PALO ALTO UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PALO ALTO UNIVERSITY INC (EIN 94-2340692)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-06-14
- IRS object ID
- 201311669349300931
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-14T18:27:56-05:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942340692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALO ALTO UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PALO | NameControl |
| Phone | 8008186136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1791 ARASTRADERO ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUNE KLEIN | Name |
| Title | VP BUSINESS AFFAIRS & CFO | Title |
| Phone | 8008186136 | Phone |
| Date Signed | 2013-06-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK S HANCOCK | Name |
| PTIN | P00857085 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALLEN CALVIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1791 ARASTRADERO ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23190739 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PALOALTOU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE UNDERGRADUATE AND GRADUATE LEVEL EDUCATION IN THE FIELD OF PSYCHOLOGY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 392 | TotalNbrEmployees |
| Total Nbr Volunteers | 37 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 856160 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 913496 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19332355 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22246760 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -5275 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13883 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -89106 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20183240 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23085033 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 821315 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1280821 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8746219 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11364574 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 586167 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7945603 | OtherExpensePriorYear |
| Other Expenses Current Year | 8275494 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17513137 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20920889 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2670103 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2164144 | RevenuesLessExpensesCY |
| Total Assets BOY | 17152670 | TotalAssetsBOY |
| Total Assets EOY | 21332860 | TotalAssetsEOY |
| Total Liabilities BOY | 6378519 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8400048 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10774151 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12932812 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PALO ALTO UNIVERSITY ("PAU") IS A DIVERSE LEARNING COMMUNITY DEDICATED TO THE SEARCH FOR KNOWLEDGE AND ITS DISSEMINATION. PAU BRINGS TOGETHER A COMMUNITY OF HIGHLY TALENTED FACULTY AND GRADUATE STUDENTS WORKING SIDE BY SIDE TO BRING SCIENTIFIC RIGOR AND THEORETICAL KNOWLEDGE TO THE ANALYSIS AND PRACTICE OF CLINICAL PSYCHOLOGY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4213159 | Expense |
| Grants | 373852 | Grants |
| Revenue | 12592058 | Revenue |
| Description | PHD PROGRAM | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3685046 | Expense |
| Grants | 273953 | Grants |
| Revenue | 4976351 | Revenue |
| Description | PSYD PROGRAM | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 990973 | Expense |
| Grants | 120445 | Grants |
| Revenue | 1201384 | Revenue |
| Description | DE ANZA P3 PROGRAM | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7378680 | Expense |
| Grants | 512571 | Grants |
| Revenue | 3476967 | Revenue |
| Description | FOOTHILL, MASTERS AND DISTANCE LEARNING PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7378680 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 512571 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 3476967 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 16267858 | 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 | 0 | 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 | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 0 | TaxExemptBonds |
| 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 392 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNE KLEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8008186136 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1791 ARASTRADERO ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ALAN F SCHATZBERG MD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| ALLEN S WEINER JD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| BERTON KEITH | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| CAROLYN J CLINE MD PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| DANIEL KOSTENBAUDER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| DERRICK FELTON | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| ELLEN L SHUCK | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| FRED R SEDDIQUI | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| GARY J SHAPIRO JD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| GORDON RAUSSER PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| ISRAEL NIV PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JAMES R OTIENO | |||||||
| CHAIRMAN | 3.00 | X | 0 | 0 | 0 | ||
