PATTEN EDUCATION FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PATTEN EDUCATION FOUNDATION (EIN 94-1570130)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-12
- IRS object ID
- 201231949349300428
- Schema version
- 2010v3.4
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-12T12:49:13-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941570130 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTEN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PATT | NameControl |
| Phone | 5102618500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2433 COOLIDGE AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY MONCHER | Name |
| Title | PRESIDENT | Title |
| Phone | 5102618500 | Phone |
| Date Signed | 2012-06-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMARA L BONGI | Name |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR GARY MONCHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2433 COOLIDGE AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9456216 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PATTEN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES UNDERGRADUATE EDUCATION IN LIBERAL ARTS, BIBLICAL STUDIES AND CHURCH LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 173 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1007810 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2297386 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6184388 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6810832 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16571 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5092 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 231440 | OtherRevenuePriorYear |
| Other Revenue Current Year | -33657 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7440209 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9079653 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1780750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1931112 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3040980 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3377481 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 88095 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2777656 | OtherExpensePriorYear |
| Other Expenses Current Year | 3279636 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7599386 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8588229 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -159177 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 491424 | RevenuesLessExpensesCY |
| Total Assets BOY | 16979493 | TotalAssetsBOY |
| Total Assets EOY | 18227058 | TotalAssetsEOY |
| Total Liabilities BOY | 8710206 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9190347 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8269287 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9036711 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PATTEN UNIVERSITY IS A PRIVATE, COEDUCATIONAL, INTERDENOMINATIONAL CHRISTIAN UNIVERSITY DEDICATED TO PROVIDING A LIBERAL ARTS EDUCATION WITH A STRONG BIBLICAL STUDIES EMPHASIS. PATTEN UNIVERSITY IS COMMITTED IN ALL OF ITS POLICIES AND PRACTICES TO UPHOLD THE LORDSHIP OF JESUS CHRIST, THE AUTHORITY OF THE BIBLE AS THE REVEALED WORD OF GOD, AND THE HIGH MORAL STANDARDS FOUND IN THE JUDEO-CHRISTIAN TRADITION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6401258 | Expense |
| Grants | 1931112 | Grants |
| Revenue | 6816646 | Revenue |
| Description | INSTRUCTION, UNIVERSITY EDUCATION, AND STUDENT SCHOLARSHIPS/FELLOWSHIPS. | Description |
| Total Program Service Expense | 6401258 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 173 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | BERNADINE HEINRICH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5102618500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2433 COOLIDGE AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BISHOP JW MACKLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR SHARON ANDERSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR FAITH CHAO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PASTOR DAN MOORE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR ROBERT CRICK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REV WORTHAM FEARS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR CARLOS MORAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHANCELLOR ELIHU HARRIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR LARRY WALKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR DENNIS MCGUIRE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PASTOR TOBEY MONTGOMERY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR PAUL SOWELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PASTOR CHARLES FISCHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR JAMES GREGORY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR JOHN MAVER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR GARY MONCHER | ||||||
| PRESIDENT | 40.00 | 24086 | 0 | 28088 | X | |
| DARLA CUADRA | ||||||
| VP STUDENT SERVICES | 40.00 | 28800 | 0 | 27162 | X | |
| KENNETH ROMINES | ||||||
| VP ACADEMIC AFFAIRS | 40.00 | 79045 | 0 | 10492 | X | |
| ANDREW GANES | ||||||
| VP BUSINESS & FINANCE | 40.00 | 127325 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 259256 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 65742 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| EPICUREAN GROUP | ||||||||||
| 111 MAIN ST STE 3 | LOS ALTOS | CA | 94022 | STUDENT MEALS | 251669 | |||||
| BEIJING CENTURY QIANRUI EDUCATION C | ||||||||||
| INTERNATIONAL STUDENT RECRUITER | 120443 | 515 XUEYUAN SOUTHERN ROAD | HAIDIAN | BEIJING | CH | 100082 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 45889 | GovernmentGrants |
| All Other Contributions | 2251497 | AllOtherContributions |
| Noncash Contributions | 1827550 | NoncashContributions |
| Total Contributions | 2297386 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 6064247 | 6064247 |
| AUXILIARY ENTERPRISES | 611600 | 495946 | 495946 |
| SUMMER PROGRAMS | 611710 | 250639 | 250639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6810832 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5092 | TotalRevenueColumn |
| Exclusion | $5,092 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 304750 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 359517 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -54767 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -54767 | TotalRevenueColumn |
| Exclusion | -$54,767 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 32342 | GrossSalesOfInventory |
| Cost Of Goods Sold | 17046 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15296 | TotalRevenueColumn |
| Exclusion | $15,296 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5814 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5814 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5814 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9079653 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6816646 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$34,379 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12524 | Total |
| Program Services | 12524 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1918588 | Total |
| Program Services | 1918588 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60731 | Total |
| Program Services | 24731 | ProgramServices |
| Management And General | 36000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2814245 | Total |
| Program Services | 2410394 | ProgramServices |
| Management And General | 356680 | ManagementAndGeneral |
| Fundraising | 47171 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40246 | Total |
| Program Services | 32469 | ProgramServices |
| Management And General | 6610 | ManagementAndGeneral |
| Fundraising | 1167 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255034 | Total |
| Program Services | 201903 | ProgramServices |
| Management And General | 48101 | ManagementAndGeneral |
| Fundraising | 5030 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207225 | Total |
| Program Services | 171396 | ProgramServices |
| Management And General | 32004 | ManagementAndGeneral |
| Fundraising | 3825 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223046 | Total |
| Program Services | 175271 | ProgramServices |
| Management And General | 47775 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6661 | Total |
| Management And General | 6661 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178000 | Total |
| Management And General | 178000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558958 | Total |
| Program Services | 500171 | ProgramServices |
| Management And General | 53523 | ManagementAndGeneral |
| Fundraising | 5264 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71079 | Total |
| Program Services | 61295 | ProgramServices |
| Management And General | 458 | ManagementAndGeneral |
| Fundraising | 9326 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165651 | Total |
| Program Services | 24057 | ProgramServices |
| Management And General | 135238 | ManagementAndGeneral |
| Fundraising | 6356 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 816742 | Total |
| Program Services | 492625 | ProgramServices |
| Management And General | 318597 | ManagementAndGeneral |
| Fundraising | 5520 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197858 | Total |
| Program Services | 183516 | ProgramServices |
| Management And General | 14324 | ManagementAndGeneral |
| Fundraising | 18 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17805 | Total |
| Program Services | 17069 | ProgramServices |
| Management And General | 736 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166090 | Total |
| Management And General | 166090 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382789 | Total |
| Management And General | 382789 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77101 | Total |
| Program Services | 21106 | ProgramServices |
| Management And General | 55995 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 164472 | 164472 | ||
| MEMBERSHIP | 31753 | 5096 | 25487 | 1170 |
| NON IT MINOR EQUIPMENT | 24200 | 24200 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197431 | Total |
| Program Services | 104456 | ProgramServices |
| Management And General | 89727 | ManagementAndGeneral |
| Fundraising | 3248 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8588229 | Total |
| Program Services | 6401258 | ProgramServices |
| Management And General | 2098876 | ManagementAndGeneral |
| Fundraising | 88095 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1250 | BOY |
| EOY | 236609 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351004 | BOY |
| EOY | 24203 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1822000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2082034 | BOY |
| EOY | 1908035 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80034 | BOY |
| EOY | 80034 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7104 | BOY |
| EOY | 8642 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85327 | BOY |
| EOY | 94203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16495770 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3902205 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12537868 | BOY |
| EOY | 12593565 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1425575 | BOY |
| EOY | 1020401 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409297 | BOY |
| EOY | 439366 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16979493 | BOY |
| EOY | 18227058 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766543 | BOY |
| EOY | 1078726 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2258405 | BOY |
| EOY | 1838825 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 191749 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5642949 | BOY |
| EOY | 6038738 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42309 | BOY |
| EOY | 42309 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8710206 | BOY |
| EOY | 9190347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8269287 | BOY |
| EOY | 9036711 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8269287 | BOY |
| EOY | 9036711 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16979493 | BOY |
| EOY | 18227058 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 491424 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 276000 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 138515 | OtherCostOrOtherBasis |
| Book Value | 138515 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 580157 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 14202370 | OtherCostOrOtherBasis |
| Depreciation | 2684534 | Depreciation |
| Book Value | 12097993 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 312894 | OtherCostOrOtherBasis |
| Depreciation | 68881 | Depreciation |
| Book Value | 244013 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1069390 | OtherCostOrOtherBasis |
| Depreciation | 1029127 | Depreciation |
| Book Value | 40263 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 192444 | OtherCostOrOtherBasis |
| Depreciation | 119663 | Depreciation |
| Book Value | 72781 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12593565 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET MUTUAL FUND | 10401 | F |
| CERTIFICATES OF DEPOSIT | 1010000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1020401 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | U.S. GOVERMENT GRANTS REFUNDABLE | Description |
| Amount | $42,309 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 42309 | TotalOfAmounts |
| Total Revenue | 9079653 | TotalRevenue |
| Total Expenses | 8588229 | TotalExpenses |
| Excess Or Deficit For Year | 491424 | ExcessOrDeficitForYear |
| Donated Services And Facilities | 276000 | DonatedServicesAndFacilities |
| Total Adjustments | 276000 | TotalAdjustments |
| Excess Or Deficit Per FS | 767424 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8273443 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 752861 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -1918588 | OtherRevenues |
| Revenue Not Rptd F990 | -1165727 | RevenueNotRptdF990 |
| Revenue Subtotal | 9439170 | RevenueSubtotal |
| Other Revenues Not Included | -359517 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -359517 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9079653 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7506019 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 476861 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 359517 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 836378 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6669641 | ExpensesSubtotal |
| Other Expenses Not Included | 1918588 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1918588 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8588229 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE SECTION AND CALIFORNIA FRANCHISE TAXATION CODES. THE UNIVERSITY CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES FOR THE YEARS 2009 THROUGH 2012 AND FOR CALIFORNIA STATE AUTHORITIES FOR THE YEARS 2008 THROUGH 2012. MANAGEMENT EVALUATED THE UNIVERSITY'S TAX POSITIONS AND CONCLUDED THAT THE UNIVERSITY HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -1,918,588. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -359,517. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 359,517. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 1,918,588. |
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 POLICY IS POSTED ON THE UNIVERSITY WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM FEDERAL WORK STUDY PROGRAM FEDERAL PELL GRANT PROGRAM |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM TUITION | 3926 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL RECRUITER | 120443 |
| 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 | 124369 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 124369 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISON UNIVERSITY PROJECT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2165 FRANCISCO BLVD STE A | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 205606926 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Non Cash Assistance | 12524 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | SERVICES/ED SUPERVISION | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SAN QUENTIN PRISON EDUCATION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 369 | NumberOfRecipients |
| Amount Of Cash Grant | 1918588 | 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: STUDENT AID IS PROVIDED ONLY TO ENROLLED STUDENTS WITH NEED AND WHO ALSO MEET ALL OF THE OTHER FEDERAL AID OR INSTITUTIONAL REQUIREMENTS. THE FINANCIAL AID OFFICE MONITORS STUDENT ELIGIBILITY AT THE BEGINNING OF EACH ACADEMIC YEAR AND TERM WITH FREQUENT PERIODIC UPDATES. THE BUSINESS OFFICE MONITORS DISBURSEMENT OF FUNDS TO ELIGIBLE STUDENTS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| GARY MONCHER | |||||
| X | $18,000 | 18000 | 0 | 0 | 1 |
| ROBERT CRICK | |||||
| X | $100,000 | 102784 | 0 | 0 | 1 |
| JOHN MONCHER | |||||
| X | $60,000 | 60698 | 0 | 0 | 1 |
| FAITH CHAO | |||||
| X | $10,000 | 10267 | 0 | 0 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 191749 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|
| 93556 | NEED-BASED SCHOLARSHIPS |
| 152386 | MERIT-BASED SCHOLARHIPS |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5550 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1822000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | SINCE NOT EVERY COMMITTEE HAS TRANSACTED BUSINESS THAT REQUIRES WRITTEN DOCUMENTATION, SOME COMMITTEES DO NOT MAINTAIN WRITTEN DOCUMENTS FOR THE MEETINGS HELD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE COMPLETED FORM 990 TO THE VICE PRESIDENT OF BUSINESS AND FINANCE. THE VICE PRESIDENT OF BUSINESS AND FINANCE REVIEWED THE FORM 990 AND THEN FORWARDED THE FORM 990 TO MEMBERS OF THE FINANCE COMMITTEE AND THE ENTIRE BOARD OF TRUSTEES WHO HAD AN OPPORTUNITY TO REVIEW THE RETURN AND TO MAKE COMMENTS AND INQUIRIES. THE VICE PRESIDENT OF BUSINESS AND FINANCE ADDRESSED ANY QUESTIONS FROM THE FINANCE COMMITTEE AND THE BOARD PRIOR TO FILING. | |
| ALTHOUGH THE UNIVERSITY BYLAWS DO NOT INCLUDE A WRITTEN POLICY CONCERNING DISCLOSURES AND ACTIONS SURROUNDING CONFLICTS OF INTEREST, ALL TRUSTEES ARE EXPECTED TO EXCUSE THEMSELVES FROM VOTING ON MATTERS THAT COULD BE VIEWED AS A CONFLICT OF INTEREST. THE REVISED BYLAWS WHICH ARE EXPECTED TO BE ADOPTED IN THE 2011-2012 FISCAL YEAR INCLUDE A WRITTEN POLICY DEFINING DUTIES AND RESPONSIBILITIES FOR CONFLICTS OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12 | |
| THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE THROUGH THE BUSINESS OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | DONATED SERVICES AND USE OF FACILITIES: 276,000. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTEN FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2433 COOLIDGE AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941225393 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTEN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 |
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