2014-05-12T07:22:55-07:00 2013-06-30 RK Taylor & Associates 2890 North Main St Suite 305 Walnut Creek CA 94597 990 2012-07-01 941358307 Holy Names University HOLY 5104361252 3500 Mountain Boulevard Oakland CA 94619 Stuart Koop 2014-05-09 true John M Kikuchi P00009948 9259447666 2012 2015-11-30 17:44:51Z William J Hynes 3500 Mountain Blvd Oakland CA 94619 42189495 false false 0928 X http://www.hnu.edu X 1880 CA Holy Names University, an academic community committed to the full development of each student, offers a liberal education rooted in the Catholic tradition, empowering a diverse student body for leadership and service in a diverse world. 21 20 758 0 750672 3739905 34701276 38290088 341998 142099 -24310 -35044 35769636 42137048 9092115 9307234 0 16108503 18568072 83039 40516 852139 9699887 12037048 34983544 39952870 786092 2184178 30178880 35186537 8254971 9697717 21923909 25488820 Holy Names University, an academic community committed to the full development of each student, offers a liberal education rooted in the Catholic tradition, empowering a diverse student body for leadership and service in a diverse world. false false 17959619 Undergraduate and graduate instruction for approximately 1,100 full- and part-time students. 9307234 Student financial aid (including grants and scholarships). 5951803 Auxiliary enterprises (including residence halls and cafeteria) 33218656 true true false false false false false false false true true true false false true true true false true false false false false true true false false false true true true false false false false false false false false false true true false false false false false false false false false true 1779 0 false 758 true false false false false false false true true false 0 false false false false false false false false false false X 21 20 false false false false true true true true true false false false true true true true true true true false X X Stuart Koop 5104361252 3500 Mountain Blvd Oakland CA 94619 Jayne W Williams 1.00 0.00 X 0 0 0 Daniel A Whalen 1.00 0.00 X 0 0 0 Nicki Jean Thomas SNJM 1.00 0.00 X 0 0 0 Loretta R Smith 1.00 0.00 X 0 0 0 Kathleen Ross SNJM 1.00 0.00 X 0 0 0 Ronald V Rosequist 1.00 0.00 X 0 0 0 Martha Rolley SNJM 1.00 0.00 X 0 0 0 Ann S Reynolds 1.00 0.00 X 0 0 0 Maureen Maziasz 1.00 0.00 X 0 0 0 Dr Jane G Logan 1.00 0.00 X 0 0 0 Mary LeRoy SNJM 1.00 0.00 X 0 0 0 James P Kelly 1.00 0.00 X 0 0 0 William J Hynes 40.00 0.00 X X 272366 0 103772 Alan Hyman 1.00 0.00 X 0 0 0 Barbara E Hood 1.00 0.00 X 0 0 0 James D Falaschi 1.00 0.00 X 0 0 0 Honorable Carol Corrigan 1.00 0.00 X 0 0 0 Cynthia Canning SNJM 1.00 0.00 X 0 0 0 Steven A Callaway 1.00 0.00 X 0 0 0 Mary L Brown 1.00 0.00 X 0 0 0 Steven Borg 1.00 0.00 X 0 0 0 Sr Carol Sellman 40.00 0.00 X 88661 0 4433 Stuart Koop 40.00 0.00 X 159092 0 21397 Fay Bower 40.00 0.00 X 110931 0 0 Julie Henderson 40.00 0.00 X 162207 0 6408 Lizbeth Martin 40.00 0.00 X 140872 0 15755 Michael Miller 40.00 0.00 X 143384 0 16187 Richard Ortega 40.00 0.00 X 165512 0 23179 1243025 191131 7 false true false Western Allied Mechanical 1180 OBrien Drive Menlo Park CA 94025 Construction 487184 Pacific Auxiliary Fire Alarm 95 Boutwell St San Francisco CA 94124 Construction 241897 MoGo Marketing and Media 14 Crystal Creek Drive Larkspur CA 94939 Web marketing 283650 Epicurean Group 111 Main St 3 Los Altos CA 94022 Food Service 1196587 Diamond Services 6101 Vallejo Street Emeryville CA 94608 Building maintenance 687721 10 4548 3735357 82490 3739905 Upward Bound, etc. 1540362 1540362 Tuition and fees 29640680 29640680 Other revenue 277140 277140 Education activities 2474791 2474791 Auxiliary Enterprise 4357115 4357115 38290088 142099 142099 0 0 0 0 17403 4548 52447 -35044 -35044 0 0 0 42137048 38290088 107055 0 9307234 9307234 0 0 520119 520119 0 14703725 12272436 1959355 471934 376408 303435 61305 11668 1912695 1541886 311516 59293 1055125 850571 171846 32708 0 20148 20148 84000 84000 0 40516 40516 0 1025640 757231 254373 14036 560295 152862 407433 1942546 1434122 453992 54432 470521 178762 265743 26016 0 2139185 1141106 997479 600 1072080 981821 81489 8770 0 266918 226130 32170 8618 238411 238411 0 1734766 1734766 129894 16617 113277 Alloc of indirect--fringe 103738 2654346 -2652288 101680 Memberships 127226 86549 36647 4030 Uncollectible 825517 45115 780402 Auxiliary enterprises 1223271 1223271 72892 45162 9892 17838 39952870 33218656 5882075 852139 9618 219133 25702 16123 10000 2001604 1862490 1601172 0 0 545506 461532 0 149012 378981 42495492 24780146 17233527 17715346 0 9630511 12415400 0 260816 224495 451698 152751 30178880 35186537 1420737 1346400 802713 819942 3615000 6649929 1643075 154166 773446 727280 8254971 9697717 X 13344587 14219495 1692231 3769047 6887091 7500278 21923909 25488820 30178880 35186537 2184178 1380733 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10793284 608087 1530830 325350 78550 12528301 11179456 71730 -91102 286300 80500 10793284 9401047 473040 1650918 270155 75394 11179456 8204123 618345 919479 270900 70000 9401047 8749446 1275260 -1467653 282344 70586 8204123 0.32000 0.60000 0.08000 true false false 1825529 1825529 28941851 16759293 12182558 11532571 8020853 3511718 195541 195541 17715346 12415400 US Government grants refundable 205343 Capital Lease Obligation 189485 Asset Retirement Obligation 332452 727280 X 43570228 1380733 52447 1433180 42137048 42137048 40005317 52447 52447 39952870 39952870 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S Special event expense offset rev $52447 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Special event expense offset to rev $52447 Part X Part X : FIN48 Footnote The University is exempt from federal and state tax on related sources of income under the Internal Revenue Code Section 501(c)(3) and Section 23701(d) of the California Revenue and Taxation Code. In addition, the University may be subject to tax on unrelated business income, if any, generated by its investments.The University follows the guidance of the Financial Accounting Standards Board (FASB) ASC Topic 740 for accounting for uncertainty in income taxes. As of June 30, 2013, management evaluated the University's tax positions and concluded that the University had maintained its tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. With few exceptions, the University is no longer subject to income tax examinations by federal or state authorities for fiscal years before 2009 and 2008, respectively. Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. The endowment of Holy Names University comprises approximately forty individual funds. Most of these funds were established to provide a permanent source of funding for scholarships. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized The University includes its Policy of Nondiscrimination in its student handbook, application materials and other written communications. X X X X X X X true Brakely Briscoe 85 Camp Ave 9H Stamford CT 06907 F/R services false 35700 35700 Raskob Auction 15157 2517 12640 1010 27626 Athletics Auction 6794 2031 4763 23811 21951 4548 17403 1010 51437 52447 -35044 Part I, Line 2b - Fundraiser Additional Information Brakely Briscoe was retained to provide comprehensive campaign fundraising consulting services. In addition to fees, the fundraising agreement provided for the reimbursement of expenses which totaled $4,300. true 0 0 Grants, scholarships, financial aid 9307234 Institutional financial aid Grantmaker's Description of How Grants are Used Each transaction involving grants and financial aid is monitored through the student account. In addition, the university undergoes audits of its financial aid. X true true X X X false true false false false false false false false false William J Hynes 271232 1134 35196 68576 376138 Stuart Koop 159092 8339 13058 180489 Richard Ortega 155474 10038 4399 18780 188691 Michael Miller 143384 7247 8940 159571 Lizbeth Martin 140872 7247 8508 156627 Julie Henderson 162207 6408 168615 Sch J, Part III, Additional Information Part III, Additional Information The reportable compensation for Sr. Carol Sellman was paid to Sisters of the Holy Names of Jesus and Mary. Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. The University provides a University-owned house for President Hynes and his spouse for the convenience of the employer under IRC section 119. A CA Statewide Comm Dev Aut 680164610 2012-08-01 7000000 Retire 5/1/98 bonds; cap imp false false false A 3197029 7001447 1447 140000 3511651 15 152752 true false false true A false true true true false 0.03000 0.03000 false false A false true false false false true A true Alan Hyman See below 6804000 Bank loans false Alan Hyman, University Trustee, is also Vice Chairman of Fremont Bank, a provider of borrowings and cash management services for the University.In August, 2012, the University made a $300,000 home equity investment to subsidize relocation housing for Richard Ortega (a highly compensated employee). The balance of this investment was $300,000 at June 30, 2013. X 5 31713 Market F/R auction 100 50777 Fair value false true true Part I, Line 32, Hire and Use of Third Parties Brokers' services are used in connection with the sale of securities donated to the University. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization's Form 990 is available on public websites and is available to the public from Holy Names University upon request. Its conflict of interest policy is contained in the university handbook and is also available upon request. Holy Names University was chartered in 1880 by the State of California. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation Review & Approval Process for Officers & Key Employees1.Surveys from area higher education institutions regarding salary and benefits for all employees, including officers & key employees, are gathered and reviewed.2.National surveys for compensation for higher education institutions for all employees, including officers & key employees, are gathered and reviewed. 3.Comparability factors include size of the institutional budget, complexity of the institution, cost of living in the institution's geographic location, position requirements, and length of tenure (if available).4.The data is made available to the Executive Committee of the Board along with a recommendation for compensation. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annual disclosures are required of board members. Should a potential conflict be indicated, the policy provides for a review of the any proposed transactions by the board to confirm that it is in the best interests of the organization. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is reviewed by senior staff prior to filing, and is provided to the audit committee. Form 990, Part VI, Line 7b Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders The annual budget and appointment of the president are subject to approval by the Sisters of the Holy Names of Jesus and Mary. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The members have the authority "to elect the members of the Board of Trustees, to remove members from the Board...and to fill vacancies on the Board." Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The articles provide that "the members of the Corporation shall be the individuals serving from time to time as the Provincial Superior or as members of the Provincial Superior Council of the Sisters of the Holy Names of Jesus and Mary U.S.-Ontario Province."