NAROPA UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NAROPA UNIVERSITY (EIN 84-1029228)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-26
- IRS object ID
- 201340579349300629
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-26T16:24:40-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840869721 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHRHARDT KEEFE STEINER & HOTTMAN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841029228 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAROPA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NARO | NameControl |
| Phone | 3034440202 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 ARAPAHOE AVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES LIEF | Name |
| Title | PRESIDENT | Title |
| Phone | 3037409400 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG CHOUN | Name |
| PTIN | P00173718 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 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 | CHARLES LIEF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 ARAPAHOE AVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24835295 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NAROPA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | NAROPA UNIVERSITY IS NORTH AMERICA'S LEADING INSTITUTION OF CONTEMPLATIVE EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 765 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 5263 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1037862 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1060073 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22934832 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23520806 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -338737 | InvestmentIncomePriorYear |
| Investment Income Current Year | 168254 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5263 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23633957 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24754396 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3979141 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4098612 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11500335 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12105336 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 45638 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 629531 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7234800 | OtherExpensePriorYear |
| Other Expenses Current Year | 7253079 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22759914 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23457027 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 874043 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1297369 | RevenuesLessExpensesCY |
| Total Assets BOY | 32876943 | TotalAssetsBOY |
| Total Assets EOY | 32943269 | TotalAssetsEOY |
| Total Liabilities BOY | 14948518 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13801618 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17928425 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19141651 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18139335 | Expense |
| Grants | 4058932 | Grants |
| Revenue | 23004019 | Revenue |
| Description | THE UNIVERSITY OFFERS UNDERGRADUATE, GRADUATE AND CONTINUING EDUCATIONPROGRAMS IN ARTS, SOCIAL SCIENCES AND THE HUMANITIES. IT ISACCREDITED BY THE HIGHER LEARNING COMMISSION. THERE ARE APPROXIMATELY 1,100 GRADUATE AND UNDERGRADUATE STUDENTS. INSTRUCTION, STUDENT SERVICES, AND ACADEMIC SUPPORT PROGRAM SERVICES ALL SUPPORT THE UNIVERSITY'S PURPOSE AND MISSION TO EDUCATE THE WHOLE PERSON. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 542620 | Expense |
| Grants | 39680 | Grants |
| Revenue | 516787 | Revenue |
| Description | ALAYA PRESCHOOL OPERATES AS A PRESCHOOL AND CHILD CARE FACILITY SERVING CHILDREN AND THEIR FAMILIES IN THE GREATER BOULDER AREA. AS PART OF NAROPA UNIVERSITY, ALAYA PRESCHOOL OPERATES AS A LAB SCHOOL SERVING STUDENTS IN NAROPA'S EARLY CHILDHOOD AND CONTEMPLATIVE EDUCATION PROGRAMS. ALAYA IS LICENSED BY THE COLORADO DEPARTMENT OF HUMAN SERVICES, DIVISION OF CHILD CARE AND SERVES APPROXIMATELY 60 FAMILIES. FINANCIAL SUPPORT IS PROVIDED FOR SOME FAMILIES THROUGH SCHOLARSHIPS FOR TUITION ASSISTANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 18681955 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 166 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 765 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTI WARREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3034440202 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 ARAPAHOE AVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 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 |
|---|---|---|---|---|---|---|---|
| CHARLES LIEF | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| JUDITH LIEF | |||||||
| VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| JOHN BENNETT | |||||||
| VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| LYNNE KATZMANN | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| JUDITH SIMMER-BROWN | |||||||
| FACULTY TRUSTEE | 40.00 | X | 64555 | 0 | 7175 | ||
| NATHAN SNYDER | |||||||
| STUDENT TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| SAKYONG MIPHAM RINPOCHE | |||||||
| TRUSTEE & LINEAGE HOLDER | 3.00 | X | 0 | 0 | 0 | ||
| JIM ROSEN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| PAMELA KRASNEY | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| VIJAY SINGH | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JAN WILLIS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| THOMAS HAST | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JERRY COLONNA | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER HORMEL | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| ANDREW DAVISON | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| CAROLYN JACOBS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| GABRIELLE EDISON | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| MARGERY GOLDMAN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| MARTIN JANOWITZ | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOHN WHITEHOUSE COBB | |||||||
| PRESIDENT | 40.00 | X | X | 39637 | 0 | 1857 | |
| STUART LORD | |||||||
| PRESIDENT | 40.00 | X | X | 181409 | 0 | 58115 | |
| TODD KILBURN | |||||||
| INTERIM CFO | 40.00 | X | 74495 | 0 | 7984 | ||
| CAROL BLACKSHIRE-BELAY | |||||||
| PROVOST | 40.00 | X | 63864 | 0 | 5332 | ||
| STUART SIGMAN | |||||||
| PROVOST | 40.00 | X | 87262 | 0 | 6225 | ||
| CHERYL BARBOUR | |||||||
| VP STUDENT AFFAIRS AND ENROLLEMENT MANAGEMENT | 40.00 | 110029 | 0 | 6629 | X | ||
| JILL GRAMMER | |||||||
| VP OF DEVELOPMENT | 40.00 | 134174 | 0 | 14616 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 755425 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 107933 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 |
|---|---|---|---|---|---|
| JENZABAR | |||||
| 101 HUNTINGTON AVENUE SUITE 2200 | BOSTON | MA | 02199 | SOFTWARE MANAGEMENT | 788892 |
| DENEUVE DESIGN | |||||
| 2344 SPRUCE ST SUITE B | BOULDER | CO | 80302 | CONSTRUCTION | 326378 |
| JACKSON KELLY PLLC | |||||
| 1099 18TH ST SUITE 2150 | DENVER | CO | 80202 | LEGAL | 262225 |
| NOEL LEVITZ | |||||
| 6300 S SYRACUSE WAY SUITE 645 | CENTENNIAL | CO | 80111 | STUDENT ENROLLMENT & RETENTION | 219530 |
| CENTER MANAGEMENT GROUP | |||||
| 2741 IRIS AVE SUITE C | BOULDER | CO | 80304 | GENERAL CONTRACTOR | 131080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 587345 | GovernmentGrants |
| All Other Contributions | 472728 | AllOtherContributions |
| Noncash Contributions | 27324 | NoncashContributions |
| Total Contributions | 1060073 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 22310398 | 22310398 |
| AUXILIARY-PRESCHOOL | 611710 | 516787 | 516787 |
| AUXILIARY-HOUSING | 611710 | 482599 | 482599 |
| OTHER PROGRAM REVENUE | 611710 | 211022 | 211022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23520806 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 223173 | TotalRevenueColumn |
| Exclusion | $223,173 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25705 | Securities |
| Other | 275 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 80899 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -55194 | Securities |
| Other | 275 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -54919 | TotalRevenueColumn |
| Exclusion | -$54,919 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBI FROM K-1S | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5263 | TotalRevenueColumn |
| Unrelated Business Revenue | 5263 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5263 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24754396 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23520806 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5263 | UnrelatedBusinessRevenue |
| Exclusion | $168,254 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4098612 | Total |
| Program Services | 4098612 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519298 | Total |
| Program Services | 239481 | ProgramServices |
| Management And General | 279817 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9515715 | Total |
| Program Services | 8071984 | ProgramServices |
| Management And General | 1091902 | ManagementAndGeneral |
| Fundraising | 351829 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275958 | Total |
| Program Services | 219924 | ProgramServices |
| Management And General | 43506 | ManagementAndGeneral |
| Fundraising | 12528 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1004946 | Total |
| Program Services | 831315 | ProgramServices |
| Management And General | 134566 | ManagementAndGeneral |
| Fundraising | 39065 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789419 | Total |
| Program Services | 662541 | ProgramServices |
| Management And General | 100344 | ManagementAndGeneral |
| Fundraising | 26534 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100000 | Total |
| Management And General | 100000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358667 | Total |
| Program Services | 117386 | ProgramServices |
| Management And General | 239941 | ManagementAndGeneral |
| Fundraising | 1340 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114344 | Total |
| Program Services | 94 | ProgramServices |
| Management And General | 114250 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52810 | Total |
| Program Services | 21811 | ProgramServices |
| Management And General | 30743 | ManagementAndGeneral |
| Fundraising | 256 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 923442 | Total |
| Program Services | 528412 | ProgramServices |
| Management And General | 364140 | ManagementAndGeneral |
| Fundraising | 30890 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372498 | Total |
| Program Services | 72212 | ProgramServices |
| Management And General | 298640 | ManagementAndGeneral |
| Fundraising | 1646 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294559 | Total |
| Program Services | 239529 | ProgramServices |
| Management And General | 24893 | ManagementAndGeneral |
| Fundraising | 30137 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 934908 | Total |
| Program Services | 752104 | ProgramServices |
| Management And General | 145553 | ManagementAndGeneral |
| Fundraising | 37251 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535842 | Total |
| Program Services | 355287 | ProgramServices |
| Management And General | 173653 | ManagementAndGeneral |
| Fundraising | 6902 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293830 | Total |
| Program Services | 220500 | ProgramServices |
| Management And General | 66332 | ManagementAndGeneral |
| Fundraising | 6998 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97967 | Total |
| Program Services | 72790 | ProgramServices |
| Management And General | 22764 | ManagementAndGeneral |
| Fundraising | 2413 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530557 | Total |
| Program Services | 265384 | ProgramServices |
| Management And General | 263005 | ManagementAndGeneral |
| Fundraising | 2168 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594178 | Total |
| Program Services | 519720 | ProgramServices |
| Management And General | 69088 | ManagementAndGeneral |
| Fundraising | 5370 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202698 | Total |
| Program Services | 83714 | ProgramServices |
| Management And General | 118001 | ManagementAndGeneral |
| Fundraising | 983 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT & MAINTENANCE | 606618 | 427721 | 175373 | 3524 |
| EDUCATION MATERIAL | 509204 | 504499 | 4147 | 558 |
| HOSTING | 175021 | 108383 | 43057 | 23581 |
| MERCHANT FEES & LICENSE | 115760 | 48454 | 64739 | 2567 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440176 | Total |
| Program Services | 220098 | ProgramServices |
| Management And General | 177087 | ManagementAndGeneral |
| Fundraising | 42991 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23457027 | Total |
| Program Services | 18681955 | ProgramServices |
| Management And General | 4145541 | ManagementAndGeneral |
| Fundraising | 629531 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4540241 | BOY |
| EOY | 859669 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4338081 | BOY |
| EOY | 7229161 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324026 | BOY |
| EOY | 126648 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 483691 | BOY |
| EOY | 532485 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510559 | BOY |
| EOY | 488642 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461075 | BOY |
| EOY | 390593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23872512 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6108134 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17371349 | BOY |
| EOY | 17764378 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17245 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4830676 | BOY |
| EOY | 5551693 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32876943 | BOY |
| EOY | 32943269 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1749649 | BOY |
| EOY | 997077 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457730 | BOY |
| EOY | 338088 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11190000 | BOY |
| EOY | 10975000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1551139 | BOY |
| EOY | 1491453 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14948518 | BOY |
| EOY | 13801618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14924156 | BOY |
| EOY | 16508502 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1475951 | BOY |
| EOY | 1101007 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1528318 | BOY |
| EOY | 1532142 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17928425 | BOY |
| EOY | 19141651 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32876943 | BOY |
| EOY | 32943269 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1297369 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -84143 | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 67541 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4830676 | BeginningOfYearBalance |
| Contributions | 815154 | Contributions |
| Investment Earnings Or Losses | -36536 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 57601 | GrantsOrScholarships |
| End Of Year Balance | 5551693 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3906832 | BeginningOfYearBalance |
| Contributions | 264499 | Contributions |
| Investment Earnings Or Losses | 712871 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 53526 | GrantsOrScholarships |
| End Of Year Balance | 4830676 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3029444 | BeginningOfYearBalance |
| Contributions | 342419 | Contributions |
| Investment Earnings Or Losses | 595575 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 60606 | GrantsOrScholarships |
| End Of Year Balance | 3906832 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4157674 | BeginningOfYearBalance |
| Contributions | 4828 | Contributions |
| Investment Earnings Or Losses | 120454 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1253512 | AdministrativeExpenses |
| End Of Year Balance | 3029444 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.66770 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05630 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6061975 | OtherCostOrOtherBasis |
| Book Value | 6061975 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14697090 | OtherCostOrOtherBasis |
| Depreciation | 4078075 | Depreciation |
| Book Value | 10619015 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42635 | OtherCostOrOtherBasis |
| Depreciation | 6091 | Depreciation |
| Book Value | 36544 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1403270 | OtherCostOrOtherBasis |
| Depreciation | 1038947 | Depreciation |
| Book Value | 364323 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1667542 | OtherCostOrOtherBasis |
| Depreciation | 985021 | Depreciation |
| Book Value | 682521 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17764378 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENDOWMENT ASSETS | Description |
| Book Value | 5551693 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5551693 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP AGREEMENT | $969,080 |
| STUDENT DEPOSITS HELD | $29,016 |
| PERKINS FUND PAYABLE | $493,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1491453 | TotalOfAmounts |
| Total Revenue | 24754396 | TotalRevenue |
| Total Expenses | 23457027 | TotalExpenses |
| Excess Or Deficit For Year | 1297369 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -104253 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 565 | DonatedServicesAndFacilities |
| Other | $19,545 | OtherAmount |
| Total Adjustments | -84143 | TotalAdjustments |
| Excess Or Deficit Per FS | 1213226 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20571641 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -104253 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 565 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 24808 | OtherRevenues |
| Revenue Not Rptd F990 | -78880 | RevenueNotRptdF990 |
| Revenue Subtotal | 20650521 | RevenueSubtotal |
| Other Revenues Not Included | 4103875 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4103875 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24754396 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19358415 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19358415 | ExpensesSubtotal |
| Other Expenses Not Included | 4098612 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4098612 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23457027 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE ARTWORK IS COMPOSED OF PAINTINGS, CALLIGRAPHIES, SLIDES, AND PHOTOS THAT PROVIDE HISTORICAL REFERENCES TO THE SCHOOL'S FOUNDER AND HERITAGE. | |
| PART V, LINE 4: | EACH YEAR, THE UNIVERSITY CAN USE UP TO 5% OF THE FAIR MARKET VALUE FROM ENDOWMENT FUNDS FOR SCHOLARSHIPS AND OTHER PURPOSES AS SPECIFIED BY THE DONOR IN THE ENDOWMENT AGREEMENT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2012 AND 2011. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED IN MANAGEMENT AND GENERAL EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2012 AND 2011. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2008 THROUGH PRESENT. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN SWAP AGREEMENTS 24,808. UBI FROM K-1S -5,263. TOTAL TO SCHEDULE D, PART XI, LINE 8: 19,545. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN SWAP AGREEMENTS 24,808. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS & GRANTS NETTED WITH TUITION REVENUE PER FS 4,058,932. UBI FROM K-1S 5,263. ALAYA SCHOLARSHIPS 39,680. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS & GRANTS NETTED WITH TUITION REVENUE PER FS 4,058,932. ALAYA SCHOLARSHIPS 39,680. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE STATEMENT IS POSTED ON THE UNIVERSITY'S PUBLIC WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | NAROPA OFFERS STUDENT LOANS THROUGH GOVERNMENT PROGRAMS SUCH AS PELL, STAFFORD, PERKINS, AND DIRECT LOANS. NAROPA ALSO HAS STUDENT WORKERS AND RECEIVES A SUBSIDY FROM THE GOVERNMENT TO OFFSET A PORTION OF THEIR COMPENSATION. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConducted |
| Specific Services Provided | ART THERAPY | SpecificServicesProvided |
| Total Expenditures | 19700 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 19700 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 19700 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS, TUITION DISCOUNTS, STUDENT AID | 853 | 4058932 |
| ALAYA PRESCHOOL FINANCIAL NEED BASED ASSISTANCE | 18 | 39680 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE FINANCIAL AID OFFICE MONITORS STUDENTS ADHERENCE TO ACADEMIC SCHOLARSHIP REQUIREMENTS SUCH AS GPA AND SATISFACTORY ACADEMIC PROGRESS. |
| SCHEDULE I, PART III: | ALAYA PRESCHOOL HAS CHILDREN WHO RECEIVE SOME SCHOLARSHIP SUPPORT IN THE FORM OF TUITION REDUCTION IN ADDITION TO OTHER CHILDREN THAT RECEIVE SUPPORT VIA CCCAP (COLORADO CHILD CARE ASSISTANCE PROGRAM). THIS IS A STATE FUNDED PROGRAM FOR LOW INCOME FAMILIES. WE DO NOT GET FULLY REIMBURSED FOR THE REGULAR COST OF CARE SO SCHOLARSHIPS ARE USED TO FUND THE DIFFERENCE FOR THESE FAMILIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STUART LORD | NamePerson |
| Base Compensation Filing Org | 175000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6409 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 58115 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 239524 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDED A RESIDENCE FOR STUART LORD. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO EDUCATION & CULTURAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 840896727 | IssuerEIN |
| CUSIP Number | 196458J87 | CUSIPNumber |
| Date Issued | 2005-08-04 | DateIssued |
| Issue Price | 6740000 | IssuePrice |
| Description Of Purpose | UNIVERSITY CAPITAL EXPENDITURE PROJECTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 6740000 | TotalProceeds |
| Refunding Escrow | 5727747 | RefundingEscrow |
| Issuance Costs From Proceeds | 134800 | IssuanceCostsFromProceeds |
| Credit Enhancement | 64051 | CreditEnhancement |
| Capital Expenditures | 813402 | CapitalExpenditures |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE 1 | Identifier |
| Explanation | THE ARBITRAGE REBATE CALCULATION WAS COMPLETED ON JANUARY 20, 2011 AND NO ARBITRAGE REBATE WAS DUE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27324 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART III, LINE 1 | NAROPA RECOGNIZES THE INHERENT GOODNESS AND WISDOM OF EACH HUMAN BEING. IT EDUCATES THE WHOLE PERSON, CULTIVATING ACADEMIC EXCELLENCE AND CONTEMPLATIVE INSIGHT IN ORDER TO INFUSE KNOWLEDGE WITH WISDOM, THE UNIVERSITY NURTURES IN ITS STUDENTS A LIFELONG JOY IN LEARNING, A CRITICAL INTELLECT, THE SENSE OF PURPOSE THAT ACCOMPANIES COMPASSIONATE SERVICE TO THE WORLD AND THE OPENNESS AND EQUANIMITY THAT ARISE FROM AUTHENTIC INSIGHT AND SELF-UNDERSTANDING, ULTIMATELY, NAROPA STUDENTS EXPLORE THE INNER RESOURCES NEEDED TO ENGAGE COURAGEOUSLY WITH A COMPLEX AND CHALLENGING WORLD, TO HELP TRANSFORM THAT WORLD THROUGH SKILL AND COMPASSION AND TO ATTAIN DEEPER LEVELS OF HAPPINESS AND MEANING IN THEIR LIVES. DRAWING ON THE VITAL INSIGHTS OF THE WORLD'S WISDOM TRADITIONS, THE UNIVERSITY IS SIMULTANEOUSLY BUDDHIST-INSPIRED. |
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES LIEF, CHAIRMAN, AND JUDITH LIEF, VICE CHAIR, ARE BOTH HUSBAND AND WIFE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE FINANCE TEAM AND PRESIDENT BEFORE BEING FILED WITH THE IRS. THE REVIEWED FORM 990 IS THEN FORWARDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES FOR THE PRESIDENT, VICE PRESIDENTS AND OTHER HIGH RANKING EMPLOYEES ARE SET BY THE BOARD IN CONJUNCTION WITH THE HR DEPARTMENT AND PRESIDENT. BOARD MEMBERS INVOLVED WILL USUALLY INCLUDE THE CHAIRMAN OF THE BOARD, THE CHAIR OF THE BUDGET AND FINANCE COMMITTEE, AND MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD. HR USES CUPA (COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION) TO GET COMPARABLE SALARY INFORMATION FOR SIMILAR POSITIONS AT SCHOOLS WITH SIMILAR SIZE AND REVENUE. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -104,253. DONATED SERVICES AND USE OF FACILITIES: 565. CHANGE IN SWAP AGREEMENTS 24,808. UBI FROM K-1S -5,263. TOTAL TO FORM 990, PART XI, LINE 5: -84,143. |