PACIFIC SCHOOL OF RELIGION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC SCHOOL OF RELIGION (EIN 94-1186179)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349305646
- Schema version
- 2013v4.0
- 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 I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:50:58-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941186179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC SCHOOL OF RELIGION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 5108480528 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 SCENIC AVE | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94709 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VASQUES-LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5108498200 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID VASQUES-LEVY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 SCENIC AVE | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,192,274 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PSR.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1866 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PACIFIC SCHOOL OF RELIGION IS A MULTI-DENOMINATIONAL CHRISTIAN SEMINARY. IT IS COMMITTED TO SERVING GOD BY EQUIPPING HISTORIC AND EMERGING FAITH COMMUNITIES FOR MINISTRIES OF COMPASSION AND JUSTICE IN A CHANGING WORLD. IT HAS FORMAL RELATIONSHIPS WITH THREE DENOMINATIONS: THE UNITED CHURCH OF CHRIST, THE UNITED METHODIST CHURCH, AND THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST). | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 237 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,115,835 | PYContributionsGrantsAmt |
| CY Contributions Grants | $667,596 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,106,670 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,004,170 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,903,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,345,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,461 | PYOtherRevenueAmt |
| CY Other Revenue | $174,749 | CYOtherRevenueAmt |
| PY Total Revenue | $10,234,465 | PYTotalRevenueAmt |
| CY Total Revenue | $6,192,274 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $894,512 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,009,721 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,585,082 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,677,905 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $344,003 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,839,518 | PYOtherExpensesAmt |
| CY Other Expenses | $3,370,179 | CYOtherExpensesAmt |
| PY Total Expenses | $8,319,112 | PYTotalExpensesAmt |
| CY Total Expenses | $8,057,805 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,915,353 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,865,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,953,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,973,403 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,615,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,607,236 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,338,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,366,167 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PACIFIC SCHOOL OF RELIGION IS COMMITTED TO SERVING GOD BY EQUIPPING HISTORIC AND EMERGING FAITH COMMUNITIES FOR MINISTRIES OF COMPASSION AND JUSTICE IN A CHANGING WORLD. WE AFFIRM OUR HISTORIC MISSION TO EDUCATE MEN AND WOMEN FOR MINISTRY AND OTHER FORMS OF RELIGIOUS LEADERSHIP AND TO BE A CENTER AND RESOURCE FOR CHRISTIAN THOUGHT IN AN INTERFAITH AND PLURALISTIC CONTEXT. WE AFFIRM OUR ECUMENICAL AND CHRISTIAN HERITAGE AND COMMITMENT AS AN OPEN AND AFFIRMING COMMUNITY THAT HONORS DIVERSITY AND PRESSES TOWARD RACIAL, GENDER, SEXUAL ORIENTATION, ECOLOGICAL, AND ECONOMIC JUSTICE. PSR'S COMMITMENTS FIND EXPRESSION IN INNOVATIVE PROGRAMS OF SCHOLARSHIP AND EDUCATION FOR CLERGY AND LAITY. STRONG FAITH COMMUNITIES REQUIRE AN INTEGRATION OF FAITH AND REASON, THEORY AND PRACTICE, PIETY AND CRITICAL INTELLECT, TRADITION AND CREATIVITY. WE SEEK TO EMBODY THESE VALUES AND DISCIPLINES IN OUR PROGRAMS AND OUR COMMON LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,438,922 | ExpenseAmt |
| Grant | $1,009,721 | GrantAmt |
| Revenue | $2,459,099 | RevenueAmt |
| Desc | INSTRUCTION: THE PACIFIC SCHOOL OF RELIGION OFFERS THREE MASTERS DEGREES, FIVE CERTIFICATES OF STUDY, AND A PROFESSIONAL DOCTORAL DEGREE IN MINISTRY. PSR STUDENTS GO ON TO SERVE AS ORDAINED PARISH PASTORS, HOSPITAL AND PRISON CHAPLAINS, YOUTH DIRECTORS AND CHRISTIAN EDUCATORS, TEACHERS IN HIGH SCHOOLS AND COLLEGES, SOCIAL SCIENCE ADMINISTRATORS, LITURGICAL ARTISTS, AND COMMUNITY ORGANIZERS. PSR PROVIDED EDUCATION TO 115 STUDENTS STUDYING FOR THE MASTERS OF DIVINITY DEGREE, 28 STUDENTS STUDYING FOR OTHER MASTERS DEGREES AND 17 STUDENTS STUDYING FOR A DOCTOR OF MINISTRY DEGREE. STUDENTS ENROLLED FOR INSTRUCTION AT THE SCHOOL RECEIVE PERSONALIZED DIRECTION AND ATTENTION FROM A RENOWNED FACULTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,258,248 | ExpenseAmt |
