ALLIANT EDUCATIONAL FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANT EDUCATIONAL FOUNDATION (EIN 54-2110067)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-08-02
- IRS object ID
- 201602159349300140
- Schema version
- 2014v6.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T12:09:23-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330526284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALMICH & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26463 RANCHO PARKWAY SOUTH | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542110067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANT EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 8586354488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10455 POMERADO RD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SCHOGER | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 4155951905 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A BERMUDEZ | PreparerPersonNm |
| PTIN | P00099878 | PTIN |
| Phone | 9496007550 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER LEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10455 POMERADO ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,499,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALLIANTEDUCATIONALFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE PREPARATION OF STUDENTS FOR PROFESSIONAL CAREERS OF SERVICE AND LEADERSHIP, WHILE PROMOTING THE DISCOVERY AND APPLICATION OF KNOWLEDGE TO IMPROVE THE LIVES OF PEOPLE IN DIVERSE CULTURES AND COMMUNITIES AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1460 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,027,352 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,533,065 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,669,718 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,022,096 | CYProgramServiceRevenueAmt |
| PY Investment Income | $792,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,146,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,468 | PYOtherRevenueAmt |
| CY Other Revenue | $1,116,012 | CYOtherRevenueAmt |
| PY Total Revenue | $71,564,811 | PYTotalRevenueAmt |
| CY Total Revenue | $54,817,839 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,282,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,431,442 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,798,750 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,783,583 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $237,620 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,936,345 | PYOtherExpensesAmt |
| CY Other Expenses | $14,055,936 | CYOtherExpensesAmt |
| PY Total Expenses | $76,017,693 | PYTotalExpensesAmt |
| CY Total Expenses | $40,270,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,452,882 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,546,878 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,209,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,388,262 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,131,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,964,903 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,078,251 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,423,359 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE PREPARATION OF STUDENTS FOR PROFESSIONAL CAREERS OF SERVICE AND LEADERSHIP, WHILE PROMOTING THE DISCOVERY AND APPLICATION OF KNOWLEDGE TO IMPROVE THE LIVES OF PEOPLE IN DIVERSE CULTURES AND COMMUNITIES AROUND THE WORLD.SAID SUPPORT SHALL INCLUDE BUT NOT BE LIMITED TO:A) CREATING AND SUPPORTING PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT INCREASE STUDENTS' CAPACITY TO MEET THE NEEDS OF UNDERSERVED POPULATIONS; B) PROVIDING SCHOLARSHIPS TO STUDENTS FROM DIVERSE BACKGROUNDS, AND; C) PROMOTING INNOVATIVE AND CREATIVE SCHOLARLY INQUIRY, RESEARCH, SERVICE AND TRAINING | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $31,038,204 | ExpenseAmt |
