2013-02-20T19:00:28-06:00 2012-06-30 421539623 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990 2011-07-01 990272261 CHAMINADE UNIVERSITY OF HONOLULU CHAM 8087354711 3140 WAIALAE AVENUE HONOLULU HI 96816 BRO BERNARD J PLOEGER 8087354711 2013-02-20 1 DEANNA C AWA P00647777 8085262255 2011 2016-03-07 17:11:31Z BRO BERNARD J PLOEGER 3140 WAIALAE AVENUE HONOLULU HI 96816 61747725 0 X WWW.CHAMINADE.EDU X 1957 HI CHAMINADE UNIVERSITY OFFERS ITS STUDENTS AN EDUCATION IN A COLLABORATIVE LEARNING ENVIRONMENT. 34 30 867 18 0 0 12987814 13859065 36535506 41620523 529348 178610 578807 573682 50631475 56231880 11470574 13139897 0 0 19107871 21690451 0 0 1145751 16922610 17752816 47501055 52583164 3130420 3648716 70610423 71691840 21219866 19158853 49390557 52532987 X CHAMINADE UNIVERSITY OFFERS ITS STUDENTS AN EDUCATION IN A COLLABORATIVE LEARNING ENVIRONMENT THAT PREPARES THEM FOR LIFE, WORK AND SERVICE. GUIDED BY ITS CATHOLIC, MARIANIST AND LIBERAL ARTS EDUCATIONAL TRADITIONS, CHAMINADE ENCOURAGES THE (SEE SCHEDULE O) DEVELOPMENT OF MORAL CHARACTER AND PERSONAL COMPETENCIES, AND THE COMMITMENT TO BUILD A JUST AND PEACEFUL SOCIETY. THE UNIVERSITY OFFERS THE CIVIC AND CHURCH COMMUNITIES OF THE PACIFIC REGION ITS ACADEMIC AND INTELLECTUAL RESOURCES IN THE PURSUIT OF COMMON AIMS. 0 0 40370049 13139897 38009011 CHAMINADE OFFERS AN EDUCATION IN A COLLABORATIVE LEARNING ENVIRONMENT THAT PREPARES STUDENTS FOR LIFE, SERVICE AND SUCCESSFUL CAREERS. GUIDED BY ITS CATHOLIC, MARIANIST AND LIBERAL ARTS EDUCATIONAL TRADITIONS AND ACCREDITED BY THE WESTERN ASSOCIATION OF COLLEGES AND UNIVERSITIES, CHAMINADE PROVIDES 2800 STUDENTS WITH 23 UNDERGRADUATE DEGREE PROGRAMS, 7 GRADUATE DEGREE PROGRAMS AND SEVERAL DEGREE OPPORTUNITIES FOR WORKING ADULTS IN THE ACCELERATED ADULT EVENING PROGRAMS. 4104100 3611512 AUXILIARY ENTERPRISES AT CHAMINADE INCLUDE A 400 STUDENT RESIDENCE HALL PROGRAM; DINING SERVICES FEATURING THE SILVERSWORD CAFE AND COURTYARD PATIO; NCAA PACIFIC WEST CONFERENCE DIVISION II ATHLETIC PROGRAM ANNUALLY HOSTING THE EA SPORTS MAUI INVITATIONAL BASKETBALL TOURNAMENT; CAMPUS BOOKSTORE; COPY CENTER AND MAIL SERVICES. 44474149 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 X 3732 0 1 867 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JEOFFREY M VERANO JR 8087354711 3140 WAIALAE AVENUE HONOLULU HI 96816 REV MARTIN SOLMA 0.30 X 0 0 0 KATHLEEN WO 0.30 X 0 0 0 DANIEL L COLIN 0.30 X 0 0 0 CORI CHING WESTON 0.30 X 0 0 0 JEANNE ANDERSON 0.30 X 0 0 0 KAREN E ANDERSON 0.30 X 0 0 0 VIOLETA A ARNOBIT 0.30 X 0 0 0 GAE BERGQUIST TROMMALD 0.30 X 0 0 0 CAROLYN BERRY 0.30 X 0 0 0 GEN DAVID A BRAMLETT 0.30 X 0 0 0 BRO WILLIAM J CAMPBELL 0.30 X 0 0 0 DANIEL J CURRAN 0.30 X 0 0 0 NICOLE M DUPONT 0.30 X 0 0 0 DANIEL D GOO 0.30 X 0 0 0 STANLEY W HONG 0.30 X 0 0 0 AMY L JAMPEL 0.30 X 0 0 0 BRIG GENERAL DWIGHT KEALOHA 0.30 X 0 0 0 ADM ROBERT KIHUNE 0.30 X 0 0 0 VIOLET S LOO 0.30 X 0 0 0 REV PAUL MARSHALL 0.30 X 0 0 0 REV JOHN A MCGRATH 0.30 X 0 0 0 BENNETTE M MISALUCHA 0.30 X 0 0 0 ANNA MARIE SPRINGER 0.30 X 0 0 0 WILLIBRORD K TALLETT 0.30 X 0 0 0 LAURIE KS TOM 0.30 X 0 0 0 LAWRENCE KW TSEU 0.30 X 0 0 0 VAUGHN VASCONCELLOS 0.30 X 0 0 0 SHELLEY WILSON 0.30 X 0 0 0 PATRICK KSL YIM 0.30 X 0 0 0 HOYT ZIA 0.30 X 0 0 0 BRO EDWARD BRINK 