LEGACY FUNDS OF HOLY NAMES UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FUNDS OF HOLY NAMES UNIVERSITY (EIN 94-1358307)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541369349300204
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T22:56:01-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941358307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGACY FUNDS OF HOLY NAMES | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 5104361000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 KELLER AVE STE 140 PMB 330 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BORG | PersonNm |
| Person Title | CHAIR OF THE BOARD | PersonTitleTxt |
| Phone | 5104361000 | PhoneNum |
| Signature | 2025-05-15 | 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 | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY NAMES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL SELLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 KELLER AVE STE 140 PMB 330 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,168,729 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HNU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1880 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS TRANSITIONING FROM A DEGREE GRANTING INSTITUTION TO A SCHOLARSHIP GRANTING ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 395 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | -$38,140 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,736,948 | PYContributionsGrantsAmt |
| CY Contributions Grants | $357,345 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,744,766 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,454 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55,313,316 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,028,798 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $94,795,030 | PYTotalRevenueAmt |
| CY Total Revenue | $6,399,597 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,085,015 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,588,690 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,603,211 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,147,009 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,052,557 | PYOtherExpensesAmt |
| CY Other Expenses | $2,187,952 | CYOtherExpensesAmt |
| PY Total Expenses | $58,740,783 | PYTotalExpensesAmt |
| CY Total Expenses | $6,923,651 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,054,247 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$524,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,754,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,805,953 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,939,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $692,167 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,814,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,113,786 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOLY NAMES UNIVERSITY, FOUNDED BY THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY, IS ROOTED IN CATHOLIC INTELLECTUAL AND SPIRITUAL TRADITIONS. A RIGOROUS AND INCLUSIVE INTELLECTUAL COMMUNITY, HNU IS COMMITTED TO CONTINUOUS IMPROVEMENT AND PROVIDES PROFESSIONAL AND LIBERAL UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS. THE UNIVERSITY EMPOWERS A DIVERSE STUDENT BODY TO THINK CRITICALLY AND IMAGINATIVELY, TO UNDERSTAND AND EMPLOY THE VARIOUS MODES OF KNOWLEDGE, TO COMMUNICATE CLEARLY AND PERSUASIVELY, TO PURSUE LEADERSHIP OPPORTUNITIES, AND TO PROMOTE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,886,654 | ExpenseAmt |
| Grant | $3,588,690 | GrantAmt |
| Revenue | $13,454 | RevenueAmt |
| Desc | HOLY NAMES UNIVERSITY ("THE UNIVERSITY") IS AN INDEPENDENT, CATHOLIC, LIBERAL ARTS INSTITUTION OF HIGHER EDUCATION LOCATED IN OAKLAND, CALIFORNIA. THE UNIVERSITY WAS FOUNDED BY THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY("SNJM"). CHARTERED BY THE STATE OF CALIFORNIA IN 1880 AND IT GRANTED BACCALAUREATE AND MASTER'S DEGREES IN LIBERAL ARTS, SCIENCE, BUSINESS, NURSING AND EDUCATION. THE UNIVERSITY PROVIDED THESE EDUCATIONAL PROGRAMS THROUGH MAY 2023 AND INTENDS TO TRANSITION FROM A DEGREE GRANTING ORGANIZATION TO A SCHOLARSHIP GRANTING ORGANIZATION AND WILL CONTINUE TO STEWARD THE ENDOWMENT FOR THE BENEFIT OF FUTURE SCHOLARSHIP RECIPIENTS AND IN KEEPING WITH THE WISHES OF ENDOWMENT DONORS. THE UNIVERSITY HAS COMMUNICATED WITH THE DIVISION OF THE CALIFORNIA STATE ATTORNEY GENERAL'S OFFICE HANDLING THE ASSETS OF NON-PROFIT ORGANIZATIONS AND EDUCATIONAL FUNDS REGARDING THE PROCESS OF GAINING APPROVAL FOR THE CHANGE TO A SCHOLARSHIP GRANTING ORGANIZATION. | Desc |
| Total Program Service Expenses | $3,886,654 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 395 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | SEAN HANLON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5104361000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 KELLER AVE STE 140 PMB 330 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| STEVE BORG | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA A BRAY SNJM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA CANNING SNJM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS D CHICOINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN DOWDALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL O'DWYER FLYNN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY GARCIA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFIN GROFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH LIEBERT SNJM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN ROSS SNJM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICKI JEAN THOMAS SNJM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL SELLMAN SNJM | |||||||
| ACTING PRESIDENT | 40.00 | Yes (X) | Yes (X) | $112,391 | $0 | $0 | |
| JEANINE HAWK | |||||||
| CFO (THRU 11/30/23) | 40.00 | Yes (X) | $32,308 | $0 | $0 | ||
| MICHAEL GROENER | |||||||
| FORMER PRESIDENT | 40.00 | $157,985 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $302,684 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| EPICUREAN GROUP | |||||
| 111 MAIN ST SUITE 3 | LOS ALTOS | CA | 94022 | FOOD SERVICE | $972,265 |
| BUCHALTER A PROFESSIONAL CORPORATION | |||||
| 1000 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 900171730 | LEGAL SERVICES | $525,076 |
| BUILDING SERVICES SYSTEM MAINTENANCE IN | |||||
| 2575 STANWELL DR 2ND FLOOR | CONCORD | CA | 94520 | MAINTENANCE & JANITORIAL SERVICES | $285,365 |
| BAY AREA TEACHER TRAINING INSTITUTE | |||||
| 1714 FRANKLIN STREET SUITE 100 158 | OAKLAND | CA | 94612 | TEACHING & STUDENT RECRUITING SERVICES | $277,743 |
| TRIUMPH PROTECTION GROUP INC | |||||
| 853 COTTING COURT SUITE D | VACAVILLE | CA | 95688 | CAMPUS SECURITY SERVICES | $257,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $19,481 | GovernmentGrantsAmt |
| All Other Contributions | $337,864 | AllOtherContributionsAmt |
| Total Contributions | $357,345 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION ACTIVITIES | 611710 | $11,457 | $11,457 |
| TUITION AND FEES | 611710 | $1,997 | $1,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,454 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $460,075 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$38,140 | UnrelatedBusinessRevenueAmt |
| Exclusion | $498,215 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,965,207 | SecuritiesAmt |
| Other | $1,372,648 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,769,132 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,196,075 | SecuritiesAmt |
| Other | $1,372,648 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,568,723 | TotalRevenueColumnAmt |
| Exclusion | $5,568,723 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,399,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,454 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$38,140 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,066,938 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522,192 | TotalAmt |
| Program Services | $2,522,192 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,498 | TotalAmt |
| Program Services | $1,066,498 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,306 | TotalAmt |
| Management And General | $233,306 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,635 | TotalAmt |
| Program Services | $193,471 | ProgramServicesAmt |
| Management And General | $249,164 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,536 | TotalAmt |
| Program Services | $91,536 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,532 | TotalAmt |
| Management And General | $379,532 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,003 | TotalAmt |
| Management And General | $417,003 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,011 | TotalAmt |
| Management And General | $260,011 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,949 | TotalAmt |
| Management And General | $140,949 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,713 | TotalAmt |
| Management And General | $606,713 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,541 | TotalAmt |
| Management And General | $158,541 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,524 | TotalAmt |
| Program Services | $6,608 | ProgramServicesAmt |
| Management And General | $534,916 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633 | TotalAmt |
| Program Services | $247 | ProgramServicesAmt |
| Management And General | $386 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,430 | TotalAmt |
| Management And General | $15,430 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBTS | Desc |
| Total | $22,209 | TotalAmt |
| Management And General | $22,209 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,939 | TotalAmt |
| Program Services | $6,102 | ProgramServicesAmt |
| Management And General | $18,837 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,923,651 | TotalAmt |
| Program Services | $3,886,654 | ProgramServicesAmt |
| Management And General | $3,036,997 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,270 | BOYAmt |
| EOY | $10,021,434 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,873,390 | BOYAmt |
| EOY | $2,135,960 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,846,877 | BOYAmt |
| EOY | $82,937 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,900 | BOYAmt |
| EOY | $297,225 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,688 | BOYAmt |
| EOY | $103,278 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,895 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,452,310 | BOYAmt |
| EOY | $8,799,869 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,840,824 | BOYAmt |
| EOY | $47,365,250 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,754,154 | BOYAmt |
| EOY | $68,805,953 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,051,521 | BOYAmt |
| EOY | $325,562 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,386 | BOYAmt |
| EOY | $292,684 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,567 | BOYAmt |
| EOY | $73,921 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,939,474 | BOYAmt |
| EOY | $692,167 | 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 | $5,098,076 | BOYAmt |
| EOY | $5,698,334 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,716,604 | BOYAmt |
| EOY | $62,415,452 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,814,680 | BOYAmt |
| EOY | $68,113,786 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,754,154 | BOYAmt |
| EOY | $68,805,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$524,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,420,699 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $402,461 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,699,258 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,479,943 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $931,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,722,396 | OtherExpendituresAmt |
| End Year Balance | $56,525,291 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,397,396 | BeginningYearBalanceAmt |
| Contributions | $2,123,854 | ContributionsAmt |
| Investment Earnings Or Losses | $4,289,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,602,638 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,509,080 | OtherExpendituresAmt |
| End Year Balance | $55,699,258 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,883,224 | BeginningYearBalanceAmt |
| Contributions | $433,933 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,045,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,649,183 | GrantsOrScholarshipsAmt |
| Other Expenditures | $225,428 | OtherExpendituresAmt |
| End Year Balance | $58,397,396 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,619,996 | BeginningYearBalanceAmt |
| Contributions | $616,191 | ContributionsAmt |
| Investment Earnings Or Losses | $14,251,356 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,913,511 | GrantsOrScholarshipsAmt |
| Other Expenditures | $690,808 | OtherExpendituresAmt |
| End Year Balance | $65,883,224 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,171,145 | BeginningYearBalanceAmt |
| Contributions | $1,149,969 | ContributionsAmt |
| Investment Earnings Or Losses | $1,473,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,174,272 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $54,619,996 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00211 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85224 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14565 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PASSTHROUGH INVESTMENTS | $41,658,674 | F |
| ALTERNATIVE STRATEGIES FUND | $5,706,576 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,365,250 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | U.S. GOVERNMENT GRANTS REFUNDABLE | Desc |
| Amt | $73,921 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,921 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT OF THE UNIVERSITY COMPRISES APPROXIMATELY FORTY-FOUR INDIVIDUAL FUNDS. MOST OF THESE FUNDS WERE ESTABLISHED TO PROVIDE A PERMANENT SOURCE OF FUNDING FOR SCHOLARSHIPS. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. | ExplanationTxt |
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 | THE UNIVERSITY INCLUDES ITS NONDISCRIMINATORY POLICY IN THE HNU CATALOG, WEBSITE, AS WELL AS ON THE UNDERGRADUATE APPLICATION FORM. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY COMPLETED A NUMBER OF FEDERAL GRANTS IN JULY 2023 RELATED TO STRENGTHENING ACADEMIC QUALITY AND INSTITUTIONAL MANAGEMENT TO EXPAND THE UNIVERSITY'S CAPACITY TO SERVE LOW-INCOME STUDENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,706,576 | RegionTotalExpendituresAmt |
| 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 | $5,706,576 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,706,576 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| OAKLAND-ALAMEDA COUNTY COLISEUM FOUNDATION | ||||||||
| 3697 MT DIABLO BOULEVARD SUITE 250 | LAFAYETTE | CA | 94549 | 942851583 | 501(C)(3) | $86,682 | $0 | ENDOWMENT TRANSFER |
| KENNEDY-KING MEMORIAL COLLEGE SCHOLARSHIP FUND | ||||||||
| PO BOX 2643 | MARTINEZ | CA | 94553 | 941677726 | 501(C)(3) | $107,991 | $0 | ENDOWMENT TRANSFER |
| UNIVERSITY OF REDLANDS | ||||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | 951643389 | 501(C)(3) | $1,065,920 | $0 | ENDOWMENT TRANSFER |
| DIABLO VALLEY COLLEGE FOUNDATION | ||||||||
| 321 GOLF CLUB ROAD | PLEASANT HILL | CA | 94523 | 949622202 | 501(C)(3) | $111,051 | $0 | ENDOWMENT TRANSFER |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||||
| 940 ROYAL AVE SUITE 410 | MEDFORD | OR | 97504 | 930692907 | 501(C)(3) | $261,092 | $0 | ENDOWMENT TRANSFER |
| JESUIT HIGH SCHOOL | ||||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | 941525873 | 501(C)(3) | $180,357 | $0 | ENDOWMENT TRANSFER |
| MOUNT ST MARY'S UNIVERSITY | ||||||||
| 16300 OLD EMMITSBURG ROAD | EMMITSBURG | MD | 21727 | 520591672 | 501(C)(3) | $21,899 | $0 | ENDOWMENT TRANSFER |
| UNIVERSITY OF SAN FRANCISCO | ||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | 941156628 | 501(C)(3) | $75,006 | $0 | ENDOWMENT TRANSFER |
| SAMUEL MERRITT UNIVERSITY | ||||||||
| 450 30TH STREET SUITE 2840 | OAKLAND | CA | 94609 | 942992642 | 501(C)(3) | $60,509 | $0 | ENDOWMENT TRANSFER |
| LOS RIOS COLLEGES FOUNDATION | ||||||||
| 1919 SPANOS CT | SACRAMENTO | CA | 95825 | 942506591 | 501(C)(3) | $238,212 | $0 | ENDOWMENT TRANSFER |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | 953510055 | 501(C)(3) | $318,061 | $0 | ENDOWMENT TRANSFER |
| DOMINICAN UNIVERSITY OF CALIFORNIA | ||||||||
| 50 ACACIA AVENUE | SAN RAFAEL | CA | 94901 | 941156525 | 501(C)(3) | $190,304 | $0 | ENDOWMENT TRANSFER |
| UNIVERSITY OF REDLANDS | ||||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | 951643389 | 501(C)(3) | $21,550 | $0 | ENDOWMENT TRANSFER |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $53,047 | $0 | ENDOWMENT TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS, SCHOLARSHIPS & FINANCIAL AID | GrantTypeTxt |
| Recipient | 137 | RecipientCnt |
| Cash Grant | $1,066,498 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH TRANSACTION INVOLVING GRANTS, SCHOLARSHIPS, OR FINANCIAL AID IS MONITORED THROUGH THE STUDENT ACCOUNT BY OUR STUDENT ACCOUNTS AND FINANCIAL AID OFFICES. IN ADDITION, THE UNIVERSITY UNDERGOES ANNUAL AUDITS OF ITS FINANCIAL AID PROCESS AND PROCEDURES. THE EXTERNAL AUDITORS TEST THE UNIVERSITY'S COMPLIANCE WITH APPLICABLE RULES AND REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GROENER | PersonNm |
| Title | FORMER PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $157,985 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,985 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF HOLY NAMES UNIVERSITY ARE APPOINTED BY THE PROVINCE LEADER OF THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY U.S.-ONTARIO PROVINCE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF HOLY NAMES UNIVERSITY, APPOINTED BY THE PROVINCE LEADER OF THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY U.S.-ONTARIO PROVINCE, HAVE THE AUTHORITY TO ELECT THE MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES, TO REMOVE MEMBERS FROM BOARD, AND TO FILL VACANCIES ON THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ANNUAL BUDGET AND APPOINTMENT OF THE PRESIDENT ARE SUBJECT TO APPROVAL BY THE MEMBERS OF HNU. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY TAX PROFESSIONALS AND WAS REVIEWED BY SENIOR STAFF. THE RETURN WAS PROVIDED TO THE AUDIT COMMITTEE AND TO THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | FACULTY AND STAFF ARE REQUIRED TO ABIDE BY THE CONFLICT OF INTEREST POLICY, AS NOTED IN THE RESPECTIVE FACULTY AND STAFF EMPLOYEE HANDBOOKS. DIRECTORS/ TRUSTEES ARE REQUIRED TO ABIDE BY THE BOARD CONFLICT OF INTEREST POLICY AND TO ANNUALLY DISCLOSE IF THEY HAVE ANY CONFLICTS OF INTEREST. SHOULD A POTENTIAL CONFLICT BE INDICATED, THE POLICY PROVIDES FOR A REVIEW OF THE PROPOSED TRANSACTIONS BY THE BOARD TO CONFIRM THAT IT IS IN THE BEST INTERESTS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES: 1. SURVEYS FROM AREA HIGHER EDUCATION INSTITUTIONS REGARDING SALARY AND BENEFITS FOR ALL EMPLOYEES, INCLUDING OFFICERS & KEY EMPLOYEES, ARE GATHERED AND REVIEWED 2. NATIONAL SURVEYS FOR COMPENSATIONS FOR HIGHER EDUCATION INSTRUCTIONS FOR ALL EMPLOYEES, INCLUDING OFFICERS & KEY EMPLOYEES ARE GATHER AND REVIEWED 3. COMPARABILITY FACTORS INCLUDE SIZE OF THE INSTITUTIONAL BUDGET, COMPLEXITY OF THE INSTITUTION, COST OF LIVING IN THE INSTITUTION'S GEOGRAPHIC LOCATION, POSITION REQUIREMENTS, AND LENGTH OF TENURE (IF AVAILABLE) 4. THE DATA IS MADE AVAILABLE TO THE EXECUTIVE COMMITTEE OF THE BOARD ALONG WITH A RECOMMENDATION FOR COMPENSATION |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE ON PUBLIC WEBSITES AND IS AVAILABLE TO THE PUBLIC FROM HOLY NAMES UNIVERSITY UPON REQUEST. ITS CONFLICT OF INTEREST POLICY IS CONTAINED IN THE UNIVERSITY HANDBOOK AND IS ALSO AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
| FORM 990, PART VII, SECTION A: | THE REPORTABLE COMPENSATION FOR CAROL SELLMAN WAS PAID TO SISTERS OF THE HOLY NAMES OF JESUS AND MARY FOR HER SERVICES PERFORMED FOR THE UNIVERSITY. |
| FORM 990, PART XI, LINE 9: | BAD DEBT RECOVERIES 402,461. |
| FORM 990, PART IV, LINE 12A AND PART XII, LINE 2B: | THE FINANCIAL AUDIT OF THE ORGANIZATION BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS HAD NOT BEEN COMPLETED AS OF THE DATE OF THIS FORM. THE FINANCIAL STATEMENTS AUDIT IS NEARING COMPLETION AT THE TIME THIS RETURN IS FILED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF THE HOLY NAMES OF JESUS AND MARY US-ONTARIO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 398 | AddressLine1Txt |
| City | MARYLHURST | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204366910 | EIN |
| Primary Activities | RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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