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BIOLA UNIVERSITY INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BIOLA UNIVERSITY INC (EIN 95-0549600)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-03
IRS object ID
201711239349301431
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-03T19:00:10-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

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EIN950549600EIN

Business Name BusinessName

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Business Name Line1Biola University IncBusinessNameLine1Txt
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Business Name ControlBIOLBusinessNameControlTxt
Phone5629036000PhoneNum

US Address USAddress

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Address Line113800 BIOLA AVENUEAddressLine1Txt
CityLA MIRADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP906390001ZIPCd

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PersonMichael A PiercePersonNm
Person TitleVP Business and Financial AffairsPersonTitleTxt
Signature2017-04-27SignatureDt
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Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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Address Line113800 BIOLA AVENUEAddressLine1Txt
CityLA MIRADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP906390001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$243,092,037GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.biola.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1908FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionBIOLA UNIVERSITY IS A PRIVATE CHRISTIAN UNIVERSITY LOCATED IN SOUTHERN CALIFORNIA. THE MISSION OF THE UNIVERSITY IS BIBLICALLY CENTERED EDUCATION, SCHOLARSHIP AND SERVICE.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee4085TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$13,300TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$7,387NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,699,542PYContributionsGrantsAmt
CY Contributions Grants$19,891,143CYContributionsGrantsAmt
PY Program Service Revenue$189,090,169PYProgramServiceRevenueAmt
CY Program Service Revenue$191,840,874CYProgramServiceRevenueAmt
PY Investment Income$7,344,779PYInvestmentIncomeAmt
CY Investment Income$9,251,308CYInvestmentIncomeAmt
PY Other Revenue$312,282PYOtherRevenueAmt
CY Other Revenue$1,194,196CYOtherRevenueAmt
PY Total Revenue$229,446,772PYTotalRevenueAmt
CY Total Revenue$222,177,521CYTotalRevenueAmt
PY Grants And Similar Paid$40,121,424PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$43,666,452CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$101,558,630PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$103,187,588CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$132,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$121,220CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,617,521CYTotalFundraisingExpenseAmt
PY Other Expenses$52,035,636PYOtherExpensesAmt
CY Other Expenses$53,169,209CYOtherExpensesAmt
PY Total Expenses$193,847,690PYTotalExpensesAmt
CY Total Expenses$200,144,469CYTotalExpensesAmt
PY Revenues Less Expenses$35,599,082PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,033,052CYRevenuesLessExpensesAmt
Total Assets BOY$426,802,555TotalAssetsBOYAmt
Total Assets EOY$433,994,394TotalAssetsEOYAmt
Total Liabilities BOY$174,412,394TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,973,107TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$252,390,161NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$263,021,287NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBIOLA UNIVERSITY IS A PRIVATE CHRISTIAN UNIVERSITY LOCATED IN SOUTHERN CALIFORNIA. FOR OVER 105 YEARS, BIOLA HAS STOOD OUT AS AN INSTITUTION GROUNDED ON BIBLICALLY CENTERED EDUCATION, INTENTIONAL SPIRITUAL DEVELOPMENT, AND CAREER PREPARATION, WHERE ALL FACULTY, STAFF AND STUDENTS ARE PROFESSING CHRISTIANS. WITH MORE THAN 145 ACADEMIC PROGRAMS THROUGH ITS SIX SCHOOLS, BIOLA OFFERS DEGREES RANGING FROM BACHELOR OF ARTS TO DOCTORAL DEGREE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$82,950,207ExpenseAmt
Grant$22,152,104GrantAmt
Revenue$97,898,469RevenueAmt
DescThe School of Arts and Sciences aims to teach the connectedness of all knowledge, helping students explore a wide range of disciplines and the contributions that each can make to a student's understanding. From a Biblical worldview, we seek to challenge students to explore and develop knowledge, skills, and attributes that will enable them to understand, express, care for, and celebrate God's diverse and complex world; that in it they might seek and humbly serve the kingdom of God. Beyond the classroom, our students learn experientially, connecting their studies to the contexts of life that they might love their neighbors in the places and positions beyond Biola where God may lead them. More than granting degrees, we hope to awaken the joys of learning so that the liberal arts might be a lifelong passion. The School of Science, Technology, and Health Program Description The vision of the School of Science, Technology and Health at Biola University is to equip a new generation of ethically thoughtful professionals in the sciences and health care, grounded in a Christian worldview, educated in an academically rigorous environment, ready to assume positions of leadership, and able to provide the clear moral vision the world desperately needs. In February 2016, Biola University broke ground on the most ambitious building project in its history, the expansive new 91,200 sq. Alton and Lydia Lim Center for Science, Technology, and Health that will serve as the home to the new School of Science, Technology, and Health also formed in 2016. The School is a new consolidation of some of the University's fastest growing, highest demand career opportunities. The building will open in early 2018 and will triple the amount of space devoted to science education at Biola enabling students and faculty to study with cutting-edge equipment and in dedicated state-of-the-art laboratories. The School of Science, Technology, and Health serves approximately 1,100 undergraduate students and 22 graduate students in the following 16 majors housed within 6 Departments: Biology (BIOS): Biological Sciences, B.S.; Biological Science: Secondary Education, B.S.; Environmental Science, B.S.; Human Biology, B.S. Chemistry, Physics, and Engineering (CPE): Biochemistry, B.S.; Chemistry, B.S.; Engineering Physics, B.S.; Physical Science, B.S.; Physics, B.S. Communication Sciences and Disorders (CSD): Speech-Language Pathology, M.S.; Communication Sciences and Disorders, B.S. Kinesiology, Health, and Physical Education (KHPE): Kinesiology, B.S.; Physical Education, B.S. Math and Computer Science (MCS); Computer Science, B.S.; Mathematics, B.S. Nursing (NURS): Nursing, B.S. As highly skilled and technically competent scientists and health care providers, Biola graduates will be prepared to enter the workforce or continue their education in graduate or professional schools impacting the world for Jesus Christ to be employed as health care providers, research scientists, government and corporate scientists, and educators. Students focusing on the Biological and Environmental Sciences at Biola acquire the knowledge and develop the skills that will allow them to study and appreciate God's creation at the organismal and bimolecular level, preparing them for a range of health-related careers. Environmental science is an interdisciplinary field, focusing on solving problems involving people and the rest of God's creation. The environmental science program provides the platform to specialize in graduate programs involving marine and terrestrial flora and fauna, environmental policy, planning, and regulation, management of state and federal lands, and pollution control and waste management. That scientific platform can also be used by those passionate about helping people through sustainable development, environmental missions, organic agriculture and environmental education. The Biological Sciences: Secondary Instruction Program at Biola University is to provide an academically stimulating and challenging environment for intellectual and spiritual growth, preparing students to pursue careers as teachers to make an impact as educators in the secondary classroom. The Human Biology degree focuses on the scientific understanding and specific workings of God's most complex design - the human body. Our program provides rigorous coursework, hands-on-training in well-equipped laboratories and a rich independent research experience. As a Biola human biology graduate, students are served by expert pre-med committee and health profession advisors who provide the knowledge base and skills students need to successfully enter graduate studies and the health care profession. Biola's degrees in Biochemistry and Chemistry offer comprehensive preparation in all the core areas of the chemical and molecular sciences. Students engage in rigorous coursework, hands-on-training with the latest chemical instrumentation, as well as a rich independent research experience. As a Biola chemistry graduate, students are fully prepared to pursue professional careers in the field of chemical and molecular sciences, or to continue towards advanced degrees in chemistry or a related field in the molecular sciences. Students focusing on the physical and chemical sciences, including Engineering, study the practical application of scientific knowledge to improve people's lives. Through Biola's Engineering Physics program, which includes a partnership with the University of Southern California, students receive two baccalaureate degrees - an engineering physics degree from Biola, and an engineering degree from USC or another accredited university. These two degrees will prepare students for careers in a wide range of industries and government agencies. Additionally, Biola's Physics major prepares one for graduate school and for a career in a technology-oriented business, industry or government agency. Around the world, demand is growing for mathematicians with a strong grasp of statistics, operations research, data analysis and problem-solving skills. In Biola's Mathematics major, students receive a strong foundation that prepares them for success in a variety of industries, as well as graduate school or teaching. Technology is transforming our world - including how we do business, how we communicate and what we do for entertainment. In this quickly changing landscape, opportunities abound for people with advanced technological skills. Through Biola's Computer Science major, Biola graduates develop knowledge and abilities to innovate, program, solve problems and succeed across a range of careers. Our bodies are intricately designed. The way we steward them - with exercise, nutrition and medical care - can have profound effects on our physical, emotional and spiritual health. In Biola's Kinesiology major, students receive specialized training in human movement and athletic performance, preparing them to be a competent and caring Christian professional in such fields as teaching, exercise science and allied health care. Exercise and physical activity are vital to our health. But to make sure exercise is effective, safe and fun, we need well-trained experts who understand the science of the human body and how best to coach others. In Biola's Physical Education major, students gain extensive knowledge of health, nutrition, fitness and leadership, preparing them to teach, coach or lead sports-related ministries. Millions of people are impacted by physical and cognitive disorders that affect their ability to communicate. Biola's undergraduate program in Communication Sciences and Disorders and graduate program in Speech-Language Pathology prepares students to serve their needs, providing them with the specialized knowledge and clinical training needed for graduate school and a career in this important field. For Christians, Nursing is an opportunity to model the care and compassion of Jesus to hurting people - sometimes during the most traumatic or trying moments of their lives. In Biola's nursing program, students learn to provide competent nursing care through rigorous coursework, through our skills and simulation labs and through clinical experiences at area hospitals and health care agencies.Desc

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Expense$43,766,616ExpenseAmt
Grant$11,688,007GrantAmt
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DescTalbot School of Theology: The mission of Talbot School of Theology is the development of disciples of Jesus Christ whose thought processes, character, and lifestyles reflect those of our Lord, and who are dedicated to disciple making throughout the world. The theological position of Talbot School of Theology is Christian, Protestant, and theologically conservative. The school is interdenominational by nature and is thoroughly committed to the proclamation of the great historic doctrines of the Christian church. It definitely and positively affirms historic orthodoxy in the framework of an evangelical and premillennial theology that is derived from a grammatical-historical interpretation of the Bible. It earnestly endeavors to make these great doctrinal truths a vital reality in the spiritual life of this present generation. The seminary aims to train students who believe and propagate the great doctrines of the faith as they are summarized in our Articles of Faith and Theological Distinctive. Spiritually, it is the purpose of Talbot to develop in the lives of its students a spiritual life that is in harmony with the great doctrines taught, so that they may grow in the grace as well as in the knowledge of our Lord and Savior Jesus Christ. Specifically, the goal is to educate and graduate students characterized by a commitment to serving Christ, missionary and evangelistic zeal, and a solid knowledge of the Scriptures. To accomplish these objectives, the seminary conducts a chapel program, a spiritual formation program, and gives attention to its students' ministry/service opportunities. Academically, it is the purpose of the seminary to provide its students with the best in theological education so they may be equipped to preach and teach the Word of God intelligently and present it zealously to the world. In keeping with this goal, every department is geared to emphasize the clear and accurate exposition of the Scriptures. The biblical languages are utilized to enhance an accurate interpretation of the inspired text. Bible exposition, by synthesis or analysis, presents a connected and related interpretation of the infallible Book. Systematic Theology moves toward a well-organized and structured arrangement of biblical truth. Historical Theology engages itself to acquaint the student with the progress of the inerrant Word among the household faith throughout the Christian era. Philosophy furnishes the elements whereby the servant of Christ may give a well-developed reason for the faith that is within. Missions, Christian Ministry and Leadership, and Christian Education strive to perfect in the student a skillful and winsome presentation of truth, privately and publicly. Talbot stands for one faith, one integrated curriculum, one eternal Word of God and its effective proclamation to a modern generation with its multiplicity of needs. It is the purpose of the seminary to prepare for the gospel ministry those who believe, live, and preach the great historic doctrines of faith that have been committed to the church. To realize these broad objectives, the seminary offers nine degree programs, each with its own distinctive purpose.Desc

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Expense$14,452,220ExpenseAmt
Grant$3,859,509GrantAmt
Revenue$17,056,620RevenueAmt
DescRosemead School of Psychology: Rosemead's educational distinctive are its strong professional training orientation and its goal of relating the data and concepts of psychology to those of Christian theology. Since both psychology and theology address the human condition, Rosemead's faculty believes there is a great deal to be gained by an interdisciplinary study of the nature of persons. Consequently, all students take a series of theology courses and integration seminars designed to study the relationship of psychological and theological conceptions of human functioning. This series of courses lengthens Rosemead's doctoral program by approximately one year beyond most four year clinical programs. While recognizing that the disciplines of psychology and theology have some very different data and methodologies, their overlapping content, goals, and principles provide a rich resource for interdisciplinary study. Issues growing out of these overlapping concerns cover a range of topics relating to research, theory and clinical practice. By encouraging this study, Rosemead is attempting to train psychologists with a broad view of human nature that includes sensitivity to the religious dimension of life. Through its interaction with members of the Christian community, Rosemead is also committed to demonstrating the potentially significant contributions an understanding of the data and methods of psychology can make to the Church's role of ministering to the whole person. Students desiring to focus their professional practice on children, couples or families may take an emphasis in Family-Child Psychology. This emphasis requires completion of elective courses in addition to the regular doctoral requirements. Students emphasizing Family-Child Psychology also write their dissertations or doctoral research papers in a family-child area, spend their year-long outpatient practicum in a setting where at least one-half of their work is with children, couples or families, and complete an internship in a setting where at least one-third of their work is with a family-child population. They may also elect other family related courses such as Development of Religious Understanding in Children and Adolescents, and Human Sexuality. At the heart of an effective training program in professional psychology is the opportunity to develop the personal insights and skills necessary for empathic and effective interaction with a wide range of settings and clientele. In order to meet this need, Rosemead has developed a sequence of experiences designed to promote personal growth and competence in interpersonal relationships as well as specific clinical skills. Beginning in their first year of study, students participate in a variety of activities designed to promote professional awareness and personal growth. The first year activities include active training in empathy skills in an on-campus pre-practicum experience. The pre-practicum course consists of exercises to assess and facilitate interpersonal skills, and an initial opportunity for the student to work with a volunteer college client in a helping role. During the second year, all students participate in interpersonal training therapy. As participants, students personally experience some of the growth-producing aspects of interpersonal relationships. In addition, students begin their formal practicum and psychotherapy lab courses in the second year. Students are placed in such professional facilities as outpatient clinics, hospitals, college counseling centers, public schools and community health organizations on the basis of their individual readiness, needs, and interest. These practicum experiences are supervised both by Rosemead's faculty and qualified professionals working in the practicum agencies. In the psychotherapy lab courses, students receive both instruction and supervised experience, offering clinical services from the theoretical orientation of the course. Students elect lab courses from offerings such as Introduction to Child & Adolescent Therapy, Marriage and Family Therapy, Group Therapy, Cognitive Behavioral Therapy with Children, Gestalt Therapy, and Biofeedback. During the third year most doctoral students take two or three psychotherapy lab courses, work in an adult outpatient practicum setting, and begin individual training therapy. This therapy is designed to give the student first-hand experience in the role of a client and is considered an opportunity for both personal growth and for learning therapeutic principles and techniques. A minimum of 50 hours of individual training therapy is required. Such issues as timing, choice of therapist and specific goals are determined by students in conjunction with their advisors and the Clinical Training Committee. When doctoral students reach their fourth year, most of their time is spent in electives from the therapy, integration, and general psychology courses, advanced practicum assignments, and independent study or research. Students' research culminates in the production of an approved dissertation or doctoral paper. This step-by-step progression in professional training experiences gives the student personal experience with a wide range of personalities in a variety of settings and provides the necessary preparation for a full-time internship during the year of study.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

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Expense$22,343,247ExpenseAmt
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DescOTHER PROGRAM SERVICES: Christian Apologetics: This specialized graduate program (Master of Arts in Christian Apologetics) is an interdisciplinary degree that educates students to articulate and defend the great truths of the historic Christian faith from the standpoint of philosophy, history, Biblical studies, theology, and cultural studies. The Christian Apologetics department also offers special learning program and lectures for the public and churches, as well as a certificate program in the defense of the faith for lay people. Science and Religion: The Masters of Arts Degree in Science and Religion is designed to provide individuals with the essential background in theology, history, and philosophy necessary to integrate evangelical Christianity with modern science. The master's program relates to Christianity and the sciences are designed for Christian students who have basic training in a natural science. This program also offers advanced seminars that focus on current theological issues within specific scientific disciplines. COOK SCHOOL OF INTERCULTURAL STUDIES The primary objective of the Cook School of Intercultural Studies arises from the mandate given by the Lord Jesus Christ to make disciples of every nation based on an understanding of both human beings and culture. The CSICS strives to enable students to demonstrate knowledge and an understanding of human beings within their cultural setting. We further strive to enable students to demonstrate a knowledge and understanding of the theological, historical, sociological anthropological and linguistic issues associated with the cross-cultural communication of the gospel through a broad range of professions and vocations. It is the desire of the faculty that each student in the program will find in their particular career choice the means to effective cross-cultural personal ministry and evangelism. In the undergraduate departments students are exposed to the foundational concepts within anthropology, cross-cultural engagement, cultural diversity, cross-cultural communication, and theologizing within cultural contexts. Students work closely with their advisors to build a program according to their career objectives. They are encouraged to choose specific concentrations that provide the skills for their chosen careers, or in combination with other disciplines in the university to combine their cross-cultural skills with preparation in bicultural education, cross-cultural media communication, social work, cross-cultural counseling, international relations or international business administration. In the graduate departments students engage in a deeper level of critical analysis of theories and practices associated with global issues, the internationalization of the Christian faith, the study of cultures and culture change, and the formation of pedagogical concepts and practices appropriate to cross-cultural educational theory and practice. A unique feature of the graduate studies degrees is the use of blended delivery systems that allow students who are currently in working careers to pursue their degrees while still remaining in their careers. THE SCHOOL OF EDUCATION: The School of Education serves a diverse student body, consisting of more than 500 students: 300 undergraduate students (240 Liberal Studies majors and approximately 160 Single Subject majors) and 210 graduate students. Our full-time faculty is comprised of outstanding professionals with decades of combined experience in classroom and administrative settings. At the undergraduate level, the School of Education is home to the Liberal Studies major, which consistently ranks among the five most popular undergraduate majors at Biola. At the graduate level, the School of Education offers the Master of Arts in Teaching (M.A.T.) and Master of Arts in Education (M.A.Ed.) Programs and can be taken in person, online, or in combination and can be tailored to meet the individual interests of new and experienced teachers alike. In 2017, we will also launch two new online graduate programs: the M.S. in Special Education and the M.S. in Curriculum, Instruction, and Publication. Our state-accredited teacher preparation program offers teaching credentials (multiple subject; single subject; and education specialist, mild/moderate) at both the graduate and undergraduate levels. We also offer the Clear Credential at the graduate level and five levels of Early Childhood permits at the undergraduate and graduate level. All credential and permit programs are accredited by the California Commission on Teacher Credentialing. Crowell School of Business The Crowell School of Business prepares students academically with a foundational business education while nurturing their Christian commitment through solid biblical integration in courses and contact with faculty and staff. The mission of the Crowell School of Business is to equip students to develop a biblical worldview so as to see business as ministry: * To prepare students for excellence and leadership in their career. * To be strong in mind and character, and mature in faith so that they will make an impact for God in this time and place. * To develop a student's God-given talents and pursue excellence by maintaining high expectations and proficiency in their unique field of interest. Biola University, through its Crowell School of Business, is nationally accredited by the Association of Collegiate Business Schools and Programs to offer a Bachelor of Science in Business Administration degree with concentrations in the following: Business Analytics, International Business, Management, Marketing and Marketing-Management. In 2015, the Crowell School of Business introduced a Bachelor of Business Administration in accounting degree. Each program is structured to give the student broad understanding of the social and economic environment in which Christian business persons function, and provides a common body of knowledge for students who elect this major. Students study economics, finance, management, business law, accounting, and marketing as the core of the major based upon quantitative management skills. The five individual concentrations prepare students through additional specified courses to enter a career field in those areas, or to select a graduate school upon graduation. It is the purpose of the Crowell School of Business to prepare highly skilled, technically competent business persons who have broad preparation in the liberal arts as well, and who can make significant contributions in the workplace or in Christian organizations they may serve. The mission of the Biola MBA Program is to provide advanced business study, integrating biblically based teaching to train and equip business professionals and developing faith, character, and an entrepreneurial spirit to produce Christ-centered men and women to impact their workplace. Building from that heritage, the Biola MBA is a rigorous and broadly based advanced business study. Its hallmark is a passion for creativity, vision, innovative problem solving, and the highest of ethical standards. You will be taught by carefully selected faculty who know first-hand the rigors of 21st century commerce. They are ready to equip and prepare you to impact and transform today's marketplace. New Flex MBA Program The Flex MBA program allows students to customize their MBA experience. An MBA student may take a part-time or a full-time academic load. Applicants have the option to choose to attend full-time if starting in the fall, or may choose to enroll part-time in a fall or spring start. The Crowell School of Business MPAcc program is a 33-unit program (for accounting undergraduates) specifically designed to meet state-established academic requirements for becoming a certified public accountant (CPA). We also offer a part-time and full -time option. We provide leveling courses for students that do not have a business or accounting back-ground. Interterm Session To facilitate the completion of graduation and also to allow exposure to creative learning and to enrich students' academic programs, the University provides an Interterm program in January. A selected array of general education, Bible, electives and graduate courses is offered. Students may enrich their course of study and reduce the overall time to completion or decrease their regular course load by careful selection of Interterm courses. Certain courses or workshops may be offered during Interterm that is not listed in the catalog. Courses may be innovative or the content may be in response to specialized needs or current topics. Opportunities to participate in travel and other non-traditional courses are also offered by various departments through the office of Cross-Cultural Engagement, which organizes Biola Study Tours.Desc
