CLAREMONT LINCOLN UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT LINCOLN UNIVERSITY (EIN 45-1171945)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349313305
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:12:31-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917404676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451171945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT LINCOLN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9096674400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W FIRST STREET SUITE 330 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA RABITOY | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6264846064 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA WALTERS | PreparerPersonNm |
| PTIN | P00744552 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 26E4EC4B385A88FA39A5735B175565A6DEA5E415 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3877D7B1DE71DCD9662C451795298FFD489133B6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA RABITOY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W FIRST ST SUITE 330 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,061,796 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLAREMONTLINCOLN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CLAREMONT LINCOLN IS A GRADUATE UNIVERSITY THAT PROVIDES INNOVATIVE EDUCATIONAL OFFERINGS WITH A GLOBAL IMPERATIVE. STUDENTS WILL DEVELOP CAPACITIES FOR COMPASSIONATE LEADERSHIP ACROSS SOCIAL SECTORS IN AN INTERCONNECTED AGE, THESE INDIVIDUALS WILL ENGAGE IN DIALOGUE AND COLLABORATION ACROSS CULTURAL, IDEOLOGICAL, RELIGIOUS AND ECONOMIC PERSPECTIVES. WE ACHIEVE OUR MISSION WITH THREE AREAS OF ADVANCED INQUIRY AND PRACTICE ETHICAL LEADERSHIP, INTERFAITH ACTION, AND SOCIAL IMPACT. OUR STUDENTS WILL INTEGRATE SELF-KNOWLEDGE WITH CRITICAL PERSPECTIVES AND CONTEMPORARY SKILL TO CREATE SUSTAINABLE SOCIAL CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,957,483 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,033,929 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $332,391 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $696,346 | CYProgramServiceRevenueAmt |
| CY Investment Income | -$22,091 | CYInvestmentIncomeAmt |
| PY Other Revenue | $450 | PYOtherRevenueAmt |
| CY Other Revenue | $161,547 | CYOtherRevenueAmt |
| PY Total Revenue | $4,290,324 | PYTotalRevenueAmt |
| CY Total Revenue | $10,869,731 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $321,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $597,321 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,025,223 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,706,548 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $593,948 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,881,317 | PYOtherExpensesAmt |
| CY Other Expenses | $3,087,691 | CYOtherExpensesAmt |
| PY Total Expenses | $4,227,540 | PYTotalExpensesAmt |
| CY Total Expenses | $8,391,560 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $62,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,478,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,482,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,673,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $705,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $858,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,777,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,815,031 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CLAREMONT LINCOLN IS A GRADUATE UNIVERSITY THAT PROVIDES INNOVATIVE EDUCATIONAL OFFERINGS WITH A GLOBAL IMPERATIVE. STUDENTS WILL DEVELOP CAPACITIES FOR COMPASSIONATE LEADERSHIP ACROSS SOCIAL SECTORS IN AN INTERCONNECTED AGE, THESE INDIVIDUALS WILL ENGAGE IN DIALOGUE AND COLLABORATION ACROSS CULTURAL, IDEOLOGICAL, RELIGIOUS AND ECONOMIC PERSPECTIVES. WE ACHIEVE OUR MISSION WITH THREE AREAS OF ADVANCED INQUIRY AND PRACTICE ETHICAL LEADERSHIP, INTERFAITH ACTION, AND SOCIAL IMPACT. OUR STUDENTS WILL INTEGRATE SELF-KNOWLEDGE WITH CRITICAL PERSPECTIVES AND CONTEMPORARY SKILL TO CREATE SUSTAINABLE SOCIAL CHANGE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,187,267 | ExpenseAmt |
| Grant | $597,321 | GrantAmt |
| Revenue | $696,346 | RevenueAmt |
| Desc | REVENUE AND EXPENSES GO TOWARDS EDUCATION AND GRADUATION OF STUDENTS. | Desc |
| Total Program Service Expenses | $4,187,267 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | LINDA RABITOY | PersonNm |
| Phone | 6264846064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W FIRST STREET STE 330 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| EILEEN ARANDA | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $349,500 | $0 | $31,495 | ||
| JOAN BROWN CAMPBELL | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $55,000 | $0 | $0 | |||
| MEL GOTTLIEB | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $8,000 | $0 | $0 | |||
| JERRY CAMPBELL | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LINCOLN | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN JO LINCOLN | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES DOTY | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE CHANEN | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| TONY DIGIOVANNI | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DARRELL EZELL | ||||||||
| VP | 40.00 | Yes (X) | $165,846 | $0 | $18,275 | |||
| KERRY NEAL | ||||||||
| VP | 40.00 | Yes (X) | $164,500 | $0 | $17,200 | |||
| LINDA RABITOY | ||||||||
| CFO/TREASURE | 40.00 | Yes (X) | $145,369 | $0 | $13,939 | |||
| NANCY BARNES | ||||||||
| DIR HR | 40.00 | Yes (X) | $135,500 | $0 | $8,002 | |||
| DEBORAH BARKER - GARCIA | ||||||||
| VP | 40.00 | Yes (X) | $132,784 | $0 | $15,700 | |||
| WENDY DEAN | ||||||||
| VP | 40.00 | Yes (X) | $53,846 | $0 | $2,872 | |||
| STANLEY WARD | ||||||||
| DEAN CAPSTON | 40.00 | $131,099 | $0 | $14,037 | Yes (X) | |||
| ANITA LEFFEL | ||||||||
| DEAN SOCIAL | 40.00 | $125,192 | $0 | $10,940 | Yes (X) | |||
| ANDREW WILKIN | ||||||||
| DIR OF MARKE | 40.00 | $124,500 | $0 | $9,231 | Yes (X) | |||
| VICTOR MANALO | ||||||||
| DEAN OF CORE | 40.00 | $124,192 | $0 | $4,767 | Yes (X) | |||
| LISA BROWN | ||||||||
| INSTRUCTIONA | 40.00 | $113,000 | $0 | $25,677 | Yes (X) | |||
| LAURA BURGIS | ||||||||
| EXEC. VP | 40.00 | $260,268 | $0 | $21,217 | Yes (X) | |||
| JAY SAMPLE | ||||||||
| SR. VP/CIO | 40.00 | $196,046 | $0 | $20,965 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,284,642 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $214,317 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 15161 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | ADVERTISING | $273,125 |
| SNELL & WILMER LLP | |||||
| 400 E VAN BUREN SUITE 1900 | PHOENIX | AZ | 85004 | LEGAL | $175,953 |
| VALIDATED INSIGHTS INC | |||||
| 961 CUMBERLAND LN | BUFFALO GROVE | IL | 60089 | MARKETING | $126,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $60,429 | FundraisingAmt |
| All Other Contributions | $9,973,500 | AllOtherContributionsAmt |
| Total Contributions | $10,033,929 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $696,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $696,346 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $696,346 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,350 | TotalRevenueColumnAmt |
| Exclusion | $2,350 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $367,802 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $208,693 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $159,109 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,109 | TotalRevenueColumnAmt |
| Exclusion | $159,109 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,910,711 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,935,152 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$24,441 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,441 | TotalRevenueColumnAmt |
| Exclusion | -$24,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $48,220 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,429 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,220 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,438 | TotalRevenueColumnAmt |
| Exclusion | $2,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,438 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,869,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $696,346 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $139,456 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,321 | TotalAmt |
| Program Services | $597,321 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,414 | TotalAmt |
| Program Services | $53,742 | ProgramServicesAmt |
| Management And General | $573,672 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,248 | TotalAmt |
| Program Services | $21,091 | ProgramServicesAmt |
| Management And General | $228,157 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,030,250 | TotalAmt |
| Program Services | $1,992,523 | ProgramServicesAmt |
| Management And General | $698,478 | ManagementAndGeneralAmt |
| Fundraising | $339,249 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,409 | TotalAmt |
| Program Services | $107,416 | ProgramServicesAmt |
| Management And General | $119,926 | ManagementAndGeneralAmt |
| Fundraising | $5,067 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,269 | TotalAmt |
| Program Services | $168,413 | ProgramServicesAmt |
| Management And General | $122,220 | ManagementAndGeneralAmt |
| Fundraising | $27,636 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,958 | TotalAmt |
| Program Services | $131,737 | ProgramServicesAmt |
| Management And General | $95,603 | ManagementAndGeneralAmt |
| Fundraising | $21,618 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,602 | TotalAmt |
| Management And General | $153,602 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,639 | TotalAmt |
| Management And General | $20,639 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,289 | TotalAmt |
| Program Services | $261,046 | ProgramServicesAmt |
| Management And General | $103,641 | ManagementAndGeneralAmt |
| Fundraising | $48,602 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,317 | TotalAmt |
| Management And General | $853,968 | ManagementAndGeneralAmt |
| Fundraising | $11,349 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,918 | TotalAmt |
| Program Services | $1,414 | ProgramServicesAmt |
| Management And General | $31,072 | ManagementAndGeneralAmt |
| Fundraising | $1,432 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,455 | TotalAmt |
| Program Services | $242,455 | ProgramServicesAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,574 | TotalAmt |
| Program Services | $121,670 | ProgramServicesAmt |
| Management And General | $106,570 | ManagementAndGeneralAmt |
| Fundraising | $24,334 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,039 | TotalAmt |
| Program Services | $51,756 | ProgramServicesAmt |
| Management And General | $41,678 | ManagementAndGeneralAmt |
| Fundraising | $22,605 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,237 | TotalAmt |
| Program Services | $18,079 | ProgramServicesAmt |
| Management And General | $8,053 | ManagementAndGeneralAmt |
| Fundraising | $1,105 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,918 | TotalAmt |
| Program Services | $87,459 | ProgramServicesAmt |
| Management And General | $69,967 | ManagementAndGeneralAmt |
| Fundraising | $17,492 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,967 | TotalAmt |
| Management And General | $49,967 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $136,170 | $87,950 | $48,220 | |
| SETTLEMENTS | $101,000 | $101,000 | ||
| DUES & SUBSCRIPTIONS | $91,292 | $67,371 | $9,837 | $14,084 |
| OTHER EXPENSE | $89,226 | $44,613 | $8,923 | $35,690 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,048 | TotalAmt |
| Program Services | $131,211 | ProgramServicesAmt |
| Management And General | $179,358 | ManagementAndGeneralAmt |
| Fundraising | $6,479 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391,560 | TotalAmt |
| Program Services | $4,187,267 | ProgramServicesAmt |
| Management And General | $3,610,345 | ManagementAndGeneralAmt |
| Fundraising | $593,948 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,844 | BOYAmt |
| EOY | $2,086,311 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,624 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,035,150 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,941 | BOYAmt |
| EOY | $14,328 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,000 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,658,857 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,741 | BOYAmt |
| EOY | $229,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,094,288 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $489,161 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,606 | BOYAmt |
| EOY | $6,605,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,482,906 | BOYAmt |
| EOY | $14,673,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,738 | BOYAmt |
| EOY | $858,918 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,738 | BOYAmt |
| EOY | $858,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,706,572 | BOYAmt |
| EOY | $13,769,761 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,596 | BOYAmt |
| EOY | $45,270 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,777,168 | BOYAmt |
| EOY | $13,815,031 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,482,906 | BOYAmt |
| EOY | $14,673,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,478,171 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $6,559,692 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,636,134 | OtherCostOrOtherBasisAmt |
| Book Value | $3,636,134 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,580,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,250 | DepreciationAmt |
| Book Value | $2,504,750 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,562 | DepreciationAmt |
| Book Value | $213,004 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $325,349 | DepreciationAmt |
| Book Value | $251,239 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,605,127 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,272,410 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$597,321 | OtherRevenueAmt |
| Revenue Not Reported | -$597,321 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,869,731 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,869,731 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,794,239 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,794,239 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $597,321 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $597,321 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,391,560 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | AS OF AUGUST 22, 2014, THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE UNIVERSITY IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE(IRC) SECTION 501(C)3 AND AS A PUBLIC CHARITY AS DEFINED IN IRC SECTION 170(B)(1)(A)(VI) AS OF DECEMBER 22, 2010. AS SUCH, CONTRIBUTIONS TO THE UNIVERSITY ARE DEDUCTIBLE UNDER IRC SECTION 170 AND THE UNIVERSITY IS QUALIFIED TO RECEIVE TAX DEDUCTIBLE BEQUESTS, DEVICES, TRANSFERS OR GIFTS UNDER IRC SECTIONS 2055, 2106 OR 2522. THE IRS DETERMINATION QUALIFIES THE UNIVERSITY FOR TAX EXEMPTION THROUGH SIMILAR PROVISIONS OF THE CALIFORNIA FRANCHISE TAX CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SCHOLARSHIPS -597,321 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS 597,321 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | TO BE COMPLETED BY CLIENT | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPOTLIGHT GALA | Event1Nm |
| Gross Receipts Event1 | $108,649 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,429 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,220 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $48,220 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $108,649 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,429 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $48,220 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $48,220 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,220 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 231 | RecipientCnt |
| Cash Grant | $597,321 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ON JULY 1, 2014, CLU ELECTED TEMPORARILTY TO NOT PARTICIPATE IN THE FEDERAL TITLE IV FUNDING PROGRAM. EFFECTIVE FEBRUARY 11, 2016, THE UNIVERSITY WAS GRANTED PROVISIONAL CERTIFICATION THROUGH JUNE 30, 2017 TO PARTICIPATE IN THE TITLE IV HIGHER EDUCATION ACT OF 1965 (HEA) PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| EILEEN ARANDA | ||||
| PRESIDENT | $349,500 | $23,081 | $8,414 | $380,995 |
| DARRELL EZELL | ||||
| VP | $165,846 | $12,375 | $5,900 | $184,121 |
| KERRY NEAL | ||||
| VP | $164,500 | $17,200 | $181,700 | |
| LINDA RABITOY | ||||
| CFO/TREASURER | $145,369 | $11,139 | $2,800 | $159,308 |
| LAURA BURGIS | ||||
| EXEC. VP | $260,268 | $12,008 | $9,209 | $281,485 |
| JAY SAMPLE | ||||
| SR. VP/CIO | $196,046 | $15,065 | $5,900 | $217,011 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOTE RECEIVABLE - EILEEN ARANDA | PersonNm |
| Loan Purpose | FINANCIAL VIABILITY | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $100,000 | OriginalPrincipalAmt |
| Balance Due | $60,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $60,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | CLAREMONT LINCOLN IS A GRADUATE UNIVERSITY THAT PROVIDES INNOVATIVE EDUCATIONAL OFFERINGS WITH A GLOBAL IMPERATIVE. STUDENTS WILL DEVELOP CAPACITIES FOR COMPASSIONATE LEADERSHIP ACROSS SOCIAL SECTORS IN AN INTERCONNECTED AGE, THESE INDIVIDUALS WILL ENGAGE IN DIALOGUE AND COLLABORATION ACROSS CULTURAL, IDEOLOGICAL, RELIGIOUS AND ECONOMIC PERSPECTIVES. WE ACHIEVE OUR MISSION WITH THREE AREAS OF ADVANCED INQUIRY AND PRACTICE ETHICAL LEADERSHIP, INTERFAITH ACTION, AND SOCIAL IMPACT. OUR STUDENTS WILL INTEGRATE SELF-KNOWLEDGE WITH CRITICAL PERSPECTIVES AND CONTEMPORARY SKILL TO CREATE SUSTAINABLE SOCIAL CHANGE. |
| FORM 990, PAGE 6, PART VI, LINE 2 | DAVID LINCOLN KATHRYN JO LINCOLN DIRECTOR DIRECTOR FATHER-DAUGHTER RELATIONSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS DISTRIBUTED TO THE FULL UNIVERSITY BOARD OF DIRECTORS FOR REVIEW. A REPRESENTATIVE OF THE BOARD REVIEWS THE FORM 990 BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ACCORDING TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON SHALL MAKE AN APPROPRIATE DISCLOSURE OF ALL MATERIAL FACTS, INCLUDING THE EXISTENCE OF ANY FINANCIAL INTEREST, AT ANY TIME THAT ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ETHICAL QUESTION ARISES AFTER DISCLOSURE OF ALL MATERIAL FACTS AND ANY FOLLOW-UP DISCUSSION WITH THE INTERESTED PERSON WITH A POTENTIAL CONFLICT OF INTEREST, A DETERMINATION MUST BE MADE ABOUT WHETHER A MATERIAL FINANCIAL INTEREST, SELF DEALING TRANSACTION OR OTHER KIND OF ACTUAL CONFLICT EXISTS IF THE POTENTIAL CONFLICT IS FIRST DISCLOSED DURING A BOARD OR COMMITIEE MEETING AT WHICH THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT IS IN ATTIENDANCE, THE INTERESTED PERSON SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS EITHER DISCUSSED AND VOTED UPON OR REFERRED FOR FURTHER CONSIDERATION IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, THEN THE MATTER IN QUESTION CAN ONLY BE AUTHORIZED IF APPROVED BY THE VOTE DESCRIBED IN SECTION 6A AND 6B OF THE POLICY. EACH PERSON SUBJECT TO THIS POLICY SHALL ANNUALLY SIGN A STATEMENT ON THE CONFLICT OF INTEREST DISCLOSURE FORM OR SUCH OTHER FORM AS THE BOARD ADOPTS, WHICH AT A MINIMUM AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE UNIVERSITY IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY INACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, INTERESTED PERSONS SHALL MAKE AN ANNUAL DISCLOSURE OF ON-GOING RELATIONSHIPS AND INTERESTS THAT MAY PRESENT A CONFLICT OF INTEREST. DISCLOSURES SHOULD ADDRESS CURRENT AFFILIATIONS, AS WELL AS PAST AFFILIATIONS FOR THE PRIOR TWO YEARS. CONFLICT OF INTEREST DISCLOSURE FORMS WILL BE SUBMITTED TO THE CHAIRPERSON OF THE BOARD OR TO THE PERSON S/HE DESIGNATES AND THE FULL BOARD APPROVES ANNUALLY, AND WHEN APPROPRIATE, AT OR PRIOR TO ACTION ON RELEVANT BUSINESS TRANSACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION OF THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, THE SENIOR VICE PRESIDENT OF OPERATIONS /CHIEF INFORMATION OFFICER AND THE EXECUTIVE VP WAS REVIEWED BY THE BOARD AFTER THE COMPLETION OF AN INDEPENDENT COMPENSATION STUDY. THE COMPENSATION OF THE PRESIDENT WAS SET BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE CFO, SR VP OF OPS/CIO AND EVP COMPENSATION WAS SET BY THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | SCHOLARSHIPS -597,321 SCHOLARSHIPS 597,321 |