WOODBURY UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WOODBURY UNIVERSITY (EIN 95-2786163)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201341309349303264
- 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 K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T17:28:46-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | 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 | 952786163 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODBURY UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 8187670888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 GLENOAKS BLVD | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 915107846 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH JONES | Name |
| Title | VP FINANCE & ADMINISTRATION | Title |
| Phone | 8187670888 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR LUIS CALINGO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 GLENOAKS BLVD | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 915107846 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55333542 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WOODBURY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1884 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | UNIVERSITY PROGRAMS FOR STUDENTS THAT LEADS TO AN UNDERGRADUATE OR GRADUATE DEGREE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 949 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3257460 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3946017 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39058728 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41707865 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 448822 | InvestmentIncomePriorYear |
| Investment Income Current Year | 82629 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2875938 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2935077 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45640948 | TotalRevenuePriorYear |
| Total Revenue Current Year | 48671588 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8290277 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9698398 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22812448 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23697320 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 53865 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 9570 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1130074 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14191555 | OtherExpensePriorYear |
| Other Expenses Current Year | 13918001 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45348145 | TotalExpensesPriorYear |
| Total Expenses Current Year | 47323289 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 292803 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1348299 | RevenuesLessExpensesCY |
| Total Assets BOY | 72574597 | TotalAssetsBOY |
| Total Assets EOY | 71880883 | TotalAssetsEOY |
| Total Liabilities BOY | 33452837 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35254199 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39121760 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36626684 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WOODBURY UNIVERSITY IS COMMITTED TO PROVIDING THE HIGHEST LEVEL OF PROFESSIONAL AND LIBERAL ARTS EDUCATION. THE INTEGRATED NATURE OF OUR EDUCATIONAL ENVIRONMENT CULTIVATES SUCCESSFUL STUDENTS WITH A STRONG AND ENDURING SENSE OF PERSONAL AND SOCIAL RESPONSIBILITY. WE PREPARE INNOVATIVE LEARNERS WHO ARE ADEPT TO COMMUNICATING AND WILLING TO CROSS THE BOUNDARIES OF KNOWLEDGE IN A RAPIDLY CHANGING AND COMPLEX WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 38856001 | Expense |
| Grants | 9698398 | Grants |
| Revenue | 41707865 | Revenue |
| Description | UNIVERSITY PROGRAMS FOR STUDENTS THAT LEADS TO AN UNDERGRADUATE OR GRADUATE DEGREE | Description |
| Total Program Service Expense | 38856001 | 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 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 | 137 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 949 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH J JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8187670888 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 GLENOAKS BLVD | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 915107846 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KENNETH NIELSEN | ||||||||
| PRESIDENT (THROUGH 6/30/12) | 40.00 | X | X | 275453 | 0 | 70528 | ||
| BRIAN BOWMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN CHANDLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARLA CLEMOW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HARVEY COVA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH DE BRIYN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RUSSELL HANLIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENEC HURWITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES INMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES JACKSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD KING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROZELLA KNOX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT KUMMER | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| GREGORY LIPPE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOUIS NAIDORF | ||||||||
| TRUSTEE | 1.00 | X | 45981 | 0 | 0 | |||
| LAWRENCE SHOAF | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| RONALD SODERLING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDWARD SPIEGEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDITH TAMKIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARL TERZIAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM THOMAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDDIE WANG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID ST AMANT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID CRONENBOLD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PEGI MATSUDA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID MISCH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WALTER MOSHER JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANI OKKASIAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH JONES | ||||||||
| VP FINANCE & ADMIN | 40.00 | X | 184346 | 0 | 24507 | |||
| SETA JAVOR | ||||||||
| BOARD SECRETARY/ADMIN TO PRESIDENT | 40.00 | X | 85476 | 0 | 10404 | |||
| DAVID ROSEN | ||||||||
| SVP ACAD. AFFAIRS (THROUGH 6/30/12) | 40.00 | 217815 | 0 | 27660 | X | |||
| RICHARD NORDIN | ||||||||
| VP ADVANCEMENT | 40.00 | 211289 | 0 | 27032 | X | |||
| DONALD ST CLAIR | ||||||||
| VP ENROLLMENT MGMT | 40.00 | 189515 | 0 | 27704 | X | |||
| STEVE DYER | ||||||||
| VP INFO. TECHNOLOGY | 40.00 | 162050 | 0 | 22379 | X | |||
| ANDRE VAN NIEKERK | ||||||||
| DEAN | 40.00 | 214771 | 0 | 27367 | X | |||
| JOHN KARAYAN | ||||||||
| PROGRAM CHAIR | 40.00 | 151108 | 0 | 20746 | X | |||
| PAUL DECKER | ||||||||
| PROGRAM CHAIR | 40.00 | 159601 | 0 | 22167 | X | |||
| NORMAN MILLAR | ||||||||
| DEAN | 40.00 | 147051 | 0 | 20291 | X | |||
| PHYLLIS CREMER | ||||||||
| VP STUDENT DEVELOPMENT | 40.00 | 144468 | 0 | 15709 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2188924 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 316494 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | 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 |
|---|---|---|---|---|---|
| S3 BUILDERS | |||||
| PO BOX 11478 | BURBANK | CA | 91510 | CONSTRUCTION COMPANY | 1489039 |
| ANTHEM BLUE CROSS | |||||
| DEPT 5812 | LOS ANGELES | CA | 90074 | HEALTH CARE PROVIDER | 1201363 |
| BON APPETIT | |||||
| 1000 WEST TEMPLE STREET FILE 5019 | LOS ANGELES | CA | 90074 | CATERING/DINING HALL SERVICES | 1065633 |
| RENAISSANCE AGENCIES INC | |||||
| 12121 WILSHIRE BLVD STE 1001 | LOS ANGELES | CA | 90025 | STUDENT HEALTH INSURANCE PROVIDER | 529488 |
| IN FOCUS ADVERTISING | |||||
| 29219 CANWOOD STREET STE 101 | AGOURA HILLS | CA | 91301 | MARKETING | 468474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 24 | NumberOfContractorsGT100K |
| Fundraising Events | 91823 | FundraisingEvents |
| Government Grants | 2541692 | GovernmentGrants |
| All Other Contributions | 1312502 | AllOtherContributions |
| Total Contributions | 3946017 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 41678269 | 41678269 |
| PERKINS LOAN INTEREST | 900099 | 29596 | 29596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41707865 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 314950 | TotalRevenueColumn |
| Exclusion | $314,950 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6346148 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6578469 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -232321 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -232321 | TotalRevenueColumn |
| Exclusion | -$232,321 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76800 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 91823 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 83485 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6685 | TotalRevenueColumn |
| Exclusion | -$6,685 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AUXILIARY ENTERPRISES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 1783951 | TotalRevenueColumn |
| Exclusion | $1,783,951 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1157811 | TotalRevenueColumn |
