NAROPA UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NAROPA UNIVERSITY (EIN 84-1029228)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-27
- IRS object ID
- 201420869349300632
- Schema version
- 2012v2.1
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-27T18:36:36-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841029228 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAROPA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NARO | NameControl |
| Phone | 3034440202 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 ARAPAHOE AVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES LIEF | Name |
| Title | PRESIDENT | Title |
| Phone | 3037409400 | Phone |
| Date Signed | 2014-03-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG CHOUN | Name |
| PTIN | P00173718 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES LIEF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 ARAPAHOE AVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24537827 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NAROPA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | NAROPA UNIVERSITY IS NORTH AMERICA'S LEADING INSTITUTION OF CONTEMPLATIVE EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 773 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | -8264 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -8264 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1060073 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1164639 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23520806 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23022888 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 168254 | InvestmentIncomePriorYear |
| Investment Income Current Year | 269067 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5263 | OtherRevenuePriorYear |
| Other Revenue Current Year | 49247 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24754396 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24505841 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4098612 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3940090 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12105336 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12694540 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 624450 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7253079 | OtherExpensePriorYear |
| Other Expenses Current Year | 7197854 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23457027 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23832484 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1297369 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 673357 | RevenuesLessExpensesCY |
| Total Assets BOY | 32943269 | TotalAssetsBOY |
| Total Assets EOY | 34100171 | TotalAssetsEOY |
| Total Liabilities BOY | 13801618 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13684883 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19141651 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20415288 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. NAROPA UNIVERSITY, AS THE LEADING INSTITUTION OF CONTEMPLATIVE EDUCATION IN NORTH AMERICA, EDUCATES THE WHOLE PERSON, CULTIVATING ACADEMIC EXCELLENCE AND CONTEMPLATIVE INSIGHT IN ORDER TO INFUSE KNOWLEDGE WITH WISDOM. NAROPA IS ECUMENICAL AND NON-SECTARIAN, WHOSE STUDENTS ARE PREPARED TO ENGAGE COURAGEOUSLY WITH A COMPLEX AND CHALLENGING WORLD THROUGH SKILFUL AND COMPASSIONATE ACTIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18639304 | Expense |
| Grants | 3912506 | Grants |
| Revenue | 22471493 | Revenue |
| Description | THE UNIVERSITY OFFERS UNDERGRADUATE, GRADUATE AND CONTINUING EDUCATIONPROGRAMS IN ARTS, SOCIAL SCIENCES AND THE HUMANITIES. IT ISACCREDITED BY THE HIGHER LEARNING COMMISSION. THERE ARE APPROXIMATELY 1,100 GRADUATE AND UNDERGRADUATE STUDENTS. INSTRUCTION, STUDENT SERVICES, AND ACADEMIC SUPPORT PROGRAM SERVICES ALL SUPPORT THE UNIVERSITY'S PURPOSE AND MISSION TO EDUCATE THE WHOLE PERSON. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 522218 | Expense |
| Grants | 27584 | Grants |
| Revenue | 551395 | Revenue |
| Description | ALAYA PRESCHOOL OPERATES AS A PRESCHOOL AND CHILD CARE FACILITY SERVING CHILDREN AND THEIR FAMILIES IN THE GREATER BOULDER AREA. AS PART OF NAROPA UNIVERSITY, ALAYA PRESCHOOL OPERATES AS A LAB SCHOOL SERVING STUDENTS IN NAROPA'S EARLY CHILDHOOD AND CONTEMPLATIVE EDUCATION PROGRAMS. ALAYA IS LICENSED BY THE COLORADO DEPARTMENT OF HUMAN SERVICES, DIVISION OF CHILD CARE AND SERVES APPROXIMATELY 60 FAMILIES. FINANCIAL SUPPORT IS PROVIDED FOR SOME FAMILIES THROUGH SCHOLARSHIPS FOR TUITION ASSISTANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 19161522 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 157 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 773 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTI WARREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3034440202 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 ARAPAHOE AVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS BALLINGER | ||||||||
| STUDENT TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JOHN COBB | ||||||||
| INTERIM PRESIDENT/TRUSTEE | 40.00 | X | 105213 | 0 | 5139 | X | ||
| JERRY COLONNA | ||||||||
| CHAIRMAN | 3.00 | X | 0 | 0 | 0 | X | ||
| ANDREW DAVISON | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| GABRIELLE EDISON | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MARGERY GOLDMAN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| THOMAS HAST | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER HORMEL | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| DIANE ISRAEL | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| CAROLYN JACOBS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MARTIN W JANOWITZ | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| LYNNE S KATZMANN | ||||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | ||
| PAMELA KRASNEY | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| CHARLES LIEF | ||||||||
| CHAIRMAN/PRESIDENT | 40.00 | X | 84306 | 0 | 7650 | X | ||
| ROSE MARCARIO | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| TYLER NORRIS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| DEB PIRANIAN | ||||||||
| FACULTY TRUSTEE | 3.00 | X | 50489 | 0 | 7536 | |||
| JIM ROSEN | ||||||||
| VICE CHAIR | 3.00 | X | 0 | 0 | 0 | X | ||
| VIJAY SINGH | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| VEN SAKYONG MIPHAM RINPOCHE | ||||||||
| TRUSTEE AND LINEAGE HOLDER | 3.00 | X | 0 | 0 | 0 | |||
| JAN WILLIS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| CAROL BLACKSHIRE BELAY | ||||||||
| PROVOST AND VP FOR ACADEMIC AFFAIRS | 40.00 | 149170 | 0 | 12356 | X | |||
| TODD KILBURN | ||||||||
| VP BUSINESS AFFAIRS AND CFO | 40.00 | 113301 | 0 | 15246 | X | |||
| CHERYL BARBOUR | ||||||||
| VP STUDENT AFFAIRS AND ENROLLMENT MANAGEMENT | 40.00 | 116003 | 0 | 18100 | X | |||
| STUART LORD | ||||||||
| PRESIDENT | 40.00 | 119308 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 737790 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 66027 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JENZABAR | |||||
| 101 HUNTINGTON AVENUE SUITE 2200 | BOSTON | MA | 02199 | SOFTWARE MANAGEMENT | 757128 |
| NOEL LEVITZ | |||||
| 6300 S SYRACUSE WAY SUITE 645 | CENTENNIAL | CO | 80111 | STUDENT ENROLLMENT & RETENTION | 204714 |
| JACKSON KELLY PLLC | |||||
| 1099 18TH ST SUITE 2150 | DENVER | CO | 80202 | LEGAL | 189489 |
| AIRSHOW MASTERING | |||||
| 3063 E STERLING CIRCLE SUITE 3 | BOULDER | CO | 803012392 | DIGITIZATION OF ARCHIVES | 153028 |
| SUPERIOR CLEANING SERVICES | |||||
| 1846 ALMA LANE | SUPERIOR | CO | 80027 | CLEANING SERVICES | 136833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 662313 | GovernmentGrants |
| All Other Contributions | 502326 | AllOtherContributions |
| Noncash Contributions | 52318 | NoncashContributions |
| Total Contributions | 1164639 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 21713853 | 21713853 |
| AUXILIARY-PRESCHOOL | 611710 | 551395 | 551395 |
| AUXILIARY-HOUSING | 611710 | 457388 | 457388 |
| OTHER PROGRAM REVENUE | 611710 | 300252 | 300252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23022888 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250138 | TotalRevenueColumn |
| Exclusion | $250,138 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50915 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31986 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18929 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18929 | TotalRevenueColumn |
| Exclusion | $18,929 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | 57511 | $57,511 | |
| UBI FROM K-1S | 900099 | -8264 | -8264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 49247 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24505841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23022888 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -8264 | UnrelatedBusinessRevenue |
| Exclusion | $326,578 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3940090 | Total |
| Program Services | 3940090 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680285 | Total |
| Program Services | 347458 | ProgramServices |
| Management And General | 332827 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9811009 | Total |
| Program Services | 8245870 | ProgramServices |
| Management And General | 1251603 | ManagementAndGeneral |
| Fundraising | 313536 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329131 | Total |
| Program Services | 266127 | ProgramServices |
| Management And General | 49910 | ManagementAndGeneral |
| Fundraising | 13094 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1053672 | Total |
| Program Services | 859021 | ProgramServices |
| Management And General | 155383 | ManagementAndGeneral |
| Fundraising | 39268 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 820443 | Total |
| Program Services | 680394 | ProgramServices |
| Management And General | 115252 | ManagementAndGeneral |
| Fundraising | 24797 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320751 | Total |
| Program Services | 115985 | ProgramServices |
| Management And General | 202521 | ManagementAndGeneral |
| Fundraising | 2245 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50159 | Total |
| Management And General | 50159 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62647 | Total |
| Management And General | 62647 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895401 | Total |
| Program Services | 745163 | ProgramServices |
| Management And General | 119559 | ManagementAndGeneral |
| Fundraising | 30679 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324664 | Total |
| Program Services | 35842 | ProgramServices |
| Management And General | 287842 | ManagementAndGeneral |
| Fundraising | 980 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290195 | Total |
| Program Services | 217912 | ProgramServices |
| Management And General | 27399 | ManagementAndGeneral |
| Fundraising | 44884 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 924198 | Total |
| Program Services | 675437 | ProgramServices |
| Management And General | 199235 | ManagementAndGeneral |
| Fundraising | 49526 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527146 | Total |
| Program Services | 369832 | ProgramServices |
| Management And General | 149160 | ManagementAndGeneral |
| Fundraising | 8154 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325762 | Total |
| Program Services | 253653 | ProgramServices |
| Management And General | 51321 | ManagementAndGeneral |
| Fundraising | 20788 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132967 | Total |
| Program Services | 92148 | ProgramServices |
| Management And General | 34740 | ManagementAndGeneral |
| Fundraising | 6079 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518936 | Total |
| Program Services | 239531 | ProgramServices |
| Management And General | 276239 | ManagementAndGeneral |
| Fundraising | 3166 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602892 | Total |
| Program Services | 511106 | ProgramServices |
| Management And General | 81571 | ManagementAndGeneral |
| Fundraising | 10215 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212784 | Total |
| Program Services | 77028 | ProgramServices |
| Management And General | 134267 | ManagementAndGeneral |
| Fundraising | 1489 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATION MATERIAL | 659774 | 567892 | 91080 | 802 |
| EQUIPMENT & MAINTENANCE | 513141 | 378579 | 129071 | 5491 |
| OTHER EXPENSES | 272091 | 243487 | 18141 | 10463 |
| MERCHANT FEES & LICENSE | 213240 | 87774 | 122749 | 2717 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351106 | Total |
| Program Services | 211193 | ProgramServices |
| Management And General | 103836 | ManagementAndGeneral |
| Fundraising | 36077 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23832484 | Total |
| Program Services | 19161522 | ProgramServices |
| Management And General | 4046512 | ManagementAndGeneral |
| Fundraising | 624450 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 859669 | BOY |
| EOY | 1098669 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7229161 | BOY |
| EOY | 6610676 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126648 | BOY |
| EOY | 119078 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532485 | BOY |
| EOY | 733537 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488642 | BOY |
| EOY | 443888 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390593 | BOY |
| EOY | 505671 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25341991 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6711027 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17764378 | BOY |
| EOY | 18630964 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5551693 | BOY |
| EOY | 5957688 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32943269 | BOY |
| EOY | 34100171 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997077 | BOY |
| EOY | 910215 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338088 | BOY |
| EOY | 848002 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10975000 | BOY |
| EOY | 10755000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1491453 | BOY |
| EOY | 1171666 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13801618 | BOY |
| EOY | 13684883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16508502 | BOY |
| EOY | 17662161 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1101007 | BOY |
| EOY | 1181945 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1532142 | BOY |
| EOY | 1571182 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19141651 | BOY |
| EOY | 20415288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32943269 | BOY |
| EOY | 34100171 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 673357 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 283356 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 540 | ReconcilationDonatedServices |
| Reconcilation Other Changes | 316384 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 67541 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5551693 | BeginningOfYearBalance |
| Contributions | 64040 | Contributions |
| Investment Earnings Or Losses | 435746 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 93791 | GrantsOrScholarships |
| End Of Year Balance | 5957688 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4830676 | BeginningOfYearBalance |
| Contributions | 815154 | Contributions |
| Investment Earnings Or Losses | -36536 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 57601 | GrantsOrScholarships |
| End Of Year Balance | 5551693 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3906832 | BeginningOfYearBalance |
| Contributions | 264499 | Contributions |
| Investment Earnings Or Losses | 712871 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 53526 | GrantsOrScholarships |
| End Of Year Balance | 4830676 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3029444 | BeginningOfYearBalance |
| Contributions | 342419 | Contributions |
| Investment Earnings Or Losses | 595575 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 60606 | GrantsOrScholarships |
| End Of Year Balance | 3906832 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4157674 | BeginningOfYearBalance |
| Contributions | 4828 | Contributions |
| Investment Earnings Or Losses | 120454 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1253512 | AdministrativeExpenses |
| End Of Year Balance | 3029444 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67210 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.26370 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06420 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6061975 | OtherCostOrOtherBasis |
| Book Value | 6061975 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15933471 | OtherCostOrOtherBasis |
| Depreciation | 4495876 | Depreciation |
| Book Value | 11437595 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42635 | OtherCostOrOtherBasis |
| Depreciation | 15227 | Depreciation |
| Book Value | 27408 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1529202 | OtherCostOrOtherBasis |
| Depreciation | 1149495 | Depreciation |
| Book Value | 379707 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1774708 | OtherCostOrOtherBasis |
| Depreciation | 1050429 | Depreciation |
| Book Value | 724279 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18630964 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENDOWMENT ASSETS | Description |
| Book Value | 5957688 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5957688 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP AGREEMENT | $660,960 |
| STUDENT DEPOSITS HELD | $34,007 |
| PERKINS FUND PAYABLE | $476,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1171666 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21189031 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 283356 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 23540 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 308120 | OtherRevenues |
| Revenue Not Rptd F990 | 615016 | RevenueNotRptdF990 |
| Revenue Subtotal | 20574015 | RevenueSubtotal |
| Other Revenues Not Included | 3931826 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3931826 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24505841 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19915394 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 23000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 23000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19892394 | ExpensesSubtotal |
| Other Expenses Not Included | 3940090 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3940090 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23832484 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE ARTWORK IS COMPOSED OF PAINTINGS, CALLIGRAPHIES, SLIDES, AND PHOTOS THAT PROVIDE HISTORICAL REFERENCES TO THE SCHOOL'S FOUNDER AND HERITAGE. | |
| PART V, LINE 4: | EACH YEAR, THE UNIVERSITY CAN USE UP TO 5% OF THE FAIR MARKET VALUE FROM ENDOWMENT FUNDS FOR SCHOLARSHIPS AND OTHER PURPOSES AS SPECIFIED BY THE DONOR IN THE ENDOWMENT AGREEMENT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE UNIVERSITY APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2013 AND 2012. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED IN MANAGEMENT AND GENERAL EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2013 AND 2012. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2009 THROUGH PRESENT. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN SWAP AGREEMENTS 308,120. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS & GRANTS NETTED WITH TUITION REVENUE PER FS 3,912,506. UBI FROM K-1S -8,264. ALAYA SCHOLARSHIPS 27,584. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS & GRANTS NETTED WITH TUITION REVENUE PER FS 3,912,506. ALAYA SCHOLARSHIPS 27,584. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE STATEMENT IS POSTED ON THE UNIVERSITY'S PUBLIC WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | NAROPA OFFERS STUDENT LOANS THROUGH GOVERNMENT PROGRAMS SUCH AS PELL, STAFFORD, PERKINS, AND DIRECT LOANS. NAROPA ALSO HAS STUDENT WORKERS AND RECEIVES A SUBSIDY FROM THE GOVERNMENT TO OFFSET A PORTION OF THEIR COMPENSATION. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | 0 | 0 | PROGRAM SERVICE | ART THERAPY | 29731 |
| INDIA, ANDES & AMAZON (SOUTH AMERICA), NEPAL, CHINA | 0 | 0 | PROGRAM SERVICE | STUDY ABROAD | 177700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 207431 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 207431 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS, TUITION DISCOUNTS, STUDENT AID | 397 | 3912506 |
| ALAYA PRESCHOOL FINANCIAL NEED BASED ASSISTANCE | 8 | 27584 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE FINANCIAL AID OFFICE MONITORS STUDENTS ADHERENCE TO ACADEMIC SCHOLARSHIP REQUIREMENTS SUCH AS GPA AND SATISFACTORY ACADEMIC PROGRESS. |
| SCHEDULE I, PART III: | ALAYA PRESCHOOL HAS CHILDREN WHO RECEIVE SOME SCHOLARSHIP SUPPORT IN THE FORM OF TUITION REDUCTION IN ADDITION TO OTHER CHILDREN THAT RECEIVE SUPPORT VIA CCCAP (COLORADO CHILD CARE ASSISTANCE PROGRAM). THIS IS A STATE FUNDED PROGRAM FOR LOW INCOME FAMILIES. WE DO NOT GET FULLY REIMBURSED FOR THE REGULAR COST OF CARE SO SCHOLARSHIPS ARE USED TO FUND THE DIFFERENCE FOR THESE FAMILIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL BLACKSHIRE BELAY | ||||||||||||||
| PROVOST AND VP FOR ACADEMIC AFFAIRS | 149170 | 0 | 0 | 0 | 0 | 0 | 7598 | 0 | 4758 | 0 | 161526 | 0 | 0 | 0 |
| STUART LORD | ||||||||||||||
| PRESIDENT | 119308 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 119308 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDED A RESIDENCE FOR STUART LORD. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO EDUCATION & CULTURAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 840896727 | IssuerEIN |
| CUSIP Number | 196458J87 | CUSIPNumber |
| Date Issued | 2005-08-04 | DateIssued |
| Issue Price | 6740000 | IssuePrice |
| Description Of Purpose | UNIVERSITY CAPITAL EXPENDITURE PROJECTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 6740000 | TotalProceeds |
| Refunding Escrow | 5727747 | RefundingEscrow |
| Issuance Costs From Proceeds | 134800 | IssuanceCostsFromProceeds |
| Credit Enhancement | 64051 | CreditEnhancement |
| Amount Unspent | 813402 | AmountUnspent |
| Year Of Subst Completion | 2014 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 1 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 1 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE 1 | Identifier |
| Explanation | THE ARBITRAGE REBATE CALCULATION WAS COMPLETED ON JANUARY 20, 2011 AND NO ARBITRAGE REBATE WAS DUE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 52318 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE FINANCE TEAM AND PRESIDENT BEFORE BEING FILED WITH THE IRS. THE REVIEWED FORM 990 IS THEN FORWARDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES FOR THE PRESIDENT, VICE PRESIDENTS AND OTHER HIGH RANKING EMPLOYEES ARE SET BY THE BOARD IN CONJUNCTION WITH THE HR DEPARTMENT AND PRESIDENT. BOARD MEMBERS INVOLVED WILL USUALLY INCLUDE THE CHAIRMAN OF THE BOARD, THE CHAIR OF THE BUDGET AND FINANCE COMMITTEE, AND MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD. HR USES CUPA (COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION) TO GET COMPARABLE SALARY INFORMATION FOR SIMILAR POSITIONS AT SCHOOLS WITH SIMILAR SIZE AND REVENUE. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN SWAP AGREEMENTS 308,120. UBI FROM K-1S 8,264. | CHANGES IN NET ASSETS OR FUND BALANCES: |