JOHN F KENNEDY UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN F KENNEDY UNIVERSITY (EIN 94-1610694)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201701329349307285
- Schema version
- 2015v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T20:15:55-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DRIVE SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941610694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F KENNEDY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9259693300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ELLINWOOD WAY | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE C LAWRENCE | PersonNm |
| Person Title | VICE CHANCELLOR, FINANCE | PersonTitleTxt |
| Phone | 9259693300 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE C LAWRENCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ELLINWOOD WAY | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,061,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFKU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO PROVIDE ACCESS TO HIGH-QUALITY, INNOVATIVE EDUCATIONAL OPPORTUNITIES THAT INTEGRATE THEORY AND LIFE EXPERIENCE. WE INSPIRE PERSONAL, PROFESSIONAL AND ACADEMIC GROWTH, AND ADVANCE THE WELL-BEING OF OUR DIVERSE LOCAL AND GLOBAL COMMUNITIES. THIS MISSION IS BUILT UPON OUR CORE VALUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 535 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,449,472 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,277,097 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,442,267 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,967,914 | CYProgramServiceRevenueAmt |
| PY Investment Income | $431,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $699,696 | PYOtherRevenueAmt |
| CY Other Revenue | $1,013,345 | CYOtherRevenueAmt |
| PY Total Revenue | $26,023,067 | PYTotalRevenueAmt |
| CY Total Revenue | $23,495,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $685,859 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $515,746 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,583,309 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,732,628 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $447,254 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,227,032 | PYOtherExpensesAmt |
| CY Other Expenses | $9,595,503 | CYOtherExpensesAmt |
| PY Total Expenses | $25,496,200 | PYTotalExpensesAmt |
| CY Total Expenses | $24,843,877 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $526,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,348,164 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,217,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,216,134 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,312,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,898,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,905,082 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,317,326 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO PROVIDE ACCESS TO HIGH-QUALITY, INNOVATIVE EDUCATIONAL OPPORTUNITIES THAT INTEGRATE THEORY AND LIFE EXPERIENCE. WE INSPIRE PERSONAL, PROFESSIONAL AND ACADEMIC GROWTH, AND ADVANCE THE WELL-BEING OF OUR DIVERSE LOCAL AND GLOBAL COMMUNITIES. THIS MISSION IS BUILT UPON OUR CORE VALUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,416,158 | ExpenseAmt |
| Grant | $515,746 | GrantAmt |
| Revenue | $20,967,914 | RevenueAmt |
| Desc | WE ARE DEDICATED TO STUDENTS WHO WANT TO CONTINUE THEIR FORMALEDUCATION, CHART NEW PROFESSIONAL DIRECTIONS AND/OR DERIVE GREATERMEANING FROM THEIR LIVES. WE PROVIDE A LEARNING ENVIRONMENT FOR THOSESEEKING A TRANSFORMATIVE AND LIFE-ENHANCING EDUCATIONAL EXPERIENCE.OUR COURSES OF STUDY ARE DELIVERED BY OUTSTANDING SCHOLAR-PRACTITIONERSIN A CREATIVE AND CHALLENGING ENVIRONMENT. WE PROMOTE HOLISTIC,INTERDISCIPLINARY, EXPERIMENTIAL LEARNING THAT BALANCES BREADTH ANDDEPTH. WE ARE RESPONSIVE TO CHANGING NEEDS OF OUR STUDENTS AND SOCIETYAND INCORPORATE SERVICE TO THE COMMUNITY INTO THE ACADEMIC EXPERIENCE.WE OFFER COURSES OF STUDY IN COUNSELING, MUSEUM STUDIES, LIBERALSTUDIES, MANAGEMENT, AND LAW. WE PROVIDED EDUCATIONAL PROGRAMS ANDSERVICES TO OVER 1,430 STUDENTS THIS YEAR.OUR EDUCATIONAL EXPERIENCE INCORPORATES INTERNSHIPS WHICH OFFERAPPLICATION OF LEARNED TECHNIQUES AND ALLOW OUR STUDENTS TO LEARN ASTHEY WORK. THE STUDENT INTERNS, UNDER SUPERVISION, PROVIDE MENTALHEALTH CARE SERVICES AT LOW COST AT OUR THREE COMMUNITY COUNSELINGCENTERS AND LEGAL SERVICE PROGRAMS TO SENIORS AT NO COST THROUGH OURLEGAL CLINIC FOR ELDERS. FROM FOUR OF OUR LOCATIONS IN THE GREATER BAYAREA, WE PROVIDED MORE THAN 55,000 HOURS OF COUNSELING AND LEGALSERVICES AND 2,000 HOURS OF SERVICE TO CLIENTS IN THE SURROUNDINGCOMMUNITIES. | Desc |
| Total Program Service Expenses | $11,416,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1473 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 535 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 20 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE BELLO ASSOCIATE VC FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8586428636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ELLINWOOD WAY | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| CARLOS RODRIGUEZ | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN PITTARD | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR DONALD KRIPKE | |||||||||
| VICE CHAIR, TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR E LEE RICE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR MICHAEL CUNNINGHAM | |||||||||
| CHANCELLOR, TRUSTEE | 0.30 | Yes (X) | $85,512 | $0 | $1,849 | Yes (X) | |||
| GERALD CZARNECKI | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERBERT MEISTRICH | |||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| HIEP QUACH | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY STONE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN LEONARD | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNE CONNELLY | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIM FOLSOM | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL R MCGILL | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| REBECCA HENDERSON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD CHISHOLM | |||||||||
| TREASURER/TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT FREELEN | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| STACY ALLISON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS TOPUZES | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM CLEVINGER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| WH KNIGHT JR | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE MARIE TAYLOR | |||||||||
| VP OF ADVANCEMENT | 45.00 | $131,355 | $0 | $37,375 | Yes (X) | ||||
| DEAN BARBIERI | |||||||||
| DEAN, COLLEGE OF LAW; INTE | 45.00 | $237,581 | $0 | $40,078 | Yes (X) | ||||
| DEBRA BEAN | |||||||||
| PRESIDENT | 45.00 | $0 | $0 | $0 | Yes (X) | ||||
| RANDY FRISCH | |||||||||
| VICE CHANCELLOR, BUS & ADMIN | 40.00 | $30,153 | $0 | $3,915 | Yes (X) | ||||
| GARY KLEINMAN THRU 416 | |||||||||
| VICE CHANCELLOR, MARKETING | 45.00 | $8,090 | $0 | $912 | Yes (X) | ||||
| GERARDO RODRIGUEZ-MENENDEZ | |||||||||
| DEAN | 45.00 | $161,834 | $0 | $19,788 | Yes (X) | ||||
| CHRIS KANIOS | |||||||||
| PROFESSOR | 45.00 | $112,238 | $0 | $37,005 | Yes (X) | ||||
| GAIL KINSLEY-DAME | |||||||||
| PROFESSOR AND INTERIM ASSOC. DEAN | 45.00 | $105,167 | $0 | $19,216 | Yes (X) | ||||
| LES SCHMIDT | |||||||||
| DIRECTOR IEL | 45.00 | $135,588 | $0 | $26,867 | Yes (X) | ||||
| MICHAEL GRANEY-MULLHOLLAND | |||||||||
| DEAN, COLLEGE OF UNDERGRAD | 45.00 | $124,405 | $0 | $10,007 | Yes (X) | ||||
| SUSAN DAVI | |||||||||
| ASST VP | 45.00 | $115,807 | $0 | $7,438 | Yes (X) | ||||
| DR JERRY LEE II | |||||||||
| CHANCELLOR EMERITUS, TRUST | 7.00 | $387,550 | $0 | $0 | Yes (X) | ||||
| DR CHARLES POWELL | |||||||||
| PRESIDENT | 45.00 | $168,514 | $0 | $24,933 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,803,794 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,383 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JENZABAR INC | |||||
| PO BOX 55018 | BOSTON | MA | 022055018 | SOFTWARE SUPPORT | $517,848 |
| HAMNASU TAKELE ABIDESECURITY | |||||
| 5817 MADISON AVENUE | RICHMOND | CA | 94804 | SECURITY SERVICES | $332,714 |
| AMELL CONSTRUCTION INC | |||||
| 929 WIGET LANE | WALNUT CREEK | CA | 94598 | CONSTRUCTION | $319,752 |
| MIST HER SMITH INC | |||||
| 1721 BROADWAY 201 | OAKLAND | CA | 94612 | MARKETING SERVICES | $225,383 |
| HAWTHORNESTONE PROP MGMT | |||||
| 1704 UNION ST | SAN FRANCISCO | CA | 94123 | RENTALS | $210,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $163,229 | FundraisingAmt |
| Related Organizations | $109,567 | RelatedOrganizationsAmt |
| Government Grants | $606,018 | GovernmentGrantsAmt |
| All Other Contributions | $398,283 | AllOtherContributionsAmt |
| Noncash Contributions | $29,045 | NoncashContributionsAmt |
| Total Contributions | $1,277,097 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 900099 | $20,243,445 | $20,243,445 |
| EDUCATIONAL ACTIVITIES | 900099 | $724,469 | $724,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,967,914 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,125 | TotalRevenueColumnAmt |
| Exclusion | $227,125 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,951 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,951 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,951 | TotalRevenueColumnAmt |
| Exclusion | $76,951 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $499,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $488,768 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,232 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,232 | TotalRevenueColumnAmt |
| Exclusion | $10,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $76,861 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $163,229 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,429 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$568 | TotalRevenueColumnAmt |
| Exclusion | -$568 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $936,962 | TotalRevenueColumnAmt |
| Exclusion | $936,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $936,962 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,495,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,967,914 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,250,702 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,746 | TotalAmt |
| Program Services | $515,746 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,865 | TotalAmt |
| Management And General | $786,865 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,207,250 | TotalAmt |
| Program Services | $8,563,031 | ProgramServicesAmt |
| Management And General | $2,353,408 | ManagementAndGeneralAmt |
| Fundraising | $290,811 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,338 | TotalAmt |
| Management And General | $425,338 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,853 | TotalAmt |
| Program Services | $36,851 | ProgramServicesAmt |
| Management And General | $1,410,002 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,322 | TotalAmt |
| Program Services | -$230 | ProgramServicesAmt |
| Management And General | $866,552 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$193,280 | TotalAmt |
| Management And General | -$193,280 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,861 | TotalAmt |
| Management And General | $113,861 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,050 | TotalAmt |
| Management And General | $7,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,786 | TotalAmt |
| Program Services | $239,321 | ProgramServicesAmt |
| Management And General | $1,853,939 | ManagementAndGeneralAmt |
| Fundraising | $42,526 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,458,363 | TotalAmt |
| Program Services | $15,567 | ProgramServicesAmt |
| Management And General | $1,430,374 | ManagementAndGeneralAmt |
| Fundraising | $12,422 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,893 | TotalAmt |
| Program Services | $57,922 | ProgramServicesAmt |
| Management And General | $709,949 | ManagementAndGeneralAmt |
| Fundraising | $13,022 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,921 | TotalAmt |
| Program Services | $49,088 | ProgramServicesAmt |
| Management And General | $35,833 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,843,103 | TotalAmt |
| Program Services | $93,536 | ProgramServicesAmt |
| Management And General | $1,749,567 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,010 | TotalAmt |
| Program Services | $18,061 | ProgramServicesAmt |
| Management And General | $39,916 | ManagementAndGeneralAmt |
| Fundraising | $2,033 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,245 | TotalAmt |
| Program Services | $103,991 | ProgramServicesAmt |
| Management And General | $79,537 | ManagementAndGeneralAmt |
| Fundraising | $2,717 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,197 | TotalAmt |
| Management And General | $295,197 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,973 | TotalAmt |
| Program Services | $1,194,973 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989 | TotalAmt |
| Program Services | $1,989 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $943,349 | $190,762 | $748,959 | $3,628 |
| HOSPITALITY | $273,685 | $68,598 | $130,379 | $74,708 |
| DUES AND MEMBERSHIPS | $251,914 | $110,974 | $135,553 | $5,387 |
| BOOK AND PUBLICATIONS | $157,444 | $155,978 | $1,466 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,843,877 | TotalAmt |
| Program Services | $11,416,158 | ProgramServicesAmt |
| Management And General | $12,980,465 | ManagementAndGeneralAmt |
| Fundraising | $447,254 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,525 | BOYAmt |
| EOY | $1,475 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,938,601 | BOYAmt |
| EOY | $2,262,608 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,185 | BOYAmt |
| EOY | $75,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,053 | BOYAmt |
| EOY | $2,742,354 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,389 | BOYAmt |
| EOY | $259,205 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,249 | BOYAmt |
| EOY | $617,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,965,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,574,270 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,852,290 | BOYAmt |
| EOY | $16,390,752 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,564,136 | BOYAmt |
| EOY | $8,866,384 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,217,428 | BOYAmt |
| EOY | $31,216,134 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,464 | BOYAmt |
| EOY | $767,139 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,785 | BOYAmt |
| EOY | $217,201 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,237 | BOYAmt |
| EOY | $555,784 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,799,860 | BOYAmt |
| EOY | $15,358,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,312,346 | BOYAmt |
| EOY | $16,898,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,918,656 | BOYAmt |
| EOY | $10,113,261 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,939,486 | BOYAmt |
| EOY | $2,157,125 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,046,940 | BOYAmt |
| EOY | $2,046,940 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,905,082 | BOYAmt |
| EOY | $14,317,326 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,217,428 | BOYAmt |
| EOY | $31,216,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,348,164 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$239,592 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 25000.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,500 | ExpensesIncurredEnforcementAmt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,895,664 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$151,520 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,744,144 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,539,558 | BeginningYearBalanceAmt |
| Contributions | $330,468 | ContributionsAmt |
| Investment Earnings Or Losses | $25,638 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,895,664 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,878,107 | BeginningYearBalanceAmt |
| Contributions | $24,770 | ContributionsAmt |
| Investment Earnings Or Losses | $640,555 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,874 | AdministrativeExpensesAmt |
| End Year Balance | $4,539,558 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,411,179 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $466,928 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,878,107 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,183,217 | BeginningYearBalanceAmt |
| Contributions | $326,010 | ContributionsAmt |
| Investment Earnings Or Losses | -$98,048 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,411,179 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24580 | 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 | $4,668,317 | OtherCostOrOtherBasisAmt |
| Book Value | $4,668,317 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,672,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,666,309 | DepreciationAmt |
| Book Value | $10,006,520 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $635,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $268,619 | DepreciationAmt |
| Book Value | $366,794 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,098,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $606,691 | DepreciationAmt |
| Book Value | $491,808 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,889,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,032,651 | DepreciationAmt |
| Book Value | $857,313 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,390,752 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $142,541 |
| DUE TO AFFILIATES | $1,447,166 |
| STUDENT ASSOCIATION FUNDS | $341,121 |
| NOTE PAYABLE TO AFFILIATE | $13,427,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,358,684 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,810,754 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$239,592 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $77,429 | OtherRevenueAmt |
| Revenue Not Reported | -$162,163 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,972,917 | RevenueSubtotalAmt |
| Other Revenues Not Included | $522,796 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $522,796 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,495,713 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,398,510 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $77,429 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $77,429 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,321,081 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $522,796 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $522,796 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,843,877 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | ALL COSTS RELATED TO MAINTENANCE OF EASEMENT ARE REFLECTED IN THE FINANCIAL STATEMENTS ARE OPERATING COSTS. THE UNIVERSITY PROVIDES REGULAR LANDSCAPE MAINTENANCE FOR PUBLIC ACCESS PORTION OF THE PROPERTY. |
| PART III, LINE 4: | VARIOUS PAINTINGS AND SCULPTURES ON PUBLIC DISPLAY. |
| PART V, LINE 4: | ENDOWMENT INCLUDES BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. DONOR RESTRICTED FUNDS ARE USED AS PER DONOR INSTRUCTIONS WITH USES PREDOMINATELY FOR SCHOLARSHIPS AND GENERAL AWARDS. |
| PART X, LINE 2: | JFKU IS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED STATE PROVISIONS AND AS SUCH IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. THERE IS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. INCOME TAX BENEFITS AND/OR LIABILITIES ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. JFKU HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. JFKU BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON JFKU'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, JFKU HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2016 AND 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 77,429. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 515,746. INVESTMENT MANAGEMENT FEES 7,050. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 77,429. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 515,746. INVESTMENT MANAGEMENT FEES 7,050. |
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 | ADVERTISING PLACED IN MEDIA AND ON NU EXTERNAL FACING WEBSITE GENERALLY CONTAIN THE FOLLOWING STATEMNET: ADMISSION IS OPEN TO QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, RELIGION, SEX, AGE, PHYSICAL DISABILITY, OR ETHNIC ORIGIN. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL FINANCIAL AID ASSISTANCE FOR STUDENTS IN THE FORM OF PERKINS LOAN FUNDS AND PELL AND SEOG GRANTS. THE UNIVERSITY IS REQUIRED TO PROVIDE 25% OF THE FUNDS AVAILABLE TO STUDENTS FOR THE SEOG PROGRAM. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KL DINNER | Event1Nm |
| Gross Receipts Event1 | $217,846 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,430 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,416 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,965 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,944 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,756 | OtherDirectExpensesEvent1Amt |
| Event2 | IEL AWARDS | Event2Nm |
| Gross Receipts Event2 | $1,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $400 | GrossRevenueEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,744 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,699 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,045 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $10,711 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,053 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $240,090 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $163,229 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $76,861 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,965 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,655 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,809 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,429 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$568 | 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 | SCHOLARSHIPS TO JFK STUDENTS, TUITION REDUCTION | GrantTypeTxt |
| Recipient | 359 | RecipientCnt |
| Non Cash Assistance | $515,746 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION IS REDUCED BY THE AMOUNT OF INDIVIDUAL SCHOLARSHIPS AWARDED TO STUDENTS. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | JOHN F KENNEDY UNIVERSITY IDENTIFIES ELIGIBLE GRANTEES AS PER REGULATIONS FOR EDUCATIONAL PURPOSES AND COMMUNITY SERVICES. GRANT FUNDS AND GRANTEES ARE MONITORED AS APPROPRIATE PER REGULATIONS THROUGH PERIODIC AND ANNUAL REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE MARIE TAYLOR | ||||||||||||||
| VP OF ADVANCEMENT | $131,355 | $0 | $0 | $0 | $0 | $0 | $9,608 | $0 | $27,767 | $0 | $168,730 | $0 | $0 | $0 |
| DEAN BARBIERI | ||||||||||||||
| DEAN, COLLEGE OF LAW; INTE | $237,581 | $0 | $0 | $0 | $0 | $0 | $16,800 | $0 | $23,278 | $0 | $277,659 | $0 | $0 | $0 |
| GERARDO RODRIGUEZ-MENENDEZ | ||||||||||||||
| DEAN | $161,834 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,788 | $0 | $181,622 | $0 | $0 | $0 |
| LES SCHMIDT | ||||||||||||||
| DIRECTOR IEL | $135,588 | $0 | $0 | $0 | $0 | $0 | $350 | $0 | $26,517 | $0 | $162,455 | $0 | $0 | $0 |
| DR JERRY LEE II | ||||||||||||||
| CHANCELLOR EMERITUS, TRUST | $4,320 | $0 | $0 | $0 | $383,230 | $0 | $0 | $0 | $0 | $0 | $387,550 | $0 | $0 | $0 |
| DR CHARLES POWELL | ||||||||||||||
| PRESIDENT | $142,514 | $0 | $26,000 | $0 | $0 | $0 | $8,505 | $0 | $16,428 | $0 | $193,447 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS MADE AVAILABLE TO BOARD MEMBERS IF THE FLIGHT IS OVER 3 HOURS. THIS IS NOT INCLUDED AS TAXABLE INCOME TO SUCH BOARD MEMBERS IF UTILIZED. |
| PART I, LINE 4B | DR. JERRY LEE PARTICIPATED IN A 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING FISCAL YEAR ENDING JUNE 30, 2016. PLAN DISTRIBUTIONS WERE MADE DURING THE YEAR ENDING 6/30/16 IN THE AMOUNT OF $387,550. |
| PART I, LINE 7 | BONUSES FOR OFFICERS AND KEY EMPLOEES ARE AWARDED WITHIN A SPECIFIED RANGE IN THE DISCRETION OF THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AND BASED UPON ACHIEVING GOALS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,625 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WINE FOR KLD | 1 | $10,560 | FMV |
| Yes (X) | WINE FOR KLD | 1 | $9,300 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990 WAS DISTRIBUTED TO SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. THE FINAL VERSION OF FORM 990 WAS DISTRIBUTED FOR REVIEW BEFORE FILING TO THE TRUSTEES BY EMAIL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES HAS PERIODICALLY REVIEWED AND APPROVED (BY A MAJORITY OF DISINTERESTED TRUSTEES) THE BUSINESS TRANSACTIONS WITH TRUSTEES OR THEIR AFFILIATED PROFESSIONAL SERVICE FIRMS. SUCH REVIEWS INCLUDE CONSIDERATION OF DATA ON COMPARABLE SERVICE PROVIDERS COLLECTED BY UNIVERSITY COUNSEL. THE INTERESTED TRUSTEES WERE EXCUSED FROM BOARD SESSIONS DURING WHICH THOSE BUSINESS TRANSACTIONS WERE DISCUSSED AND DID NOT PARTICIPATE IN VOTING ON SUCH TRANSACTIONS. THE MOST RECENT SUCH REVIEW OCCURRED DURING FISCAL YEAR 2013-14. THE CONFLICT OF INTEREST POLICY WAS REVIEWED AND UPDATED BY THE BOARD IN 2010. QUESTIONNAIRES HAVE BEEN DISTRIBUTED. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY UNIVERSITY COUNSEL AND WAS REVIEWED BY THE BOARD AT THE FEBRUARY, 2014 MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT OF THE UNIVERSITY IS REVIEWED BY THE BOARD AT THE TIME OF HIRING AND AS NECESSARY THEREAFTER. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE BOARD (OR ITS COMMITTEE). IN BOTH CASES, COMPENSATION IS DETERMINED WITH REGARD TO COMPENSATION PAID TO SENIOR EXECUTIVES OF COMPARABLE NON-PROFIT AND PROPRIETARY INSTITUTIONS IN EDUCATION AND OTHER FIELDS. THE PROCESS IS DOCUMENTED AND WAS LAST COMPLETED JUNE 20, 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMNETS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, COMPENSATION: | DR. LEE COMPENSATION AS CHANCELLOR OF THE NATIONAL UNIVERSITY SYSTEM ("NUS") PURSUANT TO THE AFFILIATION AGREEMENT, DR. LEE GUIDED THE STRATEGIC DIRECTION OF THE NU AFFILIATES. HE SPEARHEADED THE CREATION AND GROWTH OF THE NUS SINCE ITS INCEPTION IN 2001 THROUGH HIS RETIREMENT IN SEPTEMBER 2013. DURING THE FISCAL YEAR 2008-2009, HE LED THE NEGOTIATIONS THAT CULMINATED IN JOHN F KENNEDY UNIVERSITY BECOMING AN AFFILIATE OF THE NUS. THANKS TO THAT AFFILIATION, THE NUS NOW INCLUDES AN INSTITUTION THAT IS ACCREDITED TO AWARD DOCTORAL DEGREES. DURING THE FISCAL YEAR 2012-2013, HE LED THE NEGOTIATIONS THAT CULMINATED IN CITY UNIVERSITY OF SEATTLE BECOMING AN AFFILIATE OF NUS. THANKS TO THAT AFFILIATION, NUS ADDED 30 ADDITIONAL CAMPUSES AND OVER 7,000 STUDENTS. SEE STATEMENT ON SCHEDULE O THAT REFERENCES SCHEDULE R, FOR A DESCRIPTION OF THE NUS. THE CHANCELLOR'S COMPENSATION IS PAID BY SYSTEM MANAGEMENT GROUP ("SMG") AND IS ALLOCATED AMONG OTHER NUS AFFILIATES. SEE FORM 990 FILED BY SMG. NONE OF DR. LEE'S COMPENSATION IS ALLOCATED TO ANY OTHER ORGANIZATION OUTSIDE THE NUS. |
| FORM 990, PART VII AND SCHEDULE J, PART II: | COMPENSATION: RELATED PARTY ALL COMPENSATION FOR CERTAIN OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES IS ALLOCATED BY SMG TO NUS AFFILIATES PURSUANT TO THE AFFILIATION AGREEMENT. FOR A COMPLETE LISTING OF RELATED PARTY ALLOCATION OF COMPENSATION AND BENEFITS PLEASE REFER TO SMG FORM 990, SCHEDULE O DISCLOSURE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SYSTEM MANAGEMENT GROUP | ||||||||||
| 11355 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 201269904 | PROVIDES ADMINISTRATIVE SERVICES TO AFFILIATED INSTITUTIONS | CA | 501(C)(3) | LINE 11A, I | N/A | Yes (1) |
| NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL | ||||||||||
| 11355 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 562438569 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 9 | N/A | Yes (1) |
| WESTMED COLLEGE | ||||||||||
| 11355 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 900171867 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 9 | N/A | Yes (1) |
| SPECTRUM PACIFIC LEARNING INC | ||||||||||
| 11355 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 453996682 | INACTIVE | CA | 501(C)(3) | LINE 9 | N/A | Yes (1) |
| NATIONAL UNIVERSITY INTERNATIONAL INC | ||||||||||
| 11355 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 453997908 | INACTIVE | CA | 501(C)(3) | LINE 2 | N/A | Yes (1) |
| NATIONAL UNIVERSITY | ||||||||||
| 11355 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 237172306 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 2 | N/A | Yes (1) |
| CITY UNIVERSITY OF SEATTLE | ||||||||||
| 521 WALL STREET NO 100 | SEATTLE | WA | 98121 | 237421224 | EDUCATIONAL INSTITUTION | WA | 501(C)(3) | LINE 2 | N/A | Yes (1) |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NATIONAL UNIVERSITY | ||
| K | $601,718 | CASH |
| SYSTEM MANAGEMENT GROUP | ||
| M | $453,986 | CASH |
| NATIONAL UNIVERSITY | ||
| M | $4,155,210 | CASH |
| NATIONAL UNIVERSITY | ||
| E | $13,427,856 | CASH LOAN |
| NATIONAL UNIVERSITY | ||
| C | $109,567 | CASH |
| NATIONAL UNIVERSITY | ||
| P | $5,197,342 | |
| NATIONAL UNIVERSITY | ||
| R | $292,599 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, RELATED ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | THE NUS IS AN ALLIANCE OF EDUCATIONAL INSTITUTIONS, SERVING DIVERSE LEARNERS FROM HIGH SCHOOL TO DOCTORAL PROGRAMS. THE NUS INCLUDES 6 INDEPENDENT NON-PROFIT ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3): NATIONAL UNIVERSITY, NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL, WESTMED COLLEGE, JOHN F. KENNEDY UNIVERSITY, CITY UNIVERSITY OF SEATTLE, AND SYSTEM MANAGEMENT GROUP (SMG). SMG IS A SUPPORTING ORGANIZATION EXEMPT UNDER IRC SECTION 509(A)(3) WHICH PROVIDES SUPPORT AND SERVICES TO ITS TAX-EXEMPT AFFILIATES IN THE NUS. SPECTRUM PACIFIC LEARNING COMPANY LLC AND NATIONAL UNIVERSITY INTERNATIONAL LLC ARE WHOLLY-OWNED BY NATIONAL UNIVERSITY, AND ARE TREATED AS DISREGARDED ENTITIES FOR TAX PURPOSES. THE BOARD OF TRUSTEES OF EACH NUS AFFILIATE GOVERNS EACH AFFILIATE INDEPENDENTLY. THE BOARD OF TRUSTEES HAS NO AUTHORITY TO REMOVE, REPLACE OR APPOINT A MAJORITY OF THE GOVERNING BODY OF THOSE OTHER AFFILIATES. THE BOARD OF TRUSTEES OF EACH AFFILIATE, ACTING IN ITS INDEPENDENT CAPACITY, PERIODICALLY APPOINTS ITS OWN NEW TRUSTEES. THE BOARD OF TRUSTEES HAS A MAJORITY OVERLAPPING COMPOSITION BETWEEN EACH AFFILIATE OF NUS. IN ADDITION, THE NUS AUDIT FIRM PREPARES A SET OF "COMBINED NOT "CONSOLIDATED" AUDITED FINANCIAL STATEMENTS THAT INCLUDE THE EIGHT INDEPENDENT NON-PROFIT ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3): NATIONAL UNIVERSITY, NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL, WESTMED COLLEGE, JOHN F. KENNEDY UNIVERSITY, CITY UNIVERSITY OF SEATTLE, AND SYSTEM MANAGEMENT GROUP. | ExplanationTxt |