THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT (EIN 86-0105586)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349304241
- Schema version
- 2011v1.5
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:39:55-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860105586 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thunderbird School of Global Management | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THUN | NameControl |
| Phone | 6029787142 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Global Place | AddressLine1 |
| City | Glendale | City |
| State | AZ | State |
| ZIP Code | 85306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dan Kuster | Name |
| Title | CFO | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ann Iverson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Global Place | AddressLine1 |
| City | Glendale | City |
| State | AZ | State |
| ZIP Code | 85306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 74171347 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.thunderbird.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | To educate global leaders who create sustainable prosperity worldwide. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 637 | TotalNbrEmployees |
| Total Nbr Volunteers | 37 | TotalNbrVolunteers |
| Total Gross UBI | 201523 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -21158 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12238901 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9031039 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 63313203 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 63969778 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1141401 | InvestmentIncomePriorYear |
| Investment Income Current Year | 719628 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 76693505 | TotalRevenuePriorYear |
| Total Revenue Current Year | 73720445 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5871881 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6600626 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 32343200 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36101002 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2096143 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31449462 | OtherExpensePriorYear |
| Other Expenses Current Year | 35136397 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 69664543 | TotalExpensesPriorYear |
| Total Expenses Current Year | 77838025 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7028962 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4117580 | RevenuesLessExpensesCY |
| Total Assets BOY | 94425353 | TotalAssetsBOY |
| Total Assets EOY | 89225660 | TotalAssetsEOY |
| Total Liabilities BOY | 44298849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45251192 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50126504 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43974468 | NetAssetsOrFundBalancesEOY |
| Mission Description | To educate global leaders who create sustainable prosperity worldwide. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 66742194 | Expense |
| Grants | 6600626 | Grants |
| Revenue | 63768255 | Revenue |
| Description | Provided an education to approximately 1,100 degree seeking students and 3,500 executive education students | Description |
| Total Program Service Expense | 66742194 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 999 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 637 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | OC | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | true | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAN KUSTER | NamePerson |
| Telephone Number | 6029787000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Global Place | AddressLine1 |
| City | Glendale | City |
| State | AZ | State |
| ZIP Code | 85306 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Angel Cabrera | ||||||||
| President | 40.00 | X | X | 581971 | 0 | 38918 | ||
| Barbara Barrett | ||||||||
| President | 40.00 | X | X | 0 | 0 | 0 | ||
| Diane Wittenberg | ||||||||
| Trustee | 2.00 | X | X | 0 | 0 | 0 | ||
| Bernard Rethore | ||||||||
| Trustee | 2.00 | X | X | 0 | 0 | 0 | ||
| Michael Hecomovich | ||||||||
| Trustee | 2.00 | X | X | 0 | 0 | 0 | ||
| G Kelly O'Dea | ||||||||
| Chairman | 2.00 | X | X | 0 | 0 | 0 | ||
| Kimberly Wiehl | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Susan Stevens | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Paul Walsh | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Scott Walker | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Samir Toubassy | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Robert Theleen | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| J Kenneth Seward | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Frances Sevilla Sacasa | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| David Roberts | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| William Post | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Meredith Peabody | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Marshall Parke | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Francis Najafi | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Lee McIntire | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| James McClung | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Teresa McCaslin | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Gary Matus | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Clara Lovett | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| David Lincoln | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Blair Sheppard | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Ann Iverson | ||||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | |||
