2011-04-12T12:10:25-05:00 2010-06-30 BURR PILGER MAYER INC 600 CALIFORNIA STREET SUITE 1300 SAN FRANCISCO CA 94108 990 2009-07-01 943204136 MENLO COLLEGE MENL 6505433753 1000 EL CAMINO REAL ATHERTON CA 94027 DR James Kelly 6505433717 2011-04-11 1 Maga Kisriev 4154215757 2009 2016-02-24 21:20:13Z DR James Kelly 1000 EL CAMINO REAL ATHERTON CA 94027 179418605 0 X WWW.MENLO.EDU X 1994 CA TO DEVELOP FUTURE LEADERS THROUGH A LIBERAL ARTS-BASED BUSINESS EDUCATION THAT INTEGRATES ACADEMIC STUDY AND FIELDWORK IN A SILICON VALLEY ENVIRONMENT UNMATCHED IN ITS POTENTIAL FOR INNOVATION. 13 13 367 0 0 0 22486904 29925872 22520508 23352966 -605509 -23662 1225745 962509 45627648 54217685 6905016 7735115 0 9543160 9962784 170 682215 9071726 9121803 25519902 26819872 20107746 27397813 44328261 71251742 13293860 12137306 31034401 59114436 MENLO COLLEGE WAS FOUNDED IN 1927 AS A COMPONENT OF MENLO SCHOOL AND COLLEGE. ON JULY 1, 1994, THE COLLEGE COMMENCED OPERATIONS AS A SEPARATE, INDEPENDENT, NONPROFIT, COEDUCATIONAL INSTITUTION OF HIGHER EDUCATION. THE COLLEGE IS A SMALL, INNOVATIVE, PRIVATE RESIDENTIAL UNDERGRADUATE COLLEGE OF MANAGEMENT THAT INTEGRATES PROGRAMS IN BUSINESS, MASS COMMUNICATION, AND LIBERAL ARTS INTO A UNIQUE PARTICIPATORY LEARNING COMMUNITY. THE MENLO COLLEGE COMMUNITY'S SHARED GOAL IS TO PREPARE STUDENTS TO BE RESPONSIBLE CITIZENS AND PROFESSIONALS, CRITICAL THINKERS, AND EFFECTIVE COMMUNICATORS WHO CAN MANAGE RESOURCES RESPONSIBLY, SOLVE PROBLEMS, AND MAKE DECISIONS ETHICALLY WITH A GLOBAL PERSPECTIVE. FUNDING SOURCES GENERALLY INCLUDE TUITION AND FEES, RESIDENTIAL FEES, INVESTMENT INCOME, GIFTS, GRANTS AND BEQUESTS. 0 0 18193810 7735115 23352966 THE COLLEGE PROVIDES INSTRUCTION TO APPROXIMATELY 600 FULL TIME STUDENTS IN A FOUR-YEAR UNDERGRADUATE MANAGEMENT PROGRAM. EXPENDITURES INCLUDE DORMITORY, DINING, STUDENT UNION, AND HEALTH SERVICES. 18193810 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 58 0 1 367 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X X Dr James Kelly 6505433744 1000 EL CAMINO REAL ATHERTON CA 94027 THOMAS C ESCHER 1.00 X 0 0 0 HARRY W KELLOGG JR 1.00 X 0 0 0 ROXY RAPP 1.00 X 0 0 0 ALIREZA KHALID 1.00 X 0 0 0 DALLMAR HOWARD 1.00 X 0 0 0 WILLARD DUNLAP 1.00 X 0 0 0 david irmer 1.00 X 0 0 0 MICAH KANE 1.00 X 0 0 0 JAMES REA 1.00 X 0 0 0 ANDREW C WOODARD 1.00 X 0 0 0 KRISTINE THAGARD 1.00 X 0 0 0 JULIE FILIZETTI 1.00 X 0 0 0 CHARLES j keenan iii 1.00 X 0 0 0 TIMOTHY GARY HAIGHT 40.00 X 342854 0 79175 CATHERINE REEVES 40.00 X 138822 0 35484 JAMES KELLY 40.00 X 206980 0 48475 JOSEPH KARINGADA 40.00 X 135804 0 20059 DALE HOCKSTRA 40.00 X 115708 0 17556 DAVID PLACEY 40.00 X 110875 0 15750 leslie sekerka 40.00 X 101478 0 15603 raagini Ali 40.00 X 105829 0 15934 1258350 0 248036 8 0 1 0 Sodexho Inc & Affiliates 1000 El Camino Real Menlo Park CA 94027 Food Services 1724248 Jenzabar Inc PO Box 845939 Boston MA 02284 New Software System 473838 GMG Janitorial Inc 2237 Palou Street San Francisco CA 94124 Campus Cleaning Service 274001 Exafort Inc 2700 Augustine Drive 250 San Francisco CA 95054 Technology Consulting 237073 Truegreen Landcare PO Box 100186 Pasadena CA 91189 Landscaping 215455 7 11625 28335979 1578268 28339098 29925872 STUDENT TUITION 611600 18689592 18689592 AUXILIARY FEES 611600 4507468 4507468 VARIOUS FEES 611600 155906 155906 23352966 61070 61070 123779933 940585 123854415 950835 -74482 -10250 -84732 -84732 34266 11625 48248 -13982 -13982 399646 347422 52224 52224 CONFERENCES/CAMPS 611600 501091 501091 OTHER REVENUE 900099 423176 423176 924267 54217685 24192501 0 99312 7735115 7735115 1192509 464783 586515 141211 6445764 4910219 1211392 324153 516655 341270 140025 35360 1285127 722258 522553 40316 522729 375130 115856 31743 84560 42280 42280 88290 88290 170 170 360322 303070 48955 8297 237942 100994 112210 24738 331887 331887 320685 271648 40514 8523 14952 14952 1590596 508154 1082442 476144 238072 238072 facilities and operatio 2866031 903046 1940168 22817 program expenses 2171941 838493 1288561 44887 Other TR Expenses 342974 319559 23415 0 CONSULTING 235479 119719 115760 0 26819872 18193810 7943847 682215 2740233 1903822 12000 494809 10102387 9208992 94330 79411 153584 158326 40025044 8147230 3897873 31877814 26740327 27232782 135720 451807 295786 44328261 71251742 462928 384207 11911265 10399294 919667 1353805 13293860 12137306 X 23549952 51029166 1138693 1690143 6345756 6395127 31034401 59114436 44328261 71251742 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6310220 13027 794013 250000 6867260 8318127 61415 -1694322 375000 6310220 0.11280 0.88720 0 0 11215092 11215092 15835979 595840 15240139 7210247 3852525 3357722 4795344 3523092 1272252 968382 175773 792609 31877814 ACCRUED SALARIES/PAYROLL TAXES 827803 annuity reserves 239545 CAPITAL LEASE PAYABLE 286457 1353805 54217685 26819872 27397813 798231 -116009 682222 28080035 47526196 798231 -7851124 -7052893 54579089 -361404 -361404 54217685 19446161 361404 361404 19084757 7735115 7735115 26819872 Part XI, Line 8 - Other Adjustments: other expense: -60907. ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS: 36292. deferred retirement benefit cost: -91394. Part XII, Line 2d - Other Adjustments: SCHOLARSHIPS AND GRANTS: -7735115. ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS: 36292. Other expense: -60907. Deferred retirement benefit cost: -91394. Part XII, Line 4b - Other Adjustments: RECLASS COST OF GOODS SOLD: -347422. FUNDRAISING EVENTS: -13982. Part XIII, Line 2d - Other Adjustments: RECLASS COST OF GOODS SOLD: 347422. FUNDRAISING EVENTS: 13982. Part XIII, Line 4b - Other Adjustments: SCHOLARSHIPS AND GRANTS: 7735115. 1 1 1 Menlo College includes in all registration materials the following statement regarding equal opportunity and access to its programs. The same statement is published annually in a newspaper of record as follows: "Menlo College does not discriminate on the basis of race, color, national origin, gender, handicap (or disability) or age in any of its policies, procedures, or practices. This non-discrimination policy covers admission and access to programs and activities, treatment and employment in the College's programs and activities." 1 1 1 1 0 0 0 0 0 0 0 0 1 0 STUDENT ATTENDING THE COLLEGE RECEIVE SUPPORTS IN A FORM OF SCHOLARSHIPS AND FINANCIAL AID FROM STATE AND FEDERAL GOVERNMENTS. 1 X X X X X 1 Gary Bess Associates Grant Writing 0 44000 21600 22400 44000 21600 22400 CA Golf Tournament 30355 9370 20985 5570 10028 13387 Student Services- Luau 10146 10146 10146 1 5390 2255 3135 9117 45891 11625 34266 5570 10028 32650 48248 -13982 1 0 0 Institutional Scholarship 573 7735115 Other Information: Part IV: Menlo College requires financial aid applicants submit evidence of eligibility and maintains ongoing records of attendance and scholastic achievements by all receipients. X X 1 1 X 0 0 0 0 0 0 0 0 0 TIMOTHY GARY HAIGHT 317854 0 25000 0 0 0 30949 0 46226 0 420029 0 0 0 CATHERINE REEVES 138822 0 0 0 0 0 12600 0 22884 0 174306 0 0 0 JAMES KELLY 206980 0 0 0 0 0 18450 0 30025 0 255455 0 0 0 JOSEPH KARINGADA 135804 0 0 0 0 0 13500 0 6559 0 155863 0 0 0 Part I, Line 1a Spousal travel benfit was provided to president spouse. The value of the benefit was $480. Housing allowances were provided to the president, vice president and VP External affairs. The benefits are valued at fair market value. X 1 28335979 cost approach method 0 0 0 0 Form 990, Part VI, Section B, line 11 FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AND CEO WITH POSITIVE CONFIRMATION AND BOTH RECEIPT AND REVIEW. Form 990, Part VI, Section B, line 12c Trustees are required to sign conflict of interest forms annually at the October Board Meeting. Form 990, Part VI, Section B, line 15 COMPENSATION AND BENEFIT PAYMENTS TO OFFICERS, DIRECTORS, AND EMPLOYEES ARE DETERMINED AND APPROVED BY THE BOARD AND CEO. Form 990, Part VI, Section C, line 19 Upon written request, the organization will provide copies of financial statements and filed tax returns. The organization relies on Guidestar to publish their tax return on the internet. form 990, part XI, line 2c the process has not changed since prior year. MENLO SCHOOL AND MENLO COLLEGE 1000 EL CAMINO REAL ATHERTON CA 94027 941156656 HOLDS TITLE TO BUILDINGS USED BY MENLO SCHOOL AND MENLO COLLEGE. CA 501(c)(3) EXEMPT SELF 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0