CLAREMONT GRADUATE UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT GRADUATE UNIVERSITY (EIN 95-1664100)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201441339349305329
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T16:53:44-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 West March Lane Suite 100 | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 952192303 | 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 | 951664100 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont Graduate University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 9096218043 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Tenth Street | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mia Alonzo | Name |
| Title | Controller | Title |
| Phone | 9096218043 | Phone |
| Date Signed | 2014-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | 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 | DEBORAH A FREUND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Tenth Street | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 165559143 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cgu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1925 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | An independent institution that awards master's and doctoral degrees in 22 disciplines. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1076 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 645331 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 593836 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6366568 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7833370 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 57502391 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 58745483 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2855575 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7157010 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 980762 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1115252 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67705296 | TotalRevenuePriorYear |
| Total Revenue Current Year | 74851115 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11124842 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12657799 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 41795432 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 41694658 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1991800 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25060252 | OtherExpensePriorYear |
| Other Expenses Current Year | 24231842 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 77980526 | TotalExpensesPriorYear |
| Total Expenses Current Year | 78584299 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -10275230 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3733184 | RevenuesLessExpensesCY |
| Total Assets BOY | 253910219 | TotalAssetsBOY |
| Total Assets EOY | 261319107 | TotalAssetsEOY |
| Total Liabilities BOY | 73028127 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70426903 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 180882092 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 190892204 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The University's mission is to prepare a diverse group of outstanding individuals to assume leadership roles in the worldwide community through research, teaching and practice in selected fields. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 67516449 | Expense |
| Grants | 12657799 | Grants |
| Revenue | 58745483 | Revenue |
| Description | Claremont Graduate University (the "University") is a private, not-for-profit, exclusively graduate and professional RU/H research university (high research activity). Its five schools and three independent departments offer masters degrees in 38 fields and doctoral degrees in 22 fields. Founded in 1925, the university offers programs in the arts and humanities, social science, education, management, public health, and botany, the latter in conjunction with the Rancho Santa Ana Botanic Garden. It serves a student population of approximately 2,500. The University's mission is to prepare a diverse group of outstanding individuals to assume leadership roles in the worldwide community through research, teaching and practice in selected fields. In carrying out its mission, the University is increasingly practice based, transdisciplinary, and student-centered. | Description |
| Total Program Service Expense | 67516449 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3017 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1076 | 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 1 | 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 |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9096218043 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 South Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| John Bachmann | |||||||||
| Trustee | 0.30 | X | 0 | 0 | 0 | ||||
| Donald Baker | |||||||||
| Chair | 2.50 | X | 0 | 0 | 0 | 1.00 | X | ||
| Alfred Balitzer | |||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | ||||
| Richard Byrd | |||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | ||||
| Roy Christensen | |||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||||
| Carolyn Denham | |||||||||
| Trusteeship Co-Chair | 0.70 | X | 0 | 0 | 0 | X | |||
| Jonathan Dolgen | |||||||||
| Trustee | 0.40 | X | 0 | 0 | 0 | ||||
| Richard Falk | |||||||||
| Committee Chair, Investments | 0.30 | X | 0 | 0 | 0 | X | |||
| Priscilla Fernandez | |||||||||
