WOODBURY UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WOODBURY UNIVERSITY (EIN 95-2786163)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201841359349306019
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:04:49-05:00 | 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 | 952786163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Woodbury University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 8187670888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 Glenoaks Blvd | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915107846 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr David Steele-Figueredo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8187670888 | PhoneNum |
| Signature | 2018-05-15 | 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 | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.90.17.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 11:15:22 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41F3D51277C721D7E64869098416E4BAA04E310D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr David Steele-Figuered | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 Glenoaks Blvd | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915107846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,032,310 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODBURY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1884 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | University programs for students that leads to an undergraduate or graduate degree. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 833 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,912,836 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,490,146 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,101,643 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,301,771 | CYProgramServiceRevenueAmt |
| PY Investment Income | $857,998 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,109,158 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,563,154 | PYOtherRevenueAmt |
| CY Other Revenue | $2,531,786 | CYOtherRevenueAmt |
| PY Total Revenue | $52,435,631 | PYTotalRevenueAmt |
| CY Total Revenue | $48,432,861 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,972,117 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,762,859 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,597,598 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,092,595 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $418,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,960,934 | PYOtherExpensesAmt |
| CY Other Expenses | $16,398,024 | CYOtherExpensesAmt |
| PY Total Expenses | $56,530,649 | PYTotalExpensesAmt |
| CY Total Expenses | $50,253,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,095,018 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,820,617 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,262,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,722,463 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,005,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,060,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,256,956 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,662,293 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Woodbury University empowers people to do extraordinary things. We transform students into liberally educated professionals and socially responsible citizens by integrating liberal arts, design thinking, entrepreneurship, and civic engagement into all programs. We achieve academic excellence by creating external partnerships, implementing effective internal processes, and ensuring quality in all programs and services.Successful Woodbury graduates are ambassadors for the university. They are innovative leaders who help individuals and communities flourish. They are known for being strong communicators, ethical thinkers and creative problem-solvers with a deep commitment to sustainability and social justice. They are knowledgeable in their disciplines and eager for collaboration and continuous learning. They integrate professional skills with global citizenship, entrepreneurial energy, and intellectual curiosity. Woodbury graduates make a difference. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,529,417 | ExpenseAmt |
| Grant | $9,762,859 | GrantAmt |
| Revenue | $43,301,771 | RevenueAmt |
| Desc | Woodbury University transforms students into innovative professionals who will contribute responsibly to the global community. We achieve academic excellence by focusing on purposeful student engagement, establishing external partnerships and ensuring that all our processes, services and environment enrich the student experience. | Desc |
| Total Program Service Expenses | $42,529,417 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 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 | 1543 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 833 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Office of the Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8182525245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 Glenoaks Blvd | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915107846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| GREGORY LIPPE | |||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIA MEHRANIAN | |||||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David Steele-Figueredo | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $448,950 | $0 | $0 | |||
| DAVID DAUWALDER | |||||||||
| Provost (thru 7/1/16) | 40.00 | Yes (X) | Yes (X) | $155,991 | $0 | $0 | |||
| RONALD ALTOON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID BLLITZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Adriana Boeka | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID R CRONENBOLD JR | |||||||||
| TRUSTEE (thru 11/22/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH DE BRIYN | |||||||||