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Total Other Prog Srvc Grant$5,966,832TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$26,369,672TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$163,512,290TotalProgramServiceExpensesAmt
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Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael A Pierce CPA (Inactive)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5629034777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113800 Biola AvenueAddressLine1Txt
CityLa MiradaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP906390001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BARRY COREY
President40.0Yes (X)Yes (X)$469,896$0$88,942
PROMOD HAGUE
TRUSTEE2.0Yes (X)$0$0$0
STANLEY JANTZ
TRUSTEE2.0Yes (X)$0$0$0
HANNAH LEE
TRUSTEE2.0Yes (X)$0$0$0
JOHN SIEFKER
TRUSTEE2.0Yes (X)$0$0$0
ALLAN KAVALICH
TRUSTEE2.0Yes (X)$0$0$0
RAY JOHNSON
TRUSTEE2.0Yes (X)$0$0$0
KENNITH THOMPSON
TRUSTEE2.0Yes (X)$0$0$0
WAYNE LOWELL
Trustee2.0Yes (X)$0$0$0
DAVID MITCHELL
TRUSTEE2.0Yes (X)$0$0$0
DWIGHT HANGER
TRUSTEE2.0Yes (X)$0$0$0
CAROL HAWKINS
TRUSTEE2.0Yes (X)$0$0$0
MICHAEL MAPLES
TRUSTEE2.0Yes (X)$0$0$0
AL MIJARES
TRUSTEE2.0Yes (X)$0$0$0
BRYAN LORITTS
TRUSTEE2.0Yes (X)$0$0$0
BRADLEY COLE
TRUSTEE2.0Yes (X)$0$0$0
JERRY RUEB
TRUSTEE2.0Yes (X)$0$0$0
Philip Paul
TRUSTEE2.0Yes (X)$0$0$0
Rebecca Andrews
Trustee2.0Yes (X)$0$0$0
David Gyertson
Trustee2.0Yes (X)$0$0$0
Kelly Monroe Kullberg
Trustee2.0Yes (X)$0$0$0
David Kinnaman
Trustee2.0Yes (X)$0$0$0
Adam Edgerly
Trustee2.0Yes (X)$0$0$0
Dean VandeKamp
Trustee2.0Yes (X)$0$0$0
Danny Ro
Trustee2.0Yes (X)$0$0$0
Henry Riady
Trustee2.0Yes (X)$0$0$0
DAVID KOONTZ
ASSISTANT SECRETARY40.0Yes (X)$149,238$0$25,626
GREGORY VAUGHAN
VP ENROLLMENT MANAGEMENT40.0Yes (X)$182,860$0$34,503
ADAM MORRIS
VP ADVANCEMENT40.0Yes (X)$206,383$0$125,670
MICHAEL PIERCE
Secretary40.0Yes (X)$240,356$0$72,320
SANDRA WEAVER
ASSISTANT SECRETARY40.0Yes (X)$148,309$0$21,271
GREG BALSANO
VP OF UNIVERSITY SERVICES40.0Yes (X)$200,267$0$30,938
Lee J Wilhite
VP UMC40.0Yes (X)$198,333$0$11,205
Deborah Taylor
Senior Vice President and Provost40.0Yes (X)$151,464$0$30,358
David Nystrom
Provost40.0Yes (X)$275,563$0$37,735
Peter C Hill
PROFESSOR40.0$226,370$0$16,786Yes (X)
Christoper Grace
Professor40.0$196,756$0$36,120Yes (X)
SCOTT RAE
PROFESSOR40.0$181,655$0$35,057Yes (X)
JERRY MACKEY
CORPORATE LEGAL30.0$168,493$0$31,469Yes (X)
Richard E Bee
Senior Director of Alumni and Parents40.0$210,583$0$21,028Yes (X)
David Nystrom
Provost$275,563$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,482,089TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$619,028TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K168IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Millie and Serverson
3601 Serpentine DriveLos AlamitosCA907200399General Contractor$8,863,194
Bon Appetit
14730 Beach Blvd Suite 107La MiradaCA90638Food Management$6,680,119
Gensler and Associates
500 S Figueroa StreetLos AngelesCA900711705Architects$2,182,750
Smith and Serverson Builders LLC
21072 Bake Pkwy Suite 106Lake ForestCA926302180GENERAL CONTRACTOR$1,333,407
Juan Figeroua Electric Inc
12533 Lambert RoadWhittierCA906062711GENERAL CONTRACTOR$622,057
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K70CntrctRcvdGreaterThan100KCnt
Fundraising$274,203FundraisingAmt
Government Grants$928,722GovernmentGrantsAmt
All Other Contributions$18,688,218AllOtherContributionsAmt
Noncash Contributions$556,744NoncashContributionsAmt
Total Contributions$19,891,143TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611600$159,098,347$159,098,347
AuxiliaryService Sales611710$27,521,133$27,521,133
Public and Student fees611600$3,769,906$3,769,906
Other Program Service611710$1,451,488$1,451,488

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$191,840,874TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,460,221TotalRevenueColumnAmt
Exclusion$3,460,221ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,238TotalRevenueColumnAmt
Exclusion$15,238ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$482,138RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$246,229RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$235,909RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,909TotalRevenueColumnAmt
Exclusion$235,909ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,133,412SecuritiesAmt
Other$57,088OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,358,650SecuritiesAmt
Other$40,763OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,774,762SecuritiesAmt
Other$16,325OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,791,087TotalRevenueColumnAmt
Exclusion$5,791,087ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$61,041FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$274,203ContriRptFundraisingEventAmt
Fundraising Direct Expenses$268,874FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$207,833TotalRevenueColumnAmt
Exclusion-$207,833ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Advertising Income541800$13,300$13,300
Other Revenue900099$1,137,582$1,137,582

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,150,882OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$222,177,521TotalRevenueColumnAmt
Related Or Exempt Func Income$192,978,456RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,300UnrelatedBusinessRevenueAmt
Exclusion$9,294,622ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$43,246,899TotalAmt
Program Services$43,246,899ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$419,553TotalAmt
Program Services$419,553ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,585,089TotalAmt
Program Services$2,019,884ProgramServicesAmt
Management And General$565,205ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$77,200,138TotalAmt
Program Services$58,824,418ProgramServicesAmt
Management And General$16,460,980ManagementAndGeneralAmt
Fundraising$1,914,740FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,018,331TotalAmt
Program Services$3,139,732ProgramServicesAmt
Management And General$878,599ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$13,935,873TotalAmt
Program Services$10,888,826ProgramServicesAmt
Management And General$3,047,047ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,448,157TotalAmt
Program Services$4,256,930ProgramServicesAmt
Management And General$1,191,227ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$163,792TotalAmt
Program Services$127,979ProgramServicesAmt
Management And General$35,813ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$105,754TotalAmt
Program Services$82,631ProgramServicesAmt
Management And General$23,123ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$121,220TotalAmt
Fundraising$121,220FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$480,725TotalAmt
Management And General$480,725ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,806,015TotalAmt
Program Services$10,711,918ProgramServicesAmt
Management And General$2,997,542ManagementAndGeneralAmt
Fundraising$96,555FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,331,304TotalAmt
Program Services$985,928ProgramServicesAmt
Management And General$275,895ManagementAndGeneralAmt
Fundraising$69,481FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,199,791TotalAmt
Program Services$2,447,777ProgramServicesAmt
Management And General$684,968ManagementAndGeneralAmt
Fundraising$67,046FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,051,251TotalAmt
Program Services$1,573,293ProgramServicesAmt
Management And General$440,259ManagementAndGeneralAmt
Fundraising$37,699FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,168,583TotalAmt
Program Services$2,475,756ProgramServicesAmt
Management And General$692,797ManagementAndGeneralAmt
Fundraising$30FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,488,853TotalAmt
Program Services$2,650,111ProgramServicesAmt
Management And General$741,587ManagementAndGeneralAmt
Fundraising$97,155FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$452,114TotalAmt
Program Services$343,647ProgramServicesAmt
Management And General$96,164ManagementAndGeneralAmt
Fundraising$12,303FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,631,257TotalAmt
Program Services$5,181,348ProgramServicesAmt
Management And General$1,449,909ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,679,692TotalAmt
Program Services$8,344,602ProgramServicesAmt
Management And General$2,335,090ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$882,329TotalAmt
Program Services$684,299ProgramServicesAmt
Management And General$191,489ManagementAndGeneralAmt
Fundraising$6,541FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Licenses and Fees$2,504,784$1,900,504$531,823$72,457
Honorariums$898,119$681,448$190,691$25,980
Departmentals Meals$447,899$339,843$95,099$12,957
Equipment Maintance$942,090$714,811$200,027$27,252

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,934,857TotalAmt
Program Services$1,470,153ProgramServicesAmt
Management And General$408,599ManagementAndGeneralAmt
Fundraising$56,105FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$200,144,469TotalAmt
Program Services$163,512,290ProgramServicesAmt
Management And General$34,014,658ManagementAndGeneralAmt
Fundraising$2,617,521FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$56,509,932BOYAmt
EOY$56,704,117EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,957,883BOYAmt
EOY$7,586,819EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,690,715BOYAmt
EOY$5,235,343EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,650,608BOYAmt
EOY$1,578,732EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,007,930BOYAmt
EOY$987,040EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,397,108BOYAmt
EOY$5,407,925EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$345,411BOYAmt
EOY$378,316EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,309,630BOYAmt
EOY$1,589,284EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$325,914,897LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$130,211,546LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$184,344,941BOYAmt
EOY$195,703,351EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$128,365,021BOYAmt
EOY$131,051,411EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,720,999BOYAmt
EOY$8,318,216EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$14,222,067BOYAmt
EOY$13,343,136EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,280,310BOYAmt
EOY$6,110,704EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$426,802,555BOYAmt
EOY$433,994,394EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,650,329BOYAmt
EOY$17,305,986EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,197,038BOYAmt
EOY$11,292,462EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$133,987,492BOYAmt
EOY$132,447,946EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,577,535BOYAmt
EOY$9,926,713EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$174,412,394BOYAmt
EOY$170,973,107EOYAmt

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$187,134,809BOYAmt
EOY$189,203,902EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,696,262BOYAmt
EOY$50,413,815EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,559,090BOYAmt
EOY$23,403,570EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$252,390,161BOYAmt
EOY$263,021,287EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$426,802,555BOYAmt
EOY$433,994,394EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,033,052ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,073,027NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$328,899OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (true)AgentTrusteeEtcInd
Beginning Balance$2,116,407BeginningBalanceAmt
Additions During Year$2,100,811AdditionsDuringYearAmt
Distributions During Year$1,012,810DistributionsDuringYearAmt
Ending Balance$3,204,408EndingBalanceAmt
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$111,181,492BeginningYearBalanceAmt
Contributions$7,488,252ContributionsAmt
Investment Earnings Or Losses-$1,240,827InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,894,131GrantsOrScholarshipsAmt
Other Expenditures$249,225OtherExpendituresAmt
End Year Balance$114,285,561EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$105,432,228BeginningYearBalanceAmt
Contributions$8,859,807ContributionsAmt
Investment Earnings Or Losses-$47,053InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,752,363GrantsOrScholarshipsAmt
Other Expenditures$311,127OtherExpendituresAmt
End Year Balance$111,181,492EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$87,824,443BeginningYearBalanceAmt
Contributions$8,650,281ContributionsAmt
Investment Earnings Or Losses$11,507,112InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,314,567GrantsOrScholarshipsAmt
Other Expenditures$235,041OtherExpendituresAmt
End Year Balance$105,432,228EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,454,177BeginningYearBalanceAmt
Contributions$8,293,758ContributionsAmt
Investment Earnings Or Losses$7,409,398InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,130,553GrantsOrScholarshipsAmt
Other Expenditures$202,337OtherExpendituresAmt
End Year Balance$87,824,443EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,925,592BeginningYearBalanceAmt
Contributions$7,131,678ContributionsAmt
Investment Earnings Or Losses-$492,943InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,872,138GrantsOrScholarshipsAmt
Other Expenditures$238,012OtherExpendituresAmt
End Year Balance$74,454,177EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.74BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.187PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.073TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,009,772OtherCostOrOtherBasisAmt
Book Value$17,009,772BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$253,189,917OtherCostOrOtherBasisAmt
Depreciation$76,156,479DepreciationAmt
Book Value$177,033,438BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Depreciation$9,168,917DepreciationAmt
Book Value-$9,168,917BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,715,208OtherCostOrOtherBasisAmt
Depreciation$44,886,150DepreciationAmt
Book Value$10,829,058BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$195,703,351TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
PERKINS NSL$3,119,463
ASSET RETIREMENT OBLIGATION$1,583,494
LIABILITIES FOR ANNUITIES PAYABLE$5,212,015
AMOUNTS HELD ON BEHALF OF OTHERS$11,741
FieldValueIRS element (for citing)
Total Liability$9,926,713TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$166,387,978TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$11,073,027NetUnrealizedGainsInvstAmt
Other Revenue$268,874OtherRevenueAmt
Revenue Not Reported-$10,804,153RevenueNotReportedAmt
Revenue Subtotal$177,192,131RevenueSubtotalAmt
Investment Expenses Not Incld$1,067,886InvestmentExpensesNotIncldAmt
Other Revenues Not Included$43,917,504OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$44,985,390RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$222,177,521TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$155,679,005TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$268,874OtherExpensesIncludedAmt
Expenses Not Reported$268,874ExpensesNotReportedAmt
Expenses Subtotal$155,410,131ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,067,886InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$43,666,452OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$44,734,338ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$200,144,469TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangementBIOLA (OR ITS DESIGNATED INDIVIDUAL) IS NAMED AS ADMINISTRATOR OR SUCCESSOR TRUSTEE ON TESTAMENTARY GIFTS (ESTATES OR REVOCABLE LIVING TRUSTS.) WHEN THE AGREEMENT MATURES UPON THE DEATH OF THE GRANTOR, BIOLA ASSUMES ITS FIDUCIARY ROLE TO MARSHAL ASSETS, PAY EXPENSES AND DISTRIBUTE BENEFICIARY PAYMENTS. THE ADMINISTRATION OF EACH ARRANGEMENT MAY LAST SEVERAL YEARS UNTIL ALL DISTRIBUTIONS ARE MADE AND THE ACCOUNTS ARE CLOSED.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE ENDOWMENT EARNINGS ARE USED TO UNDERWRITE THE PROGRAMS AND ADMINISTRATION OF THE UNIVERSITY, WITH SPECIFIC APPROPRIATIONS MADE TO STUDENT AID, ACADEMIC PROGRAMS AND FACILITY MAINTENANCE.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE UNIVERSITY FOLLOWS ASC 740, ACCOUNTING FOR INCOME TAXES, WHICH ESTABLISHES FOR ALL ENTITIES, INCLUDING PASS-THROUGH ENTITIES, A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF POSITIONS TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION) AND REQUIRES CERTAIN EXPANDED TAX DISCLOSURES. THE OPEN FEDERAL TAX YEARS FOR THE UNIVERSITY ARE GENERALLY TAX YEARS ENDED JUNE 30, 2013 THROUGH 2015 AND THE OPEN CALIFORNIA STATE TAX YEARS ARE GENERALLY TAX YEARS ENDED JUNE 30, 2013 THROUGH 2016. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE UNIVERSITY AT JUNE 30, 2015 AND 2016 AND MANAGEMENT DOES NOT ANTICIPATE A CHANGE IN UNCERTAIN TAX BENEFITS IN THE 12 MONTHS FOLLOWING JUNE 30, 2016.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Fundraising expense - 268874
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsStudent Aid - 43666452 Split Interest Agreement - 251052
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Fundraising Expense - 268874
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsStudent Aid - 43666452

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYBIOLA PUBLICIZES ITS RACIALLY NONDISCRIMINATION POLICY THROUGH ADVERTISEMENTS, BROADCASTS, AND MAILERS. IT IS ALSO INCLUDED ON THE UNIVERSITY'S WEBSITE, IN ITS CATALOG AND STUDENT HANDBOOK.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTBIOLA UNIVERSITY SERVES AS A CONDUIT TO RECEIVE AND DISBURSE STUDENT AID FUNDS FROM GOVERNMENTAL AGENCIES SUCH AS THE DEPARTMENT OF EDUCATION AND DEPARTMENT OF HEALTH AND HUMAN SERVICES UNDER THE FOLLOWING PROGRAMS: FEDERAL ACADEMIC COMPETITIVENESS GRANT PROGRAM, FEDERAL PELL AWARD GRANT PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL NATIONAL SMART GRANT PROGRAM, FEDERAL NURSING STUDENT LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL WORK STUDY.
Schedule E, Part I, Line 5(d) DISCRIMINATION BY RACEBIOLA DOES NOT DISCRIMINATE WITH REGARD TO RACE IN THE AWARDING OF ANY INSTITUTIONALLY FUNDED SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE, HOWEVER, THE UNIVERSITY ASSISTS IN ADMINISTRATION OF A LIMITED NUMBER OF SMALL PRIVATELY DONATED SCHOLARSHIP FUNDS THAT (AMONG OTHER FACTORS) FAVOR MEMBERS OF ONE OR MORE RACIAL MINORITY GROUPS AND DO NOT SIGNIFICANTLY DEROGATE FROM THE UNIVERSITY'S RACIALLY NONDISCRIMINATION POLICY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)02Program ServicesSTUDY ABROAD$737,186
East Asia and the Pacific00Program ServicesSTUDY ABROAD$77,350
Russia and Neighboring States00Program ServicesSTUDY ABROAD$22,591
Sub-Saharan Africa00Program ServicesSTUDY ABROAD$54,502
South Asia00Program ServicesSTUDY ABROAD$65,349
Central America and the Caribbean00Program ServicesSTUDY ABROAD$58,271
East Asia and the Pacific01Program ServicesStudent Recruitment$37,660
Middle East and North Africa00Program ServicesStudy Aboard$95,770
Europe (Including Iceland and Greenland)00Program ServicesStudent Recruitment$1,846
Sub-Saharan Africa00Program ServicesStudent Recruitment$1,985
Central America and the Caribbean00InvestmentsOff Shore Funds$8,905,219
Europe (Including Iceland and Greenland)00,GrantsScholarships$158,515
Russia and Neighboring States00,GrantsScholarships$131,635
East Asia and the Pacific00,GrantsScholarships$109,336
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$10,457,215SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,457,215TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Purpose Of GrantHumanitarianPurposeOfGrantTxt
Cash Grant$20,067CashGrantAmt
Manner Of Cash DisbursementCashMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPS/STUDENT AIDEurope (Including Iceland and Greenland)32$158,515Student Account
SCHOLARSHIPS/STUDENT AIDRussia and Neighboring States36$131,635Student Account
SCHOLARSHIPS/STUDENT AIDEast Asia and the Pacific38$109,336Student Account
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Grant MakersFinancial Aid or Assistance from Governmental Agency The procedures for monitoring the use of scholarships grant funds outside the United States are consistent with the procedures used for monitoring all student scholarships made by the University
Schedule F, Part III(c) Number of RecipientsTHE NUMBER OF RECIPIENTS REPORTED IN PART III IS THE ACTUAL NUMBER OF SCHOLARSHIP RECIPIENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1FULCRUM PHILANTHROPYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115707 COIT ROAD STE C PMB 166AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75248ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$121,220RetainedByContractorAmt
Net To Organization-$121,220NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$121,220TotalRetainedByContractorsAmt
Total Net To Organization-$121,220TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Campaign TourEvent1Nm
Gross Receipts Event1$217,197GrossReceiptsEvent1Amt
Charitable Contri Event1$211,773CharitableContriEvent1Amt
Gross Revenue Event1$5,424GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,235NonCashPrizesEvent1Amt
Rent Facility Costs Event1$63,523RentFacilityCostsEvent1Amt
Food And Beverage Event1$39,425FoodAndBeverageEvent1Amt
Entertainment Event1$3,510EntertainmentEvent1Amt
Other Direct Expenses Event1$112,732OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$70,452GrossReceiptsEvent2Amt
Charitable Contri Event2$39,424CharitableContriEvent2Amt
Gross Revenue Event2$31,028GrossRevenueEvent2Amt
Non Cash Prizes Event2$13,700NonCashPrizesEvent2Amt
Rent Facility Costs Event2$19,496RentFacilityCostsEvent2Amt
Food And Beverage Event2$761FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,507OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$47,595GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$23,006CharitableContriOtherEventsAmt
Gross Revenue Other Events$24,589GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$5,330RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$4,184FoodAndBeverageOtherEventsAmt
Entertainment Other Events$850EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$1,621OthDirectExpnssOtherEventsAmt
Gross Receipts Total$335,244GrossReceiptsTotalAmt
Charitable Contributions Tot$274,203CharitableContributionsTotAmt
Gross Revenue Total Events$61,041GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$14,935NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$88,349RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$44,370FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,360EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$116,860OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$268,874DirectExpenseSummaryEventsAmt
Net Income Summary-$207,833NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b Highest Paid FundraisersFormAndLineReferenceDesc
ExplanationFulcrum Philanthropy primarily helps individuals with Estate Planning. This company connects individuals with Universities, like Biola, to assist them incorporating donations to the University in their estate plans. Fulcrum Philanthropy typically does not generate current gifts, rather the university benefits long term as trusts and wills mature.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT SCHOLARSHIPSGrantTypeTxt
Recipient4984RecipientCnt
Cash Grant$43,246,899CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationBIOLA UNIVERSITY AWARDS BOTH MERIT AND NEED-BASED SCHOLARSHIPS TO STUDENTS AT THE GRADUATE AND UNDERGRADUATE LEVELS. MERIT AWARDS ARE BASED ON ELIGIBILITY CRITERIA SUCH AS ACADEMIC, ATHLETIC, AND MUSIC ABILITIES. THESE TYPICALLY HAVE ACADEMIC OR PARTICIPATION REQUIREMENTS FOR RENEWAL. CONTINUED ELIGIBILITY BASED ON STATED REQUIREMENTS IS MONITORED BY THE FINANCIAL AID OFFICE OR BY THE OFFICE THAT MAKES THE AWARDS. NEED-BASED AWARDS ARE TYPICALLY AWARDED BASED ON SPECIFIC FORMULAS THAT ARE BASED ON AN INSTITUTIONAL OR FEDERAL COST AMOUNT COMBINED WITH THE FEDERAL EFC DETERMINED BY THE FAFSA. CONTINUED ELIGIBILITY IS NORMALLY CONTINGENT ON ONGOING NEED IN SUBSEQUENT YEARS. MOST OF THE GRANTS AND SCHOLARSHIPS AWARDED BY BIOLA ARE FUNDED FROM GENERAL FUNDS; HOWEVER, A PORTION ARE FUNDED FROM RESTRICTED FUNDS THAT HAVE BEEN PROVIDED BY DONORS, AND ARE AWARDED BASED ON THE ELIGIBILITY CRITERIA ESTABLISHED BY THE DONORS. SOME OF THESE FUNDS ARE AWARDED BY VARIOUS CAMPUS DEPARTMENTS, AND SOME THROUGH AN APPLICATION PROCESS ADMINISTERED BY THE FINANCIAL AID OFFICE. THE FINANCIAL AID OFFICE WORKS CLOSELY WITH ACCOUNTING AND FINANCE OFFICES TO MONITOR AVAILABILITY OF FUNDS FROM BOTH THE GENERAL FUND AND RESTRICTED FUND ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BARRY COREY
President$438,654$0$30,000$0$1,242$0$21,000$0$67,942$0$558,838$0$0$0
DAVID KOONTZ
ASSISTANT SECRETARY$148,701$0$0$0$537$0$11,646$0$13,980$0$174,864$0$0$0
GREGORY VAUGHAN
VP ENROLLMENT MANAGEMENT$181,749$0$0$0$1,111$0$14,808$0$19,695$0$217,363$0$0$0
ADAM MORRIS
VP ADVANCEMENT$206,082$0$0$0$301$0$17,016$0$108,654$0$332,053$0$0$0
MICHAEL PIERCE
Secretary$239,821$0$0$0$535$0$19,176$0$53,144$0$312,676$0$0$0
SANDRA WEAVER
ASSISTANT SECRETARY$147,477$0$0$0$832$0$11,952$0$9,319$0$169,580$0$0$0
GREG BALSANO
VP OF UNIVERSITY SERVICES$197,928$0$0$0$2,339$0$15,888$0$15,050$0$231,205$0$0$0
Lee J Wilhite
VP UMC$198,099$0$0$0$234$0$1,167$0$10,038$0$209,538$0$0$0
Deborah Taylor
Senior Vice President and Provost$150,592$0$0$0$872$0$12,379$0$17,979$0$181,822$0$0$0
David Nystrom
Provost$237,828$0$0$0$37,735$0$18,040$0$19,695$0$313,298$0$0$0
Peter C Hill
PROFESSOR$225,728$0$0$0$642$0$9,620$0$7,166$0$243,156$0$0$0
Christoper Grace
Professor$196,400$0$0$0$356$0$13,888$0$22,232$0$232,876$0$0$0
SCOTT RAE
PROFESSOR$181,011$0$0$0$644$0$11,060$0$23,997$0$216,712$0$0$0
JERRY MACKEY
CORPORATE LEGAL$167,479$0$0$0$1,014$0$12,110$0$19,359$0$199,962$0$0$0
Richard E Bee
Senior Director of Alumni and Parents$208,244$0$0$0$2,339$0$12,389$0$8,639$0$231,611$0$0$0
David Nystrom
Provost$0$0$0$0$275,563$0$0$0$0$0$275,563$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsSPOUSES OF LISTED PERSONS OCCASIONALLY TRAVEL ON BUSINESS TRIPS WHERE THERE IS A UNIVERSITY INTEREST IN THEIR PARTICIPATION IN UNIVERSITY ACTIVITIES. WHERE A BONA FIDE PURPOSE IS ABSENT, THE TRAVEL COSTS ARE REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsON OCCASION THE PRESIDENT IS REIMBURSED FOR HOUSE-CLEANING SERVICES IN CONJUNCTION WITH UNIVERSITY EVENTS HELD IN HIS PERSONAL RESIDENT WHEN THE PRESIDENT AND HIS WIFE ARE ON UNIVERSITY BUSINESS. THIS REIMBURSEMENT IS TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT AND APPEARS ON THE PRESIDENT'S W-2. THE AMOUNTS PAID ARE GROSSED UP TO PROVIDE FOR TAXES INCURRED ON THESE PAYMENTS.
Schedule J, Part I, Line 1a Housing allowance or residence for personal usePer direction from the Board of Trustees and in accordance with IRC Section 119, the University designated a portion of the President's compensation as a minister's housing allowance.
Schedule J, Part I, Line 1a Personal servicesON OCCASION THE PRESIDENT IS REIMBURSED FOR HOUSE-CLEANING SERVICES IN CONJUNCTION WITH UNIVERSITY EVENTS HELD IN HIS PERSONAL RESIDENT WHILE THE PRESIDENT AND HIS WIFE ARE ON UNIVERSITY BUSINESS. THIS REIMBURSEMENT IS TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT AND APPEARS ON THE PRESIDENT'S W-2. THE AMOUNTS PAID ARE GROSSED UP TO PROVIDE FOR TAXES INCURRED ON THESE PAYMENTS.
Schedule J, Part I, Line 4a Severance or change-of-control paymentDavid Nystrom was granted a terminal sabbatical from August 1, 2015 to June 30, 2016 with full salary and benefits. In additional to full salary on August 1, 2015 and June 30, 2016 he was given an additional consideration of $10,000. David Nystrom signed a general release of liability and a later supplemental release to receive the payments on August 1, 2015 and June 30, 2016.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CA MUNICIPAL FINANCE AUTHORITY
A20156346613048TCU52008-03-13$94,006,015REFUND OF 2002 BOND & RESERVE FUNDfalsefalsefalse
CA Municipal Finance Authority
B20156346613048TPZO2013-04-25$40,189,220Construction of building and parking structurefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$94,006,015$10,473,430$0$0$1,806,049$0$3,094,380$0$79,711,736$02008Yes (true)falseYes (true)Yes (true)
B$0$0$40,269,015$3,693,060$0$488,400$0$0$35,051,684$0$1,035,871falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)false0.00150.00110.0026falsefalseYes (true)
BfalseYes (true)falsefalse0.00.00010.0001falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 2c No RebateArbitrage calculation for 2008 bond issues performed April 22, 2013
Schedule K, Part II, Line 4 Column AGross proceeds in reserve fund includes earnings, therefore, it is larger than the amount originally funded.
Schedule K, Part VI Schedule K, Part II Line 3 column BProceeds include investment proceeds during the project period. There fore total proceeds do not equal issue price.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
BARRY H COREY
PRESIDENTHOUSING ASSISTANCEYes (X)$1,097,656$792,968falseYes (true)Yes (true)
MICHAEL A PIERCE
SECRETARY-TRESUERHOUSING ASSISTANCEYes (X)$50,000$32,750falseYes (true)Yes (true)
DAVID NYSTROM
FORMER PROVOSTHOUSING ASSISTANCEYes (X)$105,816$77,851falseYes (true)Yes (true)
DAVID D KOONTZ
ASSISTANT SECRETARYHOUSING ASSISTANCEYes (X)$50,000$37,786falseYes (true)Yes (true)
Lee Wilhite
Vice President UCMHousing AssistanceYes (X)$50,000$45,685falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$987,040TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$151,172CashGrantAmt
Type Of AssistanceTuition RemissionTypeOfAssistanceTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Campus Loft
Corporation substantial own by and officer of the University.$210,998Equipment Purchasesfalse
Michelle A Pierce
Daughter-in-Law of Michael A. Pierce Secertary of the Board$40,000Employmentfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV Equipment PurchasesFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY PURCHASED HOUSING FURNITURE FROM A BUSINESS IN WHICH ADAM MORRIS HAS A FINANCIAL INTEREST. THE UNIVERSITY BELIEVES THE PRODUCTS ARE THE BEST AVAILABLE VALUE.ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$27,114NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$2,746NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6362ContributionCnt
Noncash Contributions Rpt F990$269,909NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment2390$215,857Market value
Yes (X)Gift Certificates144$30,502Market value
Yes (X)Miscellaneous457$10,616Market value
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsFormAndLineReferenceDesc
ExplanationBiola contracts with Cars2Charities to receive and sell vehicle donations.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 22,343,247 including grants of $ 5,966,832)(Revenue $ 26,369,672) OTHER PROGRAM SERVICES: Christian Apologetics: This specialized graduate program (Master of Arts in Christian Apologetics) is an interdisciplinary degree that educates students to articulate and defend the great truths of the historic Christian faith from the standpoint of philosophy, history, Biblical studies, theology, and cultural studies. The Christian Apologetics department also offers special learning program and lectures for the public and churches, as well as a certificate program in the defense of the faith for lay people. Science and Religion: The Masters of Arts Degree in Science and Religion is designed to provide individuals with the essential background in theology, history, and philosophy necessary to integrate evangelical Christianity with modern science. The master's program relates to Christianity and the sciences are designed for Christian students who have basic training in a natural science. This program also offers advanced seminars that focus on current theological issues within specific scientific disciplines. COOK SCHOOL OF INTERCULTURAL STUDIES The primary objective of the Cook School of Intercultural Studies arises from the mandate given by the Lord Jesus Christ to make disciples of every nation based on an understanding of both human beings and culture. The CSICS strives to enable students to demonstrate knowledge and an understanding of human beings within their cultural setting. We further strive to enable students to demonstrate a knowledge and understanding of the theological, historical, sociological anthropological and linguistic issues associated with the cross-cultural communication of the gospel through a broad range of professions and vocations. It is the desire of the faculty that each student in the program will find in their particular career choice the means to effective cross-cultural personal ministry and evangelism. In the undergraduate departments students are exposed to the foundational concepts within anthropology, cross-cultural engagement, cultural diversity, cross-cultural communication, and theologizing within cultural contexts. Students work closely with their advisors to build a program according to their career objectives. They are encouraged to choose specific concentrations that provide the skills for their chosen careers, or in combination with other disciplines in the university to combine their cross-cultural skills with preparation in bicultural education, cross-cultural media communication, social work, cross-cultural counseling, international relations or international business administration. In the graduate departments students engage in a deeper level of critical analysis of theories and practices associated with global issues, the internationalization of the Christian faith, the study of cultures and culture change, and the formation of pedagogical concepts and practices appropriate to cross-cultural educational theory and practice. A unique feature of the graduate studies degrees is the use of blended delivery systems that allow students who are currently in working careers to pursue their degrees while still remaining in their careers. THE SCHOOL OF EDUCATION: The School of Education serves a diverse student body, consisting of more than 500 students: 300 undergraduate students (240 Liberal Studies majors and approximately 160 Single Subject majors) and 210 graduate students. Our full-time faculty is comprised of outstanding professionals with decades of combined experience in classroom and administrative settings. At the undergraduate level, the School of Education is home to the Liberal Studies major, which consistently ranks among the five most popular undergraduate majors at Biola. At the graduate level, the School of Education offers the Master of Arts in Teaching (M.A.T.) and Master of Arts in Education (M.A.Ed.) Programs and can be taken in person, online, or in combination and can be tailored to meet the individual interests of new and experienced teachers alike. In 2017, we will also launch two new online graduate programs: the M.S. in Special Education and the M.S. in Curriculum, Instruction, and Publication. Our state-accredited teacher preparation program offers teaching credentials (multiple subject; single subject; and education specialist, mild/moderate) at both the graduate and undergraduate levels. We also offer the Clear Credential at the graduate level and five levels of Early Childhood permits at the undergraduate and graduate level. All credential and permit programs are accredited by the California Commission on Teacher Credentialing. Crowell School of Business The Crowell School of Business prepares students academically with a foundational business education while nurturing their Christian commitment through solid biblical integration in courses and contact with faculty and staff. The mission of the Crowell School of Business is to equip students to develop a biblical worldview so as to see business as ministry: * To prepare students for excellence and leadership in their career. * To be strong in mind and character, and mature in faith so that they will make an impact for God in this time and place. * To develop a student's God-given talents and pursue excellence by maintaining high expectations and proficiency in their unique field of interest. Biola University, through its Crowell School of Business, is nationally accredited by the Association of Collegiate Business Schools and Programs to offer a Bachelor of Science in Business Administration degree with concentrations in the following: Business Analytics, International Business, Management, Marketing and Marketing-Management. In 2015, the Crowell School of Business introduced a Bachelor of Business Administration in accounting degree. Each program is structured to give the student broad understanding of the social and economic environment in which Christian business persons function, and provides a common body of knowledge for students who elect this major. Students study economics, finance, management, business law, accounting, and marketing as the core of the major based upon quantitative management skills. The five individual concentrations prepare students through additional specified courses to enter a career field in those areas, or to select a graduate school upon graduation. It is the purpose of the Crowell School of Business to prepare highly skilled, technically competent business persons who have broad preparation in the liberal arts as well, and who can make significant contributions in the workplace or in Christian organizations they may serve. The mission of the Biola MBA Program is to provide advanced business study, integrating biblically based teaching to train and equip business professionals and developing faith, character, and an entrepreneurial spirit to produce Christ-centered men and women to impact their workplace. Building from that heritage, the Biola MBA is a rigorous and broadly based advanced business study. Its hallmark is a passion for creativity, vision, innovative problem solving, and the highest of ethical standards. You will be taught by carefully selected faculty who know first-hand the rigors of 21st century commerce. They are ready to equip and prepare you to impact and transform today's marketplace. New Flex MBA Program The Flex MBA program allows students to customize their MBA experience. An MBA student may take a part-time or a full-time academic load. Applicants have the option to choose to attend full-time if starting in the fall, or may choose to enroll part-time in a fall or spring start. The Crowell School of Business MPAcc program is a 33-unit program (for accounting undergraduates) specifically designed to meet state-established academic requirements for becoming a certified public accountant (CPA). We also offer a part-time and full -time option. We provide leveling courses for students that do not have a business or accounting back-ground. Interterm Session To facilitate the completion of graduation and also to allow exposure to creative learning and to enrich students' academic programs, the University provides an Interterm program in January. A selected array of general education, Bible, electives and graduate courses is offered. Students may enrich their course of study and reduce the overall time to completion or decrease their regular course load by careful selection of Interterm courses. Certain courses or workshops may be offered during Interterm that is not listed in the catalog. Courses may be innovative or the content may be in response to specialized needs or current topics. Opportunities to participate in travel and other non-traditional courses are also offered by various departments through the office of Cross-Cultural Engagement, which organizes Biola Study Tours.
Form 990, Part VI, Line 15 DETERMINING COMPENSATIONTHE COMMITTEE ON THE PRESIDENT TO THE BOARD OF TRUSTEES SERVES AS THE UNIVERSITY'S COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND THE CRITERIA TO BE USED IN DETERMINING MERIT INCREASES CRITERIA FOR THE PRESIDENT (CEO) AND THE VICE PRESIDENTS. THE FULL BOARD REVIEWS AND VALIDATES THESE COMPENSATION ARRANGEMENTS.
Form 990, Part VI, Line 13 Whistleblower policyBiola's Board of Trustee approved a Whistleblower Policy on September 11, 2015 and the hotline went live on February 11, 2016.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeExecutive Committee: The Board of Trustees shall appoint a permanent Committee Executive composed of the Chair, Vice-Chair and President, as ex-officio members and three or more At-Large Trustees. The Executive Committee shall have the authority to act for the Board.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE ORGANIZATION'S SENIOR DIRECTOR OF FINANCIAL MANAGEMENT AND REPORTING WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN. THE FINAL DRAFT OF FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. BIOLA POSTS FORM 990, EXCLUDING SCHEDULE B, PRIOR TO FILING, ON A SECURE WEB SITE AND INFORMS THE BOARD OF TRUSTEES THAT IT IS AVAILABLE FOR THEIR REVIEW.
Form 990, Part VI, Line 12c Conflict of interest policyTHE DIRECTOR OF HUMAN RESOURCES, IN CONJUNCTION WITH THE CHIEF FINANCIAL OFFICER, IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I .E. BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES, IF ANY).
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Independent Board of Trustees reviews and determines annually the compensation for the President. Comparably data from Association of Independent California Colleges and Universities is used in this analysis. The deliberation and decision are documented in the Board's minutes.
Form 990, Part VI, Line 19 Required documents available to the publicWHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE ON THE UNIVERSITY'S WEBSITE AT WWW.BIOLA.EDU. THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in Split Interest Agreements - -251052; Asset Retirement Obligation - -77847;
Form 990, Part III, Line 4D Description of Other Program ServicesSummer Session Summer Session provides students with the opportunity for a greater degree of flexibility in planning their total program. Students may enrich their course of study and reduce the overall time to completion or decrease their regular course load by careful selection of Summer Session courses. Visiting students find it refreshing to study in a different atmosphere and perhaps a different locale, and entering students find it helpful in gaining advanced standing. Courses may be applied to both the degree and the teaching credential programs. Instruction is offered in standard courses by the Biola faculty and capable visiting professors. Certain courses or workshops may be offered during Summer Session that are not listed in this catalog. These may be innovative courses created in response to current topics or specialized needs.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS (17)
13800 Biola AveLa MiradaCA90639PERSONAL ESTATECANATrustfalse
LIVING TRUST (4)
13800 Biola AvenueLa MiradaCA90639LIVING TRUSTCANATrustfalse
CHARITABLE REMAINDER ANNUITY TRUST (2)
13800 Biola AvenueLa MiradaCA90639PERSONAL ESTATECANATrustfalse
MEDICAL TRUST (1)
13800 Biola AvenueLa MiradaCA90639PERSONAL ESTATECANATrustfalse