2011-03-14T16:43:49-07:00 2010-07-31 West Rhode & Roberts 3104 Fourth Ave San Diego CA 92103 990 2009-08-01 952944594 CALIFORNIA WESTERN SCHOOL OF LAW CALI 6195257073 225 CEDAR ST SAN DIEGO CA 92101 PAMELA DUFFY 2011-03-14 CHRISTOPHER M ROBERTS 6196155380 2009 2016-02-24 21:20:13Z 47083467 false false X www.cwsl.edu X 1975 CA CALIFORNIA WESTERN SCHOOL OF LAW IS COMMITTED TO USING THE LAW TO SOLVE HUMAN AND SOCIETAL PROBLEMS. OUR MISSION IS TO TRAIN ETHICAL, COMPETENT AND COMPASSIONATE LAWYERS, REPRESENTATIVE OF OUR DIVERSE SOCIETY, WHO CAN USE THE LAW EFFECTIVELY AND CREATIVELY. 24 24 626 30 0 -54537 1467384 2249733 36712343 39528840 920668 785626 269572 233143 39369967 42797342 6618571 7257693 0 18767832 20083191 10930 12900 350142 10446043 10483783 35843376 37837567 3526591 4959775 69830247 75529856 21460953 20568403 48369294 54961453 CALIFORNIA WESTERN SCHOOL OF LAW IS COMMITTED TO USING THE LAW TO SOLVE HUMAN AND SOCIETAL PROBLEMS. OUR MISSION IS TO TRAIN ETHICAL, COMPETENT AND COMPASSIONATE LAWYERS, REPRESENTATIVE OF OUR DIVERSE SOCIETY, WHO CAN USE THE LAW EFFECTIVELY AND CREATIVELY. WE RECOGNIZE THAT, IN THE TWENTY-FIRST CENTURY, THE RAPID RATE OF CHANGE WILL ACCELERATE AND CREATE FURTHER PROBLEMS. WE RECOGNIZE THAT TO SOME DEGREE THE LEGAL SYSTEMS FRAMEWORK HAS HELPED TO CREATE, RATHER THAN SOLVE, SOME OF THE PROBLEMS CONFRONTING OUR EVOLVING SOCIETY. WHILE CONTINUING TO GRADUATE LAWYERS WELL-EQUIPPED TO PRACTICE LAW, WE ALSO SEEK TO GRADUATE CREATIVE PROBLEM SOLVERS COMMITTED TO THE IMPROVEMENT OF OUR LEGAL SYSTEM AND SOCIETY. OUR GRADUATES WILL NOT MERELY REACT TO PROBLEMS, BUT WILL ANTICIPATE THEM AND BE READY TO DEVISE INNOVATIVE AND RESPONSIBLE SOLUTIONS TO SERVE THE NEEDS OF THEIR CLIENTS AND THE BROADER COMMUNITY. FURTHER, BY CONTRIBUTING TO LEGAL SCHOLARSHIP, PARTICIPATING IN PUBLIC DELIBERATIONS ABOUT false false 27420041 7257693 39528840 CALIFORNIA WESTERN SCHOOL OF LAW IS THE INDEPENDENT SAN DIEGO LAW SCHOOL THAT EDUCATES LAWYERS AS CREATIVE PROBLEM SOLVERS AND PRINCIPLED ADVOCATES - LAWYERS WHO FRAME THE PRACTICE OF LAW AS A HELPING, COLLABORATIVE PROFESSION. FOR MORE THAN 80 YEARS, CALIFORNIA WESTERN HAS EDUCATED LAWYERS WHO ARE DEDICATED TO IMPROVING THE LIVES OF THEIR CLIENTS AND THE QUALITY OF THE LEGAL SYSTEM.CALIFORNIA WESTERN PROVIDES A RIGOROUS, TRADITIONAL LEGAL EDUCATION - INCLUDING J.D.; LLM; MAS AND JOINT J.D./PH.D., J.D./MSW AND J.D./MBA DEGREES - WITH AN EMPHASIS ON DEVELOPING PROBLEM-SOLVING, COMMUNICATION, WRITING, AND ANALYTICAL THINKING SKILLS. THIS BROAD SKILL-BASE ALLOWS OUR STUDENTS TO SEE THE BIG PICTURE, AND EVALUATE THE SOCIAL AND ECONOMIC CONTEXT BEHIND A WIDE ARRAY OF LEGAL PROBLEMS IN ORDER TO FIND THE BEST POSSIBLE OUTCOME FOR THEIR CLIENT.LOCATED AT THE HEART OF SAN DIEGO'S LEGAL, POLITICAL AND JUDICIAL CENTER, CALIFORNIA WESTERN MAINTAINS AN ANNUAL ENROLLMENT OF 900-1000 STUDENTS AND 150-200 FULL AND PART-TIME FACULTY AND STAFF MEMBERS 27420041 true true false true false false false false false true true true false true true true false false false false false false false true true false false false false false false true false false false false false false false false false true false false false true 1228 0 true 626 true true true true CJ false false false false false true true false 0 false false false false false false false false 24 24 false false false false false false false true true false false false true true true true true true true true false false CA X X PAMELA J DUFFY CFO 6195257073 225 CEDAR STREET SAN DIEGO CA 92101 WILLIAM LYNCH 50.00 X 209326 0 25322 WILLIAM ACEVES 60.00 X 241019 0 32687 THOMAS BARTON 50.00 X 246664 0 27423 STEVEN R SMITH 80.00 X 396785 0 27423 ROY MORROW BELL ESQ 4.00 X 0 0 0 ROBERT K SCOTT ESQ 4.00 X 0 0 0 REBECCA CHURCH 1.00 X 0 0 0 PROFESSOR GEORGE NGAFFORD 1.00 X 0 0 0 PHYLLIS MARION 50.00 X 200623 0 21605 PAMELA DUFFY 50.00 X 180595 0 26395 MURRAY L GALINSON ESQ 10.00 X 0 0 0 MICHAL BELKNAP 0. X 229761 0 30218 MARK WEINSTEIN 0. X 168861 0 20969 MARK P MANDELL ESQ 4.00 X 0 0 0 MARIA VILAR 1.00 X 0 0 0 M BOONE HELLMANN FAIA 1.00 X 0 0 0 LAURA PADILLA 55.00 X 226566 0 26190 KENNETH L GREENMAN JR ESQ 10.00 X 0 0 0 JOHN F O'BRIEN 1.00 X 0 0 0 JEFFREY R NEWPORT ESQ 4.00 X 0 0 0 JEFFREY D LEWIN ESQ 8.00 X 0 0 0 JANET BOWERMASTER 0. X 182284 0 23223 J RANDALL JONES ESQ 1.00 X 0 0 0 HON WILLIAM D LOWERY 1.00 X 0 0 0 HON JUDITH L HALLER 1.00 X 0 0 0 HON IRMA E GONZALEZ 1.00 X 0 0 0 HON HOWARD B WIENER 1.00 X 0 0 0 HAN P CHING ESQ 1.00 X 0 0 0 EUGENE L STEP ESQ 1.00 X 0 0 0 DR RICHARD C ATKINSON 1.00 X 0 0 0 DR NANCY MARLIN 1.00 X 0 0 0 CONNIE L CLAPP ESQ 1.00 X 0 0 0 CHARLES R GREBING ESQ 1.00 X 0 0 0 BRYAN LIANG 40.00 X 244870 0 26784 BARBARA COX 50.00 X 251424 0 27423 ARNOLD W WINSTON 1.00 X 0 0 0 2778778 315662 50 true true false HERITAGE SECURITY SERVICES PO BOX 84540 SAN DIEGO CA 92138 SECURITY SERVICES 418764 GOSS KELLER 5150 AVENIDA ENCINAS CARLSBAD CA 92008 DESIGN & MARKETING 372587 CORNERSTONE CMS INC 9340 HAZARD WAY STE B2 SAN DIEGO CA 92123 BUILDING CONTRACTOR 515337 BARBRI 3280 MOTOR AVE 200 LOS ANGELES CA 90034 BAR EXAM REV. COURSE 388000 ALLIANT INSURANCE PO BOX 120670 SAN DIEGO CA 92112 INSURANCE BROKER 299741 10 5304 680641 1563788 3175 2249733 TUITION AND FEES 611600 39340801 39340801 PERKINS LOAN PROGRAM 611600 89904 89904 LAW REVIEW / LAW JOURNAL 611600 14068 14068 FORFEITED DEPOSITS 611600 44525 44525 FEDERAL WORK STUDY 611600 35562 35562 3980 3980 39528840 422848 422848 0 0 0 3925119 3562341 362778 362778 362778 0 0 913058 723784 189274 189274 VENDING MACHINE REVENUE 611600 1697 1697 OTHER REVENUE 611600 11170 11170 FIXED-PRICE CONTRACT REV 611600 31002 31002 43869 42797342 39559842 987767 0 7257693 7257693 0 0 1493300 809024 639852 44424 0 14526886 12287762 2051984 187140 1166588 941534 211321 13733 1870987 1437574 420755 12658 1025430 824066 186622 14742 0 120360 120360 76150 76150 90000 90000 12900 12900 94464 94464 2084345 700109 1367974 16262 476795 99875 375395 1525 481372 325870 149643 5859 173232 173232 0 684426 684426 304577 242767 58699 3111 0 406436 276054 123166 7216 631605 631605 0 1745743 3059 1742684 314108 314108 Printing and Publications 329664 213335 103089 13240 MISCELLANEOUS 353315 275010 74745 3560 LIBRARY CONTINUATION EXPENSE 757313 757313 BOOKSTORE OPERATING COSTS 177484 177484 ADMINISTRATIVE EXPENSE 318658 191472 113934 13252 863736 600040 263176 520 37837567 27420041 10067384 350142 1128375 1332229 3386641 4575638 875164 1150416 262331 196386 60000 50000 0 3860315 4085501 255912 273367 0 49964187 23155252 27591648 26808935 30216047 33318394 1042437 2571123 0 0 1151377 1167867 69830247 75529856 3113953 2829461 1782206 1498723 12757740 12373361 3807054 3866858 21460953 20568403 X 44576408 50662114 1322500 1674590 2470386 2624749 48369294 54961453 69830247 75529856 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 90000 false false 90000 false false 16582021 193311 2334463 62496 912967 19218 18115114 19346811 150000 -1816622 62496 962570 73102 16582021 0.86000 0.13000 0.01000 false false false 1010318 1010318 26248433 7657912 18590521 89476 89476 10539107 9470649 1068458 12076853 5937215 6139638 26808935 GOVERNMENT LOAN PROGRAM 3866858 3866858 42797342 37837567 4959775 1692188 -59804 1632384 6592159 37097706 1692188 1692188 35405518 94464 7297360 7391824 42797342 30505547 30505547 94464 7237556 7332020 37837567 Part X Part X : FIN48 Footnote The School is exempt from federal income tax pursuant to Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income tax. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10 (formerly FASB Interpretation No. 48), Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The School reviewed its positions for all open tax years and has determined that no provision for uncertain tax positions is required. Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S SCHOLARSHIPS RECLSD FROM EXP TO TUITION $7029437 BOOKSTORE EXP RECLSD FROM EXP TO NET REV $177484 PERKINS LOAN FUND EXPENSE RECLASS $30635 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S SCHOLARSHIPS RECLSD FROM EXP TO TUITION $7029437 BOOKSTORE EXP RECLSD FROM EXP TO NET REV $177484 PERKINS LOAN FUND REVENUE RECLASS $90439 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances PERKINS LOAN FUND RECLASS(NET-REV LESS EXP) $ -59804 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. California Western School of Law's endowment consists of a number of funds established for a variety of purposes. The endowment assets provide a predictable stream of funding for these purposes including scholarships for students, studies in select legal programs, research funds for professors and other operational costs as determined by the Board of Trustees. true true true CALIFORNIA WESTERN SCHOOL OF LAW (THE SCHOOL)CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND FROM A LARGE GEOGRAPHIC SECTION OF CALIFORNIA. THE SCHOOL FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS AND CURRENTLY ENROLLS MEANINGFUL NUMBERS OF RACIAL MINORITY STUDENTS. THE SCHOOL DOES NOT PUBLISH ITS RACIALLY NONDISCRIMINATORY POLICY IN A NEWSPAPER OF GENERAL CIRCULATION DUE TO THE LARGE GEOGRAPHIC REGION FROM WHICH APPLICANTS ARE DRAWN. HOWEVER, THE SCHOOL'S BULLETIN, BROCHURES, PROMOTIONAL LITERATURE AND WEBSITE CLEARLY SET FORTH THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY.Statement of Non-Discrimination:The School does not discriminate on the basis of race, color, creed, religion, gender, national origin, age, disability, or sexual orientation. The School is an equal opportunity employer, committed to a policy of equal opportunity for all individuals. true true true true false false false false false false false false true false THE SCHOOL PARTICIPATES IN THE FEDERAL WORK-STUDY AND PERKINS LOAN FUND PROGRAMS. IN ADDITION, THE SCHOOL PARTICIPATES IN THE FEDERAL FAMILY EDUCATION LOAN PROGRAM AND THE FEDERAL DIRECT STUDENT LOAN PROGRAM WHICH INCLUDES SUBSIDIZED AND UNSUBSIDIZED FEDERAL STAFFORD LOANS, AS WELL AS GRAD PLUS FEDERAL LOANS. true SOUTH AMERICA 0 1 PROGRAM SERVICES CHILE SUMMER PROGRAM 173536 SOUTH AMERICA 0 0 Program Services INTERNATIONAL LEGAL STUDIES 24057 SOUTH AMERICA 0 0 Program Services INTELLECTUAL PROPERTY RIGHTS 3063 SOUTH AMERICA 0 0 Program Services CREATIVE PROBLEM SOLVING 17636 SOUTH AMERICA 0 0 Program Services CONFERENCE/MTNG 3362 SOUTH AMERICA 0 0 FUNDRAISING 1121 NORTH AMERICA 0 0 PROGRAM SERVICES CONFERENCE/MTNG 2094 EUROPE 0 0 PROGRAM SERVICES CONFERENCE/MTNG 25945 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT NO RELATED EXPENDITURES 0 ASIA & PACIFIC 0 0 PROGRAM SERVICES CONFERENCE/MTNG 5083 0 1 255897 X Additional Supplemental Information Conference/Meetings - Our faculty and employees travel to various foreign locations to attend or present at conferences and meetings, as well as perform research. The expenses incurred by our employees related to these activities are disclosed herein.Chile Summer Program - The School, acting on behalf of the Consortium for Innovative Legal Education, offers a summer abroad program in Santiago, Chile. The Consortium for Innovative Legal Education (CILE) is a separate 501(c)(3) entity composed of 4 American Bar Association (ABA) accredited, independent law schools including California Western School of Law, New England Law|Boston, South Texas College of Law and William Mitchell College of Law. Each law school within CILE administers at least one summer abroad program each year in which students take legal course work exposing them to international and comparative law and culture. The School tracks the program revenue and expenses for CILE. Any excess revenue over expenses is paid to CILE and any excess expenses over revenue are reimbursed by CILE to the School. The activity listed for this program will also be included on the separate Consortium for Innovative Legal Education's Form 990 and includes all program expenses.Creative Problem Solving - The Center for Creative Problem Solving develops curriculum, research, and projects to educate students and lawyers in methods for preventing problems where possible, and creatively solving those problems that do exist. The expenses disclosed herein represent costs incurred in various foreign countries while working on such programmatic services.Intellectual Property Rights in Latin America - The School wrote, directed and produced a training DVD on Intellectual Property, its importance, and the enforcement of intellectual property rights in Latin America for the Department of Justice. The costs associated with this project have been disclosed herein. International Legal Studies - Several of the School's faculty members specialize in international legal studies and travel to various foreign countries to perform research and to meet other international legal study specialists. All expenses related to these trips are disclosed herein. true X 0 0 STIPENDS 137 197591 SCHOLARSHIPS 536 46665 7013437 BASED UPON THEN CURRENT TUITION RATES TUITION REMISSION Grantmaker's Description of How Grants are Used JD Admission Scholarships:Admission scholarships are granted based on merit. This includes, but is not always limited to: LSAT score and undergraduate grade point average. Some scholarships are also awarded based on merit and diversity. There is no separate application beyond the admissions application required for most of the scholarships. Merit Based Scholarships:California Western School of Law (the School) offers two forms of merit based scholarships that are awarded to students at the completion of their first year of law school. The Academic Merit Scholarship is typically awarded to students with GPAs from 85 to 95. It is awarded based solely on the student's GPA. The Dean's Merit Scholarship is typically awarded to students with GPAs from 80 to 95. It is awarded through a competitive application process. The number of scholarships offered each year varies, based on the number of eligible students and the availability of funds.MCL Scholarships:These scholarships are awarded to the School's most academically outstanding LL.M./M.C.L. applicants based upon academic credentials, relevant work experience, impressive academic and professional recommendations, and strong command of English (as evidenced by quality writing on the applicant's personal statement and by the applicant's "Test of English as a Foreign Language" score). X X X X true true X X X X false false false false false false false true false false WILLIAM LYNCH 199326 10000 17560 7762 234648 WILLIAM ACEVES 230579 10000 440 19600 13087 273706 10000 THOMAS BARTON 236024 10000 640 19600 7823 274087 STEVEN R SMITH 349785 47000 19600 7823 424208 PHYLLIS MARION 190623 10000 16480 5125 222228 10000 PAMELA DUFFY 180595 15168 11227 206990 MICHAL BELKNAP 229761 19360 10858 259979 MARK WEINSTEIN 168861 14160 6809 189830 LAURA PADILLA 216566 10000 18840 7350 252756 10000 JANET BOWERMASTER 182284 15400 7823 205507 BRYAN LIANG 227917 5000 11953 19280 7504 271654 BARBARA COX 250384 1040 19600 7823 278847 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above The School did provide for performance bonuses or non-fixed payments to selected employees during the calendar year 2009. Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. The Dean/President receives an expense and housing allowance annually per the terms of his employment contract. A portion of his housing allowance is reimbursed to him on a non-taxable basis for business meetings and School events held at his residence based upon the estimated fair value of such usage. All of the expense allowance and the taxable portion of the housing allowance are paid via payroll on a semi-monthly basis and are included as W-2 reportable wages. In addition, the School pays for the Dean's monthly membership fees to a social club (the University Club) where various business meetings are regularly held. The total annual cost of the membership is $900 and is reported as a business expense. BRYAN LIANG - RELOCATION X 100000 50000 false true true 50000 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The compensation of the officers of the organization (Dean, Associate Deans and CFO) and key employees are reviewed and approved by the Executive Committee (serving as the Compensation Committee) of the Board of Trustees. Various comparability data is used to determine the reasonableness of the recommended compensation. The comparability data includes: salary surveys from various sources, Form 990 compensation data from other comparable organizations and other industry specific articles/publications. The minutes of this meeting of the Executive Committee detail the members present, their vote on compensation, the documents reviewed to determine reasonableness of the compensation, the terms of the approved compensation, the date approved, the independence of the committee members, and any deliberation. The minutes are completed and approved in a timely fashion. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each year, the officers, trustees, key employees and certain budget managers of CWSL are asked to review the conflict of interest policy and to complete the annual conflict of interest disclosure form. A checklist is maintained to monitor completion of the form and to track attempts to obtain the disclosure forms from all listed individuals. The completed forms are reviewed by the Chairman of the Audit Committee of the Board of Trustees and the CFO. Any disclosed conflict of interest or potential for the appearance of a conflict of interest is discussed with the applicable parties. If any action is required, a plan is developed to address the issue. In addition, our conflict of interest policy requires immediate disclosure of any new/ modified conflict of interest or appearance of a conflict of interest to an appropriate party at the organization. The new information is then reviewed and any applicable action plan developed as discussed above. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The draft Form 990 is distributed to, and reviewed by, the Finance Committee of the Board of Trustees. This review consists of individual committee member review, an overview of the draft by the CFO and a question and answer period during a committee meeting. A final draft with any applicable changes from the Finance Committee review is distributed to the Board of Trustees before being submitted to the IRS. Client Note1 990-TThe information on this return is based on K-1s provided. This is the best information available at the time of filing. Upon the discovery of additional or more detailed information an amended return will be filed. CONSORTIUM FOR INNOVATIVE LEGAL ED 875 SUMMIT AVENUE ST PAUL MN 55105 411884496 EDUCATIONAL PROGRAMS DE 501(C)(3) T. II 509(A) NA false true false false false false false false false false false false false false false false true false CONSORTIUM FOR INNOVATIVE LEGAL ED q 11426 CONSORTIUM FOR INNOVATIVE LEGAL ED b 20000