UNIVERSITY OF LA VERNE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LA VERNE (EIN 95-1644026)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201531329349304468
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T17:19:40-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S Flower Street 7th Floor | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of La Verne | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORI GORDIEN CASE | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9095933511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 Third Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | La Verne | City |
| State | CA | State |
| ZIP Code | 917504401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Avo Kechichian | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 9095933511 | PhoneNum |
| Signature | 2015-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rosemarie Brown | PreparerPersonNm |
| PTIN | P01278077 | PTIN |
| Phone | 9095933511 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Devorah A Lieberman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 Third Street | AddressLine1 |
| City | La Verne | City |
| State | CA | State |
| ZIP Code | 917504401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $196,880,072 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.laverne.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1891 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DELIVERY OF UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 2444 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,513,430 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,595,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $171,946,566 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $184,136,465 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,414,925 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,502,002 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,405,357 | PYOtherRevenueAmt |
| CY Other Revenue | $800,203 | CYOtherRevenueAmt |
| PY Total Revenue | $181,280,278 | PYTotalRevenueAmt |
| CY Total Revenue | $193,034,414 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $43,391,110 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,195,425 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $72,275,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $78,775,308 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,158,458 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,514,070 | PYOtherExpensesAmt |
| CY Other Expenses | $52,862,568 | CYOtherExpensesAmt |
| PY Total Expenses | $164,180,292 | PYTotalExpensesAmt |
| CY Total Expenses | $176,833,301 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,099,986 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,201,113 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $269,760,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $307,611,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,618,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,554,943 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,141,188 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $175,056,167 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $144,096,752 | ExpenseAmt |
| Grant | $45,195,425 | GrantAmt |
| Revenue | $185,113,092 | RevenueAmt |
| Desc | Educational services for undergraduate, graduate, law, and doctoral students. Approximate number of students served: 10,923. | Desc |
| Total Program Service Expenses | $144,096,752 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 349 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2444 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI GORDIEN CASE | PersonNm |
| Phone | 9095933511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 THIRD STREET | AddressLine1 |
| City | La Verne | City |
| State | CA | State |
| ZIP Code | 917504401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Luis Faura | |||||||||
| Chairman of the Board | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark Hicks | |||||||||
| Vice Chair | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan M Searing | |||||||||
| Secretary | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael A Abraham | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kim J Burchiel MD | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael J Bidart | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann Quay Davis | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Eckel | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alex Espinoza | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph V Fengler | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin C Harris | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Hawkins | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony LaFetra | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wendy Lau | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard A Lewis | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth D Little | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James W Long | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ann Melleby | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ivan R Misner | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cecilia Martinez Morris | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Moseley | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Leslie Porras | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven N Reenders | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Valerie C Romero | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Sedenquist | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David D Shively DDS | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Owen Ray Skelton | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Emmett L Terrell | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alvin Chang | |||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Devorah A Lieberman | |||||||||