| Committee Chair, Facilities & Infrastructure | 0.70 | X | 0 | 0 | 0 | X | |||
| Michael Johnston | |||||||||
| Trustee | 0.80 | X | 0 | 0 | 0 | ||||
| John Llewellyn | |||||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | ||||
| Mohannad Malas | |||||||||
| Committee Chair, Information Technology | 0.80 | X | 0 | 0 | 0 | X | |||
| Thomas O'Donnell | |||||||||
| Committee Chair, Academic Affairs | 1.50 | X | 0 | 0 | 0 | X | |||
| Dian Ogilvie | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Mashi Rahmani | |||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | ||||
| Virgil Roberts | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Michael Rossi | |||||||||
| Committee Chair, Development | 1.00 | X | 0 | 0 | 0 | X | |||
| Stephen Rountree | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Beverly Ryder | |||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | ||||
| Robert Schult | |||||||||
| Trustee | 0.60 | X | 0 | 0 | 0 | ||||
| Megan Scott-Kukares | |||||||||
| Trustee | 0.80 | X | 0 | 0 | 0 | ||||
| Sung Won Sohn | |||||||||
| Committee Chair, Audit | 0.70 | X | 0 | 0 | 0 | X | |||
| Elliot Stein | |||||||||
| Trusteeship Co-Chair | 0.60 | X | 0 | 0 | 0 | X | |||
| Marilyn Sutton | |||||||||
| Trustee/Member-at-large | 0.90 | X | 0 | 0 | 0 | X | |||
| Marshall Taylor | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Douglas West | |||||||||
| Vice Chair/Committee Chair, Business & Finance | 1.30 | X | 0 | 0 | 0 | X | |||
| Deborah Freund | |||||||||
| President | 40.00 | 425976 | 0 | 132284 | 1.60 | X | |||
| Jacob Adams | |||||||||
| EVP/Provost | 40.00 | 261566 | 0 | 43053 | X | ||||
| Steven Garcia | |||||||||
| Sr VP/Treasurer/Secretary | 40.00 | 247249 | 0 | 25866 | 0.60 | X | |||
| Robert D Calvo | |||||||||
| Assistant Treasurer | 40.00 | 111206 | 0 | 38867 | 0.60 | X | |||
| Mia Alonzo | |||||||||
| Controller | 4.00 | 0 | 117221 | 26370 | 20.00 | X | |||
| Stewart Donaldson | |||||||||
| Dean | 40.00 | 315816 | 0 | 46658 | X | ||||
| Carl Johnson | |||||||||
| Dean | 40.00 | 307278 | 0 | 45898 | X | ||||
| Bernard Jaworski | |||||||||
| Dean | 40.00 | 328674 | 0 | 41735 | X | ||||
| Frederic Siegel | |||||||||
| Dean of Enrollment Management | 40.00 | 166924 | 0 | 104718 | X | ||||
| Robert Klitgaard | |||||||||
| Faculty/Former President | 40.00 | 226822 | 0 | 63857 | X | ||||
| Jay Prag IV | |||||||||
| Faculty | 40.00 | 248543 | 0 | 27333 | X | ||||
| Thomas Horan | |||||||||
| Faculty | 40.00 | 225695 | 0 | 44725 | X | ||||
| Richard Wartzman | |||||||||
| Administrator | 40.00 | 228846 | 0 | 42728 | X | ||||
| Yi Feng | |||||||||
| Faculty/Former Provost | 40.00 | 198361 | 0 | 37642 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3292956 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 117221 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 721734 | TotalOtherCompensation |
| Number Individuals GT100 K | 97 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| New Providence Asset Mgmt | |||||
| 570 Lexington Ave 19th Floor | New York | NY | 10022 | Investment Management | 739891 |
| Agape Employment Inc | |||||
| 7365 Carnelian St 216 | Rancho Cucamonga | CA | 91730 | Temporary Employment Agency | 207156 |
| Ellucian Company LLP | |||||
| 62590 Collections Drive | Chicago | IL | 60693 | Management Services | 187277 |
| Moss Adams LLP | |||||
| PO Box 2147 | Seattle | WA | 981112147 | Accounting/Tax | 161156 |
| Gourmet Gourmet Catering Inc | |||||
| 28 N Benson Avenue | Upland | CA | 91786 | Food Service | 149439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 3075 | FundraisingEvents |
| Related Organizations | 525000 | RelatedOrganizations |
| Government Grants | 487924 | GovernmentGrants |
| All Other Contributions | 6817371 | AllOtherContributions |
| Noncash Contributions | 84537 | NoncashContributions |
| Total Contributions | 7833370 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 900099 | 50146362 | 50146362 |
| Fed grants & contracts | 900099 | 6362688 | 6362688 |
| Auxiliary services | 900099 | 2236433 | 2236433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 58745483 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2611522 | TotalRevenueColumn |
| Unrelated Business Revenue | 645331 | UnrelatedBusinessRevenue |
| Exclusion | $1,966,191 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95231248 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 90685760 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4545488 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4545488 | TotalRevenueColumn |
| Exclusion | $4,545,488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2025 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3075 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22268 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20243 | TotalRevenueColumn |
| Exclusion | -$20,243 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other sources | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1135495 | TotalRevenueColumn |
| Exclusion | $1,135,495 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1135495 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74851115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58745483 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 645331 | UnrelatedBusinessRevenue |
| Exclusion | $7,626,931 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12657799 | Total |
| Program Services | 12657799 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2704177 | Total |
| Program Services | 2019422 | ProgramServices |
| Management And General | 550950 | ManagementAndGeneral |
| Fundraising | 133805 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493877 | Total |
| Program Services | 493877 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31188272 | Total |
| Program Services | 27157852 | ProgramServices |
| Management And General | 2833034 | ManagementAndGeneral |
| Fundraising | 1197386 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2849649 | Total |
| Program Services | 2590697 | ProgramServices |
| Management And General | 126962 | ManagementAndGeneral |
| Fundraising | 131990 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2445234 | Total |
| Program Services | 2160912 | ProgramServices |
| Management And General | 185779 | ManagementAndGeneral |
| Fundraising | 98543 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2013449 | Total |
| Program Services | 1809925 | ProgramServices |
| Management And General | 112690 | ManagementAndGeneral |
| Fundraising | 90834 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209348 | Total |
| Program Services | 33953 | ProgramServices |
| Management And General | 175395 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137112 | Total |
| Management And General | 137112 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1432557 | Total |
| Program Services | 13568 | ProgramServices |
| Management And General | 1418989 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1940402 | Total |
| Program Services | 1926964 | ProgramServices |
| Fundraising | 13438 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1668378 | Total |
| Program Services | 1407012 | ProgramServices |
| Management And General | 172963 | ManagementAndGeneral |
| Fundraising | 88403 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1469147 | Total |
| Program Services | 1158838 | ProgramServices |
| Management And General | 271792 | ManagementAndGeneral |
| Fundraising | 38517 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549135 | Total |
| Management And General | 549135 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8375 | Total |
| Program Services | 7982 | ProgramServices |
| Management And General | 295 | ManagementAndGeneral |
| Fundraising | 98 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1795694 | Total |
| Program Services | 1686300 | ProgramServices |
| Management And General | 88342 | ManagementAndGeneral |
| Fundraising | 21052 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1627644 | Total |
| Program Services | 1542284 | ProgramServices |
| Management And General | 30644 | ManagementAndGeneral |
| Fundraising | 54716 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160490 | Total |
| Program Services | 130164 | ProgramServices |
| Management And General | 16586 | ManagementAndGeneral |
| Fundraising | 13740 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2846022 | Total |
| Program Services | 2800435 | ProgramServices |
| Management And General | 8275 | ManagementAndGeneral |
| Fundraising | 37312 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4549536 | Total |
| Program Services | 2826246 | ProgramServices |
| Management And General | 1718875 | ManagementAndGeneral |
| Fundraising | 4415 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2611616 | Total |
| Program Services | 2611616 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198898 | Total |
| Management And General | 198898 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Grant subcontracting | 825753 | 825753 | ||
| Noncapital equipment | 347998 | 213507 | 134491 | |
| Food and housing | 285928 | 285928 | ||
| Printing and Publicatio | 280487 | 216803 | 36086 | 27598 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1287322 | Total |
| Program Services | 938612 | ProgramServices |
| Management And General | 308757 | ManagementAndGeneral |
| Fundraising | 39953 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78584299 | Total |
| Program Services | 67516449 | ProgramServices |
| Management And General | 9076050 | ManagementAndGeneral |
| Fundraising | 1991800 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806527 | BOY |
| EOY | 1436531 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11912922 | BOY |
| EOY | 13829995 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9157733 | BOY |
| EOY | 8046516 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2017651 | BOY |
| EOY | 2947186 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1962228 | BOY |
| EOY | 2160750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 98243656 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25036287 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74651370 | BOY |
| EOY | 73207369 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127870865 | BOY |
| EOY | 135265485 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23488322 | BOY |
| EOY | 22419459 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1664856 | BOY |
| EOY | 1560806 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377745 | BOY |
| EOY | 445010 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253910219 | BOY |
| EOY | 261319107 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9919177 | BOY |
| EOY | 10146999 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2918470 | BOY |
| EOY | 3129057 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53461195 | BOY |
| EOY | 51328623 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1158423 | BOY |
| EOY | 883652 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5570862 | BOY |
| EOY | 4938572 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73028127 | BOY |
| EOY | 70426903 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30584864 | BOY |
| EOY | 32818337 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35038205 | BOY |
| EOY | 41902516 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115259023 | BOY |
| EOY | 116171351 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180882092 | BOY |
| EOY | 190892204 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253910219 | BOY |
| EOY | 261319107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3733184 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 14403758 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -660462 | ReconcilationOtherChanges |
| 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 Consolidated | X | FinancialStatementConsolidated |
| 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) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 697694 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 154238641 | BeginningOfYearBalance |
| Contributions | 218927 | Contributions |
| Investment Earnings Or Losses | 17208875 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 162516 | GrantsOrScholarships |
| Other Expenditures | 6880880 | OtherExpenditures |
| Administrative Expenses | 741057 | AdministrativeExpenses |
| End Of Year Balance | 163881990 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 163414684 | BeginningOfYearBalance |
| Contributions | 1162794 | Contributions |
| Investment Earnings Or Losses | -1940944 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 142283 | GrantsOrScholarships |
| Other Expenditures | 7466467 | OtherExpenditures |
| Administrative Expenses | 789143 | AdministrativeExpenses |
| End Of Year Balance | 154238641 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 144903509 | BeginningOfYearBalance |
| Contributions | 823903 | Contributions |
| Investment Earnings Or Losses | 26074077 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 123941 | GrantsOrScholarships |
| Other Expenditures | 7691023 | OtherExpenditures |
| Administrative Expenses | 571841 | AdministrativeExpenses |
| End Of Year Balance | 163414684 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135140171 | BeginningOfYearBalance |
| Contributions | 16364 | Contributions |
| Investment Earnings Or Losses | 17253699 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 125336 | GrantsOrScholarships |
| Other Expenditures | 7145060 | OtherExpenditures |
| Administrative Expenses | 236329 | AdministrativeExpenses |
| End Of Year Balance | 144903509 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 184107737 | BeginningOfYearBalance |
| Contributions | 1042545 | Contributions |
| Investment Earnings Or Losses | -41342221 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 162689 | GrantsOrScholarships |
| Other Expenditures | 8326115 | OtherExpenditures |
| Administrative Expenses | 179086 | AdministrativeExpenses |
| End Of Year Balance | 135140171 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65750 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19550 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 53613 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 16088793 | OtherCostOrOtherBasis |
| Book Value | 16142406 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70163954 | OtherCostOrOtherBasis |
| Depreciation | 20332681 | Depreciation |
| Book Value | 49831273 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6122101 | OtherCostOrOtherBasis |
| Depreciation | 2230448 | Depreciation |
| Book Value | 3891653 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4481267 | OtherCostOrOtherBasis |
| Depreciation | 2473158 | Depreciation |
| Book Value | 2008109 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1333928 | OtherCostOrOtherBasis |
| Book Value | 1333928 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 73207369 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Limited partnerships - alternative assets | 11726877 | F |
| Funds held in trust by others | 10119101 | F |
| Trust deed loans | 220661 | F |
| Other assets | 352820 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22419459 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability for staff retirement | $735,790 |
| Annuities payable | $1,855,595 |
| Government advances for student loan | $1,662,906 |
| Asset retirement obligation | $684,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4938572 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 75675726 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14403759 | NetUnrealizedGainsInvestments |
| Other Revenues | 1216911 | OtherRevenues |
| Revenue Not Rptd F990 | 15620670 | RevenueNotRptdF990 |
| Revenue Subtotal | 60055056 | RevenueSubtotal |
| Investment Expenses Not Included | 1418533 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13377526 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14796059 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 74851115 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 65055839 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 22268 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 22268 | ExpensesNotRptdF990 |
| Expenses Subtotal | 65033571 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1418533 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 12132195 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 13550728 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 78584299 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | Historically, CGU has been a great supporter of artistic endeavors. This support is manifest in the art collections currently on display throughout the CGU campus. Through acquisition and gifts in kind, CGU has been a champion of creative expression through the visual arts. CGU has four distinct collections in its possession and on display. These include: the Claremont Graduate University Collection of work donated or accessioned; Claremont Graduate University President's Award (annually purchased from graduating MFA students in the CGU Art Department); The Capital Group Collection on loan to CGU through the Capital Group Foundation; and CGU MFA student artwork (loaned by students for display to the CGU and CUC community). Original works of art exhibited on campus can inspire students, faculty and staff to a greater appreciation of beauty, the creative process and diversity of critical thought that bridges academic disciplines. The borrowing and display of original works of art must be implemented in a manner that ensures the effective educational and artistic use of the art collections in our keeping. Works must not become mere decoration, lost in the shuffle, forgotten or cast aside. It is of utmost concern that we care for the works of art and use them to some positive educational purpose. CGU policies with respect to the collection support ongoing integration of the art collections in the educational mission of CGU. | |
| Part V, Line 4: | Claremont Graduate University (CGU) pursues investment objectives that strike a balance between preserving the real inflation adjusted value of the Fund; maximize the total long-term investment returns; and generate sufficient current income and capital gains to meet CGU's endowment spending goals. Endowment spending supports the mission of the University by augmenting financial support for academic curriculum, student programs, and research beyond that available through tuition and fees alone. The University manages investment risk by avoiding concentration of assets in one or several investment managers; excess concentration in asset classes; asset and investment class volatility; and personnel risk within investment managers. | Description of Intended Use of Endowment Funds: |
| Part X, Line 2: | The University had no unrecognized tax benefits at June 30, 2013 and 2012. The University is no longer subject to income tax examinations by taxing authorities for years before 2009 for its federal filing and for years before 2008 for its state filings. | Description of Uncertain Tax Positions Under FIN 48: |
| Blais Foundation income included in financial statement 300,967. Actuarial adjustment 416,307. Comprehensive pension loss 477,369. Special event expenses 22,268. | Part XI, Line 2d - Other Adjustments: | |
| Student financial aid 12,132,195. Income from K-1s 645,331. Distribution from Blais removed in consolidation 525,000. Adjustment to contributions receivable 75,000. | Part XI, Line 4b - Other Adjustments: | |
| Special event expenses 22,268. | Part XII, Line 2d - Other Adjustments: | |
| Student financial aid 12,132,195. | 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 Claremont Graduate University nondiscrimination policy is publicized in catalogues, promotional brochures and on the school's website. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Claremont Graduate University participates in the College Work-Study and Perkins Loan programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific - | 0 | 0 | Program Services | educational program (for credit course) focused on multi-dimensional aspects of global business in Asia | 62028 |
| Central America and the Caribbean - | 0 | 0 | Program Services | educational program (for credit course) focused on multi-dimensional aspects of global business and sustainability | 66850 |
| Central America and the Caribbean | 0 | 0 | Investments | 66760433 | |
| North America | 0 | 0 | Investments | 372561 | |
| Europe (Including Iceland & Greenland) | 0 | 0 | Investments | 5353199 | |
| Middle East and North Africa | 0 | 0 | Investments | 629418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 73244489 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 73244489 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
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 | Student Financial Aid | TypeOfGrant |
| Number Of Recipients | 1368 | NumberOfRecipients |
| Amount Of Cash Grant | 12657799 | 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 College determines the eligibility for each student's needs, the awards are credited to the student's account and the Office of Financial Aid monitors the student's continued eligibility to receive the assistance. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deborah Freund | ||||||||||||||
| President | 398769 | 0 | 25000 | 0 | 2207 | 0 | 52798 | 0 | 79486 | 0 | 558260 | 0 | 0 | 0 |
| Jacob Adams | ||||||||||||||
| EVP/Provost | 235104 | 0 | 25000 | 0 | 1462 | 0 | 26624 | 0 | 16429 | 0 | 304619 | 0 | 0 | 0 |
| Steven Garcia | ||||||||||||||
| Sr VP/Treasurer/Secretary | 225635 | 0 | 20000 | 0 | 1614 | 0 | 25292 | 0 | 574 | 0 | 273115 | 0 | 0 | 0 |
| Robert D Calvo | ||||||||||||||
| Assistant Treasurer | 110078 | 0 | 0 | 0 | 1128 | 0 | 12733 | 0 | 26134 | 0 | 150073 | 0 | 0 | 0 |
| Stewart Donaldson | ||||||||||||||
| Dean | 289320 | 0 | 25000 | 0 | 1496 | 0 | 27798 | 0 | 18860 | 0 | 362474 | 0 | 0 | 0 |
| Carl Johnson | ||||||||||||||
| Dean | 304546 | 0 | 0 | 0 | 2732 | 0 | 27380 | 0 | 18518 | 0 | 353176 | 0 | 0 | 0 |
| Bernard Jaworski | ||||||||||||||
| Dean | 328674 | 0 | 0 | 0 | 0 | 0 | 24547 | 0 | 17188 | 0 | 370409 | 0 | 0 | 0 |
| Frederic Siegel | ||||||||||||||
| Dean of Enrollment Management | 166924 | 0 | 0 | 0 | 0 | 0 | 21450 | 0 | 83268 | 0 | 271642 | 0 | 0 | 0 |
| Robert Klitgaard | ||||||||||||||
| Faculty/Former President | 226822 | 0 | 0 | 0 | 0 | 0 | 24228 | 0 | 39629 | 0 | 290679 | 0 | 0 | 0 |
| Jay Prag IV | ||||||||||||||
| Faculty | 248543 | 0 | 0 | 0 | 0 | 0 | 22250 | 0 | 5083 | 0 | 275876 | 0 | 0 | 0 |
| Thomas Horan | ||||||||||||||
| Faculty | 224430 | 0 | 0 | 0 | 1265 | 0 | 25091 | 0 | 19634 | 0 | 270420 | 0 | 0 | 0 |
| Richard Wartzman | ||||||||||||||
| Administrator | 188406 | 0 | 40000 | 0 | 440 | 0 | 21192 | 0 | 21536 | 0 | 271574 | 0 | 0 | 0 |
| Yi Feng | ||||||||||||||
| Faculty/Former Provost | 197421 | 0 | 0 | 0 | 940 | 0 | 22433 | 0 | 15209 | 0 | 236003 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The President (D Freund) received the following benefits: First-Class travel (non-taxable), Housing (non-taxable, non gross-up), and Social Club Dues (non-taxable). The Dean of Enrollment Management received the following benefit: Housing (non-taxable). |
| Part I, Line 4b | The President (D Freund) participates in a 457(f) plan. A contribution of $25,000 was made during the year in accordance with the employment contract terms. Vesting and distribution occurs at the earliest of one of the following events: June 30, 2015; the date on which she separates from service involuntarily without cause, the date on which she becomes disabled, or her death. Benefits are forfeited if the President separates from service prior to June 30, 2015 for any reason other than the ones listed above. Contributions are credited to the account June 30 each year in amounts outlined in the plan document. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority | ||||||||
| A | 521705592 | 130178QJ8 | 2008-08-21 | 15074351 | Acquisition, construction, improvement, and equipment of certain facilities | 0 | 0 | 0 |
| California Educational Facilities Authority | ||||||||
| B | 521705592 | 130178ET9 | 2007-02-15 | 37337930 | Construct new housing for graduate students at the University | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 115000 | 15427866 | 959514 | 920721 | 169320 | 14299032 | 1 | 0 | 1 | 1 | |
| B | 39077159 | 709342 | 318527 | 38049290 | 0 | 0 | 1 | 1 | 2009 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K Part IV, Arbitrage, Line 2c | Date Rebate Computation Performed | Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 03/03/2011 Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 03/03/2011 |
| Part II, Line 3 | The difference between part II, line 3 and and issue price is due to investment income. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 84534 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Baby Grand Piano | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | 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 | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Non Reporting of Revenue: | Identifier |
| Return Reference | Part I, Line 33: | ReturnReference |
| Explanation | The University received a painting entitled "Abstract Collage", 680 reference books & papers on the subject of Public Health, and a Baby Grand Piano, for which no appraisal was obtained. Each of these 3 donations were recorded as revenue on the financial statements for $1. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | CGU utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. CGU has engaged an outside accounting firm to prepare the 990 using information provided by the Office of Financial Services, the Office of Human Resources, and the Treasurer's Office, and changes are made as needed. Once a revised draft is available, it is reviewed by the Controller and the Vice President/Treasurer. After this review and any resulting changes are complete, the revised draft is provided to members of the CGU Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Audit Committee accepts the 990 and the 990 is provided to all voting members of the Board of Trustees prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The University maintains a policy that any Board member, Senior Management personnel, and such other persons designated by the President, or persons who exercise discretionary authority on behalf of Claremont Graduate University (CGU or University); defined collectively as fiduciary personnel, may not use this authority for his or her own benefit. It is University policy that all such personnel have a fiduciary duty to be free from the influence of any conflicting interest when acting on behalf of CGU. All dealings are conducted on the sole basis of what is in the best interest of the University without favor or preference to third parties based on personal considerations. To this end CGU enforces the following four guidelines concerning conflict of interest: 1. No fiduciary of the University shall accept from any person, directly or indirectly whether by himself or herself or through a family member or through any business or professional associate, any gift, favor, service, employment, or any other thing of value, which he or she knows or has reason to believe is made or offered to him or her with the intent to influence him or her in the performance of his or her fiduciary duties to the University. 2. No fiduciary, who is a partner, officer, or employee of a partnership, firm, or corporation or who owns or controls a significant financial interest in such organization, shall represent, appear for, or negotiate on behalf of the University in connection with the acquisition or sale by CGU of any interest in real or personal property, tangible or intangible, to or from such partnership, firm, or corporation. 3. No fiduciary shall participate by discussion, voting, or by any other action taken by the Board of Trustees or any committee thereof, in the enactment of or defeat of a motion which relates to any transaction with any party referred to in paragraph 2 above. In case any such matter is discussed at any meeting where any fiduciary who has such an interest is present, he or she shall promptly disclose his or her interest in the matter to be voted on to the chairman of the meeting or the Senior Vice President for Finance & Administration/Treasurer (SVP/Treasurer) of CGU. He or she shall not vote on the matter and at the discretion of the disinterested members present may be required to leave such meeting. 4. In addition to the foregoing, all fiduciary personnel shall disclose to the SVP/Treasurer the existence of any relationship that may be deemed direct or indirect conflicts of interest with Claremont Graduate University. For this purpose, a "direct or indirect conflict of interest" means: a) Any situation in which fiduciary personnel have or may be construed to have a direct or indirect personal or financial interest in any business affairs of the University, whether related to a proposed contract or transaction to which the University may be a party or may be considering or, b) Because of a similarity of business interests or affairs, it may be construed that the University is competing with the personal or financial interest of the fiduciary personnel. The Board Chairperson and SVP/Treasurer monitor for conflict of interest throughout the calendar year. On an annual basis the SVP/Treasurer polls all Board members and Senior Management personnel for conflict of interest in writing. The written disclosures are reviewed, and disclosed in accordance with the University's Conflict of Interest Policy. | |
| Form 990, Part VI, Section B, line 15 | In the Spring the Associate Vice President for Human Resources collects and analyzes published compensation data from peer group institutions, local surveys, and the other members of the Claremont Colleges for the position of the President. The Executive Committee or the Compensation Committee (a sub-committee appointed by the Executive Committee) gathers information from stakeholders regarding the President's performance, and the President presents a self-evaluation to the Executive Committee. After review and discussion of the data by the Executive Committee, the Executive Committees presents its recommendation of compensation for the President to the Board of Trustees for approval. After review and discussion the Board of Trustees determines and approves compensation for the President. Minutes of the Committee meetings and the analyses are kept confidential, limited to the Board of Trustees, the President, Senior Vice President for Finance and Administration, and the Associate Vice President for Human Resources. The University employs the President via an employment contract approved by the Board of Trustees. In the Spring the Associate Vice President for Human Resources also collects and analyzes published compensation data from peer group institutions, local surveys, and the other members of the Claremont Colleges for each senior administrator and other key employee positions (Academic Deans). The comparability compensation data, along with written performance evaluations and salary recommendations, are presented to the Executive Committee and President for review and discussion. After review and discussion by the Executive Committee and the President, compensation is determined and approved for each senior administrator and other key employees. Minutes of the Committee meetings and the analyses are kept confidential, limited to the Board of Trustees, the President, Senior Vice President for Finance and Administration, and the Associate Vice President for Human Resources. | |
| Form 990, Part VI, Section C, line 19 | Annually, we post our Audited Financial Statements to our website which are made available to the public.We are responsible to post the bylaws to the main website (www.cgu.edu), and available to the public. | |
| Form 990, Part XI, line 9: | Actuarial adjustment 416,307. Pension gain/(loss) 477,369. Income from K-1s -645,331. Blais Foundation - change in unrealized loss -833,807. Adjustments to contributions receivable -75,000. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Claremont University Consortium | |||||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | 954786748 | Provide academic and business services | CA | 501(c)(3) | Line 11a, I | N/A | 0 | |
| Blais Foundation | |||||||||||
| 150 E Tenth Street | Claremont | CA | 91711 | 954729463 | Support of Claremont Graduate University | CA | 501(c)(3) | Line 11a, I | 1 | Claremont Graduate University | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| Charitable Remainder Trusts (2) | ||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | Holdings | CA | Claremont Graduate University | T | 0 |
| Pooled Income Funds (6) | ||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | Holdings | CA | Claremont Graduate University | 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 | 1 | 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 | 0 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blais Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 525000 | AmountInvolved |
| Method Of Amt Determination | Book/Actual Value | MethodOfAmtDetermination |
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