GRADUATE THEOLOGICAL UNION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRADUATE THEOLOGICAL UNION (EIN 94-1581707)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201931309349302548
- Schema version
- 2017v2.3
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:26:26-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941581707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRADUATE THEOLOGICAL UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAD | BusinessNameControlTxt |
| Phone | 5106492430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 RIDGE ROAD | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN PETERSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5106492430 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.188.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 13:59:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 42991B41A32A13F77B110C5B470B2D73D8292482 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL L LEHMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 RIDGE ROAD | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,244,838 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GTU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED BY ECUMENICAL PIONEERS IN 1962, THE GRADUATE THEOLOGICAL UNION IN BERKELEY, CALIFORNIA, IS THE LARGEST AND MOST DIVERSE PARTNERSHIP OF SEMINARIES AND GRADUATE SCHOOLS IN THE UNITED STATES. OUR INTERFAITH APPROACH ATTRACTS LEADING THEOLOGIANS, SCHOLARS OF RELIGION, AND STUDENTS FROM AROUND THE WORLD WHO ARE PURSUING NEW MODELS FOR INTERRELIGIOUS COLLABORATION IN TEACHING, RESEARCH, MINISTRY, AND SERVICE. AS A CONSORTIUM, WE HAVE THE LARGEST THEOLOGICAL FACULTY IN ONE LOCATION IN THE UNITED STATES. STUDENTS PURSUING A PH.D. OR M.A. SHARE A WORLD-CLASS LIBRARY, ACCESS TO MORE THAN 700 COURSES ACROSS MEMBER SCHOOLS AND ACADEMIC DISCIPLINES, AND A STRONG SENSE OF COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 145 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $31,623 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $778,474 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,505,081 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,638,039 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,820,583 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,173,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $762,904 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,081 | PYOtherRevenueAmt |
| CY Other Revenue | $42,809 | CYOtherRevenueAmt |
| PY Total Revenue | $8,636,362 | PYTotalRevenueAmt |
| CY Total Revenue | $13,131,377 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,314,642 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,400,382 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,508,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,019,350 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $425,407 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,767,788 | PYOtherExpensesAmt |
| CY Other Expenses | $4,271,268 | CYOtherExpensesAmt |
| PY Total Expenses | $10,591,400 | PYTotalExpensesAmt |
| CY Total Expenses | $10,691,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,955,038 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,440,377 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,181,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,979,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,266,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $981,252 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,914,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,998,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GRADUATE THEOLOGICAL UNION BRINGS TOGETHER SCHOLARS OF THE WORLD'S DIVERSE RELIGIONS AND WISDOM TRADITIONS TO ADVANCE NEW KNOWLEDGE, SHARE INSPIRATION AND COLLABORATE ON SOLUTIONS. WE CARRY OUT OUR WORK BY: EDUCATING SCHOLARS FOR VOCATIONS DEVOTED TO STUDY AND SERVICE EQUIPPING LEADERS FOR A WORLD OF DIVERSE RELIGIONS AND CULTURES TEACHING PATTERNS OF FAITH THAT ENCOURAGE JUSTICE AND CARE OF THE PLANET SERVICING AS AN EDUCATIONAL AND THEOLOGICAL RESOURCE FOR LOCAL COMMUNITIES, THE NATION, AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,738,954 | ExpenseAmt |
| Grant | $1,400,382 | GrantAmt |
| Revenue | $3,063,526 | RevenueAmt |
| Desc | INSTRUCTION AND ACADEMIC SERVICES - PROVIDED INSTRUCTION, ACADEMIC ADVISING AND OTHER SERVICES FOR APPROXIMATELY 300 GTU STUDENTS ENROLLED IN MASTER AND DOCTORAL DEGREE PROGRAMS. PROVIDED INSTRUCTION TO APPROXIMATELY 200 ADDITIONAL STUDENTS FROM ACROSS THE CONSORTIUM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,633,883 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,895,879 | RevenueAmt |
| Desc | LIBRARY - OPERATED THE WILLIAM AND FLORA LAMSON HEWLETT LIBRARY, ONE OF THE MOST COMPREHENSIVE THEOLOGICAL LIBRARIES IN THE UNITED STATES. THE LIBRARY CONTAINS MORE THAN 450,000 BOOKS, 1,500 PERIODICAL SUBSCRIPTIONS, AND 292,000 MICROFORMS AND AUDIO VISUAL MATERIALS. IN ADDITION, THE LIBRARY SUBSCRIBES TO 90 DATABASES THAT SUPPORT THE STUDY OF RELIGION AS WELL AS 34,000 DIGITAL JOURNAL TITLES, ALL OF WHICH ARE AVAILABLE FOR REMOTE ACCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $846,776 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $861,178 | RevenueAmt |
| Desc | PROVIDED LEARNING MANAGEMENT AND COURSE MANAGEMENT SERVICES TO EIGHT MEMBER INSTITUTIONS AND OTHER AFFILIATED ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,219,613 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 145 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | 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 | 0 | 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 | ELLEN PETERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106492430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 RIDGE ROAD | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RIESS W POTTERVELD | |||||||
| PRESIDENT | 37.50 | Yes (X) | Yes (X) | $120,258 | $0 | $83,721 | |
| SUSAN COOK HOGANSON | |||||||
| CHAIR, TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT WILKINS | |||||||
| VICE CHAIR, TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID O'NEILL | |||||||
| TREASURER AND SECRETARY, TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EILEEN BITTEN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BRENNEMAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEFINA J CARD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E ENGH | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ABID FAROOQ | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE J FETTER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D GLENN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARB GREVE | |||||||
| OUTGOING TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HOKENSTAD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MUNIR JIWA | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS KAHN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE KIM | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS KIMBALL | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH LARSEN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD T LEACH | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID VASQUEZ-LEVY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L MCDONALD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH MEYERS | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSEMARY BRAY MCNATT | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LARAE QUY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| W MARK RICHARDSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER ROGERS | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RITA SEMEL | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SHEERAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT V THOMPSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE WALKER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| P DONALD WHITE JR | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| OLGA YUNAK | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN G ARGYRIS | |||||||
| VP AND CFO THRU 12/31/17 | 37.50 | Yes (X) | $153,415 | $0 | $25,534 | ||
| KATHLEEN KOOK | |||||||
| VP AND DEAN OF STUDENTS | 37.50 | Yes (X) | $104,092 | $0 | $19,924 | ||
| URIAH KIM | |||||||
| VP AND ACADEMIC DEAN | 37.50 | Yes (X) | $94,351 | $0 | $66,926 | ||
| ELLEN PETERSON | |||||||
| CFO BEGINNING 1/1/18 | 37.50 | Yes (X) | $110,164 | $0 | $19,176 | ||
| JEFFREY L PACE | |||||||
| COO BEGINNING 2/20/18 | 37.50 | Yes (X) | $0 | $0 | $0 | ||
| CLAY G DIXON | |||||||
| LIBRARY DIRECTOR | 37.50 | $101,170 | $0 | $18,988 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $683,450 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $234,269 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FERRILLI INFORMATION GROUP | |||||
| 41 S HADDON AVENUE | HADDONFIELD | NJ | 08033 | SOFTWARE SUPPORT | $137,720 |
| ENDSIGHT INC | |||||
| 1440 FOURTH ST STE B | BERKELEY | CA | 94710 | INFORMATION TECHNOLOGY SERVICES | $125,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $62,908 | GovernmentGrantsAmt |
| All Other Contributions | $6,442,173 | AllOtherContributionsAmt |
| Noncash Contributions | $35,433 | NoncashContributionsAmt |
| Total Contributions | $6,505,081 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL ACTIVITIES | 611710 | $2,913,309 | $2,913,309 |
| TUITION AND FEES | 611710 | $2,907,274 | $2,907,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,820,583 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,869 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $31,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $279,246 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,229,351 | SecuritiesAmt |
| Other | $336,145 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,992,445 | SecuritiesAmt |
| Other | $121,016 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $236,906 | SecuritiesAmt |
| Other | $215,129 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,035 | TotalRevenueColumnAmt |
| Exclusion | $452,035 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SOURCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,809 | TotalRevenueColumnAmt |
| Exclusion | $42,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,809 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,131,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,820,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $774,090 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,382 | TotalAmt |
| Program Services | $1,400,382 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,695 | TotalAmt |
| Program Services | $314,431 | ProgramServicesAmt |
| Management And General | $366,115 | ManagementAndGeneralAmt |
| Fundraising | $116,149 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,390,707 | TotalAmt |
| Program Services | $2,646,824 | ProgramServicesAmt |
| Management And General | $599,546 | ManagementAndGeneralAmt |
| Fundraising | $144,337 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,793 | TotalAmt |
| Program Services | $134,665 | ProgramServicesAmt |
| Management And General | $33,491 | ManagementAndGeneralAmt |
| Fundraising | $9,637 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,859 | TotalAmt |
| Program Services | $303,625 | ProgramServicesAmt |
| Management And General | $54,654 | ManagementAndGeneralAmt |
| Fundraising | $20,580 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,296 | TotalAmt |
| Program Services | $195,615 | ProgramServicesAmt |
| Management And General | $68,890 | ManagementAndGeneralAmt |
| Fundraising | $10,791 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,444 | TotalAmt |
| Program Services | $247,895 | ProgramServicesAmt |
| Management And General | $305,574 | ManagementAndGeneralAmt |
| Fundraising | $35,975 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,214 | TotalAmt |
| Program Services | $7,324 | ProgramServicesAmt |
| Management And General | $73,890 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,884 | TotalAmt |
| Program Services | $870 | ProgramServicesAmt |
| Management And General | $100,014 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,530 | TotalAmt |
| Management And General | $96,530 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,846 | TotalAmt |
| Program Services | $23,518 | ProgramServicesAmt |
| Management And General | $7,328 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,774 | TotalAmt |
| Fundraising | $18,774 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,915 | TotalAmt |
| Program Services | $83,925 | ProgramServicesAmt |
| Management And General | $263,108 | ManagementAndGeneralAmt |
| Fundraising | $11,882 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,084 | TotalAmt |
| Program Services | $243,407 | ProgramServicesAmt |
| Management And General | $656,601 | ManagementAndGeneralAmt |
| Fundraising | $19,076 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,434 | TotalAmt |
| Program Services | $440,598 | ProgramServicesAmt |
| Management And General | $60,772 | ManagementAndGeneralAmt |
| Fundraising | $5,064 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,687 | TotalAmt |
| Program Services | $85,647 | ProgramServicesAmt |
| Management And General | $7,385 | ManagementAndGeneralAmt |
| Fundraising | $1,655 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,871 | TotalAmt |
| Program Services | $83,772 | ProgramServicesAmt |
| Management And General | $62,592 | ManagementAndGeneralAmt |
| Fundraising | $22,507 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387 | TotalAmt |
| Management And General | $387 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,818 | TotalAmt |
| Program Services | $964,212 | ProgramServicesAmt |
| Management And General | $83,112 | ManagementAndGeneralAmt |
| Fundraising | $5,494 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,802 | TotalAmt |
| Program Services | $667 | ProgramServicesAmt |
| Management And General | $118,135 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES AND FEES | $77,816 | $25,261 | $50,693 | $1,862 |
| EMPLOYEE RECRUITMENT | $55,762 | $16,975 | $37,163 | $1,624 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,691,000 | TotalAmt |
| Program Services | $7,219,613 | ProgramServicesAmt |
| Management And General | $3,045,980 | ManagementAndGeneralAmt |
| Fundraising | $425,407 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,663 | BOYAmt |
| EOY | $1,718,987 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,112,817 | BOYAmt |
| EOY | $536,474 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,332,209 | BOYAmt |
| EOY | $2,327,045 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,293 | BOYAmt |
| EOY | $114,110 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,522 | BOYAmt |
| EOY | $148,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,207,507 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,145,358 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,380,895 | BOYAmt |
| EOY | $11,062,149 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,752,102 | BOYAmt |
| EOY | $12,567,562 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,022,557 | BOYAmt |
| EOY | $38,407,380 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,320 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,773 | BOYAmt |
| EOY | $97,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,181,151 | BOYAmt |
| EOY | $66,979,762 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,168 | BOYAmt |
| EOY | $681,252 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,899 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,711 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,778 | BOYAmt |
| EOY | $981,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,423,107 | BOYAmt |
| EOY | $12,172,648 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,521,917 | BOYAmt |
| EOY | $19,535,527 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,969,349 | BOYAmt |
| EOY | $34,290,335 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,914,373 | BOYAmt |
| EOY | $65,998,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,181,151 | BOYAmt |
| EOY | $66,979,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,440,377 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,643,760 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL PURPOSES | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,604,158 | BeginningYearBalanceAmt |
| Contributions | $5,313,595 | ContributionsAmt |
| Investment Earnings Or Losses | $4,261,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $672,580 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,234,976 | OtherExpendituresAmt |
| End Year Balance | $53,271,331 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,654,212 | BeginningYearBalanceAmt |
| Contributions | $186,236 | ContributionsAmt |
| Investment Earnings Or Losses | $5,357,076 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $549,774 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,043,592 | OtherExpendituresAmt |
| End Year Balance | $45,604,158 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,572,652 | BeginningYearBalanceAmt |
| Contributions | $11,038,387 | ContributionsAmt |
| Investment Earnings Or Losses | -$631,491 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $426,202 | GrantsOrScholarshipsAmt |
| Other Expenditures | $899,134 | OtherExpendituresAmt |
| End Year Balance | $41,654,212 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,969,573 | BeginningYearBalanceAmt |
| Contributions | $77,682 | ContributionsAmt |
| Investment Earnings Or Losses | $795,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $397,160 | GrantsOrScholarshipsAmt |
| Other Expenditures | $872,573 | OtherExpendituresAmt |
| End Year Balance | $32,572,652 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,239,872 | BeginningYearBalanceAmt |
| Contributions | $97,897 | ContributionsAmt |
| Investment Earnings Or Losses | $4,591,377 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $333,105 | GrantsOrScholarshipsAmt |
| Other Expenditures | $626,468 | OtherExpendituresAmt |
| End Year Balance | $32,969,573 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03150 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32510 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $716,677 | OtherCostOrOtherBasisAmt |
| Book Value | $716,677 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,142,465 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,053,808 | DepreciationAmt |
| Book Value | $6,088,657 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,684 | DepreciationAmt |
| Book Value | $21,966 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,425,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,806,450 | DepreciationAmt |
| Book Value | $619,061 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,889,204 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,273,416 | DepreciationAmt |
| Book Value | $3,615,788 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,062,149 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $7,518,239 | F |
| PRIVATE EQUITY FUNDS | $4,994,973 | F |
| DISTRESSED DEBT FUNDS | $316,355 | F |
| STRATEGIC SOLUTIONS GLOBAL EQUITY FUND | $25,577,813 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,407,380 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,278,225 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,643,760 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,643,760 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,634,465 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $96,530 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,400,382 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,496,912 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,131,377 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,194,088 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,194,088 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $96,530 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,400,382 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,496,912 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,691,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE GTU'S COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY RESTRICTED NET ASSETS IF A DONOR MAKES A CONTRIBUTION INTENDED TO FUND THE SUBSEQUENT PURCHASE OF COLLECTIONS. CONTRIBUTIONS OF COLLECTIONS ARE NOT REFLECTED IN THE STATEMENT OF ACTIVITIES. |
| PART IV, LINE 2B: | GTU MAINTAINS AN ENDOWMENT FUND SUPPORTING AN ARTS AND RELIGION FACULTY PERSON SHARED BETWEEN GTU AND SANTA CLARA UNIVERSITY-JESUIT SCHOOL OF THEOLOGY. THE FUNDS HELD GENERATES INCOME FOR THIS ENDOWMENT HOWEVER THE FUNDS WERE GIVEN TO SANTA CLARA UNIVERSITY-JESUIT SCHOOL OF THEOLOGY WITH THE PROVISO THAT THEY BE TRANSFERRED TO GTU FOR ADMINISTRATION WITH THE REMAINDER OF THE ENDOWMENT FUND. THEREFORE THEY WERE NOT REPORTED AS REVENUE BY GTU AT THE TIME OF RECEIPT AND ARE NOT REPORTED AS PART OF THE ENDOWMENT. HOWEVER, THEY ARE INVESTED IN THE ENDOWMENT INVESTMENT POOL. |
| PART V, LINE 4: | ENDOWMENTS SUPPORT THE PROGRAMS OF THE SCHOOL, INCLUDING PROVIDING STUDENT FINANCIAL AID, FUNDING FACULTY POSITIONS, SUPPORTING OTHER PROGRAM EXPENSES, PHYSICAL PLANT AND OPERATIONS. |
| PART X, LINE 2: | THE GTU IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ACCORDING TO AN INTERNAL REVENUE SERVICE DETERMINATION LETTER. ACCORDINGLY, THE GTU IS NOT SUBJECT TO FEDERAL INCOME TAXES EXCEPT TO THE EXTENT IT DERIVES INCOME FROM CERTAIN ACTIVITIES NOT SUBSTANTIALLY RELATED TO ITS TAX-EXEMPT PURPOSES (UNRELATED TRADE OR BUSINESS ACTIVITIES). THE GTU HAD NO MATERIAL UNRELATED BUSINESS INCOME DURING THE YEAR. IT IS ALSO EXEMPT FROM STATE INCOME TAX. THE GTU FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE GTU FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018 AND 2017. THE GTU'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND SCHOLARSHIPS 1,400,382. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND SCHOLARSHIPS 1,400,382. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NON-DISCRIMINATORY POLICY IS PUBLISHED IN THE GRADUATE THEOLOGICAL UNION'S PRINTED MATERIALS AND THE WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE INSTITUTION RECEIVES FINANCIAL ASSISTANCE FROM THE US GOVERNMENT IN CONNECTION WITH VARIOUS PROGRAMS SUCH AS THE PERKINS STUDENT LOAN PROGRAM AND THE FEDERAL COLLEGE WORK-STUDY PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,966,948 | 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 | $5,966,948 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,966,948 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART IV, LINE 4: | THE ORGANIZATION INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. THE INVESTMENT PARTNERSHIPS HAVE PROPERLY FILED FORM 8621, OR THE UNDERLYING INVESTMENTS DID NOT GENERATE ANY UNRELATED BUSINESS INCOME. UNDER THESE FACTS, IT IS NOT NECESSARY FOR THE ORGANIZATION TO FILE AN ADDITIONAL 8621. |
| SCHEDULE F, PART IV, LINE 5: | THE ORGANIZATION INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN FOREIGN PARTNERSHIPS. HOWEVER, THE ORGANIZATION DOES NOT MEET THE FILING REQUIREMENTS OF FORM 8865 AS A RESULT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 90 | RecipientCnt |
| Cash Grant | $1,400,382 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GTU'S FINANCIAL AID OFFICE AWARDS NEED BASED AWARDS AND ASSISTANCE USING THE FAFSA DATA AND STANDARD RANKING TO DETERMINE NEED. GTU'S FACULTY DEAN'S OFFICE AWARDS MERIT BASED AWARDS USING ESTABLISHED CRITERIA AND/OR ANALYSIS BY COMMITTEE OF WRITTEN APPLICATIONS. STUDENT FINANCIAL AID IS POSTED DIRECTLY TO STUDENT ACCOUNTS AND APPLIED TO TUITION AND FEE EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RIESS W POTTERVELD | ||||||||||||||
| PRESIDENT | $120,258 | $0 | $0 | $0 | $0 | $0 | $9,291 | $0 | $74,430 | $0 | $203,979 | $0 | $0 | $0 |
| STEVEN G ARGYRIS | ||||||||||||||
| VP AND CFO THRU 12/31/17 | $132,724 | $0 | $0 | $0 | $20,691 | $0 | $10,782 | $0 | $14,752 | $0 | $178,949 | $0 | $0 | $0 |
| URIAH KIM | ||||||||||||||
| VP AND ACADEMIC DEAN | $94,351 | $0 | $0 | $0 | $0 | $0 | $6,612 | $0 | $60,314 | $0 | $161,277 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | A CLERGY HOUSING ALLOWANCE IS PROVIDED IN LIEU OF SALARY FOR SOME INDIVIDUALS, INCLUDING THE PRESDIENT. THE HOUSING ALLOWANCE IS INCLUDED IN PART II, COLUMN D. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,433 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD HAS AUTHORITY TO ACT ON THE BOARD'S BEHALF. THE EXECUTIVE COMMITTEE IS COMPRISED OF OFFICERS OF THE BOARD; THE CHAIRS OF THE BOARD'S FINANCE, AUDIT, ACADEMIC, TRUSTEE, LIBRARY COMMITTEES; THE STUDENT TRUSTEE REPRESENTATIVES; AND A REPRESENTATIVE FROM THE PRESIDENT'S COUNCIL. |
| FORM 990, PART VI, SECTION A, LINE 7A | PRESIDENTS OF MEMBER SCHOOLS ARE APPOINTED BY THE BOARD OF THAT SCHOOL. PRESIDENTS OF MEMBER SCHOOLS ARE AUTOMATICALLY MEMBERS OF THE GTU BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS RECEIVES A FULL COPY OF THE RETURN FOR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EACH MEMBER OF THE GOVERNING BOARD. EACH BOARD MEMBER IS ASKED TO COMPLETE A CONFLICT DISCLOSURE STATEMENT. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, IT IS REFERRED TO THE BOARD AUDIT COMMITTEE FOR INVESTIGATION AND DETERMINATION WHETHER A CONFLICT OF INTEREST EXISTS OR NOT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE IS CURRENTLY COMPOSED OF INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE COMMITTEE REVIEWS COMPENSATION FROM THEOLOGICAL INSTITUTIONS THAT HAVE BEEN IDENTIFIED AS PEER INSTITUTIONS. THEY PROVIDE A RANGE OF SALARY AND BENEFITS FROM WHICH THE CHAIR OF THE BOARD NEGOTIATES WHEN A NEW PRESIDENT IS HIRED. BENEFITS INCLUDE THE UNION'S STANDARD BENEFITS AND MAY ALSO INCLUDE STUDY LEAVE, MOVING EXPENSE REIMBURSEMENT OR OTHER SIMILAR NEGOTIATED BENEFITS. DISCUSSIONS ARE DOCUMENTED AS PART OF THE EXECUTIVE COMMITTEE MINUTES. AFTER HIRE, THE PRESIDENT IS SUBJECT TO THE SAME COST OF LIVING ADJUSTMENTS AS OTHER STAFF, UNLESS THE HIRE LETTER SPECIFIES OTHERWISE. THE MOST RECENT COMPENSATION REVIEW WAS CONDUCTED IN THE SPRING OF 2018 DURING NEGOTIATIONS FOR HIRING THE UNION'S CURRENT, PRESIDENT DANIEL LEHMANN WHO CAME ON BOARD AUGUST 1, 2018. |
| 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. |
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