| Revenue | $1,545,071 | RevenueAmt |
| Desc | HOUSING AND DINING SERVICES: THE SCHOOL PROVIDES HOUSING OPPORTUNITIES TO APPROXIMATELY 130 STUDENTS, IN DORMITORIES, APARTMENTS AND STUDIOS. THE SCHOOL WELCOMES FAMILIES AND STUDENTS TO HOUSING AT RATES THAT ARE BELOW MARKET RATES. THE SCHOOL ALSO PROVIDES ROOM FOR COMMUTER STUDENTS WHO STAY ONE OR TWO NIGHTS A WEEK. WIRELESS NETWORKS ARE AVAILABLE TO ALL RESIDENTS. THE SCHOOL ALSO PROVIDES MEAL SERVICES SEVEN DAYS A WEEK TO FACULTY, STAFF AND STUDENTS. THE DINING ROOM TRIES TO SERVE FOOD LOCALLY SOURCED AND SEASONAL. THE DINING ROOM SERVES APPROXIMATELY 5,100 MEALS PER MONTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $541,164 | ExpenseAmt |
| Desc | STUDENT SERVICES: PROFESSIONAL MINISTERIAL EDUCATION AT THE PACIFIC SCHOOL OF RELIGION IS COMBINED WITH A STUDENT'S SPIRITUAL DEVELOPMENT AND FIELD EDUCATION. STUDENTS SEEKING DEGREES ARE ENCOURAGED AND HELPED TO APPLY THE SUBJECTS LEARNED IN THE CLASSROOM TO THE CONTEXT OF THE BROADER COMMUNITY, INCLUDING CULTURES, WORLD RELIGIONS AND THE ARTS. THE OFFICE OF COMMUNITY LIFE PROVIDES FOR THE MENTORING OF STUDENTS THROUGHOUT THEIR STUDY. STUDENTS RECEIVE PASTORAL CARE, SPIRITUAL DIRECTION AND OTHER CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $806,592 | ExpenseAmt |
| Revenue | $130,177 | RevenueAmt |
| Desc | GENERAL INSTITUTIONAL SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $806,592 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $130,177 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,044,926 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 237 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK O'LEARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 SCENIC AVENUE | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94709 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DON HILL | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MORRIS R WRIGHT | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHYLLIS E HUNT | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIEN PHILLIPS | ||||||
| CHAIR OF THE BOARD | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN APPERT | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STAN BARKEY | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JON BERQUIST | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| M L DANIEL | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAT DE JONG | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DARNELL FENNELL | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| YVETTE FLUNDER | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE HINTON | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA JARAMILLO | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KUEI JUNG LI | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE KY FONG MITCHELL | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PHILLIPS | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STANLEY WATSON | ||||||
| BOARD OF TRUSTEES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN L STERNER | ||||||
| PRESIDENT (SERVED TILL 5.30.14) | 37.00 | Yes (X) | $59,835 | $0 | $93 | |
| BERNARD SCHLAGER | ||||||
| PRESIDENT, FORMER ACADEMIC DEAN | 37.00 | Yes (X) | $94,295 | $0 | $26,150 | |
| RANDOLPH MILLER | ||||||
| ACADEMIC DEAN | 37.00 | Yes (X) | $93,358 | $0 | $14,881 | |
| PATRICK O'LEARY | ||||||
| CHIEF BUSINESS OFFICER | 37.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $247,488 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,124 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRADUATE THEOLOGICAL UNION | |||||
| 2400 RIDGE RD | BERKELEY | CA | 94709 | CONSORTIAL SHARED SERVICES | $1,030,384 |
| COLLECTIVE INVENTION INC | |||||
| 2150 ALLSTON WAY STE 400 | BERKELEY | CA | 94704 | VISIONING CONSULTING | $150,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $34,511 | GovernmentGrantsAmt |
| All Other Contributions | $633,085 | AllOtherContributionsAmt |
| Noncash Contributions | $114,892 | NoncashContributionsAmt |
| Total Contributions | $667,596 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $2,459,099 | $2,459,099 |
| AUXILIARY ENTERPRISES | 611710 | $1,545,071 | $1,545,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,004,170 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $891,442 | TotalRevenueColumnAmt |
| Exclusion | $891,442 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,560 | 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 | $45,560 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,560 | TotalRevenueColumnAmt |
| Exclusion | $45,560 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $454,317 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $454,317 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,317 | TotalRevenueColumnAmt |
| Exclusion | $454,317 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SHARED FACULTY/STAFF | 611710 | $129,164 | $129,164 | |
| OTHER SUPPORT/MISC. INCOME | 611710 | $1,013 | $1,013 | |