| JENNIFER OTHWEIN PHD JD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JOHN KRUMBOLTZ PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JORGE WONG PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JOSE R LLANES PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| KATHRYN PRYOR PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| LAURA W ROBERTS MD MA | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| LESLIE R KOONCE | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| MARILYN MANNING PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| MARTIN DODD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| MATT LEVINE | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| MICHAEL J KERNER PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| NAZ MOTAYAR PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| PAMELA J SWALER PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RAQUEL H NEWMAN EDD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RICHARD LONERGAN | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RITA DESALES FRENCH PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RUTH B LOVE PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| STEPHEN PEARCE PHD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| THOMAS A MACCALLA EDD | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| TOM YEH | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| WILLIAM SWING | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| ALLEN CALVIN | |||||||
| PRESIDENT | 40.00 | X | 414586 | 0 | 181199 | X | |
| KATHERINE G TAORMINO | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JOSEPH P TYRRELL | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| WILLIAM FROMING | |||||||
| VICE PRESIDENT OF ACADEMIC AFFAIRS | 40.00 | 267436 | 0 | 20952 | X | ||
| JUNE KLEIN | |||||||
| VICE PRESIDENT OF BUSINESS AFFAIRS/CFO | 40.00 | 162661 | 0 | 15297 | X | ||
| ROBERT RUSSELL | |||||||
| DIRECTOR OF CLINICAL TRAINING | 40.00 | 211899 | 0 | 19382 | X | ||
| LEONARD BECKUM | |||||||
| PROFESSOR/ASSOCIATE DIRECTOR OF ACADEMIC AFFAIRS | 40.00 | 186185 | 0 | 17476 | X | ||
| JAMES BRECKENRIDGE | |||||||
| PHD PROFESSOR/DEAN OF AA | 40.00 | 172282 | 0 | 9720 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1415049 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 264026 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 |
|---|---|---|---|---|---|
| STANFORD | |||||
| 401 QUARRY ROAD RM 3213 | STANFORD | CA | 94305 | CONSORTIUM | 1696918 |
| JENZABAR | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | SOFTWARE/CONSULTING | 460628 |
| CORNERSTONE | |||||
| 1720 S AMPHLETT BLVD SUITE 110 | SAN MATEO | CA | 94402 | RENT | 417672 |
| JOHN PLANE | |||||
| 100 NORTH HILL DR SUITE 12 | BRISBANE | CA | 94005 | CONSTRUCTION | 295023 |
| COMPVIEW INC | |||||
| PO BOX 60000 | SAN FRANCISCO | CA | 94160 | AV SYSTEMS | 294477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Fundraising Events | 167081 | FundraisingEvents |
| All Other Contributions | 746415 | AllOtherContributions |
| Noncash Contributions | 57318 | NoncashContributions |
| Total Contributions | 913496 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 18794642 | 18794642 |
| COURSE FEES | 611600 | 3112459 | 3112459 |
| OTHER PROGRAM SERV. IN | 611710 | 339659 | 339659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22246760 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13883 | TotalRevenueColumn |
| Exclusion | $13,883 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16600 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 167081 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 105706 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -89106 | TotalRevenueColumn |
| Exclusion | -$89,106 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23085033 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22246760 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$75,223 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1280821 | Total |
| Program Services | 1280821 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1252388 | Total |
| Program Services | 837802 | ProgramServices |
| Management And General | 414586 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8506577 | Total |
| Program Services | 6870839 | ProgramServices |
| Management And General | 1390337 | ManagementAndGeneral |
| Fundraising | 245401 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534945 | Total |
| Program Services | 288360 | ProgramServices |
| Management And General | 236956 | ManagementAndGeneral |
| Fundraising | 9629 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380295 | Total |
| Program Services | 308213 | ProgramServices |
| Management And General | 66312 | ManagementAndGeneral |
| Fundraising | 5770 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690369 | Total |
| Program Services | 547205 | ProgramServices |
| Management And General | 123830 | ManagementAndGeneral |
| Fundraising | 19334 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55328 | Total |
| Management And General | 55328 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112700 | Total |
| Management And General | 112700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1080597 | Total |
| Program Services | 539395 | ProgramServices |
| Management And General | 480609 | ManagementAndGeneral |
| Fundraising | 60593 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756328 | Total |
| Program Services | 657538 | ProgramServices |
| Management And General | 82511 | ManagementAndGeneral |
| Fundraising | 16279 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336575 | Total |
| Program Services | 138285 | ProgramServices |
| Management And General | 183386 | ManagementAndGeneral |
| Fundraising | 14904 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167945 | Total |
| Program Services | 128443 | ProgramServices |
| Management And General | 34490 | ManagementAndGeneral |
| Fundraising | 5012 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623483 | Total |
| Program Services | 512060 | ProgramServices |
| Management And General | 97285 | ManagementAndGeneral |
| Fundraising | 14138 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156581 | Total |
| Program Services | 115947 | ProgramServices |
| Management And General | 37698 | ManagementAndGeneral |
| Fundraising | 2936 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76590 | Total |
| Program Services | 30949 | ProgramServices |
| Management And General | 42837 | ManagementAndGeneral |
| Fundraising | 2804 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75516 | Total |
| Program Services | 57754 | ProgramServices |
| Management And General | 15508 | ManagementAndGeneral |
| Fundraising | 2254 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286501 | Total |
| Program Services | 218340 | ProgramServices |
| Management And General | 59512 | ManagementAndGeneral |
| Fundraising | 8649 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146062 | Total |
| Management And General | 146062 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSORTIUM PAYMENTS | 2439265 | 2439265 | ||
| MEALS/ENTERTAINMENT | 248346 | 93056 | 95586 | 59704 |
| AWARD/ACKNOWLEDGMENTS/C | 187698 | 55352 | 117880 | 14466 |
| FACULTY & EMPLOYEE RECR | 141159 | 24147 | 97012 | 20000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384820 | Total |
| Program Services | 1124087 | ProgramServices |
| Management And General | 176439 | ManagementAndGeneral |
| Fundraising | 84294 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20920889 | Total |
| Program Services | 16267858 | ProgramServices |
| Management And General | 4066864 | ManagementAndGeneral |
| Fundraising | 586167 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43102 | BOY |
| EOY | 4170913 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3634990 | BOY |
| EOY | 1241634 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1315517 | BOY |
| EOY | 984590 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3726079 | BOY |
| EOY | 5351477 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395845 | BOY |
| EOY | 169720 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9894772 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1517021 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7088260 | BOY |
| EOY | 8377751 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262314 | BOY |
| EOY | 302798 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 686563 | BOY |
| EOY | 733977 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17152670 | BOY |
| EOY | 21332860 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1247723 | BOY |
| EOY | 1608951 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3498288 | BOY |
| EOY | 5225728 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1632508 | BOY |
| EOY | 1565369 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6378519 | BOY |
| EOY | 8400048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9132630 | BOY |
| EOY | 11611962 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 994915 | BOY |
| EOY | 661582 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 646606 | BOY |
| EOY | 659268 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10774151 | BOY |
| EOY | 12932812 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17152670 | BOY |
| EOY | 21332860 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2164144 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5483 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1096045 | BeginningOfYearBalance |
| Contributions | 12662 | Contributions |
| Investment Earnings Or Losses | 2091 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1110798 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1080810 | BeginningOfYearBalance |
| Contributions | 6734 | Contributions |
| Investment Earnings Or Losses | 8501 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1096045 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 822935 | BeginningOfYearBalance |
| Contributions | 250796 | Contributions |
| Investment Earnings Or Losses | 7607 | InvestmentEarningsOrLosses |
| Other Expenditures | -528 | OtherExpenditures |
| End Of Year Balance | 1081866 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 690411 | BeginningOfYearBalance |
| Contributions | 179154 | Contributions |
| Investment Earnings Or Losses | -46630 | InvestmentEarningsOrLosses |
| End Of Year Balance | 822935 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40650 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59350 | PermanentEndowmentEOYBalance |
| 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 | 2950000 | OtherCostOrOtherBasis |
| Book Value | 2950000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4284171 | OtherCostOrOtherBasis |
| Depreciation | 264485 | Depreciation |
| Book Value | 4019686 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1481332 | OtherCostOrOtherBasis |
| Depreciation | 678474 | Depreciation |
| Book Value | 802858 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1179269 | OtherCostOrOtherBasis |
| Depreciation | 574062 | Depreciation |
| Book Value | 605207 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8377751 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO LENDERS FOR EXCESS FUNDS TO STUDENTS | $6,184 |
| NOTE PAYABLE | $1,559,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1565369 | TotalOfAmounts |
| Total Revenue | 23085033 | TotalRevenue |
| Total Expenses | 20920889 | TotalExpenses |
| Excess Or Deficit For Year | 2164144 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5483 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -5483 | TotalAdjustments |
| Excess Or Deficit Per FS | 2158661 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21798729 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5483 | NetUnrealizedGainsInvestments |
| Other Revenues | -1280821 | OtherRevenues |
| Revenue Not Rptd F990 | -1286304 | RevenueNotRptdF990 |
| Revenue Subtotal | 23085033 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23085033 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19640068 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19640068 | ExpensesSubtotal |
| Other Expenses Not Included | 1280821 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1280821 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20920889 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JULY 31, 2012 AND 2011, MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE TAX YEARS ENDING JULY 31, 2008 AND BEFORE AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR TAX YEARS ENDING JULY 31, 2007 AND BEFORE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,280,821. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,280,821. |
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 | PALO ALTO UNIVERSITY INCLUDES THE FOLLOWING STATEMENT OF NONDISCRIMINATION IN THE STUDENT HANDBOOK AND PUBLISHES A SIMILAR STATEMENT IN ADMISSION MATERIALS, AVAILABLE IN PAPER OR ELECTRONIC FORMAT: PAU IS COMMITTED TO MAINTAINING A LEARNING ENVIRONMENT IN WHICH STUDENTS CAN DEVELOP INTELLECTUALLY, PROFESSIONALLY, PERSONALLY, AND SOCIALLY. SUCH AN ENVIRONMENT MUST BE FREE OF INTIMIDATION, FEAR, COERCION, AND REPRISAL. PAU DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, COLOR, NATIONAL ORIGIN, SEX, SEXUAL ORIENTATION, PHYSICAL OR MENTAL DISABILITY, STATUS AS A VIETNAM-ERA OR SPECIAL DISABLED VETERAN, OR AGE IN ADMISSIONS AND EMPLOYMENT AND IN THE ADMINISTRATION OF ITS PROGRAMS AND ACTIVITIES. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL AID UNDER TITLE IV OF THE STUDENT FINANCIAL ASSISTANCE PROGRAM. THE PROGRAMS THAT THE UNIVERSITY PARTICIPATES IN ARE THE FEDERAL FAMILY EDUCATION LOAN PROGRAM (WHICH INCLUDES FEDERAL STAFFORD SUBSIDIZED, UNSUBSIDIZED AND EXTENDED UNSUBSIDIZED LOANS) AND THE FEDERAL WORK STUDY PROGRAM. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TRIBUTE | NameOfEvent1 |
| Gross Receipts Event1 | 183681 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 167081 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16600 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 38371 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 43992 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12114 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11229 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 183681 | GrossReceiptsTotal |
| Charitable Contributions Total | 167081 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16600 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 38371 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 43992 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12114 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 11229 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 105706 | DirectExpenseSummaryEvents |
| Net Income Summary | -89106 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS, GRANTS AND FINANCIAL AIDS | TypeOfGrant |
| Number Of Recipients | 135 | NumberOfRecipients |
| Amount Of Cash Grant | 1280821 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES FINANCIAL AID ONLY TO QUALIFIED STUDENTS ENROLLED AT THE UNIVERSITY. THE ADMISSIONS DEPARTMENT IS RESPONSIBLE FOR MANAGING THE FELLOWSHIP AND SCHOLARSHIP ALLOCATION FOR NEW STUDENTS. THE FACULTY AND THE ADMISSIONS DEPARTMENT WORK TOGETHER TO AWARD FELLOWSHIPS OR SCHOLARSHIPS TO NEW STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (6 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLEN CALVIN | |||||||||||||
| 414586 | 0 | 0 | 0 | 0 | 0 | 180432 | 0 | 767 | 0 | 595785 | 0 | 0 | 0 |
| WILLIAM FROMING | |||||||||||||
| 267436 | 0 | 0 | 0 | 0 | 0 | 13372 | 0 | 7580 | 0 | 288388 | 0 | 0 | 0 |
| JUNE KLEIN | |||||||||||||
| 162661 | 0 | 0 | 0 | 0 | 0 | 9218 | 0 | 6079 | 0 | 177958 | 0 | 0 | 0 |
| ROBERT RUSSELL | |||||||||||||
| 211899 | 0 | 0 | 0 | 0 | 0 | 10131 | 0 | 9251 | 0 | 231281 | 0 | 0 | 0 |
| LEONARD BECKUM | |||||||||||||
| 186185 | 0 | 0 | 0 | 0 | 0 | 9002 | 0 | 8474 | 0 | 203661 | 0 | 0 | 0 |
| JAMES BRECKENRIDGE | |||||||||||||
| 172282 | 0 | 0 | 0 | 0 | 0 | 8687 | 0 | 1033 | 0 | 182002 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, QUESTION 4B: ALLEN CALVIN RECEIVED IRC SECTION 457(F) DEFERRED COMPENSATION OF $160,000. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29127 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | 10 PRINTERS | 2 | 1935 | FMV |
| X | 64 DESKTOPS | 2 | 26256 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS REVIEWED BY CFO AND AUDIT COMMITTEE. THE FORM 990 WAS ALSO MADE AVAILABLE TO THE BOARD PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN A POTENTIAL CONFLICT OF INTEREST SURFACES, IT IS REFERRED BOTH TO OUR ATTORNEYS AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. OUR ATTORNEYS' COMMENTS ARE SHARED WITH THE EXECUTIVE COMMITTEE WHO VOTES ON WHETHER THE ACTION UNDER QUESTION SHOULD BE APPROVED. THE RESULTS OF THE EXECUTIVE COMMITTEE VOTE ARE RECORDED IN THE EXECUTIVE COMMITTEE MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COST OF LIVING INCREASES BASED ON THE CPI. CEO AND CFO ARE EVALUATED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE ON PAU WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,483. | CHANGES IN NET ASSETS OR FUND BALANCES: |