| Grant | $3,000,739 | GrantAmt |
| Revenue | $37,827,120 | RevenueAmt |
| Desc | ALLIANT EDUCATIONAL FOUNDATION (AEF) IS A NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA. DURING THE PAST YEAR AEF HAS ADMINISTERED AND DISTRIBUTED SCHOLARSHIP FUNDING FOR 50 STUDENTS AT ALLIANT INTERNATIONAL UNIVERSITY TO ASSIST WITH THE SUCCESSFUL PROGRESSION THROUGH THEIR ACADEMIC PROGRAMS. AEF HAS ALSO PROVIDED OVERSIGHT AND ADMINISTRATION OF BOTH LARGE AND SMALL GOVERNMENT GRANTS AND CONTRACTS DESIGNED TO PROMOTE AND ENHANCE ACADEMIC RESEARCH BY THE FACULTY OF FIVE DIFFERENT CAMPUSES OF ALLIANT INTERNATIONAL UNIVERSITY. | Desc |
| Total Program Service Expenses | $31,038,204 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1460 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS ALIOTO | PersonNm |
| Phone | 4159552017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
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 |
|---|---|---|---|---|---|---|---|---|---|
| COX GEOFFREY M | |||||||||
| PRESIDENT | 37.50 | Yes (X) | Yes (X) | $367,424 | $0 | $21,247 | |||
| NEWMAN RUSSELL | |||||||||
| SECRETARY | 37.50 | Yes (X) | Yes (X) | $315,000 | $0 | $27,068 | |||
| ANDERLINI TERRY | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AYON LUIS | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BURKE ELAINE | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $73,906 | $0 | $11,563 | ||||
| FIGUEROA MANUEL | |||||||||
| FACULTY TRUSTEE/ PROF | 37.50 | Yes (X) | $28,825 | $0 | $2,257 | ||||
| LOBUS ALLISON | |||||||||
| STUDENT TRUSTEE | 37.50 | Yes (X) | $59,777 | $0 | $4,707 | ||||
| MCKEE BARBARA | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PEI MARISSA | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBINSON JULIUS | |||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROM-RYMER BETH | |||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CABALLERO-SOLETO LINA | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE PETER | |||||||||
| INTERIM CEO | 37.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SCHOGER STEVEN | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PORTER NATALIE | |||||||||
| FACULTY TRUSTEE/ PROF | 37.50 | Yes (X) | $120,054 | $0 | $14,937 | ||||
| AMMEN SUE A | |||||||||
| PROFESSOR & PROG DIRECTOR | 37.50 | Yes (X) | $78,734 | $0 | $5,157 | ||||
| ANGEVIN SUMMER | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERENSTEIN JOYCE | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BUSSEL NOAH | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COIS JAMES T | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIAMOND DAVID J | |||||||||
| FACULTY TRUSTEE/ PROF | 37.50 | Yes (X) | $0 | $0 | $0 | ||||
| GARRETON GONZALO | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KNOLL JON | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRUNNFUSZ ANDREA | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LONGINOTTI RON | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHEPORT-HALEY MADELEINE | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RITVO PAUL | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROSENBAUM SAUL | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIRENGEL JEFF | |||||||||
| PUBLIC TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DUCKER DALIA | |||||||||
| DEAN | 37.50 | $168,537 | $0 | $23,085 | Yes (X) | ||||
| GAMP JANE L | |||||||||
| DEAN | 37.50 | $155,484 | $0 | $25,594 | Yes (X) | ||||
| HICKEY ERIC W | |||||||||
| DEAN | 37.50 | $180,000 | $0 | $13,994 | Yes (X) | ||||
| HAMMOND LULESA | |||||||||
| VICE PRESIDENT FOR HUMAN RESOURCES | 37.50 | $161,417 | $0 | $11,752 | Yes (X) | ||||
| HARRIS ROBERT N | |||||||||
| PROFESSOR & PROGRAM DIRECTOR | 37.50 | $140,000 | $0 | $26,934 | Yes (X) | ||||
| HELLER TRACY L | |||||||||
| ASSOCIATE PROVOST OF ADMINISTRATION | 37.50 | $150,000 | $0 | $32,110 | Yes (X) | ||||
| KUMAR RACHNA | |||||||||
| PROFESSOR & PROGRAM DIRECTOR | 37.50 | $175,594 | $0 | $31,841 | Yes (X) | ||||
| OLKIN RHODA J | |||||||||
| DISTINGUISHED PROFESSOR & PROGRAM DIRECTOR | 37.50 | $141,348 | $0 | $31,443 | Yes (X) | ||||
| HAWK JEANINE | |||||||||
| VP FINANCE & CFO | 37.50 | $205,719 | $0 | $2,710 | Yes (X) | ||||
| SAMMONS MORGAN T | |||||||||
| DEAN | 37.50 | $129,952 | $0 | $10,130 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,651,771 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $296,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| MOSS ADAMS LLP | ||||||||
| PO BOX 2147 | SEATTLE | WA | 98111 | AUDITORS | $248,024 | |||
| MERCHANTS BUILDING MAINTENANCE | ||||||||
| 1190 MONTEREY PASS ROAD | MONTEREY PARK | CA | 91754 | BUILDING MAINTENANCE | $227,286 | |||
| HANSON BRIDGETT LLP | ||||||||
| 425 MARKET STREET 26TH FLOOR | SAN FRANCISCO | CA | 94105 | LEGAL SERVICES | $207,731 | |||
| PAUL PLEVIN SULLIVAN | ||||||||
| 101 WEST BROADWAY 9TH FLOOR | SAN DIEGO | CA | 92101 | LEGAL SERVICES | $177,703 | |||
| XUESONG SHENG | ||||||||
| COMMISSIONS | $113,159 | 1106 4C AMERICAN ROCK | CHAOYANG DISTRICT | CH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,263,221 | GovernmentGrantsAmt |
| All Other Contributions | $269,844 | AllOtherContributionsAmt |
| Noncash Contributions | $38,941 | NoncashContributionsAmt |
| Total Contributions | $1,533,065 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $32,182,099 | $32,182,099 |
| AUXILLARY SERVICES | 532000 | $1,636,933 | $1,636,933 |
| SERVICE REVENUE | 611710 | $832,738 | $832,738 |
| OTHER | 900099 | $370,326 | $370,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,022,096 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,835 | TotalRevenueColumnAmt |
| Exclusion | $77,835 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,116,012 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,116,012 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,116,012 | TotalRevenueColumnAmt |
| Exclusion | $1,116,012 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,724,612 | SecuritiesAmt |
| Other | $53,025,670 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,528,719 | SecuritiesAmt |
| Other | $36,152,732 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $195,893 | SecuritiesAmt |
| Other | $16,872,938 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,068,831 | TotalRevenueColumnAmt |
| Exclusion | $17,068,831 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,817,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,022,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,262,678 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431,442 | TotalAmt |
| Program Services | $2,431,442 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,457 | TotalAmt |
| Program Services | $1,151,457 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,536,652 | TotalAmt |
| Program Services | $15,839,511 | ProgramServicesAmt |
| Management And General | $1,552,016 | ManagementAndGeneralAmt |
| Fundraising | $145,125 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,217 | TotalAmt |
| Program Services | $898,850 | ProgramServicesAmt |
| Management And General | $78,004 | ManagementAndGeneralAmt |
| Fundraising | $8,363 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,704,992 | TotalAmt |
| Program Services | $2,199,753 | ProgramServicesAmt |
| Management And General | $482,031 | ManagementAndGeneralAmt |
| Fundraising | $23,208 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,265 | TotalAmt |
| Program Services | $1,226,338 | ProgramServicesAmt |
| Management And General | $168,299 | ManagementAndGeneralAmt |
| Fundraising | $10,628 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,803 | TotalAmt |
| Program Services | $51,803 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,777 | TotalAmt |
| Management And General | $955,777 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,638 | TotalAmt |
| Program Services | $11,850 | ProgramServicesAmt |
| Management And General | $206,788 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,648,738 | TotalAmt |
| Program Services | $2,346,187 | ProgramServicesAmt |
| Management And General | $1,302,269 | ManagementAndGeneralAmt |
| Fundraising | $282 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,139 | TotalAmt |
| Program Services | $84,809 | ProgramServicesAmt |
| Management And General | $330 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120,584 | TotalAmt |
| Program Services | $915,568 | ProgramServicesAmt |
| Management And General | $1,162,969 | ManagementAndGeneralAmt |
| Fundraising | $42,047 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,791 | TotalAmt |
| Program Services | $79,712 | ProgramServicesAmt |
| Management And General | $3,079 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445,337 | TotalAmt |
| Program Services | $162,406 | ProgramServicesAmt |
| Management And General | $1,282,931 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,694 | TotalAmt |
| Program Services | $32,215 | ProgramServicesAmt |
| Management And General | $53,631 | ManagementAndGeneralAmt |
| Fundraising | $1,848 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,808 | TotalAmt |
| Program Services | $43,975 | ProgramServicesAmt |
| Management And General | $324,833 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,858 | TotalAmt |
| Program Services | $595,858 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,836 | TotalAmt |
| Program Services | $211,966 | ProgramServicesAmt |
| Management And General | $1,094,313 | ManagementAndGeneralAmt |
| Fundraising | $5,557 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,175 | TotalAmt |
| Management And General | $212,175 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AFFILIATION FEES | $1,040,015 | $1,040,015 | ||
| BAD DEBT/COLLECTION | $605,642 | $583,505 | $22,137 | |
| OTHER EXPENSES | $599,844 | $512,721 | $86,598 | $525 |
| STUDENT HOUSING | $341,842 | $341,842 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,415 | TotalAmt |
| Program Services | $276,421 | ProgramServicesAmt |
| Management And General | $6,957 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,270,961 | TotalAmt |
| Program Services | $31,038,204 | ProgramServicesAmt |
| Management And General | $8,995,137 | ManagementAndGeneralAmt |
| Fundraising | $237,620 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,785 | BOYAmt |
| EOY | $1,733,824 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,390,662 | BOYAmt |
| EOY | $954,314 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,178,917 | BOYAmt |
| EOY | $475,202 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,898,063 | BOYAmt |
| EOY | $14,150 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,930 | BOYAmt |
| EOY | $26,470 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,520 | BOYAmt |
| EOY | $148,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,379,730 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,138,635 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,601,968 | BOYAmt |
| EOY | $54,241,095 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,486,771 | BOYAmt |
| EOY | $953,980 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,831,975 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,985,075 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,156,857 | BOYAmt |
| EOY | $1,008,326 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,209,548 | BOYAmt |
| EOY | $67,388,262 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,848,530 | BOYAmt |
| EOY | $64,665 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,112,969 | BOYAmt |
| EOY | $1,623,102 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000,000 | BOYAmt |
| EOY | $459,516 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,169,798 | BOYAmt |
| EOY | $2,817,620 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,131,297 | BOYAmt |
| EOY | $4,964,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,109,680 | BOYAmt |
| EOY | $57,408,264 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,717,042 | BOYAmt |
| EOY | $2,808,848 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,529 | BOYAmt |
| EOY | $2,206,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,078,251 | BOYAmt |
| EOY | $62,423,359 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,209,548 | BOYAmt |
| EOY | $67,388,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,546,878 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$201,768 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS MEMBERSHIP DUES OF $69,550 TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,116,310 | BeginningYearBalanceAmt |
| Contributions | $191,872 | ContributionsAmt |
| Investment Earnings Or Losses | $24,873 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $284,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,041,535 | OtherExpendituresAmt |
| End Year Balance | $4,006,770 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,682,374 | BeginningYearBalanceAmt |
| Contributions | $510,339 | ContributionsAmt |
| Investment Earnings Or Losses | $126,396 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $241,626 | GrantsOrScholarshipsAmt |
| Other Expenditures | $961,173 | OtherExpendituresAmt |
| End Year Balance | $16,116,310 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,398,921 | BeginningYearBalanceAmt |
| Contributions | $642,103 | ContributionsAmt |
| Investment Earnings Or Losses | $569,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $237,700 | GrantsOrScholarshipsAmt |
| Other Expenditures | $690,842 | OtherExpendituresAmt |
| End Year Balance | $16,682,374 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,747,434 | BeginningYearBalanceAmt |
| Contributions | $1,159,803 | ContributionsAmt |
| Investment Earnings Or Losses | $1,691,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $270,933 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,928,827 | OtherExpendituresAmt |
| End Year Balance | $16,398,921 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,447,369 | BeginningYearBalanceAmt |
| Contributions | $6,561,356 | ContributionsAmt |
| Investment Earnings Or Losses | $2,584,396 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $172,701 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,672,986 | OtherExpendituresAmt |
| End Year Balance | $15,747,434 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,394,360 | OtherCostOrOtherBasisAmt |
| Book Value | $43,394,360 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,621,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,717,424 | DepreciationAmt |
| Book Value | $6,903,787 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,938,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,995,406 | DepreciationAmt |
| Book Value | $3,942,948 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,805 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,241,095 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN ALLIANT INT'L UNIVERSITY INC. | Desc |
| Book Value | $7,831,975 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,831,975 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO ALLIANT INT'L UNIVERSITY | $2,096,497 |
| OTHER LIABILITIES | $721,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,817,620 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND IS USED TO FUND SCHOLARSHIPS AND GENERAL OPERATING ACTIVITIES OF ALLIANT EDUCATIONAL FOUNDATION. |
| PART X, LINE 2: | MANAGMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION EVALUATES ITS TAX POSITIONS AND WOULD RECOGNIZE A LOSS CONTINGENCY ASSOCIATED WITH AN UNCERTAIN TAX POSITION WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE STATEMENT OF FINANCIAL POSITION DATE AND THE AMOUNT OF LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED WOULD BE SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR A PARTICULAR UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. |
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 | ALLIANT EDUCATIONAL FOUNDATION PUBLISHES IT'S NON DISCRIMINATION POLICY ON THE INTERNET AND HAS OPERATED IN A BONA FIDE MANNER IN ACCORDANCE THEREWITH. |
| SCHEDULE E, PART I, LINE 6 | ALLIANT EDUCATIONAL FOUNDATION IS AN ELIGIBLE INSTITUTION AUTHORIZED BY THE FEDERAL DEPARTMENT OF EDUCATION FOR PARTCIPATION IN ITS FEDERAL SCHOOL AID PROGRAMS (TITLE IV, HEA PROGRAMS - OPE ID# 0111700) AND ADDITIONALLY RECEIVED FUNDS FROM VARIOUS U.S. AND STATE GOVERNMENT FUNDED PROGRAMS, INCLUDING FUNDS WHICH ARE SUBJECT TO AUDIT BY COGNIZANT GOVERNMENT AGENCIES. THE LOAN FUNDS GROUP CONSISTS OF LOANS TO STUDENTS THROUGH THE FEDERAL PERKINS PROGRAM. THE PRINCIPAL SOURCES OF SUCH FUNDS ARE FEDERAL GOVERNMENT CONTRIBUTIONS, AND REPAYMENT OF PRINCIPAL AND INTEREST, WHICH ARE USED FOR ADDITIONAL LOANS. IF THE PROGRAM IS CANCELLED, FEDERAL CONTRIBUTIONS MAY BE RETURNABLE TO THE GOVERNMENT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA | 81 | PROGRAM SERVICES | COLLEGE-LEVEL INSTRUCTION | $1,786,355 |
| EAST ASIA AND THE PACIFIC | 7 | PROGRAM SERVICES | COLLEGE-LEVEL INSTRUCTION | $462,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 88 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 88 | TotalEmployeeCnt |
| Subtotal Spent | $2,249,109 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,249,109 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALLIANT EDUCATIONAL FOUNDATION USED THE METHOD IT USED FOR ITS FINANCIAL STATEMENTS TO TRACK EXPENDITURES. THE AMOUNTS REPORTED ARE BASED ON THE CHART OF ACCOUNTS AND GENERAL LEDGER FOR EACH COUNTRY, WHICH ARE TRACKED SEPARATELY. THE AMOUNTS REPORTED ARE FOR EXPENSES INCURRED IN COUNTRY, INCLUDING NORMAL ACCRUALS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS BASED ON NEED | GrantTypeTxt |
| Recipient | 2217 | RecipientCnt |
| Cash Grant | $2,431,442 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIPS AND FELLOWSHIPS MADE MY ALLIANT EDUCATIONAL FOUNDATION ARE TO STUDENTS OR FACULTY OF ALLIANT EDUCATIONAL FOUNDATION WHO HAVE COMPLETED AN APPLICATION PROCESS. THE AWARD IS BASED ON A WRITTEN SELECTION CRITERIA. ONCE THE GRANTS ARE DISTRIBUTED, EACH GRANT IS MONITORED ON AN INDIVIDUAL STUDENT ACCOUNT BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COX GEOFFREY M | ||||||||||||||
| PRESIDENT | $360,000 | $0 | $7,424 | $0 | $0 | $0 | $19,811 | $0 | $1,436 | $0 | $388,671 | $0 | $0 | $0 |
| NEWMAN RUSSELL | ||||||||||||||
| SECRETARY | $315,000 | $0 | $0 | $0 | $0 | $0 | $18,219 | $0 | $8,849 | $0 | $342,068 | $0 | $0 | $0 |
| DUCKER DALIA | ||||||||||||||
| DEAN | $168,537 | $0 | $0 | $0 | $0 | $0 | $9,160 | $0 | $13,925 | $0 | $191,622 | $0 | $0 | $0 |
| GAMP JANE L | ||||||||||||||
| DEAN | $155,484 | $0 | $0 | $0 | $0 | $0 | $11,661 | $0 | $13,933 | $0 | $181,078 | $0 | $0 | $0 |
| HICKEY ERIC W | ||||||||||||||
| DEAN | $180,000 | $0 | $0 | $0 | $0 | $0 | $13,500 | $0 | $494 | $0 | $193,994 | $0 | $0 | $0 |
| HAMMOND LULESA | ||||||||||||||
| VICE PRESIDENT FOR HUMAN RESOURCES | $161,417 | $0 | $0 | $0 | $0 | $0 | $1,187 | $0 | $10,565 | $0 | $173,169 | $0 | $0 | $0 |
| HARRIS ROBERT N | ||||||||||||||
| PROFESSOR & PROGRAM DIRECTOR | $140,000 | $0 | $0 | $0 | $0 | $0 | $1,050 | $0 | $25,884 | $0 | $166,934 | $0 | $0 | $0 |
| HELLER TRACY L | ||||||||||||||
| ASSOCIATE PROVOST OF ADMINISTRATION | $150,000 | $0 | $0 | $0 | $0 | $0 | $11,250 | $0 | $20,860 | $0 | $182,110 | $0 | $0 | $0 |
| KUMAR RACHNA | ||||||||||||||
| PROFESSOR & PROGRAM DIRECTOR | $175,594 | $0 | $0 | $0 | $0 | $0 | $11,052 | $0 | $20,789 | $0 | $207,435 | $0 | $0 | $0 |
| OLKIN RHODA J | ||||||||||||||
| DISTINGUISHED PROFESSOR & PROGRAM DI | $141,348 | $0 | $0 | $0 | $0 | $0 | $10,601 | $0 | $20,842 | $0 | $172,791 | $0 | $0 | $0 |
| HAWK JEANINE | ||||||||||||||
| VP FINANCE & CFO | $205,719 | $0 | $0 | $0 | $0 | $0 | $1,353 | $0 | $1,357 | $0 | $208,429 | $0 | $0 | $0 |
| SAMMONS MORGAN T | ||||||||||||||
| DEAN | $129,952 | $0 | $0 | $0 | $0 | $0 | $9,746 | $0 | $384 | $0 | $140,082 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOYCE BERENSTEIN | |||
| TRUSTEE/DIRECTOR OF BOTH ENTITIES | $22,343,059 | AS NOTED ON FORM 990, THE ORGANIZATION SOLD ITS ASSETS ASSOCIATED WITH ITS UNIVERSITY ACADEMIC PROGRAMS TO AN UNRELATED THIRD PARTY. SEVERAL TRUSTEES OF THE ORGANIZATION'S UNIVERSITY ACADEMIC PROGRAMS BECAME TRUSTEES OF THE ACQUIROR'S UNIVERSITY ACADEMIC PROGRAMS. IN ADDITION, SEVERAL TRUSTEES BECAME MEMBERS OF THE ACQUIRER'S BOARD OF DIRECTORS. DESPITE THE CROSSOVER, THE ORGANIZATION AND ACQUIRER ARE NOT RELATED ENTITIES AS THEY ARE NOT CONTROLLED BY THE SAME PERSONS. | 0 |
| NATALIE PORTER | |||
| TRUSTEE/DIRECTOR OF BOTH ENTITIES | SAME | 0 | |
| RON LONGINOTTI | |||
| TRUSTEE/DIRECTOR OF BOTH ENTITIES | SAME | 0 | |
| JEFF TIRENGEL | |||
| TRUSTEE/DIRECTOR OF BOTH ENTITIES | SAME | 0 | |
| GONZALO GARRETON | |||
| TRUSTEE/DIRECTOR OF BOTH ENTITIES | SAME | 0 | |
| SAUL ROSENBAUM | |||
| TRUSTEE/DIRECTOR OF BOTH ENTITIES | SAME | 0 | |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $38,941 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | AS ALSO NOTED ELSWHERE IN THIS RETURN, THE ORGANIZATION SOLD ITS ASSETS ASSOCIATED WITH ITS UNIVERSITY ACADEMIC PROGRAMS TO AN UNRELATED THIRD PARTY AND CEASED OPERATIONS OF THESE PROGRAM SERVICES. THE ORGANIZATION'S ONGOING PROGRAM SERVICES WILL BE TO PROVIDE SCHOLARSHIP AND RESEARCH FUNDING TO INSTITUTIONS OF HIGHER EDUCATION, INCLUDING THE ACQUIRER OF THE ORGANIZATION'S ACADEMIC PROGRAMS. |
| FORM 990, PART VI, SECTION A, LINE 4 | AS NOTED EARLIER, THE ORGANIZATION SOLD ITS ASSETS ASSOCIATED WITH ITS UNIVERSITY ACADEMIC PROGRAMS TO AN UNRELATED THIRD PARTY. THE ACQUIRER RETAINED THE ORGANIZATION'S FORMER NAME, ALLIANT INTERNATIONAL UNIVERSITY, AND THE ORGANIZATION CHANGED ITS NAME TO ALLIANT EDUCATIONAL FOUNDATION (AEF). AEF CONTINUES AS A NONPROFIT, PUBLIC BENEFIT 501(C)(3) ORGANIZATION. IN ADDITION TO THE CHANGE IN NAME, OUR PRINCIPAL LOCATION OR HEADQUARTERS IS NOW LOCATED IN SAN DIEGO, CA. OUR GOVERNING DOCUMENTS SUCH AS THE BYLAWS OF THE BOARD OF DIRECTORS REMAINED LARGELY THE SAME AS BEFORE WITH THE FOLLOWING THREE SIGNIFICANT CHANGES: 1) AEF'S MISSION IS TO PROVIDE SCHOLARSHIP FUNDING FOR STUDENTS AND RESEARCH FUNDING FOR FACULTY MEMBERS AT ALLIANT INTERNATIONAL UNIVERSITY AND OTHER INSTITUTIONS OF HIGHER EDUCATION. 2) AEF IS ALSO 20% SHAREHOLDER IN ALLIANT INTERNATIONAL UNIVERSITY INC. AND OUR ROLE IN THE GOVERNANCE OF THE UNIVERSITY IS OUTLINED IN A SHAREHOLDER AGREEMENT WITH THE MAJORITY SHAREHOLDER. THIS AGREEMENT CALLS FOR THE FORMATION OF A BOARD OF DIRECTORS THAT, ALONG WITH AIU'S BOARD OF TRUSTEES, PROVIDES OVERSIGHT OF THE OPERATIONS OF THE UNIVERSITY. THIS BOARD OF DIRECTORS HAS REPRESENTATIVES FROM BOTH SHAREHOLDERS, INCLUDING THREE MEMBERS OF THE AEF BOARD OF DIRECTORS. 3) UPON DISSOLUTION, AEF'S REMAINING ASSETS AFTER LIABILITIES WILL BE DISTRIBUTED TO ANOTHER NONPROFIT FUND OR ORGANIZATION THAT EXISTS FOR CHARITABLE PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM WAS PREPARED IN CONJUNCTION WITH OUTSIDE ACCOUNTANTS FOR SENIOR MANAGEMENT REVIEW. THE EXECUTIVE COMMITTE WAS PROVIDED DRAFTS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. HOWEVER, THE FINAL FORM IS SIGNED BY THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 12C | PERSUANT TO ALLIANT EDUCATIONAL FOUNDATION POLICY, ON OR BEFORE JUNE 15TH EACH YEAR, ALLIANT EDUCATIONAL FOUNDATION GENERAL COUNSEL CIRCULATES THE ALLIANT EDUCATIONAL FOUNDATION'S REQUIRED ANNUAL CONFLICT OF INTEREST AND DISCLOSURE POLICY AND DISCLOSURE FORM TO OFFICERS, TRUSTEES/DIRECTORS, AND KEY EMPLOYEES FOR REVIEW AND COMPLETION. ALLIANT EDUCATIONAL FOUNDATION GENERAL COUNSEL REVIEWS ALL DISCLOSURE FORMS AND ADVISES THE AUDIT COMMITTEE ON ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. ALLIANT EDUCATIONAL FOUNDATION'S POLICY ALSO REQUIRES ALL AFFECTED INDIVIDUALS TO UPDATE AND DISCLOSE CONFLICTS AS THEY ARISE BETWEEEN DISCLOSURE CYCLES. ALLIANT EDUCATIONAL FOUNDATION COUNSEL WOULD, IF A CLIFLICT IS DISCLOSED, COUNSEL THE INDIVIDUAL AS TO PROHIBITED TRNSACTIONS. TRUSTEES/DIRECTORS RECUSE THEMSELVES FROM ANY DISCUSSION AND ACTION RELATED TO POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES/DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF ALLIANT EDUCATIONAL FOUNDATION'S PRESIDENT. THE COMPENSATION COMMITTEE UTILIZES, AT THE COMMENCEMENT OF EACH CONTRACT TERM, COMPENSATION DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND INDEPENDENT LEGAL COUNCEL TO NEGOTIATE THE PRESIDENT'S CONTRACT. THE COMPENSATION COMMITTEE ALSO ANNUALLY EVALUATES THE PRESIDENT'S PERFORMANCE. THE PRESIDENT REVIEWS AND APPROVES COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. ALLIANT EDUCATIONAL FOUNDATION'S HUMAN RESOURCES DEPARTMENT RESEARCHED AND COMPILES COMPARATIVE DATA FOR THE POSITIONS USING THE DATABASES FROM THE CHRONICLE OF HIGHER EDUCATION AND AICCU IN ORDER TO BENCHMARK APPROPRIATE COMPENSATION. THE HUMAN RESOURCES DEPARTMENT ALSO REVIEWS COMPENSATION FOR ALL EMPLOYEES TO ENSURE THAT PROPOSED COMPENSATION FALLS WITHIN ALLIANT EDUCATIONAL FOUNDATION'S ADOPTED EMPLOYEE CLASSIFICATION SYSTEM. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANT UNIVERSITY FOUNDATION | ||||||||||||||
| 10455 POMERADO ROAD | SAN DIEGO | CA | 92131 | 942735501 | INACTIVE | CA | 501(C)(3) | LINE 11B, II | ALLIANT EDUCATIONAL FOUNDATION | Yes (1) | ||||
| UNIVERSIDAD INTERNATIONAL DE MEXICO | ||||||||||||||
| 542110067 | INACTIVE | ALLIANT EDUCATIONAL FOUNDATION | Yes (1) | ALVARO OBREGON 110 COLONIAL R | MEXICO CITY | MX | MX | |||||||
| FAMILY VIOLENCE & SEXUAL ASSAULT INSTITUTE | ||||||||||||||
| 10065 OLD GROUP ROAD STE 100 | SAN DIEGO | CA | 92131 | 752401334 | RECOURCE CENTER | TX | 501(C)(3) | LINE 7 | ALLIANT EDUCATIONAL FOUNDATION | Yes (1) | ||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANT INTERNATIONAL UNIVERSITY CAMPUS MEXICO SC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HAMBURGO 115 | AddressLine1Txt |
| City | JUAREZ | CityNm |
| Country | MX | CountryCd |
| Foreign Postal | 06600 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | COLLEGE LEVEL INSTRUCTION | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | MX | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANT EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$578,179 | ShareOfTotalIncomeAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.95000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANT KYOIKU SUPPORT SERVICES GK | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JPSE 5TH FL 2-8-2 | AddressLine1Txt |
| City | CHIYODA-KU, TOKYO | CityNm |
| Country | JA | CountryCd |
| Foreign Postal | 102-0084 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | COLLEGE-LEVEL INSTRUCTION | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | JA | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANT EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$260,667 | ShareOfTotalIncomeAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEXICO-OFFICE | ||
| D | $6,496,236 | GL-1355 AR-MEXICO BALANCE |
| MEXICO & JAPAN CAMPUS | ||
| N | SHARING OF CLASSROOMS | |
| JAPAN OFFICE | ||
| O | $128,191 | SALARY TO EMPLOYEES |
| MEXICO CAMPUS | ||
| P | $695,112 | REIMBURSEMENT FOR EXPENSES |
Comments