| Exclusion | $1,157,811 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2941762 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48671588 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41707865 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,017,706 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9698398 | Total |
| Program Services | 9698398 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1809817 | Total |
| Program Services | 45601 | ProgramServices |
| Management And General | 1525895 | ManagementAndGeneral |
| Fundraising | 238321 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128833 | Total |
| Management And General | 35000 | ManagementAndGeneral |
| Fundraising | 93833 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17197056 | Total |
| Program Services | 15507535 | ProgramServices |
| Management And General | 1243918 | ManagementAndGeneral |
| Fundraising | 445603 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1729160 | Total |
| Program Services | 1381254 | ProgramServices |
| Management And General | 276465 | ManagementAndGeneral |
| Fundraising | 71441 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1217449 | Total |
| Program Services | 931503 | ProgramServices |
| Management And General | 224755 | ManagementAndGeneral |
| Fundraising | 61191 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1615005 | Total |
| Program Services | 1350931 | ProgramServices |
| Management And General | 205789 | ManagementAndGeneral |
| Fundraising | 58285 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68484 | Total |
| Management And General | 63909 | ManagementAndGeneral |
| Fundraising | 4575 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157717 | Total |
| Management And General | 157717 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9570 | Total |
| Fundraising | 9570 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72976 | Total |
| Management And General | 72976 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000864 | Total |
| Program Services | 462578 | ProgramServices |
| Management And General | 529286 | ManagementAndGeneral |
| Fundraising | 9000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1221514 | Total |
| Program Services | 20933 | ProgramServices |
| Management And General | 1179622 | ManagementAndGeneral |
| Fundraising | 20959 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701854 | Total |
| Program Services | 520666 | ProgramServices |
| Management And General | 141614 | ManagementAndGeneral |
| Fundraising | 39574 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349703 | Total |
| Program Services | 183002 | ProgramServices |
| Management And General | 166701 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 806869 | Total |
| Program Services | 490408 | ProgramServices |
| Management And General | 310690 | ManagementAndGeneral |
| Fundraising | 5771 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249742 | Total |
| Program Services | 194490 | ProgramServices |
| Management And General | 49856 | ManagementAndGeneral |
| Fundraising | 5396 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242559 | Total |
| Program Services | 131552 | ProgramServices |
| Management And General | 101763 | ManagementAndGeneral |
| Fundraising | 9244 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1273239 | Total |
| Program Services | 1273239 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2607666 | Total |
| Program Services | 2607666 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196849 | Total |
| Management And General | 196849 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENTIAL FOOD SERV. | 875364 | 875364 | ||
| SECURITY | 407553 | 289480 | 118073 | |
| STUDENT ACTIVITY EXPENS | 376958 | 337190 | 38680 | 1088 |
| RESTRICTED EXPENSE | 373273 | 373273 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2934817 | Total |
| Program Services | 2180938 | ProgramServices |
| Management And General | 697656 | ManagementAndGeneral |
| Fundraising | 56223 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47323289 | Total |
| Program Services | 38856001 | ProgramServices |
| Management And General | 7337214 | ManagementAndGeneral |
| Fundraising | 1130074 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2813467 | BOY |
| EOY | 3850676 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2122207 | BOY |
| EOY | 1678756 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2050853 | BOY |
| EOY | 1508924 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841687 | BOY |
| EOY | 753849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 68276714 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23487820 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45324549 | BOY |
| EOY | 44788894 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16084441 | BOY |
| EOY | 16091925 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1711819 | BOY |
| EOY | 1680959 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1625574 | BOY |
| EOY | 1526900 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72574597 | BOY |
| EOY | 71880883 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 909681 | BOY |
| EOY | 822873 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1208119 | BOY |
| EOY | 1516848 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24785000 | BOY |
| EOY | 24260000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1162024 | BOY |
| EOY | 909967 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5388013 | BOY |
| EOY | 7744511 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33452837 | BOY |
| EOY | 35254199 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30484069 | BOY |
| EOY | 27289752 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3943843 | BOY |
| EOY | 4343136 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4693848 | BOY |
| EOY | 4993796 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39121760 | BOY |
| EOY | 36626684 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72574597 | BOY |
| EOY | 71880883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1348299 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3843375 | 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 | 16732675 | BeginningOfYearBalance |
| Contributions | 715250 | Contributions |
| Investment Earnings Or Losses | -87944 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 458951 | GrantsOrScholarships |
| End Of Year Balance | 16901030 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13484576 | BeginningOfYearBalance |
| Contributions | 1210587 | Contributions |
| Investment Earnings Or Losses | 2166207 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 128695 | GrantsOrScholarships |
| End Of Year Balance | 16732675 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10799498 | BeginningOfYearBalance |
| Contributions | 1637495 | Contributions |
| Investment Earnings Or Losses | 1190555 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 142972 | GrantsOrScholarships |
| End Of Year Balance | 13484576 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12307670 | BeginningOfYearBalance |
| Contributions | 630268 | Contributions |
| Investment Earnings Or Losses | -1989440 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 149000 | GrantsOrScholarships |
| End Of Year Balance | 10799498 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.80340 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19370 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00290 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7384774 | OtherCostOrOtherBasis |
| Book Value | 7384774 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51397774 | OtherCostOrOtherBasis |
| Depreciation | 16035976 | Depreciation |
| Book Value | 35361798 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6272281 | OtherCostOrOtherBasis |
| Depreciation | 4689895 | Depreciation |
| Book Value | 1582386 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3221885 | OtherCostOrOtherBasis |
| Depreciation | 2761949 | Depreciation |
| Book Value | 459936 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44788894 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER PAYABLES | $118,754 |
| ACCRUED PENSION | $6,308,873 |
| BOND INTEREST PAYABLE | $571,917 |
| STUDENT FUNDS PAYABLE/DEPOSITS | $630,935 |
| GIFT ANNUITY OBLIGATION | $114,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7744511 | TotalOfAmounts |
| Total Revenue | 48671588 | TotalRevenue |
| Total Expenses | 47323289 | TotalExpenses |
| Excess Or Deficit For Year | 1348299 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -433720 | NetUnrealizedGLOnInvestments |
| Other | -$3,409,655 | OtherAmount |
| Total Adjustments | -3843375 | TotalAdjustments |
| Excess Or Deficit Per FS | -2495076 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35140324 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -433720 | NetUnrealizedGainsInvestments |
| Other Revenues | 83485 | OtherRevenues |
| Revenue Not Rptd F990 | -350235 | RevenueNotRptdF990 |
| Revenue Subtotal | 35490559 | RevenueSubtotal |
| Investment Expenses Not Included | 72976 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13108053 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 13181029 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 48671588 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 37635400 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 83485 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 83485 | ExpensesNotRptdF990 |
