CHARLES DREW UNIVERSITY OF MEDICINE & SCIENCE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES DREW UNIVERSITY OF MEDICINE & SCIENCE (EIN 95-6151774)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201811349349309936
- Schema version
- 2016v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T19:18:17-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 Wilshire Blvd Suite 1100 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956151774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles R Drew University of Medicine | BusinessNameLine1Txt |
| Business Name Line2 | and Science | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3235635820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 East 120th Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90059 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David M Carlisle MD PhD | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 3235635820 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren A Haverlock | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David M Carlisle MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 East 120th Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,400,972 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cdrewu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To conduct education, research, and clinical services in the context of community engagement to train health professionals, to promote wellness and provide care in under-served communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 518 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,682,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,648,347 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,606,082 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,299,363 | CYProgramServiceRevenueAmt |
| PY Investment Income | $923,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,189,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,790 | PYOtherRevenueAmt |
| CY Other Revenue | -$196,666 | CYOtherRevenueAmt |
| PY Total Revenue | $49,199,616 | PYTotalRevenueAmt |
| CY Total Revenue | $50,940,369 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,899,587 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,414,385 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,465,172 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,523,219 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $577,550 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,915,801 | PYOtherExpensesAmt |
| CY Other Expenses | $18,123,481 | CYOtherExpensesAmt |
| PY Total Expenses | $49,280,560 | PYTotalExpensesAmt |
| CY Total Expenses | $52,061,085 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$80,944 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,120,716 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $158,578,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,762,005 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,455,965 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,053,731 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,122,954 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,708,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Charles R. Drew University of Medicine and Science is a private non-profit student-centered University that is committed to cultivating diverse health professional leaders who are dedicated to social justice and health equity for under-served populations through outstanding education, research, clinical service, and community engagement. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,365,400 | ExpenseAmt |
| Grant | $632,078 | GrantAmt |
| Revenue | $14,857,542 | RevenueAmt |
| Desc | THE UNIVERSITY HAS 277 FACULTY MEMBERS, 76 FULL-TIME AND 201 PART-TIME. THE COLLEGE OF SCIENCE AND HEALTH (COSH) HAS 21 FULL-TIME FACULTY AND 19 PART-TIME FACULTY. COSH STUDENT ENROLLMENT FOR 2017 STOOD AT 226. THE COLLEGE OF MEDICINE (COM) HAS 39 FULL-TIME ACTIVE FACULTY AND 148 PART-TIME AND CLINICAL FACULTY MEMBERS. APPROXIMATELY 50% OF THE COM FACULTY MEMBERS HAVE DUAL APPOINTMENTS WITH UCLA. CURRENT COM STUDENT ENROLLMENT CONSISTS OF 127 GRADUATE STUDENTS. THE SCHOOL OF NURSING (SON) HAS 50 FACULTY MEMBERS, 16 FULL-TIME AND 34 PART TIME. SON ENROLLMENT CONSISTS OF 302 GRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,115,674 | ExpenseAmt |
| Grant | $2,782,307 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH: THE UNIVERSITY'S RESEARCH PORTFOLIO HAS ACHIEVED NATIONAL RECOGNITION, PARTICULARLY IN ADVANCING MEDICAL SOLUTIONS TO MEET THE UNIQUE HEALTH CARE NEEDS OF UNDESERVED COMMUNITIES. DIABETES, HYPERTENSION, CANCER, REPRODUCTIVE HEALTH, CHRONIC KIDNEY DISEASE, NEURO-PSYCHIATRIC DISORDERS AND HIV/AIDS ARE JUST A FEW OF THE AREAS WHERE CHARLES R. DREW UNIVERSITY RESEARCHERS, FACULTY AND STAFF MEMBERS MAKE A DIFFERENCE. OUR NATIONALLY AND INTERNATIONALLY RENOWNED RESEARCHERS ARE BREAKING NEW GROUND, INTEGRATING RESEARCH ADVANCES INTO THE BASIC SCIENCES AND SETTING NEW STANDARDS IN HEALTHCARE DISPARITIES RESEARCH FOR UNDERSERVED COMMUNITIES. RESEARCH ACTIVITIES AT THE UNIVERSITY ENCOMPASS THE ENTIRE SPECTRUM OF RESEARCH ENDEAVORS, FROM MOLECULAR BIOLOGISTS DISCOVERING GENES WHICH IDENTIFY PATIENTS AT INCREASED RISK FOR BREAST CANCER AND CLINICAL RESEARCHERS STUDYING ADVANCED PHARMACOLOGIC TREATMENT OF DIABETES AND HYPERTENSION, AND EPIDEMIOLOGISTS ASSESSING RISK FACTORS FOR BLINDNESS IN DIVERSE POPULATIONS TO ASSISTING AND HELPING TRAIN MEDICAL PROVIDERS, EQUIP HOSPITALS AND CLINICS, AND TESTING PEOPLE FOR HIV IN COUNTRIES AS FAR AS ANGOLA. CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE IS ENGAGED AS A TRUE RESEARCH PARTNER LOCALLY WITH NATIONALLY RECOGNIZED RESEARCH INTENSIVE INSTITUTIONS, SUCH AS THE UNIVERSITY OF CALIFORNIA - LOS ANGELES AND THE RAND CORPORATION. FROM OVER 3,000 NIH-FUNDED INSTITUTIONS, THE UNIVERSITY RANKS IN THE TOP 7% FOR THE LEVEL OF FUNDING RECEIVED AND IS IN THE TOP 50 PRIVATE RESEARCH UNIVERSITIES AS RATED BY THE CENTER FOR MEASURING UNIVERSITY PERFORMANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,331,410 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ACADEMIC & INSTITUTIONAL SUPPORT: THE UNIVERSITY OFFERS 16 ACADEMIC PROGRAMS ORGANIZED INTO THREE COLLEGES: 1) THE COLLEGE OF SCIENCE AND HEALTH WHICH FEATURES MASTERS OF PUBLIC HEALTH, PHYSICIAN ASSISTANT AND BIOMEDICAL SCIENCES, 1 ASSOCIATE AND 3 BACHELORS DEGREE, AND ONE POST-MASTERS CERTIFICATE; 2) THE COLLEGE OF MEDICINE WHICH IS COMPRISED OF FOUR PROGRAMS - THE DREW/ UCLA MEDICAL EDUCATION PROGRAM, AND THE CONTINUING MEDICAL EDUCATION PROGRAM, GRADUATE MEDICAL EDUCATION (PSYCHIATRY) AND A POST-BACCALAUREATE CERTIFICATE, AND 3) THE MERVYN M. DYMALLY SCHOOL OF NURSING WITH A BACHELORS AND MASTERS OF SCIENCE IN NURSING DEGREE, AND A POST-MASTERS CERTIFICATE PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,215,526 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Charles R. Drew University is actively committed to training future generations to make a difference through a number of novel and innovative youth education "pipeline programs" which are unique among medical education programs in Southern California. The pipeline programs have two important goals: expose urban minority students to science studies while helping them develop a strong interest in science and research, and improve opportunities for urban minority students who wish to pursue careers in medicine and science. The programs are a series of educational steps that establish an academic continuum in medical education. The academic continuum starts at preschool with the Saturday Science Academy (SSA) programs, including the SSA junior white coat ceremony, and extends upward through the Lincoln-Drew Elementary School (grades K-6). Lincoln-Drew Middle School (grades 7 through 9) and the King/Drew Magnet High School of Medicine and Science (grades 10 through 12). The white coat ceremony is a nationwide medical school activity to signal the transition of medical students from book learning and lab work to the world of clinical practice and direct interaction with real patients. The SSA junior white coat ceremony seeks to embrace the spirit of this exercise through encouraging students to commit to lifelong learning. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,215,526 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,028,010 | 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 |
| 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 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 | 0 | 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 | 833 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 518 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Geraghty | PersonNm |
| Phone | 3235635820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 East 120th Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90059 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Marvin O'Quinn MPH | ||||||||
| Board Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Arthur J Ochoa Esq | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patrick T Dowling MD MPH | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Yamamoto Esq | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David M Carlisle | ||||||||
| Trustee/President | 50.00 | Yes (X) | Yes (X) | $404,087 | $0 | $54,080 | ||
| Howard A Kahn MA | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Vidya Kaushik MD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew B Leeka MBA MPH | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John C Mazziotta MD PhD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| B Kathlyn Mead MBA | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Candace Bond-McKeever | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Rosser PhD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Clarence Shields Jr MD | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Richards | ||||||||
| Student Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Moshen Bazargan | ||||||||
| Faculty Trustee/Professor | 51.00 | Yes (X) | $182,577 | $0 | $27,256 | |||
| Linda Griego | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carmen A Puliafito MD | ||||||||
| Trustee - through August 2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carl McLaney | ||||||||
| Chief Operating Office | 50.00 | Yes (X) | $266,356 | $0 | $7,236 | |||
| John Geraghty CPA | ||||||||
| CFO | 50.00 | Yes (X) | $194,744 | $0 | $42,513 | |||
| Steve Michael PhD | ||||||||
| Provost and VP Academic Affairs | 50.00 | Yes (X) | $318,155 | $0 | $49,878 | |||
| Jackie Brown | ||||||||
| Chief of Staff and Board Secretary | 50.00 | Yes (X) | $120,763 | $0 | $22,211 | |||
| Jaydutt Vadgama PhD | ||||||||
| V.P. Research | 50.00 | $331,622 | $0 | $45,952 | Yes (X) | |||
| Angela Minniefield | ||||||||
| V.P. Advancement | 50.00 | $264,623 | $0 | $32,119 | Yes (X) | |||
| Deborah Prothro-Stith | ||||||||
| Dean, College of Medicine | 50.00 | $268,194 | $0 | $95 | Yes (X) | |||
| Hector Balcazar | ||||||||
| Dean, College of Science and Health | 50.00 | $169,569 | $0 | $24,728 | Yes (X) | |||
| John Patton | ||||||||
| Chief Legal Counsel | 50.00 | $248,669 | $0 | $32,777 | Yes (X) | |||
| David Martins | ||||||||
| Researcher | 50.00 | $205,537 | $0 | $31,290 | Yes (X) | |||
| Daphne Calmes | ||||||||
| Assitant Dean | 50.00 | $187,780 | $0 | $24,896 | Yes (X) | |||
| Ronald Edelstein | ||||||||
| Assitant Dean | 50.00 | $202,712 | $0 | $27,461 | Yes (X) | |||
| Omolola Ogunyemi | ||||||||
| Researcher | 50.00 | $162,419 | $0 | $22,681 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,527,807 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $445,173 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BARRERA & ASSOCIATES CLIENT TRUST ACCOUN | |||||
| 1500 ROSECRANS AVE500 | MANHATTAN BEACH | CA | 90266 | LEGAL SERVICES | $253,600 |
| VACO LOS ANGELES LLC | |||||
| 5410 MARYLAND WAY STE 460 | BRENTWOOD | TN | 37027 | TEMPORARY STAFFING SERVICES | $104,448 |
| KAUFMAN BORGEEST & RYAN LLP | |||||
| 120 BROADWAY 14TH FLOOR | NEW YORk | NY | 10271 | LEGAL SERVICES | $100,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $433,690 | FundraisingAmt |
| Government Grants | $30,354,419 | GovernmentGrantsAmt |
| All Other Contributions | $2,860,238 | AllOtherContributionsAmt |
| Total Contributions | $33,648,347 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition/Fees/Continuing Education | 611710 | $15,489,620 | $15,489,620 |
| Auxiliary Enterprises | 722210 | $809,743 | $809,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,299,363 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,189,325 | TotalRevenueColumnAmt |
| Exclusion | $1,189,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $263,937 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $433,690 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $460,603 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$196,666 | TotalRevenueColumnAmt |
| Exclusion | -$196,666 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,940,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,299,363 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $992,659 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,782,307 | TotalAmt |
| Program Services | $2,782,307 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,078 | TotalAmt |
| Program Services | $632,078 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,622,168 | TotalAmt |
| Program Services | $2,825,291 | ProgramServicesAmt |
| Management And General | $796,877 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,744,853 | TotalAmt |
| Program Services | $16,071,794 | ProgramServicesAmt |
| Management And General | $4,533,070 | ManagementAndGeneralAmt |
| Fundraising | $139,989 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,333 | TotalAmt |
| Program Services | $1,114,100 | ProgramServicesAmt |
| Management And General | $314,233 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,060 | TotalAmt |
| Program Services | $2,146,375 | ProgramServicesAmt |
| Management And General | $605,388 | ManagementAndGeneralAmt |
| Fundraising | $34,297 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,941,805 | TotalAmt |
| Program Services | $1,514,608 | ProgramServicesAmt |
| Management And General | $427,197 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,556 | TotalAmt |
| Program Services | $48,014 | ProgramServicesAmt |
| Management And General | $13,542 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,964 | TotalAmt |
| Management And General | $222,964 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,729 | TotalAmt |
| Management And General | $203,729 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,000 | TotalAmt |
| Management And General | $859,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,199 | TotalAmt |
| Program Services | $101,224 | ProgramServicesAmt |
| Management And General | $28,550 | ManagementAndGeneralAmt |
| Fundraising | $42,425 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,296 | TotalAmt |
| Program Services | $1,239,441 | ProgramServicesAmt |
| Management And General | $349,586 | ManagementAndGeneralAmt |
| Fundraising | $17,269 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,432 | TotalAmt |
| Program Services | $792,817 | ProgramServicesAmt |
| Management And General | $223,615 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,718 | TotalAmt |
| Program Services | $722,060 | ProgramServicesAmt |
| Management And General | $203,658 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,406 | TotalAmt |
| Program Services | $3,437 | ProgramServicesAmt |
| Management And General | $969 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,937 | TotalAmt |
| Program Services | $170,486 | ProgramServicesAmt |
| Management And General | $48,085 | ManagementAndGeneralAmt |
| Fundraising | $1,366 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134,759 | TotalAmt |
| Program Services | $1,665,112 | ProgramServicesAmt |
| Management And General | $469,647 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455,804 | TotalAmt |
| Program Services | $1,915,527 | ProgramServicesAmt |
| Management And General | $540,277 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,250 | TotalAmt |
| Program Services | $848,835 | ProgramServicesAmt |
| Management And General | $239,415 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| All other Expenses | $2,730,340 | $2,006,492 | $408,848 | $315,000 |
| Program/Participant Exp | $2,544,578 | $1,977,233 | $557,681 | $9,664 |
| Subcontractors/Purchase | $1,738,944 | $1,342,695 | $378,709 | $17,540 |
| Prov for Doubtful Accts | $138,569 | $108,084 | $30,485 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,061,085 | TotalAmt |
| Program Services | $40,028,010 | ProgramServicesAmt |
| Management And General | $11,455,525 | ManagementAndGeneralAmt |
| Fundraising | $577,550 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,623,462 | BOYAmt |
| EOY | $9,155,333 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,159 | BOYAmt |
| EOY | $919,425 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,644,605 | BOYAmt |
| EOY | $8,273,643 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,178 | BOYAmt |
| EOY | $2,515,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,738,298 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,807,567 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,727,030 | BOYAmt |
| EOY | $42,930,731 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,204,843 | BOYAmt |
| EOY | $103,398,707 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,100 | BOYAmt |
| EOY | $5,456 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,542 | BOYAmt |
| EOY | $1,562,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,578,919 | BOYAmt |
| EOY | $168,762,005 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,393,786 | BOYAmt |
| EOY | $5,687,682 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,743,495 | BOYAmt |
| EOY | $4,743,137 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,695,000 | BOYAmt |
| EOY | $32,490,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,696,716 | BOYAmt |
| EOY | $2,696,716 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,926,968 | BOYAmt |
| EOY | $6,436,196 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,455,965 | BOYAmt |
| EOY | $52,053,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,564,054 | BOYAmt |
| EOY | $24,398,574 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,288,700 | BOYAmt |
| EOY | $57,484,900 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,270,200 | BOYAmt |
| EOY | $34,824,800 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,122,954 | BOYAmt |
| EOY | $116,708,274 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,578,919 | BOYAmt |
| EOY | $168,762,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,120,716 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,269,806 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,436,231 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,816,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,856,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,465,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,682,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,648,347 | CurrentTaxYearAmt |
| Total | $185,469,372 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,816,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,856,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,465,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,682,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,648,347 | CurrentTaxYearAmt |
| Total | $185,469,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $185,469,372 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,205,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,831,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,445,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $780,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,189,325 | CurrentTaxYearAmt |
| Total | $6,451,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $191,921,013 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $76,479,370 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $81,155,000 | BeginningYearBalanceAmt |
| Contributions | $554,600 | ContributionsAmt |
| Investment Earnings Or Losses | $11,391,500 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $317,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,827,000 | OtherExpendituresAmt |
| End Year Balance | $89,957,100 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,034,400 | BeginningYearBalanceAmt |
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,644,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,234,600 | OtherExpendituresAmt |
| End Year Balance | $81,155,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,672,000 | BeginningYearBalanceAmt |
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,322,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,960,400 | OtherExpendituresAmt |
| End Year Balance | $83,034,400 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,873,500 | BeginningYearBalanceAmt |
| Contributions | $8,480,600 | ContributionsAmt |
| Investment Earnings Or Losses | $8,677,900 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,360,000 | OtherExpendituresAmt |
| End Year Balance | $76,672,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,327,300 | BeginningYearBalanceAmt |
| Contributions | $5,100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,606,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,160,000 | OtherExpendituresAmt |
| End Year Balance | $61,873,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00210 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.61080 | 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 | $1,087,034 | OtherCostOrOtherBasisAmt |
| Book Value | $1,087,034 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,132,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,208,488 | DepreciationAmt |
| Book Value | $38,924,479 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $988,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $704,085 | DepreciationAmt |
| Book Value | $284,768 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,465,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,894,994 | DepreciationAmt |
| Book Value | $2,570,550 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,900 | OtherCostOrOtherBasisAmt |
| Book Value | $63,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,930,731 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UCLA Endowment Fund | $85,682,957 | F |
| UC Stip Fund | $16,272,606 | F |
| Common Fund | $1,443,144 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $103,398,707 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Obligations under cap leases | $234,662 |
| Interest rate swap agreement | $6,201,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,436,196 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,152,829 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,269,806 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,269,806 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,883,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $861,499 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$804,153 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $57,346 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,940,369 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $50,567,509 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,567,509 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $861,499 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $632,078 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,493,577 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,061,086 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE CORPUS WILL BE MAINTAINED IN PERPETUITY AND THE INVESTMENT INCOME PORTION WILL BE USED TO SUPPORT: (1) FACULTY AND PROFESSIONAL DEVELOPMENT, INCLUDING CREATION OF A FACULTY RESEARCH AND TEACHING RESOURCE CENTER, AND A COMPREHENSIVE INSTRUCTIONAL PROGRAM FOR FACULTY THAT WILL OPTIMIZE THE EFFECTIVENESS OF FACULTY AS RESEARCH MENTORS; AND (2) CONTINUE TO ENHANCE AND STRENGTHEN THE UNIVERSITY'S RESEARCH INFRASTRUCTURE THROUGH MODERNIZATION OF THE EXISTING LEARNING RESOURCE CENTER FOR STUDENTS. |
| Part X, Line 2: | The University is an organization exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code, and is generally not subject to federal or state income taxes. However, the University is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purpose for which it is granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated trade or business, in the opinion of the University's management, is not material to the financial statements taken as a whole. The university accounts for the uncertainty in income taxes in accordance with an interpretation issued by the Financial Accounting Standards Board ("FASB"), which clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements. This guidance requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Univeristy's tax returns to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold are required to be recorded as a tax benefit or expense in the current year. Additionally, this interpretation provides guidance on de-recognition, classification, interest and penalties, disclosure and transition. The University had no uncertain tax positions that were not considered more-likely-than-not of being sustained by applicable tax authorities as of both June 30, 2017 and 2016. |
| Part XI, Line 4b - Other Adjustments: | Unrealized Gains on interest rate swap -1,436,231. Fellowship revenue netted against expenses 632,078. |
| Part XII, Line 4b - Other Adjustments: | Fellowship revenue netted against expenses 632,078. |
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 | CHARLES DREW HAS PUBLICIZED ITS RACIALY NONDISCRIMINATORY POLICY THROUGH THE COURSE CATALOG, THE WEBSITE STATEMENT, THE APPLICATION FOR ADMISSION, THE ADMISSIONS PUBLICATIONS, THE FINANCIAL AID APPLICATION, THE EMPLOYEMENT APPLICATION AND OTHER EMPLOYMENT MATERIALS. |
| Schedule E, Part I, Line 6 | CHARLES DREW UNIVERSITY OF MEDICINE AND SCIENCE RECEIVES GOVERNMENT FUNDING FROM FEDERAL, STATE AND LOCAL AGENCIES FOR THE PRIMARY PURPOSE OF RESEARCH AND DEVELOPMENT ACTIVITIES AS WELL AS COMMUNITY EDUCATION AND SERVICE. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | program services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PI travel and review of activities | SpecificServicesProvidedTxt |
| Region Total Expenditures | $56,467 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $56,467 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $56,467 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Jazz at Drew | Event1Nm |
| Gross Receipts Event1 | $327,842 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $207,757 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $120,085 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $57,922 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $179,344 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $75,914 | OtherDirectExpensesEvent1Amt |
| Event2 | Spring Gala | Event2Nm |
| Gross Receipts Event2 | $321,285 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $188,986 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $132,299 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $59,237 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $23,982 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $28,227 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $48,500 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $36,947 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $11,553 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $9,121 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $13,217 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,139 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $697,627 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $433,690 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $263,937 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $117,159 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,621 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $216,543 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $105,280 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $460,603 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$196,666 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, line 11 | FormAndLineReferenceDesc |
| Explanation | Total Special Event Gross Receipts: $697,627 Total Cost of Special Events: $460,603 Net Income from Special Events: $237,024 Gross proceeds of $433,690 are reclassified as contribution revenue. As such, special event net income is reported on Part II, Line 11 as $-196,666. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Community Health Councils | |||||||
| 3731 Stocker Street Suite 201 | Los Angeles | CA | 90008 | 954487664 | 501(c)(3) | $15,117 | Community Collaboration to reduce burden of Heart Disease |
| UC Regent David Gefffen School | |||||||
| 911 Broxton Avenue | Los Angeles | CA | 90024 | 956006143 | State Of California | $586,364 | Community HIV/AIDS research collaboration with UCLA |
| Drew Cares International (Rwanda) | |||||||
| 10910 Long Beach Blvd Suite 103 | Lynwood | CA | 90262 | 203325709 | 501(c)(3) | $1,032,134 | HIV Treatment and Care in Rwandan Defense |
| ST Johns Well Child and Family Center | |||||||
| 808 West 58th Street | Los Angeles | CA | 90037 | 954067758 | 501(c)(3) | $50,270 | General support for the randomized trial exam of ethnically & cultural intervention to decrease HIV/STD-sexual risk behaviors. |
| Drew Cares International (Angola) | |||||||
| 10910 Long Beach Blvd Suite 103 | Lynwood | CA | 90262 | 203325709 | 501(c)(3) | $1,098,422 | HIV Prevention in the Angolan Military |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Academic Scholarships | GrantTypeTxt |
| Recipient | 257 | RecipientCnt |
| Cash Grant | $632,078 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE REPRESENTS STUDENT FINANCIAL AID. WHEN AWARDING AID, CHARLES R. DREW UNIVERSITY FOLLOWS ALL LAWS AND REGULATIONS OF FEDERAL AND STATE OF CALIFORNIA AID PROGRAMS | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David M Carlisle | ||||||||||||||
| Trustee/President | $401,315 | $0 | $0 | $0 | $2,772 | $0 | $26,180 | $0 | $27,900 | $0 | $458,167 | $0 | $0 | $0 |
| Moshen Bazargan | ||||||||||||||
| Faculty Trustee/Professor | $182,181 | $0 | $0 | $0 | $396 | $0 | $11,997 | $0 | $15,259 | $0 | $209,833 | $0 | $0 | $0 |
| Carl McLaney | ||||||||||||||
| Chief Operating Office | $264,550 | $0 | $0 | $0 | $1,806 | $0 | $2,319 | $0 | $4,917 | $0 | $273,592 | $0 | $0 | $0 |
| John Geraghty CPA | ||||||||||||||
| CFO | $194,654 | $0 | $0 | $0 | $90 | $0 | $13,288 | $0 | $29,225 | $0 | $237,257 | $0 | $0 | $0 |
| Steve Michael PhD | ||||||||||||||
| Provost and VP Academic Affairs | $317,908 | $0 | $0 | $0 | $247 | $0 | $21,192 | $0 | $28,686 | $0 | $368,033 | $0 | $0 | $0 |
| Jaydutt Vadgama PhD | ||||||||||||||
| V.P. Research | $331,226 | $0 | $0 | $0 | $396 | $0 | $21,683 | $0 | $24,269 | $0 | $377,574 | $0 | $0 | $0 |
| Angela Minniefield | ||||||||||||||
| V.P. Advancement | $263,993 | $0 | $0 | $0 | $630 | $0 | $17,165 | $0 | $14,954 | $0 | $296,742 | $0 | $0 | $0 |
| Deborah Prothro-Stith | ||||||||||||||
| Dean, College of Medicine | $268,194 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $95 | $0 | $268,289 | $0 | $0 | $0 |
| Hector Balcazar | ||||||||||||||
| Dean, College of Science and Health | $168,035 | $0 | $0 | $0 | $1,534 | $0 | $9,375 | $0 | $15,353 | $0 | $194,297 | $0 | $0 | $0 |
| John Patton | ||||||||||||||
| Chief Legal Counsel | $245,897 | $0 | $0 | $0 | $2,772 | $0 | $16,042 | $0 | $16,735 | $0 | $281,446 | $0 | $0 | $0 |
| David Martins | ||||||||||||||
| Researcher | $205,279 | $0 | $0 | $0 | $258 | $0 | $13,327 | $0 | $17,963 | $0 | $236,827 | $0 | $0 | $0 |
| Daphne Calmes | ||||||||||||||
| Assitant Dean | $187,390 | $0 | $0 | $0 | $390 | $0 | $12,011 | $0 | $12,885 | $0 | $212,676 | $0 | $0 | $0 |
| Ronald Edelstein | ||||||||||||||
| Assitant Dean | $199,940 | $0 | $0 | $0 | $2,772 | $0 | $13,146 | $0 | $14,315 | $0 | $230,173 | $0 | $0 | $0 |
| Omolola Ogunyemi | ||||||||||||||
| Researcher | $162,359 | $0 | $0 | $0 | $60 | $0 | $10,625 | $0 | $12,056 | $0 | $185,100 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PRESIDENT IS PROVIDED A UNIVERSITY-OWNED RESIDENCE FOR PERSONAL USE. UNIVERSITY FUNCTIONS ARE ALSO HELD AT THIS LOCATION. The organization paid income taxes on the housing benefit. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521705592 | BondIssuerEIN |
| Bond Issued | 2014-12-22 | BondIssuedDt |
| Issue Price | $32,710,625 | IssuePriceAmt |
| Purpose | Refund Prior Issue | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $180,000 | RetiredAmt |
| Total Proceeds | $32,710,625 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $275,625 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $32,435,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
| Business Name Line2 | Capital Services | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 18.516000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE ORGANIZATION'S FINANCE AND ACCOUNTING TEAM WORKS CLOSELY WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 AND THE CFO PERFORMS A REVIEW OF THE FORM 990 PRIOR TO THE TIME IT IS FILED. THE FORM 990 IS SENT TO ALL TRUSTEES BEFORE FILING. |
| Form 990, Part VI, Section B, line 12c | ALL NEW EMPLOYEES MUST COMPLETE A CONFLICT OF INTEREST (COI) FORM AS A REQUIREMENT FOR HIRE. ALL STAFF AND FACULTY MUST RESPOND TO ANNUAL "CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE". ONCE ALL COIS ARE COLLECTED, AND DISCLOSED CONFLICTS ARE PRESENTED TO THE AUDIT & COMPLIANCE COMMITTEE FOR RESOLUTION OR MITIGATION. |
| Form 990, Part VI, Section B, line 15 | The President and CEO was hired in July, 2011 following an exhaustive, nation-wide search. The search was headed by the BOT Vice Chair who assembled a committee representing a cross section of the University and Community. This search committee was over-seen by the BOT Executive Committee. The executive committee evaluated compensation for the president after comparison to peer institutions. No employee of the University receives any form of bonus or incentive compensation. Additionally, the organization hired key employees by conducting a nationwide search for Vice President's and College Dean's. The salaries were determined by input from search firm and comparability to market. |
| Form 990, Part VI, Section C, line 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, line 9: | Unrealized loss on interest swap 1,436,231. |