NATIONAL UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL UNIVERSITY (EIN 23-7172306)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349311416
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T16:29:01-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SOUTH TEJON STREET SUITE 1100 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237172306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8586428100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9388 LIGHTWAVE AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WHITNEY | PersonNm |
| Person Title | EVP | PersonTitleTxt |
| Phone | 8586428636 | PhoneNum |
| Signature | 2026-05-13 | 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 | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 7196350330 | PhoneNum |
| Preparation | 2026-05-13 | 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 | KAREN WHITNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9388 LIGHTWAVE AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $677,065,265 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | NATIONAL UNIVERSITY IS A POST SECONDARY LEVEL EDUCATIONAL INSTITUTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 5322 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $2,738,824 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,585,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,552,396 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $409,074,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $431,211,964 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,714,919 | PYInvestmentIncomeAmt |
| CY Investment Income | $107,701,734 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,796,026 | PYOtherRevenueAmt |
| CY Other Revenue | $2,382,606 | CYOtherRevenueAmt |
| PY Total Revenue | $544,171,192 | PYTotalRevenueAmt |
| CY Total Revenue | $555,848,700 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,286,191 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,244,776 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $275,748,191 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $278,100,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $408,697 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $278,316,882 | PYOtherExpensesAmt |
| CY Other Expenses | $236,769,330 | CYOtherExpensesAmt |
| PY Total Expenses | $609,351,264 | PYTotalExpensesAmt |
| CY Total Expenses | $574,114,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$65,180,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,266,041 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,238,112,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,182,750,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $306,097,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $289,277,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $932,014,908 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $893,472,909 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DELIVER ACCESSIBLE WORLD-CLASS STUDENT EXPERIENCES BY PROVIDING QUALITY PROGRAMS AND SERVICES THAT ENSURE STUDENT SUCCESS THROUGH MEANINGFUL LEARNING. TO BE AN INCLUSIVE AND INNOVATIVE UNIVERSITY SERVING LIFE-LONG LEARNERS WHO CONTRIBUTE TO THE POSITIVE TRANSFORMATION OF SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $281,399,137 | ExpenseAmt |
| Grant | $59,244,776 | GrantAmt |
| Revenue | $432,188,607 | RevenueAmt |
| Desc | NATIONAL UNIVERSITY ("NU") IS A NOT-FOR-PROFIT UNIVERSITY, HEADQUARTERED IN SAN DIEGO, CA, FOUNDED IN 1971 TO SERVE THE NEEDS OF A DIVERSE GROUP OF STUDENTS. NU PROVIDES INNOVATIVE,CHALLENGING, ACCESSIBLE DEGREE OPPORTUNITIES TO NON-TRADITIONAL, WORKING, AND MILITARY STUDENTS. NU IS ACCREDITED BY THE ACCREDITING COMMISSION FOR SENIOR COLLEGES AND UNIVERSITIES OF THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. | Desc |
| Total Program Service Expenses | $281,399,137 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34670 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5322 | 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 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | MICHELLE BELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8586428636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9388 LIGHTWAVE AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK MILLIRON | ||||||||||
| PRESIDENT/CEO | 45.00 | 0.30 | Yes (X) | Yes (X) | $992,000 | $0 | $61,175 | |||
| DR RUTHANN HEINRICH | ||||||||||
| CHAIR | 3.00 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| E LEE RICE DO | ||||||||||
| VICE CHAIR | 3.00 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD CHISHOLM | ||||||||||
| TREASURER THRU 4/25 | 3.00 | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HIEP QUACH | ||||||||||
| TREASURER AS OF 4/25 | 3.00 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEE WILLS-IRVINE | ||||||||||
| SECRETARY | 3.00 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIA L AGUAYO | ||||||||||
| TRUSTEE AS OF 6/25 | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| STACY ALLISON | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER BUCKNER | ||||||||||
| TRUSTEE AS OF 6/25 | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| TOM CLEVINGER | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNE CONNELLY | ||||||||||
| TRUSTEE | 3.00 | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| KIM FOLSOM | ||||||||||
| TRUSTEE THRU 8/24 | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| DR VIRGINIA FRAIRE | ||||||||||
| TRUSTEE AS OF 1/25 | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| HAROLD GREENBERG | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| DR ERLINDA MARTINEZ | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL R MCGILL | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| JOANNE PASTULA | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| DAN PITTARD | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD RHODES | ||||||||||
| TRUSTEE AS OF 1/25 | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| CARLOS RODRIGUEZ | ||||||||||
| TRUSTEE | 3.00 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS TOPUZES | ||||||||||
| TRUSTEE | 3.00 | 0.80 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN WHITNEY | ||||||||||
| EVP, SSS&ADMIN/CFO | 45.00 | 3.20 | Yes (X) | $448,500 | $0 | $61,878 | ||||
| MICHELLE BELLO | ||||||||||
| SVP, ADMIN & FINANCE/ASST SECRETARY | 45.00 | 3.20 | Yes (X) | $356,315 | $0 | $37,135 | ||||
| CAREY HILDERBRAND | ||||||||||
| EVP, CHIEF MARKETING OFFICER | 45.00 | 0.00 | $448,500 | $0 | $63,177 | Yes (X) | ||||
| THOMAS STEWART | ||||||||||
| EVP, CAUSE RESEARCH INSTITUTE | 45.00 | 0.00 | $379,858 | $0 | $62,141 | Yes (X) | ||||
| CHRIS RUSSO | ||||||||||
| EVP, CHIEF OF STAFF | 45.00 | 0.00 | $347,288 | $0 | $58,490 | Yes (X) | ||||
| JOHN CICERO | ||||||||||
| PROVOST/CHIEF ACADEMIC OFFICER | 45.00 | 0.00 | $352,878 | $0 | $41,641 | Yes (X) | ||||
| PAT PENDLETON | ||||||||||
| CHIEF INFO OFFICER | 45.00 | 0.00 | $313,250 | $0 | $56,351 | Yes (X) | ||||
| SCOTT PAGE | ||||||||||
| SVP, NU ACADEMIES | 45.00 | 0.00 | $312,455 | $0 | $45,493 | Yes (X) | ||||
| SANDI BEST | ||||||||||
| SVP, CHIEF HUMAN RESOUCES OFFICER | 45.00 | 0.00 | $313,885 | $0 | $37,674 | Yes (X) | ||||
| NANCY ROHLAND | ||||||||||
| EVP, COMMUNITY ENGAGEMENT | 45.00 | 3.10 | $304,081 | $0 | $44,380 | Yes (X) | ||||
| CHRISTOPHER GRAHAM | ||||||||||
| EVP, WORKFORCE & COMMUNITY EDUCATION | 45.00 | 0.00 | $301,813 | $0 | $32,021 | Yes (X) | ||||
| JOSEPH HOEY | ||||||||||
| VP, ACCREDITATION & ASSESS. THRU 8/24 | 45.00 | 0.00 | $282,375 | $0 | $31,264 | Yes (X) | ||||
| IAN COOPER | ||||||||||
| SVP, STUDENT SUCCESS SERVICES | 45.00 | 0.00 | $248,503 | $0 | $52,374 | Yes (X) | ||||
| ANGELA BALDASARE | ||||||||||
| DEPUTY CHIEF OF STAFF/SVP RESEARCH | 45.00 | 0.00 | $257,913 | $0 | $41,874 | Yes (X) | ||||
| DAREN UPHAM | ||||||||||
| SVP, ENROLLMENT | 45.00 | 0.00 | $252,425 | $0 | $40,618 | Yes (X) | ||||
| DAVE LAWRENCE | ||||||||||
| FORMER CFO THRU 4/24 | 45.00 | 3.20 | $419,271 | $0 | $48,384 | Yes (X) | ||||
| STEVE JOHNSON | ||||||||||
| ED STRATEGIC PARTNERSHIPS THRU 6/24 | 45.00 | 0.00 | $252,256 | $0 | $26,418 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,583,566 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $842,488 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 338 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| GOOGLE LLC | |||||
| PO BOX 883654 | LOS ANGELES | CA | 90088 | SOCIAL MEDIA ADVERTISING | $34,118,712 |
| ARMED FORCES COMMUNICATIONS INC | |||||
| 68 CULVER RD STE 110 | MONMOUTH JUNCTION | NJ | 08852 | MARKETING | $31,446,778 |
| META PLATFORMS INC | |||||
| 1 META WAY | MENLO PARK | CA | 94025 | SOCIAL MEDIA ADVERTISING | $10,131,469 |
| LINKEDIN CORPORATION | |||||
| 62228 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | SOCIAL MEDIA ADVERTISING | $8,144,702 |
| HE HOLDINGS LLC | |||||
| 1423 RED VENTURES DR | FORT SMITH | SC | 29707 | MARKETING | $4,315,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 103 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,821,215 | GovernmentGrantsAmt |
| All Other Contributions | $5,731,181 | AllOtherContributionsAmt |
| Total Contributions | $14,552,396 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $431,211,964 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $431,211,964 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $431,211,964 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,887,200 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,717,914 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,169,286 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,090 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,910 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,910 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,910 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $214,837,297 | SecuritiesAmt |
| Other | $25,691 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,048,454 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,788,843 | SecuritiesAmt |
| Other | $25,691 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,814,534 | TotalRevenueColumnAmt |
| Exclusion | $93,814,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,130,664 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $154,021 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $976,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $976,643 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,385,053 | TotalRevenueColumnAmt |
| Exclusion | $1,385,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,385,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $555,848,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432,188,607 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,738,824 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,368,873 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,900 | TotalAmt |
| Program Services | $204,900 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,039,876 | TotalAmt |
| Program Services | $59,039,876 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,944,463 | TotalAmt |
| Management And General | $5,944,463 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,045,486 | TotalAmt |
| Program Services | $91,570,827 | ProgramServicesAmt |
| Management And General | $121,180,123 | ManagementAndGeneralAmt |
| Fundraising | $294,536 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,251,714 | TotalAmt |
| Program Services | $4,297,565 | ProgramServicesAmt |
| Management And General | $5,934,732 | ManagementAndGeneralAmt |
| Fundraising | $19,417 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,600,808 | TotalAmt |
| Program Services | $13,948,677 | ProgramServicesAmt |
| Management And General | $18,592,825 | ManagementAndGeneralAmt |
| Fundraising | $59,306 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,258,164 | TotalAmt |
| Program Services | $6,819,586 | ProgramServicesAmt |
| Management And General | $9,417,523 | ManagementAndGeneralAmt |
| Fundraising | $21,055 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190,415 | TotalAmt |
| Management And General | $2,190,415 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,453 | TotalAmt |
| Management And General | $593,453 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,000 | TotalAmt |
| Management And General | $162,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,423,074 | TotalAmt |
| Management And General | $1,423,074 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,385,541 | TotalAmt |
| Program Services | $7,522,656 | ProgramServicesAmt |
| Management And General | $9,862,885 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,771,134 | TotalAmt |
| Program Services | $55,828,565 | ProgramServicesAmt |
| Management And General | $76,942,569 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,614,770 | TotalAmt |
| Program Services | $8,485,723 | ProgramServicesAmt |
| Management And General | $4,128,760 | ManagementAndGeneralAmt |
| Fundraising | $287 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,254,836 | TotalAmt |
| Program Services | $10,601,954 | ProgramServicesAmt |
| Management And General | $14,640,794 | ManagementAndGeneralAmt |
| Fundraising | $12,088 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,717,701 | TotalAmt |
| Program Services | $3,247,352 | ProgramServicesAmt |
| Management And General | $4,470,349 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600,638 | TotalAmt |
| Program Services | $1,511,457 | ProgramServicesAmt |
| Management And General | $2,087,250 | ManagementAndGeneralAmt |
| Fundraising | $1,931 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,812 | TotalAmt |
| Program Services | $634,089 | ProgramServicesAmt |
| Management And General | $875,646 | ManagementAndGeneralAmt |
| Fundraising | $77 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,968,578 | TotalAmt |
| Management And General | $6,968,578 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,340,919 | TotalAmt |
| Program Services | $1,219,133 | ProgramServicesAmt |
| Management And General | $4,121,786 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,009,746 | TotalAmt |
| Program Services | $844,093 | ProgramServicesAmt |
| Management And General | $1,165,653 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBT EXPENSE | $11,052,298 | $11,052,298 |
| LIBRARY SUBSCRIPTIONS | $2,547,572 | $2,547,572 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,626,843 | TotalAmt |
| Program Services | $2,022,814 | ProgramServicesAmt |
| Management And General | $1,604,029 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,114,741 | TotalAmt |
| Program Services | $281,399,137 | ProgramServicesAmt |
| Management And General | $292,306,907 | ManagementAndGeneralAmt |
| Fundraising | $408,697 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,372,613 | BOYAmt |
| EOY | $82,845,322 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,594 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,314,659 | BOYAmt |
| EOY | $31,589,861 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,577,608 | BOYAmt |
| EOY | $12,113,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,453,167 | BOYAmt |
| EOY | $9,306,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,533,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,541,567 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,208,432 | BOYAmt |
| EOY | $41,991,691 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,713,705 | BOYAmt |
| EOY | $190,340,784 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,289,001 | BOYAmt |
| EOY | $786,532,664 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,420,095 | BOYAmt |
| EOY | $20,039,333 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,128,835 | BOYAmt |
| EOY | $7,990,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,112,709 | BOYAmt |
| EOY | $1,182,750,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,900,466 | BOYAmt |
| EOY | $50,197,177 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,680 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,511,697 | BOYAmt |
| EOY | $46,723,137 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,167,336 | BOYAmt |
| EOY | $63,669,951 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,425,356 | BOYAmt |
| EOY | $94,087,417 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,980,266 | BOYAmt |
| EOY | $34,599,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,097,801 | BOYAmt |
| EOY | $289,277,156 | 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 | $894,148,750 | BOYAmt |
| EOY | $857,096,909 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,866,158 | BOYAmt |
| EOY | $36,376,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,014,908 | BOYAmt |
| EOY | $893,472,909 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,112,709 | BOYAmt |
| EOY | $1,182,750,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$18,266,041 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,813,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$462,654 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| 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 | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $162,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $162,000 | 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 | EXPENSES PAID FOR SERVICES RENDERED: HUNTSWORTH HOLDINGS INC, FEDERAL GOVERNMENT- $90,000 MGI ADVOCACY INC, STATE OF CALIFORNIA GOVERNMENT- $72,000 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,997,837 | BeginningYearBalanceAmt |
| Contributions | $744,418 | ContributionsAmt |
| Investment Earnings Or Losses | $2,926,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,400,220 | OtherExpendituresAmt |
| Administrative Expenses | $40,986 | AdministrativeExpensesAmt |
| End Year Balance | $36,227,411 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,507,397 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,808,440 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $318,000 | OtherExpendituresAmt |
| End Year Balance | $37,997,837 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,499,210 | BeginningYearBalanceAmt |
| Contributions | $22,241 | ContributionsAmt |
| Investment Earnings Or Losses | $2,174,913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $188,967 | OtherExpendituresAmt |
| End Year Balance | $31,507,397 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,074,314 | BeginningYearBalanceAmt |
| Contributions | $11,445 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,070,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,516,252 | OtherExpendituresAmt |
| End Year Balance | $29,499,210 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,797,024 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,551,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $171,310 | OtherExpendituresAmt |
| End Year Balance | $35,074,314 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.62000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,609,180 | OtherCostOrOtherBasisAmt |
| Book Value | $20,609,180 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,272,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,544,064 | DepreciationAmt |
| Book Value | $13,728,480 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,235,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,814,576 | DepreciationAmt |
| Book Value | $3,421,095 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,356,917 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,047,754 | DepreciationAmt |
| Book Value | $2,309,163 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,058,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,173 | DepreciationAmt |
| Book Value | $1,923,773 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,991,691 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE RETURN MARKETABLE ALTERNATIVES | $84,481,669 | C |
| VENTURE CAPITAL PRIVATE INVESTMENTS | $454,771,442 | C |
| FOREIGN EQUITY | $140,905,024 | C |
| FIXED INCOME | $106,147,058 | C |
| DODGE AND COX OCEANEERING FUNDS | $227,471 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $786,532,664 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $7,544,100 |
| AMOUNTS HELD ON BEHALF OF OTHERS | $24,641,550 |
| REFUNDABLE PERKINS LOANS | $2,413,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,599,474 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $475,778,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$19,813,304 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | -$363,545 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $415,078 | OtherRevenueAmt |
| Revenue Not Reported | -$19,761,771 | RevenueNotReportedAmt |
| Revenue Subtotal | $495,539,771 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,423,074 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $58,885,855 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $60,308,929 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $555,848,700 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $514,445,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $363,545 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $429,664 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $793,209 | ExpensesNotReportedAmt |
| Expenses Subtotal | $513,651,791 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,423,074 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $59,039,876 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $60,462,950 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $574,114,741 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | INCOME TAX BENEFITS AND/OR LIABILITIES ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. NU AND NUF HAVE ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE (IRS) AND THE CALIFORNIA FRANCHISE TAX BOARD. NU AND NUF BELIEVE INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DO NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON NU'S FINANCIAL CONDITION, CHANGES IN NET ASSETS, OR CASH FLOWS. ACCORDINGLY, NU HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2025 AND 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NATIONAL UNIVERSITY FOUNDATION REVENUE 400,988. RENTAL EXPENSES 14,090. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 59,039,876. COGS -154,021. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NATIONAL UNIVERSITY FOUNDATION EXPENSES 262,793. FUND 800 -1,240. RENTAL EXPENSES 14,090. COGS 154,021. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 59,039,876. |
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 | 0 | 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 | ADVERTISING PLACED IN MEDIA AND ON NU EXTERNAL FACING WEBSITE GENERALLY CONTAIN THE FOLLOWING STATEMENT: ADMISSION IS OPEN TO QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, RELIGION,SEX, AGE, PHYSICAL DISABILITY, OR ETHNIC ORIGIN. HTTPS://WWW.NU.EDU/TITLE-IX/NON-DISCRIMINATION-POLICY/ |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES SEOG, PELL AND TEACH GRANTS FROM THE U.S. GOVERNMENT AND ALSO PARTICIPANTS IN STUDENT LOAN PROGRAMS THROUGH THE DEPARTMENT OF EDUCATION'S DIRECT LENDING AND PERKINS LOAN PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $133,468,701 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | N/A | $2,752,570 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $13,152 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $1,132 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $4,038 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $22,290 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $2,873 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $6,658 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | FOREIGN TRAVEL | $965 |
| 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 | $136,271,414 | SubtotalSpentAmt |
| Continuation Spent | $965 | ContinuationSpentAmt |
| Total Spent | $136,272,379 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES AND INVESTMENTS ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL UNIVERSITY FOUNDATION | ||||||||||
| 9388 LIGHTWAVE AVENUE | SAN DIEGO | CA | 92123 | 201269904 | 501(C)(3) | $11,150 | $0 | N/A | N/A | GENERAL OPERATING |
| FOUNDER FIRST CDC INC | ||||||||||
| 10755 SCRIPPS POWAY PKWY SUITE 202 | SAN DIEGO | CA | 92131 | 743166719 | 501(C)(3) | $25,000 | $0 | N/A | N/A | VETERAN SMALL BUSINESS GRANT |
| NATIONAL HEAD START ASSOCIATION | ||||||||||
| PO BOX 829929 | PHILADELPHIA | PA | 19182 | 521282065 | 501(C)(3) | $37,500 | $0 | N/A | N/A | EMPOWER EDUCATORS WITH RESEARCH BASED RESOURCES |
| ALLIANCE FOR EXCELLENT EDUCATION INC | ||||||||||
| 1425 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 113487339 | 501(C)(3) | $131,250 | $0 | N/A | N/A | PROGRAM DESIGN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | VARIOUS SCHOLARSHIPS TO NU STUDENTS | GrantTypeTxt |
| Recipient | 24640 | RecipientCnt |
| Cash Grant | $59,039,876 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NATIONAL UNIVERSITY IDENTIFIES ELIGIBLE GRANTEES RELATED TO EDUCATIONAL AND COMMUNITY PURPOSES. GRANTEES ARE MONITORED AS APPROPRIATE THROUGH PERIODIC REPORTS AND SITE INSPECTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK MILLIRON | ||||||||||||||
| PRESIDENT/CEO | $800,000 | $0 | $84,000 | $0 | $108,000 | $0 | $24,150 | $0 | $37,025 | $0 | $1,053,175 | $0 | $0 | $0 |
| CAREY HILDERBRAND | ||||||||||||||
| EVP, CHIEF MARKETING OFFICER | $409,500 | $0 | $39,000 | $0 | $0 | $0 | $24,150 | $0 | $39,027 | $0 | $511,677 | $0 | $0 | $0 |
| KAREN WHITNEY | ||||||||||||||
| EVP, SSS&ADMIN/CFO | $409,500 | $0 | $39,000 | $0 | $0 | $0 | $24,150 | $0 | $37,728 | $0 | $510,378 | $0 | $0 | $0 |
| DAVE LAWRENCE | ||||||||||||||
| FORMER CFO THRU 4/24 | $419,271 | $0 | $0 | $0 | $0 | $0 | $21,387 | $0 | $26,997 | $0 | $467,655 | $0 | $0 | $0 |
| THOMAS STEWART | ||||||||||||||
| EVP, CAUSE RESEARCH INSTITUTE | $346,112 | $0 | $33,746 | $0 | $0 | $0 | $24,150 | $0 | $37,991 | $0 | $441,999 | $0 | $0 | $0 |
| CHRIS RUSSO | ||||||||||||||
| EVP, CHIEF OF STAFF | $315,000 | $0 | $32,288 | $0 | $0 | $0 | $21,554 | $0 | $36,936 | $0 | $405,778 | $0 | $0 | $0 |
| JOHN CICERO | ||||||||||||||
| PROVOST/CHIEF ACADEMIC OFFICER | $323,000 | $0 | $29,878 | $0 | $0 | $0 | $24,150 | $0 | $17,491 | $0 | $394,519 | $0 | $0 | $0 |
| MICHELLE BELLO | ||||||||||||||
| SVP, ADMIN & FINANCE/ASST SECRETARY | $303,263 | $0 | $53,052 | $0 | $0 | $0 | $24,058 | $0 | $13,077 | $0 | $393,450 | $0 | $0 | $0 |
| PAT PENDLETON | ||||||||||||||
| CHIEF INFO OFFICER | $285,422 | $0 | $27,828 | $0 | $0 | $0 | $21,927 | $0 | $34,424 | $0 | $369,601 | $0 | $0 | $0 |
| SCOTT PAGE | ||||||||||||||
| SVP, NU ACADEMIES | $286,000 | $0 | $26,455 | $0 | $0 | $0 | $21,872 | $0 | $23,621 | $0 | $357,948 | $0 | $0 | $0 |
| SANDI BEST | ||||||||||||||
| SVP, CHIEF HUMAN RESOUCES OFFICER | $286,000 | $0 | $27,885 | $0 | $0 | $0 | $11,643 | $0 | $26,031 | $0 | $351,559 | $0 | $0 | $0 |
| NANCY ROHLAND | ||||||||||||||
| EVP, COMMUNITY ENGAGEMENT | $277,068 | $0 | $27,013 | $0 | $0 | $0 | $14,820 | $0 | $29,560 | $0 | $348,461 | $0 | $0 | $0 |
| CHRISTOPHER GRAHAM | ||||||||||||||
| EVP, WORKFORCE & COMMUNITY EDUCATION | $275,000 | $0 | $26,813 | $0 | $0 | $0 | $19,523 | $0 | $12,498 | $0 | $333,834 | $0 | $0 | $0 |
| JOSEPH HOEY | ||||||||||||||
| VP, ACCREDITATION & ASSESS. THRU 8/2 | $176,111 | $0 | $0 | $0 | $106,264 | $0 | $12,328 | $0 | $18,936 | $0 | $313,639 | $0 | $0 | $0 |
| IAN COOPER | ||||||||||||||
| SVP, STUDENT SUCCESS SERVICES | $226,426 | $0 | $22,077 | $0 | $0 | $0 | $16,735 | $0 | $35,639 | $0 | $300,877 | $0 | $0 | $0 |
| ANGELA BALDASARE | ||||||||||||||
| DEPUTY CHIEF OF STAFF/SVP RESEARCH | $235,000 | $0 | $22,913 | $0 | $0 | $0 | $16,683 | $0 | $25,191 | $0 | $299,787 | $0 | $0 | $0 |
| DAREN UPHAM | ||||||||||||||
| SVP, ENROLLMENT | $230,000 | $0 | $22,425 | $0 | $0 | $0 | $9,746 | $0 | $30,872 | $0 | $293,043 | $0 | $0 | $0 |
| STEVE JOHNSON | ||||||||||||||
| ED STRATEGIC PARTNERSHIPS THRU 6/24 | $126,856 | $0 | $0 | $0 | $125,400 | $0 | $8,880 | $0 | $17,538 | $0 | $278,674 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS MADE AVAILABLE TO BOARD MEMBERS IF THE FLIGHT IS OVER 3 HOURS. THIS IS NOT INCLUDED AS TAXABLE INCOME TO SUCH BOARD MEMBERS IF UTILIZED. THE PRESIDENT AND CEO RECEIVES AUTO AND HOUSING BENEFITS WHICH ARE INCLUDED IN HIS TAXABLE COMPENSATION. |
| PART I, LINE 4A | JOSEPH HOEY RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $106,264 AND STEVE JOHNSON RECEIVED A SEVERANCE PAYMENT OF $125,400. |
| PART I, LINE 7 | OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE FOR BONUSES. BONUSES ARE AWARDED WITHIN A SPECIFIED RANGE IN THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND ARE BASED ON ACHIEVING GOALS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| CUSIP | 13048VGJ1 | CUSIPNum |
| Bond Issued | 2019-02-21 | BondIssuedDt |
| Issue Price | $67,103,172 | IssuePriceAmt |
| Purpose | ACQUISITION OF NATIONAL EDUCATION PARTNERS (FKA NORTHCENTRAL UNIVERSITY) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $67,103,172 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $579,404 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $66,523,768 | OtherSpentProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $10,000 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISTANCE | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY CFO AND SVP, ADMINISTRATION AND FINANCE REVIEW THE ORGANIZATION'S FORM 990 PRIOR TO SUBMISSION TO THE AUDIT COMMITTEE OF BOARD OF TRUSTEES FOR THEIR REVIEW. ONCE THE INTERNAL REVIEW IS COMPLETED, THE FORM 990 IS SENT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. THE BOARD OF TRUSTEES ASKS QUESTIONS OF MANAGEMENT IF THERE ARE ANY AND MANAGEMENT ADDRESSES ANY QUESTIONS POSED TO THEM. AFTER THE BOARD OF TRUSTEES COMPLETES THEIR REVIEW, THE FORM 990 IS FINALIZED AND TIMELY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES HAS ANNUALLY REVIEWED AND APPROVED (BY A MAJORITY OF DISINTERESTED TRUSTEES) THE BUSINESS TRANSACTIONS WITH TRUSTEE OR THEIR AFFILIATED PROFESSIONAL SERVICE FIRMS. SUCH REVIEWS INCLUDED CONSIDERATION OF DATA ON COMPARABLE SERVICE PROVIDERS COLLECTED BY UNIVERSITY COUNSEL. THE INTERESTED TRUSTEES WERE EXCUSED FROM BOARD SESSIONS DURING WHICH THOSE BUSINESS TRANSACTIONS WERE DISCUSSED AND DID NOT PARTICIPATE IN VOTING ON SUCH TRANSACTIONS. QUESTIONNAIRES ARE DISTRIBUTED EVERY JANUARY. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY UNIVERSITY COUNSEL AND WAS REVIEWED BY THE BOARD DURING THE YEAR ENDED JUNE 30, 2025. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT OF THE UNIVERSITY IS REVIEWED BY THE BOARD AT THE TIME OF HIRING AND AS NECESSARY THEREAFTER. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE COMMITTEE. COMPENSATION IS DETERMINED WITH REGARD TO COMPENSATION PAID TO SENIOR EXECUTIVES OF COMPARABLE NON-PROFIT AND PROPRIETARY INSTITUTIONS IN EDUCATION AND OTHER FIELDS. THE PROCESS IS DOCUMENTED AND WAS LAST COMPLETED IN JUNE 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ROUNDING -462,654. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SPECTRUM PACIFIC LEARNING COMPANY | |||||||||
| 9388 LIGHTWAVE AVENUE | SAN DIEGO | CA | 92123 | 237172306 | E-LEARNING SOLUTION AND SERVICE PROVIDER | CA | $0 | $0 | NATIONAL UNIVERSITY |
| NATIONAL UNIVERSITY INTERNATIONAL | |||||||||
| 9388 LIGHTWAVE AVENUE | SAN DIEGO | CA | 92123 | 237172306 | GLOBAL MARKETING AND DISTRIBUTION CHANNEL FOR AFFILIATES ONLINE PROGRAMS | CA | $0 | $0 | NATIONAL UNIVERSITY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL | ||||||||||
| 9388 LIGHTWAVE AVENUE | SAN DIEGO | CA | 92123 | 562438569 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 10 | N/A | 0 |
| JOHN F KENNEDY UNIVERSITY | ||||||||||
| 9388 LIGHTWAVE AVENUE | SAN DIEGO | CA | 92123 | 941610694 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 2 | N/A | 0 |
| CITY UNIVERSITY OF SEATTLE | ||||||||||
| 521 WALL STREET | SEATTLE | WA | 98121 | 237421224 | EDUCATIONAL INSTITUTION | WA | 501(C)(3) | LINE 2 | N/A | 0 |
| NATIONAL UNIVERSITY FOUNDATION | ||||||||||
| 9388 LIGHTWAVE AVENUE | SAN DIEGO | CA | 92123 | 201269904 | PROVIDE ADMINISTRATIVE SERVICES TO AFFILIATED INSTITUTIONS | CA | 501(C)(3) | LINE 12A, I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CITY UNIVERSITY OF SEATTLE | ||
| E | $784,000 | FMV |
| CITY UNIVERSITY OF SEATTLE | ||
| L | $3,238,000 | FMV |
| CITY UNIVERSITY OF SEATTLE | ||
| M | $2,742,000 | FMV |
| NATIONAL UNIVERSITY FOUNDATION | ||
| Q | $230,352 | COST |
| NATIONAL UNIVERSITY FOUNDATION | ||
| P | $516,353 | COST |