2019-05-14T01:31:49-05:00 2018-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2017-07-01 942955205 INTERNATIONAL TECHNOLOGICAL UNIVERSITY INTE 8884884968 2711 NORTH 1ST STREET SAN JOSE CA 95134 EDWARD LAM CFO 8884884968 2019-05-11 1 TRACY S PAGLIA P00366884 4159561500 2019-05-11 12.129.7.100 2019-05-11 15:23:24 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 49EFC680F81229405EF199BD73E62A476B2398BF 2017 2019-02-21 02:37:17Z GREGORY O'BRIEN 2711 NORTH 1ST STREET SAN JOSE CA 95134 12076797 0 X WWW.ITU.EDU X 1984 CA EMPOWER PEOPLE & ADVANCE GLOBAL PROSPERITY THROUGH INDUSTRY-LINKED SILICON VALLEY EDUCATION. 8 7 216 8 0 94 2816 3701 14840756 12068999 17282 -41008 0 0 14860854 12031692 340963 207571 0 0 8719395 8192312 0 0 0 7253965 7827647 16314323 16227530 -1453469 -4195838 19821521 14754005 6775775 5904097 13045746 8849908 PIONEERS A MODERN, INDUSTRY-FOCUSED MODEL TO DELIVER EDUCATION GLOBALLY. CULTIVATES INNOVATIVE THINKING, ETHICAL LEADERSHIP, AND ENTREPRENEURIAL SPIRIT THROUGH PRACTICAL, INDUSTRY RELEVANT CURRICULUM THAT REFLECTS SILICON VALLEY'S CULTURE. 0 0 10720834 207571 12068999 ITU PROVIDES GRADUATE DEGREE PROGRAMS AT THE MASTER'S LEVEL (MS) IN COMPUTER SCIENCE, SOFTWARE/COMPUTER ENGINEERING (SE/CE), ELECTRICAL ENGINEERING (EE), DIGITAL ARTS, DIGITAL MEDIA MANAGEMENT, INFORMATION & CYBER SECURITY, AND ENGINEERING MANAGEMENT. ITU ALSO OFFERS THE MASTER'S OF BUSINESS ADMINISTRATION (MBA) WITH CONCENTRATIONS IN AREA OF MANAGEMENT, ACCOUNTING, FINANCE, MARKETING, INTERNATIONAL BUSINESS, INFORMATION SYSTEMS MANAGEMENT, BIO-MANAGEMENT, HEALTHCARE MANAGEMENT, ENTERPRISE RESOURCE PLANNING, AND GENERAL MBA. THE UNIVERSITY OFFERS A DOCTORAL PROGRAM IN ELECTRICAL ENGINEERING, A DOCTORAL PROGRAM IN BUSINESS ADMINISTRATION, AND A DOCTOR OF PHILOSOPHY PROGRAM IN INTERDISCIPLINARY SCIENCES. 10720834 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 44 0 1 216 1 1 1 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X EDWARD LAM 4088162413 2711 NORTH 1ST STREET SAN JOSE CA 95134 DR ALVIN CHEUNG CHAIR OF BOARD 1.00 X X 0 0 0 DR BHARSKAR KURA VICE CHAIR OF BOARD 1.00 X X 0 0 0 IVAN CHAN TREASURER 1.00 X X 0 0 0 DR THOMAS GOLD SECRETARY 1.00 X X 0 0 0 DR THOMAN HANNEN TRUSTEE 1.00 X 0 0 0 DR CHI HSIEH IMMEDIATE PAST CHAIR OF BOARD 1.00 X 0 0 0 DR BETTY SUNDBERG TRUSTEE 1.00 X 0 0 0 DR GREGORY O'BRIEN PRESIDENT & CEO 40.00 X X 371796 0 0 DR BARRY RYAN PROVOST & VP OF ACADEMIC AFFAIRS 40.00 X 265220 0 24046 EDWARD LAM CFO 40.00 X 187294 0 5767 ANGIE FUNG BOARD LIASON 40.00 X 97194 0 5765 DR KARL WANG VP OF TECHNOLOGY AND RESEARCH 40.00 X 144708 0 9840 DR MAY HUANG DIR OF ASIA DEV. & DEPT CHAIR 40.00 X 139754 0 866 KRANTHI LAMMATHA DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 130951 0 9740 BHAGAT PATLOLLA DEPT CHAIR - INTERDISC. SCIENCES 40.00 X 128313 0 15823 JAKE WACHTEL DEPT CHAIR - DIGITAL ARTS 40.00 X 119625 0 0 1584855 0 71847 8 0 1 0 MORRISON & FOERSTER 425 MARKET STREET SAN FRANCISCO CA 94105 LEGAL SERVICES 439576 DAVID W JOHNSON 2562 SACRAMENTO STREET SAN FRANCISCO CA 94115 LEGAL SERVICES 380727 TASO DU VAL DBA TOPTAL LLC 548 MARKET STREET SUITE 36879 SAN FRANCISCO CA 94104 IT CONSULTANT 265200 MOSS ADAMS LLP 999 THIRD AVENUE STE 3300 SEATTLE WA 98104 AUDIT AND TAX SERVICES 106500 4 3701 3701 TUITION AND FEES 611600 10866531 10866531 SERVICE REVENUE 611710 1202468 1202468 12068999 4097 4097 45105 -45105 -45105 -45105 12031692 12068999 0 -41008 1000 1000 191571 191571 15000 15000 819549 256826 562723 6278277 4941601 1336676 580877 426422 154455 513609 377040 136569 927186 69397 857789 74958 74958 837815 451602 386213 149913 135744 14169 273106 191174 81932 981598 687119 294479 1944418 1296279 648139 96939 26566 70373 25637 11097 14540 1301033 867355 433678 89513 62659 26854 ALLOWANCE FOR DOUBTFUL 375411 375411 BANK MERCHANK FEE 222160 222160 INTL STUDENT RECRUITING 85250 85250 442710 336971 105739 16227530 10720834 5506696 0 4080175 4444148 6834329 2469392 299990 156315 0 589401 677228 7033748 2855056 4836662 4178692 3166544 2812692 14420 15538 19821521 14754005 924222 867801 1968529 1339825 3883024 3696471 6775775 5904097 X 13044085 8849908 1661 0 13045746 8849908 19821521 14754005 -4195838 0 X 0 1 X 1 0 X 5123532 1454164 3669368 1910216 1400892 509324 4178692 STUDENT UNION FUND 279726 DEFERRED RENT 3416745 3696471 X PART X, LINE 2: THE UNIVERSITY IS A NONPROFIT ORGANIZATION. THE UNIVERSITY QUALIFIES FOR EXEMPTION FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS ALSO EXEMPT FROM TAXATION UNDER CORRESPONDING SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE UNIVERSITY RECOGNIZES AND MEASURES TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSES ANY UNCERTAINTIES IN TAX POSITIONS. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2018 AND JUNE 30, 2017. THE UNIVERSITY FILES AN EXEMPT ORGANIZATION TAX RETURN IN THE UNITED STATES AND THE STATE OF CALIFORNIA. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS PUBLISHED ON THE ORGANIZATION'S WEBSITE AND PUBLISHED ON THE SAN JOSE MERCURY NEWS DURING REGISTRATION WEEKS FOR SPRING ONCE A YEAR. 1 EAST ASIA AND THE PACIFIC 1 PROGRAM SERVICES COMPANY SECRETARY SERVICES 5238 EAST ASIA AND THE PACIFIC 1 PROGRAM SERVICES GRANTS FOR JOINT RESEARCH 15000 EAST ASIA AND THE PACIFIC 2 PROGRAM SERVICES STUDENT RECRUITMENT AND ARRANGE CONFERENCES AND MEETINGS IN CHINA 27700 NORTH AMERICA 1 STUDENT RECRUITMENT AND ARRANGE CONFERENCES AND MEETINGS IN CHINA STUDENT RECRUITMENT 5000 RUSSIA AND NEIGHBORING STATES 1 PROGRAM SERVICES STUDENT RECRUITMENT 5000 SOUTH ASIA 1 PROGRAM SERVICES STUDENT RECRUITMENT 9900 0 7 0 0 0 7 67838 0 67838 EAST ASIA AND THE PACIFIC JOINT RESEARCH 15000 WIRE 1 0 0 0 1 0 0 0 PART I, LINE 2: SEMI-ANNUAL EXPENSE REPORT SUBMITTED FROM GRANTS RECIPIENT. PART I, LINE 3: EXPENDITURES REPORTED ABOVE ARE ACCOUNTED FOR ON THE ACCRUAL BASIS METHOD OF ACCOUNTING. ADDITIONAL SUPPLEMENTAL INFORMATION ITU (HK) LIMITED IS A WHOLLY OWNED SUBSIDIARY OF THE UNIVERSITY, INCORPORATED UNDER THE LAWS OF HONG KONG SPECIAL ADMINISTRATION REGION, CHINA, HAS CEASED OPERATIONS AND WAS FILED AS A DORMANT COMPANY EFFECTIVE JANUARY 7, 2017. 1 SCHOLARSHIPS 58 191571 PART I, LINE 2: ITU PROVIDES SCHOLARSHIPS TO QUALIFIED STUDENTS ENROLLED AT THE UNIVERSITY AND MAINTAINS ONGOING RECORDS OF ATTENDANCE AND SCHOLASTIC ACHIEVEMENT OF THE RECIPIENTS. X 0 1 X X 0 0 0 0 0 0 0 0 0 DR GREGORY O'BRIEN PRESIDENT & CEO 360000 0 0 0 11796 0 0 0 0 0 371796 0 0 0 DR BARRY RYAN PROVOST & VP OF ACADEMIC AFFAIRS 265095 0 0 0 125 0 0 0 24046 0 289266 0 0 0 EDWARD LAM CFO 187169 0 0 0 125 0 0 0 5767 0 193061 0 0 0 DR KARL WANG VP OF TECHNOLOGY AND RESEARCH 144583 0 0 0 125 0 0 0 9840 0 154548 0 0 0 PART I, LINE 1A THE PRESIDENT & CEO STAYED IN A ROOM OF A TWO-BEDROOM APARTMENT THAT ITU RENTED WHILE HE WAS IN SAN JOSE. WE HAVE INCLUDED IN HIS W-2 AS HOUSING ALLOWANCE THE RENT DURING HIS STAY. PART I, LINE 1B THERE IS NO WRITTEN POLICY REGARDING THE PRESIDENT'S HOUSING ALLOWANCE. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURN IS SENT TO THE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION. RETURN WILL THEN BE SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENTS, AND APPROVED BY THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES AND KEY OFFICERS ARE GIVEN A CONFLICT OF INTEREST DISCLOSURE FORM AND POLICY AND WILL REVIEW TOGETHER DURING THE ANNUAL BOARD MEETING HELD IN JUNE. FORM 990, PART VI, SECTION B, LINE 15 PAYSCALE REPORT PROVIDED BY HR AND/OR BY COMPARING EXECUTIVE COMPENSATION WITH OTHER UNIVERSITIES AND ORGANIZATIONS, AND CEO'S SALARY APPROVED BY BOARD OF TRUSTEES AND OTHER TOP MANAGEMENT'S SALARY BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. ITU (HK)LTD CORPORATE SECRETARIAL 42ND FL CENTRAL PLAZA 18 HARBOUR RD WANC HONG KONG HK PRODUCTION AND MARKETING OF EDUCATIONAL SERVICES HK INTERNATIONAL TECHNOLOGICAL UNIVERSITY C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0