BIOLA UNIVERSITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BIOLA UNIVERSITY INC (EIN 95-0549600)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349302680
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T10:51:35-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S Grand Ave Suite 2000 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 950549600 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Biola University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BIOL | NameControl |
| Phone | 5629036000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 Biola Avenue | AddressLine1 |
| City | La Mirada | City |
| State | CA | State |
| ZIP Code | 90639 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael A Pierce | Name |
| Title | VP Business & Financial Affairs | Title |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Barry H Corey | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVENUE | AddressLine1 |
| City | LA MIRADA | City |
| State | CA | State |
| ZIP Code | 90639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 189382069 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.biola.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1908 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | BIOLA UNIVERSITY IS A PRIVATE CHRISTIAN UNIVERSITY LOCATED IN SOUTHERN CALIFORNIA. THE MISSION OF THE UNIVERSITY IS BIBLICALLY CENTERED EDUCATION, SCHOLARSHIP AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3421 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 8140 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 842 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9051020 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11559998 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 140567027 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 148136683 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3117351 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2382854 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4928897 | OtherRevenuePriorYear |
| Other Revenue Current Year | 190593 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 151429593 | TotalRevenuePriorYear |
| Total Revenue Current Year | 162270128 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24870528 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27206198 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 74086204 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 73835710 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1544126 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 45540338 | OtherExpensePriorYear |
| Other Expenses Current Year | 47209608 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 144497070 | TotalExpensesPriorYear |
| Total Expenses Current Year | 148251516 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6932523 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14018612 | RevenuesLessExpensesCY |
| Total Assets BOY | 274815782 | TotalAssetsBOY |
| Total Assets EOY | 293339867 | TotalAssetsEOY |
| Total Liabilities BOY | 147292836 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 147311508 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 127522946 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 146028359 | NetAssetsOrFundBalancesEOY |
| Mission Description | BIOLA UNIVERSITY IS A PRIVATE CHRISTIAN UNIVERSITY LOCATED IN SOUTHERN CALIFORNIA. FOR OVER 100 YEARS, BIOLA HAS STOOD OUT AS AN INSTITUTION GROUNDED ON BIBLICALLY CENTERED EDUCATION, INTENTIONAL SPIRITUAL DEVELOPMENT, AND CAREER PREPARATION, WHERE ALL FACULTY, STAFF AND STUDENTS ARE PROFESSING CHRISTIANS. WITH MORE THAN 145 ACADEMIC PROGRAMS THROUGH ITS SEVEN SCHOOLS, BIOLA OFFERS DEGREES RANGING FROM BACHELOR OF ARTS TO DOCTORAL DEGREE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 53126558 | Expense |
| Grants | 12071934 | Grants |
| Revenue | 65726838 | Revenue |
| Description | SCHOOL OF ARTS AND SCIENCES The School of Arts and Sciences is more than a collection of departments. Our goal is to teach the connectedness of all knowledge, helping students explore a wide range of disciplines and the contributions that each can make to the web of understanding. From a Biblical worldview, we seek to challenge students to explore and develop the knowledge, skills, and attributes that will enable them to understand, express, care for, and celebrate God's diverse and complex world, that in it they might seek and humbly serve the kingdom of God. Beyond the classroom, our students learn experientially, connecting their studies to the contexts of life that they might love their neighbors in the places and positions beyond Biola where God may lead them. More than granting a degree, we hope to awaken the joys of learning so that Liberal arts might be a lifelong passion. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24363469 | Expense |
| Grants | 5898358 | Grants |
| Revenue | 32116374 | Revenue |
| Description | Talbot School of Theology The mission of Talbot School of Theology is the development of disciples of Jesus Christ whose thought processes, character, and lifestyles reflect those of our Lord, and who are dedicated to disciple making throughout the world. The theological position of Talbot School of Theology is Christian, protestant, and theologically conservative. The school is interdenominational by nature and is thoroughly committed to the proclamation of the great historic doctrines of the Christian church. It definitely and positively affirms historic orthodoxy in the framework of an evangelical and premillennial theology, that is derived from a grammatico-historical interpretation of the Bible. It earnestly endeavors to make these great doctrinal truths a vital reality in the spiritual life of this present generation. The seminary aims to train students who believe and propagate the great DOCTRINES of the faith as they are summarized in our Statement of Doctrine and EXPLANATORY NOTES. Spiritually, it is the purpose of Talbot to develop in the lives of its students a spiritual life that is in harmony with the great doctrines taught, so that they may grow in the grace as well as in the knowledge of our Lord and Savior Jesus Christ. Specifically, the goal is to educate and graduate students characterized by committment to serving Christ, missionary and evangelistic zeal and a solid knowledge of the Scriptures. To accomplish these objectives the seminary conducts a chapel program and gives attention to its students' ministry/service opportunities. Academically, it is the purpose of the seminary to provide its students with the best in theological education so they may be equipped to preach and teach the Word of God intelligently and present it zealously to the world. In keeping with this goal, every department is geared to emphasize the clear and accurate exposition of the Scriptures. The biblical languages are utilized to expose the inner meaning of the inspired text. Bible exposition, by synthesis or analysis, presents a connected and related interpretation of the infallible Book. Systematic theology moves toward a well organized and structured arrangement of biblical truth. Historical theology engages itself to acquaint the student with the progress of the inerrant Word among the household of faith throughout the Christian era. Philosophy of religion furnishes the elements whereby the servant of Christ may give a well-developed reason for the faith that is within. Missions, Christian ministry and leadership, and Christian education strive to perfect in the student a skillful and winsome presentation of truth, privately and publicly. Talbot stands for one faith, one integrated curriculum, one eternal Word of God and its effective proclamation to a modern generation with its multiplicity of needs. It is the purpose of the seminary to prepare for the gospel ministry those who believe, live and preach the great historic doctrines of faith, that have been committed to the church. To realize these broad objectives, the seminary offers NINE degree programs, each with its own distinctive purpose. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17238841 | Expense |
| Grants | 3286509 | Grants |
| Revenue | 17899278 | Revenue |
| Description | School of Professional Studies Biola University's School of Professional Studies provides a variety of undergraduate and graduate academic programs that offer an alternative educational delivery system for Christian adult learners. Our undergraduate and graduate programs are designed specifically for working adults, with classes offered on week nights and weekends. We offer the following degree programs: BOLD Program: The BOLD program is an innovative undergraduate degree completion program for Christian adults who have completed up to 50 units of college credit and who desire an accredited Bachelor of Science (BS) degree in Organizational Leadership or, Bachelor of Arts degree (BA) in Psychology. These degree programs are offered at six locations throughout Southern California and include: Chino, Inglewood, La Mirada, San Diego County, South Orange County, and Thousand Oaks, California. Organizational Leadership: The Master of Arts degree in Organizational Leadership is designed to equip Christian men and women to become effective leaders in their organizations, companies, and churches. Designed for working adults, the MOL program integrates a Biblical worldview and intentional character development into the teaching of leadership skills and business principles. CHRISTIAN APOLOGETICS: THIS SPECIALIZED GRADUATE PROGRAM (MASTER OF ARTS IN CHRISTIAN APOLOGETICS)IS AN INTERDISCIPLINARY DEGREE THAT EDUCATES STUDENTS TO ARTICULATE AND DEFEND THE GREAT TRUTHS OF THE HISTOIC CHRISTIAN FAITH FROM THE STANDPOINT OF PHILOSOPHY, HISTORY, BIBLICAL STUDIES, THEOLOGY, AND CULTURAL STUDIES. THE CHRISTIAN APOLOGETICS DEPARTMENT ALSO OFFERES SPECIAL LEARNING PROGRAMS AND LECTURES FOR THE PUBLIC AND CHURCHES, AS WELL AS A CERTIFICATE PROGRAM IN THE DEFENSE OF THE FAITH FOR LAY PEOPLE. SCIENCE AND RELIGION: THE MASTERS OF ARTS DEGREE IN SCIENCE AND RELIGION IS DESIGNED TO PROVIDE INDIVIDUALS WITH THE ESSENTIAL BACKGROUND IN THEOLOGY, HISTORY, AND PHILOSOPHY NECESSARY TO INTEGRATE EVANGELICAL CHRISTIANITY WITH MODERN SCIENCE. THE MASTER'S PROGRAM RELATES TO CHRISTIANITY AND THE SCIENCES AND IS DESIGNED FOR CHRISTIAN STUDENTS WHO HAVE BASIC TRAINING IN A NATURAL SCIENCE. THIS PROGRAM ALSO OFFERS ADVANCED SEMINARS THAT FOCUS ON CURRENT THEOLOGICAL ISSUES WITHIN SPECIFIC SCIENTIFIC DISCIPLINES. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 8901260 | 1985372 | 10810202 | ROSEMEAD SCHOOL OF PSYCHOLOGY |
| 5883983 | 1387761 | 7556258 | SCHOOL OF INTERCULTURAL STUDIES |
| 3720257 | 905150 | 4928456 | SCHOOL OF EDUCATION |
| 4187432 | 1051928 | 5727776 | SCHOOL OF BUSINESS |
| 1131913 | 313062 | 1704613 | INTERTERM |
| 1326959 | 306124 | 1666888 | SUMMER SCHOOL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 25151804 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 5949397 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 32394193 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 119880672 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 91 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3421 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID D KOONTZ | NamePerson |
| Telephone Number | 5629034780 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVENUE | AddressLine1 |
| City | La Mirada | City |
| State | CA | State |
| ZIP Code | 90639 | 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY H COREY | ||||||||
| PRESIDENT | 40.0 | X | X | 307419 | 0 | 40973 | ||
| ROSEMARIE AVILA | ||||||||
| TRUSTEE | 2.0 | X | 27084 | 0 | 0 | |||
| WILLIAM BAUER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| WILLIAM BILLARD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DEAN BURSCH | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| MICHAEL CHANG | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| BRADLEY COLE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ARTHUR FRASER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DWIGHT HANGER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| PROMOD HAQUE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CAROL HAWKINS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| STANLEY JANTZ | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RAY JOHNSON | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DAVID KARNES | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ALLAN KAVALICH | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| HANNAH LEE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| EDGAR LEHMAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CAROL LINDSKOG | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| WAYNE LOWELL | ||||||||
| TRUSTEE | 2.0 | X | 28530 | 0 | 0 | |||
| DAVID MITCHELL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DAMOI PARK | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RONALD D RALLIS SR | ||||||||
| TRUSTEE | 2.0 | X | 10626 | 0 | 0 | |||
| GORDEN ROMBERGER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JERRY RUEB | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| HUDSON SAFFELL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOHN SIEFKER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| KENNITH THOMPSON | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ROBERT THOMPSON | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DR AL MIJARES | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CARL SCHREIBER | ||||||||
| SECRETARY | 40.0 | X | 165831 | 0 | 26958 | |||
| DAVE D KOONTZ | ||||||||
| ASST. SECRETARY | 40.0 | X | 123457 | 0 | 37944 | |||
| GREG BALSANO | ||||||||
| VP, AUX SERVICES | 40.0 | 163538 | 0 | 26188 | X | |||
| GARY MILLER | ||||||||
| VP, PROVOST | 40.0 | 218933 | 0 | 12757 | X | |||
| GREGORY VAUGHAN | ||||||||
| VP, ENROLLMENT MNGT | 40.0 | 150107 | 0 | 75792 | X | |||
| CHRIS GRACE | ||||||||
| VP. STUDENT DEVELOPMENT | 40.0 | 169432 | 0 | 24794 | X | |||
| SCOTT RAE | ||||||||
| PROFESSOR | 40.0 | 170840 | 0 | 31046 | X | |||
| ADAM MORRIS | ||||||||
| VP, ADVANCEMENT | 40.0 | 145481 | 0 | 34295 | X | |||
| MICHAEL WILKINS | ||||||||
| DEAN, TALBOT FACULTY | 40.0 | 146273 | 0 | 21798 | X | |||
| TAMARA HOCKING | ||||||||
| PHYSICIAN, HEALTH CTR | 40.0 | 140087 | 0 | 63360 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1967638 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 395905 | TotalOtherCompensation |
| Number Individuals GT100 K | 73 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BREMCO CONSTRUCTION INC | |||||
| 3470 E SPRING ST | LONG BEACH | CA | 90806 | GENERAL CONTRACTOR | 304397 |
| GENSLER AND ASSOCIATES | |||||
| 2500 BROADWAY SUITE 300 | SANTA MONICA | CA | 90404 | ARCHITECTS | 231284 |
| ROYER LANDSCAPE | |||||
| 220 E 2ND AVENUE | LA HABRA | CA | 90631 | GENERAL CONTRACTOR | 182940 |
| KPMG LLP | |||||
| PO BOX 120001 | DALLAS | TX | 75312 | CPA | 153919 |
| ELECTRICAL SYSTEMS ENGINEERING | |||||
| 12291 LOS NIETOS RD | SANTA FE | CA | 90670 | ENGINEERS | 104916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 11995 | FundraisingEvents |
| All Other Contributions | 11548003 | AllOtherContributions |
| Noncash Contributions | 68547 | NoncashContributions |
| Total Contributions | 11559998 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 117488827 | 117488827 |
| AUXILIARY SERVICES | 611710 | 24290416 | 24290416 |
| STUDENT FEES & FINES | 611710 | 3665894 | 3665894 |
| FEDERAL STUDENT AID GRANTS | 611710 | 1514771 | 1514771 |
| OTHER SALES | 611710 | 270170 | 270170 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 906605 | TotalRevenueColumn |
| Related Or Exempt Function Income | 906605 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 148136683 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2315461 | TotalRevenueColumn |
| Exclusion | $2,315,461 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34305 | TotalRevenueColumn |
| Exclusion | $34,305 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 325162 | Real |
| Personal | 7013 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 239112 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 86050 | Real |
| Personal | 7013 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93063 | TotalRevenueColumn |
| Exclusion | $93,063 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26844199 | Securities |
| Other | 51968 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26766083 | Securities |
| Other | 62691 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 78116 | Securities |
| Other | -10723 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67393 | TotalRevenueColumn |
| Exclusion | $67,393 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35580 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11995 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 44055 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8475 | TotalRevenueColumn |
| Exclusion | -$8,475 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING INCOME | 541800 | 34442 | 8140 | $26,302 |
| MISCELLANEOUS REVENUE | 611710 | 37258 | $37,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71700 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162270128 | TotalRevenueColumn |
| Related Or Exempt Function Income | 148136683 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8140 | UnrelatedBusinessRevenue |
| Exclusion | $2,565,307 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27042030 | Total |
| Program Services | 27042030 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164168 | Total |
| Program Services | 164168 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368733 | Total |
| Program Services | 1067373 | ProgramServices |
| Management And General | 301360 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58195000 | Total |
| Program Services | 44667945 | ProgramServices |
| Management And General | 12613487 | ManagementAndGeneral |
| Fundraising | 913568 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2888151 | Total |
| Program Services | 2252174 | ProgramServices |
| Management And General | 635977 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7152011 | Total |
| Program Services | 5567112 | ProgramServices |
| Management And General | 1572060 | ManagementAndGeneral |
| Fundraising | 12839 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4231815 | Total |
| Program Services | 3299961 | ProgramServices |
| Management And General | 931854 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144529 | Total |
| Program Services | 112703 | ProgramServices |
| Management And General | 31826 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99045 | Total |
| Program Services | 77235 | ProgramServices |
| Management And General | 21810 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 784211 | Total |
