UNIVERSITY OF THE WEST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE WEST (EIN 93-1022351)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-15
- IRS object ID
- 202601059349301810
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-15T12:01:04-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SOUTH TEJON STREET SUITE 1100 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931022351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF THE WEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6265718811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 WALNUT GROVE AVE | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917703709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR HOA MINH TA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6265718811 | PhoneNum |
| Signature | 2026-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 7196350330 | PhoneNum |
| Preparation | 2026-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR HOA MINH TA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 WALNUT GROVE AVE | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917703709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,904,079 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWEST.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A "WHOLE PERSON" EDUCATION IN A CONTEXT INFORMED BY BUDDHIST WISDOM AND VALUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 112 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,283,756 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,503,832 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,730,015 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,469,107 | CYProgramServiceRevenueAmt |
| PY Investment Income | $826,697 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,204,884 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,668 | PYOtherRevenueAmt |
| CY Other Revenue | $82,055 | CYOtherRevenueAmt |
| PY Total Revenue | $6,847,136 | PYTotalRevenueAmt |
| CY Total Revenue | $10,259,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $587,927 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $552,757 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,062,141 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,137,633 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,953,868 | PYOtherExpensesAmt |
| CY Other Expenses | $2,222,254 | CYOtherExpensesAmt |
| PY Total Expenses | $6,603,936 | PYTotalExpensesAmt |
| CY Total Expenses | $6,912,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $243,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,347,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,950,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,080,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $608,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $497,857 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,342,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,582,352 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A "WHOLE PERSON" EDUCATION IN A CONTEXT INFORMED BY BUDDHIST WISDOM AND VALUES, AND TO FACILITATE CULTURAL UNDERSTANDING AND APPRECIATION BETWEEN EAST AND WEST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,547,523 | ExpenseAmt |
| Grant | $552,757 | GrantAmt |
| Revenue | $2,512,860 | RevenueAmt |
| Desc | UNIVERSITY OF THE WEST IS A BUDDHIST-FOUNDED, PRIVATE, NONPROFIT, NON-SECTARIAN, COEDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE, GRADUATE, CERTIFICATE, AND CONTINUING EDUCATION PROGRAMS CONSISTENT WITH THE MISSION OF CALIFORNIA'S DEGREE-GRANTING HIGHER EDUCATION INSTITUTIONS. THE ANNUAL ENROLLMENT FOR CREDIT AND NONCREDIT IS APPROXIMATELY 400 STUDENTS AND OFFERS PROGRAMS IN COMPARATIVE RELIGIONS, BUDDHIST STUDIES, BUDDHIST CHAPLAINCY, BUSINESS ADMINISTRATION, HUMANITIES AND SOCIAL AND BEHAVIORAL SCIENCES. | Desc |
| Total Program Service Expenses | $6,547,523 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 112 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY CHONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6265718811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 WALNUT GROVE AVENUE | AddressLine1Txt |
| City | ROSEMEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91780 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER DELA ROSA | |||||||
| TRUSTEE/ADJUNCT FACULTY SP24 | 2.00 | Yes (X) | $3,801 | $0 | $0 | ||
| VEN HSIN BAU | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VEN MIAOHSI | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER BEMSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM CHANG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM CHEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HSI-SHEN FANG VEN HUI CHUAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARLENE LANHAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FANG QIAN VEN HUI DONG | |||||||
| EXECUTIVE TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZHIYOU VEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CECIL WILLIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUH-JEN WU VEN TZU JUNG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZHENYU ZHANG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOA MINH TA | |||||||
| PRESIDENT | 40.00 | $167,437 | $0 | $18,980 | Yes (X) | ||
| AMY CHONG | |||||||
| CFO | 40.00 | $94,520 | $0 | $20,781 | Yes (X) | ||
| YUEYUN CHEN | |||||||
| CHAIR/FACULTY OF BUSINESS ADMINISTRATION | 40.00 | $123,897 | $0 | $26,379 | Yes (X) | ||
| CHI SHEH | |||||||
| FACULTY | 40.00 | $104,888 | $0 | $13,051 | Yes (X) | ||
| VANESSA KARAM | |||||||
| CHIEF STUDENT SERVICES OFFICER | 40.00 | $101,600 | $0 | $17,897 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $596,143 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,088 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31001-2443 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | AUDIT AND TAX SERVICES | ServicesDesc |
| Compensation | $128,885 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,503,832 | AllOtherContributionsAmt |
| Noncash Contributions | $262,479 | NoncashContributionsAmt |
| Total Contributions | $6,503,832 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $2,068,289 | $2,068,289 |
| ROOM AND BOARD | 532000 | $335,415 | $335,415 |
| PROGRAM FEES | 611600 | $41,849 | $41,849 |
| STUDENT FEES | 611600 | $23,554 | $23,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,469,107 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $916,658 | TotalRevenueColumnAmt |
| Exclusion | $916,658 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $245,290 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $206,988 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,302 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,302 | TotalRevenueColumnAmt |
| Exclusion | $38,302 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,725,439 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,437,213 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $288,226 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,226 | TotalRevenueColumnAmt |
| Exclusion | $288,226 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC. INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $43,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,753 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,753 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,259,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,512,860 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,243,186 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,757 | TotalAmt |
| Program Services | $552,757 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,037 | TotalAmt |
| Program Services | $117,036 | ProgramServicesAmt |
| Management And General | $208,001 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,215,612 | TotalAmt |
| Program Services | $3,207,221 | ProgramServicesAmt |
| Management And General | $8,391 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,629 | TotalAmt |
| Program Services | $41,629 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,432 | TotalAmt |
| Program Services | $251,439 | ProgramServicesAmt |
| Management And General | $20,993 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,923 | TotalAmt |
| Program Services | $264,755 | ProgramServicesAmt |
| Management And General | $18,168 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,358 | TotalAmt |
| Program Services | $15,358 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,700 | TotalAmt |
| Program Services | $133,016 | ProgramServicesAmt |
| Management And General | $10,684 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,398 | TotalAmt |
| Program Services | $75,488 | ProgramServicesAmt |
| Management And General | $20,910 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,499 | TotalAmt |
| Program Services | $209,499 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,366 | TotalAmt |
| Program Services | $135,331 | ProgramServicesAmt |
| Management And General | $8,035 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,130 | TotalAmt |
| Program Services | $236,726 | ProgramServicesAmt |
| Management And General | $1,404 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,115 | TotalAmt |
| Program Services | $193,115 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,269 | TotalAmt |
| Program Services | $32,087 | ProgramServicesAmt |
| Management And General | $182 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,203 | TotalAmt |
| Program Services | $7,652 | ProgramServicesAmt |
| Management And General | $551 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15 | TotalAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,680 | TotalAmt |
| Program Services | $305,805 | ProgramServicesAmt |
| Management And General | $6,875 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,311 | TotalAmt |
| Program Services | $113,571 | ProgramServicesAmt |
| Management And General | $25,740 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIR AND MAINTENANCE | $472,831 | $472,831 | |
| MISCELLANEOUS | $158,066 | $122,894 | $35,172 |
| PROGRAM EXPENSES | $30,941 | $30,941 | |
| LIBRARY | $24,253 | $24,253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,119 | TotalAmt |
| Program Services | $4,119 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,912,644 | TotalAmt |
| Program Services | $6,547,523 | ProgramServicesAmt |
| Management And General | $365,121 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,278 | BOYAmt |
| EOY | $1,977,857 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,973,978 | BOYAmt |
| EOY | $4,073,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $324,633 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,887 | BOYAmt |
| EOY | $1,382,981 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,028 | BOYAmt |
| EOY | $4,028 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,277 | BOYAmt |
| EOY | $511,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,732,859 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,728,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,994,106 | BOYAmt |
| EOY | $9,003,877 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,391,269 | BOYAmt |
| EOY | $9,353,117 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,502,682 | BOYAmt |
| EOY | $11,448,989 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,950,505 | BOYAmt |
| EOY | $38,080,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,316 | BOYAmt |
| EOY | $344,435 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,436 | BOYAmt |
| EOY | $26,627 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,659 | BOYAmt |
| EOY | $126,795 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,411 | BOYAmt |
| EOY | $497,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,875,161 | BOYAmt |
| EOY | $21,582,739 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,466,933 | BOYAmt |
| EOY | $15,999,613 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,342,094 | BOYAmt |
| EOY | $37,582,352 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,950,505 | BOYAmt |
| EOY | $38,080,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,347,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $568,391 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $324,633 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,325,706 | BeginningYearBalanceAmt |
| Contributions | $262,479 | ContributionsAmt |
| Investment Earnings Or Losses | $1,634,761 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $61,618 | AdministrativeExpensesAmt |
| End Year Balance | $19,161,328 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,027,210 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,353,880 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $55,384 | AdministrativeExpensesAmt |
| End Year Balance | $17,325,706 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,437,888 | BeginningYearBalanceAmt |
| Contributions | $750,000 | ContributionsAmt |
| Investment Earnings Or Losses | $904,972 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $65,650 | AdministrativeExpensesAmt |
| End Year Balance | $16,027,210 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,090,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,546,226 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $106,066 | AdministrativeExpensesAmt |
| End Year Balance | $14,437,888 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,872,123 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,747,084 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $529,027 | AdministrativeExpensesAmt |
| End Year Balance | $17,090,180 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20504 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34705 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44791 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,197,717 | OtherCostOrOtherBasisAmt |
| Book Value | $5,197,717 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,410,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,933,604 | DepreciationAmt |
| Book Value | $1,476,947 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,930,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,213,569 | DepreciationAmt |
| Book Value | $1,716,665 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,577,471 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,964,923 | DepreciationAmt |
| Book Value | $612,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $616,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $616,886 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,003,877 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $15,943 | F |
| CORPORATE BONDS | $9,052,381 | F |
| EQUITY TRUST | $417,129 | F |
| CERTIFICATES OF DEPOSIT | $1,793,003 | F |
| UNIT INVESTMENT FUND | $170,533 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,448,989 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIAL INTEREST HELD FOR OTHERS | $83,139 |
| REFUNDABLE DEPOSITS | $43,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $126,795 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,093,873 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $568,391 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $611,373 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $206,988 | OtherRevenueAmt |
| Revenue Not Reported | $1,386,752 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,707,121 | RevenueSubtotalAmt |
| Other Revenues Not Included | $552,757 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $552,757 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,259,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,853,615 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $286,740 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $206,988 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $493,728 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,359,887 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $552,757 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $552,757 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,912,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE UNIVERSITY ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 206,988. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 552,757. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 206,988. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 552,757. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE UNIVERSITY CATALOGUE AND UNIVERSITY WEBSITE. THE RACIALLY NONDISCRIMINATORY POLICY WAS PUBLISHED IN THE LOCAL NEWSPAPER, PASADENA WEEKLY, MAY 1, 2025. |
| SCHEDULE E, PART I, LINE 6 | RECEIVED TITLE IV FINANCIAL AID FROM THE DEPARTMENT OF EDUCATION, CALGRANT, AND VA EDUCATIONAL BENEFITS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| PRIVATE SCHOLARSHIPS | 30 | $15,000 | N/A | N/A |
| INSTITUTIONAL SCHOLARSHIPS | 160 | $537,757 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL APPLICATIONS ARE PRESCREENED BY THE FINANCIAL AID OFFICE (FAO) FOR ELIGIBILITY REQUIREMENTS BEFORE BEING PASSED TO RESPECTIVE ACADEMIC PROGRAM CHAIRS/HEADS FOR REVIEW AND RECOMMENDATION. RECOMMENDED APPLICANTS ARE THEN REVIEWED BY THE UWEST FINANCIAL AID AND SCHOLARSHIP COMMITTEE (FASC) OR RESPECTIVE SCHOLARSHIP COMMITTEES FOR AWARD DECISION OR FINAL RECOMMENDATION. FOR CERTAIN MERIT-BASED INSTITUTIONAL SCHOLARSHIPS, THE FINAL RECOMMENDATION FROM THE FASC IS FORWARDED TO THE PRESIDENT'S OFFICE FOR APPROVAL. THE FAO NOTIFIES EACH AWARDEE AND AUTHORIZES SCHOLARSHIP DISBURSEMENT INTO THEIR STUDENT ACCOUNT AFTER VERIFYING EACH AWARDEE'S ENROLLMENT STATUS AND ACADEMIC STANDING AT THE BEGINNING OF EACH SEMESTER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOA MINH TA | ||||||||||||||
| PRESIDENT | $167,437 | $0 | $0 | $0 | $0 | $0 | $4,250 | $0 | $14,730 | $0 | $186,417 | $0 | $0 | $0 |
| YUEYUN CHEN | ||||||||||||||
| CHAIR/FACULTY OF BUSINESS ADMINISTRA | $123,897 | $0 | $0 | $0 | $0 | $0 | $2,945 | $0 | $23,434 | $0 | $150,276 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $262,479 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF TRUSTEES HAS ESTABLISHED, BY A TWO THIRDS (2/3) MAJORITY VOTE OF TRUSTEES, DESIGNATE TWO (2) OR MORE OF ITS MEMBERS (WHO MAY ALSO BE SERVING AS OFFICERS OF THIS CORPORATION) TO CONSTITUTE AN EXECUTIVE COMMITTEE AND DELEGATE TO SUCH COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT WITH RESPECT TO: (A) THE APPROVAL OF ANY ACTION WHICH, UNDER LAW OR THE PROVISIONS OF THE BYLAWS, REQUIRES THE APPROVAL OF THE MEMBERS OR OF A MAJORITY OF ALL OF THE MEMBERS. (B) THE FILLING OF VACANCIES ON THE BOARD OR ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD. (C) THE FIXING OF COMPENSATION OF THE TRUSTEES FOR SERVING ON THE BOARD OR ON ANY COMMITTEE. (D) THE AMENDMENT OR REPEAL OF BYLAWS OR THE ADOPTION OF NEW BYLAWS. (E) THE AMENDMENT OR REPEAL OR ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEATABLE. (F) THE APPOINTMENT OF COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF. (G) THE EXPENDITURE OF CORPORATE FUNDS TO SUPPORT A NOMINEE FOR TRUSTEE AFTER THERE ARE MORE PEOPLE NOMINATED FOR TRUSTEE THAN CAN BE ELECTED. (H) THE APPROVAL OF ANY TRANSACTION TO WHICH THIS CORPORATION IS A PARTY AND IN WHICH ONE OR MORE OF THE TRUSTEES HAS A MATERIAL FINANCIAL INTEREST, EXCEPT AS EXPRESSLY PROVIDED IN SECTION 5233(D)(3) OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. BY A MAJORITY VOTE OF ITS MEMBERS THEN IN OFFICE, THE BOARD MAY AT ANY TIME REVOKE OR MODIFY ANY OR ALL OF THE AUTHORITY SO DELEGATED, INCREASE OR DECREASE BUT NOT BELOW TWO (2) OF ITS MEMBERS, AND FILL VACANCIES THEREIN FROM THE MEMBERS OF THE BOARD. THE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS, CAUSE THEM TO BE FILED WITH THE CORPORATE RECORDS, AND REPORT THE SAME TO THE BOARD FROM TIME TO TIME AS THE BOARD MAY REQUIRE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE UNIVERSITY. THE RETURN IS THEN REVIEWED BY MANAGEMENT BEFORE BEING SENT TO THE AUDIT COMMITTEE FOR THEIR FEEDBACK AND REVIEW. ONCE THE AUDIT COMMITTEE APPROVES THE RETURN, THE DOCUMENT IS MADE AVAILABLE TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH TRUSTEE AND MEMBER OF MANAGEMENT IS REQUIRED TO COMPLETE AND SIGN A STATEMENT DISCLOSING ANY POTENTIAL CONFLICT OF INTEREST AS REQUIRED UNDER THE CONFLICT OF INTEREST POLICY. IN THE EVENT THAT POTENTIAL CONFLICTS CANNOT BE RESOLVED AT THIS LEVEL, THE INVOLVED SUPERVISOR SHOULD REPORT THE CASE TO THE HUMAN RESOURCES MANAGER, PRESIDENT, AND BOARD CHAIR. THEY SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IN THE PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE ORGANIZATION. IF IT IS DETERMINED THAT THERE IS A CONFLICT THE BOARD MEMBER MAY HAVE TO RECUSE THEMSELVES FROM DECISIONS ON THAT ITEM, OR MAY HAVE TO RESIGN DEPENDING ON THE SEVERITY OF THE CONFLICT. FOR EMPLOYEES THE CONFLICT WOULD HAVE TO BE RESOLVED OR THE EMPLOYEE WOULD BE RELEASED. IN ANY CASE, THE CONFLICT WOULD BE DOCUMENTED AND PLACED IN THE INDIVIDUAL'S FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. |