AZUSA PACIFIC UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AZUSA PACIFIC UNIVERSITY (EIN 95-1744369)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201110469349300446
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T12:18:15-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 West Imperial Hwy Ste 120 | AddressLine1 |
| City | Brea | City |
| State | CA | State |
| ZIP Code | 928213815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951744369 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AZUS | NameControl |
| Phone | 6268156000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E Alosta Avenue | AddressLine1 |
| City | Azusa | City |
| State | CA | State |
| ZIP Code | 917027000 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen Grey | Name |
| Title | Exec Dir of Finance | Title |
| Phone | 6268156000 | Phone |
| Date Signed | 2011-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christine N Abrams | Name |
| Phone | 7146719300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 Jon R Wallace | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E Alosta Avenue | AddressLine1 |
| City | Azusa | City |
| State | CA | State |
| ZIP Code | 917027000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 238641909 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.apu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To advance the work of God in the world through academic excellence in higher education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4766 | TotalNbrEmployees |
| Total Nbr Volunteers | 1190 | TotalNbrVolunteers |
| Total Gross UBI | 322793 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -42145 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15907114 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9623232 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 182072032 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 193823932 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -106359 | InvestmentIncomePriorYear |
| Investment Income Current Year | 15685285 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5337687 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8279734 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 203210474 | TotalRevenuePriorYear |
| Total Revenue Current Year | 227412183 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26687735 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32819319 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 112522421 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 116461634 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 44254 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 9955 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3069985 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 67024995 | OtherExpensePriorYear |
| Other Expenses Current Year | 69540747 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 206279405 | TotalExpensesPriorYear |
| Total Expenses Current Year | 218831655 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3068931 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8580528 | RevenuesLessExpensesCY |
| Total Assets BOY | 370902278 | TotalAssetsBOY |
| Total Assets EOY | 358794690 | TotalAssetsEOY |
| Total Liabilities BOY | 192514328 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 191746756 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 178387950 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 167047934 | NetAssetsOrFundBalancesEOY |
| Mission Description | APU is an evangelical Christian community of disciples and scholars who seek to advance the work of God through academic excellence in liberal arts and professional programs of higher education that encourage development of a Christian perspective of truth and life. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 161014965 | Expense |
| Grants | 32819319 | Grants |
| Revenue | 169069108 | Revenue |
| Description | InstructionThe University enrolls more than 8,500 students and offers more than 50 areas of undergraduate study, more than 40 masters' degree programs, and 8 doctorate programs. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20572845 | Expense |
| Revenue | 29298797 | Revenue |
| Description | Auxiliary Enterprises The University provides, in addition to quality instruction, student life programs, facilities for the students and activities to further promote the educational experience of students at the University. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1127616 | Expense |
| Revenue | 924520 | Revenue |
| Description | OutreachOutreach Ministries help the University fulfill its mission of advancing the work of God in the world and encouraging students to develop a Christian perspective of truth and life. The Institute for Outreach Ministries facilitates trips to other countries. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 182715426 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12613 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4766 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| 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 |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 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 | Bob Johansen | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6268156000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 East Alosta Avenue | AddressLine1 |
| City | Azusa | City |
| State | CA | State |
| ZIP Code | 91702 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Barney Visser | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Bill Hooper | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Dan Fachner | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David Axene | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David J Dias | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David Poole | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Don Marshburn | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Earl R Schamehorn | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Jeannie Webb Pascale | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Kenneth Ogden | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Marc Mcbride | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Michael D Lizarraga | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Nickolas W Vande Steeg | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Peggy Campbell | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Raleigh B Washington Dd | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Ray W Johnston | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Robyn Dillon | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Sally Colace | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Tim Stripe | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David C Le Shana Phd | |||||||||
| Trustee/Chair | 1.00 | X | 0 | 0 | 0 | X | |||
| Sheryl A Patton | |||||||||
| Trustee/Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |||
| Evan R Collins | |||||||||
| Trustee/Secretary | 1.00 | X | 0 | 0 | 0 | X | |||
| Dr Jon R Wallace | |||||||||
| President/Trustee | 40.00 | X | 299795 | 0 | 38610 | X | |||
| Larry Acosta | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Elizabeth Maring | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Deana Lynn Porterfield | |||||||||
| SVP People & Org Dev | 40.00 | 138661 | 0 | 25855 | X | ||||
| Dr David Bixby | |||||||||
| Exec VP Advancement | 40.00 | 213466 | 0 | 28611 | X | ||||
| Dr Michael M Whyte | |||||||||
| Provost | 40.00 | 200911 | 0 | 26358 | X | ||||
| Kathleen Reid Martinez ex officer | |||||||||
| VP Non-Trad&Exp Lrng | 40.00 | 31230 | 0 | 70553 | X | ||||
| Mark S Dickerson | |||||||||
| VP Legal & Comm Affr | 40.00 | 189724 | 0 | 16199 | X | ||||
| Robert L Johansen | |||||||||
| VP Business Affairs-Cfo | 40.00 | 155075 | 0 | 27129 | X | ||||
| Terry A Franson | |||||||||
| Sr VP Student Life | 40.00 | 147328 | 0 | 20828 | X | ||||
| Dr H Easterling Williams | |||||||||
| Dean-School Of Educ | 40.00 | 155352 | 0 | 17627 | X | ||||
| Dr Fred Garlett | |||||||||
| Dean Of Caps | 40.00 | 176968 | 0 | 16199 | X | ||||
| Dr Ilene Bezjian | |||||||||
| Dean-Sch Of Bus & Mgmt | 40.00 | 156968 | 0 | 25574 | X | ||||
| Dr Paul Gray | |||||||||
| Vice Prov, Acad Affairs | 40.00 | 160911 | 0 | 12230 | X | ||||
| Dr Aja Lesh | |||||||||
| Dean, School Of Nursing | 40.00 | 146067 | 0 | 18999 | X | ||||
| Dr David Weeks | |||||||||
| Dean-Col Of Lib Arts&Sci | 40.00 | 147258 | 0 | 26092 | X | ||||
| Dr Diane Guido | |||||||||
| Vice Provost | 40.00 | 138831 | 0 | 25120 | X | ||||
| Dr Robert H Martin | |||||||||
| Program Director | 40.00 | 137839 | 0 | 13067 | X | ||||
| Dr Ruth Ana Abigail | |||||||||
| Curriculum Specialist | 40.00 | 147446 | 0 | 17939 | X | ||||
| John C Reynolds | |||||||||
| Exec VP Administration | 40.00 | 187668 | 0 | 29638 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2931498 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 456628 | TotalOtherCompensation |
| Number Individuals GT100 K | 81 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CW Driver Contractors | |||||
| 448 Rosemead Blvd | Pasadena | CA | 91107 | General Contractor | 18060336 |
| Hodgdon Miank Construction Inc | |||||
| 1461 E Cooley Dr 240 | Coton | CA | 92324 | General Contractor | 3796897 |
| Ciber Inc | |||||
| 5251 DTC Pkwy Ste 1400 | Greenwood Village | CO | 80111 | Software Consulting | 2503383 |
| AC Martin Partners Inc | |||||
| 444 S Flower St Ste 1200 | Los Angeles | CA | 90071 | Architects | 277995 |
| DJ Construction Services Inc | |||||
| 185 Indian Springs Rd | San Dimas | CA | 91773 | General Contractor | 226170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 205 | FundraisingEvents |
| Government Grants | 1085499 | GovernmentGrants |
| All Other Contributions | 8537528 | AllOtherContributions |
| Noncash Contributions | 2894029 | NoncashContributions |
| Total Contributions | 9623232 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition & fees | 611600 | 172957547 | 172957547 |
| Auxiliary enterprises | 611600 | 15739953 | 15739953 |
| Other prog svc inc | 611600 | 4201912 | 4201912 |
| Outreach ministries | 611600 | 924520 | 924520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 193823932 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1314310 | TotalRevenueColumn |
| Exclusion | $1,314,310 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2741694 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1057376 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1684318 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1684318 | TotalRevenueColumn |
| Exclusion | $1,684,318 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16457309 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2086334 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14370975 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14370975 | TotalRevenueColumn |
| Exclusion | $14,370,975 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4130 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 205 | CntrbtnsRprtdFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4130 | TotalRevenueColumn |
| Exclusion | $4,130 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 13554509 | GrossSalesOfInventory |
| Cost Of Goods Sold | 8086016 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5468493 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5468493 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Settlement & bqt sales | 722320 | 920430 | 800000 | 120430 |
| Prtg/grphcs/media/etc | 812900 | 205033 | 205033 | |
| Partnership losses | 525990 | -2670 | -2670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1122793 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 227412183 | TotalRevenueColumn |
| Related Or Exempt Function Income | 200092425 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 322793 | UnrelatedBusinessRevenue |
| Exclusion | $17,373,733 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32819319 | Total |
| Program Services | 32819319 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2586003 | Total |
| Program Services | 612726 | ProgramServices |
| Management And General | 1519863 | ManagementAndGeneral |
| Fundraising | 453414 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482978 | Total |
| Program Services | 261874 | ProgramServices |
| Management And General | 221104 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88102105 | Total |
| Program Services | 77391147 | ProgramServices |
| Management And General | 9123591 | ManagementAndGeneral |
| Fundraising | 1587367 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4368411 | Total |
| Program Services | 3867346 | ProgramServices |
| Management And General | 401905 | ManagementAndGeneral |
| Fundraising | 99160 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14885895 | Total |
| Program Services | 12457163 | ProgramServices |
| Management And General | 2243730 | ManagementAndGeneral |
| Fundraising | 185002 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6036242 | Total |
| Program Services | 5366354 | ProgramServices |
| Management And General | 539383 | ManagementAndGeneral |
| Fundraising | 130505 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301629 | Total |
| Program Services | 148 | ProgramServices |
| Management And General | 301481 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67269 | Total |
| Management And General | 67269 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9955 | Total |
| Fundraising | 9955 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144040 | Total |
| Management And General | 144040 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3122404 | Total |
| Program Services | 2468783 | ProgramServices |
| Management And General | 630504 | ManagementAndGeneral |
| Fundraising | 23117 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5558684 | Total |
| Program Services | 4194835 | ProgramServices |
| Management And General | 1265969 | ManagementAndGeneral |
| Fundraising | 97880 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6600733 | Total |
| Program Services | 3354119 | ProgramServices |
| Management And General | 3135378 | ManagementAndGeneral |
| Fundraising | 111236 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5122415 | Total |
| Program Services | 2075926 | ProgramServices |
| Management And General | 3020744 | ManagementAndGeneral |
| Fundraising | 25745 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11740 | Total |
| Program Services | 11740 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7113611 | Total |
| Program Services | 3646897 | ProgramServices |
| Management And General | 3466686 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4744729 | Total |
| Program Services | 4168710 | ProgramServices |
| Management And General | 462225 | ManagementAndGeneral |
| Fundraising | 113794 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286139 | Total |
| Program Services | 253396 | ProgramServices |
| Management And General | 20207 | ManagementAndGeneral |
| Fundraising | 12536 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5820248 | Total |
| Program Services | 5816091 | ProgramServices |
| Management And General | 4157 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11404355 | Total |
| Program Services | 10708635 | ProgramServices |
| Management And General | 695720 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2488248 | Total |
| Program Services | 17060 | ProgramServices |
| Management And General | 2471143 | ManagementAndGeneral |
| Fundraising | 45 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Maint, Repair, Renov | 2058633 | 1186744 | 871889 | |
| O/C Room and Board | 1706505 | 1706505 | ||
| Books | 1189608 | 1166366 | 21994 | 1248 |
| Online Class Fees | 993261 | 993261 | ||
| O/C Tuition | 849081 | 849081 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9957415 | Total |
| Program Services | 7321200 | ProgramServices |
| Management And General | 2417262 | ManagementAndGeneral |
| Fundraising | 218953 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218831655 | Total |
| Program Services | 182715426 | ProgramServices |
| Management And General | 33046244 | ManagementAndGeneral |
| Fundraising | 3069985 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15229351 | BOY |
| EOY | 1875878 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3605403 | BOY |
| EOY | 14806876 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5030966 | BOY |
| EOY | 2792841 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10864040 | BOY |
| EOY | 12758489 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400000 | BOY |
| EOY | 441989 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134599 | BOY |
| EOY | 178011 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1783832 | BOY |
| EOY | 1993985 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2537791 | BOY |
| EOY | 2895145 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 337454658 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70573212 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266633267 | BOY |
| EOY | 266881446 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37517693 | BOY |
| EOY | 39422345 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2513806 | BOY |
| EOY | 1933205 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8424871 | BOY |
| EOY | 8365268 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16226659 | BOY |
| EOY | 4449212 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370902278 | BOY |
| EOY | 358794690 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15858736 | BOY |
| EOY | 14277167 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4072503 | BOY |
| EOY | 4072503 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5168760 | BOY |
| EOY | 4812174 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144636443 | BOY |
| EOY | 138403000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22777886 | BOY |
| EOY | 30181912 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192514328 | BOY |
| EOY | 191746756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126840433 | BOY |
| EOY | 117869913 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28743242 | BOY |
| EOY | 29761063 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22804275 | BOY |
| EOY | 19416958 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178387950 | BOY |
| EOY | 167047934 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370902278 | BOY |
| EOY | 358794690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1098500 | RevenuesIncluded |
| Assets In Part X | 2478500 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37170265 | BeginningOfYearBalance |
| Contributions | 344882 | Contributions |
| Investment Earnings Or Losses | 2610266 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 896863 | GrantsOrScholarships |
| End Of Year Balance | 39228550 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38208092 | BeginningOfYearBalance |
| Contributions | 2318146 | Contributions |
| Investment Earnings Or Losses | -2054627 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1301346 | GrantsOrScholarships |
| End Of Year Balance | 37170265 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.58500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2300647 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 55875289 | OtherCostOrOtherBasis |
| Book Value | 58175936 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 27137787 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 210593138 | OtherCostOrOtherBasis |
| Depreciation | 47434360 | Depreciation |
| Book Value | 190296565 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2122122 | OtherCostOrOtherBasis |
| Depreciation | 489076 | Depreciation |
| Book Value | 1633046 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29840138 | OtherCostOrOtherBasis |
| Depreciation | 16818526 | Depreciation |
| Book Value | 13021612 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9585537 | OtherCostOrOtherBasis |
| Depreciation | 5831250 | Depreciation |
| Book Value | 3754287 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 266881446 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued Interest Payable | $3,379 |
| Annuities Payable | $1,288,307 |
| Trust Liab. Due to Others | $448,929 |
| Other Liabilities | $417,747 |
| Asset Retirement Obligation | $1,105,243 |
| Accrued Loss on Interest Rate Swap | $26,918,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30181912 | TotalOfAmounts |
| Total Revenue | 227412183 | TotalRevenue |
| Total Expenses | 218831655 | TotalExpenses |
| Excess Or Deficit For Year | 8580528 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -12277149 | NetUnrealizedGLOnInvestments |
| Other | -$7,643,395 | OtherAmount |
| Total Adjustments | -19920544 | TotalAdjustments |
| Excess Or Deficit Per FS | -11340016 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 191459107 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -12277149 | NetUnrealizedGainsInvestments |
| Other Revenues | 9143392 | OtherRevenues |
| Revenue Not Rptd F990 | -3133757 | RevenueNotRptdF990 |
| Revenue Subtotal | 194592864 | RevenueSubtotal |
| Other Revenues Not Included | 32819319 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 32819319 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 227412183 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 195155728 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 9143392 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9143392 | ExpensesNotRptdF990 |
| Expenses Subtotal | 186012336 | ExpensesSubtotal |
| Other Expenses Not Included | 32819319 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 32819319 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 218831655 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | The University acquired five original Dead Sea Scroll fragments and a collection of rare Biblical antiquities which expands the existing Special Collections of presidential signatures, rare clocks, rare manuscripts and books held for public exhibition, scholarly research and educational learning purposes. | |
| Part V, Line 4: | Primarily scholarships. | Description of Intended Use of Endowment Funds: |
| Part X: | On July 1, 2009, the University adopted the new provisions of the Income Tax Topic of the Financial Accounting Standards Board (FASB) Acounting Standards Codification (ASC). As of June 30, 2010, the University had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | Change in Value of Split Interest Agreements: 76375. Unrealized Loss on Interest Rate Swap: -7657209. Accretion for Asset Retirement Obligation: -62561. | |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold Included in 990 Part VIII: 8086016. Rent Expense Included in 990 Part VIII: 1057376. | |
| Part XII, Line 4b - Other Adjustments: | Student Financial Aid Netted with Revenue on Financial Stmt: 32819319. | |
| Part XIII, Line 2d - Other Adjustments: | Cost of Goods Sold Included in 990 Part VIII: 8086016. Rent Expense Included in 990 Part VIII: 1057376. | |
| Part XIII, Line 4b - Other Adjustments: | Student Financial Aid Netted with Revenue on Financial Stmt: 32819319. |
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 |
| Pub Via Broadcast Media Expln | The University Undergraduate and Graduate Catalogues state that "Azusa Pacific University, in compliance with Titles VI and VII of the Civil Rights Acts of 1964 and Title IX of the Educational Amendments of 1972 does not discriminate on the basis of race, color, national origin, gender, age, disability, or status as a veteran in any of its policies, practices, or procedures. The University has not utilized the general newsprint circulation or broadcast media at this time. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | The University receives Student Financial Aid awards from the U.S. Department of Education and the California Student Aid Commission. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 2 | Program services | Foreign studies | 956334 |
| North America | 0 | 3 | Program services | Outreach ministries | 1127616 |
| Europe | 0 | 1 | Program services | Foreign studies | 726948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 6 | TotalNumberOfEmployees |
| Total Amount Spent | 2810898 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Method Used to Acccount for Expenditures: | Schedule F, Part I, Line 3: Foreign expenditures are tracked in accordance with the accrual basis of accounting using expense reports, receipts, and other appropriate documentation. | |
| Schedule F, Part IV | Azusa Pacific University operates in South Africa using one fully controlled NGO as an agent of the University to carry out its programs there. Azusa Pacific University also operates in Mexico using three different fully controlled NGO's as agents in the country to conduct University programs. These NGOS are considered a part of the University and therefore are not listed as related entities on Schedule R. | Other Information |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Intern Grants | 513 | 325957 |
| Faculty Research | 151 | 158344 |
| Creative Teaching Grants | 11 | 17260 |
| Scholarships | 4490 | 32317758 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Student Financial Services Department maintains records to substantiate eligibility and election criteria for students receiving awards and scholarships. Departments maintain records of selection criteria and eligibility for recipients of stipend and other awards. All payments are uploaded to their respective categories. The business office reconciles accounts and prepares departmental and grantor reports. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Jon R Wallace | |||||||||||||
| 298414 | 0 | 0 | 0 | 1381 | 0 | 24400 | 0 | 90389 | 0 | 414584 | 0 | 0 | 0 |
| Deana Lynn Porterfield | |||||||||||||
| 138661 | 0 | 0 | 0 | 0 | 0 | 11645 | 0 | 38985 | 0 | 189291 | 0 | 0 | 0 |
| Dr David Bixby | |||||||||||||
| 165610 | 0 | 38856 | 0 | 9000 | 0 | 14401 | 0 | 14210 | 0 | 242077 | 0 | 0 | 0 |
| Dr Michael M Whyte | |||||||||||||
| 200911 | 0 | 0 | 0 | 0 | 0 | 16287 | 0 | 21491 | 0 | 238689 | 0 | 0 | 0 |
| Mark S Dickerson | |||||||||||||
| 189724 | 0 | 0 | 0 | 0 | 0 | 14435 | 0 | 1764 | 0 | 205923 | 0 | 0 | 0 |
| Robert L Johansen | |||||||||||||
| 155075 | 0 | 0 | 0 | 0 | 0 | 12919 | 0 | 18950 | 0 | 186944 | 0 | 0 | 0 |
| Terry A Franson | |||||||||||||
| 143128 | 0 | 0 | 0 | 4200 | 0 | 11986 | 0 | 8842 | 0 | 168156 | 0 | 0 | 0 |
| Dr H Easterling Williams | |||||||||||||
| 155352 | 0 | 0 | 0 | 0 | 0 | 12488 | 0 | 5139 | 0 | 172979 | 0 | 0 | 0 |
| Dr Fred Garlett | |||||||||||||
| 176968 | 0 | 0 | 0 | 0 | 0 | 11060 | 0 | 5139 | 0 | 193167 | 0 | 0 | 0 |
| Dr Ilene Bezjian | |||||||||||||
| 156968 | 0 | 0 | 0 | 0 | 0 | 11364 | 0 | 25630 | 0 | 193962 | 0 | 0 | 0 |
| Dr Paul Gray | |||||||||||||
| 160911 | 0 | 0 | 0 | 0 | 0 | 12230 | 0 | 0 | 0 | 173141 | 0 | 0 | 0 |
| Dr Aja Lesh | |||||||||||||
| 146067 | 0 | 0 | 0 | 0 | 0 | 11857 | 0 | 7142 | 0 | 165066 | 0 | 0 | 0 |
| Dr David Weeks | |||||||||||||
| 147258 | 0 | 0 | 0 | 0 | 0 | 11882 | 0 | 14210 | 0 | 173350 | 0 | 0 | 0 |
| Dr Diane Guido | |||||||||||||
| 138831 | 0 | 0 | 0 | 0 | 0 | 10910 | 0 | 14210 | 0 | 163951 | 0 | 0 | 0 |
| Dr Robert H Martin | |||||||||||||
| 137839 | 0 | 0 | 0 | 0 | 0 | 7928 | 0 | 5139 | 0 | 150906 | 0 | 0 | 0 |
| Dr Ruth Ana Abigail | |||||||||||||
| 147446 | 0 | 0 | 0 | 0 | 0 | 9172 | 0 | 8767 | 0 | 165385 | 0 | 0 | 0 |
| John C Reynolds | |||||||||||||
| 187668 | 0 | 0 | 0 | 0 | 0 | 15428 | 0 | 45454 | 0 | 248550 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Personal Services: The President lives in housing provided by Azusa Pacific University. The housing is provided to the President for the convenience of the school and as a condition of employment. The fair rental value of this housing is shown as a nontaxable benefit on Schedule J Part II. Housing Allowance Paid to: Former Officer: Kathleen Reid Martinez | |
| Part III | David Bixby, Executive VP of Development, receives a yearly bonus of a set amount contingent on his meeting set criteria established beforehand by independent persons. | Supplemental Information |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Statewide Communities Development Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 680164610 | IssuerEIN |
| CUSIP Number | 130795JF5 | CUSIPNumber |
| Date Issued | 2007-07-24 | DateIssued |
| Issue Price | 140340000 | IssuePrice |
| Description Of Purpose | Purch APT Complex; construct-bldg; payoff 2003 Bonds | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 141240 | TotalProceeds |
| Amount Defeased | 15409654 | AmountDefeased |
| Amount Unspent | 4032161 | AmountUnspent |
| Issuance Costs From Proceeds | 2220096 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 1857606 | WorkingCapitalExpenditures |
| Capital Expenditures | 117720483 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allied Irish Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 31.700000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bayerisch | BusinessNameLine1 |
| Business Name Line2 | Landesbank | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 2.170000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| David Bixby | ||||||
| Assoc Inv agreement per Employee Contract Agreement | X | $250,000 | 250000 | 0 | 1 | 1 |
| H E Williams | ||||||
| Assoc Inv agreement per Employee Contract Agreement | X | $150,000 | 191989 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 441989 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Various | NameOfInterestedPerson |
| Relationship With Organization | Qualified tuition discount | RelationshipWithOrganization |
| Amount Of Grant | 109141 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Gail A Wallace | |||
| Family of President | 26093 | Employment | 0 |
| D Craig Wallace | |||
| Family of President | 94059 | Employment | 0 |
| Vicken A Bezjian | |||
| Family of Dean-Bus. | 104408 | Employment | 0 |
| Dustin Scott Reynolds | |||
| Family of EVP ADM | 43826 | Employment | 0 |
| Jon Krimmel | |||
| Family of VP Bus Aff/CFO | 35750 | Employment | 0 |
| James Bezjian | |||
| Family of Dean-Bus. | 12991 | Employment | 0 |
| Tim Stripe | |||
| Trustee | 59300 | Executive retreat held at Grand Pacific Resort where Tim Stripe is co-president | 0 |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1036000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Appraisal | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Comparable Sales | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Comparable Sales | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10761 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Public exchange | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 480687 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Appraisal | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1077000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Appraisal | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Piano | 1 | 12000 | FMV-Comparable sales |
| X | Display Cases | 1 | 40000 | FMV-Comparable sales |
| X | Pledge Receivable | 1 | 225781 | FMV-Cash Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | 3rd Party Investment Broker is used to sell contributed stock at FMV. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | President Jon Wallace and Executive Vice President David Bixby are Brother-in-Laws. | |
| Form 990, Part VI, Section B, line 11 | Audit committee will review an electronic copy of 990 Statement. An electronic copy of the Form 990 will also be presented to the full board prior to filing. | |
| Form 990, Part VI, Section B, line 12c | Annually, the Office of the General Counsel has all trustees, officers, and other key employees complete a conflict of interest questionnaire and the General Counsel addresses any disclosed conflicts of interest pursuant to the processes set forth in the University's Policy on Conflicts of Interest. All potential conflicts of interest by administrators, officers or trustees of the institution are brought to the attention of the Chairman of the Board of Trustees and General Counsel for resolution. | |
| Form 990, Part VI, Section B, line 15a | Any changes to the compensation of the University's CEO and executive officers is approved by the Board of Trustees based on market survey data. Periodically, the University retains the services of an independent compensation consultant to review the compensation of the CEO and executive officers and to report to the Board of Trustees. The last such review is dated December 10, 2008. However, the University obtained an independent consultant review for David Bixby in Fall 2010. The compensation of other key employees is reviewed and approved by the executive officer or administrator to whom they report. The process and decisions are recorded for all compensated officers, trustees, and key employees. | |
| Form 990, Part VI, Section C, line 19 | Available upon request | |
| Form 990, Part XI, Line 2c | The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year. | Explanation for Responsibility |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Azusa Pacific Holdings LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 E Camelback Road | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Hold Arizona real estate | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Total Income | 1064000 | TotalIncome |
| EOY Assets | 1064000 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
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