| Program Services | 16620 | ProgramServices |
| Management And General | 767591 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2048989 | Total |
| Program Services | 1605941 | ProgramServices |
| Management And General | 443048 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1525986 | Total |
| Program Services | 1062293 | ProgramServices |
| Management And General | 299974 | ManagementAndGeneral |
| Fundraising | 163719 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4240247 | Total |
| Program Services | 3176987 | ProgramServices |
| Management And General | 929515 | ManagementAndGeneral |
| Fundraising | 133745 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1085653 | Total |
| Program Services | 799299 | ProgramServices |
| Management And General | 257681 | ManagementAndGeneral |
| Fundraising | 28673 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2988869 | Total |
| Program Services | 2330714 | ProgramServices |
| Management And General | 658155 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2604578 | Total |
| Program Services | 1955406 | ProgramServices |
| Management And General | 552174 | ManagementAndGeneral |
| Fundraising | 96998 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192463 | Total |
| Program Services | 148305 | ProgramServices |
| Management And General | 41879 | ManagementAndGeneral |
| Fundraising | 2279 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7011238 | Total |
| Program Services | 5450454 | ProgramServices |
| Management And General | 1539117 | ManagementAndGeneral |
| Fundraising | 21667 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7928650 | Total |
| Program Services | 6133460 | ProgramServices |
| Management And General | 1731998 | ManagementAndGeneral |
| Fundraising | 63192 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498413 | Total |
| Program Services | 388661 | ProgramServices |
| Management And General | 109752 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAFETERIA MEALS EXPENSES | 5228271 | 4090267 | 1103018 | 34986 |
| COST OF GOODS SOLD | 3733812 | 2921097 | 787729 | 24986 |
| TUITION | 3656733 | 2860795 | 771468 | 24470 |
| LICENSES & FEES | 1977057 | 1546724 | 417103 | 13230 |
| OTHER MISCELLANEOUS | 1460864 | 1142948 | 308142 | 9774 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148251516 | Total |
| Program Services | 119880672 | ProgramServices |
| Management And General | 26826718 | ManagementAndGeneral |
| Fundraising | 1544126 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31859 | BOY |
| EOY | 131637 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32675202 | BOY |
| EOY | 50908090 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2841152 | BOY |
| EOY | 3421543 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611130 | BOY |
| EOY | 1901133 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1170781 | BOY |
| EOY | 1003906 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5626448 | BOY |
| EOY | 5221086 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1332277 | BOY |
| EOY | 1482032 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 890139 | BOY |
| EOY | 1134697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 207958095 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 78832096 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130468085 | BOY |
| EOY | 129125999 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71395440 | BOY |
| EOY | 71039051 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3611812 | BOY |
| EOY | 5320414 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10114529 | BOY |
| EOY | 9850968 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13046928 | BOY |
| EOY | 12799311 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274815782 | BOY |
| EOY | 293339867 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8515225 | BOY |
| EOY | 11288673 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7523297 | BOY |
| EOY | 8308000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94420000 | BOY |
| EOY | 94420000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22380536 | BOY |
| EOY | 19983247 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14453778 | BOY |
| EOY | 13311588 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147292836 | BOY |
| EOY | 147311508 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95486638 | BOY |
| EOY | 105717295 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18530885 | BOY |
| EOY | 26287294 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13505423 | BOY |
| EOY | 14023770 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127522946 | BOY |
| EOY | 146028359 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274815782 | BOY |
| EOY | 293339867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 12424 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | true | AgentTrusteeEtc |
| Beginning Balance | 1443576 | BeginningBalance |
| Additions During Year | 1133986 | AdditionsDuringYear |
| Distributions During Year | 857896 | DistributionsDuringYear |
| Ending Balance | 1719666 | EndingBalance |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48701341 | BeginningOfYearBalance |
| Contributions | 5889673 | Contributions |
| Investment Earnings Or Losses | 3400253 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1936703 | GrantsOrScholarships |
| Other Expenditures | 96789 | OtherExpenditures |
| End Of Year Balance | 55957775 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51378683 | BeginningOfYearBalance |
| Contributions | 4329624 | Contributions |
| Investment Earnings Or Losses | -5539327 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1404997 | GrantsOrScholarships |
| Other Expenditures | 62642 | OtherExpenditures |
| End Of Year Balance | 48701341 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.76000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.22000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1997615 | OtherCostOrOtherBasis |
| Book Value | 1997615 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 167637127 | OtherCostOrOtherBasis |
| Depreciation | 48886239 | Depreciation |
| Book Value | 118750888 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38323353 | OtherCostOrOtherBasis |
| Depreciation | 29945857 | Depreciation |
| Book Value | 8377496 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 129125999 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES FOR ANNUITIES PAYABLE | $7,514,485 |
| AMOUNTS HELD ON BEHALF OF OTHERS | $4,701,510 |
| ASSET RETIREMENT OBLIGATION | $1,095,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13311588 | TotalOfAmounts |
| Total Revenue | 162270128 | TotalRevenue |
| Total Expenses | 148251516 | TotalExpenses |
| Excess Or Deficit For Year | 14018612 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4438023 | NetUnrealizedGLOnInvestments |
| Other | $48,778 | OtherAmount |
| Total Adjustments | 4486801 | TotalAdjustments |
| Excess Or Deficit Per FS | 18505413 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 138905332 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4438023 | NetUnrealizedGainsInvestments |
| Other Revenues | 166277 | OtherRevenues |
| Revenue Not Rptd F990 | 4604300 | RevenueNotRptdF990 |
| Revenue Subtotal | 134301032 | RevenueSubtotal |
| Investment Expenses Not Included | 762898 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 27206198 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 27969096 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 162270128 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 120399919 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 117499 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 117499 | ExpensesNotRptdF990 |
| Expenses Subtotal | 120282420 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 762898 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 27206198 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 27969096 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 148251516 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TRUST, ESCROW, AND CUSTODIAL ARRANGEMENT | Schedule D, Part iV, LINE 1B | Biola is Trustee on the referenced accounts. New Trust accounts periodically become "mature" meaning Biola becomes Trustee upon the Grantor's death. Old Trust accounts periodically cease to exist as the proceeds are paid out to the beneficiaries named in each Trust. Hence, deposits constitute marshalling of assets into the accounts; disbursements represent expenses paid out; distributions comprise beneficiary payments. |
| Endowment Funds | Schedule D, Part V | |
| RECONCILIATION OF CHANGE IN NET ASSETS | SCHEDULE D, LINE XI | LINE 8 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $ 103,328 PROVISION FOR & AMORT. OF ASSET RETIREMENT OBLIGATION ($ 54,550) ---------- TOTAL ADJUSTMENTS $ 48,778 ========== |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII | LINE 2D CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $ 103,328 RECLASSIFICATION OF DIRECT FUNDRAISING EXPENSE $ 44,055 ARRINGTON SQUARE REVENUE $ 18,894 ---------- TOTAL ADJUSTMENTS $ 166,277 ========== LINE 4B RECLASSIFICATION OF DISCOUNT FOR STUDENT AID $27,206,198 ---------- TOTAL ADJUSTMENTS $27,206,198 ========== |
| RECONCILATION OF EXPENSES | SCHEDULE D, PART XIII | LINE 2D PROVISION FOR & AMORT. OF ASSET RETIREMENT OBLIGATION $ 54,550 RECLASSIFICATION OF DIRECT FUNDRAISING EXPENSE $ 44,055 ARRINGTON SQUARE EXPENSES $ 18,894 ---------- TOTAL ADJUSTMENTS $ 117,499 ========== LINE 4B RECLASSIFICATION OF DISCOUNT FOR STUDENT AID $27,206,198 ---------- TOTAL ADJUSTMENTS $27,206,198 ========== |
| ASC 740 | Schedule D, Part X | THE UNIVERSITY FOLLOWS ASC 740-10, INCOME TAXES, AND ESTABLISHES FOR ALL ENTITIES, INCLUDING PASS-THROUGH ENTITIES, A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF POSITIONS TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION) AND REQUIRES CERTAIN EXPANDED TAX DISCLOSURES. NO SUCH UNCERTAIN TAX POSITIONS EXIST FOR THE UNIVERSITY AT JUNE 30, 2010. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | THE POLICY ON NON-DISCRIMINATION IS PRINTED IN THE OFFICIAL CATALOG AN APPLICATION FOR ADMISSIONS WHICH ALL PROSPECTIVE STUDENTS RECEIVE. THE POLICY ON NON-DISCRIMINATION IS ALSO LOCATED ON THE SCHOOL WEBSITE. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | BIOLA UNIVERSITY SERVES AS A CONDUIT TO RECEIVE AND DISBURSE STUDENT AID FUNDS FROM GOVERNMENTAL AGENCIES SUCH AS THE DEPARTMENT OF EDUCATION AND DEPARTMENT OF HEALTH AND HUMAN SERVICES UNDER THE FOLLOWING PROGRAMS: FEDERAL ACADEMIC COMPETITIVENESS GRANT PROGRAM FEDERAL PELL AWARD GRANT PROGRAM FEDERAL PERKINS LOAN PROGRAM FEDERAL NATIONAL SMART GRANT PROGRAM FEDERAL NURSING STUDENT LOAN PROGRAM FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT FEDERAL WORK STUDY | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | 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 |
|---|---|---|---|---|---|
| Russia and the Newly Independent States | 0 | 1 | Program Services | STUDY ABROAD | 137776 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | STUDY ABROAD | 267172 |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDY ABROAD | 35906 |
| East Asia and the Pacific | 0 | 1 | Program Services | STUDY ABROAD | 70122 |
| South Asia | 0 | 0 | Program Services | STUDY ABROAD | 18705 |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDY ABROAD | 29807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Total Amount Spent | 559488 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Cent. America/Caribbean | Region |
| Purpose Of Grant | HUMANITARIAN | PurposeOfGrant |
| Amount Of Cash Grant | 16730 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CASH | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIPS/STUDENT AID | Russia | 24 | 86248 | STUDENT ACCT | 0 | N/A | N/A |
| SCHOLARSHIPS/STUDENT AID | East Asia/Pacific | 10 | 56190 | STUDENT ACCT | 0 | N/A | N/A |
Form990 Schedule F Part IV Form990ScheduleFPartIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 2 | THE PROCEDURES FOR MONITORING THE USE OF SCHOLARSHIP GRANT FUNDS OUTSIDE THE UNITED STATES ARE CONSISTENT WITH THE PROCEDURES USED FOR MONITORING ALL STUDENT SCHOLARSHIPS MADE BY THE UNIVERSITY. |
| PART I, COLUMN F; PART II, LINE 1; PART III | EXPENDITURES AND GRANTS ARE ACCOUNTED FOR BASED ON THE AMOUNT OF CASH EXPENDED. |
| PART III, COLUMN C | THE NUMBER OF RECIPIENTS REPORTED IN PART III IS THE ACTUAL NUMBER OF SCHOLARSHIP RECIPIENTS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 40845 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11750 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29095 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 3750 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 24279 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 11899 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BIOLA YOUTH | NameOfEvent2 |
| Gross Receipts Event2 | 6730 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 245 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6485 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 305 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 606 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3216 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 47575 | GrossReceiptsTotal |
| Charitable Contributions Total | 11995 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35580 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3750 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 24584 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 606 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 15115 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 44055 | DirectExpenseSummaryEvents |
| Net Income Summary | -8475 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| FEDERAL PELL GRANT AWARDS | 1197 | 4346535 | 0 | N/A | N/A |
| FEDERAL ACG | 299 | 270190 | 0 | N/A | N/A |
| FEDERAL SMART | 17 | 66000 | 0 | N/A | N/A |
| FEDERAL SEOG | 478 | 477196 | 0 | N/A | N/A |
| FEDERAL WORKSTUDY | 647 | 853766 | 0 | N/A | N/A |
| INSTITUTIONAL SCHOLARSHIPS | 2900 | 14688480 | 0 | N/A | N/A |
| CALIFORNIA GRANT A | 578 | 5302318 | 0 | N/A | N/A |
| CALIFORNIA GRANT B | 138 | 1201713 | 0 | N/A | N/A |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY H COREY | |||||||||||||
| 307419 | 0 | 0 | 0 | 0 | 0 | 18800 | 0 | 22173 | 0 | 348392 | 0 | 0 | 0 |
| CARL SCHREIBER | |||||||||||||
| 165831 | 0 | 0 | 0 | 0 | 0 | 13440 | 0 | 13518 | 0 | 192789 | 0 | 0 | 0 |
| DAVE D KOONTZ | |||||||||||||
| 123457 | 0 | 0 | 0 | 0 | 0 | 10039 | 0 | 27905 | 0 | 161401 | 0 | 0 | 0 |
| GREG BALSANO | |||||||||||||
| 163538 | 0 | 0 | 0 | 0 | 0 | 13280 | 0 | 12908 | 0 | 189726 | 0 | 0 | 0 |
| GARY MILLER | |||||||||||||
| 218933 | 0 | 0 | 0 | 0 | 0 | 7756 | 0 | 5001 | 0 | 231690 | 0 | 0 | 0 |
| CHRIS GRACE | |||||||||||||
| 169432 | 0 | 0 | 0 | 0 | 0 | 11888 | 0 | 12906 | 0 | 194226 | 0 | 0 | 0 |
| SCOTT RAE | |||||||||||||
| 170840 | 0 | 0 | 0 | 0 | 0 | 8020 | 0 | 23026 | 0 | 201886 | 0 | 0 | 0 |
| ADAM MORRIS | |||||||||||||
| 145481 | 0 | 0 | 0 | 0 | 0 | 12512 | 0 | 21783 | 0 | 179776 | 0 | 0 | 0 |
| MICHAEL WILKINS | |||||||||||||
| 146273 | 0 | 0 | 0 | 0 | 0 | 10080 | 0 | 11718 | 0 | 168071 | 0 | 0 | 0 |
| TAMARA HOCKING | |||||||||||||
| 140087 | 0 | 0 | 0 | 0 | 0 | 11672 | 0 | 51688 | 0 | 203447 | 0 | 0 | 0 |
| GREGORY VAUGHAN | |||||||||||||
| 150107 | 0 | 0 | 0 | 0 | 0 | 12096 | 0 | 63696 | 0 | 225899 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | compensation questions | Identifier |
| Return Reference | schedule j, line 1a | ReturnReference |
| Explanation | The president receives housing assistance in the form of periodic forgiveness of his housing assistance loan. This amount is treated as taxable compensation and appears on the president's W-2. Spouses of listed persons occasionally travel on business trips where there is a university interest in their participation in university activities. Where a bona fide business purpose is absent, the travel costs are reported as taxable compensation. On occasion, the president is reimbursed for house cleaning services in conjunction with university events held in his personal residence and for childcare when the president and his wife are on university business. This reimbursement is treated as taxable compensation to the president and appears on the president's W-2. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA Municipal Finance Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 201563466 | IssuerEIN |
| CUSIP Number | 13048TCU5 | CUSIPNumber |
| Date Issued | 2008-03-13 | DateIssued |
| Issue Price | 94006015 | IssuePrice |
| Description Of Purpose | Refund of 2002, 2004 Bonds | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 94006015 | TotalProceeds |
| Amount In Reserve Fund | 9438891 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 1806049 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 3094380 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARRY H COREY | NamePerson |
| Purpose Of Loan | housing assistance | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,097,656 | OriginalPrincipalAmount |
| Balance Due | 1003906 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1003906 | TotalBalanceDue |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7147 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37870 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PRICE QUOTE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 405 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 4 | 13878 | EXPERT OPINION |
| X | FURNITURE | 1 | 1200 | EXPERT OPINION |
| X | GIFT CERTIFICATES | 27 | 5422 | COST |
| X | MISCELLANEOUS | 3 | 2625 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN B | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| process of reviewing form 990 | FORM 990, PART VI, SECTION B, LINE 11A | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE. THE ORGANIZATION'S SENIOR DIRECTOR OF FINANCIAL MANAGEMENT WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN; AND THE FINAL DRAFT OF FORM 990 IS ALSO REVIEWED BY THE CHIEF FINANCIAL OFFICER PRIOR TO PROVIDING THE DRAFT TO THE FINANCE AND AUDIT COMMITTEE. In addition to consulting with the senior director of financial management and vice president of business and financial affairs, the chief financial officer also met with the accounting firm hired to prepare the form 990. Form 990 will be mailed to the Finance and Audit Committee of the Board of trustees who will review it in their committee meeting and recommend acceptance by the full Board. The accounting firm hired to prepare the Form 990 was available via tele-conference to address any questions which may have arose when Form 990 was presented to the finance and audit committee. Biola will post the Form 990, prior to filing, on a secure web site and inform the Board of Trustees that it is available for their review. Conflict of Interest Policy Form 990, Part VI, Section B, Line 12c The Director of Human Resources, in conjunction with the Chief Financial Officer, is charged with monitoring proposed or ongoing transactions for conflicts of interest and addressing any potential or actual conflicts. Pursuant to the Conflicts of Interest Policy, an annual conflict of interest questionnaire, aimed at determining any family and business relationships and transactions or other transactions that may pose a potential conflict, is distributed to all covered persons (i.e., board members, officers and executive leadership or key employees, if any). Covered persons are required to disclose real or potential conflicts at the time when such conflicts arise. The completed questionnaires from Board members are reviewed by the President's office. All others are reviewed by the Director of Human Resources and the Chief Financial Officer. Any persons with actual or potential conflicts are informed via written communication. Further action is taken as deemed necessary considering the specific nature of the conflict or potential conflict of interest. |
| process of determining compensation | FORM 990, PART VI, SECTION B, LINE 15 | THE FINANCE AND AUDIT COMMITTEE TO THE BOARD OF TRUSTEES SERVES AS THE UNIVERSITY'S COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND THE CRITERIA TO BE USED IN DETERMINING MERIT INCREASES CRITERIA FOR THE PRESIDENT (CEO). THE FULL BOARD REVIEWS AND VALIDATES COMPENSATION ARRANGEMENTS FOR THE PRESIDENT AND HIS DIRECT REPORTS. |
| Disclosure | FORM 990, PART VI, SECTION c, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE ON THE UNIVERSITY'S WEBSITE AT <WWW.BIOLA.EDU/FINANCE>. THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| other program services | Form 990, Part III, Line 4d - Rosemead School of Psychology | Rosemead's educational distinctive are its strong professional training orientation and its goal of relating the data and concepts of psychology to those of Christian theology. Since both psychology and theology address the human condition, Rosemead's faculty believes there is a great deal to be gained by an interdisciplinary study of the nature of persons. Consequently, all students take a series of theology courses and integration seminars designed to study the relationship of psychological and theological conceptions of human functioning. This series of courses lengthens Rosemead's doctoral program by approximately one year beyond most four year clinical programs. While recognizing that the disciplines of psychology and theology have some very different data and methodologies, their overlapping content, goals and principles provide a rich resource for interdisciplinary study. Issues growing out of these overlapping concerns cover a range of topics relating to research, theory and clinical practice. By encouraging this study Rosemead is attempting to train psychologists with a broad view of human nature that includes a sensitivity to the religious dimension of life. Through its interaction with members of the Christian community, Rosemead is also committed to demonstrating to the church the potentially significant contributions an understanding of the data and methods of psychology can make to the Church's role of ministering to the whole person. Family/Child: Students desiring to focus on their professional practice on children, couples, or families may take an emphasis in Family-Child Psychology. This emphasis requires completion of elective courses in addition to the regular doctoral requirements: Advanced Assessment of Individuals with Disabilities Family Psychology and Psychopathology Marriage and Family Therapy I and II Introduction to Child & Adolescent Therapy Advanced Child & Adolescent Therapy Cognitive/Behavioral Therapy with Children Students emphasizing in Family-Child Psychology also write their dissertations or doctoral research papers in a family-child area, spend their year-long outpatient practicum in a setting where at least one-half of their work is with children, couples or families, and complete an internship in a setting where at least one third of their work is with a family-child population. They may also elect other family related courses such as Development of Religious Understanding in Children and Adolescents, and Human Sexuality. Professional Growth and Training: At the heart of an effective training program in professional psychology is the opportunity to develop the personal insights and skills necessary for empathic and effective interaction in a wide range of settings. In order to meet this need, Rosemead has developed a sequence of experiences designed to promote personal growth and competence in interpersonal relationships as well as specific clinical skills. Beginning in their first year of study, students participate in a variety of activities designed to promote professional awareness and personal growth. The first year activities include active training in empathy skills in an on-campus pre-practicum experience. The pre-practicum course consists of exercises to assess and facilitate interpersonal skills, and the initial opportunity for the student to work with a volunteer college client in a helping role. During the second year, all students participate in interpersonal training therapy. As participants, students personally experience some of the growth-producing aspects of interpersonal relationships. In addition, students begin their formal practicum and psychotherapy lab courses in the second year. Students are placed in such professional facilities as outpatient clinics, hospitals, college counseling centers, public schools and community health organizations on the basis of their individual readiness, needs and interests. These practicum experiences are supervised both by Rosemead's faculty and qualified professionals working in the practicum agencies. In the psychotherapy lab courses, students receive both instruction and supervised experience, offering clinical services from the theoretical orientation of the course. Students elect lab courses from offerings such as Introduction to Child & Adolescent Therapy, Marriage and Family Therapy, Group Therapy, Cognitive Behavioral Therapy with Children, Gestalt Therapy, and Biofeedback. During the third year most doctoral students take two or three psychotherapy lab courses, work in an adult outpatient practicum setting, and begin individual training therapy. This therapy is designed to give the student first-hand experience in the role of a client and is considered an opportunity for both personal growth and for learning therapeutic principles and techniques. A minimum of 50 hours of individual training is required. Such issues as timing, choice of therapist and specific goals are determined by students in conjunction with their advisors and the Clinical Training Committee. When doctoral students reach their fourth year, most of their time is spent in electives from the therapy, integration, and general psychology courses; advanced practicum assignments; and independent study or research. This step-by-step progression in professional training experiences gives the student personal experience with a wide range of personalities in a variety of settings and provides the necessary preparation for a full-time internship during the year of study. |
| other program services | Form 990, Part III, Line 4d - The School of Intercultural Studies The undergraduate department of anthropology and intercultural studies is centered around mandate given by the Lord Jesus Christ to make disciples of every nation based on an understanding of both human beings and culture. The department strives to enable students to demonstrate a knowledge and an understanding of both human beings and culture. The department strives to enable students to demonstrate a knowledge and understanding of the theological, historical, sociological, anthropological and linguistic issues of the cross cultural communication of the gospel through a broad range of professions and vocations. It is the desire of the faculty that each student in the program will find in their particular career choice the means to effective cross cultural personal ministry and evangelism. Interdisciplinary Emphasis: The interdisciplinary emphasis is designed to equip majors with an intercultural experience while providing students with practical skills based on their specific career goals. Students work closely with their advisors to build a program according to career objectives. It is our desire to prepare students to apply an understanding of the diversity of people and cultures to a broad range of locations. The interdisciplinary emphasis offers a unique opportunity to combine Intercultural Studies with other disciplines in the University to prepare students for careers such as bicultural education, cross-cultural media communication, social work, cross cultural counseling, international relations and international business administration. The School of Education: The School of Education serves a diverse student body, consisting of more than 300 undergraduate students, which includes 225 liberal studies majors, and 143 graduate students. Our full-time faculty is made up of outstanding professionals with decades of combined experience in classroom and administrative settings. At the undergraduate level, the School of Education is home to the liberal studies major, which consistently ranks among the five most popular undergraduate majors at Biola. At the graduate level, the School of Education offers the flexible Master of Arts in Teaching (M.A.T.) and Master of Arts in Education (M.A.Ed.) programs, which can be tailored to meet the individual interests of new and experienced teachers alike. Our state-accredited Teacher Preparation Program offers teaching credentials at both the graduate and undergraduate levels in multiple and single subjects. We also offer five levels of early childhood permits, accredited by CCTC, and one four-course institution-sponsored online special education certificate. Crowell School of Business: The Crowell School of Business prepares students academically with a foundational business education while nurturing their Christian commitment through solid biblical integration in courses and contact with faculty and staff. Our goal is to prepare graduates to be leaders in their profession, impacting the culture for Christ. The Master's of Business Administration program at Biola University is designed for business people who already have experience in management, but want to increase their understanding of the entrepreneurial spirit within the corporate culture. It prepares followers of Jesus Christ to be successful leaders in the marketplace. The program incorporates foundational courses in theology alongside the constant application of biblical principles for decision for the part-time, fully employed student, with classes held in the evening. | |
| financial statements | FORM 990, PART XI, LINE 2 AND PART IV, LINE 12 | THE ORGANIZATION'S JUNE 30, 2010 FINANCIAL STATEMENTS ARE INCLUDED IN THE BIOLA UNIVERSITY AND WHOLLY OWNED SUBSIDIARY CONCOLIDATED FINANCIAL STATEMENTS WHICH ARE PREPARED IN ACCORDANCE WITH GAAP. THESE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON BIOLA'S WEBSITE AT <WWW.BIOLA.EDU/FINANCE>. |
| discrimination by race | schedule E, line 5d | Biola does not discriminate with regard to race in the awarding of any institutionally funded scholarships or other financial assistance; however, the university assists in administration of a limited number of small privately donated scholarship funds that (among other factors) favor members of one or more racial minority groups and do not significantly derogate from the university's racially nondiscrimination policy. |
| TRANSACTIONS WITH RELATED ORGANIZATIONS | SCHEDULE R, PART V, LINE 2, COLUMN C | THE AMOUNTS IN COLUMN C ARE REPORTED AT FAIR MARKET VALUE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARRINGTON SQUARE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVENUE | AddressLine1 |
| City | LA MIRADA | City |
| State | CA | State |
| ZIP Code | 906390001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | LEASING PROPERTY | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 211318 | ShareOfTotalIncome |
| Share Of EOY Assets | 4948159 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| arrington square corporation | |
| a | 211318 |
| arrington square corporation | |
| j | 210749 |