0.30 X 0 0 0 MICHAEL F KERR 0.30 X 0 0 0 JAMES KRAUS 0.30 X 0 0 0 BRO BERNARD J PLOEGER 40.00 X X 0 0 0 DANIEL GILMORE 40.00 X 98103 0 26812 DIANE PETERS-NGUYEN 40.00 X 115979 0 28085 LARRY OSBORNE 40.00 X 123025 0 15674 JOHN WEBSTER 40.00 X 140290 0 0 ROBERT SANTEE 40.00 X 129988 0 6499 DALE FRYXELL 40.00 X 170832 0 27143 STEPHANIE GENZ 40.00 X 134380 0 20822 SCOTT SCHROEDER 40.00 X 133165 0 6658 1045762 0 131693 11 0 1 0 HMSA PO BOX 860 HONOLULU HI 96808 MEDICAL PREMIUMS 3073538 ROBERT M KAYA BUILDERS INC 525 KOKEA ST BLDG B-3 HONOLULU HI 96817 CONTRACTOR 1502523 ARAMARK CAMPUS SERVICES CHAMINADE UNIVERSITY 3140 WAIALAE HONOLULU HI 96816 FOOD SERVICES 1347090 CREATIVE BUILDING CONCEPTS LLC 419 KAIPIHA ST KAILUA HI 96734 CONTRACTOR 1309579 HAWAIIAN ELECTRIC PO BOX 3978 HONOLULU HI 96812 ELECTRICITY 1283871 34 123836 9635695 4099534 34947 13859065 TUITION AND FEES 900004 38009011 38009011 AUXILIARY REVENUE 900004 3611512 3611512 41620523 193057 193057 33360 25665 7695 7695 7695 4521321 4535768 -14447 -14447 -14447 24295 123836 33174 -8879 -8879 1185853 921238 264615 264615 OTHER INCOME 900099 310251 310251 310251 56231880 41930774 0 442041 X 13139897 13139897 424961 424961 17256314 14686197 2031772 538345 594074 493442 82544 18088 2078717 1726598 288828 63291 1336385 1110011 185685 40689 31607 31607 196625 89355 107270 564797 362045 79757 122995 2405232 1686086 613848 105298 577001 20021 556980 3491542 2616184 825540 49818 641248 591997 36594 12657 35440 35440 478988 478988 3994012 3444185 524223 25604 330869 300308 27505 3056 ACADEMIC SUPPORT 587155 581666 5489 0 FOOD, ROOM & BOARD 332346 293596 0 38750 BAD DEBT 265918 265918 0 0 PROFESSIONAL DEVELOPMEN 192610 154612 36231 1767 3627426 2912031 590002 125393 52583164 44474149 6963264 1145751 -1126 55457 3135049 2326676 6859759 5472893 924222 684032 609787 499867 261359 343939 1062943 824781 77850400 27912329 47027820 49938071 9312751 10163644 1417859 1382480 70610423 71691840 3114757 2793054 1953408 1931967 9395530 9230882 5661802 2569871 1094369 2633079 21219866 19158853 X 32787389 35414113 8643903 6841805 7959265 10277069 49390557 52532987 70610423 71691840 X 3648716 -506286 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154104 X 0 9575952 2371789 -279240 273020 108470 11287011 8443143 193363 1273776 146399 187931 9575952 7478188 543513 607617 186175 8443143 7677361 497286 -1026844 7147803 1.00000 0 1 1 1308600 1308600 62111761 19197490 42914271 7750201 5351862 2398339 6679838 3362977 3316861 49938071 STUDENT LOANS 660933 DEPOSITS 211088 CAPITAL LEASE OBLIGATION 1702268 UNSECURED NOTES PAYABLE TO MARIANIST CENTER OF HAWAII 58790 2633079 56231880 52583164 3648716 -471899 -34387 -506286 3142430 45030668 -471899 1457200 -34387 950914 44079754 12152126 12152126 56231880 41888238 1457200 987772 2444972 39443266 13139898 13139898 52583164 PART III, LINE 4: IN FYE JUNE 30, 2011, THE ORGANIZATION PURCHASED A FINE ART EDITION OF THE ST. JOHN'S BIBLE. THE BIBLE IS A WORK OF ART AND A WORK OF THEOLOGY. THE VISION AND VALUES OF THE BIBLE ARE TO IGNITE IMAGINATION, GLORIFY GOD'S WORD, REVIVE TRADITION, DISCOVER HISTORY, FOSTER THE ARTS, AND GIVE VOICE. THE ST. JOHN'S BIBLE, ON PUBLIC EXHIBITION, PROVIDES EDUCATION TO STUDENTS BY PROVIDING OPPORTUNITIES TO EXPLORE THE VARIOUS SUBJECTS WRITTEN AND ILLUMINATED IN THE BIBLE. CHAMINADE PLANS TO USE THE BIBLE IN LITURGIES MARKING EVENTS OF GREATEST SIGNIFICANCE IN CAMPUS LIFE, SUCH AS GRADUATIONS AND INSTALLATIONS. CHAMINADE WILL ALSO MAKE IT AVAILABLE FOR USE BY THE DIOCESE OF HONOLULU FOR SIMILAR OCCASIONS, SUCH AS THE ANNUAL RED MASS FOR HAWAII'S POLITICAL LEADERS AND THE OPENING OF THE ACADEMIC YEAR MASS WITH THE CATHOLIC SCHOOL TEACHERS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS AND PROGRAM EXPENSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE UNIVERSITY HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2012 AND 2011. INTEREST AND PENALTIES, IF ANY (NONE IN 2012 OR 2011), ARE INCLUDED IN INSTITUTIONAL SUPPORT EXPENSES. AS OF JUNE 30, 2012, THE YEARS THAT REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES ARE 2008 AND THEREAFTER. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF CUEF: -34,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF CUEF -34,387. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNTS & SCHOLARSHIPS 9,009,677. FEDERAL GRANTS 4,130,220. RENTAL EXPENSES -33,360. FUNDRAISING EXPENSES -33,174. COGS -921,238. ROUNDING 1. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 33,174. COGS 921,238. RENTAL EXPENSES 33,360. PART XIII, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNTS & SCHOLARSHIPS 9,009,677. FEDERAL GRANTS NETTED AGAINST REVENUE 4,130,220. ROUNDING 1. PART V, COLUMN (C): AMOUNTS WERE PREVIOUSLY ADJUSTED TO REFLECT REVISED FIGURES, AS REPORTED IN PRIOR YEAR AUDITED FINANCIAL STATEMETS. AS SUCH, LINE 1G(D), THREE YEARS BACK END OF YEAR BALANCE, WILL NOT TIE TO LINE 1A(C), TWO YEARS BACK BEGINNING OF YEAR BALANCE. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 "NOTICE OF NONDISCRIMINATORY POLICY" IS AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY CATALOG, STUDENT HANDBOOK AND CHAMINADE WEBSITE (WWW.CHAMINADE.EDU) EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES HOGAN CHINA INTERNSHIP PROGRAM 39264 SOUTH ASIA 0 0 PROGRAM SERVICES HOGAN INDIA PROGRAM 950 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MISSION OUTREACH 4520 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CHUUK PROGRAM 13340 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CHUUK RESEARCH 875 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 CONFERENCE RUSSIA CONFERENCE 2500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 CONFERENCE GREECE CONFERENCE 1500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 CONFERENCE HARRIS MANCHESTER FELLOWSHIP 2995 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 CONFERENCE ZURICH CONFERENCE 1435 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 CONFERENCE GENEVA CONFERENCE 998 0 0 0 0 0 0 65944 2433 68377 0 0 0 0 0 0 ATHLETICS GALA 148131 123836 24295 24295 8879 148131 123836 24295 24295 8879 33174 -8879 1 SCHOLARSHIPS & GRANTS 1229 8717717 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SCHOOL PROVIDES GRANTS IN THE FORM OF CREDITS AGAINST TUITION INVOICES. GRANT FUNDS ARE NOT ACTUALLY DISBURSED FROM THE SCHOOL. X X X 0 0 0 0 0 0 0 0 0 DALE FRYXELL 170832 0 0 0 0 0 8958 0 18692 0 198482 0 0 0 STEPHANIE GENZ 134380 0 0 0 0 0 7031 0 14590 0 156001 0 0 0 CHAMINADE UNIVERSITY OF HONOLULU 990272261 419800GV6 2006-03-22 10140846 FURTHERANCE OF ENTITY'S CHARITABLE PURPOSE 0 0 0 10140846 657588 130500 8907239 2006 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 NA 0 0 0 NA 0 0 0 SCHEDULE K, PART IV, ARBITRAGE: QUESTIONS 3D-3E AND 4D ARE NOT APPLICABLE TO THE EXEMPT ORGANIZATION. AS SUCH, THEY HAVE BEEN MARKED NO. HMSA ENTITY OF WHICH A CURRENT DIRECTOR SERVED AS AN OFFICER OR DIRECTOR OF 997214 MEDICAL PREMIUMS 0 MARIANIST PROVINCE OF THE UNITED STATES ENTITY OF WHICH A CURRENT DIRECTOR SERVED AS AN OFFICER OR DIRECTOR OF 292207 STIPEND, BENEFITS 0 FIRST HAWAIIAN BANK ENTITY OF WHICH A CURRENT DIRECTOR SERVED AS AN OFFICER OR DIRECTOR OF 318982 RECORDING FEE, INTEREST, BANKING FEE 0 X 2 34947 FAIR MARKET VALUE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE EXEMPT ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED IN PART I, COLUMN (B). FOR PUBLICLY TRADED SECURITIES, EACH SEPARATE GIFT REPRESENTS AN ITEM. FORM 990, PART V: QUESTIONS 7G AND 7H ARE NOT APPLICABLE TO THE EXEMPT ORGANIZATION. AS SUCH, THEY HAVE BEEN MARKED NO. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 990 WILL BE SUBMITTED TO THE AUDIT COMMITTEE AT THEIR FEBRUARY 2013 MEETING FOR REVIEW PRIOR TO FINALIZATION & FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, IN JULY/AUGUST, THE PRESIDENT'S OFFICE EMAILS THE CONFLICT OF INTEREST FORMS TO EACH CURRENT MEMBER OF THE BOARD OF REGENTS. FORMS ARE THEN SENT BACK TO THE PRESIDENT'S OFFICE, WHO REVIEWS THE COMPLETED FORMS AND TRACKS WHICH FORMS MAY STILL BE OUTSTANDING. FORM 990, PART VI, SECTION B, LINE 15 FOR THE ORGANIZATION'S PRESIDENT, THE BOARD NEGOTIATES THE CONTRACT IN CONJUNCTION WITH THE UNIVERSITY LEGAL COUNSEL. FOR OTHER OFFICERS OR KEY EMPLOYEES, COMPENSATION IS NEGOTIATED BY THE PRESIDENT OF THE UNIVERSITY WHO CONSULTS WITH THE PERSONNEL OFFICE & COMPARES COMPENSATION WITH PEER INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE & UPON REQUEST. DURING THE FISCAL YEAR ENDED JUNE 30, 2012, CHAMINADE UNIVERSITY ENTERED INTO A LONG-TERM POWER PURCHASE AGREEMENT TO PURCHASE THE ENERGY GENERATED BY A SOLAR ELECTRIC GENERATING FACILITY. MANAGEMENT HAS RECOGNIZED A CAPITAL LEASE FOR THE ESTIMATED PAYMENTS RELATED TO THE SYSTEM. ALTHOUGH FOR TAX PURPOSES THE AGREEMENT WOULD NOT FALL UNDER THE DEFINITION OF A CAPITAL LEASE, THE POWER PURCHASE AGREEMENT WILL BE ACCOUNTED FOR AS A CAPITAL LEASE ON THE FORM 990 IN KEEPING WITH THE BOOKS AND RECORDS OF THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -471,899. CHANGE IN NET ASSETS OF CUEF: -34,387. TOTAL TO FORM 990, PART XI, LINE 5: -506,286. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MARIANIST CENTER OF HAWAII 3140 WAIALAE AVENUE HONOLULU HI 96816 990142275 EDUCATIONAL HI 501(C)(3) SEC. 170(B)(1)(A)(I) N/A 0 CHAMINADE UNIVERSITY EDUCATIONAL FOUNDATION C/O 1088 BISHOP STREET 1009 HONOLULU HI 96813 996007124 SCHOLARSHIP FOUNDATION HI 501(C)(3) SEC. 509(A)(3) CHAMINADE UNIVERSITY OF HONOLULU 1 CHARITABLE REMAINDER TRUST PROVIDE FUNDING FOR STUDENT HOUSING HI CHAMINADE UNIVERSITY OF HONOLULU T 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 MARIANIST CENTER OF HAWAII J 1457200 FAIR MARKET VALUE MARIANIST CENTER OF HAWAII P 129842 CASH CHAMINADE UNIVERSITY EDUCATIONAL FOUNDATION C 37000 CASH