2015-04-30T13:29:22-07:00 2014-06-30 RK Taylor & Associates 2890 North Main St Suite 305 Walnut Creek CA 94597 990 2013-07-01 941358307 Holy Names University HOLY 5104361252 3500 Mountain Boulevard Oakland CA 94619 Stuart Koop Treas & VP Fina 2015-04-29 true John M Kikuchi P00009948 9259447662 2013 2016-03-07 17:11:31Z William J Hynes 3500 Mountain Blvd Oakland CA 94619 41977012 false false 0928 X http://www.hnu.edu X 1880 CA Holy Names University, an academic community committed to the full development of each student, offers a liberal education rooted in the Catholic tradition, empowering a diverse student body for leadership and service in a diverse world. 22 21 793 0 3739905 1987060 38290088 39826001 142099 163951 -35044 0 42137048 41977012 9307234 10015227 0 18568072 19711186 40516 69622 986138 12037048 12378839 39952870 42174874 2184178 -197862 35186537 36761262 9697717 9350358 25488820 27410904 Holy Names University, an academic community committed to the full development of each student, offers a liberal education rooted in the Catholic tradition, empowering a diverse student body for leadership and service in a diverse world. false false 20095023 Undergraduate and graduate instruction for approximately 1,100 full- and part-time students. 10015227 Student financial aid (including grants and scholarships). 5547948 Auxiliary enterprises (including residence halls and cafeteria) 35658198 true true false false false false false false false true true true false false true true true false true false false false false true false false false false true true true false false false false false false false false false true true false false false false false false false false false true 1769 0 false 793 true false false false false false false false false 0 false false false false false false false false false false X 22 21 false false false false true true true true true false false false true true true true true true true false X X Stuart Koop 5104361252 3500 Mountain Blvd Oakland CA 94619 Steven Borg Trustee 1.00 0.00 X 0 0 0 Mary L Brown Trustee 1.00 0.00 X 0 0 0 Steven A Callaway Trustee 1.00 0.00 X 0 0 0 Cynthia Canning SNJM Trustee 1.00 0.00 X 0 0 0 Honorable Carol Corrigan Trustee 1.00 0.00 X 0 0 0 James D Falaschi Trustee 1.00 0.00 X 0 0 0 Barbara E Hood Trustee 1.00 0.00 X 0 0 0 Alan Hyman Trustee 1.00 0.00 X 0 0 0 William J Hynes President 40.00 0.00 X X 281813 0 106093 Agnieska Winkler Trustee 1.00 0.00 X 0 0 0 Mary LeRoy SNJM Trustee 1.00 0.00 X 0 0 0 Bryan R Parker Trustee 1.00 0.00 X 0 0 0 Maureen Maziasz Trustee 1.00 0.00 X 0 0 0 Ann S Reynolds Trustee 1.00 0.00 X 0 0 0 Martha Rolley SNJM Trustee 1.00 0.00 X 0 0 0 Ronald V Rosequist Trustee 1.00 0.00 X 0 0 0 Kathleen Ross SNJM Trustee 1.00 0.00 X 0 0 0 Loretta R Smith Trustee 1.00 0.00 X 0 0 0 Nicki Jean Thomas SNJM Trustee 1.00 0.00 X 0 0 0 Gary R Sitzmann Trustee 1.00 0.00 X 0 0 0 Jayne W Williams Trustee 1.00 0.00 X 0 0 0 Soraya M Wright Trustee 1.00 0.00 X 0 0 0 Stuart Koop Treas & VP Fina 40.00 0.00 X 169201 0 17902 Sr Carol Sellman VP, Secretary 40.00 0.00 X 94010 0 4701 Michal Goodwin Professor 40.00 0.00 X 124428 0 19721 Julie Henderson Professor 40.00 0.00 X 140515 0 6429 Lizbeth Martin VP Acad Affairs 40.00 0.00 X 145197 0 18114 Michael Miller VP Student Aff 40.00 0.00 X 150719 0 9049 Richard Ortega VP Advancement 40.00 0.00 X 163955 0 29386 1269838 211395 12 false true false Epicurean Group 111 Main St 3 Los Altos CA 94022 Food Service 1592106 Diamond Services 6101 Vallejo Street Emeryville CA 94608 Building maintenance 743451 Western Allied Mechanical 1180 OBrien Drive Menlo Park CA 94025 Construction 212720 MoGo Marketing and Media 14 Crystal Creek Drive Larkspur CA 94939 Web marketing 300370 Pacific Auxiliary Fire Alarm 95 Boutwell St San Francisco CA 94124 Construction 367314 9 1987060 1987060 Auxiliary Enterprise 4547516 4547516 Education activities 2541404 2541404 Other revenue 341042 341042 Program Service Revenue 1873417 1873417 Tuition and fees 30522622 30522622 39826001 163740 163740 211 211 0 0 0 0 0 0 0 41977012 39826001 163951 0 10015227 10015227 0 0 628117 628117 0 15489255 12910669 2050092 528494 376680 313972 49856 12852 2027523 1689989 268354 69180 1189611 956991 193446 39174 0 17796 17796 102000 102000 0 69622 69622 0 2371200 2183390 180573 7237 571658 156276 415382 2238443 1560439 608601 69403 502240 176434 301606 24200 0 2065498 1071493 992205 1800 1214054 1108371 94048 11635 0 308936 255347 33634 19955 226017 226017 0 2164109 2164109 129631 22052 107579 Other 166385 166385 Uncollectible 114167 36000 78167 Memberships 113071 71532 37357 4182 Training & development 76522 51618 14916 9988 -2888 2912013 -3033317 118416 42174874 35658198 5530538 986138 219133 825301 16123 16763 2001604 1033376 1601172 1864439 0 0 461532 347799 0 378981 333737 43640680 26916506 17715346 16724174 0 12415400 15427499 0 224495 188174 152751 0 35186537 36761262 1346400 1305955 819942 1010025 6649929 6221213 154166 129166 727280 683999 9697717 9350358 X 14219495 15071555 3769047 4366780 7500278 7972569 25488820 27410904 35186537 36761262 -197862 2119946 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12528301 652349 2159784 92810 360380 14887244 10793284 608087 1530830 325350 78550 12528301 11179456 71730 -91102 286300 80500 10793284 9401047 473040 1650918 270155 75394 11179456 8204123 618345 919479 270000 70000 9401047 0.32000 0.54000 0.14000 true false false 2241009 2241009 29043689 17869183 11174506 12160441 9047323 3113118 195541 195541 16724174 15427499 Asset Retirement Obligation 323880 Capital Lease Obligation 155972 US Government grants refundable 204147 683999 X 44096958 2119946 2119946 41977012 41977012 42174874 42174874 42174874 Part V, Line 4: Intended uses of the endowment fund. The endowment of Holy Names University comprises approximately eighty individual funds. Most of these funds were established to provide a permanent source of funding for scholarships. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. Part X : FIN48 Footnote The University is exempt from federal and state tax on related sources of income under the Internal Revenue Code Section 501(c)(3) and Section 23701(d) of the California Revenue and Taxation Code. In addition, the University may be subject to tax on unrelated business income, if any, generated by its investments.The University follows the guidance of the Financial Accounting Standards Board (FASB) ASC Topic 740 for accounting for uncertainty in income taxes. As of June 30, 2014, management evaluated the University's tax positions and concluded that the University had maintained its tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. With few exceptions, the University is no longer subject to income tax examinations by federal or state authorities for fiscal years before 2010 and 2009, respectively. true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized The University includes its Policy of Nondiscrimination in its student handbook, application materials and other written communications. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race X X X X X X X true Brakely Briscoe 85 Camp Ave 9H Stamford CT 06907 F/R services false 49001 Char Devl Cons Box 1486 Frederick MD 21702 Planned Giving false 18769 67770 Part I, Line 2b - Fundraiser Additional Information Brakely Briscoe was retained to provide comprehensive campaign fundraising consulting services. In addition to fees, the fundraising agreement provides for the reimbursement of expenses.Charitable Development Consulting was retained to provide guidance on promoting planned giving alternatives to donors. In the current year, the entire amount paid represented the reimbursement of travel expenses. true 0 0 Grants, scholarships, financial aid 10015227 Institutional financial aid Grantmaker's Description of How Grants are Used Each transaction involving grants and financial aid is monitored through the student account. In addition, the university undergoes audits of its financial aid. X true true X X X false true false false false false false false false false Lizbeth Martin VP Acad Affairs 145197 7489 10625 163311 Michael Miller VP Student Aff 148229 2490 7489 1560 159768 Richard Ortega VP Advancement 160010 3945 8356 21030 193341 Stuart Koop Treas & VP Fina 169201 8618 9284 187103 William J Hynes President 280575 1238 36282 69811 387906 Part I, Line 1a: Relevant information in regards to selections on 1a. The University provides a University-owned house for President Hynes and his spouse for the convenience of the employer under IRC section 119. Part III, Additional Information The reportable compensation for Sr. Carol Sellman was paid to Sisters of the Holy Names of Jesus and Mary. A CA Statewide Comm Dev Aut 680164610 2012-08-01 7000000 Retire 5/1/98 bonds; cap imp false false false A 3197029 7001447 1447 140000 3664403 15 true false true true A false true true true false 0.03000 0.03000 false false A false true false false false true A true Alan Hyman See below 6350379 Bank loans false Gary R Sitzmann See below 71000 EE Bens/Ins/Comm/Fee false Schedule L, Part V Supplemental Information Alan Hyman, University Trustee, is also Vice Chairman of Fremont Bank, a provider of borrowings and cash management services for the University.In August, 2012, the University made a $300,000 home equity investment to subsidize relocation housing for Richard Ortega (a highly compensated employee). The balance of this investment was $300,000 at June 30, 2014.Gary R. Sitzmann, University Trustee is also an executive at Sitzmann Morris & Lavis, a provider of employee benefits, insurance, brokerage services for the University. X 6 174283 Market false true true Part I, Line 32, Hire and Use of Third Parties Brokers' services are used in connection with the sale of securities donated to the University. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The articles provide that "the Members of this Corporation shall be appointed by the Province Leader of the Sisters of the Holy Names of Jesus and Mary U.S.-Ontario Province." Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The Members have the authority to elect the members of the University's Board of Trustees, to remove members from the Board and to fill vacancies on the Board. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders The annual budget and appointment of the president are subject to approval by the Sisters of the Holy Names of Jesus and Mary. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is reviewed by senior staff prior to filing, and is provided to the audit committee. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annual disclosures are required of board members. Should a potential conflict be indicated, the policy provides for a review of the any proposed transactions by the board to confirm that it is in the best interests of the organization. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation Review & Approval Process for Officers & Key Employees1.Surveys from area higher education institutions regarding salary and benefits for all employees, including officers & key employees, are gathered and reviewed.2.National surveys for compensation for higher education institutions for all employees, including officers & key employees, are gathered and reviewed. 3.Comparability factors include size of the institutional budget, complexity of the institution, cost of living in the institution's geographic location, position requirements, and length of tenure (if available).4.The data is made available to the Executive Committee of the Board along with a recommendation for compensation. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization's Form 990 is available on public websites and is available to the public from Holy Names University upon request. Its conflict of interest policy is contained in the university handbook and is also available upon request. Holy Names University was chartered in 1880 by the State of California.