| F Richard Hsu | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Merle Hinrich | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Ron Goode | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Sam Garvin | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Donna Ecton | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Jack Donnelly | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Dick DeVos | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Douglas Daft | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Harry Cockrell | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Gary Brukardt | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Beth Brooke | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Michael Ahearn | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Rebecca Henriksen | ||||||||
| Vice President | 40.00 | X | 79788 | 0 | 10579 | |||
| Jim Harnden | ||||||||
| Vice President | 40.00 | X | 137567 | 0 | 15486 | |||
| Dennis Baltzley | ||||||||
| Senior VP | 40.00 | X | 112359 | 0 | 6251 | |||
| Humberto Valencia | ||||||||
| Vice President | 40.00 | X | 270318 | 0 | 30186 | |||
| Beth Stoops | ||||||||
| Senior VP | 40.00 | X | 146353 | 0 | 18767 | |||
| Timothy Propp | ||||||||
| CFO & Treasurer | 40.00 | X | 319723 | 0 | 38595 | |||
| Frank Neville | ||||||||
| Vice President | 40.00 | X | 136032 | 0 | 23159 | |||
| Joan Neice | ||||||||
| Vice President | 40.00 | X | 200714 | 0 | 21063 | |||
| Janet Mueller | ||||||||
| Vice President | 40.00 | X | 154140 | 0 | 28508 | |||
| Christopher Lee | ||||||||
| Vice President | 40.00 | X | 423732 | 0 | 18689 | |||
| Kathryn Krecke | ||||||||
| Corp Secretary | 40.00 | X | 204597 | 0 | 30392 | |||
| Kay Keck | ||||||||
| Vice President | 40.00 | X | 178604 | 0 | 32265 | |||
| Mansour Javidan | ||||||||
| Dean - Research | 40.00 | X | 401700 | 0 | 36695 | |||
| Dennis Hopple | ||||||||
| Vice President | 40.00 | X | 198204 | 0 | 29419 | |||
| Dale Davison | ||||||||
| Dean of Faculty | 40.00 | X | 239403 | 0 | 30305 | |||
| David Bowen | ||||||||
| Chief Acd Offcr | 40.00 | X | 297276 | 0 | 25740 | |||
| John Berndt | ||||||||
| Executive VP | 40.00 | X | 239918 | 0 | 13765 | |||
| Kannan Ramaswamy | ||||||||
| Professor | 40.00 | 517673 | 0 | 33046 | X | |||
| Andrew Inkpen | ||||||||
| Professor | 40.00 | 558041 | 0 | 26721 | X | |||
| Graeme Rankine | ||||||||
| Professor | 40.00 | 519005 | 0 | 30965 | X | |||
| Caren Siehl | ||||||||
| Professor | 40.00 | 450575 | 0 | 12434 | X | |||
| Sundaresan Ram | ||||||||
| Professor | 40.00 | 437262 | 0 | 8626 | X | |||
| John Mathis | ||||||||
| Former Officer | 40.00 | 325268 | 0 | 26454 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7130223 | TotalReportableCompFromOrg |
| Total Other Compensation | 587028 | TotalOtherCompensation |
| Number Individuals GT100 K | 71 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Riester and Robb | |||||
| 802 North 3rd Ave | Phoenix | AZ | 85003 | Marketing | 898398 |
| Kennedy Design Build LLC | |||||
| 2908 North Omaha | Mesa | AZ | 85215 | Construction | 1522730 |
| FLIK International | |||||
| 2400 Yorkmont Rd | Charlotte | NC | 28217 | Hospitality Svcs Mgt | 921311 |
| Crothall Services Group | |||||
| 955 Chesterbrook Blvd | Wayne | PA | 19087 | Facilities Svcs Mgt | 2634599 |
| Chartwells Dining Services | |||||
| 2400 Yorkmont Rd | Charlotte | NC | 28217 | Food Svcs Mgt | 1911916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Government Grants | 167243 | GovernmentGrants |
| All Other Contributions | 8863796 | AllOtherContributions |
| Noncash Contributions | 450902 | NoncashContributions |
| Total Contributions | 9031039 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Hotel Unrelated | 721110 | 201523 | 201523 | |
| Education Programs | 900099 | 63768255 | 63768255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 63969778 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 497948 | TotalRevenueColumn |
| Exclusion | $497,948 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 672582 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 450902 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 221680 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221680 | TotalRevenueColumn |
| Exclusion | $221,680 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73720445 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63768255 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 201523 | UnrelatedBusinessRevenue |
| Exclusion | $719,628 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6312596 | Total |
| Program Services | 6312596 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288030 | Total |
| Program Services | 288030 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4771180 | Total |
| Program Services | 2479913 | ProgramServices |
| Management And General | 2069490 | ManagementAndGeneral |
| Fundraising | 221777 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25838707 | Total |
| Program Services | 24312170 | ProgramServices |
| Management And General | 545539 | ManagementAndGeneral |
| Fundraising | 980998 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1076957 | Total |
| Program Services | 1001903 | ProgramServices |
| Management And General | 40308 | ManagementAndGeneral |
| Fundraising | 34746 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2546714 | Total |
| Program Services | 2101685 | ProgramServices |
| Management And General | 316818 | ManagementAndGeneral |
| Fundraising | 128211 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1867444 | Total |
| Program Services | 1630773 | ProgramServices |
| Management And General | 160460 | ManagementAndGeneral |
| Fundraising | 76211 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511048 | Total |
| Program Services | 284995 | ProgramServices |
| Management And General | 226053 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270245 | Total |
| Management And General | 270245 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184518 | Total |
| Management And General | 184518 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125802 | Total |
| Management And General | 125802 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3811382 | Total |
| Program Services | 3542267 | ProgramServices |
| Management And General | 243785 | ManagementAndGeneral |
| Fundraising | 25330 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5162426 | Total |
| Program Services | 5060632 | ProgramServices |
| Fundraising | 101794 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2162569 | Total |
| Program Services | 1634898 | ProgramServices |
| Management And General | 467124 | ManagementAndGeneral |
| Fundraising | 60547 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403653 | Total |
| Program Services | 255109 | ProgramServices |
| Management And General | 136031 | ManagementAndGeneral |
| Fundraising | 12513 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3681404 | Total |
| Program Services | 1815549 | ProgramServices |
| Management And General | 1792522 | ManagementAndGeneral |
| Fundraising | 73333 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750996 | Total |
| Program Services | 1603559 | ProgramServices |
| Management And General | 72156 | ManagementAndGeneral |
| Fundraising | 75281 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587227 | Total |
| Program Services | 371128 | ProgramServices |
| Management And General | 197895 | ManagementAndGeneral |
| Fundraising | 18204 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3786465 | Total |
| Program Services | 2393046 | ProgramServices |
| Management And General | 1276039 | ManagementAndGeneral |
| Fundraising | 117380 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352309 | Total |
| Management And General | 352309 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TRAINING AND DEVELOPMENT | 198560 | 175893 | 14277 | 8390 |
| ALL OTHER EXPENSES | 1252543 | 613747 | 483644 | 155152 |
| BOOKS, DUES AND SUBSCRIPTIONS | 1890065 | 1859116 | 24673 | 6276 |
| PROGRAM AND PROJECT | 9005185 | 9005185 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77838025 | Total |
| Program Services | 66742194 | ProgramServices |
| Management And General | 8999688 | ManagementAndGeneral |
| Fundraising | 2096143 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15312023 | BOY |
| EOY | 5685797 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436545 | BOY |
| EOY | 152064 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4326386 | BOY |
| EOY | 1392754 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4153846 | BOY |
| EOY | 4750818 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5050231 | BOY |
| EOY | 5056121 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1111799 | BOY |
| EOY | 887639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 90206357 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 52313201 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36288761 | BOY |
| EOY | 37893156 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19408334 | BOY |
| EOY | 26787532 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 365956 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7337428 | BOY |
| EOY | 6253823 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94425353 | BOY |
| EOY | 89225660 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4992954 | BOY |
| EOY | 6715395 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4300267 | BOY |
| EOY | 3825157 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25570457 | BOY |
| EOY | 25097730 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9435171 | BOY |
| EOY | 9612910 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44298849 | BOY |
| EOY | 45251192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22528163 | BOY |
| EOY | 16274464 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13047100 | BOY |
| EOY | 12966642 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14551241 | BOY |
| EOY | 14733362 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50126504 | BOY |
| EOY | 43974468 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94425353 | BOY |
| EOY | 89225660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4117580 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2034456 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 | 149041 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 129690 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | FOR FUTURE SALE | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18797689 | BeginningOfYearBalance |
| Contributions | 8381885 | Contributions |
| Investment Earnings Or Losses | 60000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 295957 | GrantsOrScholarships |
| Other Expenditures | 176308 | OtherExpenditures |
| Administrative Expenses | 123492 | AdministrativeExpenses |
| End Of Year Balance | 26643817 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16939745 | BeginningOfYearBalance |
| Contributions | 544962 | Contributions |
| Investment Earnings Or Losses | 1938048 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 178710 | GrantsOrScholarships |
| Other Expenditures | 318794 | OtherExpenditures |
| Administrative Expenses | 127562 | AdministrativeExpenses |
| End Of Year Balance | 18797689 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14571499 | BeginningOfYearBalance |
| Contributions | 1957026 | Contributions |
| Investment Earnings Or Losses | 634482 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 55047 | GrantsOrScholarships |
| Other Expenditures | 93261 | OtherExpenditures |
| Administrative Expenses | 74954 | AdministrativeExpenses |
| End Of Year Balance | 16939745 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.45400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54600 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 819743 | OtherCostOrOtherBasis |
| Book Value | 819743 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57854787 | OtherCostOrOtherBasis |
| Depreciation | 28535914 | Depreciation |
| Book Value | 29318873 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20039084 | OtherCostOrOtherBasis |
| Depreciation | 16337564 | Depreciation |
| Book Value | 3701520 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11492743 | OtherCostOrOtherBasis |
| Depreciation | 7439723 | Depreciation |
| Book Value | 4053020 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37893156 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Miscellaneous other assets | 314289 |
| Due from affiliates | 4898282 |
| Deferred costs | 1612 |
| Bond issue costs | 760909 |
| Art collection | 278731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6253823 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Post retirement benefits | $4,397,000 |
| Advances from fed govt and others | $5,215,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9612910 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | The school evaluates whether it has uncertain tax positions that should be recognized or derecognized based on a 'more likely than not' threshold for tax positions taken or expected to be taken in a tax return, including those tax positions that would not be sustained upon examination in accordance with guidance related to accounting for uncertainty in income taxes. The school recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. As of June 30, 2012, no uncertain tax positions have been recorded. |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Actuarial loss on retirement benefit obligation $ -275000 Change in unrealized swap value $ -833601 Foreign affiliates currency translation adjustment $ -377812 Foreign affiliates net loss $ -548043 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The school intends to use a portion of the investment return from the endowment to support the school's annual operating expenses as directed by donor specifications. The remainder is to be reinvested in the endowment in order to maintain its purchase power value over time. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | Donations of art - some of which were held per donors' intent and some of which were held for sale. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Thunderbird publicizes its racially nondiscriminatory policy annually in the school's bulletin. |
| Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency | Thunderbird was awarded a grant from USAID to STRENGTHEN WOMEN ENTREPRENEURSHIP IN PERU BY CONSOLIDATING AGRO-RELATED small and medium-sized enterprises' COMPETITIVENESS THROUGH IMPROVED BUSINESS MANAGEMENT SKILLS.Thunderbird was also awarded a grant from Department of State through World Learning to participate in the Algeria University Linkages Program. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America/Carib | 0 | 0 | Investments | 377602 | |
| Europe | 0 | 0 | Fundraising | 4471 | |
| East Asia / The Pacific | 0 | 0 | Fundraising | 1045 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | 162959 | Education |
| South Asia | 0 | 0 | Program Services | 95357 | Education |
| Russia/Independ States | 0 | 2 | Program Services | 424164 | Education |
| Middle East / N Africa | 0 | 0 | Program Services | 135051 | Education |
| Europe | 0 | 1 | Program Services | 511876 | Education |
| East Asia /The Pacific | 0 | 0 | Program Services | 374585 | Education |
| Central America/Carib | 0 | 0 | Program Services | 20908 | Education |
| South America | 0 | 0 | Program Services | 213521 | Education |
| North America | 0 | 0 | Program Services | 431807 | Education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2753346 | SubtotalAmountSpent |
| Total Amount Spent | 2753346 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Scholarships to Students | Sub-Saharan Africa | 1 | 6849 | Check |
| Scholarships to Students | South America | 21 | 126125 | Check |
| Scholarships to Students | Russia/Indep States | 2 | 15047 | Check |
| Scholarships to Students | North America | 15 | 46213 | Check |
| Scholarships to Students | Mid East / N Africa | 2 | 12438 | check |
| Scholarships to Students | Europe | 10 | 58572 | Check |
| Scholarships to Students | Central America | 4 | 22786 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | Part I, Line 2Thunderbird awards scholarships to competitive applicants who demonstrate a high level of academic credentials and evidence that they meet specific criteria associated with a specific award.Part I, Line 3Thunderbird has sole ownership in two foreign entities. Thunderbird Europe SARL has one Thunderbird employee that is employed out of its Geneva, Switzerland Office, and Thunderbird Russia has two Thunderbird employees that are employed out of its Moscow, Russia office. Expenditures reported include compensation of those Thunderbird employees.Thunderbird with Technologico De Monterrey jointly offer a graduate program for Latin American managers. As part of the profit sharing agreement all of the revenues earned and expenses incurred are to be jointly shared. Expenditures reported here are Thunderbird's share of expenses incurred by the foreign partner.Thunderbird offers students, through either its degree programs or corporate education, the opportunity to be taught overseas. Generally, all of the related travel and living expenditures incurred for the student is paid for by either the student or the student's employer. Expenditures reported here included the compensation expense of the faculty members while teaching the coursework abroad. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships to students | TypeOfGrant |
| Number Of Recipients | 344 | NumberOfRecipients |
| Amount Of Cash Grant | 6312596 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Part I, Line 2Thunderbird awards scholarships to competitive applicants who demonstrate a high level of academic credentials and evidence that they meet specific criteria associated with a specific award. Thunderbird awards scholarships to students from every continent of the world. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|
| Timothy Propp | |||||
| 269723 | 50000 | 17864 | 20731 | 358318 | |
| Sundaresan Ram | |||||
| 437262 | 8172 | 454 | 445888 | ||
| Mansour Javidan | |||||
| 386700 | 15000 | 15964 | 20731 | 438395 | |
| Kay Keck | |||||
| 170104 | 8500 | 11907 | 20358 | 210869 | |
| Kathryn Krecke | |||||
| 189597 | 15000 | 13264 | 17128 | 234989 | |
| Kannan Ramaswamy | |||||
| 517673 | 12315 | 20731 | 550719 | ||
| John Mathis | |||||
| 325268 | 9247 | 17207 | 351722 | ||
| John Berndt | |||||
| 209918 | 30000 | 13311 | 454 | 253683 | |
| Joan Neice | |||||
| 172714 | 28000 | 12082 | 8981 | 221777 | |
| Jim Harnden | |||||
| 133567 | 4000 | 15486 | 153053 | ||
| Janet Mueller | |||||
| 147640 | 6500 | 10335 | 18173 | 182648 | |
| Humberto Valencia | |||||
| 206412 | 24000 | 12979 | 17207 | 300504 | 39906 |
| Graeme Rankine | |||||
| 519005 | 10234 | 20731 | 549970 | ||
| Frank Neville | |||||
| 123374 | 10000 | 8636 | 14523 | 159191 | 2658 |
| Dennis Hopple | |||||
| 181204 | 17000 | 12684 | 16735 | 227623 | |
| David Bowen | |||||
| 267276 | 30000 | 17219 | 8521 | 323016 | |
| Dale Davison | |||||
| 232903 | 6500 | 13098 | 17207 | 269708 | |
| Christopher Lee | |||||
| 162351 | 30000 | 11585 | 7104 | 442421 | 231381 |
| Caren Siehl | |||||
| 450575 | 6522 | 5912 | 463009 | ||
| Beth Stoops | |||||
| 146353 | 10245 | 8522 | 165120 | ||
| Angel Cabrera | |||||
| 395385 | 135000 | 18187 | 20731 | 620889 | 51586 |
| Andrew Inkpen | |||||
| 558041 | 12510 | 14211 | 584762 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | Part I, Line 1aPresident Angel Cabrera, as stipulated by his employment agreement, is provided allowances for housing and automobile expenses, and both amounts were reported as taxable compensation on his Form W-2 and on Schedule J, Column B. In addition, President Cabrera is provided a country club membership, which is also reported as taxable compensation on his Form W-2 and on Schedule J, Column B. Vice President Chris Lee, as a condition of the position, is required to live in Moscow, Russia and is provided housing, a transportation allowance, an expatriate market adjustment, and tuition for his children. Those amounts are reported as taxable compensation on his Form W-2 and on Schedule J, Column B. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | John Kenneth Seward | NamePerson |
| Purpose Of Loan | Relinquish LP interest | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $994,818 | OriginalPrincipalAmount |
| Balance Due | 253219 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 253219 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| Humberto Valencia | VP Distance Learning | 38772 | Child tuition assistance |
| Frank Neville | VP Global Communications | 11862 | Tuition assistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| John Kenneth Seward | |||
| Trustee | 134468 | Promisory note repayment | false |
| Gary Matus | |||
| Trustee | 132617 | Fees paid to RSR Partners | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 450902 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE HI/LOW | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Determining Revenues | PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The school is not required to make these documents available to the public. Summary financial statements are included in the school's annual report on giving and The Thunderbird Magazine (http://magazine.thunderbird.edu/). |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | On an annual basis, the school distributes a conflict of interest acknowledgment to each officer, trustee and key employee of the school. The acknowledgment describes the school's conflict of interest policy and provides an opportunity for the person to disclose any interests that could give rise to a conflict of interest. Each person is required to return the acknowledgment signed, to affirm that they have received, read and understood, and agreed to comply with the policy. In addition to the signed acknowledgment, the school consistently reviews all financial transactions to identify and resolve potential conflicts. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Form 990 was reviewed by the CFO and the Controller's office and a copy of the Form 990 was provided to all Board members in advance of it being filed with the IRS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| Thunderbird Worldwide LLC | |||||||
| 1 Global Place | Glendale | AZ | 85306 | 453136858 | Holding co | AZ | Thunderbird School of Global Management |
| Thunderbird Europe Two LLC | |||||||
| 1 Global Place | Glendale | AZ | 85306 | 860105586 | Holding Co | AZ | Thunderbird School of Global Management |
| Thunderbird Europe One LLC | |||||||
| 1 Global Place | Glendale | AZ | 85306 | 860105586 | Holding Co | AZ | Thunderbird School of Global Management |
| Thunderbird Europe Exec Education LLC | |||||||
| 1 Global Place | Glendale | AZ | 85306 | 860105586 | Holding Co | AZ | Thunderbird School of Global Management |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thunderbird Worldwide Kazakhstan LLP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Global Place | AddressLine1 |
| City | Glendale | City |
| State | AZ | State |
| ZIP Code | 85306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Education | PrimaryActivity |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tbird Worldwide LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | -125375 | ShareOfTotalIncome |
| Share Of EOY Assets | 124994 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 1.00000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CBSD | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Education | CBSD-PATS RBSD | C Corp | -1019353 | 2439769 | 1.00000 | ||
| Global Minds Inc | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Education | TSGM | C Corp | 1.00000 | 860994161 | DE | ||
| Thunderbird Europe SARL | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Education | TBIRD ONE TBIRD TWO | C Corp | -183458 | 1145161 | 1.00000 | ||
| Association Thunderbird Europe | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Education | Tbird One Tbird Two | C Corp | -7053 | 1.00000 | |||
| Thunderbird Asia Corp | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Education | Thunderbird CBSD Cor | C Corp | -137950 | 37831 | 1.00000 | 860948519 | AZ |
| Thunderbird CBSD Corp | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Holding Co | TSGM | C Corp | 1.00000 | 860951941 | AZ | ||
| Russian Business Skills Development Inc | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Holding Co | TSGM | C Corp | 1000 | 1.00000 | 841320783 | DE | |
| CBSD PATS | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Education | RADC & RBSD | C Corp | 1.00000 | ||||
| Russian Academic Development Corp | |||||||||||
| 1 Global Place | Glendale | AZ | 85306 | Holding Co | TSGM | C Corp | 1000 | 1.00000 | 521975573 | DE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CBSD | ||
| o | 232339 | Book Value |
| Thunderbird Europe SARL | ||
| p | 2224858 | Book Value |
| Thunderbird Europe SARL | ||
| o | 2186268 | Book Value |
| Thunderbird Asia Corp | ||
| o | 137950 | Book Value |
| Thunderbird Worldwide Kazakhstan LLP | ||
| d | 120000 | Book value |