| PASS-THROUGH INCOME FROM SUBSIDIA | 900099 | -$988 | -$988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $129,189 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,192,274 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,134,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,390,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,721 | TotalAmt |
| Program Services | $1,009,721 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,647 | TotalAmt |
| Program Services | $158,515 | ProgramServicesAmt |
| Management And General | $227,132 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,642,419 | TotalAmt |
| Program Services | $2,196,958 | ProgramServicesAmt |
| Management And General | $233,006 | ManagementAndGeneralAmt |
| Fundraising | $212,455 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,833 | TotalAmt |
| Program Services | $113,663 | ProgramServicesAmt |
| Management And General | $13,553 | ManagementAndGeneralAmt |
| Fundraising | $5,617 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,796 | TotalAmt |
| Program Services | $300,664 | ProgramServicesAmt |
| Management And General | $58,350 | ManagementAndGeneralAmt |
| Fundraising | $22,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,210 | TotalAmt |
| Program Services | $106,839 | ProgramServicesAmt |
| Management And General | $16,644 | ManagementAndGeneralAmt |
| Fundraising | $11,727 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,977 | TotalAmt |
| Management And General | $8,977 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,682 | TotalAmt |
| Management And General | $104,682 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,946 | TotalAmt |
| Management And General | $150,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,310 | TotalAmt |
| Program Services | $660,904 | ProgramServicesAmt |
| Management And General | $693,114 | ManagementAndGeneralAmt |
| Fundraising | $25,292 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,175 | TotalAmt |
| Program Services | $73,680 | ProgramServicesAmt |
| Management And General | $61,105 | ManagementAndGeneralAmt |
| Fundraising | $33,390 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,785 | TotalAmt |
| Program Services | $6,682 | ProgramServicesAmt |
| Management And General | $32,791 | ManagementAndGeneralAmt |
| Fundraising | $22,312 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,132 | TotalAmt |
| Program Services | $704,753 | ProgramServicesAmt |
| Management And General | -$98,621 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,913 | TotalAmt |
| Program Services | $175,158 | ProgramServicesAmt |
| Management And General | $22,241 | ManagementAndGeneralAmt |
| Fundraising | $3,514 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,870 | TotalAmt |
| Program Services | $73,623 | ProgramServicesAmt |
| Management And General | $28,222 | ManagementAndGeneralAmt |
| Fundraising | $1,025 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$17,629 | TotalAmt |
| Program Services | $127 | ProgramServicesAmt |
| Management And General | -$17,756 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,371 | TotalAmt |
| Program Services | $208,216 | ProgramServicesAmt |
| Management And General | $29,155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,313 | TotalAmt |
| Program Services | $46,798 | ProgramServicesAmt |
| Management And General | $48,515 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF SALES - AUX SVC | $130,093 | $130,093 | ||
| TAXES, FEES AND INSTITU | $74,234 | $37,437 | $34,913 | $1,884 |
| EMPLOYEE RECRUITMENT AN | $47,117 | $22,890 | $20,695 | $3,532 |
| OTHER EXPENSES | $19,890 | $18,205 | $1,212 | $473 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,057,805 | TotalAmt |
| Program Services | $6,044,926 | ProgramServicesAmt |
| Management And General | $1,668,876 | ManagementAndGeneralAmt |
| Fundraising | $344,003 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,868,627 | BOYAmt |
| EOY | $996,653 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,393,872 | BOYAmt |
| EOY | $3,628,794 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,986 | BOYAmt |
| EOY | $112,482 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,905 | BOYAmt |
| EOY | $166,839 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,535 | BOYAmt |
| EOY | $228,054 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,344 | BOYAmt |
| EOY | $43,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,943,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,887,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,680 | BOYAmt |
| EOY | $2,055,840 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,592,032 | BOYAmt |
| EOY | $34,134,612 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,520 | BOYAmt |
| EOY | $1,456,825 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,823,416 | BOYAmt |
| EOY | $3,150,228 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,953,917 | BOYAmt |
| EOY | $45,973,403 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,947 | BOYAmt |
| EOY | $130,835 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,847 | BOYAmt |
| EOY | $188,822 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,388 | BOYAmt |
| EOY | $110,831 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,041,486 | BOYAmt |
| EOY | $2,176,748 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,615,668 | BOYAmt |
| EOY | $2,607,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,619,365 | BOYAmt |
| EOY | $3,644,755 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,720,470 | BOYAmt |
| EOY | $11,699,462 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,998,414 | BOYAmt |
| EOY | $28,021,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,338,249 | BOYAmt |
| EOY | $43,366,167 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,953,917 | BOYAmt |
| EOY | $45,973,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,865,531 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,670,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $223,109 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $5,002 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | DISPLAY AND EDUCATIONAL | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,143,486 | BeginningYearBalanceAmt |
| Contributions | $106 | ContributionsAmt |
| Investment Earnings Or Losses | $4,396,514 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $787,344 | GrantsOrScholarshipsAmt |
| Other Expenditures | $881,025 | OtherExpendituresAmt |
| End Year Balance | $43,871,737 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,137,069 | BeginningYearBalanceAmt |
| Contributions | $147,993 | ContributionsAmt |
| Investment Earnings Or Losses | $4,513,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $874,665 | GrantsOrScholarshipsAmt |
| Other Expenditures | $780,028 | OtherExpendituresAmt |
| End Year Balance | $41,143,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,038,657 | BeginningYearBalanceAmt |
| Contributions | $34,668 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,000,108 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,284,011 | GrantsOrScholarshipsAmt |
| Other Expenditures | $652,137 | OtherExpendituresAmt |
| End Year Balance | $38,137,069 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,470,085 | BeginningYearBalanceAmt |
| Contributions | $194,174 | ContributionsAmt |
| Investment Earnings Or Losses | $6,435,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $966,944 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,093,856 | OtherExpendituresAmt |
| End Year Balance | $41,038,657 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,186,959 | BeginningYearBalanceAmt |
| Contributions | $362,943 | ContributionsAmt |
| Investment Earnings Or Losses | $4,345,206 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $579,888 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,845,135 | OtherExpendituresAmt |
| End Year Balance | $36,470,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63230 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19610 | 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 | $518,830 | OtherCostOrOtherBasisAmt |
| Book Value | $518,830 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,236,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,518,026 | DepreciationAmt |
| Book Value | $718,497 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,417,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,616,911 | DepreciationAmt |
| Book Value | $800,815 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $765,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $752,409 | DepreciationAmt |
| Book Value | $12,696 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,002 | OtherCostOrOtherBasisAmt |
| Book Value | $5,002 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,055,840 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS | Desc |
| Book Value | $3,150,228 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,150,228 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $722,000 |
| FUNDS HELD FOR OTHERS | $21,651 |
| LIABILITIES TO BENEFICIARIES OF SPLIT-INTEREST AGREEMENTS | $1,433,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,176,748 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,804,289 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,670,340 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $102,342 | OtherRevenueAmt |
| Revenue Not Reported | $3,772,682 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,031,607 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150,946 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,009,721 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,160,667 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,192,274 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,776,371 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,776,371 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150,946 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,130,488 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,281,434 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,057,805 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | PSR MAINTAINS COLLECTIONS OF FINE ART, BOOKS AND ARCHAEOLOGICAL ARTIFACTS. THESE ITEMS ARE USED IN THE STUDY OF SUBJECTS SUCH AS ART AND RELIGION, HISTORY AND SCRIPTURAL STUDIES. STUDENTS EXAMINE ART, BOOKS AND ARTIFACTS AS PART OF THEIR STUDIES. |
| PART V, LINE 4: | ENDOWMENTS SUPPORT THE PROGRAMS OF THE SCHOOL, INCLUDING PROVIDING STUDENT FINANCIAL AID AND FUNDING FACULTY POSITIONS. |
| PART X, LINE 2: | THE SCHOOL FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE SCHOOL FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014 AND 2013. THE SCHOOLS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR FISCAL YEAR 2011 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL ADJUSTMENT 223,749. ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS -640. STRATEGIC VISIONING COSTS -61,701. REAL ESTATE PROJECT COSTS -59,066. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 1,009,721. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 1,009,721. STRATEGIC VISIONING COSTS 61,701. REAL ESTATE PROJECT COSTS 59,066. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL PRINTED MATERIALS SENT TO STUDENTS AND ON ITS WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES FEDERAL AID FOR FINANCIAL AID PROGRAMS. |
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 AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 129 | RecipientCnt |
| Cash Grant | $1,009,721 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PROVIDES FINANCIAL AID GRANTS THAT MAY BE USED FOR TUITION AND FEES ONLY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $114,892 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPRESENTS THE NUMBER OF DONORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HIRED FLG PARTNERS, LLC TO PROVIDE A PART TIME CHIEF FINANCIAL OFFICER. THE OFFICER PROVIDED WAS RESPONSIBLE FOR THE FINANCIAL REPORTING, PLANNING AND OPERATING BUDGET REPORTING FOR THE ORGANIZATION. THIS ENGAGEMENT ENDED 1/31/14. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED TO CHANGE THE SIZE AND COMPOSITION OF THE BOARD OF TRUSTEES. THE SIZE OF THE BOARD SHALL NOT BE FEWER THAN 15 NOR MORE THAN 21. THE EXACT NUMBER OF TRUSTEES SHALL BE SET WITHIN THESE LIMITS BY ACTION OF THE BOARD OF TRUSTEES FROM TIME TO TIME. ANY VACANCY FOR AN UNEXPIRED TERM ON THE BOARD MAY BE FILLED BY THE REMAINING TRUSTEES PRESENT AT ANY MEETING OF THE BOARD, ALTHOUGH THE NUMBER OF REMAINING TRUSTEES MAY BE FEWER THAN 15. THE BOARD ALSO CREATED TWO MORE STANDING COMMITTEES EACH CONSISTING OF THREE OR MORE TRUSTEES, INCLUDING THE CHAIRPERSON AND THE PRESIDENT OF THE SCHOOL WHO SHALL BE VOTING EX OFFICIO MEMBERS OF ALL STANDING COMMITTEES TO SERVE AT THE PLEASURE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS RECEIVED A FULL COPY OF THE 990 FOR THEIR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICIES ARE DISTRIBUTED TO MEMBERS OF THE BOARD OF TRUSTEES IN OCTOBER OF EVERY YEAR. MEMBERS OF THE BOARD COMPLETE, SIGN AND RETURN DISCLOSURE STATEMENTS INDICATING THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY AND DISCLOSED ANY POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT MEMBERS OF THE BOARD COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS COMPARABLE SALARIES AND BENEFITS BEFORE ESTABLISHING COMPENSATION FOR THE PRESIDENT. OTHER OFFICERS OR KEY EMPLOYEES: COMPARATIVE DATA IS REVIEWED PRIOR TO ESTABLISHMENT OF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSORTIAL SHARED SERVICES: PROGRAM SERVICE EXPENSES 430,857. MANAGEMENT AND GENERAL EXPENSES 541,743. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 972,600. STRATEGIC VISIONING CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,652. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,652. HONORARIUMS: PROGRAM SERVICE EXPENSES 63,655. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,828. TOTAL EXPENSES 66,483. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 166,392. MANAGEMENT AND GENERAL EXPENSES 121,719. FUNDRAISING EXPENSES 22,464. TOTAL EXPENSES 310,575. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL ADJUSTMENT 223,749. DECREASE IN ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLES -640. |
| PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC DISCIPLES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 SCENIC AVE | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262691831 | EIN |
| Primary Activities | RENTAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$988 | ShareOfTotalIncomeAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (4) | |||
| CHARITABLE TRUSTS | CA | T | 0 |
| POOLED INCOME FUND (5) | |||
| CHARITABLE TRUSTS | CA | T | 0 |
| 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 | 0 | 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 | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC DISCIPLES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $33,707 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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