KECK GRADUATE INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KECK GRADUATE INSTITUTE (EIN 95-4625327)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-06
- IRS object ID
- 201301269349301095
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T17:17:20-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 W March Lane Ste 100 | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 95219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954625327 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keck Graduate Institute of Applied Life Sciences | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KECK | NameControl |
| Phone | 9096218043 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 Watson Drive | 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 | 2013-04-30 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sheldon Schuster | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 Watson Drive | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 86583438 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.kgi.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | KGI is dedicated to education and research aimed at translating life sciences into practice. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 191 | TotalNbrEmployees |
| Total Nbr Volunteers | 123 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1668630 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3357457 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7007722 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7781604 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1007332 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4489760 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 875742 | OtherRevenuePriorYear |
| Other Revenue Current Year | 843520 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10559426 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16472341 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2012814 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2079286 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7656614 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8127597 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1765751 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5943011 | OtherExpensePriorYear |
| Other Expenses Current Year | 6298230 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15612439 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16505113 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5053013 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -32772 | RevenuesLessExpensesCY |
| Total Assets BOY | 67360715 | TotalAssetsBOY |
| Total Assets EOY | 67724984 | TotalAssetsEOY |
| Total Liabilities BOY | 10401071 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15612588 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56959644 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52112396 | NetAssetsOrFundBalancesEOY |
| Mission Description | Keck Graduate Institute is dedicated to education and research aimed at translating into practice, for the benefit of society, the power and potential of the life sciences. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11663590 | Expense |
| Grants | 2079286 | Grants |
| Revenue | 7781604 | Revenue |
| Description | All program sources relate to graduate education and research in the life sciences. | Description |
| Total Program Service Expense | 11663590 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 82 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 191 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 |
| 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 S Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Sheldon M Schuster | |||||||
| President | 40.00 | X | X | 332873 | 0 | 88018 | |
| Bonnie Anderson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John D Baldeschwieler | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Karen Bernstein | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Frank J Biondi Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Daniel M Bradbury | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Catherine M Burzik | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Marsh A Cooper | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robert E Curry | |||||||
| Chair of the Board | 1.00 | X | X | 0 | 0 | 0 | |
| Joann P DiGennaro | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dennis M Fenton | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jay Flatley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Judith A Heyboer | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Peter Barton Hutt | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Alice T Kane | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Bernard E Kury | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Gregg A Lapointe | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Rodney S Markin MD | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Arthur D Riggs | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Maxine Savitz | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mark Stevenson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Murli Tolaney | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Martha E Vincent | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James F Widergren | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richmond Wolf | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lilian Wu | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Michael A Friedman MD | |||||||
| Trustee (through 01/12) | 1.00 | X | 0 | 0 | 0 | ||
| Anthony D Caracciolo | |||||||
| Trustee (through 06/12) | 1.00 | X | 0 | 0 | 0 | ||
| Billy Tauzin | |||||||
| Trustee (through 01/12) | 1.00 | X | 0 | 0 | 0 | ||
| Robert W Caragher | |||||||
| VP Finance & Ops | 40.00 | X | 179271 | 0 | 28145 | ||
| Frances C Lehman | |||||||
| Asst Sec to Board | 40.00 | X | 64562 | 0 | 14170 | ||
| James Sterling | |||||||
| VP Academic Affairs/Dean of Faculty | 40.00 | X | 187439 | 0 | 27900 | ||
| Elizabeth Wright | |||||||
| Asst. VP/Sec to Bd | 40.00 | X | 116326 | 0 | 29412 | ||
| Karen Schneider | |||||||
| VP Advancement | 40.00 | X | 167137 | 0 | 15862 | ||
| Mia Alonzo | |||||||
| Controller | 4.00 | X | 0 | 113393 | 25976 | ||
| M Ian Phillips | |||||||
| Research Professor | 40.00 | 189624 | 0 | 10238 | X | ||
| Molly Schmid | |||||||
| Professor | 40.00 | 152707 | 0 | 25775 | X | ||
| Matthew Croughan | |||||||
| Professor | 40.00 | 175199 | 0 | 36261 | X | ||
| Steven Casper | |||||||
| Associate Professor | 40.00 | 151531 | 0 | 38241 | X | ||
| Gail Baura | |||||||
| Professor | 40.00 | 142757 | 0 | 25604 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1859426 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 113393 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 365602 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Generator Service Co Inc | |||||
| 10255 Philadelphia Ct | Rancho Cucamonga | CA | 91730 | Generator Service | 145142 |
| Monterey Landscaping Irrigation Inc | |||||
| 226 N Vista Place | Upland | CA | 91786 | Grounds Maintenance | 128213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 3357457 | AllOtherContributions |
| Noncash Contributions | 1096 | NoncashContributions |
| Total Contributions | 3357457 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Gross Tuition and Fees | 611710 | 5081877 | 5081877 |
| Fed Grants & Contracts | 611710 | 1687267 | 1687267 |
| Team Masters Project | 611710 | 1012460 | 1012460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7781604 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1516642 | TotalRevenueColumn |
| Exclusion | $1,516,642 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1075639 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 285874 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 789765 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 789765 | TotalRevenueColumn |
| Exclusion | $789,765 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72029924 | Securities |
| Other | 768417 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69465043 | Securities |
| Other | 360180 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2564881 | Securities |
| Other | 408237 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2973118 | TotalRevenueColumn |
| Exclusion | $2,973,118 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | License Fees | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 53755 | TotalRevenueColumn |
| Exclusion | $53,755 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 53755 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16472341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7781604 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,333,280 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2079286 | Total |
| Program Services | 2079286 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1277711 | Total |
| Program Services | 110209 | ProgramServices |
| Management And General | 761441 | ManagementAndGeneral |
| Fundraising | 406061 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5568740 | Total |
| Program Services | 4754269 | ProgramServices |
| Management And General | 257175 | ManagementAndGeneral |
| Fundraising | 557296 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412662 | Total |
| Program Services | 372949 | ProgramServices |
| Fundraising | 39713 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441388 | Total |
| Program Services | 356911 | ProgramServices |
| Fundraising | 84477 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427096 | Total |
| Program Services | 265533 | ProgramServices |
| Management And General | 108369 | ManagementAndGeneral |
| Fundraising | 53194 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108283 | Total |
| Program Services | 43945 | ProgramServices |
| Management And General | 63534 | ManagementAndGeneral |
| Fundraising | 804 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98680 | Total |
| Management And General | 98680 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7460 | Total |
| Management And General | 7460 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592253 | Total |
| Program Services | 343685 | ProgramServices |
| Management And General | 148769 | ManagementAndGeneral |
| Fundraising | 99799 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389113 | Total |
| Program Services | 192013 | ProgramServices |
| Management And General | 73361 | ManagementAndGeneral |
| Fundraising | 123739 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1005308 | Total |
| Program Services | 662844 | ProgramServices |
| Management And General | 292790 | ManagementAndGeneral |
| Fundraising | 49674 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281031 | Total |
| Program Services | 124865 | ProgramServices |
| Management And General | 156166 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558434 | Total |
| Program Services | 331765 | ProgramServices |
| Management And General | 157489 | ManagementAndGeneral |
| Fundraising | 69180 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417705 | Total |
| Program Services | 337924 | ProgramServices |
| Management And General | 24369 | ManagementAndGeneral |
| Fundraising | 55412 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197000 | Total |
| Program Services | 166440 | ProgramServices |
| Management And General | 9863 | ManagementAndGeneral |
| Fundraising | 20697 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424779 | Total |
| Program Services | 199510 | ProgramServices |
| Management And General | 156516 | ManagementAndGeneral |
| Fundraising | 68753 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620770 | Total |
| Program Services | 222577 | ProgramServices |
| Management And General | 398159 | ManagementAndGeneral |
| Fundraising | 34 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703475 | Total |
| Program Services | 324620 | ProgramServices |
| Management And General | 263227 | ManagementAndGeneral |
| Fundraising | 115628 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28900 | Total |
| Management And General | 28900 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Grant subcontracting | 583848 | 583848 | ||
| Building repair | 170431 | 102651 | 47708 | 20072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110760 | Total |
| Program Services | 87746 | ProgramServices |
| Management And General | 21796 | ManagementAndGeneral |
| Fundraising | 1218 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16505113 | Total |
| Program Services | 11663590 | ProgramServices |
| Management And General | 3075772 | ManagementAndGeneral |
| Fundraising | 1765751 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26947 | BOY |
| EOY | 131189 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3403793 | BOY |
| EOY | 2596178 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3496840 | BOY |
| EOY | 2764510 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190810 | BOY |
| EOY | 35695 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821460 | BOY |
| EOY | 814884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26013120 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9633490 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17256984 | BOY |
| EOY | 16379630 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41486893 | BOY |
| EOY | 44227392 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542806 | BOY |
| EOY | 591714 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134182 | BOY |
| EOY | 183792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67360715 | BOY |
| EOY | 67724984 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1489182 | BOY |
| EOY | 1597136 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120709 | BOY |
| EOY | 165310 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8466480 | BOY |
| EOY | 8186302 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324700 | BOY |
| EOY | 5663840 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10401071 | BOY |
| EOY | 15612588 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19728027 | BOY |
| EOY | 14035794 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7918826 | BOY |
| EOY | 8742972 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29312791 | BOY |
| EOY | 29333630 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56959644 | BOY |
| EOY | 52112396 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67360715 | BOY |
| EOY | 67724984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -32772 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4814476 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 22800 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52174374 | BeginningOfYearBalance |
| Contributions | 226053 | Contributions |
| Investment Earnings Or Losses | 710932 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 335022 | GrantsOrScholarships |
| Other Expenditures | 2651731 | OtherExpenditures |
| End Of Year Balance | 50124606 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46639193 | BeginningOfYearBalance |
| Contributions | 542414 | Contributions |
| Investment Earnings Or Losses | 9187522 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 324622 | GrantsOrScholarships |
| Other Expenditures | 3821073 | OtherExpenditures |
| Administrative Expenses | 49060 | AdministrativeExpenses |
| End Of Year Balance | 52174374 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45244372 | BeginningOfYearBalance |
| Contributions | -1306983 | Contributions |
| Investment Earnings Or Losses | 4574897 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 297666 | GrantsOrScholarships |
| Other Expenditures | 1575427 | OtherExpenditures |
| End Of Year Balance | 46639193 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38620608 | BeginningOfYearBalance |
| Contributions | 11789658 | Contributions |
| Investment Earnings Or Losses | -3243468 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 266785 | GrantsOrScholarships |
| Other Expenditures | 1655641 | OtherExpenditures |
| End Of Year Balance | 45244372 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31720 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.58520 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09760 | 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 | 1222667 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2000929 | OtherCostOrOtherBasis |
| Book Value | 3223596 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6029671 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 11684083 | OtherCostOrOtherBasis |
| Depreciation | 5614148 | Depreciation |
| Book Value | 12099606 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5015107 | OtherCostOrOtherBasis |
| Depreciation | 4019342 | Depreciation |
| Book Value | 995765 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60663 | OtherCostOrOtherBasis |
| Book Value | 60663 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16379630 | TotalOfBookValueLandBuildings |
| Total Revenue | 16472341 | TotalRevenue |
| Total Expenses | 16505113 | TotalExpenses |
| Excess Or Deficit For Year | -32772 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4810657 | NetUnrealizedGLOnInvestments |
| Other | -$3,819 | OtherAmount |
| Total Adjustments | -4814476 | TotalAdjustments |
| Excess Or Deficit Per FS | -4847248 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9864453 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4810657 | NetUnrealizedGainsInvestments |
| Other Revenues | 285874 | OtherRevenues |
| Revenue Not Rptd F990 | -4524783 | RevenueNotRptdF990 |
| Revenue Subtotal | 14389236 | RevenueSubtotal |
| Other Revenues Not Included | 2083105 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2083105 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16472341 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14711701 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 285874 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 285874 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14425827 | ExpensesSubtotal |
| Other Expenses Not Included | 2079286 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2079286 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16505113 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | Enhance public spaces that are used for instruction and research. | |
| Part V, Line 4: | To provide funding for the general operations of the Institute as well as for specific programmatic elements such as student scholarships and faculty professorships. | Description of Intended Use of Endowment Funds: |
| Part X: | The Institute had no unrecognized tax benefits, and no uncertain tax positions at June 30, 2012 and 2011. | Description of Uncertain Tax Positions Under FIN 48: |
| Actuarial Adjustment -3,819. | Part XI, Line 8 - Other Adjustments: | |
| Rental Expenses 285,874. | Part XII, Line 2d - Other Adjustments: | |
| Student Financial Aid 2,079,286. Actuarial Adjustment 3,819. | Part XII, Line 4b - Other Adjustments: | |
| Rental Expenses 285,874. | Part XIII, Line 2d - Other Adjustments: | |
| Student Financial Aid 2,079,286. | Part XIII, 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 nondiscrimination policy is published in print publications and at the web site. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Keck Graduate Institute of Applied Life Sciences receives federal student financial aid from the Federal Direct Student Loan Program (FDSLP). |
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 | 123 | NumberOfRecipients |
| Amount Of Cash Grant | 2079286 | 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: Keck Graduate Institute of Applied Life Sciences awards scholarships only to individual graduate students enrolled at the Institute. The scholarships are awarded in the admissions process based upon academic merit, financial need, and availability of funds. The Institute monitors that each student receiving a scholarship maintains satisfactory academic progress. In awarding donor-funded scholarships, the Institute also monitors that students selected for those scholarships meet any donor stipulations as to academic preparation or field of study. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (9 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sheldon M Schuster | |||||||||||||
| 331082 | 0 | 0 | 0 | 1791 | 0 | 39315 | 0 | 48703 | 0 | 420891 | 0 | 0 | 0 |
| Robert W Caragher | |||||||||||||
| 176694 | 0 | 0 | 0 | 2577 | 0 | 21525 | 0 | 6620 | 0 | 207416 | 0 | 0 | 0 |
| James Sterling | |||||||||||||
| 186407 | 0 | 0 | 0 | 1032 | 0 | 22470 | 0 | 5430 | 0 | 215339 | 0 | 0 | 0 |
| Karen Schneider | |||||||||||||
| 165457 | 0 | 0 | 0 | 1680 | 0 | 10320 | 0 | 5542 | 0 | 182999 | 0 | 0 | 0 |
| M Ian Phillips | |||||||||||||
| 189624 | 0 | 0 | 0 | 0 | 0 | 9550 | 0 | 688 | 0 | 199862 | 0 | 0 | 0 |
| Molly Schmid | |||||||||||||
| 152707 | 0 | 0 | 0 | 0 | 0 | 18325 | 0 | 7450 | 0 | 178482 | 0 | 0 | 0 |
| Matthew Croughan | |||||||||||||
| 175199 | 0 | 0 | 0 | 0 | 0 | 21592 | 0 | 14669 | 0 | 211460 | 0 | 0 | 0 |
| Steven Casper | |||||||||||||
| 151531 | 0 | 0 | 0 | 0 | 0 | 19286 | 0 | 18955 | 0 | 189772 | 0 | 0 | 0 |
| Gail Baura | |||||||||||||
| 142757 | 0 | 0 | 0 | 0 | 0 | 17640 | 0 | 7964 | 0 | 168361 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1b | ReturnReference |
| Explanation | A residence or housing allowance is provided for the President. The housing allowance is treated as taxable compensation. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Educational Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521705592 | IssuerEIN |
| CUSIP Number | 130178FR2 | CUSIPNumber |
| Date Issued | 2007-02-27 | DateIssued |
| Issue Price | 8829714 | IssuePrice |
| Description Of Purpose | Advance refund the 2000 CEFA bond issue | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 1 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 8868619 | TotalProceeds |
| Amount In Reserve Fund | 514625 | AmountInReserveFund |
| Issuance Costs From Proceeds | 106216 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K Supplental Information | Identifier |
| Explanation | The part I, line A, column (e) issue price is the portion of the bond benefitting the filing organization. Per Form 8038, Part III, column (b), the total bond issue price was $38,876,587.90. Part II, line 3: The difference between Part II, line 3 and issue price in part I is due to interest income. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Audit and Risk Management Committee of the Institute's Board of Trustees is responsible for the annual review of the Institute's IRS Form 990 tax return before the return is filed with the IRS. To inform its review, the Committee meets with the Institute's corporate officers and the external auditors who are responsible for preparing and signing the return. The Committee reports on its review to the Board, and documents its review process and the results of the process in the Committee's minutes. The entire return is made available electronically to all members of the Board. | |
| Form 990, Part VI, Section B, line 12c | The Audit and Risk Management Committee of the Institute's Board of Trustees requires that each trustee, officer, faculty member and management level staff complete an annual code of conduct and conflict of interest questionnaire. Any disclosures from the questionnaires that require Board action are referred to the appropriate Board Committees for response. Institute faculty and management also serve on a Conflict Monitoring Committee, which oversees interactions between the Institute's faculty or students and external academic collaborators to ensure that any conflicts of interest that arise are vetted and elevated to the appropriate Board Committees. | |
| Form 990, Part VI, Section B, line 15 | The Personnel and Compensation Committee of the Institute's Board of Trustees is responsible for the annual review and recommendation for approval by the Board of the compensation of the President and of each of the President's direct reports, who include all senior staff members, corporate officers and key employees of the Institute. To inform its recommendations, the Committee reviews independent benchmark salary survey data for comparable positions in higher education, from sources such as the Association of Independent California Colleges and Universities (AICCU) and the College and University Professional Association for Human Resources (CUPA-HR). The Committee also reviews the specific job descriptions for each of these positions at the Institute, as well as any explanations of how the responsibilities of these positions vary from those of the positions in the survey data. The Committee also reviews the performance reviews and self-evaluations of the individuals in these positions. The Committee's review process and the results of the process are documented in the Committee's meeting minutes. | |
| Form 990, Part VI, Section C, line 19 | - Governing documents are available upon request - Financial statements are available upon request - Conflict of interest policy is available on the organization's website | |
| Form 990, Part VII: | Sheldon Schuster and Robert Curry each devote 1 hour per week and Mia Alonzo devotes 20 hours per week to Claremont University Consortium. | Hours per week devoted to related organizations: |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -4,810,657. Actuarial Adjustment -3,819. Total to Form 990, Part XI, Line 5: -4,814,476. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont University Consortium | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
| Primary Activities | Provide support to Claremont Colleges | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11b, II | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 |
| 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 | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments