2023-05-15T13:59:43-05:00 2022-06-30 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990 2021-07-01 941167403 INTERNATIONAL HOUSE INTE 5106438315 2299 PIEDMONT AVENUE BERKELEY CA 947202320 SHAUN CARVER EXECUTIVE DIRECTOR 5106438315 2023-05-15 1 SHAUN CARVER 999009999 PRERNA JAGADA P01063809 6508458100 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SHAUN CARVER 2299 PIEDMONT AVENUE BERKELEY CA 947202320 14969451 0 X HTTP://IHOUSE.BERKELEY.EDU X 1929 CA PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. 24 24 29 30 0 0 1017564 1037934 564012 12349278 1384979 1098028 2259 251716 2968814 14736956 137271 785656 0 0 0 3013585 0 0 628344 9639586 10656282 9776857 14455523 -6808043 281433 36872790 34188045 2505774 4340889 34367016 29847156 TO FOSTER INTERCULTURAL RESPECT AND UNDERSTANDING, LIFELONG FRIENDSHIPS, AND LEADERSHIP SKILLS FOR A MORE JUST AND PEACEFUL WORLD. 0 0 12472220 785656 12349278 INTERNATIONAL HOUSE IS A MULTI-CULTURAL CAMPUS RESIDENT AND PROGRAM CENTER THAT PROVIDED ROOM AND BOARD FOR APPROXIMATELY 1,000 INDIVIDUALS; PROVIDED A SOCIAL ENVIRONMENT FOR STUDENTS FROM APPROXIMATELY 70 COUNTRIES WORLDWIDE; AND PROVIDED INTERCULTURAL PROGRAMS TO FURTHER INTERNATIONAL UNDERSTANDING. 12472220 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 9 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X WILLIAM GONG 5106438315 2299 PIEDMONT AVENUE BERKELEY CA 947202320 BUKOLA MABADEJE DEVELOPMENT CHAIR 1.00 X 0 0 0 CAROL CHRIST CHAIR 1.00 X X 0 0 0 CHARLES GUO DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ZAND DIRECTOR 1.00 X 0 0 0 CURTIS CHONG DIRECTOR 1.00 X 0 0 0 CYNTHIA MURPHY-ORTEGA DIRECTOR 1.00 X 0 0 0 DANIEL MOUEN MAKOUA DIRECTOR 1.00 X 0 0 0 ERNEST GUNDLING DIRECTOR 1.00 X 0 0 0 EUGENE YANO DIRECTOR 4.00 X 0 0 0 JAMES LICHAU SR DIRECTOR 1.00 X 0 0 0 JAWAHAR GIDWANI NOMINATION CHAIR 1.00 X 0 0 0 JAY PAXTON VICE-CHAIR 5.00 X X 0 0 0 JOAN KASK DIRECTOR 1.00 X 0 0 0 JOHN BRONSON DIRECTOR 1.00 X 0 0 0 JORDAN TSE DIRECTOR 1.00 X 0 0 0 KIT CHOY LOKE AUDIT CHAIR 1.00 X 0 0 0 KWEI SANG U MD DIRECTOR 1.00 X 0 0 0 MARK CAVAGNERO DIRECTOR 1.00 X 0 0 0 MATTHEW KOCHER JR TECHNOLOGY CHAIR 1.00 X 0 0 0 RICHARD PALMER FINANCIAL AID CHAIR 1.00 X 0 0 0 ROBERT DUFFY DIRECTOR 1.00 X 0 0 0 ROBERT WONG DIRECTOR 1.00 X 0 0 0 RONALD SIVA HOUSE CHAIR 20.00 X 0 0 0 WILLIAM WIEBE TREASURER 1.00 X X 0 0 0 CHORY BANEZ SECRETARY 40.00 X 43612 0 6532 SHAUN CARVER EXECUTIVE DIRECTOR 40.00 X 93645 0 35666 WILLIAM GONG CFO 40.00 X 9231 0 0 146488 0 42198 0 0 0 0 THE REGENTS OF THE UNIVERSITY OF CALIFOR 140 UNIVERSITY HALL BERKELEY CA 94720 PERSONNEL, UTILITIES, FACILITIES, FACILI 4217473 PLANT CONSTRUCTION COMPANY 300 NEWHALL STREET SAN FRANCISCO CA 94124 CONTRACTOR/FACILITIES UPGRADES 1866301 DICK'S CARPET ONE 36 HEGENBERGER COURT OAKLAND CA 94621 FLOORING REPLACEMENT 212699 FINANCIAL ADMINISTRATIVE SUPPORT SERVICE 3180 NEWBERRY DR 200 SAN JOSE CA 95118 ACCOUNTING SERVICES 140420 JERRY THOMSON & SONS INC 3 SIMMS STREET SAN RAFAEL CA 94901 PAINTING SERVICE 139630 9 1037934 1140 1037934 STUDENT FEES 611710 11835668 11835668 OTHER FEES FOR SERVICES 611710 513610 513610 12349278 401099 401099 201624 5595 0 0 201624 5595 207219 207219 922805 225876 696929 696929 696929 51116 6619 44497 44497 14736956 12349278 0 1349744 415763 415763 369893 369893 517789 220738 276500 20551 1960739 1760088 162142 38509 150300 141124 5498 3678 229299 207288 8583 13428 155458 129283 22274 3901 3496226 2655503 426991 413732 71699 90 54161 17448 178500 178500 1000 1000 700037 577447 81286 41304 19358 17618 1740 422060 313578 36884 71598 469927 469927 1962 1591 371 158728 97503 61225 FOOD 1899212 1888815 10377 20 CONSTRUCTION 1385440 1385440 REPAIRS AND MAINTENANCE 1160557 1154872 5685 EQUIPMENT 543694 543694 147882 121965 21742 4175 14455523 12472220 1354959 628344 3258848 4979890 2009079 2012558 1792937 483887 40696 84639 22048 84763 168853 288812 28971559 25797228 608770 456268 36872790 34188045 1612255 1994037 73529 1741352 819990 605500 2505774 4340889 X 12968098 11830398 21398918 18016758 34367016 29847156 36872790 34188045 281433 -4801293 0 X X 0 1 X 1 0 X 719913 375300 4275296 1017564 1037934 7426007 15445184 16178947 13657430 566271 12349278 58197110 16165097 16554247 17932726 1583835 13387212 65623117 30684 38972 58322 192654 130884 451516 0 30684 38972 58322 192654 130884 451516 65171601 421724 515841 538648 376362 608318 2460893 421724 515841 538648 376362 608318 2460893 44497 44497 24014 27414 51428 16610835 17097502 18471374 1960197 14040027 68179935 0.95590 0.95990 0.03610 0.03180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18932759 443064 -2083379 440889 14000 16837555 15941615 125521 2968957 103334 18932759 15432462 86812 953126 530276 27509 15941615 14867443 82247 1029710 513998 32940 15432462 13842548 293250 1219658 460701 27312 14867443 0.00000 0.60600 0.39400 1 0 0 ROOM SECURITY DEPOSITS 605500 605500 X 9155626 -4801293 6619 -4794674 13950300 1000 785656 786656 14736956 13675486 6619 6619 13668867 1000 785656 786656 14455523 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE ROOM AND BOARD SCHOLARSHIPS TO RESIDENTS, AS WELL AS TO PROVIDE PROGRAMMING AND BUILDING IMPROVEMENTS TO MAKE THE RESIDENT'S STAY AS INTERESTING, COMFORTABLE AND PLEASANT AS POSSIBLE. PART X, LINE 2: THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI) GENERATED BY ITS NON-MARKETABLE INVESTMENTS. MANAGEMENT BELIEVES TAX LIABILITIES RELATING TO UBTI ARE NOT MATERIAL AT JUNE 30, 2022 OR 2021. THE ORGANIZATION APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE THE ORGANIZATION'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. MANAGEMENT BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAXES HAS BEEN RECORDED AT JUNE 30, 2022 OR 2021. INTERNATIONAL HOUSE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE CALIFORNIA EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 6,619. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST PROGRAM SERVICE REVENUE 548,727. RESIDENT ADVISOR COMPENSATION 236,929. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 6,619. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST PROGRAM SERVICE REVENUE 548,727. RESIDENT ADVISOR COMPENSATION 236,929. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 119334 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 90641 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 66417 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 69001 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 14500 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 10000 0 0 0 0 0 0 369893 0 369893 ROOM AND BOARD GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 27 119334 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT EAST ASIA AND THE PACIFIC 19 90641 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT SOUTH ASIA 18 66417 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT MIDDLE EAST AND NORTH AFRICA 6 69001 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT SUB-SAHARAN AFRICA 3 14500 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT SOUTH AMERICA 3 10000 DEPOSIT INTO STUDENT ACCT 0 0 0 0 0 0 PART I, LINE 2: INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR STIPULATIONS. PART III ACCOUNTING METHOD: 1 ROOM/BOARD SUPPORT 29 178834 RESIDENT ASSISTANT STIPENDS 20 236929 PART I, LINE 2: INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR STIPULATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD FOR REVIEW, QUESTIONS AND COMMENTARY. AFTER ALL THE CORRECTIONS/QUESTIONS ARE RESOLVED WITH THE BOARD, THE FORM 990 IS APPROVED BY THE AUDIT COMMITTEE AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WE ASK ALL OFFICERS AND BOARD MEMBERS TO COMPLETE THE CONFLICT OF INTEREST FORM EVERY YEAR, AND THEN FOLLOW UP ON ANY QUESTIONS/EXCEPTIONS. ALL COMPLETED POLICY QUESTIONNAIRES ARE REVIEWED BY THE NOMINATIONS COMMITTEE OF THE BOARD FOR THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST. ONCE THE SECRETARY OF THE CORPORATION HAS RECEIVED THE DOCUMENTS AND NOTES ANY COMMENT, THE BOARD TAKES ACTION ON ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 UC STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, BEREKLEY, A SPECIAL PURPOSE GOVERNMENT ENTITY OF CALIFORNIA. ALL COMPENSATION IS SET BY THE BANDS AND LEVELS OF THE UNIVERSITY COMPENSATION SYSTEM AND ANY RAISES OR BENEFITS ARE DETERMINED BY THE UNIVERSITY AS WELL. COMPENSATION IS LINKED TO THE BAND/LEVEL THAT IS MAPPED TO THE JOB DESCRIPTION AND DETERMINED, APPROVED AND RECORDED BY THE UNIVERSITY. OFFICER AND KEY EMPLOYEE'S COMPENSATION IS REVIEWED BY BOARD EXECUTIVE AND FINANCE COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES TO THE OVERSIGHT PROCESS. BERKELEY INTERNATIONAL CENTER LLC 2299 PIEDMONT AVENUE BERKELEY CA 94720 DEVELOPMENT OF FINANCING PLAN FOR SECOND INTERNATIONAL HOUSE FACILITY CA 0 0 INTERNATIONAL HOUSE CHARITABLE REMAINDER UNITRUST (1) INVESTMENTS CA INTERNATIONAL HOUSE T 1.00000 0 POOLED INCOME FUND (1) INVESTMENTS CA INTERNATIONAL HOUSE T 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0