HAWAII PACIFIC UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII PACIFIC UNIVERSITY (EIN 99-0113930)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-09-25
- IRS object ID
- 201932689349301303
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-25T10:20:31-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4365 EXECUTIVE DR STE 1600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990113930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hawaii Pacific University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % David Kostecki | InCareOfNm |
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 8083565272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 ALA MOANA BLVD Suite 6420 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Kostecki | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 8085438011 | PhoneNum |
| Signature | 2019-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOCELYNE MILLER | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 8585357200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33008120191345000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA5C606EC7C0AC5CA4B4A14FD82DAAC8044C8CC5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E1BEE296507EB4D9DF9405BDF082B7F62D6F366B | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JOHN GOTANDA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 ALA MOANA BLVD | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $114,173,346 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hpu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | HPU IS AN INTERNATIONAL LEARNING COMMUNITY SET IN THE RICH CULTURAL CONTEXT OF HAWAI'I. OUR INNOVATIVE PROGRAMS PREPARE OUR GRADUATES AS ACTIVE MEMBERS OF A GLOBAL SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1427 | TotalEmployeeCnt |
| Total Volunteers | 617 | TotalVolunteersCnt |
| Total Gross UBI | $1,808,705 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $872,731 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,188,770 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,830,166 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $85,006,206 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,352,130 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,873,437 | PYInvestmentIncomeAmt |
| CY Investment Income | $955,335 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,942,344 | PYOtherRevenueAmt |
| CY Other Revenue | $3,183,280 | CYOtherRevenueAmt |
| PY Total Revenue | $106,010,757 | PYTotalRevenueAmt |
| CY Total Revenue | $92,320,911 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,089,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,982,056 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,013,102 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,278,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,135,764 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,487,279 | PYOtherExpensesAmt |
| CY Other Expenses | $33,739,461 | CYOtherExpensesAmt |
| PY Total Expenses | $99,590,251 | PYTotalExpensesAmt |
| CY Total Expenses | $101,999,518 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,420,506 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,678,607 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $180,804,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,079,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $91,026,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,392,445 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,777,731 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,686,643 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $66,266,457 | ExpenseAmt |
| Grant | $24,982,056 | GrantAmt |
| Revenue | $83,352,130 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDES HIGHER EDUCATION SERVICES TO APPROXIMATELY 5,000 STUDENTS. GRANTS ARE PRIMARILY MERIT AND NEED-BASED SCHOLARSHIPS PROVIDED TO STUDENTS. | Desc |
| Total Program Service Expenses | $66,266,457 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3190 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1427 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Kostecki | PersonNm |
| Phone | 8083565256 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 ALA MOANA BLVD | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Richard C Hunter | ||||||||||
| Trustee, Chair | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven K Baker | ||||||||||
| Trustee, Vice Chair | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| James A Ajello | ||||||||||
| Trustee, Treasurer | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey M Boromisa | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joachim P Cox | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Layla J L Dedrick | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Christina D Doane | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| John Y Gotanda | ||||||||||
| Trustee, President | 40.0 | 0.0 | Yes (X) | $556,713 | $0 | $49,566 | Yes (X) | |||
| RADM Fred P Gustavson USN RET | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Karen L Huffman | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Linda Lingle | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Violet S Loo | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| James C Polk | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Raymond P Vara Jr | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lance K Wilhelm | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jan K Boivin | ||||||||||
| SVP, General Counsel & Sec | 40.0 | 0.0 | $288,332 | $0 | $23,445 | Yes (X) | ||||
| Bruce Edwards | ||||||||||
| SVP & CFO | 40.0 | 0.0 | $295,510 | $0 | $33,117 | Yes (X) | ||||
| Matthew A Liao-Troth | ||||||||||
| SVP & Provost | 40.0 | 0.0 | $305,646 | $0 | $18,217 | Yes (X) | ||||
| Brenda Jensen | ||||||||||
| Dean, College of Nat Comput Sc | 40.0 | 0.0 | $167,538 | $0 | $13,490 | Yes (X) | ||||
| Shaun Moss | ||||||||||
| EXEC DIR, OCEANIC INSTITUTE | 40.0 | 0.0 | $200,849 | $0 | $42,288 | Yes (X) | ||||
| Warren Wee | ||||||||||
| Interim Dean, College Business | 40.0 | 0.0 | $176,206 | $0 | $13,129 | Yes (X) | ||||
| Vince Baldemor | ||||||||||
| Executive Director, Athletics | 40.0 | 0.0 | $174,055 | $0 | $34,594 | Yes (X) | ||||
| Cody Down | ||||||||||
| Assoc VP & CIO | 40.0 | 0.0 | $195,082 | $0 | $22,977 | Yes (X) | ||||
| Gregory Grauman | ||||||||||
| VP, Enrollment Management | 40.0 | 0.0 | $203,038 | $0 | $37,349 | Yes (X) | ||||
| Samuel E Moku | ||||||||||
| VP, University Relations | 40.0 | 0.0 | $181,744 | $0 | $47,577 | Yes (X) | ||||
| Manish Sehgal | ||||||||||
| Dir. Sch of Educ/Interim Dean | 40.0 | 0.0 | $162,454 | $0 | $19,139 | Yes (X) | ||||
| Lynette G Landry | ||||||||||
| Former Dean, Health & Society | 40.0 | 0.0 | $148,116 | $0 | $11,748 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,055,283 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $366,636 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Star Protection Agency LLC | |||||
| 846 South Hotel Street No 200 | Honolulu | HI | 96813 | Security Services | $1,054,506 |
| Sodexo | |||||
| 9801 Washingtonian Blvd | Gaithersburg | MD | 20878 | Food Services | $817,188 |
| VIP Transportation Inc | |||||
| 443 Kalewa St | Honolulu | HI | 96819 | Transportation Svcs | $680,768 |
| Ellucian Company LP | |||||
| 62578 Collections Center Drive | Chicago | IL | 60693 | IT Consulting Svcs | $476,228 |
| Hawaiian Airlines | |||||
| PO Box 29460 | Honolulu | HI | 96820 | Travel Services | $416,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $200,585 | FundraisingAmt |
| Government Grants | $2,355,995 | GovernmentGrantsAmt |
| All Other Contributions | $2,273,586 | AllOtherContributionsAmt |
| Noncash Contributions | $19,417 | NoncashContributionsAmt |
| Total Contributions | $4,830,166 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION & FEES | 611310 | $80,663,211 | $80,663,211 | $0 | $0 |
| RESEARCH & TRAINING | 541712 | $1,731,932 | $1,731,932 | $0 | $0 |
| BY-PRODUCT SALES | 900099 | $672,370 | $672,370 | $0 | $0 |
| FEES/CONTRACTS FROM GOV'T | 611310 | $284,617 | $284,617 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,352,130 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,067,772 | TotalRevenueColumnAmt |
| Exclusion | $1,067,772 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $566,620 | TotalRevenueColumnAmt |
| Exclusion | $566,620 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,111 | TotalRevenueColumnAmt |
| Exclusion | $3,111 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,644,223 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,998,637 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $645,586 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645,586 | TotalRevenueColumnAmt |
| Exclusion | $645,586 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,058,610 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,560,063 | SecuritiesAmt |
| Other | $1,177,604 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $498,547 | SecuritiesAmt |
| Other | -$1,177,604 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$679,057 | TotalRevenueColumnAmt |
| Exclusion | -$679,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,774 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $200,585 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $116,131 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,357 | TotalRevenueColumnAmt |
| Exclusion | -$41,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PARKING FEES | 900009 | $1,932,584 | $0 | $1,674,423 | $258,161 |
| BOOKSTORE REVENUE | 900009 | $167,451 | $0 | $0 | $167,451 |
| EVENTS | 900009 | $104,469 | $0 | $104,469 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $29,813 | UnrelatedBusinessRevenueAmt |
| Exclusion | $341,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,575,940 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,320,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,352,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,808,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,329,910 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,478 | TotalAmt |
| Program Services | $80,478 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,815,827 | TotalAmt |
| Program Services | $24,815,827 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,751 | TotalAmt |
| Program Services | $85,751 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,255,186 | TotalAmt |
| Program Services | $1,010,376 | ProgramServicesAmt |
| Management And General | $1,244,810 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,368 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $105,368 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,741,394 | TotalAmt |
| Program Services | $27,734,139 | ProgramServicesAmt |
| Management And General | $6,365,192 | ManagementAndGeneralAmt |
| Fundraising | $642,063 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,681 | TotalAmt |
| Program Services | $1,314,474 | ProgramServicesAmt |
| Management And General | $270,007 | ManagementAndGeneralAmt |
| Fundraising | $32,200 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,043,587 | TotalAmt |
| Program Services | $1,765,825 | ProgramServicesAmt |
| Management And General | $204,499 | ManagementAndGeneralAmt |
| Fundraising | $73,263 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,515,785 | TotalAmt |
| Program Services | $1,993,442 | ProgramServicesAmt |
| Management And General | $475,165 | ManagementAndGeneralAmt |
| Fundraising | $47,178 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,448 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,448 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,962 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $371,962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,747 | TotalAmt |
| Program Services | $320 | ProgramServicesAmt |
| Management And General | $411,427 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,992 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $66,992 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,681,590 | TotalAmt |
| Program Services | $1,242,223 | ProgramServicesAmt |
| Management And General | $3,262,507 | ManagementAndGeneralAmt |
| Fundraising | $176,860 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,744 | TotalAmt |
| Program Services | $397,007 | ProgramServicesAmt |
| Management And General | $581,698 | ManagementAndGeneralAmt |
| Fundraising | $16,039 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,851,114 | TotalAmt |
| Program Services | $2,290,575 | ProgramServicesAmt |
| Management And General | $492,896 | ManagementAndGeneralAmt |
| Fundraising | $67,643 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,516,807 | TotalAmt |
| Program Services | $65,044 | ProgramServicesAmt |
| Management And General | $2,451,763 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,770,508 | TotalAmt |
| Program Services | $135,556 | ProgramServicesAmt |
| Management And General | $5,610,253 | ManagementAndGeneralAmt |
| Fundraising | $24,699 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,467 | TotalAmt |
| Program Services | $1,606,147 | ProgramServicesAmt |
| Management And General | $183,236 | ManagementAndGeneralAmt |
| Fundraising | $17,084 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,098 | TotalAmt |
| Program Services | $303,641 | ProgramServicesAmt |
| Management And General | $64,896 | ManagementAndGeneralAmt |
| Fundraising | $7,561 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,254,625 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,254,625 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,449,510 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,449,510 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,954 | TotalAmt |
| Program Services | $126,366 | ProgramServicesAmt |
| Management And General | $925,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UTILITIES | $1,283,627 | $279,357 | $1,004,270 | $0 |
| BAD DEBT | $1,162,119 | $0 | $1,162,119 | $0 |
| REPAIRS AND MAINTENANCE | $914,226 | $60,611 | $851,635 | $1,980 |
| UBTI TAX | $146,690 | $0 | $146,690 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,233 | TotalAmt |
| Program Services | $959,298 | ProgramServicesAmt |
| Management And General | $635,741 | ManagementAndGeneralAmt |
| Fundraising | $29,194 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,999,518 | TotalAmt |
| Program Services | $66,266,457 | ProgramServicesAmt |
| Management And General | $34,597,297 | ManagementAndGeneralAmt |
| Fundraising | $1,135,764 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,195 | BOYAmt |
| EOY | $2,595 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,483,624 | BOYAmt |
| EOY | $15,178,059 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,423 | BOYAmt |
| EOY | $1,076,131 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,705,187 | BOYAmt |
| EOY | $4,967,030 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,541 | BOYAmt |
| EOY | $2,030,182 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,336,116 | BOYAmt |
| EOY | $1,758,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $114,647,598 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,713,366 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,394,950 | BOYAmt |
| EOY | $82,934,232 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,201,466 | BOYAmt |
| EOY | $58,890,052 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,425,933 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,340,972 | BOYAmt |
| EOY | $9,114,524 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,011 | BOYAmt |
| EOY | $1,128,068 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,804,418 | BOYAmt |
| EOY | $177,079,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,401,186 | BOYAmt |
| EOY | $10,112,785 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,760,688 | BOYAmt |
| EOY | $3,911,531 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,974,114 | BOYAmt |
| EOY | $76,007,997 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,845 | BOYAmt |
| EOY | $2,184,881 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,650,854 | BOYAmt |
| EOY | $3,175,251 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,026,687 | BOYAmt |
| EOY | $95,392,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,612,591 | BOYAmt |
| EOY | $67,757,648 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,749,698 | BOYAmt |
| EOY | $6,596,520 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,415,442 | BOYAmt |
| EOY | $7,332,475 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,777,731 | BOYAmt |
| EOY | $81,686,643 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,804,418 | BOYAmt |
| EOY | $177,079,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,678,607 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,550,519 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $37,000 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $118,350 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,369,249 | BeginningYearBalanceAmt |
| Contributions | $90,577 | ContributionsAmt |
| Investment Earnings Or Losses | $2,955,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,769,922 | OtherExpendituresAmt |
| End Year Balance | $44,644,947 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,775,010 | BeginningYearBalanceAmt |
| Contributions | $94,702 | ContributionsAmt |
| Investment Earnings Or Losses | $4,653,410 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,153,873 | OtherExpendituresAmt |
| End Year Balance | $44,369,249 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,746,456 | BeginningYearBalanceAmt |
| Contributions | $40,598 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,302,394 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,709,650 | OtherExpendituresAmt |
| End Year Balance | $55,775,010 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,165,311 | BeginningYearBalanceAmt |
| Contributions | $79,965 | ContributionsAmt |
| Investment Earnings Or Losses | -$590,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,908,320 | OtherExpendituresAmt |
| End Year Balance | $61,746,456 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,442,544 | BeginningYearBalanceAmt |
| Contributions | $213,784 | ContributionsAmt |
| Investment Earnings Or Losses | $9,789,252 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,996,613 | OtherExpendituresAmt |
| End Year Balance | $68,448,967 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,736,452 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,585,697 | DepreciationAmt |
| Book Value | $59,150,755 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,350,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,925,909 | DepreciationAmt |
| Book Value | $5,424,132 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,784,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,906,457 | DepreciationAmt |
| Book Value | $2,878,060 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,776,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,295,302 | DepreciationAmt |
| Book Value | $15,481,285 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,934,232 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | federal student loan obligation | Desc |
| Amt | $3,175,251 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,175,251 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | COLLECTIONS OF ART AND HISTORICAL TREASURE THE PACIFIC ISLAND ART AND ARTIFACT COLLECTION CONSISTS OF APPROXIMATELY 400 CULTURALLY SIGNIFICANT PIECES. PART OF THE COLLECTION IS CURRENTLY DISPLAYED AND THE REMAINDER WILL BE AVAILABLE FOR PUBLIC VIEWING ONCE ADDITIONAL DISPLAY LOCATIONS ARE IDENTIFIED. THE COLLECTION WILL ENRICH THE KNOWLEDGE OF MANY PACIFIC ISLAND CULTURES, HISTORIES AND CUSTOMS THROUGH THE STUDY OF THE ART AND ARTIFACTS. |
| SCHEDULE D, PART V, LINE 1A | END OF YEAR BALANCE 2013 END OF YEAR BALANCE 68,448,697 AUDITED FINANCIAL STATEMENT RESTATEMENT (3,282,656) ----------------- 2014 BEGINNING OF YEAR BALANCE 65,165,311 |
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUND HAWAII PACIFIC UNIVERSITY ENDOWMENT FUND INCLUDES QUASI, TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS. THE UNIVERSITY HAS ADOPTED INVESTMENT AND DISTRIBUTION POLICIES FOR ENDOWMENT ASSETS TO SUPPORT THE CURRENT AND FUTURE OPERATIONS OF THE UNIVERSITY WITH A STREAM OF RELATIVELY PREDICTABLE, STABLE AND CONSTANT EARNINGS TO PRESERVE AND ENHANCE THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE PRIMARY INVESTMENT OBJECTIVE OF THE ENDOWMENT ASSETS IS TO ATTAIN AN AVERAGE ANNUAL REAL TOTAL RETURN (NET OF INVESTMENT MANAGEMENT FEES AND AFTER INFLATION) IN EXCESS OF THE SPENDING RATE OVER THE LONG TERM, DEFINED AS ROLLING THREE-YEAR PERIODS, AND TO OUT PERFORM THE MEDIAN ENDOWMENT WITHIN A UNIVERSE OF OTHER SIMILARLY ENDOWED UNIVERSITIES. THE DISTRIBUTION POLICY FOR THE UNIVERSITY IS SET AT THE RATIO OF 4.5% OF THE AVERAGE ENDING MARKET VALUES OF THE INVESTMENT PORTFOLIO FOR THE TWELVE QUARTERS. |
| SCHEDULE D, PART X, LINE 2 | FIN 48(ASC740) Footnote The University is tax-exempt under Section 501(a) of the Internal Revenue Code (Code) as an organization described in Code Section 501(c)(3) and, generally, is not subject to federal or state income taxes. The University is, however, subject to federal and state income tax on unrelated business income, and appropriate provision for any such taxes is included in the accompanying consolidated financial statements. The taxable subsidiary of the University utilizes the asset and liability method of accounting for income taxes. Under this method, deferred income tax assets and liabilities are determined based on differences between the financial reporting and tax basis of assets and liabilities, and are measured using the currently enacted tax rates and laws. During the year ended June 30, 2018, no deferred tax assets or liabilities were recorded on the financial statements. The University evaluates its income tax positions each fiscal year to determine whether its tax positions are more likely than not to be sustained if examined by the applicable taxing authority. The review had no material impact on the consolidated financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Racially Nondiscriminatory Policy | NONDISCRIMINATION POLICY HAWAI'I PACIFIC UNIVERSITY MEETS THE REQUIREMENTS OF REV. PROC. 75-50 PUBLICITY REQUIREMENTS BY MEETING THE 4.03(2)(B) EXCEPTION WHICH STATES "IF A SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE FROM A LARGE GEOGRAPHIC SECTION OR SECTIONS OF THE UNITED STATES AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS, THE PUBLICITY REQUIREMENT MAY BE SATISFIED BY COMPLYING WITH SECTION 4.02, SUPRA. SUCH A SCHOOL MAY DEMONSTRATE THAT IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY WITHIN THE MEANING OF THE PRECEDING SENTENCE EITHER BY SHOWING THAT IT CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS OR, WHEN MINORITY STUDENTS ARE NOT ENROLLED IN MEANINGFUL NUMBERS, THAT ITS PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS IN EACH GEOGRAPHIC AREA WERE REASONABLY DESIGNED TO INFORM STUDENTS OF ALL RACIAL SEGMENTS IN THE GENERAL COMMUNITIES WITHIN THE AREA OF THE AVAILABILITY OF THE SCHOOL. THE QUESTION WHETHER A SCHOOL SATISFIES THE PRECEDING SENTENCE WILL BE DETERMINED ON THE BASIS OF THE FACTS AND CIRCUMSTANCES OF EACH CASE." HAWAI'I PACIFIC UNIVERISITY CUSTOMARILY DRAWS STUDENTS FROM HAWAI'I, NATIONWIDE AND GLOBALLY AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. THE RACIAL MAKEUP OF ENROLLED STUDENTS ACCORDING TO IPEDS CATEGORIES IS AS FOLLOWS: AMERICAN INDIAN OR ALASKA NATIVE 0.5%, ASIAN/NATIVE HAWAIIAN/PACIFIC ISLANDER 15.8%, BLACK OR AFRICAN AMERICA 6.1%, HISPANIC/LATINO 13.5%, WHITE 25.1%, NON-RESIDENT ALIEN 10.5%, AND TWO OR MORE RACES/OTHER/UNKNOWN 28.5%. THE UNIVERSITY COMPLIED WITH ALL ASPECTS OF REV. PROC. 75-50, SECTIONS 4.01 THROUGH 4.05. SPACE PERMITTING, PRINT ADVERTISING AND BROCHURES INCLUDE THE FOLLOWING STATEMENT: "HAWAI'I PACIFIC UNIVERSITY IS AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION INSTITUTION THAT PROHIBITS DISCRIMINATION AGAINST, AND HARASSMENT OF, ANY PERSON ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEXUAL OREINTATION, AGE, ANCESTRY, MARITAL STATUS, DISABILITY, ARREST AND COURT RECORD, OR VETERAN STATUS. SEX DISCRIMINATION INCLUDES SEXUAL HARASSMENT AND SEXUAL ASSAULT. FOR MORE INFORMATION ON HOW TO REPORT DISCRIMINATION OR HARASSMENT TO HPU, PLEASE GO TO WWW.HPU.EDU/STUDENTLIFE AND CLICK ON THE LINK TO THE STUDENT HANDBOOK." WHERE SPACE DOES NOT PERMIT THE LONG VERSION, A SHORTER VERSION IS USED: "HAWAI'I PACIFIC UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, RELIGION, GENDER, AGE, ANCESTRY, MARITAL STATUS, SEXUAL ORIENTATION, VETERAN STATUS AND DISABILITY." |
| SCHEDULE E, PART I, LINE 6A | FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY HAWAI'I PACIFIC UNIVERSITY PARTICIPATES IN UNITED STATES DEPARTMENT OF EDUCATION FINANCIAL AID PROGRAMS AND OTHER GOVERNMENT GRANT PROGRAMS FUNDING RESEARCH AND TEACHING. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| East Asia and the Pacific | 4 | Program Services | Recruitment | $182,248 |
| Europe (Including Iceland and Greenland) | 3 | Program Services | Recruitment | $168,979 |
| East Asia and the Pacific | 2 | Program Services | Study Abroad | $35,608 |
| Europe (Including Iceland and Greenland) | 13 | Program Services | Faculty Development | $34,309 |
| Middle East and North Africa | 1 | Program Services | Faculty Development | $2,147 |
| East Asia and the Pacific | 1 | Program Services | Faculty Development | $2,179 |
| East Asia and the Pacific | 5 | Program Services | Conference/Consulting | $57,276 |
| South Asia | 2 | Program Services | Conference/Consulting | $26,280 |
| East Asia and the Pacific | 3 | Program Services | Research Grants | $85,751 |
| Europe (Including Iceland and Greenland) | 2 | Program Services | Research Grants | $3,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 36 | SubtotalEmployeesCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Subtotal Spent | $597,962 | SubtotalSpentAmt |
| Total Spent | $597,962 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| East Asia and the Pacific | RESEARCH | $41,750 | CHECK |
| East Asia and the Pacific | RESEARCH | $14,468 | CHECK |
| East Asia and the Pacific | RESEARCH | $29,533 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | SUBCONTRACTING POLICIES ARE USED TO MONITOR THE USE OF GRANT FUNDS. |
| SCHEDULE F, PART I, LINE 3(F) | EXPLANATION OF EXPENDITURES RECRUITMENT EXPENSES INCLUDE TRAVEL FOR RECRUITERS, FEES FOR AGENTS, FEES FOR PARTICIPATION IN COLLEGE RECRUITING FAIRS AND ADVERTISING. STUDY ABROAD EXPENSES INCLUDE TRAVEL AND EDUCATIONAL EXPENSES FOR STUDY ABROAD TRIPS. CONFERENCES AND CONSULTING EXPENSES INCLUDE TRAVEL, RELATED LABOR, MEETINGS AND SITE VISITS AS WELL AS FACULTY RESEARCH EXPENSES. |
| SCHEDULE F, PART I, LINE 3(F) | METHOD USED TO ACCOUNT FOR EXPENDITURES THE ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES WHICH ARE CARRIED ON THE BOOKS AND RECORDS OF THE UNIVERSITY. |
| Schedule F, Part II, Line 1 | Method used to account for cash grants The accrual method is used to account for cash grants. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Trustee Dinner | Event1Nm |
| Gross Receipts Event1 | $210,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $183,450 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,590 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $39,884 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $33,731 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $24,095 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,405 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,690 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,207 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $6,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,628 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,409 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,225 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,730 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $2,495 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,856 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $739 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $242,070 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $200,585 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,485 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,207 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,090 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,368 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,879 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $99,544 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$58,059 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HAWAII | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 DOLE ST | AddressLine1Txt |
| Address Line2 | SAK D200 | AddressLine2Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 996000354 | RecipientEIN |
| IRC Section | GOVT | IRCSectionDesc |
| Cash Grant | $80,478 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid & Scholarships | GrantTypeTxt |
| Recipient | 2573 | RecipientCnt |
| Cash Grant | $24,815,827 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANTS HAWAI'I PACIFIC UNIVERSITYS OFFICES OF FINANCIAL AID AND SCHOLARSHIPS OVERSEE FEDERAL AND UNIVERSITY GRANT, SCHOLARSHIP, LOAN AND WORK-STUDY PROGRAMS. FEDERAL PROGRAMS ARE ADMINISTERED ACCORDING TO THE LAWS, RULES AND REGULATIONS ISSUED BY THE U.S. DEPARTMENT OF EDUCATION, THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, OR OTHER GRANTING AGENCY. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES AND PROCEDURES IMPLEMENTED BY THE FINANCIAL AID OFFICE TO SUPPORT THE UNIVERSITYS ENROLLMENT PLAN. THE OFFICES AWARD AID BASED ON THE FEDERAL FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND SUPPORTING DOCUMENTATION TO VERIFY A STUDENTS ELIGIBILITY FOR NEED BASED PROGRAMS AND SCHOLARSHIPS WHERE NEED IS A CRITERIA. IN ADDITION, STUDENTS ARE REVIEWED BASED ON ACADEMIC AND TALENT QUALIFICATIONS FOR MERIT BASED SCHOLARSHIPS AND GRANTS IN AREAS SUCH AS DANCE, ATHLETICS, MUSIC, DEBATE AND OTHER AREAS. PRESIDENTS SCHOLARS SCHOLARSHIPS ARE AWARDED BASED ON MERIT, GRADE POINT AVERAGE AND RECOMMENDATIONS. FINANCIAL AID AND THE SCHOLARSHIPS OFFICES MONITOR THE CONTINUED ELIGIBILITY OF STUDENTS FOR AWARDS. OCEANIC INSTITUTE FOLLOWS ITS SUBRECIPIENT MONITORING POLICIES AND PROCEDURES TO MONITOR THE USE OF FUNDS DISBURSED TO SUBRECIPIENTS. THE PROGRAM MANAGER, GRANT SPECIALIST AND ASSOCIATE CONTROLLER REVIEW ALL SUBRECIPIENT INVOICES AND SUPPORTING RECEIPTS. THE PROGRAM MANAGER REVIEWS THE SUPPORTING DOCUMENTS TO DETERMINE IF THE EXPENSES ARE CONSISTENT WITH THE AWARDS SCOPE OF WORK. THE GRANT SPECIALIST COMPARES ACTUAL EXPENSES WITH BUDGETED EXPENSES. THE ASSOCIATE CONTROLLER DETERMINES IF THE COSTS CLAIMED ARE ALLOWED AND APPROVES THE DISBURSEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Y Gotanda | ||||||||||||||
| Trustee, President | $423,054 | $0 | $44,000 | $0 | $89,659 | $0 | $15,900 | $0 | $33,666 | $0 | $606,279 | $0 | $0 | $0 |
| Jan K Boivin | ||||||||||||||
| SVP, General Counsel & Sec | $282,152 | $0 | $0 | $0 | $6,180 | $0 | $17,100 | $0 | $6,345 | $0 | $311,777 | $0 | $0 | $0 |
| Bruce Edwards | ||||||||||||||
| SVP & CFO | $289,240 | $0 | $0 | $0 | $6,270 | $0 | $16,050 | $0 | $17,067 | $0 | $328,627 | $0 | $0 | $0 |
| Matthew A Liao-Troth | ||||||||||||||
| SVP & Provost | $299,232 | $0 | $0 | $0 | $6,414 | $0 | $15,900 | $0 | $2,317 | $0 | $323,863 | $0 | $0 | $0 |
| Brenda Jensen | ||||||||||||||
| Dean, College of Nat Comput Sc | $167,268 | $0 | $0 | $0 | $270 | $0 | $10,076 | $0 | $3,414 | $0 | $181,028 | $0 | $0 | $0 |
| Shaun Moss | ||||||||||||||
| EXEC DIR, OCEANIC INSTITUTE | $194,075 | $0 | $0 | $0 | $6,774 | $0 | $12,000 | $0 | $30,288 | $0 | $243,137 | $0 | $0 | $0 |
| Warren Wee | ||||||||||||||
| Interim Dean, College Business | $173,920 | $0 | $0 | $0 | $2,286 | $0 | $10,500 | $0 | $2,629 | $0 | $189,335 | $0 | $0 | $0 |
| Vince Baldemor | ||||||||||||||
| Executive Director, Athletics | $167,785 | $0 | $0 | $0 | $6,270 | $0 | $11,100 | $0 | $23,494 | $0 | $208,649 | $0 | $0 | $0 |
| Cody Down | ||||||||||||||
| Assoc VP & CIO | $194,902 | $0 | $0 | $0 | $180 | $0 | $12,000 | $0 | $10,977 | $0 | $218,059 | $0 | $0 | $0 |
| Gregory Grauman | ||||||||||||||
| VP, Enrollment Management | $196,858 | $0 | $0 | $0 | $6,180 | $0 | $12,900 | $0 | $24,449 | $0 | $240,387 | $0 | $0 | $0 |
| Samuel E Moku | ||||||||||||||
| VP, University Relations | $181,330 | $0 | $0 | $0 | $414 | $0 | $12,600 | $0 | $34,977 | $0 | $229,321 | $0 | $0 | $0 |
| Manish Sehgal | ||||||||||||||
| Dir. Sch of Educ/Interim Dean | $162,189 | $0 | $0 | $0 | $265 | $0 | $9,960 | $0 | $9,179 | $0 | $181,593 | $0 | $0 | $0 |
| Lynette G Landry | ||||||||||||||
| Former Dean, Health & Society | $147,423 | $0 | $0 | $0 | $693 | $0 | $8,943 | $0 | $2,805 | $0 | $159,864 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINES 1A & 1B | COMPENSATION PROVIDED BY ORGANIZATION LISTED IN FORM 990, PART VII, SECTION D THE FOLLOWING EXECUTIVES RECEIVED FULLY TAXABLE HOUSING ALLOWANCES: JOHN Y. GOTANDA, PRESIDENT - $78,337 SOCIAL CLUB MONTHLY DUES WERE PAID FOR THE FOLLOWING EXECUTIVES: JOHN Y. GOTANDA, PRESIDENT - $4,820 MATTHEW LIAO-TROTH, SVP & PROVOST $4,820 |
| SCHEDULE J, PART I, LINE 1B | HEALTH/SOCIAL CLUB DUES DURING THE TAX YEAR, THERE WAS NO WRITTEN POLICY REGARDING PAYMENT OF SOCIAL CLUB MEMBERSHIP DUES. |
| SCHEDULE J, PART I, LINE 3 | METHOD USED TO ESTABLISH PRESIDENTS COMPENSATION ALL EXECUTIVE OFFICER COMPENSATION, INCLUDING THE PRESIDENTS COMPENSATION, IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES BASED ON COMPARABLE COMPENSATION FROM SIMILAR INSTITUTIONS, AND REASONABLENESS OF EXECUTIVE COMPENSATION IS ASSESSED BY AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT. BASED ON THE COMPENSATION COMMITTEE'S RECOMMENDATIONS, THE EXECUTIVE COMMITTEE APPROVES EXECUTIVE COMPENSATION. APPROVAL IS DOCUMENTED IN THE MINUTES OF THE COMPENSATION AND EXECUTIVE COMMITTEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| STATE OF HAWAII DEPARTMENT OF BUDGET AND FINANCE | ||||||||
| A | 990266961 | 419800JA6 | 2013-07-30 | $42,317,997 | ACQUISITION, CONSTRUCTION, ETC | false | false | false |
| STATE OF HAWAII DEPARTMENT OF BUDGET AND FINANCE | ||||||||
| B | 990266961 | 419800LX3 | 2018-03-15 | $33,915,000 | TO CURRENT REFUND SERIES 2015 BOND | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $42,756,660 | $3,868,161 | $1,804,485 | $0 | $0 | $0 | $0 | $37,084,014 | $0 | $0 | 2015 | false | false | false | Yes (true) |
| B | $0 | $0 | $33,915,000 | $2,505,282 | $0 | $0 | $339,012 | $0 | $0 | $0 | $31,071,138 | $51 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.01700 | 0.01100 | 0.02800 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.01600 | 0.01100 | 0.02700 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | Yes (true) | false | false | false | false | Yes (true) | BAYERISCHE LANDESBAN | 1.6 | false | Yes (true) |
| 0 | |||||||||||
| B | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE A, COL (F) | DECSRIPTION OF PURPOSE ACQUISITION, CONSTRUCTION AND RENOVATION OF CERTAIN EDUCATIONAL FACILITIES OF THE INSTITUTION. |
| SCHEDULE K, PART II, LINE 3 | COLUMN A: THE DIFFERENCE BETWEEN PART I (E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. |
| SCHEDULE K, PART II, LINE 13 | COLUMN B: AS THE BONDS WERE ISSUED TO CURRENT REFUND A PRIOR ISSUE, YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. |
| SCHEDULE K, PART III, LINE 7 | COLUMN A, B: PRIVATE SECURITY OR PAYMENT TEST AS PROVIDED IN TREASURY REGULATION 1.141-4(C)(2)(i)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED BUSINESS TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| SCHEDULE K, PART IV, LINE 2(B) | COLUMN B: THE BONDS HAVE MET THE REQUIREMENTS OF THE SIX-MONTH EXCEPTION TO REBATE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| UIO IN SARA LIAO-TROTH | |||
| SEE PART V | $105,368 | EMPLOYEE COMPENSATION | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $179,250 | OFFICE CLEANING SERVICES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN (D) | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS WITH RELATED PERSONS (1) UIO IN SARA LIAO-TROTH IS A FAMILY MEMBER OF OFFICER MATTHEW LIAO-TROTH, SVP & PROVOST AND RECEIVES COMPENSATION AS AN EMPLOYEE OF HAWAII PACIFIC UNIVERSITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | HAWAI'I PACIFIC UNIVERSITY IS AN INTERNATIONAL LEARNING COMMUNITY SET IN THE RICH CULTURAL CONTEXT OF HAWAI'I. STUDENTS FROM AROUND THE WORLD JOIN US FOR AN AMERICAN EDUCATION BUILT ON A LIBERAL ARTS FOUNDATION. OUR INNOVATIVE UNDERGRADUATE AND GRADUATE PROGRAMS ANTICIPATE THE CHANGING NEEDS OF THE COMMUNITY AND PREPARE OUR GRADUATES TO LIVE, WORK, AND LEARN AS ACTIVE MEMBERS OF A GLOBAL SOCIETY. THE UNIVERSITY IS A CO-EDUCATIONAL AND INDEPENDENT UNIVERSITY COMPRISED OF THREE CAMPUSES ON THE ISLAND OF OAHU; THE DOWNTOWN HONOLULU CAMPUS, THE WINDWARD HAWAI'I LOA CAMPUS AND THE OCEANIC INSTITUTE. GRADUATE AND UNDERGRADUATE PROGRAMS ARE OFFERED AT THE WINDWARD HAWAI'I LOA CAMPUS AND AT THE HONOLULU DOWNTOWN CAMPUS. IN ADDITION TO THE THREE MAIN CAMPUSES, THE UNIVERSITY DELIVERS SELECT DEGREE PROGRAMS AT MILITARY INSTALLATIONS AROUND OAHU. |
| FORM 990, PART VI, SECTION A, LINE 1A | DELEGATED AUTHORITY TO EXECUTIVE COMMITTEE DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, AND SUBJECT TO SUCH LIMITATIONS AS MAY BE REQUIRED BY LAW OR SPECIFICALLY IMPOSED BY ACTIONS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS OF THE CORPORATION AND DELEGATE TO OTHER COMMITTEES SUCH OF ITS POWERS AND DUTIES AS IT DEEMS APPROPRIATE. THE OFFICERS OF THE BOARD, WHO ARE ALSO TRUSTEES, AND THE CHAIRS OF THE STANDING COMMITTEES, CONSTITUTE THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE SECRETARY OF THE BOARD SERVES AS THE SECRETARY OF THE EXECUTIVE COMMITTEE. DURING THE TAX YEAR, THE EXECUTIVE COMMITTEE DID NOT EXERCISE ITS AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | RELATIONSHIPS BETWEEN OFFICER, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TRUSTEES JAMES POLK AND RAYMOND VARA HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990 AND SUPPORTING WORK-PAPERS ARE PREPARED AND REVIEWED INTERNALLY THEN SENT TO AN EXTERNAL TAX ACCOUNTING FIRM FOR REVIEW AND PREPARATION OF THE FORM 990 RETURN. AFTER ANY PROPOSED ADJUSTMENTS, THE FORM IS REVIEWED BY STAFF AND MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. THE FINAL FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE; AN INDEPENDENT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE APPROVES THE FORM 990 PRIOR TO FILING, WHICH APPROVAL WILL BE DOCUMENTED IN THE COMMITTEE MINUTES. THE FORM 990 WILL BE MADE AVAILABLE TO ALL TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST CONFLICT OF INTEREST POLICY IS SET FORTH IN THE BYLAWS AS FOLLOWS: EACH TRUSTEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST FOR REVIEW BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. TRUSTEES WITH ANY ACTUAL OR POTENTIAL CONFLICTS MAY NOT VOTE ON MATTERS WITH WHICH THEY MAY HAVE A CONFLICT. OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY AND WHENEVER APPROPRIATE, ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. ALL CONFLICTS ARE RESOLVED IN ACCORDANCE WITH HAWAI`I PACIFIC UNIVERSITYS WRITTEN CONFLICT OF INTEREST POLICIES. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EVALUATED THE PRESIDENTS COMPENSATION ON A SURVEY OF COMPARABLE INSTITUTIONS OBTAINED FROM AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM SPECIALIZING IN HIGHER EDUCATION. THE COMPENSATION COMMITTEE REVIEWED THE ANALYSIS IN RELATION TO ITS COMPENSATION PHILOSOPHY, BOARD EXPECTATIONS AND ANY ADJUSTMENTS RECOMMENDED. APPROVAL WAS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST COMPLETED ON SEPTEMBER 5, 2018. LINE 15B THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EVALUATED AND APPROVED THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS BASED ON COMPARABILITY DATA OBTAINED FROM AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM SPECIALIZING IN HIGHER EDUCATION. THE PRESIDENT REVIEWED THE COMPENSATION OF OTHER OFFICERS BASED ON THE COMPENSATION SURVEY AND MADE RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR APPROVAL. DECISIONS WERE DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST COMPLETED ON SEPTEMBER 5, 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | HAWAI`I PACIFIC UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE UNIVERSITYS FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A | NON-VOTING MEMBERS OF THE BOARD OF TRUSTEES THE FOLLOWING INDIVIDUALS SERVED AS NON-VOTING MEMBERS OF THE BOARD OF TRUSTEES AND WERE NOT COMPENSATED FOR THEIR SERVICES: NAME TITLE AVG/HRS/WEEK MARTIN ANDERSON TRUSTEE EMERITUS 1 DR. MICHAEL CHUN TRUSTEE EMERITUS 1 JAMES S. ROMIG TRUSTEE EMERITUS 1 JOHN A. LOCKWOOD TRUSTEE EMERITUS 1 HENRY F. RICE TRUSTEE EMERITUS 1 DR. ALLEN L. ZECHA TRUSTEE EMERITUS 1 JAN BOIVIN SECRETARY 40 |
| FORM 990, PART VII & SCHEDULE J, PART II | AMENDED FORM 990 HAWAII PACIFIC UNIVERSITY IS AMENDING FORM 990 FOR THE TAX YEAR ENDED JUNE 30, 2018 TO ADJUST PART VII AND SCHEDULE J COMPENSATION DATA DUE TO AN ERROR IN THE DATA COLLECTION PROCESS. Name Original Amended Difference John Y. Gotanda Part VII, Section A, Col(D) 690,373 556,713 (133,660) Part VII, Section A, Col(F) 42,846 49,566 6,720 Schedule J, Part II, Col(B)(I) 556,714 423,054 (133,660) Schedule J, Part II, Col(D) 26,946 33,666 6,720 Jan K. Boivin Part VII, Section A, Col(D) 294,512 288,332 (6,180) Part VII, Section A, Col(F) 19,948 23,445 3,497 Schedule J, Part II, Col(B)(I) 288,332 282,152 (6,180) Schedule J, Part II, Col(D) 2,848 6,345 3,497 Bruce Edwards Part VII, Section A, Col(D) 301,780 295,510 (6,270) Part VII, Section A, Col(F) 26,810 33,117 6,307 Schedule J, Part II, Col(B)(I) 295,510 289,240 (6,270) Schedule J, Part II, Col(D) 10,760 17,067 6,307 Matthew A. Liao-Troth Part VII, Section A, Col(D) 312,060 305,646 (6,414) Part VII, Section A, Col(F) 16,668 18,217 1,549 Schedule J, Part II, Col(B)(I) 305,646 299,232 (6,414) Schedule J, Part II, Col(D) 768 2,317 1,549 Brenda Jensen Part VII, Section A, Col(D) 167,808 167,538 (270) Part VII, Section A, Col(F) 10,741 13,490 2,749 Schedule J, Part II, Col(B)(I) 167,538 167,268 (270) Schedule J, Part II, Col(D) 665 3,414 2,749 Shaun Moss Part VII, Section A, Col(D) 207,623 200,849 (6,774) Part VII, Section A, Col(F) 17,933 42,288 24,355 Schedule J, Part II, Col(B)(I) 200,849 194,075 (6,774) Schedule J, Part II, Col(D) 5,933 30,288 24,355 Warren Wee Part VII, Section A, Col(D) 178,492 176,206 (2,286) Part VII, Section A, Col(F) 11,580 13,129 1,549 Schedule J, Part II, Col(B)(I) 176,206 173,920 (2,286) Schedule J, Part II, Col(D) 1,080 2,629 1,549 Vince Baldemor Part VII, Section A, Col(D) 180,325 174,055 (6,270) Part VII, Section A, Col(F) 28,315 34,594 6,279 Schedule J, Part II, Col(B)(I) 174,055 167,785 (6,270) Schedule J, Part II, Col(D) 17,215 23,494 6,279 Cody Down Part VII, Section A, Col(D) 195,262 195,082 (180) Part VII, Section A, Col(F) 17,098 22,977 5,879 Schedule J, Part II, Col(B)(I) 195,082 194,902 (180) Schedule J, Part II, Col(D) 5,098 10,977 5,879 Gregory Grauman Part VII, Section A, Col(D) 209,218 203,038 (6,180) Part VII, Section A, Col(F) 31,042 37,349 6,307 Schedule J, Part II, Col(B)(I) 203,038 196,858 (6,180) Schedule J, Part II, Col(D) 18,142 24,449 6,307 Samuel Moku Part VII, Section A, Col(D) 182,158 181,744 (414) Part VII, Section A, Col(F) 41,270 47,577 6,307 Schedule J, Part II, Col(B)(I) 181,744 181,330 (414) Schedule J, Part II, Col(D) 28,670 34,977 6,307 Manish Sehgal Part VII, Section A, Col(D) 162,719 162,454 (265) Part VII, Section A, Col(F) 13,771 19,139 5,368 Schedule J, Part II, Col(B)(I) 162,454 162,189 (265) Schedule J, Part II, Col(D) 3,811 9,179 5,368 Lynette G. Landry Part VII, Section A, Col(D) 148,809 148,116 (693) Part VII, Section A, Col(F) 14,293 11,748 (2,545) Schedule J, Part II, Col(B)(I) 148,116 147,423 (693) Schedule J, Part II, Col(C) 14,118 8,943 (5,175) Schedule J, Part II, Col(D) 175 2,805 2,630 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hawaii Lifestyle Retail Properties LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ALOHA TOWER DR STE 3200 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320361534 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Total Income | -$2,788,274 | TotalIncomeAmt |
| End Of Year Assets | $72,608,372 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPU | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OI Consultants Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41-202 KALANIANAOLE HWY | AddressLine1Txt |
| City | WAIMANALO | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96795 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990200034 | EIN |
| Primary Activities | Consulting | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $796 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |