MOUNT SAINT MARYS UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT SAINT MARYS UNIVERSITY (EIN 95-1641455)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-12
- IRS object ID
- 201741029349300734
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-12T13:19:41-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 951641455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Saint Mary's University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 3109544040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 Chalon Rd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris K Mcalary | PersonNm |
| Person Title | VP Administration and Finance | PersonTitleTxt |
| Phone | 3109544040 | PhoneNum |
| Signature | 2017-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy E Marine CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | 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 | Ann Mcelaney-Johnson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 Chalon Rd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $145,087,311 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSMU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MOUNT SAINT MARY'S UNIVERSITY IS A CALIFORNIA NONPROFIT PUBLIC BENEFITS CORPORATION FOUNDED BY THE SISTERS OF ST. JOSEPH OF CARONDELET (PROVINCIALATE), A RELIGIOUS COMMUNITY OF THE ROMAN CATHOLIC CHURCH. THE UNIVERSITY WAS FOUNDED IN 1925 BY THE SISTERS OF ST. JOSEPH AND HAS OPERATED CONTINOUSLY SINCE THAT DATE. THE OBJECTIVE OF MOUNT SAINT MARY'S UNIVERSITY AS A NONPROFIT EDUCATIONAL INSTITUTION IS SERVICE. THE UNIVERSITY HAS DEVOTED ITSELF TO EXCELLENCE IN LIBERAL ARTS AND SCIENCES AND GRANTS DEGREES IN ASSOCIATE, BACCALAUREATE, MASTERS, AND DOCTORATE PROGRAMS, WITH A SPECIAL FOCUS ON THE EDUCATION OF WOMEN FOR LEADERSHIP POSITIONS IN OUR SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 2073 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | -$297,036 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$310,366 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,999,749 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,542,054 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $99,478,870 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,038,137 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,787,996 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,073,912 | CYInvestmentIncomeAmt |
| PY Other Revenue | $542,138 | PYOtherRevenueAmt |
| CY Other Revenue | $955,927 | CYOtherRevenueAmt |
| PY Total Revenue | $124,808,753 | PYTotalRevenueAmt |
| CY Total Revenue | $121,610,030 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,645,928 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,058,027 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,095,121 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,556,438 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $36,358 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $42,385 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,141,545 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,386,610 | PYOtherExpensesAmt |
| CY Other Expenses | $34,082,231 | CYOtherExpensesAmt |
| PY Total Expenses | $110,164,017 | PYTotalExpensesAmt |
| CY Total Expenses | $117,739,081 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,644,736 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,870,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $242,948,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,854,548 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,701,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,600,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $226,246,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $222,254,226 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MOUNT SAINT MARY'S UNIVERSITY OFFFERS A DYNAMIC LEARNING EXPERIENCE IN THE LIBERAL ARTS AND SCIENCES TO A DIVERSE STUDENT BODY. AS A CATHOLIC UNIVERSITY PRIMARILY FOR WOMEN, WE ARE DEDICATED TO PROVIDING A SUPERIOR EDUCATION ENHANCED BY AN EMPHASIS ON BUILDING LEADERSHIP SKILLS AND FOSTERING A SPIRIT TO SERVE OTHERS. OUR MEASURE OF SUCCESS IS GRADUATES WHO ARE COMMITTED TO USING THEIR KNOWLEDGE AND SKILLS TO BETTER THEMSELVES, THEIR ENVIRONMENTS, AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $93,173,819 | ExpenseAmt |
| Grant | $31,058,027 | GrantAmt |
| Revenue | $96,565,418 | RevenueAmt |
| Desc | INSTRUCTION: MOUNT ST. MARY'S UNIVERSITY PROVIDES VALUES-BASED TRADITIONAL UNDERGRADUATE EDUCATION FOR WOMEN, AS WELL AS INNOVATIVE NON-TRADITIONAL UNDERGRADUATE AND GRADUATE EDUCATIONAL PROGRAMS FOR WOMEN AND MEN. THE UNIVERSITY'S ACADEMIC PROGRAMS PLACE A STRONG EMPHASIS ON SOCIAL AND ETHICAL VALUES CONSISTENT WITH A VIEW OF COMPASSIONATE COMMUNITY INVOLVEMENT. SINCE ITS INCEPTION, THE UNIVERSITY HAS GRANTED MORE THAN 22,452 DEGREES. DURING THE FISCAL YEAR ENDED JUNE 30, 2016, THE UNIVERSITY ENROLLED APPROXIMATELY 1,940 FULL-TIME EQUIVALENT (FTE) TRADITIONAL UNDERGRADUATE STUDENTS; 620 FTE NON-TRADITIONAL UNDERGRADUATE STUDENTS; AND 710 FTE GRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,604,723 | ExpenseAmt |
| Revenue | $9,014,583 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: MOUNT ST. MARY'S UNIVERSITY AUXILIARY ENTERPRISES ARE COMPRISED OF RESIDENCE AND DINING HALLS, AND PARKING FACILITIES. DURING THE FISCAL YEAR ENDED JUNE 30, 2016, RESIDENCE HALL OCCUPATION WAS APPROXIMATELY 592 UNDERGRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $925,946 | ExpenseAmt |
| Revenue | $458,136 | RevenueAmt |
| Desc | Mount Saint Mary's University and the Geena Davis Institute on Gender in Media (Institute) have established a long-term strategic alliance that creates new research, education and advocacy programs under Mount Saint Mary's University. Founded in 2004 by academy award winning actor and advocate Geena Davis, the Institute and its programming arm, See Jane, is the only research-based organization working within the media and entertainment industry to engage, educate, and influence the need for gender balance, reducing stereotyping and creating a wide variety of female characters for entertainment targeting children 11 years old and under. The Institute has amassed the largest body of research on gender prevalence in entertainment spanning 20 years. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $100,704,488 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 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 | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 312 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2073 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Loccisano | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3109544040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 CHALON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JUDITH R MCDONALD | |||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN ARCHAMBAULT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH BURSCHINGER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONSIGNOR CLEMENT J CONNOLLY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR ANNETTE DEBS CSJ | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIREEN FATEMI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY FREEMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN GEORGINO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIEL A GUTIERREZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH KEARNS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA SPILLANE LUECHTEFELD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN OTOMO-CORGEL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA GUTIERREZ OTT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN PAGE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH REED | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR MARY PATRICIA ROSHOLT CSJ | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SAX | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANNE SHIRLEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sr BARBARA ANNE STOWASSER CSJ | |||||||||
| VICE CHAIR | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAMBRIA TORTORELLI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GRACE KADNER WICKERSHAM | |||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sr SANDRA WILLIAMS CSJ | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN DUNCAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Iliana Hernandez | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Blumenthal | |||||||||
| trUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN MCELANEY-JOHNSON | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $311,390 | $0 | $132,895 | |||
| STEPHANIE CUBBA | |||||||||
| VP INSTITUTIONAL ADVACEMENt | 40.00 | 0.00 | Yes (X) | $226,994 | $0 | $28,617 | |||
| CHRISTOPHER MCALARY | |||||||||
| VP ADMIN AND FINANCE | 40.00 | 0.00 | Yes (X) | $226,242 | $0 | $34,525 | |||
| LAWRENCE SMITH | |||||||||
| VP STRATEGIC INITIATIVES | 40.00 | 0.00 | Yes (X) | $208,236 | $0 | $50,335 | |||
| JANE LINGUA | |||||||||
| VP STUDENT SERVICES | 40.00 | 0.00 | Yes (X) | $210,365 | $0 | $31,513 | |||
| Brian O'Rouke | |||||||||
| Dir Enrollment Mgmt | 40.00 | 0.00 | Yes (X) | $55,072 | $0 | $8,306 | |||
| George Arnold | |||||||||
| Provost | 40.00 | 0.00 | Yes (X) | $66,138 | $0 | $7,112 | |||
| HEATHER BROWN | |||||||||
| DIRECTOR OF INST RESEARCH | 40.00 | 0.00 | $163,281 | $0 | $27,081 | Yes (X) | |||
| DIANE VINES | |||||||||
| PROFESSOR | 40.00 | 0.00 | $147,037 | $0 | $14,914 | Yes (X) | |||
| Pamela Haldeman | |||||||||
| ProFESSOR | 40.00 | 0.00 | $160,806 | $0 | $21,449 | Yes (X) | |||
| Rick Torkelson | |||||||||
| Facilities Director | 40.00 | 0.00 | $144,574 | $0 | $28,721 | Yes (X) | |||
| lorraine frost | |||||||||
| chief information officer | 40.00 | 0.00 | $144,292 | $0 | $16,029 | Yes (X) | |||
| Wendy J Mccredie | |||||||||
| former PROVOST thru 6/30/15 | 40.00 | 0.00 | $117,492 | $0 | $25,664 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,181,919 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $427,161 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit Management Company | |||||
| 1200 Getty Center Tram 100 | Los Angeles | CA | 90049 | Restaurant Management | $2,442,026 |
| Ellucian company | |||||
| 13377 collection center dr | chicago | IL | 60693 | computer support | $1,168,024 |
| Universal Protection Service | |||||
| 3800 W 800th St Suite 1250 | Bloomington | MN | 55431 | Security | $998,112 |
| LPA Inc | |||||
| 5161 California Ave | Irvine | CA | 92617 | Architect | $969,365 |
| Dechert LLP | |||||
| 2929 arch street | Philadelphia | PA | 19104 | Legal | $670,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $80,000 | RelatedOrganizationsAmt |
| Government Grants | $3,565,704 | GovernmentGrantsAmt |
| All Other Contributions | $7,896,350 | AllOtherContributionsAmt |
| Noncash Contributions | $296,637 | NoncashContributionsAmt |
| Total Contributions | $11,542,054 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $96,565,418 | $96,565,418 |
| FOOD SERVICE | 721310 | $4,507,329 | $4,507,329 |
| HOUSING | 721310 | $4,151,709 | $4,151,709 |
| DA CAMERA SOCIETY | 611710 | $689,547 | $689,547 |
| FILM INCOME | 611710 | $100,517 | $100,517 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,617 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,038,137 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,004,330 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$297,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,301,366 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $388,264 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $271,571 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $116,693 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,693 | TotalRevenueColumnAmt |
| Exclusion | $116,693 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,275,292 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,205,710 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,069,582 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,069,582 | TotalRevenueColumnAmt |
| Exclusion | $1,069,582 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS Income | 611710 | $742,445 | $742,445 |
| ADMIN RECOVERY | 611710 | $96,789 | $96,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $839,234 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,610,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,038,137 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$297,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,326,875 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,058,027 | TotalAmt |
| Program Services | $31,058,027 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,537,375 | TotalAmt |
| Program Services | $723,618 | ProgramServicesAmt |
| Management And General | $581,950 | ManagementAndGeneralAmt |
| Fundraising | $231,807 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,068,683 | TotalAmt |
| Program Services | $34,834,055 | ProgramServicesAmt |
| Management And General | $4,221,333 | ManagementAndGeneralAmt |
| Fundraising | $1,013,295 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,958,137 | TotalAmt |
| Program Services | $2,335,973 | ProgramServicesAmt |
| Management And General | $522,907 | ManagementAndGeneralAmt |
| Fundraising | $99,257 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,064,552 | TotalAmt |
| Program Services | $3,999,360 | ProgramServicesAmt |
| Management And General | $895,256 | ManagementAndGeneralAmt |
| Fundraising | $169,936 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,927,691 | TotalAmt |
| Program Services | $2,311,930 | ProgramServicesAmt |
| Management And General | $517,525 | ManagementAndGeneralAmt |
| Fundraising | $98,236 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,414,075 | TotalAmt |
| Program Services | $3,585,732 | ProgramServicesAmt |
| Management And General | $1,687,171 | ManagementAndGeneralAmt |
| Fundraising | $141,172 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,113 | TotalAmt |
| Management And General | $694,113 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,602 | TotalAmt |
| Program Services | $8,175 | ProgramServicesAmt |
| Management And General | $128,427 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,385 | TotalAmt |
| Fundraising | $42,385 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,573 | TotalAmt |
| Management And General | $556,573 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,924,805 | TotalAmt |
| Program Services | $2,313,379 | ProgramServicesAmt |
| Management And General | $500,976 | ManagementAndGeneralAmt |
| Fundraising | $110,450 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,164,724 | TotalAmt |
| Program Services | $1,590,564 | ProgramServicesAmt |
| Management And General | $560,490 | ManagementAndGeneralAmt |
| Fundraising | $13,670 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,252,426 | TotalAmt |
| Program Services | $9,526,040 | ProgramServicesAmt |
| Management And General | $1,580,603 | ManagementAndGeneralAmt |
| Fundraising | $145,783 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519,729 | TotalAmt |
| Program Services | $1,140,603 | ProgramServicesAmt |
| Management And General | $369,132 | ManagementAndGeneralAmt |
| Fundraising | $9,994 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,677 | TotalAmt |
| Program Services | $1,406,182 | ProgramServicesAmt |
| Management And General | $160,495 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,597 | TotalAmt |
| Program Services | $614,638 | ProgramServicesAmt |
| Management And General | $184,849 | ManagementAndGeneralAmt |
| Fundraising | $49,110 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,924 | TotalAmt |
| Program Services | $238,075 | ProgramServicesAmt |
| Management And General | $30,326 | ManagementAndGeneralAmt |
| Fundraising | $15,523 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,833 | TotalAmt |
| Program Services | $141,783 | ProgramServicesAmt |
| Management And General | $9,050 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,482 | TotalAmt |
| Program Services | $172,248 | ProgramServicesAmt |
| Management And General | $45,234 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,857,296 | TotalAmt |
| Program Services | $3,625,858 | ProgramServicesAmt |
| Management And General | $231,438 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,467 | TotalAmt |
| Program Services | $568 | ProgramServicesAmt |
| Management And General | $349,899 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CANcellation costs | $946,214 | $946,214 | ||
| Building Maintenance | $898,180 | $71,234 | $826,946 | |
| Miscellaneous | $299,514 | $47,853 | $250,734 | $927 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,739,081 | TotalAmt |
| Program Services | $100,704,488 | ProgramServicesAmt |
| Management And General | $14,893,048 | ManagementAndGeneralAmt |
| Fundraising | $2,141,545 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,862 | BOYAmt |
| EOY | $9,677 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,251,182 | BOYAmt |
| EOY | $18,718,046 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,619,360 | BOYAmt |
| EOY | $11,692,828 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,270,705 | BOYAmt |
| EOY | $4,071,001 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,565,482 | BOYAmt |
| EOY | $5,272,395 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,747 | BOYAmt |
| EOY | $593,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,772,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,737,120 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,453,655 | BOYAmt |
| EOY | $72,034,880 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,253,120 | BOYAmt |
| EOY | $39,369,144 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,570,089 | BOYAmt |
| EOY | $84,758,211 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,357 | BOYAmt |
| EOY | $335,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,948,559 | BOYAmt |
| EOY | $236,854,548 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,252,171 | BOYAmt |
| EOY | $8,346,779 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,253 | BOYAmt |
| EOY | $537,881 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,009,365 | BOYAmt |
| EOY | $4,906,387 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,108 | BOYAmt |
| EOY | $809,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,701,897 | BOYAmt |
| EOY | $14,600,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,619,990 | BOYAmt |
| EOY | $122,349,090 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,903,513 | BOYAmt |
| EOY | $46,723,734 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,723,159 | BOYAmt |
| EOY | $53,181,402 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,246,662 | BOYAmt |
| EOY | $222,254,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,948,559 | BOYAmt |
| EOY | $236,854,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,870,949 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,823,039 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$40,346 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,458,028 | BeginningYearBalanceAmt |
| Contributions | $2,619,002 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,933,158 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,122,045 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $556,573 | AdministrativeExpensesAmt |
| End Year Balance | $122,465,254 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,590,736 | BeginningYearBalanceAmt |
| Contributions | $5,792,759 | ContributionsAmt |
| Investment Earnings Or Losses | $323,730 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,683,504 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $565,693 | AdministrativeExpensesAmt |
| End Year Balance | $129,458,028 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,548,818 | BeginningYearBalanceAmt |
| Contributions | $6,733,508 | ContributionsAmt |
| Investment Earnings Or Losses | $16,109,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,341,649 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $459,642 | AdministrativeExpensesAmt |
| End Year Balance | $127,590,736 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,710,678 | BeginningYearBalanceAmt |
| Contributions | $4,182,061 | ContributionsAmt |
| Investment Earnings Or Losses | $9,932,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,917,312 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $359,140 | AdministrativeExpensesAmt |
| End Year Balance | $108,548,818 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,825,249 | BeginningYearBalanceAmt |
| Contributions | $2,770,434 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,743,393 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,760,308 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $381,304 | AdministrativeExpensesAmt |
| End Year Balance | $97,710,678 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41820 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,256,363 | OtherCostOrOtherBasisAmt |
| Book Value | $10,256,363 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,436,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,102,245 | DepreciationAmt |
| Book Value | $58,334,237 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,327,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,913,243 | DepreciationAmt |
| Book Value | $2,414,685 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,751,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,721,632 | DepreciationAmt |
| Book Value | $1,029,595 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,034,880 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Commonfund PE Investments | $6,756,093 | F |
| Offshore Funds | $30,457,690 | F |
| Real Estate Investment Trusts | $880,218 | F |
| ANNUITY CONTRACTS | $588,812 | F |
| Mineral Rights | $660,299 | C |
| Partnership Investments | $45,415,099 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $84,758,211 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $480,246 |
| Asset Retirement Obligation | $329,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $809,275 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,208,038 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,823,039 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $231,225 | OtherRevenueAmt |
| Revenue Not Reported | -$7,591,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $89,799,852 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $556,573 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $31,253,605 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $31,810,178 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $121,610,030 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,200,474 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $271,571 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $271,571 | ExpensesNotReportedAmt |
| Expenses Subtotal | $85,928,903 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $556,573 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $31,253,605 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $31,810,178 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $117,739,081 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The Jose Drudis-Biada's artwork is located at various locations throughout the University for public display. |
| Part V, Line 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 40 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BOARD TO FUNCTION AS ENDOWMENTS. |
| Part X, Line 2: | The University follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the University for uncertain tax positions as of June 30, 2016 and 2015. The University's tax returns are subject to review and examination by federal and state authorities. |
| Part XI, Line 2d - Other Adjustments: | Rental Expense 271,571. Changes in Annuity Payable -40,346. |
| Part XI, Line 4b - Other Adjustments: | RECLASS OF FINANCIAL AID 31,058,027. Bad Debt Allowance Adjustment 170,449. Film Expense 25,129. |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSE 271,571. |
| Part XII, Line 4b - Other Adjustments: | RECLASS OF FINANCIAL AID 31,058,027. Bad Debt Allowance Adjustment 170,449. Film Expense 25,129. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | THE UNIVERSITY'S NONDISCRIMINATION POLICY IS CLEARLY STATED IN THE UNIVERSITY'S CATALOG and admission brochures, as well as the website and printed media provided to donors. |
| Schedule E, Part I, Line 6 | THE University RECEIVES SUPPORT FROM THE US GOVERNMENT IN CONNECTION WITH THE FEDERAL WORK-STUDY PROGRAM, PELL GRANT, and THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investment Activities | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $30,457,690 | RegionTotalExpendituresAmt |
| 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 | $30,457,690 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,457,690 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART IV, LINE 4: | THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. THE INVESTMENT PARTNERSHIPS HAVE PROPERLY FILED FORM 8621, OR THE UNDERLYING INVESTMENTS DID NOT GENERATE ANY UNRELATED BUSINESS INCOME. UNDER THESE FACTS, IT IS NOT NECESSARY FOR THE UNIVERSITY TO FILE AN ADDITIONAL 8621. |
| Schedule F, Part IV, Line 5: | THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN FOREIGN PARTNERSHIPS. HOWEVER, THE UNIVERSITY DOES NOT MEET THE FILING REQUIREMENTS OF FORM 8865 AS A RESULT. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ruffalo Noel Levitz | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 718 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503030718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | phone solicitation | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $85,497 | GrossReceiptsAmt |
| Retained By Contractor | $42,385 | RetainedByContractorAmt |
| Net To Organization | $43,112 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $85,497 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $42,385 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $43,112 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| College Funded Grants/Awards for Students | 2092 | $25,623,028 |
| College Funded Waivers/Discount for Students | 397 | $1,771,985 |
| Private Donations - Expendable for Students | 363 | $1,334,988 |
| Private Donations - Endowed for Students | 317 | $2,049,270 |
| Federal Funded Grants/Financial Aid for Students | 167 | $278,756 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Office of Student Financing is responsible for the monitoring of all student aid. All grant aid is applied directly to the student accounts. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN MCELANEY-JOHNSON | ||||||||||||||
| PRESIDENT | $285,950 | $0 | $0 | $0 | $25,440 | $0 | $26,500 | $0 | $106,395 | $0 | $444,285 | $0 | $0 | $0 |
| STEPHANIE CUBBA | ||||||||||||||
| VP INSTITUTIONAL ADVACEMENt | $225,124 | $0 | $0 | $0 | $1,870 | $0 | $22,789 | $0 | $5,828 | $0 | $255,611 | $0 | $0 | $0 |
| CHRISTOPHER MCALARY | ||||||||||||||
| VP ADMIN AND FINANCE | $222,793 | $0 | $0 | $0 | $3,449 | $0 | $22,787 | $0 | $11,738 | $0 | $260,767 | $0 | $0 | $0 |
| LAWRENCE SMITH | ||||||||||||||
| VP STRATEGIC INITIATIVES | $199,468 | $0 | $0 | $0 | $8,768 | $0 | $21,441 | $0 | $28,894 | $0 | $258,571 | $0 | $0 | $0 |
| JANE LINGUA | ||||||||||||||
| VP STUDENT SERVICES | $206,696 | $0 | $0 | $0 | $3,669 | $0 | $20,922 | $0 | $10,591 | $0 | $241,878 | $0 | $0 | $0 |
| HEATHER BROWN | ||||||||||||||
| DIRECTOR OF INST RESEARCH | $161,440 | $0 | $0 | $0 | $1,841 | $0 | $16,471 | $0 | $10,610 | $0 | $190,362 | $0 | $0 | $0 |
| DIANE VINES | ||||||||||||||
| PROFESSOR | $144,600 | $0 | $0 | $0 | $2,437 | $0 | $14,479 | $0 | $435 | $0 | $161,951 | $0 | $0 | $0 |
| Pamela Haldeman | ||||||||||||||
| ProFESSOR | $158,328 | $0 | $0 | $0 | $2,478 | $0 | $15,972 | $0 | $5,477 | $0 | $182,255 | $0 | $0 | $0 |
| Rick Torkelson | ||||||||||||||
| Facilities Director | $140,500 | $0 | $0 | $0 | $4,074 | $0 | $14,463 | $0 | $14,258 | $0 | $173,295 | $0 | $0 | $0 |
| lorraine frost | ||||||||||||||
| chief information officer | $143,171 | $0 | $0 | $0 | $1,121 | $0 | $14,444 | $0 | $1,585 | $0 | $160,321 | $0 | $0 | $0 |
| Wendy J Mccredie | ||||||||||||||
| former PROVOST thru 6/30/15 | $105,351 | $0 | $0 | $0 | $12,141 | $0 | $11,950 | $0 | $13,714 | $0 | $143,156 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The current fair rental value of the President's residence. SOCIAL CLUB DUES - USE OF FACILITIES FOR COLLEGE BUSINESS MEETINGS AND OTHER RELATED PURPOSES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $296,637 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | REPORTS THE NUMBER OF CONTRIBUTors |
| Part I, Line 32b: | THE UNIVERSITY USES CITY NATIONAL SECURITIES TO SELL DONATIONS OF PUBLICLY TRADED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | THE UNIVERSITY HAS BUSINESS RELATIONSHIPS WITH THE SISTERS OF ST. JOSEPH OF CARONDELET. FOUR OF THE UNIVERSITY'S BOARD MEMBERS ARE AFFILIATED WITH THIS ORGANIZATION: SISTER ANNETTE DEBS, SISTER MARY PATRICIA ROSHOLT, SISTER SANDRA WILLIAMS AND SISTER BARBARA ANNE STOWASSER ARE ON THE BOARD OF TRUSTEES AND BELONG TO THE SAME ORDER (SISTERS OF ST. JOSEPH OF CARONDELET). |
| Form 990, Part VI, Section A, line 6 | The membership of the Corporation shall consist of the Provincial Superior of the Los Angeles Province of the Roman Catholic Religious Congregation known as "Sisters of St. Joseph of Carondelet and four or more additional members of the Provincial Council of the Los Angeles Province of the Congregation as are appointed annually by the Provincial Council. |
| Form 990, Part VI, Section A, line 7a | The members have the right to appoint the Board of Trustees. |
| Form 990, Part VI, Section A, line 7b | The members have the right to approve the significant decisions made by the Board of Trustees at the annual meeting or special meeting. |
| Form 990, Part VI, Section B, line 11 | THE CHAIR OF THE AUDIT COMMITTEE REVIEWS THE DRAFT OF THE RETURN. AFTER THE REVIEW, THE DRAFT IS SUBMITTED TO THE FULL AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION. ONCE APPROVED, THE APPROVED DRAFT IS SUBMITTED TO THE BOARD FOR FINAL APPROVAL BEFORE FILING THE RETURN WITH THE IRS BEFORE THE DEADLINE. |
| Form 990, Part VI, Section B, line 12c | Each written conflict of interest policy is reviewed every year at the annual May Board Meeting by the Chair of the Board in conjunction with the President. |
| Form 990, Part VI, Section B, line 15 | The Board Chair reviews published data of similar institutions in terms of budget, endowment, location, and complexity of operations. The Board Chair gives her recommendation to the compensation committee who determines compensation. The President reviews published data of similar institutions in terms of budget, endowment, location, and complexity of operations. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and financial statements are available to appropriate parties upon request through reports or responses to questionnaires. |
| Form 990, Part XI, line 9: | Changes in Annuity Payable -40,346. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH OF CARONDELET | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11999 Chalon Road | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrust (1) | ||||
| Charitable Trust | CA | N/A | T | 0 |
| POOLED INCOME FUND (1) | ||||
| POOLED INVESTMENT FUND | CA | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SISTERS OF ST JOSEPH Of Carondelet | ||
| M | $217,482 | Contract |
| SISTERS OF ST JOSEPH Of Carondelet | ||
| C | $80,000 | Cash |
| SISTERS OF ST JOSEPH Of Carondelet | ||
| P | $500 | CASH |