2017-02-15T10:33:15-06:00 2016-06-30 941341042 FRANK RIMERMAN & CO LLP 60 S MARKET STREET SUITE 500 SAN JOSE CA 95113 990 2015-07-01 941167403 INTERNATIONAL HOUSE INTE 5106438315 2299 PIEDMONT AVENUE BERKELEY CA 947202320 HANS GIESECKE EXECUTIVE DIRECTOR 5106438315 2017-02-14 1 PRERNA JAGADA P01063809 4082795566 2015 2021-01-29 14:40:06Z HANS GIESECKE 2299 PIEDMONT AVENUE BERKELEY CA 947202320 27312782 0 X HTTP://IHOUSE.BERKELEY.EDU X 1929 CA PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. 28 28 0 0 1904 -1221 1906590 900781 12210716 12688247 929423 4108932 490508 654199 15537237 18352159 603717 931402 0 0 0 0 0 0 473625 18575572 15034271 19179289 15965673 -3642052 2386486 36179749 32212771 7146022 4967179 29033727 27245592 THE MISSION OF INTERNATIONAL HOUSE IS TO FOSTER INTERCULTURAL RESPECT, UNDERSTANDING, LIFELONG FRIENDSHIPS AND LEADERSHIP SKILLS FOR THE PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. 0 0 13870412 931402 13355932 INTERNATIONAL HOUSE IS A MULTI-CULTURAL CAMPUS RESIDENT AND PROGRAM CENTER THAT PROVIDED ROOM AND BOARD FOR APPROXIMATELY 1,000 INDIVIDUALS; PROVIDED A SOCIAL ENVIRONMENT FOR STUDENTS FROM APPROXIMATELY 70 COUNTRIES WORLDWIDE; AND PROVIDED INTERCULTURAL PROGRAMS TO FURTHER INTERNATIONAL UNDERSTANDING. 13870412 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 11 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 28 28 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X SHIRLEY SPILLER 5106438315 2299 PIEDMONT AVENUE BERKELEY CA 947202320 X X NICHOLAS DIRKS CHAIRMAN 0.40 X X 0 0 0 ROBERT WONG VICE CHAIR 2.00 X X 0 0 0 EUGENE YANO TREASURER 3.00 X X 0 0 0 PETER ROBERTSON VICE CHAIR EMERITUS 0.40 X 0 0 0 JOHN BRONSON DEVELOPMENT CHAIR 0.40 X 0 0 0 RICHARD DISHNICA HOUSE CHAIR 2.00 X 0 0 0 ROBERT DUFFY PROGRAMS CO-CHAIR 0.40 X 0 0 0 DIANE DWYER TECHNOLOGY CHAIR 0.40 X 0 0 0 JAWAHAR GIDWANI NOMINATIONS CHAIR 0.40 X 0 0 0 JOAN KASK BOARD MEMBER 0.60 X 0 0 0 KIT CHOY LOKE AUDIT CHAIR 0.80 X 0 0 0 SIMON LOWES CO-CHAIR PROGRAMS 0.80 X 0 0 0 RICHARD PALMER FINANCIAL AID CHAIR 0.50 X 0 0 0 FIONA M DOYLE BOARD MEMBER 0.40 X 0 0 0 JUDITH DUNBAR BOARD MEMBER 0.40 X 0 0 0 ATEF ELTOUKHY BOARD MEMBER 0.40 X 0 0 0 CHARLES FERGUSON BOARD MEMBER 0.40 X 0 0 0 CHRISTINA JANSSEN BOARD MEMBER 0.40 X 0 0 0 JANE KATSURA BOARD MEMBER 0.40 X 0 0 0 MILAN KAUR BOARD MEMBER 0.80 X 0 0 0 DANIEL MOUEN MAKOUA BOARD MEMBER 0.40 X 0 0 0 RON SILVA BOARD MEMBER 0.40 X 0 0 0 KWEI U BOARD MEMBER 0.50 X 0 0 0 TEJASH UNADKAT BOARD MEMBER 0.40 X 0 0 0 CHRISTOPHER ZAND BOARD MEMBER 0.40 X 0 0 0 AVANTIKA SOOD RESIDENT/STUDENT 0.40 X 0 0 0 ISABELLE CATAPANG RESIDENT/STUDENT 0.40 X 0 0 0 FADI FRANCIS RESIDENT/STUDENT 0.40 X 0 0 0 HANS GIESECKE EXECUTIVE DIRECTOR 40.00 X 0 0 0 SHIRLEY SPILLER CFO 40.00 X 0 0 0 BONNIE JOHNSTON SECRETARY 40.00 X 0 0 0 0 0 0 0 0 0 0 THE REGENTS OF UC 140 UNIVERSITY HALL BERKELEY CA 94720 PAYROLL, UTILITIES, FACILITIES, ETC 7848364 PLANT CONSTRUCTION COMPANY 300 NEWHALL STREET SAN FRANCISCO CA 94124 CONTRACTOR/FACILITIES UPGRADES 4837644 EAST BAY RESTAURANT SUPP 49 FOUTH STREET OAKLAND CA 94607 KITCHEN EQUIPMENT/INSTALLATION 1432407 BON APPETIT 100 HAMILTON AVENUE SUITE 400 PALO ALTO CA 94301 FOOD FOR DINING AND CATERING 1253640 SYSCO FOOD SERVICES 5900 STEWART STREET FREMONT CA 94538 FOOD FOR DINING AND CATERING 412433 12 32600 868181 16221 900781 STUDENT FEES 611710 11545029 11545029 OTHER FEES FOR SERVICES 611710 1128335 1128335 SOCIAL EVENT REVENUE 900099 14883 14883 12688247 364770 -8148 372918 530971 26073 0 0 530971 26073 557044 557044 12649587 8905425 3744162 3744162 10052 3734110 24520 32600 38006 -13486 -13486 127833 17192 110641 110641 18352159 13355932 1904 4093542 515061 515061 416341 416341 6757021 5718623 670074 368324 64590 54579 10011 179248 179248 127500 127500 670975 669525 1450 46789 42716 1216 2857 464712 399800 26953 37959 392625 392625 197279 153337 42125 1817 103523 72759 30764 FACILITIES 3344652 3343941 711 0 FOOD AND PAPER 1584087 1584019 68 0 UC RECHARGE 623742 537341 54268 32133 FINANCIAL SERVICE CHARG 291065 2095 286678 2292 186463 22229 147452 16782 15965673 13870412 1621636 473625 4160870 2678816 965477 76 1721793 1233595 195452 110966 21961 47026 126320 127362 16243668 16016631 12721746 11998156 22462 143 36179749 32212771 4411120 2358494 1735153 1977751 999749 630934 7146022 4967179 X 14132327 13206706 6128056 5135556 8773344 8903330 29033727 27245592 36179749 32212771 2386486 -4174621 0 X X 0 1 X 1 0 X 608284 663754 2552851 1906590 900781 6632260 11251296 11958103 12596865 12715168 13341049 61862481 11859580 12621857 15149716 14621758 14241830 68494741 50830 87802 61680 566050 22782 789144 0 50830 87802 61680 566050 22782 789144 67705597 374819 474488 380899 338086 345553 1913845 374819 474488 380899 338086 345553 1913845 58765 91810 144845 28651 1397 325468 12293164 13188155 15675460 14988495 14588780 70734054 0.95720 0.95780 0.02710 0.02430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13032118 134598 -84352 462524 19226 12600614 12965925 39234 450783 0 0 423824 13032118 11258956 283666 1722739 0 0 299436 12965925 10367820 105127 1062706 52000 0 224697 11258956 10942939 16866 -232882 0 250491 108612 10367820 0.70700 0.29300 1 0 0 FUNDS HELD WITH UCBF 6363074 F MAKENA ENDOWMENT PORTFOLIO 5635082 F 11998156 SECURITY ROOM DEPOSITS 630934 630934 X 13173834 -4174621 55198 -4119423 17293257 127500 931402 1058902 18352159 14961969 55198 55198 14906771 127500 931402 1058902 15965673 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE ROOM AND BOARD SCHOLARSHIPS TO RESIDENTS, AS WELL AS TO PROVIDE PROGRAMMING AND BUILDING IMPROVEMENTS TO MAKE THE RESIDENT'S STAY AS INTERESTING, COMFORTABLE AND PLEASANT AS POSSIBLE. PART X, LINE 2: INTERNATIONAL HOUSE APPLIES THE PROVISIONS SET FORTH IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC 740 TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE INTERNATIONAL HOUSE'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. MANAGEMENT BELIEVES THAT ITS TAX FILING POSITION WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILTY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 17,192. GALA EVENT EXPENSE NETTED AGAINST REVENUE 38,006. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST PROGRAM SERVICE REVENUE 641,114. RESIDENT ADVISOR COMPENSATION 290,288. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 17,192. GALA EVENT EXPENSE NETTED AGAINST REVENUE 38,006. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST PROGRAM SERVICE REVENUE 641,114. RESIDENT ADVISOR COMPENSATION 290,288. 1 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 48132 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 3000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 9200 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 41632 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 16932 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 129600 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 121346 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 46499 0 0 0 0 0 0 416341 0 416341 ROOM AND BOARD GRANT SOUTH ASIA 13 48132 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY ROOM AND BOARD GRANT SOUTH AMERICA 1 3000 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY ROOM AND BOARD GRANT RUSSIA AND NEIGHBORING STATES 3 9200 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY ROOM AND BOARD GRANT NORTH AMERICA 9 41632 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY ROOM AND BOARD GRANT MIDDLE EAST AND NORTH AFRICA 1 16932 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY SCHOLARSHIP/ROOM AND BOARD GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 22 129600 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY ROOM AND BOARD GRANT EAST ASIA AND THE PACIFIC 27 121346 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY ROOM AND BOARD GRANT SUB-SAHARAN AFRICA 4 46499 DIRECTLY APPLIED TO ROOM/BOARD LIABILITY 0 0 0 0 0 0 PART I, LINE 2: INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR REQUIREMENTS. GALA 57120 32600 24520 610 37396 57120 32600 24520 610 37396 38006 -13486 1 SCHOLARSHIPS AND ROOM/BOARD DISCOUNTS 35 224773 RESIDENT ASSISTANCE GRANTS 31 290288 PART I, LINE 2: INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR REQUIREMENTS. FORM 990, PART VI, SECTION A, LINE 3 ALL EMPLOYEE SERVICES ARE PROVIDED BY THE UNIVERSITY OF CALIFORNIA (UC), AN UNRELATED ORGANIZATION THAT ACTS AS THE MANAGMENT COMPANY FOR INTERNATIONAL HOUSE. DURING FY 16 100+ UC EMPLOYEES WERE CURRENTLY ASSIGNED TO INTERNATIONAL HOUSE. INCLUDING THE EXECUTIVE DIRECTOR, CFO, AND SECRETARY. THESE EMPLOYEES OVERSEE THE OPERATIONS OF INTERNATIONAL HOUSE. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE IN A CLOSED SESSION REVIEWED A COMPLETE COPY OF THE FORM 990. AFTER ANY CORRECTIONS/QUESTIONS ARE RESOLVED, THE FORM 990 EXCLUDING SCHEDULE B IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD. BOARD LEADERSHIP FELT SCHEDULE B WOULD CREATE DONOR PRIVACY AND SENSITIVITY CONCERNS. AFTER ALL CORRECTIONS/QUESTIONS ARE RESOLVED WITH THE BOARD, THE FORM 990 IS APPROVED AT A BOARD MEETING AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WE ASK ALL OFFICERS AND BOARD MEMBERS TO COMPLETE THE CONFLICT OF INTEREST FORM EVERY YEAR, AND THEN FOLLOW UP ON ANY QUESTIONS/EXCEPTIONS. ALL COMPLETED POLICY QUESTIONNAIRES ARE REVIEWED BY THE NOMINATIONS COMMITTEE OF THE BOARD FOR THE EXISTANCE OF A POTENTIAL CONFLICT OF INTEREST. ONCE THE SECRETARY OF THE CORPORATION HAS RECEIVED THE DOCUMENTS AND NOTES ANY COMMENT, THE BOARD TAKES ACTION ON ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ALL STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, A SPECIAL PURPOSE GOVERNMENT ENTITY OF CALIFORNIA. ALL COMPENSATION IS SET BY THE BANDS AND LEVELS OF THE UNIVERSITY COMPENSATION SYSTEM AND ANY RAISES OR BENEFITS ARE DETERMINED BY THE UNIVERSITY AS WELL. COMPENSATION IS LINKED TO THE BAND/LEVEL THAT IS MAPPED TO THE JOB DESCRIPTION AND DETERMINED, APPROVED AND RECORDED BY THE UNIVERSITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE ON THE WEBSITE MAINTAINED BY THE UNIVERSITY OF CALIFORNIA, BERKELEY. FORM 990, PART VII, SECTION A, LINE 1A ALL EMPLOYEE SERVICES ARE PROVIDED BY THE UNIVERSITY OF CALIFORNIA (UC), AN UNRELATED ORGANIZATION. DURING FY 16 100+ UC EMPLOYEES WERE CURRENTLY ASSIGNED TO INTERNATIONAL HOUSE, INCLUDING THE EXECUTIVE DIRECTOR, CFO, AND SECRETARY. COMPENSATION DETAILS OF ALL UC EMPLOYEES, INCLUDING HANS GIESECKE, EXECUTIVE DIRECTOR, SHIRLEY SPILLER, CFO, AND BONNIE JOHNSTON, SECRETARY ARE AVAILABLE AT HTTPS://UCANNUALWAGE.UCOP.EDU/WAGE/. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES TO THE OVERSIGHT PROCESS. CHARITABLE REMAINDER UNITRUST (1) INVESTMENTS CA INTERNATIONAL HOUSE T 1.00000 1 POOLED INCOME FUND (1) INVESTMENTS CA INTERNATIONAL HOUSE T 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0