| President | 40.0 | 0.0 | Yes (X) | $424,359 | $0 | $76,545 | |||
| Thomas G Dewey | |||||||||
| Provost | 40.0 | 0.0 | Yes (X) | $244,690 | $0 | $41,427 | |||
| Avo Kechichian | |||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $173,005 | $0 | $35,018 | |||
| Myra Garcia-Fernandez | |||||||||
| VP of University Advancement | 40.0 | 0.0 | Yes (X) | $146,120 | $0 | $23,951 | |||
| Phillip Hawkey | |||||||||
| Special Adivsor to President | 40.0 | 0.0 | $260,981 | $0 | $39,403 | Yes (X) | |||
| Homa Shabahang | |||||||||
| VP Strategic Enrollment Mgmt | 40.0 | 0.0 | $206,394 | $0 | $32,365 | Yes (X) | |||
| Clive Houston-Brown | |||||||||
| VP of Facilities and Tech, CIO | 40.0 | 0.0 | $182,491 | $0 | $36,909 | Yes (X) | |||
| Mark Goor | |||||||||
| Special Assistant to Provost | 40.0 | 0.0 | $169,244 | $0 | $34,554 | Yes (X) | |||
| Jonathan Reed | |||||||||
| Dean | 40.0 | 0.0 | $176,324 | $0 | $50,752 | Yes (X) | |||
| Ibrahim Helou | |||||||||
| Dean | 40.0 | 0.0 | $166,246 | $0 | $34,693 | Yes (X) | |||
| David Kung | |||||||||
| Professor | 40.0 | 0.0 | $159,798 | $0 | $22,056 | Yes (X) | |||
| H Randall Rubin | |||||||||
| Professor | 40.0 | 0.0 | $192,074 | $0 | $37,769 | Yes (X) | |||
| Alden Reimonenq | |||||||||
| Professor | 40.0 | 0.0 | $189,777 | $0 | $16,746 | Yes (X) | |||
| Issam Ghazzawi | |||||||||
| Professor | 40.0 | 0.0 | $168,074 | $0 | $17,634 | Yes (X) | |||
| Keeok Park | |||||||||
| Professor | 40.0 | 0.0 | $161,038 | $0 | $29,504 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,020,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $529,326 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 134 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Oltmans Construction Company | |||||
| 10005 Mission Mill Road | WHITTIER | CA | 90601 | General Contrator | $8,240,854 |
| Professional Develop Courses | |||||
| 4121 Avendida De La Plata | OCEANSIDE | CA | 92506 | Correspondent Work | $4,241,648 |
| Kar Construction | |||||
| 1306 W Brooks Street | ONTARIO | CA | 91762 | General Contractor | $4,057,454 |
| Bon Appetit | |||||
| 1000 W Temple Street | LOS ANGELES | CA | 900740196 | Student Cafeteria | $2,776,401 |
| Sigmanet | |||||
| 4290 E Brickell Street | ONTARIO | CA | 91761 | OIT Contractor | $1,737,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 83 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $481,403 | FundraisingAmt |
| Government Grants | $2,405,188 | GovernmentGrantsAmt |
| All Other Contributions | $2,709,153 | AllOtherContributionsAmt |
| Noncash Contributions | $115,664 | NoncashContributionsAmt |
| Total Contributions | $5,595,744 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $173,794,529 | $173,794,529 |
| AUXILIARY ENTERPRISES | 611710 | $9,900,728 | $9,900,728 |
| SPONSORED PROGRAMS | 900099 | $180,165 | $180,165 |
| TICKET SALES & EVENTS | 900099 | $150,458 | $150,458 |
| BOOKSTORE | 900099 | $110,585 | $110,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $184,136,465 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,594,289 | TotalRevenueColumnAmt |
| Exclusion | $1,594,289 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,108 | TotalRevenueColumnAmt |
| Exclusion | $1,108 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,122,917 | SecuritiesAmt |
| Other | $360,750 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,947,904 | SecuritiesAmt |
| Other | $629,158 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,175,013 | SecuritiesAmt |
| Other | -$268,408 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $906,605 | TotalRevenueColumnAmt |
| Exclusion | $906,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $92,172 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $481,403 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $268,596 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$176,424 | TotalRevenueColumnAmt |
| Exclusion | -$176,424 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STAFF PARKING FEES | 900099 | $49,200 | $49,200 |
| ALL OTHER REVENUE | 900099 | $927,427 | $927,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $976,627 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,034,414 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $185,113,092 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,325,578 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,195,425 | TotalAmt |
| Program Services | $45,195,425 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,637,251 | TotalAmt |
| Program Services | $1,666,767 | ProgramServicesAmt |
| Management And General | $512,729 | ManagementAndGeneralAmt |
| Fundraising | $457,755 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,983 | TotalAmt |
| Program Services | $106,704 | ProgramServicesAmt |
| Management And General | $93,106 | ManagementAndGeneralAmt |
| Fundraising | $104,173 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,754,737 | TotalAmt |
| Program Services | $50,216,189 | ProgramServicesAmt |
