $901,736 | DepreciationAmt |
| Book Value | $5,130,136 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,960,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,172,423 | DepreciationAmt |
| Book Value | $788,020 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,656,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,127,517 | DepreciationAmt |
| Book Value | $529,178 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,712,539 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MPIC - CLASS 1 | $4,884,732 | F |
| LOAN FUND CERTIFICATES | $380,000 | F |
| OTHER | $318,658 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,583,390 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TUITION REMISSION LIABILITY | $91,882 |
| TRUST REMAINDER LIFE OBLIGATONS | $319,010 |
| PERKINS LOAN LIABILITY | $1,780,759 |
| STUDENT REFUNDABLE CREDITS | $61,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,252,984 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE HELD BY THE VANUARD UNIVERSITY FOUNDATION AND INVESTED IN MUTUAL FUNDS AND EQUITY SECURITIES. THE EARNINGS ARE USED TO FUND SCHOLARSHIPS FOR STUDENTS OF VANGUARD UNIVERSITY OF SOUTHERN CALIFORNIA. |
| PART X, LINE 2: | IN ACCORDANCE WITH PROVISIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY HAD NO UNCERTAIN TAX POSTIONS AND/OR OBLIGATIONS AT JUNE 30, 2018 AND 2017. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PRIMARILY SOLICITS THROUGH MAIL AND ON-LINE APPLICATIONS TO PROSPECTIVE STUDENTS. THESE INCLUDE UNDERGRADUATE, GRADUATE, AND ADULT PROGRAMS. ALL APPLICATIONS INCLUDE THE UNIVERSITY'S NONDISCRIMINATION POLICY. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDING FROM THE FEDERAL GOVERNMENT, AND AS A RESULT, IS REQUIRED TO COMPLY WITH VARIOUS REGULATIONS RELATED TO THOSE FUNDING PROGRAMS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 824885 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191824885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $65,000 | RetainedByContractorAmt |
| Net To Organization | -$65,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $65,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$65,000 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHRISTMAS FANTASIA | Event1Nm |
| Gross Receipts Event1 | $171,829 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $125,155 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,674 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $32,616 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,065 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,025 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,581 | OtherDirectExpensesEvent1Amt |
| Event2 | PRICELESS LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $108,631 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $94,471 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,160 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $42,084 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,301 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $33,386 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,779 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $280,460 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $219,626 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,834 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $74,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,366 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $46,411 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,360 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $144,837 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$84,003 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID - SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1628 | RecipientCnt |
| Cash Grant | $22,264,058 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | VANGUARD UNIVERSITY AWARDS MERIT AND NEED-BASED SCHOLARSHIPS AND GRANTS TO TRADITIONAL UNDERGRADUATES AND MERIT SCHOLARSHIPS AND GRANTS TO GRADUATE STUDENTS. AWARDS ARE BASED ON ELIGIBILITY CRITERIA INCLUDING ACADEMIC, TALENT AND PARTICIPATION, AND INCENTIVE INCLUDING DENOMINATION, MINISTRY/MISSIONARY DEPENDENT. CONTINUED ELIGIBILITY INCLUDING MAINTENANCE GPA IS MONITORED BY THE FINANCIAL AID OFFICE. NEED-BASED AWARDS REQUIRE DEMONSTRATED NEED AS DETERMINED BY THE FAFSA AND REQUIRES FILING THE FAFSA BY THE MARCH 2 PRIORITY DEADLINE EACH YEAR AND CONTINUED DEMONSTRATION OF NEED. THE MAJORITY OF THE AWARDS ARE FUNDED BY THE INSTITUTIONAL AID BUDGET BUT SMALL NUMBER ARE FUNDED BY THE ENDOWMENT AND HAVE DONOR SPECIFIC CRITERIA. THE FINANCIAL AID OFFICE WORKS WITH UNIVERSITY ADVACEMENT AND FISCAL MANGEMENT TO AWARD THESE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL J BEALS | ||||||||||||||
| DIRECTOR/PRESIDENT | $184,637 | $0 | $0 | $0 | $1,733 | $0 | $9,900 | $0 | $106,618 | $0 | $302,888 | $0 | $0 | $0 |
| DORETHA O'QUINN | ||||||||||||||
| VICE-PRESIDENT/VP ACADEMIC AFFAIRS | $107,951 | $0 | $0 | $0 | $3,533 | $0 | $10,847 | $0 | $72,402 | $0 | $194,733 | $0 | $0 | $0 |
| JEREMY MOSER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $68,139 | $0 | $0 | $0 | $261 | $0 | $18,000 | $0 | $94,498 | $0 | $180,898 | $0 | $0 | $0 |
| KIMBERLY JOHNSON | ||||||||||||||
| VP ENROLLMENT MGMT | $172,700 | $0 | $0 | $0 | $415 | $0 | $0 | $0 | $415 | $0 | $173,530 | $0 | $0 | $0 |
| JUSTIN MCINTEE | ||||||||||||||
| VP UNIVERSITY ADVANCEMENT | $124,091 | $0 | $0 | $0 | $246 | $0 | $0 | $0 | $56,101 | $0 | $180,438 | $0 | $0 | $0 |
| TIMOTHY YOUNG | ||||||||||||||
| VP STUDENT AFFAIRS | $102,957 | $0 | $0 | $0 | $374 | $0 | $10,043 | $0 | $47,774 | $0 | $161,148 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT, THE CFO, THE VP OF UNIVERSITY ADVANCEMENT AND THE VP OF ACADEMIC AFFAIRS. THE BENEFIT IS TREATED AS A NON-TAXABLE BENEFIT, DUE TO THE MINISTERIAL EXCEPTION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $24,480 | CashGrantAmt |
| Type Of Assistance | INSTITUTIONAL AID | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,159 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BASEBALL FIELD RENOVATION MATERIALS & SERVICES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $157,046 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CONTRACT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, WHO SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE; THE VICE CHAIR; THE PRESIDENT; THE SECRETARY; THE CHAIRS OF ALL OTHER STANDING COMMITTEES; THE DISTRICT SUPERINTENDENT OF THE DISTRICT COUNCIL, EX OFFICIO; AND UP TO TWO (2) TRUSTEES AT LARGE, WHO SHALL BE ELECTED BY THE BOARD OF TRUSTEES, UPON NOMINATION BY THE COMMITTEE ON TRUSTEES, AND SERVE FOR NO MORE THAN TWO CONSECUTIVE TWO YEAR TERMS. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWER AND EXERCISE ALL THE DUTIES OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION WHILE THE BOARD OF TRUSTEES IS NOT IN SESSION, EXCEPT AS SPECIFICALLY LIMITED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP OF VANGUARD UNIVERSITY SHALL CONSIST OF THOSE INDIVIDUALS WHO SERVE AS THE EXECUTIVE PRESBYTERY, AS DEFINED IN THE BYLAWS OF THE DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD. THE MEMBERS RATIFY THE UNIVERSITY'S MISSION AND AMENDMENTS OR RESTATEMENTS OF THE UNIVERSITY'S BYLAWS. DISSOLUTION, SALE, OR MERGER OF THE UNIVERSITY REQUIRES TWO-THIRDS VOTE OF THE MEMBERS. UPON DISSOLUTION ANY REMAINING ASSETS OF THE UNIVERSITY SHALL BE DISTRIBUTED TO THE SOUTHERN CALIFORNIA DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD, IRVINE, CALIFORNIA IF IN GOOD STANDING AS A TAX EXEMPT 501(C)3 ORGANIZATION. OTHERWISE THE DISTRIBUTIONS WILL BE MADE TO THE GENERAL COUNCIL OF THE ASSEMBLIES OF GOD, SPRINGFIELD, MISSOURI. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS SHALL RETAIN THE RIGHTS TO RATIFY ELECTIONS OF THE UNIVERSITY'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY REMOVAL OF A UNIVERSITY BOARD OF TRUSTEE IS SUBJECT TO RATIFICATION BY A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT A DULY CALLED MEMBERSHIP. MEETING DISSOLUTION, SALE, OR MERGER OF THE UNIVERSITY REQUIRES TWO-THIRDS VOTE OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE REVIEW AND APPROVAL PROCESS FOR THE UNIVERSITY'S TAX RETURN, FORM 990 INCLUDES THE FOLLOWING: 1) PREPARATION, WITH THE ASSISTANCE OF AN INDEPENDENT ACCOUNTING FIRM, BY MANAGEMENT, 2) A DETAILED REVIEW IS CONDUCTED BY THE AUDIT COMMITTEE, 3) A BRIEFING AND REVIEW OF MAJOR ISSUES (IF ANY EXISTS) GIVEN TO THE AUDIT COMMITTEE, PRIOR TO APPROVAL, 4) EACH BOARD MEMBER RECEIVES A COPY OF THE FORM 990 PRIOR TO ITS FILING, 5) APPROVAL BY BOARD OF TRUSTEES IS MADE THROUGH A RESOLUTION FROM THE AUDIT COMMITTEE, 6) BRIEFING, POST APPROVAL TO BOARD OF TRUSTEES ON ADHERENCE OF PROCESS, AND ANY MAJOR ISSUES NOTED, 7) THE 990 IS THEN FILED WITH THE INTERNAL REVENUE SEVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS AN ANNUAL DISCLOSURE REQUIRED BY ALL TRUSTEES, CORPORATE OFFICERS, FOUNDATION BOARD MEMBERS, OFFICERS AND MEMBERS OF THE MANAGEMENT TEAM, UNIVERSITY FACULTY, AND ALL BENEFITED EMPLOYEES. ANY TRANSACTIONS THAT COULD GIVE RISE TO CONFLICT ARE REVIEWED BY THE APPROPRIATE GOVERNING BODY, MEANING BOARD OF TRUSTEES OR FOUNDATION BOARD. IF CONFLICT ARISES, THE PERSON RECUSES HIM OR HERSELF FROM DISCUSSION AND/OR VOTE ON THE TRANSACTION BEING DISCUSSED. THIS RECUSAL IS DOCUMENTED IN THE MEETING MINUTES. THERE HAVE BEEN NO KNOWN INCIDENCES IN WHICH THE INDIVIDUAL DID NOT RECUSE THEMSELVES DURING THIS REPORTING PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED FOR THE PRESIDENT BY USING COMPARABLE DATA BASED ON LIKE UNIVERSITIES, WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE PROCESS IS DOCUMENTED AND WAS LAST CONDUCTED BY THE EXECUTIVE COMMITTEE IN MAY 2018. COMPENSATION FOR ALL OTHER OFFICERS IS BASED ON COMPARABLE DATA REVIEWED BY THE PRESIDENT IN CONSULTATION WITH THE SENIOR DIRECTOR OF HUMAN RESOURCES. THIS PROCESS IS DOCUMENTED AND WAS LAST DONE IN MAY 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST INVESTMENT -20,721. LOSS ON REVALUATION OF OTHER ASSET -533,106. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VU HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FAIR DRIVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING OF ASSETS - OIL/GAS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $45,207 | TotalIncomeAmt |
| End Of Year Assets | $3,571 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD UNIVERSITY OF SO CAL | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANUGARD UNIVERSITY FOUNDATION | |||||||||||
| 55 FAIR DRIVE | COSTA MESA | CA | 92626 | 912764193 | UNIVERSITY ENDOWED SCHOLARSHIP PROGRAMS | CA | 501(C)(3) | LINE 12A, I | VANGUARD UNIVERSITY OF SOUTHERN CALIFORNIA | Yes (1) | |
| SOUTHERN CALIFORNIA DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD | |||||||||||
| 17951 COWAN | IRVINE | CA | 92614 | A DISTRICT OF THE GENERAL COUNCIL OF THE ASSEMBLIES OF GOD (USA) | CA | 501(C)(3) | LINE 1 | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VANGUARD UNIVERSITY FOUNDATION | ||
| C | $385,822 | CASH |
| SOUTHERN CALIFORNIA DISTRICT COUNCIL OF THE ASSEMBLIES OF GOD | ||
| C | $66,670 | CASH |