PACIFIC SCHOOL OF RELIGION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC SCHOOL OF RELIGION (EIN 94-1186179)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-23
- IRS object ID
- 201401139349300325
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-23T12:57:18-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941186179 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC SCHOOL OF RELIGION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 5108480528 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN STERNER | Name |
| Title | PRESIDENT | Title |
| Phone | 5108498200 | Phone |
| Date Signed | 2014-04-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN STERNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 54500650 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PSR.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1866 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 254 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | -42177 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -42177 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1464941 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1115835 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4231077 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4106670 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 733217 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4903499 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 977224 | OtherRevenuePriorYear |
| Other Revenue Current Year | 108461 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7406459 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10234465 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 945869 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 894512 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4197577 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3585082 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 500522 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3550880 | OtherExpensePriorYear |
| Other Expenses Current Year | 3839518 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8694326 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8319112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1287867 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1915353 | RevenuesLessExpensesCY |
| Total Assets BOY | 41895064 | TotalAssetsBOY |
| Total Assets EOY | 43953917 | TotalAssetsEOY |
| Total Liabilities BOY | 2693128 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2615668 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39201936 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41338249 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2960012 | Expense |
| Grants | 894512 | Grants |
| Revenue | 2495416 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1303508 | Expense |
| Revenue | 1611254 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 603226 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 711153 | Expense |
| Description | GENERAL INSTITUTIONAL SUPPORT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 711153 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 5577899 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 254 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK O'LEARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5108498200 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID SAMMONS | ||||||
| CHAIR OF THE BOARD | 5.00 | X | X | 0 | 0 | 0 |
| PAT DE JONG | ||||||
| FIRST VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| MORRIS RWRIGHT | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| PHYLLIS E HUNT | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| MARGARET J ALLEN | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| ANN APPERT | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| M L DANIEL | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| STAN BARKEY | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| JON BERQUIST | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| DARNELL FENNELL | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| YVETTE FLUNDER | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| PETER HANASHIRO | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| DON HILL | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| LYNNE HINTON | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| DON HOM | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| MARY E JACOBS | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| LINDA JARAMILLO | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| KUEI JUNG LI | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| CONNIE KY FONG MITCHELL | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| PENNY NIXON | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| JULIEN PHILLIPS | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| ROBERT PHILLIPS | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| PAM SHEPHERD | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| ROBERT J STUMPF JR | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| RON SWISHER | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| STANLEY WATSON | ||||||
| BOARD OF TRUSTEES | 5.00 | X | 0 | 0 | 0 | |
| RIESS W POTTERVELD | ||||||
| PRESIDENT | 37.00 | X | X | 107274 | 0 | 70052 |
| KATHLEEN T MCSHANE | ||||||
| VICE PRESIDENT | 37.00 | X | 77772 | 0 | 52952 | |
| TATSIONG B LIEW | ||||||
| ACADEMIC DEAN | 37.00 | X | 70997 | 0 | 65098 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 256043 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 188102 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GRADUATE THEOLOGICAL UNION | |||||
| 2400 RIDGE RD | BERKELEY | CA | 94709 | CONSORTIAL SHARED SERVICES | 992105 |
| COLLECTIVE INVENTION INC | |||||
| 2150 ALLSTON WAY STE 400 | BERKELEY | CA | 94704 | VISIONING CONSULTING | 212981 |
| DATATEL INC (NOW ELLUCIAN INC) | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | SOFTWARE MAINTENANCE | 146994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 27974 | FundraisingEvents |
| Government Grants | 57269 | GovernmentGrants |
| All Other Contributions | 1030592 | AllOtherContributions |
| Noncash Contributions | 184810 | NoncashContributions |
| Total Contributions | 1115835 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 2495416 | 2495416 |
| AUXILIARY ENTERPRISES | 611710 | 1611254 | 1611254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4106670 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 514984 | TotalRevenueColumn |
| Exclusion | $514,984 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47587 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47587 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47587 | TotalRevenueColumn |
| Exclusion | $47,587 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48643087 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44254572 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4388515 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4388515 | TotalRevenueColumn |
| Exclusion | $4,388,515 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11265 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 27974 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 11613 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -348 | TotalRevenueColumn |
| Exclusion | -$348 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER SUPPORT/MISC. INCOME | 611710 | 136622 | $136,622 | |
| PASS-THROUGH INCOME FROM SUBSIDIA | 900099 | -75400 | -$33,223 | -42177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 61222 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10234465 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4106670 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -42177 | UnrelatedBusinessRevenue |
| Exclusion | $5,054,137 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 894512 | Total |
| Program Services | 894512 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504204 | Total |
| Program Services | 149585 | ProgramServices |
| Management And General | 214396 | ManagementAndGeneral |
| Fundraising | 140223 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2392307 | Total |
| Program Services | 2026312 | ProgramServices |
| Management And General | 197117 | ManagementAndGeneral |
| Fundraising | 168878 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112949 | Total |
| Program Services | 95167 | ProgramServices |
| Management And General | 12796 | ManagementAndGeneral |
| Fundraising | 4986 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456611 | Total |
| Program Services | 306244 | ProgramServices |
| Management And General | 111472 | ManagementAndGeneral |
| Fundraising | 38895 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119011 | Total |
| Program Services | 92396 | ProgramServices |
| Management And General | 15581 | ManagementAndGeneral |
| Fundraising | 11034 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7069 | Total |
| Management And General | 6821 | ManagementAndGeneral |
| Fundraising | 248 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173511 | Total |
| Management And General | 173511 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168153 | Total |
| Management And General | 168153 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1621861 | Total |
| Program Services | 639713 | ProgramServices |
| Management And General | 941170 | ManagementAndGeneral |
| Fundraising | 40978 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194292 | Total |
| Program Services | 66318 | ProgramServices |
| Management And General | 98210 | ManagementAndGeneral |
| Fundraising | 29764 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35751 | Total |
| Program Services | 11207 | ProgramServices |
| Fundraising | 24544 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609240 | Total |
| Program Services | 609240 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143732 | Total |
| Program Services | 121609 | ProgramServices |
| Management And General | 8808 | ManagementAndGeneral |
| Fundraising | 13315 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137325 | Total |
| Program Services | 92403 | ProgramServices |
| Management And General | 22487 | ManagementAndGeneral |
| Fundraising | 22435 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149589 | Total |
| Program Services | 206 | ProgramServices |
| Management And General | 149383 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275122 | Total |
| Program Services | 222903 | ProgramServices |
| Management And General | 52219 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84183 | Total |
| Program Services | 40876 | ProgramServices |
| Management And General | 43307 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF SALES-DINING HA | 172535 | 172535 | ||
| TAXES, FEES AND INSTITU | 46565 | 25000 | 18988 | 2577 |
| EMPLOYEE RECRUITMENT AN | 10847 | 4775 | 4136 | 1936 |
| OTHER EXPENSES | 9743 | 6898 | 2136 | 709 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8319112 | Total |
| Program Services | 5577899 | ProgramServices |
| Management And General | 2240691 | ManagementAndGeneral |
| Fundraising | 500522 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2078760 | BOY |
| EOY | 1868627 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1799403 | BOY |
| EOY | 8393872 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155447 | BOY |
| EOY | 44986 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284005 | BOY |
| EOY | 135905 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318228 | BOY |
| EOY | 258535 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32302 | BOY |
| EOY | 86344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9943186 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7684506 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2468035 | BOY |
| EOY | 2258680 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26707344 | BOY |
| EOY | 27592032 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5222864 | BOY |
| EOY | 491520 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2828676 | BOY |
| EOY | 2823416 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41895064 | BOY |
| EOY | 43953917 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239508 | BOY |
| EOY | 240947 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243237 | BOY |
| EOY | 190847 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168051 | BOY |
| EOY | 142388 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2042332 | BOY |
| EOY | 2041486 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2693128 | BOY |
| EOY | 2615668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3130264 | BOY |
| EOY | 3619365 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8222830 | BOY |
| EOY | 9720470 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27848842 | BOY |
| EOY | 27998414 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39201936 | BOY |
| EOY | 41338249 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41895064 | BOY |
| EOY | 43953917 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1915353 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -198650 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 419610 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 5002 | AssetsInPartX |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | DISPLAY AND EDUCATIONAL | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38137069 | BeginningOfYearBalance |
| Contributions | 147993 | Contributions |
| Investment Earnings Or Losses | 4513117 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 874665 | GrantsOrScholarships |
| Other Expenditures | 780028 | OtherExpenditures |
| End Of Year Balance | 41143486 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41038657 | BeginningOfYearBalance |
| Contributions | 34668 | Contributions |
| Investment Earnings Or Losses | -1000108 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1284011 | GrantsOrScholarships |
| Other Expenditures | 652137 | OtherExpenditures |
| End Of Year Balance | 38137069 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36470085 | BeginningOfYearBalance |
| Contributions | 194174 | Contributions |
| Investment Earnings Or Losses | 6435198 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 966944 | GrantsOrScholarships |
| Other Expenditures | 1093856 | OtherExpenditures |
| End Of Year Balance | 41038657 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34186959 | BeginningOfYearBalance |
| Contributions | 362943 | Contributions |
| Investment Earnings Or Losses | 4345206 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 579888 | GrantsOrScholarships |
| Other Expenditures | 1845135 | OtherExpenditures |
| End Of Year Balance | 36470085 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45983576 | BeginningOfYearBalance |
| Contributions | 620082 | Contributions |
| Investment Earnings Or Losses | -9760435 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1067259 | GrantsOrScholarships |
| Other Expenditures | 1589005 | OtherExpenditures |
| End Of Year Balance | 34186959 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16050 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67430 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16520 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 518830 | OtherCostOrOtherBasis |
| Book Value | 518830 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4236525 | OtherCostOrOtherBasis |
| Depreciation | 3467027 | Depreciation |
| Book Value | 769498 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4417724 | OtherCostOrOtherBasis |
| Depreciation | 3478060 | Depreciation |
| Book Value | 939664 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 765105 | OtherCostOrOtherBasis |
| Depreciation | 739419 | Depreciation |
| Book Value | 25686 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5002 | OtherCostOrOtherBasis |
| Book Value | 5002 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2258680 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS | Description |
| Book Value | 2823416 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2823416 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $687,469 |
| FUNDS HELD FOR OTHERS | $24,516 |
| LIABILITIES TO BENEFICIARIES OF SPLIT-INTEREST AGREEMENTS | $1,329,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2041486 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9025623 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -198650 | NetUnrealizedGainsInvestments |
| Other Revenues | -22927 | OtherRevenues |
| Revenue Not Rptd F990 | -221577 | RevenueNotRptdF990 |
| Revenue Subtotal | 9247200 | RevenueSubtotal |
| Investment Expenses Not Included | 168153 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 819112 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 987265 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10234465 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6889310 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11613 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11613 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6877697 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 168153 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1273262 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1441415 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8319112 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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, 2013 AND 2012. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR FISCAL YEAR 2010 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ACTUARIAL ADJUSTMENT 37,944. ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS 3,131. STRATEGIC VISIONING COSTS -378,750. BOOK GAIN ON EQUITY IN LLC INTEREST 303,135. FUNDRAISING EXPENSE 11,613. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS 894,512. TAX LOSS ON EQUITY IN LLC INTEREST -75,400. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| FUNDRAISING EXPENSE 11,613. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS 894,512. STRATEGIC VISIONING COSTS 378,750. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL PRINTED MATERIALS SENT TO STUDENTS AND ON ITS WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES FEDERAL AID FOR FINANCIAL AID PROGRAMS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 39239 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 27974 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11265 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 445 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5670 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5498 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 39239 | GrossReceiptsTotal |
| Charitable Contributions Total | 27974 | CharitableContributionsTotal |
| Gross Revenue Total Events | 11265 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 445 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5670 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 5498 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11613 | DirectExpenseSummaryEvents |
| Net Income Summary | -348 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 146 | NumberOfRecipients |
| Amount Of Cash Grant | 894512 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID GRANTS THAT MAY BE USED FOR TUITION AND FEES ONLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RIESS W POTTERVELD | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 107274 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11082 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 58970 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 177326 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE SCHOOL PROVIDES MEMBERS OF THE CLERGY WITH HOUSING ALLOWANCES. THE SCHOOL GROSSES UP PAYMENTS FOR FICA/MEDICARE TO INCLUDE CLERGY HOUSING ALLOWANCES WHICH ARE NORMALLY EXEMPT FROM SUCH PAYMENTS. THE SCHOOL HANDBOOKS DESCRIBE AND GOVERN SUCH ALLOWANCES AND GROSS UP PAYMENTS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 24090 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 160720 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | VALUE PER BROKER | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | PART I, COLUMN B PROVIDES THE NUMBER OF DONORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| 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 450,516. MANAGEMENT AND GENERAL EXPENSES 528,796. FUNDRAISING EXPENSES 14,792. TOTAL EXPENSES 994,104. STRATEGIC VISIONING CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 372,223. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 372,223. HONORARIUMS: PROGRAM SERVICE EXPENSES 55,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,500. TOTAL EXPENSES 58,692. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 134,005. MANAGEMENT AND GENERAL EXPENSES 40,151. FUNDRAISING EXPENSES 22,686. TOTAL EXPENSES 196,842. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | ACTUARIAL ADJUSTMENT 37,944. BOOK GAIN/(LOSS) IN EQUITY INTEREST IN LLC 303,135. TAX LOSS/(GAIN) IN EQUITY INTEREST IN LLC 75,400. INCREASE IN ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLES 3,131. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC DISCIPLES LLC | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | RENTAL PROPERTY | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | UNRELATED | PredominantIncomeType |
| Share Of Total Income | -75400 | ShareOfTotalIncome |
| Share Of EOY Assets | 34695 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| Code V | -$42,177 | CodeVAmount |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|
| 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC DISCIPLES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionType |
| Amount Involved | 657955 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
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