| Expenses Subtotal | 37551915 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 72976 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9698398 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9771374 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 47323289 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE MARKET VALUE AS OF THE DONATION DATE OF THE ENDOWMENT ASSETS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2012 AND 2011, RESPECTIVELY. THE UNIVERSITY FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR ITS FEDERAL AND 2006 FOR ITS STATE TAX FILINGS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN MINIMUM PENSION LIABILITY -3,409,655. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS SPECIAL EVENT EXPENSE 83,485. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSE RECLASS - FUNDED SCHOLARSHIPS 8,926,886. EXPENSE RECLASS - FINANCIAL AID 771,512. CHANGE IN MINIMUM PENSION LIABILITY 3,409,655. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS SPECIAL EVENT EXPENSE 83,485. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSE RECLASS - FINANCIAL AID 8,926,886. EXPENSE RECLASS - FUNDED SCHOLARSHIPS 771,512. |
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 UNIVERSITY'S NONDISCRIMINATION POLICY IS STATED IN ALL UNIVERSITY PUBLICATIONS, APPLICATIONS, RECRUITING LITERATURE, CATALOGUES, ETC. IT IS ALSO POSTED PROMINENTLY ON CAMPUS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY PARTICIPATES IN THE PERKINS LOAN PROGRAM. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FASHION SHOW BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 168623 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 91823 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 76800 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 34758 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 48727 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 168623 | GrossReceiptsTotal |
| Charitable Contributions Total | 91823 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76800 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 34758 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 48727 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 83485 | DirectExpenseSummaryEvents |
| Net Income Summary | -6685 | NetIncomeSummary |
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 |
|---|---|---|
| INSTITUTIONAL STUDENT AID | 1084 | 8926886 |
| FUNDED SCHOLARSHIPS | 172 | 771512 |
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: FOR SCHOLARSHIPS, THE UNIVERSITY'S FINANCIAL AID DEPARTMENT REVIEWS AND MATCHES THE REQUIREMENTS TO THE RECIPIENT. FOR GRANTS, A DIRECTOR FOR THE GRANT AUTHORIZES EXPENDITURES. FOR GOVERNMENT GRANTS, THE UNIVERSITY REVIEWS THE GOVERNMENT'S "DO NOT USE-VENDOR LIST" TO QUALIFY PROSPECTIVE VENDORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH NIELSEN | |||||||||||||
| 262498 | 0 | 0 | 0 | 12955 | 0 | 32711 | 0 | 37817 | 0 | 345981 | 0 | 0 | 0 |
| KENNETH JONES | |||||||||||||
| 184346 | 0 | 0 | 0 | 0 | 0 | 17812 | 0 | 6695 | 0 | 208853 | 0 | 0 | 0 |
| DAVID ROSEN | |||||||||||||
| 217815 | 0 | 0 | 0 | 0 | 0 | 20965 | 0 | 6695 | 0 | 245475 | 0 | 0 | 0 |
| RICHARD NORDIN | |||||||||||||
| 211289 | 0 | 0 | 0 | 0 | 0 | 20337 | 0 | 6695 | 0 | 238321 | 0 | 0 | 0 |
| DONALD ST CLAIR | |||||||||||||
| 189515 | 0 | 0 | 0 | 0 | 0 | 21009 | 0 | 6695 | 0 | 217219 | 0 | 0 | 0 |
| STEVE DYER | |||||||||||||
| 162050 | 0 | 0 | 0 | 0 | 0 | 15684 | 0 | 6695 | 0 | 184429 | 0 | 0 | 0 |
| ANDRE VAN NIEKERK | |||||||||||||
| 214771 | 0 | 0 | 0 | 0 | 0 | 20672 | 0 | 6695 | 0 | 242138 | 0 | 0 | 0 |
| JOHN KARAYAN | |||||||||||||
| 151108 | 0 | 0 | 0 | 0 | 0 | 14149 | 0 | 6597 | 0 | 171854 | 0 | 0 | 0 |
| PAUL DECKER | |||||||||||||
| 159601 | 0 | 0 | 0 | 0 | 0 | 15510 | 0 | 6657 | 0 | 181768 | 0 | 0 | 0 |
| NORMAN MILLAR | |||||||||||||
| 147051 | 0 | 0 | 0 | 0 | 0 | 13809 | 0 | 6482 | 0 | 167342 | 0 | 0 | 0 |
| PHYLLIS CREMER | |||||||||||||
| 144468 | 0 | 0 | 0 | 0 | 0 | 15217 | 0 | 492 | 0 | 160177 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE UNIVERSITY PAYS THE MONTHLY MEMBERSHIP DUES FOR THE SOCIAL CLUBS TO WHICH BOTH DR. NIELSEN AND MR. VAN NIEKERK BELONG. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178BGO | 2006-01-11 | 19894727 | CONSTRUCTION OF BUILDINGS | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178FR2 | 2007-02-27 | 7190996 | CONSTRUCTION OF BUILDINGS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| 19974619 | 1292249 | 438210 | 139506 | 13728602 | 2008 | 1 | 0 | 1 | 1 |
| 7224646 | 420575 | 143889 | 36071 | 6617500 | 2008 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| CITIGROUP FINANCIAL | ||||||||
| 0 | 0 | 0 | 1 | PRODUCTS INC | 1.900000000000 | 1 | 0 | 0 |
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K SUPPLENTAL INFORMATION | THE ISSUE PRICE REPORTED ON SCHEDULE K, PART I, LINE B, COLUMN (E) OF $7,190,996 IS NOT THE SAME AMOUNT AS FORM 8038, PART III, LINE 21(B) AS WOODBURY UNIVERSITY IS NOT THE ONLY RECIPIENT OF FUNDS FROM THE ISSUE. |
| SCH K, PART II, LINE 3 | THE DIFFERENCE BETWEEN PART I COLUMN (E) ISSUE PRICE AND PART II LINE 3 TOTAL PROCEEDS OF ISSUE IS INVESTMENT INCOME ON RESERVE FUNDS. |
| SCH K, PART V | THE UNIVERSITY IS IN THE PROCESS OF DEVELOPING AND IMPLEMENTING APPROPRIATE WRITTEN PROCEDURES. IN THE MEANTIME, THE UNIVERSITY HAS EFFECTIVE MANAGEMENT REVIEWS AND MONITORING CONTROLS IN PLACE TO PREVENT OR DETECT ANY MATERIAL MISSTATEMENTS RELATED TO BONDS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ROSE NIELSEN | |||
| WIFE OF DR. KENNETH NIELSEN, PRESIDENT | 93833 | EMPLOYMENT | 0 |
| JANET MCINTYRE | |||
| WIFE OF DON ST. CLAIR, KEY EMPLOYEE | 35000 | INDEPENDENT CONTRACTOR | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS PRESENTED, REVIEWED, AND APPROVED BY THE BOARD OF TRUSTEES-FINANCE COMMITTEE. OUR FORM 990 IS AVAILABLE FOR REVIEW OR COPY GIVEN TO ANY TRUSTEE REQUESTING IT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, BOTH THE BOARD OF TRUSTEES AND EXECUTIVE MANAGEMENT PREPARE CONFLICT OF INTEREST TRANSACTION FORMS, AND ANY IMPROPER TRANSACTIONS ARE IDENTIFIED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY'S COMPENSATION POLICY IS DESIGNED TO PROVIDE EQUITABLE COMPENSATION TO EACH EMPLOYEE REFLECTIVE OF THE DUTIES AND RESPONSIBILITIES OF HIS/HER POSITION; TO MAINTAIN AN EQUITABLE RELATIONSHIP BETWEEN SALARIES PAID BY THE UNIVERSITY AND THOSE PAID EXTERNALLY FOR COMPARABLE OCCUPATIONAL GROUPS; TO REWARD EMPLOYEES ON THE BASIS OF PERFORMANCE AND LENGTH OF SERVICE, ETC. IN ORDER TO ACHIEVE THESE OBJECTIVES, THE PROGRAM CONSISTS OF POSITION DESCRIPTIONS THAT DEFINE THE CONTENT OF EACH POSITION, A COMPETITIVE SALARY STRUCTURE THAT TAKES INTO ACCOUNT WHAT OTHER ORGANIZATIONS PAY FOR SIMILAR WORK, POSITION EVALUATIONS THAT PLACE POSITIONS INTO APPROPRIATE SALARY GRADES WITHIN THE SALARY STRUCTURE, AND SALARY PLANNING THAT PROVIDES THE BASIS FOR SALARY INCREASES TO RECOGNIZE PERFORMANCE AND SALARY MOVEMENT IN THE EXTERNAL MARKETPLACE. PRESIDENT'S COMPENSATION - THE UNIVERSITY'S BOARD OF TRUSTEES ANNUALLY REVIEWS THE PRESIDENT'S COMPENSATION PACKAGE. THEIR REVIEW IS BASED ON THE STUDY OF COMPARATIVE SALARY AND BENEFITS DATA FOR PRESIDENTS AT COMPARABLE INDEPENDENT COLLEGES AND UNIVERSITIES IN CALIFORNIA. THE MOST RECENT REVIEW OCCURRED DURING 2012 AND BECAME EFFECTIVE JULY 1, 2012. BECAUSE INSTITUTIONS ARE PLACED IN CATEGORIES DEPENDENT ON INSTITUTIONAL CHARACTERISTICS THAT INCLUDE ENROLLMENT, ENDOWMENT, NUMBERS OF FULL-TIME FACULTY, REVENUE BUDGET, ETC., THE BOARD DETERMINES ITS DECISION BY STUDYING NOT ONLY THOSE INSTITUTIONS IN THE SAME CATEGORY AS WOODBURY (GROUP IVA) BUT ALSO THOSE IN GROUP III, GROUPS II-B AND II-A. THE BOARD ALSO EXERCISES FINAL AUTHORITY IN TERMS OF ANY ACROSS-THE-BOARD CPI INCREASES AND/OR CHANGES TO THE BENEFITS PACKAGE. TOP MANAGEMENT, OFFICERS & KEY EMPLOYEES - THE SALARY ADMINISTRATION OBJECTIVES NOTED IN THE INITIAL PARAGRAPH ABOVE UTILIZE A POINT-RATING JOB CLASSIFICATION SYSTEM THAT DETERMINES THE RELATIVE VALUE OF ALL POSITIONS. THE CLASSIFICATION SYSTEM DEFINES THOSE CHARACTERISTICS OF "FACTORS" THAT ARE PRESENT IN ALL POSITIONS EVALUATED WITHIN THE SYSTEM. THE DEGREE TO WHICH EACH "FACTOR" IS PRESENT IN A GIVEN JOB IS DETERMINED AND A POINT VALUE IS ASSIGNED TO EACH FACTOR. THE SUM OF THESE POINT VALUES DETERMINES THE POSITION GRADE THAT RESPONDS TO A SALARY STRUCTURE TO ENSURE EQUITY. THE UNIVERSITY RECOGNIZES THE NEED FOR INDIVIDUALIZED SALARY "STUDIES" FOR SEVERAL TOP MANAGEMENT POSITIONS WHOSE GRADE ASSIGNMENT COMPRISES THE UPPER LEVELS OF THE GRADE STRUCTURE. IN SUCH INSTANCES, SALARIES WITHIN THE SALARY STRUCTURE THAT ARE BELOW MARKET AND THAT ARE REQUIRED TO ATTRACT AND RETAIN QUALIFIED PERSONNEL WHO CAN PERFORM THE TASKS NECESSARY FOR THE SUCCESSFUL OPERATION OF THE UNIVERSITY ARE REVIEWED BY POSITION USING THE SAME CRITERIA AS THE BOARD UTILIZES FOR REVIEW OF THE PRESIDENT'S COMPENSATION PACKAGE. ALL FULL-TIME FACULTY, INCLUDING FULL-TIME LIBRARIANS, ARE COMPENSATED BASED ON ASSIGNED RANK ACCORDING TO A SET OF CRITERIA DEFINED IN THE FACULTY HANDBOOK. THESE CRITERIA COVER EDUCATIONAL REQUIREMENTS, TEACHING EXPERIENCE, PROFESSIONAL DEVELOPMENT AND COMMUNITY SERVICE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -433,720. CHANGE IN MINIMUM PENSION LIABILITY -3,409,655. TOTAL TO FORM 990, PART XI, LINE 5: -3,843,375. | CHANGES IN NET ASSETS OR FUND BALANCES: |