INTERNATIONAL HOUSE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL HOUSE (EIN 94-1167403)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-15
- IRS object ID
- 201720469349301522
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-15T10:33:15-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941167403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 5106438315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947202320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS GIESECKE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5106438315 | PhoneNum |
| Signature | 2017-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRERNA JAGADA | PreparerPersonNm |
| PTIN | P01063809 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HANS GIESECKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947202320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,312,782 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://IHOUSE.BERKELEY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,904 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,221 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,906,590 | PYContributionsGrantsAmt |
| CY Contributions Grants | $900,781 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,210,716 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,688,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $929,423 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,108,932 | CYInvestmentIncomeAmt |
| PY Other Revenue | $490,508 | PYOtherRevenueAmt |
| CY Other Revenue | $654,199 | CYOtherRevenueAmt |
| PY Total Revenue | $15,537,237 | PYTotalRevenueAmt |
| CY Total Revenue | $18,352,159 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $603,717 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $931,402 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $473,625 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,575,572 | PYOtherExpensesAmt |
| CY Other Expenses | $15,034,271 | CYOtherExpensesAmt |
| PY Total Expenses | $19,179,289 | PYTotalExpensesAmt |
| CY Total Expenses | $15,965,673 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,642,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,386,486 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,179,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,212,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,146,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,967,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,033,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,245,592 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF INTERNATIONAL HOUSE IS TO FOSTER INTERCULTURAL RESPECT, UNDERSTANDING, LIFELONG FRIENDSHIPS AND LEADERSHIP SKILLS FOR THE PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,870,412 | ExpenseAmt |
| Grant | $931,402 | GrantAmt |
| Revenue | $13,355,932 | RevenueAmt |
| Desc | INTERNATIONAL HOUSE IS A MULTI-CULTURAL CAMPUS RESIDENT AND PROGRAM CENTER THAT PROVIDED ROOM AND BOARD FOR APPROXIMATELY 1,000 INDIVIDUALS; PROVIDED A SOCIAL ENVIRONMENT FOR STUDENTS FROM APPROXIMATELY 70 COUNTRIES WORLDWIDE; AND PROVIDED INTERCULTURAL PROGRAMS TO FURTHER INTERNATIONAL UNDERSTANDING. | Desc |
| Total Program Service Expenses | $13,870,412 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY SPILLER | PersonNm |
| Phone | 5106438315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947202320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NICHOLAS DIRKS | ||||||
| CHAIRMAN | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT WONG | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EUGENE YANO | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER ROBERTSON | ||||||
| VICE CHAIR EMERITUS | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOHN BRONSON | ||||||
| DEVELOPMENT CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| RICHARD DISHNICA | ||||||
| HOUSE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DUFFY | ||||||
| PROGRAMS CO-CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DIANE DWYER | ||||||
| TECHNOLOGY CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JAWAHAR GIDWANI | ||||||
| NOMINATIONS CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOAN KASK | ||||||
| BOARD MEMBER | 0.60 | Yes (X) | $0 | $0 | $0 | |
| KIT CHOY LOKE | ||||||
| AUDIT CHAIR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| SIMON LOWES | ||||||
| CO-CHAIR PROGRAMS | 0.80 | Yes (X) | $0 | $0 | $0 | |
| RICHARD PALMER | ||||||
| FINANCIAL AID CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FIONA M DOYLE | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JUDITH DUNBAR | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| ATEF ELTOUKHY | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| CHARLES FERGUSON | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA JANSSEN | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JANE KATSURA | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MILAN KAUR | ||||||
| BOARD MEMBER | 0.80 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MOUEN MAKOUA | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| RON SILVA | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| KWEI U | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TEJASH UNADKAT | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER ZAND | ||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |
| AVANTIKA SOOD | ||||||
| RESIDENT/STUDENT | 0.40 | Yes (X) | $0 | $0 | $0 | |
| ISABELLE CATAPANG | ||||||
| RESIDENT/STUDENT | 0.40 | Yes (X) | $0 | $0 | $0 | |
| FADI FRANCIS | ||||||
| RESIDENT/STUDENT | 0.40 | Yes (X) | $0 | $0 | $0 | |
| HANS GIESECKE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY SPILLER | ||||||
| CFO | 40.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE JOHNSTON | ||||||
| SECRETARY | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE REGENTS OF UC | |||||
| 140 UNIVERSITY HALL | BERKELEY | CA | 94720 | PAYROLL, UTILITIES, FACILITIES, ETC | $7,848,364 |
| PLANT CONSTRUCTION COMPANY | |||||
| 300 NEWHALL STREET | SAN FRANCISCO | CA | 94124 | CONTRACTOR/FACILITIES UPGRADES | $4,837,644 |
| EAST BAY RESTAURANT SUPP | |||||
| 49 FOUTH STREET | OAKLAND | CA | 94607 | KITCHEN EQUIPMENT/INSTALLATION | $1,432,407 |
| BON APPETIT | |||||
| 100 HAMILTON AVENUE SUITE 400 | PALO ALTO | CA | 94301 | FOOD FOR DINING AND CATERING | $1,253,640 |
| SYSCO FOOD SERVICES | |||||
| 5900 STEWART STREET | FREMONT | CA | 94538 | FOOD FOR DINING AND CATERING | $412,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $32,600 | FundraisingAmt |
| All Other Contributions | $868,181 | AllOtherContributionsAmt |
| Noncash Contributions | $16,221 | NoncashContributionsAmt |
| Total Contributions | $900,781 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT FEES | 611710 | $11,545,029 | $11,545,029 |
| OTHER FEES FOR SERVICES | 611710 | $1,128,335 | $1,128,335 |
| SOCIAL EVENT REVENUE | 900099 | $14,883 | $14,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,688,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,770 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$8,148 | UnrelatedBusinessRevenueAmt |
| Exclusion | $372,918 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $530,971 | RealAmt |
| Personal | $26,073 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $530,971 | RealAmt |
| Personal | $26,073 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $557,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $557,044 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,649,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,905,425 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,744,162 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,744,162 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,052 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,734,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,520 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,006 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,486 | TotalRevenueColumnAmt |
| Exclusion | -$13,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $127,833 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $17,192 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,641 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,641 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,352,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,355,932 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,904 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,093,542 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,061 | TotalAmt |
| Program Services | $515,061 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,341 | TotalAmt |
| Program Services | $416,341 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,757,021 | TotalAmt |
| Program Services | $5,718,623 | ProgramServicesAmt |
| Management And General | $670,074 | ManagementAndGeneralAmt |
| Fundraising | $368,324 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,590 | TotalAmt |
| Management And General | $54,579 | ManagementAndGeneralAmt |
| Fundraising | $10,011 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,248 | TotalAmt |
| Management And General | $179,248 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,500 | TotalAmt |
| Management And General | $127,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,975 | TotalAmt |
| Program Services | $669,525 | ProgramServicesAmt |
| Fundraising | $1,450 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,789 | TotalAmt |
| Program Services | $42,716 | ProgramServicesAmt |
| Management And General | $1,216 | ManagementAndGeneralAmt |
| Fundraising | $2,857 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,712 | TotalAmt |
| Program Services | $399,800 | ProgramServicesAmt |
| Management And General | $26,953 | ManagementAndGeneralAmt |
| Fundraising | $37,959 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,625 | TotalAmt |
| Program Services | $392,625 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,279 | TotalAmt |
| Program Services | $153,337 | ProgramServicesAmt |
| Management And General | $42,125 | ManagementAndGeneralAmt |
| Fundraising | $1,817 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,523 | TotalAmt |
| Program Services | $72,759 | ProgramServicesAmt |
| Management And General | $30,764 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES | $3,344,652 | $3,343,941 | $711 | $0 |
| FOOD AND PAPER | $1,584,087 | $1,584,019 | $68 | $0 |
| UC RECHARGE | $623,742 | $537,341 | $54,268 | $32,133 |
| FINANCIAL SERVICE CHARG | $291,065 | $2,095 | $286,678 | $2,292 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,463 | TotalAmt |
| Program Services | $22,229 | ProgramServicesAmt |
| Management And General | $147,452 | ManagementAndGeneralAmt |
| Fundraising | $16,782 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,965,673 | TotalAmt |
| Program Services | $13,870,412 | ProgramServicesAmt |
| Management And General | $1,621,636 | ManagementAndGeneralAmt |
| Fundraising | $473,625 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,160,870 | BOYAmt |
| EOY | $2,678,816 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,477 | BOYAmt |
| EOY | $76 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,721,793 | BOYAmt |
| EOY | $1,233,595 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,452 | BOYAmt |
| EOY | $110,966 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,961 | BOYAmt |
| EOY | $47,026 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,320 | BOYAmt |
| EOY | $127,362 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,243,668 | BOYAmt |
| EOY | $16,016,631 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,721,746 | BOYAmt |
| EOY | $11,998,156 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,462 | BOYAmt |
| EOY | $143 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,179,749 | BOYAmt |
| EOY | $32,212,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,411,120 | BOYAmt |
| EOY | $2,358,494 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,735,153 | BOYAmt |
| EOY | $1,977,751 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,749 | BOYAmt |
| EOY | $630,934 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,146,022 | BOYAmt |
| EOY | $4,967,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,132,327 | BOYAmt |
| EOY | $13,206,706 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,128,056 | BOYAmt |
| EOY | $5,135,556 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,773,344 | BOYAmt |
| EOY | $8,903,330 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,033,727 | BOYAmt |
| EOY | $27,245,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,179,749 | BOYAmt |
| EOY | $32,212,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,386,486 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,174,621 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $608,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $663,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,552,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,906,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $900,781 | CurrentTaxYearAmt |
| Total | $6,632,260 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,251,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,958,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,596,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,715,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,341,049 | CurrentTaxYearAmt |
| Total | $61,862,481 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,859,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,621,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,149,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,621,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,241,830 | CurrentTaxYearAmt |
| Total | $68,494,741 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $566,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,782 | CurrentTaxYearAmt |
| Total | $789,144 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $566,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,782 | CurrentTaxYearAmt |
| Total | $789,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $67,705,597 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $374,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $474,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $338,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,553 | CurrentTaxYearAmt |
| Total | $1,913,845 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $374,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $474,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $338,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,553 | CurrentTaxYearAmt |
| Total | $1,913,845 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,397 | CurrentTaxYearAmt |
| Total | $325,468 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,293,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,188,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,675,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,988,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,588,780 | CurrentTaxYearAmt |
| Total | $70,734,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95780 | PublicSupportPY509Pct |
| Investment Income CY | 0.02710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,032,118 | BeginningYearBalanceAmt |
| Contributions | $134,598 | ContributionsAmt |
| Investment Earnings Or Losses | -$84,352 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $462,524 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,226 | OtherExpendituresAmt |
| End Year Balance | $12,600,614 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,965,925 | BeginningYearBalanceAmt |
| Contributions | $39,234 | ContributionsAmt |
| Investment Earnings Or Losses | $450,783 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $423,824 | AdministrativeExpensesAmt |
| End Year Balance | $13,032,118 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,258,956 | BeginningYearBalanceAmt |
| Contributions | $283,666 | ContributionsAmt |
| Investment Earnings Or Losses | $1,722,739 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $299,436 | AdministrativeExpensesAmt |
| End Year Balance | $12,965,925 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,367,820 | BeginningYearBalanceAmt |
| Contributions | $105,127 | ContributionsAmt |
| Investment Earnings Or Losses | $1,062,706 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $224,697 | AdministrativeExpensesAmt |
| End Year Balance | $11,258,956 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,942,939 | BeginningYearBalanceAmt |
| Contributions | $16,866 | ContributionsAmt |
| Investment Earnings Or Losses | -$232,882 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $250,491 | OtherExpendituresAmt |
| Administrative Expenses | $108,612 | AdministrativeExpensesAmt |
| End Year Balance | $10,367,820 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.70700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUNDS HELD WITH UCBF | $6,363,074 | F |
| MAKENA ENDOWMENT PORTFOLIO | $5,635,082 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,998,156 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY ROOM DEPOSITS | Desc |
| Amt | $630,934 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $630,934 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,173,834 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,174,621 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $55,198 | OtherRevenueAmt |
| Revenue Not Reported | -$4,119,423 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,293,257 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $127,500 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $931,402 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,058,902 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,352,159 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,961,969 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $55,198 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $55,198 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,906,771 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $127,500 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $931,402 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,058,902 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,965,673 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO PROVIDE ROOM AND BOARD SCHOLARSHIPS TO RESIDENTS, AS WELL AS TO PROVIDE PROGRAMMING AND BUILDING IMPROVEMENTS TO MAKE THE RESIDENT'S STAY AS INTERESTING, COMFORTABLE AND PLEASANT AS POSSIBLE. |
| PART X, LINE 2: | INTERNATIONAL HOUSE APPLIES THE PROVISIONS SET FORTH IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC 740 TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE INTERNATIONAL HOUSE'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. MANAGEMENT BELIEVES THAT ITS TAX FILING POSITION WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILTY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT JUNE 30, 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 17,192. GALA EVENT EXPENSE NETTED AGAINST REVENUE 38,006. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST PROGRAM SERVICE REVENUE 641,114. RESIDENT ADVISOR COMPENSATION 290,288. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 17,192. GALA EVENT EXPENSE NETTED AGAINST REVENUE 38,006. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST PROGRAM SERVICE REVENUE 641,114. RESIDENT ADVISOR COMPENSATION 290,288. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $48,132 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $3,000 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $9,200 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $41,632 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $16,932 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $129,600 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $121,346 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | $46,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $416,341 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $416,341 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| ROOM AND BOARD GRANT | SOUTH ASIA | 13 | $48,132 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| ROOM AND BOARD GRANT | SOUTH AMERICA | 1 | $3,000 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| ROOM AND BOARD GRANT | RUSSIA AND NEIGHBORING STATES | 3 | $9,200 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| ROOM AND BOARD GRANT | NORTH AMERICA | 9 | $41,632 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| ROOM AND BOARD GRANT | MIDDLE EAST AND NORTH AFRICA | 1 | $16,932 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| SCHOLARSHIP/ROOM AND BOARD GRANT | EUROPE (INCLUDING ICELAND & GREENLAND) | 22 | $129,600 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| ROOM AND BOARD GRANT | EAST ASIA AND THE PACIFIC | 27 | $121,346 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| ROOM AND BOARD GRANT | SUB-SAHARAN AFRICA | 4 | $46,499 | DIRECTLY APPLIED TO ROOM/BOARD LIABILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR REQUIREMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $57,120 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,520 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $610 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $37,396 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $57,120 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,600 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,520 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $610 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,396 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,006 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,486 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS AND ROOM/BOARD DISCOUNTS | 35 | $224,773 |
| RESIDENT ASSISTANCE GRANTS | 31 | $290,288 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR REQUIREMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ALL EMPLOYEE SERVICES ARE PROVIDED BY THE UNIVERSITY OF CALIFORNIA (UC), AN UNRELATED ORGANIZATION THAT ACTS AS THE MANAGMENT COMPANY FOR INTERNATIONAL HOUSE. DURING FY 16 100+ UC EMPLOYEES WERE CURRENTLY ASSIGNED TO INTERNATIONAL HOUSE. INCLUDING THE EXECUTIVE DIRECTOR, CFO, AND SECRETARY. THESE EMPLOYEES OVERSEE THE OPERATIONS OF INTERNATIONAL HOUSE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE IN A CLOSED SESSION REVIEWED A COMPLETE COPY OF THE FORM 990. AFTER ANY CORRECTIONS/QUESTIONS ARE RESOLVED, THE FORM 990 EXCLUDING SCHEDULE B IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD. BOARD LEADERSHIP FELT SCHEDULE B WOULD CREATE DONOR PRIVACY AND SENSITIVITY CONCERNS. AFTER ALL CORRECTIONS/QUESTIONS ARE RESOLVED WITH THE BOARD, THE FORM 990 IS APPROVED AT A BOARD MEETING AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WE ASK ALL OFFICERS AND BOARD MEMBERS TO COMPLETE THE CONFLICT OF INTEREST FORM EVERY YEAR, AND THEN FOLLOW UP ON ANY QUESTIONS/EXCEPTIONS. ALL COMPLETED POLICY QUESTIONNAIRES ARE REVIEWED BY THE NOMINATIONS COMMITTEE OF THE BOARD FOR THE EXISTANCE OF A POTENTIAL CONFLICT OF INTEREST. ONCE THE SECRETARY OF THE CORPORATION HAS RECEIVED THE DOCUMENTS AND NOTES ANY COMMENT, THE BOARD TAKES ACTION ON ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, A SPECIAL PURPOSE GOVERNMENT ENTITY OF CALIFORNIA. ALL COMPENSATION IS SET BY THE BANDS AND LEVELS OF THE UNIVERSITY COMPENSATION SYSTEM AND ANY RAISES OR BENEFITS ARE DETERMINED BY THE UNIVERSITY AS WELL. COMPENSATION IS LINKED TO THE BAND/LEVEL THAT IS MAPPED TO THE JOB DESCRIPTION AND DETERMINED, APPROVED AND RECORDED BY THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE ON THE WEBSITE MAINTAINED BY THE UNIVERSITY OF CALIFORNIA, BERKELEY. |
| FORM 990, PART VII, SECTION A, LINE 1A | ALL EMPLOYEE SERVICES ARE PROVIDED BY THE UNIVERSITY OF CALIFORNIA (UC), AN UNRELATED ORGANIZATION. DURING FY 16 100+ UC EMPLOYEES WERE CURRENTLY ASSIGNED TO INTERNATIONAL HOUSE, INCLUDING THE EXECUTIVE DIRECTOR, CFO, AND SECRETARY. COMPENSATION DETAILS OF ALL UC EMPLOYEES, INCLUDING HANS GIESECKE, EXECUTIVE DIRECTOR, SHIRLEY SPILLER, CFO, AND BONNIE JOHNSTON, SECRETARY ARE AVAILABLE AT HTTPS://UCANNUALWAGE.UCOP.EDU/WAGE/. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT MAKE ANY CHANGES TO THE OVERSIGHT PROCESS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (1) | |||||
| INVESTMENTS | CA | INTERNATIONAL HOUSE | T | 1.00000 | Yes (1) |
| POOLED INCOME FUND (1) | |||||
| INVESTMENTS | CA | INTERNATIONAL HOUSE | T | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |