GOLDEN GATE UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GOLDEN GATE UNIVERSITY (EIN 94-1585735)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201220619349302337
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T15:11:14-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941585735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDEN GATE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOLD | NameControl |
| Phone | 4154427859 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 MISSION STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D HITE | Name |
| Title | VP OF BUSINESS AFFAIRS & CFO | Title |
| Phone | 4154427859 | Phone |
| Date Signed | 2012-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A DOCILI | Name |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT D HITE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 MISSION STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 93950283 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GGU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO CHANGE THE LIVES OF ADULT STUDENTS THROUGH PROFESSIONAL PRACTICE DEGREES AND CERTIFICATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1240 | TotalNbrEmployees |
| Total Nbr Volunteers | 90 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1759787 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2526148 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59327539 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 65971781 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2388206 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3769070 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1203368 | OtherRevenuePriorYear |
| Other Revenue Current Year | 892777 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64678900 | TotalRevenuePriorYear |
| Total Revenue Current Year | 73159776 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4734515 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7692164 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35999019 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38807296 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 162089 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 192266 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1551398 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18043998 | OtherExpensePriorYear |
| Other Expenses Current Year | 21168393 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58939621 | TotalExpensesPriorYear |
| Total Expenses Current Year | 67860119 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5739279 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5299657 | RevenuesLessExpensesCY |
| Total Assets BOY | 139750600 | TotalAssetsBOY |
| Total Assets EOY | 150855496 | TotalAssetsEOY |
| Total Liabilities BOY | 52738200 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 51302302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 87012400 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 99553194 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | GOLDEN GATE UNIVERSITY (THE "UNIVERSITY") WAS FOUNDED IN 1901 AND OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS OF HIGHER EDUCATION THROUGH COURSES OFFERED IN NORTHERN CALIFORNIA, LOS ANGELES, CALIFORNIA AS WELL AS IN SEATTLE, WASHINGTON, AND THROUGH THE INTERNET. THE UNIVERSITY IS AN INDEPENDENT CENTER OF IN-PERSON AND VIRTUAL LEARNING THAT AIMS TO CHANGE THE LIVES OF ADULT STUDENTS THROUGH PROFESSIONAL PRACTICE DEGREES, CERTIFICATIONS AND LIFE-LONG LEARNING PROGRAMS IN BUSINESS, LAW, TAX, ACCOUNTING AND RELATED PROFESSIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 56466132 | Expense |
| Grants | 7678560 | Grants |
| Revenue | 66093945 | Revenue |
| Description | HIGHER EDUCATION IS THE UNIVERSITY'S SOLE MISSION AND PROGRAM. GGU OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS OF HIGHER EDUCATION THROUGH COURSES OFFERED IN CALIFORNIA (NORTHERN CALIFORNIA AND LOS ANGELES), WASHINGTON (SEATTLE), AND THE INTERNET. | Description |
| Total Program Service Expense | 56466132 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 1 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 128 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1240 | 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 | 25 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D HITE CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154427859 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOLDEN GATE UNIV536 MISSION ST | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DANA WALDMAN | |||||||||
| CHAIR/PROFESSOR | 4.00 | X | 26000 | 0 | 0 | ||||
| TED MITCHELL | |||||||||
| TRUSTEE/PROFESSOR | 4.00 | X | 19090 | 0 | 0 | ||||
| TRACEY EDWARDS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROI EWELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL GOLDSMITH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROSEMARY MARTIN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LES SCHMIDT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARK ANDERSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JIM O'NEIL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PAUL REGAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SUTHEE TRITASAVIT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAN RILEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHIP CONRADI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LEE BAXTER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY HUSS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRUCE HART | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRUCE BRADEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARK BURTON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ANN MOLLER CAEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JP HARBOUR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LINDA MONTGOMERY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MADELYN MALLORY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BARBARA ROBERTS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CAMERON CARLSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RANDY MERK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAN ANGEL | |||||||||
| PRESIDENT | 37.50 | 367737 | 0 | 18918 | X | ||||
| ROBERT HITE | |||||||||
| CFO/VP BUSINESS AFFAIRS | 37.50 | 229415 | 0 | 14447 | X | ||||
| BARBARA KARLIN | |||||||||
| VP ACADEMIC AFFAIRS | 37.50 | 221286 | 0 | 33050 | X | ||||
| DRUCILLA RAMEY | |||||||||
| LAW DEAN | 37.50 | 239709 | 0 | 29093 | X | ||||
| TERRENCE CONNELLY | |||||||||
| GRAD BUSINESS DEAN | 37.50 | 168009 | 0 | 14512 | X | ||||
| MARY CANNING | |||||||||
| TAX & ACCOUNTING DEAN | 37.50 | 164982 | 0 | 19168 | X | ||||
| ELIZABETH BRADY | |||||||||
| VP ADVANCEMENT | 37.50 | 150360 | 0 | 16802 | X | ||||
| JON SYLVESTER | |||||||||
| LAW PROFESSOR | 37.50 | 201131 | 0 | 35403 | X | ||||
| KIMBERLY STANLEY | |||||||||
| LAW PROFESSOR | 37.50 | 180894 | 0 | 16760 | X | ||||
| RACHEL VAN CLEAVE | |||||||||
| LAW PROFESSOR | 37.50 | 180187 | 0 | 10604 | X | ||||
| MARC GREENBERG | |||||||||
| LAW PROFESSOR | 37.50 | 162119 | 0 | 22657 | X | ||||
| PETER KEANE | |||||||||
| LAW PROFESSOR | 37.50 | 177681 | 0 | 11670 | X | ||||
| PHILIP FRIEDMAN | |||||||||
| PROFESSOR/FORMER PRESIDENT | 37.50 | 163650 | 0 | 14743 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2652250 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 257827 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAHILL CONTRACTORS INCORPORATED | |||||
| 425 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | BUILDING CONTRACTOR | 1970485 |
| MORTAR ADVERTISING LLC | |||||
| 25 MAIDEN LANE 6TH FLOOR | SAN FRANCISCO | CA | 94108 | MARKETING | 792556 |
| INSIDE TRACK INC | |||||
| 150 SPEAR STREET STE 900 | SAN FRANCISCO | CA | 94105 | STUDENT RECRUITING | 413750 |
| SECURITAS SECURITY SERVICES INC | |||||
| 120 HOWARD ST STE 640 | SAN FRANCISCO | CA | 94105 | SECURITY | 378740 |
| NCS PEARSON INC | |||||
| 13036 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | SOFTWARE SUPPORT | 356274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Fundraising Events | 96810 | FundraisingEvents |
| Government Grants | 399776 | GovernmentGrants |
| All Other Contributions | 2029562 | AllOtherContributions |
| Total Contributions | 2526148 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 65971781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65971781 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 65971781 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1587580 | TotalRevenueColumn |
| Exclusion | $1,587,580 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 77710 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 77710 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77710 | TotalRevenueColumn |
| Exclusion | $77,710 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22933011 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20751521 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2181490 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2181490 | TotalRevenueColumn |
| Exclusion | $2,181,490 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8790 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 96810 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 38986 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30196 | TotalRevenueColumn |
| Exclusion | -$30,196 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 611710 | 470477 | $470,477 | |
| REIMBURSED ATTY. FEES | 611710 | 252622 | $252,622 | |
| SEOG/FWSP/PERKINS | 611710 | 33829 | 33829 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88335 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88335 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 845263 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73159776 | TotalRevenueColumn |
| Related Or Exempt Function Income | 66093945 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,539,683 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6047 | Total |
| Program Services | 6047 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7678560 | Total |
| Program Services | 7678560 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7557 | Total |
| Program Services | 7557 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1664001 | Total |
| Program Services | 887934 | ProgramServices |
| Management And General | 613367 | ManagementAndGeneral |
| Fundraising | 162700 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29369689 | Total |
| Program Services | 24732608 | ProgramServices |
| Management And General | 4109931 | ManagementAndGeneral |
| Fundraising | 527150 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1489991 | Total |
| Program Services | 1166323 | ProgramServices |
| Management And General | 281330 | ManagementAndGeneral |
| Fundraising | 42338 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4105731 | Total |
| Program Services | 3213851 | ProgramServices |
| Management And General | 775216 | ManagementAndGeneral |
| Fundraising | 116664 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2177884 | Total |
| Program Services | 1800572 | ProgramServices |
| Management And General | 325685 | ManagementAndGeneral |
| Fundraising | 51627 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49988 | Total |
| Program Services | 26120 | ProgramServices |
| Management And General | 23393 | ManagementAndGeneral |
| Fundraising | 475 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209500 | Total |
| Management And General | 209500 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192266 | Total |
| Fundraising | 192266 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302570 | Total |
| Management And General | 302570 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1741632 | Total |
| Program Services | 1259698 | ProgramServices |
| Management And General | 436408 | ManagementAndGeneral |
| Fundraising | 45526 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2827677 | Total |
| Program Services | 2718733 | ProgramServices |
| Management And General | 45314 | ManagementAndGeneral |
| Fundraising | 63630 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1131461 | Total |
| Program Services | 816213 | ProgramServices |
| Management And General | 194481 | ManagementAndGeneral |
| Fundraising | 120767 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145519 | Total |
| Program Services | 573635 | ProgramServices |
| Management And General | 562215 | ManagementAndGeneral |
| Fundraising | 9669 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3989679 | Total |
| Program Services | 3098333 | ProgramServices |
| Management And General | 834398 | ManagementAndGeneral |
| Fundraising | 56948 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596345 | Total |
| Program Services | 522494 | ProgramServices |
| Management And General | 44846 | ManagementAndGeneral |
| Fundraising | 29005 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404300 | Total |
| Program Services | 308746 | ProgramServices |
| Management And General | 77205 | ManagementAndGeneral |
| Fundraising | 18349 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2070223 | Total |
| Program Services | 1814864 | ProgramServices |
| Management And General | 220835 | ManagementAndGeneral |
| Fundraising | 34524 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3796622 | Total |
| Program Services | 3420411 | ProgramServices |
| Management And General | 311145 | ManagementAndGeneral |
| Fundraising | 65066 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369839 | Total |
| Program Services | 15607 | ProgramServices |
| Management And General | 354232 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LIBRARY EXPENSE | 1671755 | 1668148 | 3607 | |
| BANK CHARGES | 580918 | 468554 | 104899 | 7465 |
| FACULTY & STUDENT DEVEL | 130343 | 129659 | 684 | |
| BAD DEBT | 105721 | 99293 | 6428 | |
| MISC. OPERATING | 44301 | 32172 | 12012 | 117 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67860119 | Total |
| Program Services | 56466132 | ProgramServices |
| Management And General | 9842589 | ManagementAndGeneral |
| Fundraising | 1551398 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1390 | BOY |
| EOY | 1390 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8586804 | BOY |
| EOY | 9547109 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712219 | BOY |
| EOY | 517775 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2002266 | BOY |
| EOY | 1678803 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150000 | BOY |
| EOY | 150000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2771676 | BOY |
| EOY | 2848353 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855757 | BOY |
| EOY | 1102820 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 110421550 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38940121 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71255975 | BOY |
| EOY | 71481429 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49766968 | BOY |
| EOY | 59913311 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3647545 | BOY |
| EOY | 3614506 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139750600 | BOY |
| EOY | 150855496 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7293312 | BOY |
| EOY | 7087234 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183346 | BOY |
| EOY | 95902 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40592389 | BOY |
| EOY | 39911753 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4669153 | BOY |
| EOY | 4207413 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52738200 | BOY |
| EOY | 51302302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62682444 | BOY |
| EOY | 72211818 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7923829 | BOY |
| EOY | 10523736 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16406127 | BOY |
| EOY | 16817640 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87012400 | BOY |
| EOY | 99553194 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139750600 | BOY |
| EOY | 150855496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5299657 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7241137 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 1 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $150 | RalliesDemonstrationsAmount |
| Other Activities | 1 | OtherActivities |
| Total Lobbying Expenditures IIB | 150 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49765984 | BeginningOfYearBalance |
| Contributions | 2412013 | Contributions |
| Investment Earnings Or Losses | 10506637 | InvestmentEarningsOrLosses |
| Other Expenditures | 2861115 | OtherExpenditures |
| End Of Year Balance | 59823519 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25775252 | BeginningOfYearBalance |
| Contributions | 20639103 | Contributions |
| Investment Earnings Or Losses | 6734026 | InvestmentEarningsOrLosses |
| Other Expenditures | 3382397 | OtherExpenditures |
| End Of Year Balance | 49765984 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31480584 | BeginningOfYearBalance |
| Contributions | 399943 | Contributions |
| Investment Earnings Or Losses | -4472371 | InvestmentEarningsOrLosses |
| Other Expenditures | 1632904 | OtherExpenditures |
| End Of Year Balance | 25775252 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.57060 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27840 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15100 | 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 | 2599803 | OtherCostOrOtherBasis |
| Book Value | 2599803 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9116623 | OtherCostOrOtherBasis |
| Depreciation | 7393651 | Depreciation |
| Book Value | 1722972 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73726432 | OtherCostOrOtherBasis |
| Depreciation | 15478511 | Depreciation |
| Book Value | 58247921 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4112260 | OtherCostOrOtherBasis |
| Depreciation | 1798169 | Depreciation |
| Book Value | 2314091 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20866432 | OtherCostOrOtherBasis |
| Depreciation | 14269790 | Depreciation |
| Book Value | 6596642 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71481429 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| US GOVERNMENT GRANT REFUNDABLE | $1,990,914 |
| CHARITABLE REMAINDER TRUST RESERVE | $407,797 |
| INTEREST PAYABLE | $531,835 |
| LEASE ABANDONMENT LIABILITY | $421,322 |
| CAPITAL LEASE & OTHER LIABILITIES | $855,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4207413 | TotalOfAmounts |
| Total Revenue | 73159776 | TotalRevenue |
| Total Expenses | 67860119 | TotalExpenses |
| Excess Or Deficit For Year | 5299657 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7166779 | NetUnrealizedGLOnInvestments |
| Other | $74,358 | OtherAmount |
| Total Adjustments | 7241137 | TotalAdjustments |
| Excess Or Deficit Per FS | 12540794 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 72426824 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7166779 | NetUnrealizedGainsInvestments |
| Other Revenues | -7604202 | OtherRevenues |
| Revenue Not Rptd F990 | -437423 | RevenueNotRptdF990 |
| Revenue Subtotal | 72864247 | RevenueSubtotal |
| Investment Expenses Not Included | 295529 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 295529 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 73159776 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 59886030 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 59886030 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 295529 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 7678560 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7974089 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 67860119 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY USES THE INCOME FROM THE ENDOWMENT FUND PRIMARILY FOR SCHOLARSHIPS ACCORDING TO THE DONOR'S RESTRICTION. SMALL AMOUNTS ARE ALSO USED FOR OPERATING EXPENSES AT DESIGNATED SCHOOLS WITHIN THE UNIVERSITY AND FOR FACULTY SUPPORT AS DESIGNATED BY THE DONOR. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE PRINCIPAL ACTIVITIES OF THE UNIVERSITY ARE EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF THE U.S. INTERNAL REVENUE CODE, SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. THE UNIVERSITY CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES FOR THE YEARS 2008 THROUGH 2010 AND FOR CALIFORNIA STATE AUTHORITIES FOR THE YEARS 2007 THROUGH 2010. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ACTUARIAL CHANGE IN SPLIT INTEREST TRUST 74,358. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF SCHOLARSHIPS NETTED WITH TUITION -7,678,560. ACTUARIAL CHANGE IN SPLIT INTEREST TRUST 74,358. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF SCHOLARSHIPS NETTED WITH TUITION 7,678,560. |
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 | NEWSPAPER MEDIA DISPLAYS INCLUDE A STATEMENT REGARDING THE RACIAL NONDISCRIMINATORY POLICY OF THE UNIVERSITY IN THE RECRUITMENT OF STUDENTS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | GOLDEN GATE ASSISTS ITS STUDENTS THROUGH THE OPERATION OF COMPREHENSIVE FINANCIAL AID PROGRAMS. THE FINANCIAL AID PROGRAMS INCLUDE A FEDERAL REVOLVING LOAN PROGRAM ADMINISTERED BY THE UNIVERSITY. WHEN A STUDENT CEASES TO BE ENROLLED IN THE UNIVERSITY (AND AFTER A GRACE PERIOD), THE STUDENT IS EXPECTED TO BEGIN MAKING PAYMENTS WITH THE ULTIMATE GOAL OF RETURNING THE LOAN FUNDS. UNDER AN AGREEMENT WITH THE FEDERAL GOVERNMENT, PORTIONS OF THE PRINCIPAL AND INTEREST DUE ON STUDENT NOTES RECEIVABLE MAY BE CANCELED UNDER CERTAIN CONDITIONS. THE UNIVERSITY IS REIMBURSED BY THE FEDERAL GOVERNMENT FOR SUBSTANTIALLY ALL OF THE INSTITUTION'S PORTION OF THE CANCELLATIONS. IN ADDITION TO THE FUNDS RECEIVED UNDER THE REVOLVING LOAN PROGRAM, THE UNIVERSITY RECEIVED DIRECTLY OR ACTS AS A PASS-THROUGH AGENT FOR A VARIETY OF FEDERAL AID PROGRAMS, INCLUDING LOANS AND GRANTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | SUMMER LAW PROGRAM | 225205 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS | EARTHQUAKE RELIEF | 6000 |
| SOUTH ASIA | 0 | 0 | GRANTS | SCHOLARSHIPS | 1557 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 5340895 | |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | 103275 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | 112215 |
| 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 | 5789147 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 5789147 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Purpose Of Grant | EARTHQUAKE RELIEF | PurposeOfGrant |
| Amount Of Cash Grant | 6000 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | 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 |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SCHOLARSHIP FUNDS ARE USED TO OFFSET THE COST OF TUITION. MONEY IS NOT AVAILABLE TO PERSONS NOT ENROLLED AT THE UNIVERSITY. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Name Of IndividualNameOfIndividual |
|---|---|---|---|---|---|---|---|---|---|
| RUFFALO CODY & ASSOCIATES INC | |||||||||
| 221 3RD AVE SE STE 10 PO BOX 3018 | CEDAR RAPIDS | IA | 52406 | TELEMARKETING | 0 | 93598 | 71037 | 22561 | |
| (no name) | |||||||||
| PO BOX 72587 | JACKSON HEIGHTS | NY | 11372 | GRANT WRITING | 0 | 35000 | 59700 | -24700 | JANET GREENBERG |
| MARTS & LUNDY INC | |||||||||
| 1200 WALL ST W | LYNDHURST | NJ | 07071 | CAMPAIGN CONSULTANT | 0 | 0 | 58979 | -58979 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 128598 | TotalGrossReceipts |
| Total Retained By Contractors | 189716 | TotalRetainedByContractors |
| Total Net To Organization | -61118 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MH | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MP | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
| Licensed States | MN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PILF | NameOfEvent1 |
| Gross Receipts Event1 | 4600 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 490 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4110 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 500 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 1500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1278 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1751 | OtherDirectExpensesEvent1 |
| Name Of Event2 | RON GEORGE | NameOfEvent2 |
| Gross Receipts Event2 | 101000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 96320 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 4680 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 8209 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8760 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 8425 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 8564 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 105600 | GrossReceiptsTotal |
| Charitable Contributions Total | 96810 | CharitableContributionsTotal |
| Gross Revenue Total Events | 8790 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 500 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9709 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 10038 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 8425 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 10315 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38987 | DirectExpenseSummaryEvents |
| Net Income Summary | -30197 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 1066 | NumberOfRecipients |
| Amount Of Cash Grant | 7678560 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GGU DISBURSES FUNDS FOR EDUCATIONAL PURPOSES WITHIN THE MEANING OF IRC SECTION 170(C)(2). DISBURSEMENTS TO INDIVIDUALS ARE AWARDS OF SCHOLARSHIPS TO QUALIFYING STUDENTS IN FURTHERANCE OF THEIR EDUCATIONAL PURSUITS. SEE GGU'S SCHOLARSHIP POLICY: HTTP://WWW.GGU.EDU/ADMISSIONS_AND_COSTS/TUITION_FINANCIAL_AID/FINANCIAL_AID | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN ANGEL | |||||||||||||
| 337737 | 0 | 30000 | 0 | 0 | 0 | 17150 | 0 | 1768 | 0 | 386655 | 0 | 0 | 0 |
| ROBERT HITE | |||||||||||||
| 219415 | 0 | 10000 | 0 | 0 | 0 | 14447 | 0 | 0 | 0 | 243862 | 0 | 0 | 0 |
| BARBARA KARLIN | |||||||||||||
| 211286 | 0 | 10000 | 0 | 0 | 0 | 15025 | 0 | 18025 | 0 | 254336 | 0 | 0 | 0 |
| DRUCILLA RAMEY | |||||||||||||
| 239709 | 0 | 0 | 0 | 0 | 0 | 17146 | 0 | 11947 | 0 | 268802 | 0 | 0 | 0 |
| TERRENCE CONNELLY | |||||||||||||
| 168009 | 0 | 0 | 0 | 0 | 0 | 11860 | 0 | 2652 | 0 | 182521 | 0 | 0 | 0 |
| MARY CANNING | |||||||||||||
| 164982 | 0 | 0 | 0 | 0 | 0 | 11400 | 0 | 7768 | 0 | 184150 | 0 | 0 | 0 |
| ELIZABETH BRADY | |||||||||||||
| 150360 | 0 | 0 | 0 | 0 | 0 | 10484 | 0 | 6318 | 0 | 167162 | 0 | 0 | 0 |
| JON SYLVESTER | |||||||||||||
| 201131 | 0 | 0 | 0 | 0 | 0 | 12599 | 0 | 22804 | 0 | 236534 | 0 | 0 | 0 |
| KIMBERLY STANLEY | |||||||||||||
| 180894 | 0 | 0 | 0 | 0 | 0 | 9159 | 0 | 7601 | 0 | 197654 | 0 | 0 | 0 |
| RACHEL VAN CLEAVE | |||||||||||||
| 180187 | 0 | 0 | 0 | 0 | 0 | 10604 | 0 | 0 | 0 | 190791 | 0 | 0 | 0 |
| MARC GREENBERG | |||||||||||||
| 162119 | 0 | 0 | 0 | 0 | 0 | 10022 | 0 | 12635 | 0 | 184776 | 0 | 0 | 0 |
| PETER KEANE | |||||||||||||
| 177681 | 0 | 0 | 0 | 0 | 0 | 11670 | 0 | 0 | 0 | 189351 | 0 | 0 | 0 |
| PHILIP FRIEDMAN | |||||||||||||
| 163650 | 0 | 0 | 0 | 0 | 0 | 10963 | 0 | 3780 | 0 | 178393 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 521705592 | 2005-05-01 | 15000000 | TO ACQUIRE, CONSTRUCT AND RENOVATE UNIVERSITY FACILITIES. | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 521705592 | 2001-10-18 | 20000000 | TO ACQUIRE, CONSTRUCT AND RENOVATE UNIVERSITY FACILITIES. | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 13981314 | 863025 | 163800 | 21835827 | 2008 | 0 | 0 | 1 | 1 |
| 29360000 | 2040225 | 544672 | 20279157 | 2004 | 1 | 1 | 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 | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 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 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
| FIRST UNION | ||||||||
| 0 | 0 | 0 | 1 | 0 | 0 | NATIONAL BANK | 30.000000000000 | 1 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PHILIP FRIEDMAN | NamePerson |
| Purpose Of Loan | RESIDENCE LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $150,000 | OriginalPrincipalAmount |
| Balance Due | 150000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 150000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | GGU'S AUDITOR COMPLETES THE FORM 990 FOR THE UNIVERSITY. THE CONTROLLER SUBMITS THE FORM 990 TO THE CFO FOR REVIEW AND DISCUSSION. AS NEEDED, THE DISCUSSION IS HELD WITH THE AUDITORS AND REVISIONS ARE MADE. THE FINAL DRAFT OF THE FORM 990 SHALL BE POSTED TO THE GGU BOARD OF TRUSTEES INTRANET PAGE AND A MESSAGE SHALL BE COMMUNICATED TO THE TRUSTEES THAT THE FINAL DRAFT FORM 990 IS AVAILABLE FOR REVIEW. AUDIT COMMITTEE MEMBERS ARE ASKED TO REVIEW THE FORM 990 PRIOR TO THE NEXT AUDIT COMMITTEE MEETING. DURING THAT AUDIT COMMITTEE MEETING, THE FORM 990 SHALL BE DISCUSSED AND REVIEWED BY THE COMMITTEE MEMBERS, THE AUDITORS, AND GGU STAFF. IF NECESSARY, REVISIONS ARE MADE. IF REVISIONS ARE MADE, THE REVISED FORM 990 SHALL BE REPOSTED TO THE WEBSITE AND A MESSAGE SHALL BE COMMUNICATED THAT THE REVISED DOCUMENT IS AVAILABLE FOR REVIEW. ALL DISCUSSION IS DOCUMENTED IN THE AUDIT COMMITTEE MEETING MINUTES. ONCE THE CFO CONFIRMS THAT THE AUDIT COMMITTEE HAS REVIEWED THE FORM 990, THE AUDITORS WILL BE NOTIFIED THAT THE FORM 990 IS READY TO BE SUBMITTED TO THE IRS. THE AUDITORS COORDINATE THE FILING OF THE FORM 990. THE SIGNED 990 AND THE PUBLIC FILE VERSION ARE DISTRIBUTED TO THE UNIVERSITY. | |
| EACH NEW MEMBER OF THE BOARD OF TRUSTEES WILL RECEIVE, IN HIS OR HER ORIENTATION PACKAGE, A COPY OF THE GOLDEN GATE UNIVERSITY CONFLICT OF INTEREST POLICY ACCOMPANIED BY THE CONFLICT OF INTEREST POLICY QUESTIONNAIRE. PRIOR TO THE NEW TRUSTEE'S INDUCTION INTO THE BOARD, HE OR SHE WILL SIGN AND DATE THE FORM, AND SUBMIT IT TO THE SECRETARY TO THE BOARD FOR INCLUSION IN BOARD RECORDS. AT THE FINAL BOARD MEETING EACH YEAR, ALL TRUSTEES SHALL COMPLETE A NEW CONFLICT OF INTEREST POLICY QUESTIONNAIRE, AND SUBMIT IT TO THE SECRETARY TO THE BOARD FOR INCLUSION IN BOARD RECORDS. BOARD MEMBERS WHO FAIL TO SUBMIT AN UPDATED QUESTIONNAIRE MAY BE SUBJECT TO EXPULSION FROM GOLDEN GATE UNIVERSITY'S BOARD OF TRUSTEES. EACH NEW FULL-TIME EMPLOYEE WILL RECEIVE, IN HIS OR HER ORIENTATION PACKAGE, A COPY OF THE GOLDEN GATE UNIVERSITY CONFLICT OF INTEREST POLICY ACCOMPANIED BY THE CONFLICT OF INTEREST POLICY QUESTIONNAIRE. THE NEW EMPLOYEE WILL SIGN AND DATE THE QUESTIONNAIRE WITHIN 30 DAYS OF HIS OR HER DATE OF HIRE AND SUBMIT IT TO THE HUMAN RESOURCES DEPARTMENT. THE QUESTIONNAIRE WILL BE FILED IN THE EMPLOYEE'S OFFICIAL PERSONNEL FILE MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| ALL OFFICERS - THE EXECUTIVE COMMITTEE WILL ADMINISTER THIS EXECUTIVE COMPENSATION POLICY BY: - ASSESSING THE NATURE AND SCOPE OF EACH OFFICER POSITION - ASSESSING THE BASIS FOR WHICH COMPENSATION IS PAID TO INDIVIDUALS HOLDING SUCH POSITIONS INCLUDING UNIQUE BACKGROUND, EXPERIENCE, PERSONAL SKILLS, EXCEPTIONAL PERFORMANCE, ADDITIONAL DUTIES AND ABILITIES, AND CHALLENGES FACING THE ORGANIZATION THAT REQUIRE THE USE OF SUCH ATTRIBUTES OR SKILLS - OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA INCLUDING DATA FROM THE FOLLOWING: - SIMILARLY SITUATED ORGANIZATIONS, BOTH FOR-PROFIT AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS - THE AVAILABILITY OF SIMILAR SPECIALTIES IN THE GEOGRAPHIC AREA - INDEPENDENT COMPENSATION SURVEYS BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS VICE PRESIDENTS - THE BOARD OF TRUSTEES AUTHORIZES THE PRESIDENT TO ESTABLISH COMPENSATION RECOMMENDATIONS FOR THE VICE PRESIDENT OF ACADEMIC AFFAIRS AND THE VICE PRESIDENT OF BUSINESS AFFAIRS BASED ON HIS ASSESSMENT OF EACH INDIVIDUAL'S PERFORMANCE AND SCOPE OF THE POSITION AND COMPARABLE COMPENSATION MARKET DATA AS DESCRIBED ABOVE. THE EXECUTIVE COMMITTEE OF THE BOARD WILL THEN MEET WITH THE PRESIDENT TO DISCUSS AND REVIEW HIS RECOMMENDATIONS, AND APPROVE, REQUEST ADDITIONAL INFORMATION OR AMEND THE RECOMMENDATION ON THE BASIS OF THEIR DISCUSSIONS. PRESIDENT - THE EXECUTIVE COMMITTEE MEETS INDEPENDENT OF THE PRESIDENT TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE COMMITTEE ALSO CONSIDERS INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, FACULTY, AND OTHER INFORMED COMMUNITY LEADERS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE PRESIDENT PRESENT, TO THE FULL BOARD FOR REVIEW AND APPROVAL. THE COMMITTEE AND/OR THE BOARD CHAIR (A MEMBER OF THE COMMITTEE) THEN MEET WITH THE PRESIDENT TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. | FORM 990, PART VI, SECTION B, LINE 15 | |
| UPON REQUEST TO THE OFFICE OF THE CFO. IN ADDITION WE PROVIDE OUR AUDITED FINANCIAL STATEMENTS TO MOODY'S, STANDARD AND POOR'S, OUR BOND TRUSTEE, AND THE U.S. DEPARTMENT OF EDUCATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 7,166,779. ACTUARIAL CHANGE IN SPLIT INTEREST TRUST 74,358. TOTAL TO FORM 990, PART XI, LINE 5: 7,241,137. | FORM 990, PART XI, LINE 5: |
| THE ROLE OF THE AUDIT COMMITTEE | THE ROLE AND PROCESS OF THE AUDIT COMMITTEE HAVE NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D AND CAROLYN A IRELAND CHARITABLE REMAINDER TRUST | |||||||||||
| 536 MISSION STREET | SAN FRANCISCO | CA | 941052921 | 916404045 | INVESTMENTS | CA | N/A | T | 28594 | 253768 | 0.71000 |
| KATHRYN E RINGGOLD CHARITABLE REMAINDER TRUST DTD 51805 | |||||||||||
| 536 MISSION STREET | SAN FRANCISCO | CA | 941052921 | 206606654 | INVESTMENTS | CA | N/A | T | 9659 | 338830 | 1.00000 |
| MARGARET KANZEE IRREVOCABLE TRUST UAD | |||||||||||
| 411 WEST LAFAYETTE | DETROIT | MI | 48226 | 946125965 | INVESTMENTS | MI | N/A | T | 8147 | 1.00000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |