BIOLA UNIVERSITY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BIOLA UNIVERSITY INC (EIN 95-0549600)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202601279349303220
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T13:59:29-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332621854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI CAPIN CROUSE ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 MASSACHUSETTS AVE STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 950549600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIOLA UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIOL | BusinessNameControlTxt |
| Phone | 5629036000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVE | AddressLine1Txt |
| City | LA MIRADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 906390001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA TKACH | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Phone | 5629036000 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY PEABODY | PreparerPersonNm |
| PTIN | P01385870 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Preparation | 2026-05-07 | 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 | BARRY COREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVE | AddressLine1Txt |
| City | LA MIRADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 906390001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $397,973,296 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BIOLA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A PRIVATE CHRISTIAN UNIVERSITY OFFERING BIBLICALLY-CENTERED EDUCATION, SCHOLARSHIP, AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 3248 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $19,202 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,138 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,655,753 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,645,782 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $197,179,389 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $211,542,435 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,504,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,890,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | $838,163 | PYOtherRevenueAmt |
| CY Other Revenue | $1,457,798 | CYOtherRevenueAmt |
| PY Total Revenue | $250,177,314 | PYTotalRevenueAmt |
| CY Total Revenue | $257,536,275 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,402,983 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $79,353,893 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $111,393,931 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $101,359,550 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $286,292 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $213,819 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,064,847 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,762,898 | PYOtherExpensesAmt |
| CY Other Expenses | $61,452,553 | CYOtherExpensesAmt |
| PY Total Expenses | $241,846,104 | PYTotalExpensesAmt |
| CY Total Expenses | $242,379,815 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,331,210 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,156,460 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $522,436,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $543,671,838 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $147,370,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,758,085 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $375,066,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $401,913,753 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BIOLA UNIVERSITY IS A PRIVATE CHRISTIAN UNIVERSITY LOCATED IN SOUTHERN CALIFORNIA. FOR OVER 116 YEARS, BIOLA HAS STOOD OUT AS AN INSTITUTION GROUNDED ON BIBLICALLY CENTERED EDUCATION, INTENTIONAL SPIRITUAL DEVELOPMENT, AND CAREER PREPARATION, (SEE SCH O)WHERE ALL FACULTY, STAFF AND STUDENTS ARE PROFESSING CHRISTIANS. WITH MORE THAN 145 ACADEMIC PROGRAMS THROUGH ITS SIX SCHOOLS, BIOLA OFFERS DEGREES RANGING FROM BACHELOR OF ARTS TO DOCTORAL DEGREE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,517,161 | ExpenseAmt |
| Grant | $24,685,401 | GrantAmt |
| Revenue | $52,372,648 | RevenueAmt |
| Desc | SCHOOL OF SCIENCE, TECHNOLOGY AND HEALTH:THE VISION OF THE SCHOOL OF SCIENCE, TECHNOLOGY AND HEALTH AT BIOLA UNIVERSITY IS TO EQUIP A NEW GENERATION OF ETHICALLY THOUGHTFUL PROFESSIONALS IN THE SCIENCES AND HEALTH CARE, GROUNDED IN A CHRISTIAN WORLDVIEW, EDUCATED IN AN ACADEMICALLY RIGOROUS ENVIRONMENT, READY TO ASSUME POSITIONS OF LEADERSHIP, AND ABLE TO PROVIDE THE CLEAR MORAL VISION THE WORLD DESPERATELY NEEDS. THE SCHOOL OF SCIENCE, TECHNOLOGY AND HEALTH OFFERS 16 BACHELOR'S DEGREE PROGRAM AND 3 MASTERS DEGREE PROGRAMS, AND A SELECTION OF 10 MINORS. DEGREES AVAILABLE INCLUDE B.S. IN NURSING, B.S. IN KINESIOLOGY, B.S. IN CHEMISTRY, B.S. IN ROBOTICS, AND B.S. IN ENGINEERING PHYSICS. THE SCHOOL OF SCIENCE, TECHNOLOGY AND HEALTH ALSO OFFERS THE STEWART SCIENCE HONORS PROGRAM WHICH IS A HIGHLY SELECTIVE HONORS PROGRAM THAT IS ACADEMICALLY RIGOROUS AND IS GUIDED BY RESEARCH AND TECHNOLOGY.AS OF FALL 2024, THE SCHOOL OF SCIENCE, TECHNOLOGY, & HEALTH'S ENROLLMENT IS 1,014 UNDERGRADUATE STUDENTS AND 80 MASTERS STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,596,230 | ExpenseAmt |
| Revenue | $32,052,046 | RevenueAmt |
| Desc | AUXILIARY SERVICES:AUXILIARY SERVICES SERVES THE BIOLA UNIVERSITY COMMUNITY THROUGH THE BIOLA STORE, CONFERENCE SERVICES, DINING SERVICES, THE PRINT SHOP, RESIDENTIAL FACILITIES, AND STUDENT TRANSPORTATION. AUXILIARY SERVICES OFFERS CONFERENCE SERVICES FOR YOUTH ORGANIZATIONS, CHURCHES, SPORTS CAMPS, COMMUNITY GROUPS, AND OTHER EXTERNAL ORGANIZATIONS. THERE ARE SIX EATERIES AVAILABLE ON BIOLA UNIVERSITY'S CAMPUS, INCLUDING CAF BIOLA WHICH IS THE MAIN DINING FACILITY, EAGLES' NEST, AND THE HERITAGE CAF. RESIDENTIAL FACILITIES INCLUDE 10 RESIDENCE HALLS AND SEVEN APARTMENT BUILDINGS OFFERED AS HOUSING TO UNDERGRADUATE AND GRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,117,826 | ExpenseAmt |
| Revenue | $2,427,617 | RevenueAmt |
| Desc | STUDENT SERVICES:STUDENT SERVICES INCLUDES STUDENT DEVELOPMENT AND INTERCOLLEGIATE ATHLETICS. THIS INCLUDES A VARIETY OF STUDENT SUPPORT, SUCH AS STUDENT COMMUNICATIONS, TITLE IX ADMINISTRATION, STUDENT ENGAGEMENT AND WELLNESS, HOUSING PERSONNEL, CAREER DEVELOPMENT, ACADEMIC ADVISING, AND THE COUNSELING CENTER FOR STUDENTS. IT ALSO INCLUDES SUPPORT FOR INTERNATIONAL STUDENTS, SPECIAL-NEEDS STUDENTS, VETERANS, AND OFF-CAMPUS STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $20,026,685 | $5,068,800 | $20,272,452 | TALBOT SCHOOL OF THEOLOGY:THE MISSION OF TALBOT SCHOOL OF THEOLOGY IS THE DEVELOPMENT OF DISCIPLES OF JESUS CHRIST WHOSE THOUGHT PROCESSES, CHARACTER, AND LIFESTYLES REFLECT THOSE OF OUR LORD, AND WHO ARE DEDICATED TO DISCIPLE MAKING THROUGHOUT THE WORLD. THE GOAL IS TO EDUCATE AND GRADUATE STUDENTS CHARACTERIZED BY A COMMITMENT TO SERVING CHRIST, MISSIONARY AND EVANGELISTIC ZEAL, AND A SOLID KNOWLEDGE OF THE SCRIPTURES. THE TALBOT SCHOOL OF THEOLOGY OFFERS TWO BACHELOR'S DEGREE PROGRAMS, NINE MASTERS DEGREE PROGRAMS, SIX DOCTORAL DEGREE PROGRAMS, AND FIVE CERTIFICATE PROGRAMS. DEGREES AVAILABLE INCLUDE B.A. IN BIBLE, THEOLOGY, AND MINISTRY; MASTER OF DIVINITY (M.DIV.); AND DOCTOR OF MINISTRY. AS OF FALL 2024, THE TALBOT SCHOOL OF THEOLOGY'S ENROLLMENT IS 280 UNDERGRADUATE STUDENTS, 1,097 MASTERS STUDENTS, AND 342 DOCTORAL STUDENTS. TALBOT SCHOOL OF THEOLOGY ENGAGES WITH ITS STUDENTS AND COMMUNITY THROUGH ITS WEEKLY PODCAST "THINK BIBLICALLY," "THE GOOD BOOK BLOG, AND THE TALBOT MAGAZINE WHICH IS PUBLISHED TWICE A YEAR. |
| $16,727,484 | $12,955,024 | $25,341,490 | CROWELL SCHOOL OF BUSINESS:THE CROWELL SCHOOL OF BUSINESS PREPARES STUDENTS ACADEMICALLY WITH A FOUNDATIONAL BUSINESS EDUCATION WHILE NURTURING THEIR CHRISTIAN COMMITMENT THROUGH SOLID BIBLICAL INTEGRATION IN COURSES AND CONTACT WITH FACULTY AND STAFF. THE MISSION OF THE CROWELL SCHOOL OF BUSINESS IS TO EQUIP STUDENTS TO DEVELOP A BIBLICAL WORLDVIEW SO AS TO SEE BUSINESS AS MINISTRY: TO PREPARE STUDENTS FOR EXCELLENCE AND LEADERSHIP IN THEIR CAREER, TO BE STRONG IN MIND AND CHARACTER, AND MATURE IN FAITH SO THAT THEY WILL MAKE AN IMPACT FOR GOD IN THIS TIME AND PLACE. THE CROWELL SCHOOL OF BUSINESS OFFERS TWO BACHELOR'S DEGREE PROGRAMS AND ONE ONLINE BACHELOR DEGREE, FOUR MINORS, AND ONE MASTERS DEGREE PROGRAM. DEGREES AVAILABLE INCLUDE B.S. IN ACCOUNTING, B.S. IN BUSINESS ADMINISTRATION WITH 7 CONCENTRATIONS AVAILABLE, AND MASTERS OF BUSINESS ADMINISTRATION.AS OF FALL 2024, THE CROWELL SCHOOL OF BUSINESS'S ENROLLMENT IS 544 UNDERGRADUATE STUDENTS AND 99 MASTERS STUDENTS. EVERY YEAR THE CROWELL SCHOOL OF BUSINESS HOSTS THE BIOLA STARTUP COMPETITION WHERE UNDERGRADUATE AND GRADUATE STUDENTS, AS WELL AS RECENT ALUMNI, ARE INVITED TO PITCH THEIR CONCEPT FOR A BUSINESS OR NONPROFIT, DEVELOP A BUSINESS PLAN, AND COMPETE FOR CAPITAL. IN ADDITION, EVERY OTHER MONTH, THE CROWELL SCHOOL OF BUSINESS HOSTS THE DISTINGUISHED SPEAKER SERIES, WHERE PROMINENT BUSINESS LEADERS ARE INVITED TO SPEAK WITH STUDENTS. |
| $77,400,672 | $36,644,668 | $79,076,182 | SNYDER SCHOOL OF CINEMA & MEDIA ARTS:THE SYNDER SCHOOL OF CINEMA & MEDIA ARTS FOCUSES ON EQUIPPING STUDENTS TO SERVE AS AN OBSERVER, INTERPRETER, AND CREATOR OF MASS MEDIA THROUGH A CHRISTIAN WORLDVIEW. THE SCHOOL OF CINEMA & MEDIA ARTS IS RANKED BY VARIETY AS ONE OF THE 27 BEST FILM PROGRAMS IN THE WORLD AND IS RANKED AS THE #1 CHRISTIAN FILM SCHOOL. THEY OFFER THREE BACHELOR'S DEGREE PROGRAMS, INCLUDING B.A. IN CINEMA AND MEDIA ARTS, B.A. IN WRITING FOR FILM AND TELEVISION, B.A. IN GAME DESIGN AND INTERACTIVE MEDIA, AND MINOR IN MEDIA STUDIES.AS OF FALL 2024, THE SNYDER SCHOOL OF CINEMA & MEDIA ARTS' ENROLLMENT IS 436 UNDERGRADUATE STUDENTS.SCHOOL OF HUMANITIES & SOCIAL SCIENCE:THE SCHOOL OF HUMANITIES & SOCIAL SCIENCES AIMS TO LOOK AT HUMANKIND'S SIMILAR AND DISPARATE SYSTEMS, BELIEFS, LANGUAGES AND CULTURES AND TO GAIN AN UNDERSTANDING THROUGH THE LITERARY MASTERPIECES OF GREAT THINKERS. THEY PROVIDE CONTEXT FOR TRADITIONS AND FOLKLORE AND LET PHILOSOPHY COLLIDE WITH HISTORY AND POLITICS, IN AN ATTEMPT TO MAKE SENSE OF THE WORLD FROM A HUMAN PERSPECTIVE, AS WELL AS A BIBLICAL PERSPECTIVE. THE SCHOOL OF HUMANITIES & SOCIAL SCIENCES OFFERS 6 BACHELOR'S DEGREES ALONG WITH 10 MINOR PROGRAMS. DEGREES AVAILABLE INCLUDE B.A. IN ENGLISH, B.A. IN POLITICAL SCIENCE, AND B.A. IN SOCIOLOGY. THE SCHOOL OF HUMANITIES & SOCIAL SCIENCES ALSO OFFERS THE TORREY HONORS COLLEGE, WHICH IS BIOLA UNIVERSITY'S UNDERGRADUATE HONORS PROGRAM.AS OF FALL 2024, THE SCHOOL OF HUMANITIES & SOCIAL SCIENCE'S ENROLLMENT IS 263 UNDERGRADUATE STUDENTS. SCHOOL OF FINE ARTS & COMMUNICATION:THE SCHOOL OF FINE ARTS AND COMMUNICATION IS WHERE STUDENTS EXPLORE NEW WAYS TO CREATE, TELL AND DISTRIBUTE STORIES BECAUSE EVERY DISCIPLINE TAUGHT IS A CHANNEL THROUGH WHICH STUDENTS CAN IMPACT THE WORLD AND EXPRESS THEIR FAITH WITH WORDS, VISUALS, AND SOUND. THE PROGRAMS GIVE STUDENTS THE OPPORTUNITY TO BECOME PROFICIENT AND POWERFUL STORYTELLERS. THE SCHOOL OF FINE ARTS AND COMMUNICATION OFFERS 11 BACHELOR'S DEGREE PROGRAMS AND 9 MINORS. DEGREES AVAILABLE INCLUDE B.F.A. IN STUDIO ART, B.S. IN DESIGN, B.A. IN MUSIC, B.A. IN COMMUNICATION.AS OF FALL 2024, THE SCHOOL OF FINE ARTS & COMMUNICATION'S ENROLLMENT IS 383 UNDERGRADUATE STUDENTS AND 2 MASTERS STUDENTS. SCHOOL OF EDUCATION:THE SCHOOL OF EDUCATION EXISTS TO TRAIN UP THOSE WHO DESIRE TO MAKE AN IMPACT AS EDUCATORS IN CLASSROOMS, ADMINISTRATION BUILDINGS, HOMESCHOOLS, THE MISSION FIELD AND BEYOND. OUR WIDE SELECTION OF RIGOROUS, BIBLICALLY CENTERED ACADEMIC OFFERINGS RANGING FROM UNDERGRADUATE AND GRADUATE PROGRAMS TO TEACHING CREDENTIALS AND CERTIFICATES, AS WELL AS K12 AS WELL AS HOMESCHOOL EDUCATION THROUGH OUR EIGHT-WEEK CLINIC COURSES FOR GRADES 1 THROUGH 6. THE SCHOOL OF EDUCATION OFFERS THREE BACHELOR'S PROGRAM DEGREES, FIVE MASTERS PROGRAM DEGREES, NINE CERTIFICATE/CREDENTIAL PROGRAMS, AND SIX MINORS. DEGREES AVAILABLE INCLUDE B.A. IN EARLY CHILDHOOD, B.A. IN LIBERAL STUDIES (MULTIDISCIPLINARY), AND M.A. IN EDUCATION.AS OF FALL 2024, THE SCHOOL OF EDUCATION'S ENROLLMENT IS 167 UNDERGRADUATE STUDENTS AND 216 MASTERS STUDENTS.ROSEMEAD SCHOOL OF PSYCHOLOGY:ROSEMEAD SCHOOL OF PSYCHOLOGY IS A TOP PSYCHOLOGY SCHOOL FOR CHRISTIANS WHO WANT TO INTEGRATE THEIR FAITH WITH THEIR FIELD. ROSEMEAD SCHOOL OF PSYCHOLOGY BRINGS TOGETHER THE SCIENTIFIC, RESEARCH-DRIVEN STUDY OF HUMAN BEHAVIOR WITH BIBLICAL PERSPECTIVES ON HUMAN FLOURISHING. STUDENTS ARE EQUIPPED WITH KNOWLEDGE AND SKILLS FOR PROFESSIONAL ROLES IN CLINICAL PSYCHOLOGY, THERAPY, COUNSELING, TEACHING AND RESEARCH. ROSEMEAD SCHOOL OF PSYCHOLOGY OFFERS TWO BACHELOR'S DEGREE PROGRAMS, ONE OF WHICH IS AN ONLINE BACHELOR'S DEGREE PROGRAM, AND TWO DOCTORAL DEGREE PROGRAMS. DEGREES AVAILABLE INCLUDE B.A. IN PSYCHOLOGY AND PH.D. AND PSY.D. IN CLINICAL PSYCHOLOGY.AS OF FALL 2024, THE ROSEMEAD SCHOOL OF PSYCHOLOGY'S ENROLLMENT IS 322 UNDERGRADUATE STUDENTS AND 117 DOCTORAL STUDENTS.RESEARCH:RESEARCH INCLUDES VARIOUS GRANTS THAT BIOLA UNIVERSITY HAS SECURED FROM THIRD PARTIES, WHICH INCLUDES ADMINISTRATION OF GRANTS, AS WELL AS THE RESEARCH BEING PERFORMED. RESEARCH ALSO INCLUDES THE CENTER OF MARRIAGE & RELATIONSHIPS WHICH EQUIPS STUDENTS, COUPLES AND CHURCHES WITH THE TOOLS NEEDED TO BUILD HAPPY, HEALTHY FRIENDSHIPS, RELATIONSHIPS AND MARRIAGES. PUBLIC SERVICES:PUBLIC SERVICES INCLUDES A COUNSELING CENTER FOR THE COMMUNITY.ACADEMIC SUPPORT:ACADEMIC SUPPORT INCLUDES THE PROVOST DEPARTMENT, THE LIBRARY, DIVERSITY AND INCLUSION ADMINISTRATION, THE REGISTRAR'S OFFICE, INTEGRATION OF FAITH AND LEARNING, AND FACULTY ADMINISTRATION AND SUPPORT.GENERAL STUDIES:GENERAL STUDIES INCLUDES A FLEXIBLE ACADEMIC PATH FOR STUDENTS WHO MAY BE UNDECIDED IN THEIR MAJOR OR WISH TO EXPLORE DIFFERENT DISCIPLINES BEFORE CHOOSING A MORE SPECIFIC FIELD OF STUDY.AS OF FALL 2024, THERE WERE 72 UNDERGRADUATE STUDENTS ENROLLED IN GENERAL STUDIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $114,154,841 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $54,668,492 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $124,690,124 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $206,386,058 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7008 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3248 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA TKACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629036000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVE | AddressLine1Txt |
| City | LA MIRADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 906390001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BARRY COREY | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $607,094 | $0 | $42,177 | |
| HANNAH LEE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $23,352 | $0 | $0 | ||
| BRYAN LORITTS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $61,816 | $0 | $0 | ||
| DAVID KINNAMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $15,568 | $0 | $0 | ||
| MICHAEL MAPLES | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRADLEY COLE | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA ANDREWS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA BUSCH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MANDY CATTO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANFORD COGGINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN COHICK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PROMOD HAQUE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL HAWKINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT HUANG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY JANTZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN KAVALICH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN LONG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE LOWELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN PACKIAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP PAUL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB PRITCHETT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY RIADY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNITH THOMPSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN VANDEKAMP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SALIME WEATHERFORD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WRIGHT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AL MIJARES | |||||||
| TRUSTEE (PART YEAR) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT HANGER | |||||||
| TRUSTEE (PART YEAR) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW HALL | |||||||
| PROVOST AND SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $332,901 | $0 | $39,149 | ||
| TRACEY HARRISON VP COMMUNI- | |||||||
| CATION & BRAND MARKETING | 40.00 | Yes (X) | $233,499 | $0 | $21,298 | ||
| PAULA TKACH | |||||||
| ASST. SECRETARY/VP OF FINANCE | 40.00 | Yes (X) | $186,777 | $0 | $63,046 | ||
| MARK MUHA | |||||||
| VP, STUDENT DEVELOPMENT | 40.00 | Yes (X) | $189,128 | $0 | $27,105 | ||
| BRIAN PHILLIPS ASST SECRETARY | |||||||
| ASSOC. VP OF FACILITY & AUX. OPS | 40.00 | Yes (X) | $183,565 | $0 | $30,824 | ||
| FITSUM MULAT | |||||||
| VP, ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $187,490 | $0 | $24,999 | ||
| SUSAN ISHII | |||||||
| VP, UNIVERSITY OPERATIONS | 40.00 | Yes (X) | $165,383 | $0 | $41,190 | ||
| DAVID VAZQUEZ | |||||||
| VP, UNIVERSITY ADVANCEMENT | 40.00 | Yes (X) | $117,446 | $0 | $12,744 | ||
| THOMAS HALLEEN | |||||||
| DEAN, CINEMA & MEDIA ARTS | 40.00 | $349,620 | $0 | $32,074 | Yes (X) | ||
| MICHAEL PIERCE FORMER | |||||||
| SECRETARY/EVP, UNIV OPS & FINANCE | 0.00 | $336,941 | $0 | $37,708 | Yes (X) | ||
| EDWARD STETZER | |||||||
| DEAN, TALBOT SCHOOL OF THEOLOGY | 40.00 | $246,882 | $0 | $53,748 | Yes (X) | ||
| MICHAEL ARENA | |||||||
| DEAN, SCHOOL OF BUSINESS | 40.00 | $263,974 | $0 | $32,218 | Yes (X) | ||
| PAULA VICTOR | |||||||
| GENERAL COUNSEL | 40.00 | $262,243 | $0 | $14,329 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,763,679 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $472,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 253 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 14730 BEACH BLVD STE 107 | LA MIRADA | CA | 90638 | FOOD MANAGEMENT | $7,292,558 |
| WE ONEIL CONSTRUCTION CO OF CALIFORNIA | |||||
| 909 N PACIFIC COAST HWY | EL SEGUNDO | CA | 902452735 | GENERAL CONTRACTOR | $4,027,974 |
| GRAY WEST CONSTRUCTION INC | |||||
| 2070 N TUSTIN AVE FL 2 | SANTA ANA | CA | 927057827 | GENERAL CONTRACTOR | $2,239,313 |
| GENSLER AND ASSOCARCHITECTS | |||||
| 500 S FIGUEROA ST | LOS ANGELES | CA | 900711705 | ARCHITECTURE AND DESIGN FIRM | $1,638,610 |
| SLINGSHOT LP | |||||
| 1500 S WESTERN AVE | MARION | IN | 469531542 | BOOKSTORE, PRINTSHOP AND MAIL SERVICES | $1,577,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 55 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,039,843 | GovernmentGrantsAmt |
| All Other Contributions | $21,605,939 | AllOtherContributionsAmt |
| Noncash Contributions | $1,853,750 | NoncashContributionsAmt |
| Total Contributions | $22,645,782 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $175,956,777 | $175,956,777 |
| AUX SERVICE SALES | 611310 | $32,052,045 | $32,052,045 |
| PUBLIC/STUDENT SVC FEE | 611300 | $2,743,542 | $2,743,542 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $790,071 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $211,542,435 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,900,759 | TotalRevenueColumnAmt |
| Exclusion | $5,900,759 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,218 | TotalRevenueColumnAmt |
| Exclusion | $72,218 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $588,227 | RealAmt |
| Personal | $3,708 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $312,529 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $275,698 | RealAmt |
| Personal | $3,708 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,406 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,708 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,698 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $156,106,704 | SecuritiesAmt |
| Other | $7,289 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $140,124,492 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,982,212 | SecuritiesAmt |
| Other | $7,289 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,989,501 | TotalRevenueColumnAmt |
| Exclusion | $15,989,501 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LATE FEES/FINANCE CHRG | 900099 | $552,211 | $552,211 | |
| AI LAB CONSULTING | 541900 | $8,050 | $8,050 | |
| EV CHARGING STATIONS | 220000 | $6,594 | $6,594 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $539,319 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $850 | UnrelatedBusinessRevenueAmt |
| Exclusion | $538,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,106,174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,536,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $211,542,435 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,202 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,328,856 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,353,893 | TotalAmt |
| Program Services | $79,353,893 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,758,832 | TotalAmt |
| Management And General | $2,419,624 | ManagementAndGeneralAmt |
| Fundraising | $339,208 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,348 | TotalAmt |
| Management And General | $328,348 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,461,701 | TotalAmt |
| Program Services | $59,058,014 | ProgramServicesAmt |
| Management And General | $16,882,108 | ManagementAndGeneralAmt |
| Fundraising | $1,521,579 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,398,430 | TotalAmt |
| Program Services | $1,844,146 | ProgramServicesAmt |
| Management And General | $514,532 | ManagementAndGeneralAmt |
| Fundraising | $39,752 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,599,219 | TotalAmt |
| Program Services | $9,288,700 | ProgramServicesAmt |
| Management And General | $3,067,168 | ManagementAndGeneralAmt |
| Fundraising | $243,351 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,813,020 | TotalAmt |
| Program Services | $4,284,168 | ProgramServicesAmt |
| Management And General | $1,420,766 | ManagementAndGeneralAmt |
| Fundraising | $108,086 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,376 | TotalAmt |
| Management And General | $36,376 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,076 | TotalAmt |
| Management And General | $328,076 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,819 | TotalAmt |
| Fundraising | $213,819 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,146 | TotalAmt |
| Management And General | $567,146 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,720,798 | TotalAmt |
| Program Services | $9,733,217 | ProgramServicesAmt |
| Management And General | $8,987,581 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,854,594 | TotalAmt |
| Program Services | $400,920 | ProgramServicesAmt |
| Management And General | $2,417,012 | ManagementAndGeneralAmt |
| Fundraising | $36,662 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,093 | TotalAmt |
| Program Services | $745,101 | ProgramServicesAmt |
| Management And General | $216,227 | ManagementAndGeneralAmt |
| Fundraising | $48,765 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,445,462 | TotalAmt |
| Program Services | $863,052 | ProgramServicesAmt |
| Management And General | $3,510,114 | ManagementAndGeneralAmt |
| Fundraising | $72,296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,863,105 | TotalAmt |
| Program Services | $173,598 | ProgramServicesAmt |
| Management And General | $3,688,897 | ManagementAndGeneralAmt |
| Fundraising | $610 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,556,996 | TotalAmt |
| Program Services | $2,126,852 | ProgramServicesAmt |
| Management And General | $374,873 | ManagementAndGeneralAmt |
| Fundraising | $55,271 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,722 | TotalAmt |
| Program Services | $193,632 | ProgramServicesAmt |
| Management And General | $53,009 | ManagementAndGeneralAmt |
| Fundraising | $3,081 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,325,174 | TotalAmt |
| Program Services | $3,218,144 | ProgramServicesAmt |
| Management And General | $98,430 | ManagementAndGeneralAmt |
| Fundraising | $8,600 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,041,729 | TotalAmt |
| Program Services | $10,913,691 | ProgramServicesAmt |
| Management And General | $1,043,128 | ManagementAndGeneralAmt |
| Fundraising | $84,910 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505,858 | TotalAmt |
| Program Services | $106,556 | ProgramServicesAmt |
| Management And General | $1,399,302 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS AND SERIALS PURCH | $1,215,293 | $1,193,640 | $20,131 | $1,522 |
| EQUIPMENT MAINTENANCE | $1,034,817 | $455,724 | $579,093 | |
| LICENSES AND FEES | $472,627 | $270,965 | $196,294 | $5,368 |
| ALLOCATION OF INDIRECT | $0 | $13,904,188 | -$14,012,603 | $108,415 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,224,687 | TotalAmt |
| Program Services | $8,257,857 | ProgramServicesAmt |
| Management And General | -$1,206,722 | ManagementAndGeneralAmt |
| Fundraising | $173,552 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,379,815 | TotalAmt |
| Program Services | $206,386,058 | ProgramServicesAmt |
| Management And General | $32,928,910 | ManagementAndGeneralAmt |
| Fundraising | $3,064,847 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,290,677 | BOYAmt |
| EOY | $6,268,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,348,071 | BOYAmt |
| EOY | $7,771,386 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,454,304 | BOYAmt |
| EOY | $20,207,003 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993,181 | BOYAmt |
| EOY | $3,440,518 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,621 | BOYAmt |
| EOY | $463,287 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,994 | BOYAmt |
| EOY | $906,649 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,736 | BOYAmt |
| EOY | $356,053 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,455,455 | BOYAmt |
| EOY | $1,523,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $491,676,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,838,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,256,573 | BOYAmt |
| EOY | $267,837,793 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,607,344 | BOYAmt |
| EOY | $127,349,712 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,237,941 | BOYAmt |
| EOY | $92,985,888 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,246,996 | BOYAmt |
| EOY | $11,801,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,756,476 | BOYAmt |
| EOY | $2,759,909 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,436,369 | BOYAmt |
| EOY | $543,671,838 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,722,744 | BOYAmt |
| EOY | $20,523,425 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,394,132 | BOYAmt |
| EOY | $6,345,747 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,942,433 | BOYAmt |
| EOY | $95,658,357 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500,000 | BOYAmt |
| EOY | $12,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,810,963 | BOYAmt |
| EOY | $6,730,556 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,370,272 | BOYAmt |
| EOY | $141,758,085 | 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 | $195,758,550 | BOYAmt |
| EOY | $204,069,245 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,307,547 | BOYAmt |
| EOY | $197,844,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,066,097 | BOYAmt |
| EOY | $401,913,753 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,436,369 | BOYAmt |
| EOY | $543,671,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,156,460 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,118,859 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $572,337 | OtherChangesInNetAssetsAmt |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,043,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,322,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,082,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,655,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,645,782 | CurrentTaxYearAmt |
| Total | $162,750,339 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,043,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,322,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,082,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,655,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,645,782 | CurrentTaxYearAmt |
| Total | $162,750,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,856,435 | SubstantialContributorsTotAmt |
| Public Support Total170 | $145,893,904 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,069,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,781,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,334,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,015,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,561,204 | CurrentTaxYearAmt |
| Total | $22,762,314 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $27,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,228 | CurrentTaxYearAmt |
| Total | $58,477 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $438,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $752,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $782,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,090,680 | CurrentTaxYearAmt |
| Total | $3,757,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $189,328,458 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $969,691,186 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | LATE FEES / FINANCE CHARGES - 2021 AMOUNT: $ 491,588. 2022 AMOUNT: $ 488,497. 2023 AMOUNT: $ 503,306. 2024 AMOUNT: $ 552,211. MISC INCOME - 2020 AMOUNT: $ 438,291. 2021 AMOUNT: $ 260,738. 2022 AMOUNT: $ 204,745. 2023 AMOUNT: $ 279,483. 2024 AMOUNT: $ 538,469. |
| SCHEDULE A, PART II: | THE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $25,148 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $25,148 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAID MEMBERSHIP DUES TO A HIGHER EDUCATION LOBBYING GROUP; TRAVEL EXPENSES FOR UNIVERSITY PRESIDENT TO ATTEND NAICU BOARD MEETING AND ANNUAL MEETING IN WASHINGTON DC; TRAVEL EXPENSES FOR STUDENTS AND STAFF TRIP TO AICCU CONFERENCE IN SACRAMENTO, CA. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $911,612 | BeginningBalanceAmt |
| Additions During Year | $55,458 | AdditionsDuringYearAmt |
| Distributions During Year | $50,737 | DistributionsDuringYearAmt |
| Ending Balance | $916,333 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,348,829 | BeginningYearBalanceAmt |
| Contributions | $5,587,422 | ContributionsAmt |
| Investment Earnings Or Losses | $14,463,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,280,830 | OtherExpendituresAmt |
| End Year Balance | $151,119,210 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,477,519 | BeginningYearBalanceAmt |
| Contributions | $3,085,522 | ContributionsAmt |
| Investment Earnings Or Losses | $17,702,699 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,916,911 | OtherExpendituresAmt |
| End Year Balance | $141,348,829 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,987,563 | BeginningYearBalanceAmt |
| Contributions | $7,270,327 | ContributionsAmt |
| Investment Earnings Or Losses | $8,705,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,485,722 | OtherExpendituresAmt |
| End Year Balance | $134,477,519 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,771,406 | BeginningYearBalanceAmt |
| Contributions | $1,617,061 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,045,009 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,355,895 | OtherExpendituresAmt |
| End Year Balance | $140,987,563 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,902,420 | BeginningYearBalanceAmt |
| Contributions | $4,445,099 | ContributionsAmt |
| Investment Earnings Or Losses | $36,940,185 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,784,078 | GrantsOrScholarshipsAmt |
| Other Expenditures | $732,220 | OtherExpendituresAmt |
| End Year Balance | $172,771,406 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56600 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,728,904 | OtherCostOrOtherBasisAmt |
| Book Value | $6,728,904 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $355,523,441 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,843,584 | DepreciationAmt |
| Book Value | $214,679,857 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,246,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,792,085 | DepreciationAmt |
| Book Value | $9,454,525 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,177,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,203,181 | DepreciationAmt |
| Book Value | $36,974,507 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $267,837,793 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $57,998 | F |
| OTHER FUNDS | $5,883,079 | F |
| DEBT SECURITIES | $8,017,956 | F |
| US GOVERNMENT OBLIGATIONS | $18,790,689 | F |
| HEDGE FUNDS | $469,031 | F |
| PRIVATE EQUITY | $31,740,675 | F |
| SELECT EQUITY | $23,101,084 | F |
| DEFERRED COMPENSATION PLAN | $1,607,767 | F |
| REAL ESTATE NOT MEASURED AT FAIR VALUE | $3,317,609 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $92,985,888 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PERKINS AND NURSING SCHOOL LOANS | $804,048 |
| ASSET RETIREMENT OBLIGATION | $2,089,936 |
| LIABILITIES FOR ANNUITIES PAYABLE | $3,825,838 |
| AMOUNTS HELD FOR BENEFIT OF OTHERS | $10,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,730,556 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $188,251,279 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,118,859 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,118,859 | RevenueNotReportedAmt |
| Revenue Subtotal | $177,132,420 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $567,146 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $79,836,709 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $80,403,855 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $257,536,275 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $161,904,620 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $161,904,620 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $567,146 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $79,908,049 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $80,475,195 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $242,379,815 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | BIOLA (OR IT'S DESIGNATED INDIVIDUAL) IS NAMED AS ADMINISTRATOR OR SUCCESSOR TRUSTEE ON TESTAMENTARY GIFTS (ESTATES OR REVOCABLE LIVING TRUSTS). WHEN THE AGREEMENT MATURES UPON THE DEATH OF THE GRANTOR, BIOLA ASSUMES ITS FIDUCIARY ROLE TO MARSHAL ASSETS, PAY EXPENSES AND DISTRIBUTE BENEFICIARY PAYMENTS. THE ADMINISTRATION OF EACH ARRANGEMENT MAY LAST SEVERAL YEARS UNTIL ALL DISTRIBUTIONS ARE MADE AND THE ACCOUNTS ARE CLOSED. |
| PART V, LINE 4: | THE ENDOWMENT EARNINGS ARE USED TO UNDERWRITE THE PROGRAMS AND ADMINISTRATION OF THE UNIVERSITY, WITH SPECIFIC APPROPRIATIONS MADE TO STUDENT AID, ACADEMIC PROGRAMS, AND FACILITY MAINTENANCE. |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE 79,353,893. OTHER STUDENT HOUSING EXPENSES NETTED AGAINST INVESTMENT INCOME 482,816. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE 79,353,893. OTHER STUDENT HOUSING EXPENSES NETTED AGAINST INVESTMENT INCOME 482,816. ASSET RETIREMENT OBLIGATION AMORTIZATION 71,340. |
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 ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS. |
| SCHEDULE E, PART I, LINE 6 | BIOLA UNIVERSITY SERVES AS A CONDUIT TO RECEIVE AND DISBURSE STUDENT AID FUNDS FROM GOVERNMENTAL AGENCIES SUCH AS THE DEPARTMENT OF EDUCATION AND DEPARTMENT OF HEALTH AND HUMAN SERVICES UNDER THE FOLLOWING PROGRAMS: FEDERAL ACADEMIC COMPETITIVENESS GRANT PROGRAM, FEDERAL PELL AWARD GRANT PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL NATIONAL SMART GRANT PROGRAM, FEDERAL NURSING STUDENT LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, AND FEDERAL WORK STUDY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $32,209,705 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 126 | PROGRAM SERVICES | $537,042 | STUDY ABROAD, ADVERTISING CAMPAIGNS, FACULTY TRAVEL |
| NORTH AMERICA | 0 | 13 | PROGRAM SERVICES | $22,791 | STUDENT RECRUITMENT, STUDY ABROAD |
| EAST ASIA AND THE PACIFIC | 0 | 20 | PROGRAM SERVICES | $32,433 | STUDY ABROAD, STUDENT RECRUITMENT, ADVERTISING CAMPAIGNS, FACULTY TRAVEL |
| RUSSIA AND NEIGHBORING STATES | 1 | 0 | PROGRAM SERVICES | $40,680 | KYIV EXTENSION SITE |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | $958 | FACULTY TRAVEL |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | FUNDRAISING | $12,143 | |
| NORTH AMERICA | 0 | 1 | FUNDRAISING | $1,127 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 1 | FUNDRAISING | $11,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 162 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 163 | TotalEmployeeCnt |
| Subtotal Spent | $32,856,879 | SubtotalSpentAmt |
| Continuation Spent | $11,658 | ContinuationSpentAmt |
| Total Spent | $32,868,537 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE UNIVERSITY ACCOUNTS FOR FOREIGN EXPENDITURES USING THE ACCRUAL METHOD OF ACCOUNTING. |
| PART IV, LINE 3: | THE ORGANIZATION HAS ANALYZED ITS OWNERSHIP IN THE FOREIGN CORPORATION AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING REQUIREMENTS FOR FORM 5471. |
| PART IV, LINE 4: | THE ORGANIZATION HAS ANALYZED ITS OWNERSHIP IN THE PASSIVE FOREIGN INVESTMENT COMPANY AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING REQUIREMENTS FOR FORM 8621. |
| PART IV, LINE 5: | THE ORGANIZATION HAS ANALYZED ITS OWNERSHIP IN THE PASSIVE FOREIGN INVESTMENT COMPANY AND HAS DETERMINED THAT IT DOES NOT MEET THE REPORTING REQUIREMENTS FOR FORM 8865. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THE FOCUS GROUP | ||||||||
| 521 A1A BEACH BLVD | SAINT AUGUSTINE | FL | 32080 | FUNDRAISING CONSULTING | 0 | $0 | $100,271 | -$100,271 |
| PHILANTHROPY ARCHITECTS | ||||||||
| 305 TAM O SHANTER WAY | MONUMENT | CO | 80132 | FUNDRAISING CONSULTING | 0 | $0 | $57,192 | -$57,192 |
| EAB | ||||||||
| PO BOX 603519 | CHARLOTTE | NC | 28260 | FUNDRAISING | 0 | $0 | $29,397 | -$29,397 |
| THE GIVING CROWD | ||||||||
| 15707 COIT ROAD STE C PMB 16 | DALLAS | TX | 74248 | FUNDRAISING | 0 | $0 | $16,000 | -$16,000 |
| BENTZ WHALEY FLESSNER AND ASSOCIATE | ||||||||
| 7900 XERXES AVENUE SOUTH SUITE 980 | MINNEAPOLIS | MN | 55431 | FUNDRAISING STRATEGY | 0 | $0 | $10,959 | -$10,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $213,819 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$213,819 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2B, COLUMN (IV): | FormAndLineReferenceDesc |
| Explanation | THE FOCUS GROUP PROVIDED CONSULTING SERVICES TO SUPPORT THE UNIVERSITY'S FUNDRAISING AND PLANNED GIVING EFFORTS, INCLUDING STRATEGY DEVELOPMENT FOR NON-CASH AND ASSET-BASED CHARITABLE GIFTS, DONOR EDUCATION, AND COLLABORATION WITH DEVELOPMENT STAFF TO FACILITATE COMPLEX GIFTS. PHILANTHROPY ARCHITECTS PROVIDED FUNDRAISING CONSULTING SERVICES, INCLUDING CAMPAIGN STRATEGY, FEASIBILITY STUDIES, MAJOR DONOR DEVELOPMENT, AND GUIDANCE TO LEADERSHIP ON FUNDRAISING INITIATIVES. EAB ADVANCEMENT SERVICES ASSISTS UNIVERSITIES, LIKE BIOLA, IN DATA-DRIVEN, STRATEGY AND FUNDRAISING EXECUTION FOR ANNUAL FUNDS. THE GIVING CROWD PRIMARILY HELPS INDIVIDUALS WITH ESTATE PLANNING. THIS COMPANY CONNECTS INDIVIDUALS WITH UNIVERSITIES, LIKE BIOLA, TO ASSIST THEM INCORPORATING DONATIONS TO THE UNIVERSITY IN THEIR ESTATE PLANS. THE GIVING CROWD TYPICALLY DOES NOT GENERATE CURRENT GIFTS, RATHER THE UNIVERSITY BENEFITS LONG TERM AS TRUSTS AND WILLS MATURE. BENTZ WHALEY FLESSNER AND ASSOCIATE ASSISTS THE UNIVERSITY IN THE DEVELOPMENT OF FUNDRAISING STRATEGY. BECAUSE THE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE, NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 4260 | RecipientCnt |
| Cash Grant | $79,353,893 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BIOLA UNIVERSITY AWARDS BOTH MERIT AND NEED-BASED SCHOLARSHIPS TO STUDENTS AT THE GRADUATE AND UNDERGRADUATE LEVELS. MERIT AWARDS ARE BASED ON ELIGIBILITY CRITERIA SUCH AS ACADEMIC, ATHLETIC, AND MUSIC ABILITIES. THESE TYPICALLY HAVE ACADEMIC OR PARTICIPATION REQUIREMENTS FOR RENEWAL. CONTINUED ELIGIBILITY BASED ON STATED REQUIREMENTS IS MONITORED BY THE FINANCIAL AID OFFICE OR BY THE OFFICE THAT MAKES THE AWARDS. NEED-BASED AWARDS ARE TYPICALLY AWARDED BASED ON SPECIFIC FORMULAS THAT ARE BASED ON AN INSTITUTIONAL OR FEDERAL COST AMOUNT COMBINED WITH THE FEDERAL EFC DETERMINED BY THE FAFSA. CONTINUED ELIGIBILITY IS NORMALLY CONTINGENT ON ONGOING NEED IN SUBSEQUENT YEARS. MOST OF THE GRANTS AND SCHOLARSHIPS AWARDED BY BIOLA ARE FUNDED FROM GENERAL FUNDS; HOWEVER, A PORTION ARE FUNDED FROM RESTRICTED FUNDS THAT HAVE BEEN PROVIDED BY DONORS, AND ARE AWARDED BASED ON THE ELIGIBILITY CRITERIA ESTABLISHED BY THE DONORS. SOME OF THESE FUNDS ARE AWARDED BY VARIOUS CAMPUS DEPARTMENTS, AND SOME THROUGH AN APPLICATION PROCESS ADMINISTERED BY THE FINANCIAL AID OFFICE. THE FINANCIAL AID OFFICE WORKS CLOSELY WITH THE ACCOUNTING AND FINANCE OFFICES TO MONITOR AVAILABILITY OF FUNDS FROM BOTH THE GENERAL FUND AND RESTRICTED FUND ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY COREY | ||||||||||||||
| PRESIDENT | $545,898 | $0 | $0 | $0 | $61,196 | $0 | $17,250 | $0 | $24,927 | $0 | $649,271 | $0 | $0 | $0 |
| THOMAS HALLEEN | ||||||||||||||
| DEAN, CINEMA & MEDIA ARTS | $323,588 | $0 | $0 | $0 | $26,032 | $0 | $10,264 | $0 | $21,810 | $0 | $381,694 | $0 | $0 | $0 |
| MICHAEL PIERCE FORMER | ||||||||||||||
| SECRETARY/EVP, UNIV OPS & FINANCE | $335,357 | $0 | $0 | $0 | $1,584 | $0 | $17,152 | $0 | $20,556 | $0 | $374,649 | $0 | $0 | $0 |
| MATTHEW HALL | ||||||||||||||
| PROVOST AND SENIOR VICE PRESIDENT | $316,984 | $0 | $0 | $0 | $15,917 | $0 | $11,334 | $0 | $27,815 | $0 | $372,050 | $0 | $0 | $0 |
| EDWARD STETZER | ||||||||||||||
| DEAN, TALBOT SCHOOL OF THEOLOGY | $232,213 | $0 | $0 | $0 | $14,669 | $0 | $8,344 | $0 | $45,404 | $0 | $300,630 | $0 | $0 | $0 |
| MICHAEL ARENA | ||||||||||||||
| DEAN, SCHOOL OF BUSINESS | $225,168 | $0 | $0 | $0 | $38,806 | $0 | $0 | $0 | $32,218 | $0 | $296,192 | $0 | $0 | $0 |
| PAULA VICTOR | ||||||||||||||
| GENERAL COUNSEL | $259,195 | $0 | $0 | $0 | $3,048 | $0 | $13,004 | $0 | $1,325 | $0 | $276,572 | $0 | $0 | $0 |
| TRACEY HARRISON VP COMMUNI- | ||||||||||||||
| CATION & BRAND MARKETING | $186,186 | $0 | $0 | $0 | $47,313 | $0 | $8,383 | $0 | $12,915 | $0 | $254,797 | $0 | $0 | $0 |
| PAULA TKACH | ||||||||||||||
| ASST. SECRETARY/VP OF FINANCE | $186,368 | $0 | $0 | $0 | $409 | $0 | $9,594 | $0 | $53,452 | $0 | $249,823 | $0 | $0 | $0 |
| MARK MUHA | ||||||||||||||
| VP, STUDENT DEVELOPMENT | $188,968 | $0 | $0 | $0 | $160 | $0 | $5,284 | $0 | $21,821 | $0 | $216,233 | $0 | $0 | $0 |
| BRIAN PHILLIPS ASST SECRETARY | ||||||||||||||
| ASSOC. VP OF FACILITY & AUX. OPS | $182,824 | $0 | $0 | $0 | $741 | $0 | $9,403 | $0 | $21,421 | $0 | $214,389 | $0 | $0 | $0 |
| FITSUM MULAT | ||||||||||||||
| VP, ENROLLMENT MANAGEMENT | $187,080 | $0 | $0 | $0 | $410 | $0 | $9,642 | $0 | $15,357 | $0 | $212,489 | $0 | $0 | $0 |
| SUSAN ISHII | ||||||||||||||
| VP, UNIVERSITY OPERATIONS | $164,969 | $0 | $0 | $0 | $414 | $0 | $8,837 | $0 | $32,353 | $0 | $206,573 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS: SPOUSES OF LISTED PERSONS OCCASIONALLY TRAVEL ON BUSINESS TRIPS WHERE THERE IS A UNIVERSITY INTEREST IN THEIR PARTICIPATION IN UNIVERSITY ACTIVITIES. WHERE A BONA FIDE PURPOSE IS ABSENT, THE TRAVEL COSTS ARE REPORTED AS TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: ON OCCASION THE PRESIDENT IS REIMBURSED FOR HOUSE-CLEANING SERVICES IN CONJUNCTION WITH UNIVERSITY EVENTS HELD IN HIS PERSONAL RESIDENCE WHEN THE PRESIDENT AND HIS WIFE ARE ON UNIVERSITY BUSINESS. THIS REIMBURSEMENT IS TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT AND APPEARS ON THE PRESIDENT'S W-2. THE AMOUNTS PAID ARE GROSSED UP TO PROVIDE FOR TAXES INCURRED ON THESE PAYMENTS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: PER DIRECTION FROM THE BOARD OF TRUSTEES AND IN ACCORDANCE WITH IRC SECTION 107, THE UNIVERSITY DESIGNATED A PORTION OF THE PRESIDENT'S COMPENSATION AS A HOUSING ALLOWANCE. IT IS INCLUDED IN HIS TAXABLE INCOME. IN BIOLA'S INTERPRETATION OF IRC SECTION 107, THE UNIVERSITY WILL ASSIST EMPLOYEES WHO ARE BOTH ORDAINED MINISTERS AND IN BIBLICAL STUDIES OR PASTORAL POSITIONS, IN CLAIMING THE MINISTERIAL HOUSING ALLOWANCE. THE EMPLOYEE, ALONE, BEARS THE RISK OF THE MINISTERIAL HOUSING ALLOWANCE BEING DISALLOWED, AND FOR THE PAYMENT OF ANY ASSOCIATED PENALTIES SHOULD THERE BE ANY ADVERSE FUTURE RULING BY THE IRS OR THE CALIFORNIA FRANCHISE TAX BOARD. ALL OTHER EMPLOYEES, EVEN IF AN ORDAINED MINISTER, WILL NOT BE GIVEN THE APPROPRIATE RESOLUTION NEEDED FOR FILING THE MINISTERIAL HOUSING ALLOWANCE. PERSONAL SERVICES: ON OCCASION, THE PRESIDENT IS REIMBURSED FOR EXPENSES, WHEN THE PRESIDENT AND HIS WIFE ARE ON UNIVERSITY BUSINESS. THE PERSONAL SERVICES INCLUDE ANYTHING NEEDED TO ATTEND MEETINGS, GATHERINGS, OR CONFERENCES. THIS REIMBURSEMENT IS TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT AND APPEARS ON THE PRESIDENT'S W-2. THE AMOUNTS PAID ARE GROSSED UP TO PROVIDE FOR TAXES INCURRED ON THESE PAYMENTS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CA MUNICIPAL FINANCE AUTHORITY | ||||||||
| A | 201563466 | 13048TX32 | 2017-04-18 | $83,419,955 | ADVANCE REFUNDING AND DEFEASANCE OF 2008 BONDS | 0 | 0 | 0 |
| CA ENTERPRISE DEVELOPMENT AUTHORITY | ||||||||
| B | 352273601 | 000000000 | 2023-07-03 | $33,175,000 | ADVANCE REFUNDING AND DEFEASANCE OF 2013 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $13,795,000 | $83,419,995 | $843,371 | $82,576,624 | 2017 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $2,450,000 | $33,175,000 | $33,175,000 | 2023 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00050 | 0.00050 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | BOND A - DATE OF REBATE COMPUTATION - 5/11/2022 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| BARRY COREY | |||||||
| OFFICER | HOUSING ASSISTANCE | Yes (X) | $1,125,000 | $373,045 | 0 | Yes (1) | Yes (1) |
| MATTHEW HALL | |||||||
| OFFICER | HOUSING ASSISTANCE | Yes (X) | $120,000 | $90,242 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $463,287 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5050 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,748,855 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | TELESCOPES | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | 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 | THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER. THE ORGANIZATION'S ASSISTANT CONTROLLER AND STAFF WORK CLOSELY WITH THE INDEPENDENT TAX PREPARER IT ENGAGES TO PREPARE THE RETURN. THE FINAL DRAFT OF FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE. BIOLA POSTS FORM 990, EXCLUDING SCHEDULE B, PRIOR TO FILING, ON A SECURE WEBSITE AND INFORMS THE BOARD OF TRUSTEES THAT IT IS AVAILABLE FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTOR OF HUMAN RESOURCES, IN CONJUNCTION WITH THE VP OF OPERATIONS, IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I .E. BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES, IF ANY). THE QUESTIONNAIRES ARE COMPLETED AND SIGNED ANNUALLY. IF A CONFLICT WERE TO ARISE, THE INDIVIDUAL WOULD ABSTAIN FROM DELIBERATIONS OR VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: THE INDEPENDENT BOARD OF TRUSTEES AND THE COMPENSATION COMMITTEE REVIEWS AND DETERMINES ANNUALLY THE COMPENSATION FOR THE PRESIDENT. COMPARABILITY DATA FROM ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES IS USED IN THIS ANALYSIS. THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD'S MINUTES ON SEPTEMBER 15, 2023 FOR THE 2024 COMPENSATION REVIEW. LINE 15B: THE COMMITTEE ON THE PRESIDENT IS AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH SERVES AS THE UNIVERSITY'S COMPENSATION COMMITTEE. IT IS COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND THE CRITERIA TO BE USED IN DETERMINING MERIT INCREASES CRITERIA FOR THE VICE PRESIDENT AND OTHER OFFICERS. THE FULL BOARD REVIEWS AND VALIDATES THESE COMPENSATION ARRANGEMENTS AND THE COMPENSATION APPROVAL PROCESS IS DOCUMENTED IN THE COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE ON THE UNIVERSITY'S WEBSITE AT WWW.BIOLA.EDU. THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 572,337. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITE EAGLE HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13800 BIOLA AVENUE | AddressLine1Txt |
| City | LA MIRADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 906390001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844106640 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $1,974,617 | TotalIncomeAmt |
| End Of Year Assets | $42,213,108 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIOLA UNIVERSITY | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (26) | |||
| PERSONAL ESTATE | CA | BIOLA UNIVERSITY | Yes (1) |
| LIVING TRUST (1) | |||
| LIVING TRUST | CA | BIOLA UNIVERSITY | Yes (1) |
| CHARITABLE REMAINDER ANNUITY TRUST (2) | |||
| PERSONAL ESTATE | CA | BIOLA UNIVERSITY | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |