FIELDING GRADUATE UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FIELDING GRADUATE UNIVERSITY (EIN 95-2882724)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-31
- IRS object ID
- 202640909349301564
- 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 F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-31T14:31:08-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 952882724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDING GRADUATE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIEL | BusinessNameControlTxt |
| Phone | 8058984010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 DE LA VINA ST | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931053814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L BENNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8058984010 | PhoneNum |
| Signature | 2026-03-25 | 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 | KAREN GRIES CPA | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2026-03-25 | 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 | JOHN L BENNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 DE LA VINA ST | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931053814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,836,808 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FIELDING.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FIELDING PROVIDES DOCTORAL, MASTER'S AND GRADUATE-LEVEL CERTIFICATE PROGRAMS IN THE FIELDS OF EDUCATIONAL LEADERSHIP, ORGANIZATION DEVELOPMENT, AND PSYCHOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 305 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,466,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,315,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,368,295 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,163,532 | CYProgramServiceRevenueAmt |
| PY Investment Income | $946,676 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,503,590 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,453 | PYOtherRevenueAmt |
| CY Other Revenue | $20,254 | CYOtherRevenueAmt |
| PY Total Revenue | $23,833,038 | PYTotalRevenueAmt |
| CY Total Revenue | $28,003,002 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $505,339 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,139,605 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,879,041 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,410,834 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $557,498 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,686,595 | PYOtherExpensesAmt |
| CY Other Expenses | $7,609,252 | CYOtherExpensesAmt |
| PY Total Expenses | $26,070,975 | PYTotalExpensesAmt |
| CY Total Expenses | $27,159,691 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,237,937 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $843,311 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,541,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,726,654 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,131,665 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,052,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,410,153 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,674,490 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE PROVIDE EXEMPLARY INTERDISCIPLINARY PROGRAMS FOR A COMMUNITY OF SCHOLAR-PRACTITIONERS WITHIN A DISTRIBUTED LEARNING MODEL GROUNDED IN STUDENT-DRIVEN INQUIRY AND LEADING TO ENHANCED KNOWLEDGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,480,110 | ExpenseAmt |
| Grant | $1,139,605 | GrantAmt |
| Revenue | $22,163,532 | RevenueAmt |
| Desc | FIELDING GRADUATE UNIVERSITY IS AN ACCREDITED PROVIDER OF BLENDED GRADUATE EDUCATION, COMBINING FACE-TO-FACE AND ONLINE LEARNING. FIELDING OFFERS DOCTORAL, MASTER'S, AND ADVANCED CERTIFICATE PROGRAMS IN THE FIELDS OF EDUCATIONAL LEADERSHIP, HUMAN AND ORGANIZATIONAL DEVELOPMENT, AND CLINICAL AND MEDIA PSYCHOLOGY TO MID-CAREER ADULTS. APPROXIMATELY 1,000 STUDENTS ARE SERVED THROUGHOUT THE WORLD WITH THE MAJORITY RESIDING IN THE UNITED STATES AND NORTH AMERICA. | Desc |
| Total Program Service Expenses | $17,480,110 | 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 | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | 0 | 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 | 1293 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 305 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | JUNE KLEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8058984010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 DE LA VINA STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931053538 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 |
|---|---|---|---|---|---|---|---|
| ANTHONY GREENE | |||||||
| FACULTY MEMBER & TRUSTEE | 2.00 | Yes (X) | $96,016 | $0 | $20,333 | ||
| LENNEAL HENDERSON | |||||||
| FACULTY MEMBER & TRUSTEE | 2.00 | Yes (X) | $60,162 | $0 | $4,655 | ||
| GARY WAGENHEIM TRUSTEE AND | |||||||
| CHAIR OF BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KARIN BUNNELL TRUSTEE AND | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL KLEIN TRUSTEE AND | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAY HARDING TRUSTEE AND | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARIA SANCHEZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY FISHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ALI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIE PRAIRIE CHICKEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NATASHA MILLER-ZAHN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLA SMITH | |||||||
| FACULTY MEMBER & TRUSTEE | 37.50 | Yes (X) | $88,290 | $0 | $6,799 | ||
| IVORY TOLDSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL HUFFAKER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA BAILEY | |||||||
| STUDENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN BOND | |||||||
| STUDENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN S BOGART | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GOLDSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELENA I NICKLASSON | |||||||
| VP OF UNIVERSITY RELATIONS | 37.50 | $175,141 | $0 | $51,486 | Yes (X) | ||
| KATHY GELLER | |||||||
| DEAN OF THE FACULTY | 37.50 | $136,220 | $0 | $23,550 | Yes (X) | ||
| KATRINA ROGERS | |||||||
| PRESIDENT | 37.50 | $326,860 | $0 | $143,000 | Yes (X) | ||
| JUNE KLEIN | |||||||
| VP AND CHIEF FINANCIAL OFFICER | 37.50 | $197,560 | $0 | $13,804 | Yes (X) | ||
| ALLISON DAVIS-WHITE EYES | |||||||
| INTERIM PROVOST | 37.50 | $121,714 | $0 | $36,829 | Yes (X) | ||
| JOHN L BENNETT | |||||||
| TRUSTEE/PRESIDENT | 37.50 | $0 | $0 | $0 | Yes (X) | ||
| WENDI WILLIAMS | |||||||
| PROVOST (OUTGOING) | 37.50 | $240,360 | $0 | $26,116 | Yes (X) | ||
| KATHERINE MCGRAW | |||||||
| ASSOCIATE PROVOST RESEARCH, EXTRAMURAL FUNDING, & | 37.50 | $144,560 | $0 | $50,284 | Yes (X) | ||
| ALMA MARTINEZ | |||||||
| ASSOCIATE PROVOST INSTITUTIONAL EFFECTIVENESS & CO | 37.50 | $136,300 | $0 | $51,477 | Yes (X) | ||
| KRISTINE JACQUIN | |||||||
| DEAN OF CURRICULUM & INNOVATION | 37.50 | $168,100 | $0 | $26,774 | Yes (X) | ||
| DINO FERRARE | |||||||
| VP OF HR & IT | 37.50 | $160,532 | $0 | $25,725 | Yes (X) | ||
| CHERJANET LENZY | |||||||
| ASSOCIATE PROVOST FOR STUDENT LIFE | 37.50 | $116,920 | $0 | $13,401 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,168,735 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $494,233 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STORBECK SEARCH LLC | |||||
| 2005 MARKET ST 33RD FLOOR | PHILADELPHIA | PA | 19103 | ADVERTISING | $202,755 |
| ELM2 ADVISORS LLC | |||||
| 2338 DINASOUR DR | ERIE | CO | 80516 | CONSULTING | $192,362 |
| ROBERT FERRILLI | |||||
| 4 KINGS HIGHWAY EAST | HADDONFIELD | NJ | 08033 | INTERIM FA TEMPORARY DIRECTOR | $133,575 |
| BAKER TILLY ADVISORY GROUP LP | |||||
| 50 FREMONT STREET SUITE 4000 | SAN FRANCISCO | CA | 94105 | PROFESSIONAL SERVICES | $125,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,054,078 | GovernmentGrantsAmt |
| All Other Contributions | $2,261,548 | AllOtherContributionsAmt |
| Noncash Contributions | $16,259 | NoncashContributionsAmt |
| Total Contributions | $3,315,626 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $22,163,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,163,532 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,163,532 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $852,616 | TotalRevenueColumnAmt |
| Exclusion | $852,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,673,084 | SecuritiesAmt |
| Other | $2,811,696 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,033,552 | SecuritiesAmt |
| Other | $1,800,254 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $639,532 | SecuritiesAmt |
| Other | $1,011,442 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,650,974 | TotalRevenueColumnAmt |
| Exclusion | $1,650,974 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $20,254 | TotalRevenueColumnAmt |
| Exclusion | $20,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,254 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,003,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,163,532 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,523,844 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,468 | TotalAmt |
| Program Services | $1,085,468 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,137 | TotalAmt |
| Program Services | $54,137 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,806 | TotalAmt |
| Program Services | $181,166 | ProgramServicesAmt |
| Management And General | $1,375,640 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,362,478 | TotalAmt |
| Program Services | $9,863,048 | ProgramServicesAmt |
| Management And General | $2,234,249 | ManagementAndGeneralAmt |
| Fundraising | $265,181 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,715 | TotalAmt |
| Program Services | $571,425 | ProgramServicesAmt |
| Management And General | $290,725 | ManagementAndGeneralAmt |
| Fundraising | $18,565 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,544,114 | TotalAmt |
| Program Services | $1,686,742 | ProgramServicesAmt |
| Management And General | $809,671 | ManagementAndGeneralAmt |
| Fundraising | $47,701 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,721 | TotalAmt |
| Program Services | $765,286 | ProgramServicesAmt |
| Management And General | $280,814 | ManagementAndGeneralAmt |
| Fundraising | $20,621 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,062 | TotalAmt |
| Management And General | $160,062 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,822 | TotalAmt |
| Management And General | $125,822 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,905 | TotalAmt |
| Management And General | $87,905 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,691 | TotalAmt |
| Program Services | $561,296 | ProgramServicesAmt |
| Management And General | $419,395 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,936 | TotalAmt |
| Program Services | $611,496 | ProgramServicesAmt |
| Management And General | $616,260 | ManagementAndGeneralAmt |
| Fundraising | $84,180 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,710 | TotalAmt |
| Program Services | $21,913 | ProgramServicesAmt |
| Management And General | $44,303 | ManagementAndGeneralAmt |
| Fundraising | $4,494 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,798 | TotalAmt |
| Program Services | $143,499 | ProgramServicesAmt |
| Management And General | $1,294,109 | ManagementAndGeneralAmt |
| Fundraising | $20,190 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,891 | TotalAmt |
| Program Services | $337,016 | ProgramServicesAmt |
| Management And General | -$90,734 | ManagementAndGeneralAmt |
| Fundraising | $12,609 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,790 | TotalAmt |
| Program Services | $53,548 | ProgramServicesAmt |
| Management And General | $112,925 | ManagementAndGeneralAmt |
| Fundraising | $73,317 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,208 | TotalAmt |
| Program Services | $552,203 | ProgramServicesAmt |
| Management And General | $107,183 | ManagementAndGeneralAmt |
| Fundraising | $2,822 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,023 | TotalAmt |
| Program Services | $10,092 | ProgramServicesAmt |
| Management And General | $69,247 | ManagementAndGeneralAmt |
| Fundraising | $684 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,604 | TotalAmt |
| Program Services | $82,260 | ProgramServicesAmt |
| Management And General | $83,032 | ManagementAndGeneralAmt |
| Fundraising | $4,312 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,484 | TotalAmt |
| Program Services | $2,543 | ProgramServicesAmt |
| Management And General | $309,941 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $831,329 | $746,351 | $84,208 | $770 |
| PROGRAM AND RESEARCH | $635,529 | $91,738 | $543,791 | |
| PROF. DEV. & TRAINING | $224,470 | $58,883 | $163,535 | $2,052 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,159,691 | TotalAmt |
| Program Services | $17,480,110 | ProgramServicesAmt |
| Management And General | $9,122,083 | ManagementAndGeneralAmt |
| Fundraising | $557,498 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,252,778 | BOYAmt |
| EOY | $10,233,785 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $818,048 | BOYAmt |
| EOY | $1,829,686 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,650 | BOYAmt |
| EOY | $1,004,594 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,201 | BOYAmt |
| EOY | $9,201 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,759 | BOYAmt |
| EOY | $1,124,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,160,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,631,483 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,421,952 | BOYAmt |
| EOY | $2,528,635 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,698,525 | BOYAmt |
| EOY | $21,154,059 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,905 | BOYAmt |
| EOY | $842,228 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,541,818 | BOYAmt |
| EOY | $38,726,654 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,352,824 | BOYAmt |
| EOY | $2,215,565 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,287,837 | BOYAmt |
| EOY | $3,391,411 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,491,004 | BOYAmt |
| EOY | $1,445,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,131,665 | BOYAmt |
| EOY | $7,052,164 | 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 | $22,229,814 | BOYAmt |
| EOY | $20,514,307 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,180,339 | BOYAmt |
| EOY | $11,160,183 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,410,153 | BOYAmt |
| EOY | $31,674,490 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,541,818 | BOYAmt |
| EOY | $38,726,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $843,311 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $421,026 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $10,319,428 | BeginningYearBalanceAmt |
| Contributions | $1,104,434 | ContributionsAmt |
| Investment Earnings Or Losses | $1,321,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,023 | GrantsOrScholarshipsAmt |
| Other Expenditures | $61,888 | OtherExpendituresAmt |
| End Year Balance | $12,601,127 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,377,720 | BeginningYearBalanceAmt |
| Contributions | $68,268 | ContributionsAmt |
| Investment Earnings Or Losses | $1,083,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $181,178 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,919 | OtherExpendituresAmt |
| End Year Balance | $10,319,428 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,466,174 | BeginningYearBalanceAmt |
| Contributions | $87,142 | ContributionsAmt |
| Investment Earnings Or Losses | $1,213,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,620 | GrantsOrScholarshipsAmt |
| Other Expenditures | $328,036 | OtherExpendituresAmt |
| End Year Balance | $9,377,720 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,975,862 | BeginningYearBalanceAmt |
| Contributions | $1,198,688 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,531,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,390 | GrantsOrScholarshipsAmt |
| Other Expenditures | $124,028 | OtherExpendituresAmt |
| End Year Balance | $8,466,174 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,983,837 | BeginningYearBalanceAmt |
| Contributions | $53,179 | ContributionsAmt |
| Investment Earnings Or Losses | $2,045,411 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,840 | GrantsOrScholarshipsAmt |
| Other Expenditures | $62,725 | OtherExpendituresAmt |
| End Year Balance | $8,975,862 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,402,472 | OtherCostOrOtherBasisAmt |
| Book Value | $1,402,472 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,386,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,377,998 | DepreciationAmt |
| Book Value | $1,008,871 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,370,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,253,485 | DepreciationAmt |
| Book Value | $117,292 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,528,635 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEARNED TUITION | $585,326 |
| LEASE LIABILITY | $859,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,445,188 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,250,655 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $421,026 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $421,026 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,829,629 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $87,905 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,085,468 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,173,373 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,003,002 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,986,318 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,986,318 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $87,905 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,085,468 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,173,373 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,159,691 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT GENERAL OPERATIONS, SCHOLARSHIPS, RESEARCH AND EDUCATIONAL ACTIVITIES. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO FEDERAL INCOME TAXES EXCEPT TO THE EXTENT IT DERIVES INCOME FROM CERTAIN ACTIVITIES NOT SUBSTANTIALLY RELATED TO ITS TAX-EXEMPT PURPOSES (UNRELATED TRADE OR BUSINESS ACTIVITIES). THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAX. AT JUNE 30, 2025 AND 2024, THE UNIVERSITY HAD NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 1,085,468. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 1,085,468. |
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 DRAWS STUDENTS NATIONWIDE AND MEETS THE PUBLICITY REQUIREMENT BY INCLUDING A STATEMENT OF POLICY IN ALL BROCHURES AND CATALOGS AND ON THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | FIELDING GRADUATE UNIVERSITY PARTICIPATES IN TITLE IV FEDERAL FINANCIAL AID PROGRAMS PROVIDING STUDENT EDUCATIONAL LOANS TO STUDENTS AND GRANT FUNDS FOR RESEARCH. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES - EDUCATION | THE ORGANIZATION PROVIDES GRADUATE PROGRAMS TO STUDENTS IN THE UNITED STATES AND THROUGHOUT THE WORLD. STUDENTS PARTICIPATE IN PROGRAMS VIA FACE-TO-FACE SESSIONS AND ONLINE COURSES AND SEMINARS FOR INDIVIDUALS AND GROUPS. FACE-TO-FACE SESSIONS ARE HELD IN THE UNITED STATES AND STUDENTS TRAVEL TO PARTICIPATE IN THESE PROGRAMS. ADMINISTRATIVE OFFICES ARE LOCATED IN THE UNITED STATES AND THE MAJORITY OF FACULTY RESIDE IN THE UNITED STATES. ONE FACULTY RESIDES IN CANADA. APPROXIMATELY 97% OF STUDENTS RESIDE IN NORTH AMERICA AND 3% RESIDE IN 25 DIFFERENT COUNTRIES. PROGRAM EXPENDITURES ARE INCURRED PRIMARILY IN THE UNITED STATES AND THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES SERVING STUDENTS RESIDING OUTSIDE OF THE UNITED STATES OTHER THAN SCHOLARSHIP ASSISTANCE. SCHOLARSHIP ASSISTANCE IN NORTH AMERICA, OTHER THAN IN THE UNITED STATES, WAS $17,250. | $17,250 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES - EDUCATION | THE ORGANIZATION PROVIDES GRADUATE PROGRAMS TO STUDENTS IN THE UNITED STATES AND THROUGHOUT THE WORLD. STUDENTS PARTICIPATE IN PROGRAMS VIA FACE-TO-FACE SESSIONS AND ONLINE COURSES AND SEMINARS FOR INDIVIDUALS AND GROUPS. FACE-TO-FACE SESSIONS ARE HELD IN THE UNITED STATES AND STUDENTS TRAVEL TO PARTICIPATE IN THESE PROGRAMS. ADMINISTRATIVE OFFICES ARE LOCATED IN THE UNITED STATES AND THE MAJORITY OF FACULTY RESIDE IN THE UNITED STATES. ONE FACULTY RESIDES IN CANADA. APPROXIMATELY 97% OF STUDENTS RESIDE IN NORTH AMERICA AND 3% RESIDE IN 25 DIFFERENT COUNTRIES. PROGRAM EXPENDITURES ARE INCURRED PRIMARILY IN THE UNITED STATES AND THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES SERVING STUDENTS RESIDING OUTSIDE OF THE UNITED STATES OTHER THAN SCHOLARSHIP ASSISTANCE. SCHOLARSHIP ASSISTANCE IN EAST ASIA AND THE PACIFIC WAS $23,387. | $23,387 |
| EUROPE AND AFRICA | 0 | 0 | PROGRAM SERVICES - EDUCATION | THE ORGANIZATION PROVIDES GRADUATE PROGRAMS TO STUDENTS IN THE UNITED STATES AND THROUGHOUT THE WORLD. STUDENTS PARTICIPATE IN PROGRAMS VIA FACE-TO-FACE SESSIONS AND ONLINE COURSES AND SEMINARS FOR INDIVIDUALS AND GROUPS. FACE-TO-FACE SESSIONS ARE HELD IN THE UNITED STATES AND STUDENTS TRAVEL TO PARTICIPATE IN THESE PROGRAMS. ADMINISTRATIVE OFFICES ARE LOCATED IN THE UNITED STATES AND THE MAJORITY OF FACULTY RESIDE IN THE UNITED STATES. ONE FACULTY RESIDES IN CANADA. APPROXIMATELY 97% OF STUDENTS RESIDE IN NORTH AMERICA AND 3% RESIDE IN 25 DIFFERENT COUNTRIES. PROGRAM EXPENDITURES ARE INCURRED PRIMARILY IN THE UNITED STATES AND THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES SERVING STUDENTS RESIDING OUTSIDE OF THE UNITED STATES OTHER THAN SCHOLARSHIP ASSISTANCE. SCHOLARSHIP ASSISTANCE IN THE MIDDLE EAST AND NORTH AFRICA WAS $13,500. | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $54,137 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $54,137 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TUITION | NORTH AMERICA | 1 | $500 | POSTED TO STUDENT'S ACCOUNT |
| TUITION | SUB SAHARAN AFRICA | 2 | $5,000 | POSTED TO STUDENT'S ACCOUNT |
| TUITION | EAST ASIA AND THE PACIFIC | 7 | $23,387 | POSTED TO STUDENT'S ACCOUNT |
| T | EUROPE (INCLUDING ICELAND & GREENLAND) | 4 | $8,500 | POSTED TO STUDENT'S ACCOUNT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS COME IN THE FORM OF SCHOLARSHIP OR TUITION ASSISTANCE APPLIED DIRECTLY AGAINST TUITION COSTS. PART I, LINE 3: THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES RELATED TO THESE ACTIVITIES OTHER THAN DIRECT SCHOLARSHIP ASSISTANCE TO INDIVIDUALS RESIDING OUTSIDE THE US. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TUITION SCHOLARSHIPS AWARDED TO STUDENTS | 209 | $910,009 |
| RESEARCH GRANTS AWARDED TO STUDENTS AND FACULTY MEMBERS | 12 | $50,282 |
| KIPNES AWARD SCHOLARSHIP | 1 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIELDING GRADUATE UNIVERSITY AWARDS TUITION SCHOLARSHIPS TO STUDENTS OF THE UNIVERSITY AND ARE IMMEDIATELY APPLIED AGAINST THE STUDENT'S TUITION CHARGES. FIELDING GRADUATE UNIVERSITY AWARDS RESEARCH GRANTS TO FACULTY MEMBERS AND STUDENTS OF THE UNIVERSITY AND REQUIRES WRITTEN REPORTS FROM GRANT RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATRINA ROGERS | ||||||||||||||
| PRESIDENT | $296,360 | $0 | $0 | $0 | $30,500 | $0 | $26,000 | $0 | $117,000 | $0 | $469,860 | $0 | $0 | $0 |
| WENDI WILLIAMS | ||||||||||||||
| PROVOST (OUTGOING) | $214,741 | $0 | $0 | $0 | $25,619 | $0 | $13,200 | $0 | $12,916 | $0 | $266,476 | $0 | $0 | $0 |
| ELENA I NICKLASSON | ||||||||||||||
| VP OF UNIVERSITY RELATIONS | $158,812 | $0 | $0 | $0 | $16,329 | $0 | $12,738 | $0 | $38,748 | $0 | $226,627 | $0 | $0 | $0 |
| JUNE KLEIN | ||||||||||||||
| VP AND CHIEF FINANCIAL OFFICER | $170,560 | $0 | $0 | $0 | $27,000 | $0 | $13,804 | $0 | $0 | $0 | $211,364 | $0 | $0 | $0 |
| KRISTINE JACQUIN | ||||||||||||||
| DEAN OF CURRICULUM & INNOVATION | $163,334 | $0 | $0 | $0 | $4,766 | $0 | $13,184 | $0 | $13,590 | $0 | $194,874 | $0 | $0 | $0 |
| KATHERINE MCGRAW | ||||||||||||||
| ASSOCIATE PROVOST RESEARCH, EXTRAMUR | $123,611 | $0 | $0 | $0 | $20,949 | $0 | $11,536 | $0 | $38,748 | $0 | $194,844 | $0 | $0 | $0 |
| ALMA MARTINEZ | ||||||||||||||
| ASSOCIATE PROVOST INSTITUTIONAL EFFE | $122,427 | $0 | $0 | $0 | $13,873 | $0 | $10,712 | $0 | $40,765 | $0 | $187,777 | $0 | $0 | $0 |
| DINO FERRARE | ||||||||||||||
| VP OF HR & IT | $140,853 | $0 | $0 | $0 | $19,679 | $0 | $12,809 | $0 | $12,916 | $0 | $186,257 | $0 | $0 | $0 |
| KATHY GELLER | ||||||||||||||
| DEAN OF THE FACULTY | $104,901 | $0 | $0 | $0 | $31,319 | $0 | $10,634 | $0 | $12,916 | $0 | $159,770 | $0 | $0 | $0 |
| ALLISON DAVIS-WHITE EYES | ||||||||||||||
| INTERIM PROVOST | $104,246 | $0 | $0 | $0 | $17,468 | $0 | $9,708 | $0 | $27,121 | $0 | $158,543 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING FOR THE PRESIDENT/CEO ON THE EMPLOYER'S PREMISES AND AS A CONDITION OF EMPLOYMENT HAVE BEEN EXCLUDED FROM COMPENSATION UNDER INTERNAL REVENUE CODE SECTION 119(A), AND ARE INCLUDED IN NONTAXABLE BENEFITS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS AND THE CHAIRS OF THE STANDING COMMITTEES WHO ARE ALL MEMBERS OF THE GOVERNING BODY. THE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD DURING PERIODS BETWEEN MEETINGS EXCEPT FILLING VACANCIES ON THE BOARD OR COMMITTEES, CHANGING BYLAWS, CHANGING A RESOLUTION THAT REQUIRES BOARD ACTION, AND APPOINTMENT OF ANY OTHER COMMITTEES OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE UNIVERSITY'S TAX FIRM AND PROVIDED TO MANAGEMENT FOR THEIR REVIEW AND INPUT. ONCE ALL CHANGES ARE INCORPORATED INTO THE FILING, A FINAL DRAFT IS THEN PROVIDED FOR REVIEW BEFORE EACH VOTING MEMBER OF THE BOARD OF TRUSTEES PRIOR TO BEING SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | FIELDING GRADUATE UNIVERSITY HAS A CONFLICT OF INTEREST POLICY THAT DEFINES: 1. THE NATURE OF A CONFLICT OF INTEREST AND WHEN IT MUST BE BROUGHT TO THE ATTENTION OF THE BOARD BY THE PERSON WITH THE CONFLICT. 2. A PROCEDURE WHEREBY INTERESTED PARTIES MAY BRING POTENTIAL CONFLICTS OF INTEREST TO THE ATTENTION OF THE APPROPRIATE BODIES. 3. A PROCEDURE FOR EACH TRUSTEE AND SENIOR MANAGEMENT EMPLOYEE TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. 4. A PROCEDURE FOR THE REVIEW AND DETERMINATION OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S CURRENT COMPENSATION WAS SET BY A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF FIELDING'S BOARD OF TRUSTEES. THE SUBCOMMITTEE USED COMPARABILITY DATA FROM THREE DIFFERENT SOURCES (TWO OF THEM SPECIFIC TO HIGHER EDUCATION, AND ONE GENERAL SOURCE) AND SOUGHT REVIEW BY LEGAL COUNSEL. THE PROCESS WAS BEGUN IN MAY 2015, CONCLUDED IN FEBRUARY 2016, AND DOCUMENTED IN APRIL 2016. SALARIES FOR OTHER KEY EMPLOYEES HAVE BEEN SET IN ACCORDANCE WITH FIELDING'S COMPENSATION POLICY, WHICH STATES THAT COMPENSATION SHALL BE BASED ON CURRENT JOB MARKET DATA AND REVIEWED REGULARLY. FIELDING SETS SALARY RANGES THAT BRIDGE THE MEDIAN MARKET SALARIES FOR COMPARABLE POSITIONS. THIS PROCESS WAS USED BY THE HUMAN RESOURCES DEPARTMENT TO ESTABLISH COMPENSATION FOR OTHER KEY EMPLOYEES (CFO, PROVOST, AND OTHER VICE PRESIDENT POSITIONS). |
| FORM 990, PART VI, SECTION C, LINE 19 | BYLAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR OWN WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT AND SELECTION PROCESS FOR THE FINANCIAL STATEMENT AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. |