| TRUSTEE (thru 12/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Talin Fakhoorian | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Kummer | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ZELDA GILBERT | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| YOLANDA GORMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAN HANSSEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Afshin Kateb | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT KOHNO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY KURTZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Ma | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PEGI MATSUDA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MALCOLM MCNEIL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER MOSHER JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce Munster | |||||||||
| Trustee (thru 11/5/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIERAN NOLAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CURT PRINGLE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD SODERLING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD SPIEGEL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDITH TAMKIN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM THOMAS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SETA JAVOR | |||||||||
| BOARD SECRETARY | 40.00 | Yes (X) | $114,231 | $0 | $6,641 | ||||
| DAVID LACHINA from 72516 | |||||||||
| VP FINANCE & ADMIN | 40.00 | Yes (X) | $73,961 | $0 | $3,062 | ||||
| PHYLLIS CREMER | |||||||||
| VP STUDENT DEV. (thru 10/15/16) | 40.00 | $207,601 | $0 | $13,218 | Yes (X) | ||||
| RANDALL STAUFFER | |||||||||
| Sr. VP of Academic Affairs | 40.00 | $212,225 | $0 | $27,342 | Yes (X) | ||||
| NATALIE AVALOS | |||||||||
| VP ADMIN SERVICES & HR | 40.00 | $158,277 | $0 | $14,882 | Yes (X) | ||||
| ANDRE VAN NIEKERK | |||||||||
| Dean | 40.00 | $238,133 | $0 | $27,410 | Yes (X) | ||||
| JOAN MARQUES PhD | |||||||||
| Dean | 40.00 | $170,124 | $0 | $23,653 | Yes (X) | ||||
| SUSAN VESSELLA | |||||||||
| Dean | 40.00 | $150,000 | $0 | $20,009 | Yes (X) | ||||
| INGALILL WAHLROOS-RITTER | |||||||||
| Dean | 40.00 | $147,807 | $0 | $21,422 | Yes (X) | ||||
| MAURO DIAZ | |||||||||
| Dean | 40.00 | $125,886 | $0 | $15,469 | Yes (X) | ||||
| Shari Gibbons | |||||||||
| Former CMO | 40.00 | $111,776 | $0 | $11,177 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,314,962 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,285 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit | |||||
| PO Box 50196 | Los Angeles | CA | 900740196 | Catering | $1,040,074 |
| US Bank | |||||
| PO Box 790408 | St Louis | MO | 631790408 | Credit Card Processing | $622,300 |
| Kibel | |||||
| 12300 Wilshire Blvd Suite 300 | Los Angeles | CA | 90025 | Accounting | $583,527 |
| Global Protective Services | |||||
| 24973 W Ave Stanford | Valencia | CA | 91355 | Security | $572,081 |
| Ruffalo Noel-Levitz | |||||
| PO Box 718 | Des Moines | IA | 503030718 | Consulting | $469,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,400 | FundraisingAmt |
| Government Grants | $578,463 | GovernmentGrantsAmt |
| All Other Contributions | $854,283 | AllOtherContributionsAmt |
| Noncash Contributions | $47,683 | NoncashContributionsAmt |
| Total Contributions | $1,490,146 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 900099 | $43,280,955 | $43,280,955 |
| Perkins Loan Interest | 900099 | $20,816 | $20,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,301,771 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $825,131 | TotalRevenueColumnAmt |
| Exclusion | $825,131 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,736,523 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,452,496 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $284,027 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,027 | TotalRevenueColumnAmt |
| Exclusion | $284,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,046 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $146,953 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$137,907 | TotalRevenueColumnAmt |
| Exclusion | -$137,907 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Room and Board | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,076,312 | TotalRevenueColumnAmt |
| Exclusion | $2,076,312 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $593,381 | TotalRevenueColumnAmt |
| Exclusion | $593,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,669,693 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,432,861 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,301,771 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,640,944 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,762,859 | TotalAmt |
| Program Services | $9,762,859 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,558,476 | TotalAmt |
| Program Services | $16,854,885 | ProgramServicesAmt |
| Management And General | $2,479,571 | ManagementAndGeneralAmt |
| Fundraising | $224,020 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406,715 | TotalAmt |
| Program Services | $1,263,188 | ProgramServicesAmt |
| Management And General | $127,636 | ManagementAndGeneralAmt |
| Fundraising | $15,891 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,473,061 | TotalAmt |
| Program Services | $1,276,700 | ProgramServicesAmt |
| Management And General | $174,946 | ManagementAndGeneralAmt |
| Fundraising | $21,415 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,654,343 | TotalAmt |
| Program Services | $1,446,937 | ProgramServicesAmt |
| Management And General | $187,228 | ManagementAndGeneralAmt |
| Fundraising | $20,178 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,336 | TotalAmt |
| Management And General | $373,336 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,606 | TotalAmt |
| Management And General | $478,606 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,377 | TotalAmt |
| Management And General | $132,377 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,764 | TotalAmt |
| Program Services | $665,830 | ProgramServicesAmt |
| Management And General | $901,984 | ManagementAndGeneralAmt |
| Fundraising | $4,950 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,389 | TotalAmt |
| Program Services | $195,891 | ProgramServicesAmt |
| Management And General | $136,354 | ManagementAndGeneralAmt |
| Fundraising | $6,144 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,284 | TotalAmt |
| Program Services | $442,337 | ProgramServicesAmt |
| Management And General | $575,221 | ManagementAndGeneralAmt |
| Fundraising | $16,726 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,663 | TotalAmt |
| Program Services | $511,836 | ProgramServicesAmt |
| Management And General | $294,576 | ManagementAndGeneralAmt |
| Fundraising | $33,251 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,520 | TotalAmt |
| Program Services | $1,191,460 | ProgramServicesAmt |
| Management And General | $503,161 | ManagementAndGeneralAmt |
| Fundraising | $5,899 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,808 | TotalAmt |
| Program Services | $150,187 | ProgramServicesAmt |
| Management And General | $33,226 | ManagementAndGeneralAmt |
| Fundraising | $2,395 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,690 | TotalAmt |
| Program Services | $226,428 | ProgramServicesAmt |
| Management And General | $47,859 | ManagementAndGeneralAmt |
| Fundraising | $57,403 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,114 | TotalAmt |
| Program Services | $1,366,114 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,210,573 | TotalAmt |
| Program Services | $3,210,573 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,138 | TotalAmt |
| Management And General | $348,138 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Security | $835,426 | $835,426 |
| Residential Food Servic | $635,483 | $635,483 |
| Student Activity Expens | $540,999 | $540,999 |
| Restricted Expense | $320,178 | $320,178 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,676 | TotalAmt |
| Program Services | $1,632,106 | ProgramServicesAmt |
| Management And General | $511,000 | ManagementAndGeneralAmt |
| Fundraising | $10,570 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,253,478 | TotalAmt |
| Program Services | $42,529,417 | ProgramServicesAmt |
| Management And General | $7,305,219 | ManagementAndGeneralAmt |
| Fundraising | $418,842 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,827,893 | BOYAmt |
| EOY | $1,002,660 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,147 | BOYAmt |
| EOY | $69,426 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,803,259 | BOYAmt |
| EOY | $2,345,569 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,883 | BOYAmt |
| EOY | $1,046,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,512,108 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,921,017 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,730,795 | BOYAmt |
| EOY | $42,591,091 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,349,190 | BOYAmt |
| EOY | $22,575,635 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,004,767 | BOYAmt |
| EOY | $1,903,352 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,392 | BOYAmt |
| EOY | $188,392 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,262,326 | BOYAmt |
| EOY | $71,722,463 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,651 | BOYAmt |
| EOY | $961,155 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,558 | BOYAmt |
| EOY | $841,424 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,840,000 | BOYAmt |
| EOY | $25,970,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,000 | BOYAmt |
| EOY | $2,750,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,318,161 | BOYAmt |
| EOY | $8,537,591 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,005,370 | BOYAmt |
| EOY | $39,060,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,267,834 | BOYAmt |
| EOY | $23,806,889 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,953 | BOYAmt |
| EOY | $1,611,513 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,701,169 | BOYAmt |
| EOY | $7,243,891 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,256,956 | BOYAmt |
| EOY | $32,662,293 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,262,326 | BOYAmt |
| EOY | $71,722,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,820,617 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,603,523 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,622,431 | 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
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 | $22,902,157 | BeginningYearBalanceAmt |
| Contributions | $544,668 | ContributionsAmt |
| Investment Earnings Or Losses | $2,385,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,671,510 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,161,207 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,538,644 | BeginningYearBalanceAmt |
| Contributions | $621,669 | ContributionsAmt |
| Investment Earnings Or Losses | $442,317 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $700,473 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,902,157 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,761,926 | BeginningYearBalanceAmt |
| Contributions | $893,219 | ContributionsAmt |
| Investment Earnings Or Losses | -$944,343 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $172,158 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,538,644 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,385,220 | BeginningYearBalanceAmt |
| Contributions | $1,350,303 | ContributionsAmt |
| Investment Earnings Or Losses | $2,228,125 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $201,722 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,761,926 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,055,312 | BeginningYearBalanceAmt |
| Contributions | $545,661 | ContributionsAmt |
| Investment Earnings Or Losses | $1,962,674 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,427 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,385,220 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01240 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22770 | 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 | $7,384,774 | OtherCostOrOtherBasisAmt |
| Book Value | $7,384,774 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,768,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,258,705 | DepreciationAmt |
| Book Value | $32,509,986 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,290,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,426,479 | DepreciationAmt |
| Book Value | $1,864,417 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,067,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,235,833 | DepreciationAmt |
| Book Value | $831,914 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,591,091 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER PAYABLES | $336,264 |
| ACCRUED PENSION | $7,024,754 |
| BOND INTEREST PAYABLE | $512,908 |
| STUDENT FUNDS PAYABLE/DEPOSITS | $549,633 |
| GIFT ANNUITY OBLIGATION | $114,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,537,591 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,910,532 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,603,523 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $146,953 | OtherRevenueAmt |
| Revenue Not Reported | $1,750,476 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,160,056 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $132,377 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,140,428 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,272,805 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,432,861 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,505,195 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $146,953 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $146,953 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,358,242 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $132,377 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,762,859 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,895,236 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,253,478 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The University has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the market value as of the donation date of the endowment assets. |
| Part X, Line 2: | The Internal Revenue Service has ruled that the University qualifies under Section 501(c)(3) of the Internal Revenue Code and is therefore not subject to income taxes for activities related to its exempt programs. Management is not aware of any event which would cause the University to be disqualified from its tax exempt status. The University had no unrecognized tax benefits at June 30, 2017 and 2016. The University files an exempt organization return in the U.S. federal jurisdiction and with the California Franchise Tax Board. The University follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the consolidated 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 University for uncertain tax positions as of June 30, 2017. |
| Part XI, Line 2d - Other Adjustments: | Reclass Special Event Expense 146,953. |
| Part XI, Line 4b - Other Adjustments: | Change in Minimum Pension Liability -3,622,431. Expense Reclass - Financial Aid 300,244. Expense Reclass - Funded Scholarships 9,462,615. |
| Part XII, Line 2d - Other Adjustments: | Reclass Special Event Expense 146,953. |
| Part XII, Line 4b - Other Adjustments: | Expense Reclass - Funded Scholarships 9,462,615. Expense Reclass - Financial Aid 300,244. |
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 UNIVERSITY'S NONDISCRIMINATION POLICY IS STATED IN ALL UNIVERSITY PUBLICATIONS, APPLICATIONS, RECRUITING LITERATURE, CATALOGUES, ETC. IT IS ALSO POSTED PROMINENTLY ON CAMPUS. |
| Schedule E, Part I, Line 6 | The University participates in the Perkins Loan Program. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fashion Show Benefit | Event1Nm |
| Gross Receipts Event1 | $66,446 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,046 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $31,495 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,667 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $77,380 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $23,411 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $66,446 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,400 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,046 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,495 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,667 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $77,380 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,411 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $146,953 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$137,907 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Institutional Student Aid | 876 | $9,462,615 |
| Funded Scholarships | 82 | $300,244 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | FOR ADMINISTERING GOVERNMENT GRANT FUNDS, DEAN OF STUDENT AFFAIRS REVIEWS THE DO-NOT-USE VENDOR LIST PUBLISHED BY THE GOVERNMENT TO BE IN COMPLIANCE WITH G5 (SAM) REQUIREMENTS. Financial aids disbursements are posted to student's account based on the approved cost of attendance for each student. The posted financial aid is then used to offset the cost of tuition and other education related expenses. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 Steele-Figueredo | ||||||||||||||
| PRESIDENT | $341,250 | $0 | $0 | $0 | $107,700 | $0 | $0 | $0 | $0 | $0 | $448,950 | $0 | $0 | $0 |
| DAVID DAUWALDER | ||||||||||||||
| Provost (thru 7/1/16) | $155,991 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $155,991 | $0 | $0 | $0 |
| PHYLLIS CREMER | ||||||||||||||
| VP STUDENT DEV. (thru 10/15/16) | $130,878 | $0 | $1,300 | $0 | $75,423 | $0 | $13,218 | $0 | $0 | $0 | $220,819 | $0 | $0 | $0 |
| RANDALL STAUFFER | ||||||||||||||
| Sr. VP of Academic Affairs | $212,225 | $0 | $0 | $0 | $0 | $0 | $20,802 | $0 | $6,540 | $0 | $239,567 | $0 | $0 | $0 |
| NATALIE AVALOS | ||||||||||||||
| VP ADMIN SERVICES & HR | $158,277 | $0 | $0 | $0 | $0 | $0 | $8,225 | $0 | $6,657 | $0 | $173,159 | $0 | $0 | $0 |
| ANDRE VAN NIEKERK | ||||||||||||||
| Dean | $234,543 | $0 | $0 | $0 | $3,590 | $0 | $20,769 | $0 | $6,641 | $0 | $265,543 | $0 | $0 | $0 |
| JOAN MARQUES PhD | ||||||||||||||
| Dean | $113,760 | $0 | $56,364 | $0 | $0 | $0 | $17,012 | $0 | $6,641 | $0 | $193,777 | $0 | $0 | $0 |
| SUSAN VESSELLA | ||||||||||||||
| Dean | $150,000 | $0 | $0 | $0 | $0 | $0 | $15,000 | $0 | $5,009 | $0 | $170,009 | $0 | $0 | $0 |
| INGALILL WAHLROOS-RITTER | ||||||||||||||
| Dean | $127,620 | $0 | $20,187 | $0 | $0 | $0 | $14,781 | $0 | $6,641 | $0 | $169,229 | $0 | $0 | $0 |
| Shari Gibbons | ||||||||||||||
| Former CMO | $111,776 | $0 | $0 | $0 | $0 | $0 | $11,177 | $0 | $0 | $0 | $122,953 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The University pays the monthly membership dues for the social club to which both Mr. Van Niekerk belongs. The membership dues are not included as taxable compensation as they are for business purposes only. A housing allowance is provided to the President and is included as taxable compensation. Business travel for companions is allowed for the President's spouse and is not included as taxable compensation since such related travel is for business purposes. |
| Part I, Line 7 | Bonuses are approved by the board of trustees and awarded based on meeting goals. |
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 Municipal Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| Bond Issued | 2014-12-23 | BondIssuedDt |
| Issue Price | $38,403,740 | IssuePriceAmt |
| Purpose | Construction and Remodeling of Buildings | 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 | $11,870,000 | RetiredAmt |
| Total Proceeds | $38,403,740 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $632,172 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $175,577 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $25,901,568 | CapitalExpendituresAmt |
| Other Spent Proceeds | $534,540 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| 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 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch K, Part II, column A, line 3, Total Proceeds of Issue | Proceeds used to currently refund prior issue 1/11/06 $15,199,000; proceeds used to advance refund prior issue 2/27/07 $6,377,271; nonrefunding proceeds of issue (net bond issuance costs of $632,172) $16,195,297. |
| Sch K, Part II, column A, line 11, Other Spent Funds | Other spent funds represent refunded bonds issuance costs. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,137 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Inkwell Collection | 1 | $32,000 | Appraisal |
| Yes (X) | Desks | 1 | $9,546 | Appraisal |
| 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 amount reported in Part I Column (b) represents the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A copy of Form 990 is presented, reviewed, and approved by the Board of Trustees-Finance Committee. Our Form 990 is available for review or copy given to any Trustee requesting it. |
| Form 990, Part VI, Section B, line 12c | On an annual basis, both the Board of Trustees and executive management prepare conflict of interest transaction forms, and any improper transactions are identified. |
| Form 990, Part VI, Section B, line 15 | The University's compensation policy is designed to provide equitable compensation to each employee reflective of the duties and responsibilities of his/her position; to maintain an equitable relationship between salaries paid by the university and those paid externally for comparable occupational groups; to reward employees on the basis of performance and length of service, etc. In order to achieve these objectives, the program consists of position descriptions that define the content of each position, a competitive salary structure that takes into account what other organizations pay for similar work, position evaluations that place positions into appropriate salary grades within the salary structure, and salary planning that provides the basis for salary increases to recognize performance and salary movement in the external marketplace. President's Compensation - The University's Board of Trustees annually reviews the President's compensation package. Their review is based on the study of comparative salary and benefits data for presidents at comparable independent colleges and universities in California. The most recent review occurred during 2013 and became effective July 1, 2013. Because institutions are placed in categories dependent on institutional characteristics that include enrollment, endowment, numbers of full-time faculty, revenue budget, etc., the Board determines its decision by studying not only those institutions in the same category as Woodbury (Group IVA) but also those in Group III, Groups II-B and II-A. The Board also exercises final authority in terms of any across-the-board CPI increases and/or changes to the benefits package. Top Management, Officers & Key Employees - The salary administration objectives noted in the initial paragraph above utilize a point-rating job classification system that determines the relative value of all positions. The classification system defines those characteristics of "factors" that are present in all positions evaluated within the system. The degree to which each "factor" is present in a given job is determined and a point value is assigned to each factor. The sum of these point values determines the position grade that responds to a salary structure to ensure equity. The University recognizes the need for individualized salary "studies" for several top management positions whose grade assignment comprises the upper levels of the grade structure. In such instances, salaries within the salary structure that are below market and that are required to attract and retain qualified personnel who can perform the tasks necessary for the successful operation of the University are reviewed by position using the same criteria as the Board utilizes for review of the President's compensation package. All full-time faculty, including full-time librarians, are compensated based on assigned rank according to a set of criteria defined in the Faculty Handbook. These criteria cover educational requirements, teaching experience, professional development and community service. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| Form 990, Part VII, Section A: | Shari Gibbons was employed by Woodbury until 6/30/16. She was no longer employed during the June 30 fiscal year reported on this return. Because compensation on Part VII is reported on a calendar year end, we are reporting Shari's compensation from the time period of 1/1/16 through 6/30/16. |
| Form 990, Part XI, line 9: | CHANGE IN MINIMUM PENSION LIABILITY 3,622,431. |
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