| Management And General | $10,274,017 | ManagementAndGeneralAmt |
| Fundraising | $1,264,531 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,753,888 | TotalAmt |
| Program Services | $3,847,682 | ProgramServicesAmt |
| Management And General | $794,688 | ManagementAndGeneralAmt |
| Fundraising | $111,518 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,928,833 | TotalAmt |
| Program Services | $3,771,310 | ProgramServicesAmt |
| Management And General | $1,051,466 | ManagementAndGeneralAmt |
| Fundraising | $106,057 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,396,616 | TotalAmt |
| Program Services | $3,658,203 | ProgramServicesAmt |
| Management And General | $621,950 | ManagementAndGeneralAmt |
| Fundraising | $116,463 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,800 | TotalAmt |
| Program Services | $29,691 | ProgramServicesAmt |
| Management And General | $665,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,400 | TotalAmt |
| Management And General | $87,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,092 | TotalAmt |
| Management And General | $5,092 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,177 | TotalAmt |
| Management And General | $117,177 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,701,240 | TotalAmt |
| Program Services | $4,515,521 | ProgramServicesAmt |
| Management And General | $7,809,671 | ManagementAndGeneralAmt |
| Fundraising | $376,048 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,706,115 | TotalAmt |
| Program Services | $1,178,011 | ProgramServicesAmt |
| Management And General | $506,412 | ManagementAndGeneralAmt |
| Fundraising | $21,692 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,318,711 | TotalAmt |
| Program Services | $2,261,905 | ProgramServicesAmt |
| Management And General | $1,813,840 | ManagementAndGeneralAmt |
| Fundraising | $242,966 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,324,206 | TotalAmt |
| Program Services | $716,192 | ProgramServicesAmt |
| Management And General | $1,592,402 | ManagementAndGeneralAmt |
| Fundraising | $15,612 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,949,732 | TotalAmt |
| Program Services | $3,471,447 | ProgramServicesAmt |
| Management And General | $2,475,177 | ManagementAndGeneralAmt |
| Fundraising | $3,108 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,253,295 | TotalAmt |
| Program Services | $1,721,763 | ProgramServicesAmt |
| Management And General | $205,615 | ManagementAndGeneralAmt |
| Fundraising | $325,917 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,562 | TotalAmt |
| Program Services | $174,129 | ProgramServicesAmt |
| Management And General | $75,208 | ManagementAndGeneralAmt |
| Fundraising | $10,225 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,978,416 | TotalAmt |
| Program Services | $3,978,416 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,863,413 | TotalAmt |
| Program Services | $6,863,413 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,768,382 | TotalAmt |
| Program Services | $2,024,858 | ProgramServicesAmt |
| Management And General | $743,344 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED TEACHING SERVICES | $4,242,771 | $4,242,771 | ||
| CONTRACTED FOOD SERVICES | $2,594,829 | $2,594,829 | ||
| LIBRARY BOOKS & MEDIA | $861,802 | $861,802 | ||
| EQUIP. RENTAL & MAINTENANCE | $740,260 | $604,359 | $133,688 | $2,213 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,365 | TotalAmt |
| Program Services | $395,365 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,833,301 | TotalAmt |
| Program Services | $144,096,752 | ProgramServicesAmt |
| Management And General | $29,578,091 | ManagementAndGeneralAmt |
| Fundraising | $3,158,458 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,126 | BOYAmt |
| EOY | $23,744 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,931,501 | BOYAmt |
| EOY | $61,256,709 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,075 | BOYAmt |
| EOY | $1,334,483 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431,968 | BOYAmt |
| EOY | $2,189,028 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,914 | BOYAmt |
| EOY | $59,187 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,691,010 | BOYAmt |
| EOY | $4,727,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,492,158 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,216,327 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,147,715 | BOYAmt |
| EOY | $139,275,831 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,602,685 | BOYAmt |
| EOY | $83,256,601 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,857,673 | BOYAmt |
| EOY | $10,712,053 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,478,352 | BOYAmt |
| EOY | $4,775,702 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,760,019 | BOYAmt |
| EOY | $307,611,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,658,522 | BOYAmt |
| EOY | $11,676,690 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,555,614 | BOYAmt |
| EOY | $12,065,670 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,460,000 | BOYAmt |
| EOY | $100,980,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,297,485 | BOYAmt |
| EOY | $1,128,592 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,647,210 | BOYAmt |
| EOY | $6,703,991 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,618,831 | BOYAmt |
| EOY | $132,554,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,757,850 | BOYAmt |
| EOY | $135,446,096 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,354,347 | BOYAmt |
| EOY | $18,479,856 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,028,991 | BOYAmt |
| EOY | $21,130,215 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,141,188 | BOYAmt |
| EOY | $175,056,167 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,760,019 | BOYAmt |
| EOY | $307,611,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,201,113 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,227,047 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$513,181 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $8,269 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $8,269 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of Lobbying Activities | FormAndLineReferenceDesc |
| Explanation | Schedule C, Part II-B: During the tax year, the University incurred lobbying expenses related to the legislative action surrounding Cal Grants. Three students accompanied University management officials to express the continued need for Cal Grants, which provides grants to low- and moderate-income college students in California. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,975,967 | BeginningYearBalanceAmt |
| Contributions | $7,620,576 | ContributionsAmt |
| Investment Earnings Or Losses | $8,546,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $553,417 | GrantsOrScholarshipsAmt |
| Other Expenditures | $346,133 | OtherExpendituresAmt |
| End Year Balance | $63,243,924 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,358,594 | BeginningYearBalanceAmt |
| Contributions | $6,046,485 | ContributionsAmt |
| Investment Earnings Or Losses | $5,458,972 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $545,447 | GrantsOrScholarshipsAmt |
| Other Expenditures | $352,637 | OtherExpendituresAmt |
| End Year Balance | $47,965,967 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,628,858 | BeginningYearBalanceAmt |
| Contributions | $1,570,469 | ContributionsAmt |
| Investment Earnings Or Losses | $8,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $517,054 | GrantsOrScholarshipsAmt |
| Other Expenditures | $332,568 | OtherExpendituresAmt |
| End Year Balance | $37,358,594 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,794,226 | BeginningYearBalanceAmt |
| Contributions | $890,834 | ContributionsAmt |
| Investment Earnings Or Losses | $6,707,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $466,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $296,830 | OtherExpendituresAmt |
| End Year Balance | $36,628,858 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,836,727 | BeginningYearBalanceAmt |
| Contributions | $194,498 | ContributionsAmt |
| Investment Earnings Or Losses | $3,153,863 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $455,642 | GrantsOrScholarshipsAmt |
| Other Expenditures | $935,220 | OtherExpendituresAmt |
| End Year Balance | $29,794,226 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53649 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26969 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19382 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,223,402 | OtherCostOrOtherBasisAmt |
| Book Value | $26,223,402 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,282,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,290,207 | DepreciationAmt |
| Book Value | $72,992,761 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,593,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,110,657 | DepreciationAmt |
| Book Value | $27,482,520 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,830,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,723,650 | DepreciationAmt |
| Book Value | $9,106,396 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,562,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,813 | DepreciationAmt |
| Book Value | $3,470,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,275,831 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $3,796,685 |
| FEDERAL STUDENT LOAN FUNDS | $2,907,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,703,991 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $157,907,301 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,227,047 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$42,891,164 | OtherRevenueAmt |
| Revenue Not Reported | -$35,664,117 | RevenueNotReportedAmt |
| Revenue Subtotal | $193,571,418 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$537,004 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$537,004 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $193,034,414 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $134,992,322 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,050,185 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,050,185 | ExpensesNotReportedAmt |
| Expenses Subtotal | $133,942,137 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $42,891,164 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,891,164 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $176,833,301 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4: The Board members of the University, in setting the endowment spending policy, considered the following factors: 1) preservation of asset values, 2) preservation of purchasing power, and 3) consistency of spending over time. The University's board adopted a spending policy of 4.75% with a view toward balancing the need for expendable funds for University programs against the need to preserve the endowment against inflation. In order to achieve the objective of mainlining purchasing power, the endowment's annual rate of return must equal the annual distribution, plus inflation, plus management, custodial, and administrative fees. The distribution to the University is based on a 12 quarter moving average of the market value. This spending method protects the University's distribution from the increased volatility in the markets. Distributions are provided to students for scholarships, various colleges, and programs in accordance with donor designations. The distributions are reflected in the net assets of the endowment fund. However, there is not a transfer of actual cash from the endowment fund without requiring a liquidation of cash, this treatment allows the investments of the endowment to grow. |
| FIN 48 (ASC 740) Footnote: | Schedule D, Part X, Line 2: Accounting Standards Codification ("ASC") Topic No. 740, Accounting for Uncertainty in Income Taxes, requires entities to determine whether it is "more likely than not" that a tax position will be sustained upon examination by the appropriate taxing authorities. An uncertain tax position will not be recognized if it has less than a 50% likelihood of being sustained. The University believes that there are no uncertain tax positions within its financial statements. There have been no material changes in unrecognized benefits as of June 30, 2014 or June 30, 2013, nor are any anticipated in the 12 months following June 30, 2014. There have been no related tax penalties or interest, which would be classified as a tax expense in the statement of activities. |
| Reconciliation of Revenue per Financial Statements with Return | Schedule D, Part XI, Line 2d: Student Financial Aid $(42,891,164) Schedule D, Part XI, Line 4b: Loss on Sale of Fixed Assets $(268,408) Fundraising Expenses $(268,596) |
| Reconciliation of Expenses per Audited Financial Statements with Return | Schedule D, Part XII, Line 2d: Change in Actuarial Obligation $513,181 Loss on Sale of Fixed Assets $268,408 Fundraising Expenses $268,596 Schedule D, Part XII, Line 4b: Student Financial Aid $42,891,164 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Publication of Racially Nondiscriminatory Policy | Schedule E, Part I, Line 3: The University customarily draws students from the local communities. The University follows a racially nondisriminatory policy and enrolls students of racial minority groups in meaningful numbers |
| Financial Aid or Assistance from Government Agency | Schedule E, Part I, Line 6a: The University receives assistance from the U.S. Department of Education, the National Science Foundation, the U.S. Department of Agriculture, and the U.S. Small Business Administration. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $502,011 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $430,486 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,525 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,966 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $92,410 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,306 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $96,058 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf | NameOfEvent2Amt |
| Gross Receipts Event2 | $71,564 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $50,917 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,647 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $18,564 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $12,160 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,377 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,755 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $573,575 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $481,403 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $92,172 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $25,530 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $104,570 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,683 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $110,813 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $268,596 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$176,424 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships / Grants for Students | GrantTypeTxt |
| Recipient | 2945 | RecipientCnt |
| Cash Grant | $45,195,425 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for Monitoring Use of Grant Funds Inside the United States | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, line 2: Students who receive grants from the University are determined in accordance with the University's standard policies and procedures. In summary, a student is requried to complete a FAFSA to be considered for financial aid assistance. Upon completion of the FAFSA, the University is provided with the student's estimated family contributions ("EFC"). Based on the EFC and other criteria (i.e. enrollment status, academic standing, etc.), the Office of Financial Aid may award a student an institutional grant. There are systematic procedures in place to ensure that the grant is applied against tuition and meets the requirements of the specific grant. Student accounts and the Office of Financial Aid are responsible for monitoring the student's financial aid status while at the University. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Devorah A Lieberman | ||||||||||||||
| President | $364,914 | $0 | $25,000 | $0 | $34,445 | $0 | $25,500 | $0 | $51,045 | $0 | $500,904 | $0 | $0 | $0 |
| Thomas G Dewey | ||||||||||||||
| Provost | $244,690 | $0 | $0 | $0 | $0 | $0 | $25,116 | $0 | $16,311 | $0 | $286,117 | $0 | $0 | $0 |
| David Kung | ||||||||||||||
| Professor | $159,083 | $0 | $0 | $0 | $715 | $0 | $11,340 | $0 | $10,716 | $0 | $181,854 | $0 | $0 | $0 |
| Avo Kechichian | ||||||||||||||
| Chief Financial Officer | $172,243 | $0 | $0 | $0 | $762 | $0 | $18,000 | $0 | $17,018 | $0 | $208,023 | $0 | $0 | $0 |
| Myra Garcia-Fernandez | ||||||||||||||
| VP of University Advancement | $145,520 | $0 | $0 | $0 | $600 | $0 | $12,831 | $0 | $11,120 | $0 | $170,071 | $0 | $0 | $0 |
| Phillip Hawkey | ||||||||||||||
| Special Adivsor to President | $240,772 | $0 | $0 | $0 | $20,209 | $0 | $25,434 | $0 | $13,969 | $0 | $300,384 | $0 | $0 | $0 |
| Homa Shabahang | ||||||||||||||
| VP Strategic Enrollment Mgmt | $192,402 | $0 | $0 | $0 | $13,992 | $0 | $20,896 | $0 | $11,469 | $0 | $238,759 | $0 | $0 | $0 |
| Clive Houston-Brown | ||||||||||||||
| VP of Facilities and Tech, CIO | $175,125 | $0 | $0 | $0 | $7,366 | $0 | $18,330 | $0 | $18,579 | $0 | $219,400 | $0 | $0 | $0 |
| Mark Goor | ||||||||||||||
| Special Assistant to Provost | $169,244 | $0 | $0 | $0 | $0 | $0 | $17,520 | $0 | $17,034 | $0 | $203,798 | $0 | $0 | $0 |
| Jonathan Reed | ||||||||||||||
| Dean | $176,324 | $0 | $0 | $0 | $0 | $0 | $17,124 | $0 | $33,628 | $0 | $227,076 | $0 | $0 | $0 |
| H Randall Rubin | ||||||||||||||
| Professor | $190,679 | $0 | $0 | $0 | $1,395 | $0 | $18,264 | $0 | $19,505 | $0 | $229,843 | $0 | $0 | $0 |
| Alden Reimonenq | ||||||||||||||
| Professor | $188,565 | $0 | $0 | $0 | $1,212 | $0 | $16,398 | $0 | $348 | $0 | $206,523 | $0 | $0 | $0 |
| Issam Ghazzawi | ||||||||||||||
| Professor | $167,554 | $0 | $0 | $0 | $520 | $0 | $9,318 | $0 | $8,316 | $0 | $185,708 | $0 | $0 | $0 |
| Ibrahim Helou | ||||||||||||||
| Dean | $166,246 | $0 | $0 | $0 | $0 | $0 | $17,014 | $0 | $17,679 | $0 | $200,939 | $0 | $0 | $0 |
| Keeok Park | ||||||||||||||
| Professor | $161,038 | $0 | $0 | $0 | $0 | $0 | $10,926 | $0 | $18,578 | $0 | $190,542 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Travel for Companions | Schedule J, Part I, Line 1a: As a general policy of the University, expenses attributable to spouse travel are not reimbursable. In order to be approved, these situations must meet the bona fide business criteria approved for by the IRS regulations, or may result in taxable income to the employee. During the current year, the University paid airfare for the President's husband to accompany the President on bona fide critical University business travel. |
| Housing Allowance or Residence for Personal Use | Schedule J, Part I, Line 1a: The University provides the President with off-campus housing as a convenience to the University to conduct fundraising and other college-related business. Personal use of the house is calculated and reflected in other reportable compensation on Schedule J, Part II, Column b(iii), with the remaining value shown as a non-taxable benefit on Schedule J, part II, Column (d). |
| Health Club or Social Club Dues | Schedule J, Part I, Line 1a: The University provides a social club membership to the President in order to provide networking opportunities for the University. The amount is reflected as a nontaxable benefit on Schedule J, Part II, Column (d). |
| Severance Arrangements | Schedule J, Part I, Line 4a: Certain individuals listed on Schedule J, Part II have a severance arrangement as part of their employment agreement, which provides for a severance payment under certain circumstances of one year salary upon termination of employment. No payments were made under this arrangement. There are no change in control provisions. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 521705592 | 130178AQ9 | 2005-11-10 | $20,570,652 | University Construction | false | false | false |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| B | 201563466 | 13048THG1 | 2010-11-24 | $69,676,082 | University Construction | false | false | false |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| C | 201563466 | 2013-07-26 | $15,000,000 | University Construction | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,750,000 | $0 | $21,244,118 | $1,794,542 | $0 | $0 | $403,582 | $0 | $0 | $6,120,772 | $12,844,413 | $80,809 | 2007 | Yes (true) | Yes (true) | false | Yes (true) |
| B | $0 | $0 | $69,031,183 | $6,187,044 | $0 | $0 | $1,108,057 | $0 | $0 | $29,989,996 | $31,128,866 | $617,220 | 2013 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $15,000,000 | $0 | $0 | $0 | $135,765 | $0 | $0 | $8,074,094 | $0 | $6,790,141 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column E, Rows A & B | The difference between the issue price reported in Part I, Column E and the total proceeds reported in Part II, Line 3 relates to investment earnings on proceeds. |
| Schedule K, Part I, Column F, Rows A & B | The issue dates for the previously issued bonds refunded by the bonds listed on Scheudle K are 1993, 2000, 2005, and 2008. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $33,628 | CashGrantAmt |
| Type Of Assistance | Tuition Remission | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Anna Jablonski | |||
| Family of Special Advisor | $102,199 | Compensation of Employment | false |
| Ankine Kechichian | |||
| Family Member of CFO | $93,106 | Compensation of Employment | false |
| Michelle Kechichian | |||
| Family Member of CFO | $68,250 | Compensation of Employment | false |
| Bianca Romero | |||
| Family Member of Trustee | $104,173 | Compensation of Employment | false |
| Lisa Lester | |||
| Family Member of Trustee | $38,454 | Compensation of Employment | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraised Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,419 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Photography gift | 1 | $8,000 | Retail Value |
| Yes (X) | Antique Serving Set | 1 | $4,000 | Appraised Value |
| Yes (X) | Miscellaneous small gifts | 62 | $40,945 | Retail Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Use of Third Parties to Solicit, Process, or Sell Noncash Contributions | FormAndLineReferenceDesc |
| Explanation | Schedule M, Part I, line 32a: The University may utilize organizations to liquidate non-cash contributions if it is determined that it does not want to maintain the contribution and the donor restrictions allow for such liquidation. The third-party organization selected depends on the type of contribution received and the market in which it can be liquidated. For example, the University may utilize a property management firm to post available properties of real estate. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of Organization's Mission | Form 990, Part III, Line 1: It is the mission of the University of La Verne to provide opportunities for students to achieve their educational goals and become contributing citizens to the global community. This is accomplished by offering high quality degree programs to both traditional aged and adult learners: providing liberal arts and professional programs from undergraduate to doctoral levels, and delivering programs to students at the central La Verne campus as well as regional campuses and satellite class locations throughout California. The University provides a student-centered, values-based, and diverse learning environment. It takes pride in offering small class sizes in a highly personalized setting. The University encourages effective teaching, research, scholarly contributions, and service to the greater community by sharing its academic, professional, and individual resources. |
| Business Relationships Among Officers | Form 990, Part VI, Section A, Line 3: Trustees Steve Rendeers and Richard Lewis have a business relationship. This relationship is otherwise independent of the University. |
| Form 990 Review Process | Form 990, Part VI, Section B, Line 11b: The information/data for the Form 990 is primarily gathered, calculated, and compiled by the University's Director of Accounting. Upon completing these steps, the information is forwarded to the Associate Vice President of Finance for review and approval. Once approved, the information/data is sent to the accounting firm Grant Thornton LLP to review the information and prepare the Form 990. Once completed, the Form 990 is forwarded to the Director of Accounting to ensure that the information that had been originally provided was entered correctly onto the form. After the Associate Vice President of Finance also performs a review of the return, the Form 990 is forwarded to the audit committee of the Board of Trustees for review, comments, and approval. The full filing copy of the approved Form 990 is made available to the full Board of Trustees through the posting on a secure website prior to filing with the IRS. |
| Monitoring and Enforcement of Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12c: The Conflict of Interest statement is obtained annually from officers, trustees, and key employees and reviewed by the finance office. Relationships that give rise to conflict are disclosed on the Form 990 (if required) and also reviewed by members of the audit committee. |
| Written Whistleblower Policy | Form 990, Part VI, Section B, Line 13: The organization is currently in the process of drafting a written whistleblower policy. |
| Process for Determining Compensation of President, Officers, Key Employees | Form 990, Part VI, Section B, Line 15: The Board of Trustees establishes the salary of the President, and the President establishes the salaries of the University's Vice Presidents. The Human Resources department reviews the University's compensation and compares the information to both national and local comparability data to ensure that the University's pay rates are consistent with other comparable institutions. |
| Documents Made Available to the Public | Form 990, Part VI, Section C, Line 19: The University's financial statements are made available on the webpage of the Finance office (http://sites.laverne.edu/finance/). Additionally, the audited financial statements are posted to the electronic municipal market access website (www.emma.msrb.org). The Conflict of Interest policy is available upon request from the finance office, and it is also available on the University's website under the human resources page. Governing documents are available upon request from the finance office. |
| Other Changes in Net Assets | Form 990, Part XI, Line 9: The other changes in net assets consists of: Change in Actuarial Obligations $(513,181) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt |
|---|---|---|---|
| Charitable Remainder Unitrusts (19) | |||
| Fundraising | CA | NA | Trust |
| Charitable Remainder Annuity Trust (1) | |||
| Fundraising | CA | NA | Trust |
| Net Income with Make-Up CRUT (1) | |||
| Fundraising | CA | NA | Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |