2011-05-11T11:31:35-05:00 2010-06-30 RSM MCGLADREY INC 221 THIRD AVENUE SE SUITE 300 CEDAR RAPIDS IA 524011512 990 2009-07-01 951643389 UNIVERSITY OF REDLANDS UNIV 9097488066 PO BOX 3080 REDLANDS CA 923730999 PHILLIP L DOOLITTLE 9097488066 2011-04-29 1 Kay Hegarty 3192985333 2009 2016-02-24 21:20:13Z JAMES APPLETON PO BOX 3080 REDLANDS CA 923730999 153929538 0 X WWW.REDLANDS.EDU X 1907 CA THE UNIVERSITY OF REDLANDS IS A PRIVATE, INDEPENDENT LIBERAL ARTS AND SCIENCES UNIVERSITYCOMMITTED TO A MISSION THAT EMPHASIZES ACADEMIC RIGOR, PERSONAL DEVELOPMENT AND INTERDISCIPLINARY STUDIES. 38 36 2991 600 48155 12009 10724012 11837759 121271363 127125472 -3838990 1897798 492023 383815 128648408 141244844 33619333 37048909 0 61243401 59410419 0 3204232 48090963 49558076 142953697 146017404 -14305289 -4772560 295508537 297092807 124611625 122195721 170896912 174897086 SEE SCHEDULE O FOR THE FULL MISSION STATEMENT AS ADOPTED BY THE BOARD OF TRUSTEES. 0 0 43931739 124484453 INSTRUCTION & ACADEMIC SUPPORT PROVIDED FOR APPROXIMATELY 4,470 FULL TIME AND PART TIME STUDENTS. 37048909 37048909 SCHOLARSHIPS AND GRANTS PROVIDED BY UNIVERSITY AND PRIVATE SOURCES TO MORE THAN 2,000 STUDENTS. 17081741 2641019 STUDENT SERVICES TO SUPPORT STUDENT RECRUITING, COUNSELING, STUDENT ACTIVITIES, AND ATHLETICS. 16764149 OTHER PROGRAM SERVICES 16764149 114826538 1 1 0 1 0 0 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 1 250 0 1 2991 1 1 1 1 AU 0 0 0 0 0 38 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X CORY NOMURA CFOTREASURER 9097488066 1200 E COLTON AVE REDLANDS CA 92373 HARRISON BAINS 1.00 X 0 0 0 WENDELL BARNER 1.00 X 0 0 0 TERRY BELMONT 1.00 X 0 0 0 CAROLE BESWICK 1.00 X 0 0 0 LARRY BURGESS 1.00 X X 3000 0 0 DAVID DANIELSON 1.00 X 0 0 0 DONALD DYE 1.00 X 0 0 0 DAVID ENZMINGER 1.00 X 0 0 0 JAMES FALLOWS 1.00 X 0 0 0 RICHARD FISHER 1.00 X X 0 0 0 BECKY CAMPBELL GARNETT 1.00 X 0 0 0 THOMAS GILMER 1.00 X 0 0 0 ALICE MOZLEY GREENTHAL 1.00 X 0 0 0 KENNETH HALL 1.00 X 0 0 0 WILLIAM HARDY 1.00 X 0 0 0 DEBBIE HEAP 1.00 X X 0 0 0 VIRGINIA HUNSAKER 1.00 X 0 0 0 RICHARD HUNSAKER 1.00 X 0 0 0 DEAN IRVING 1.00 X 0 0 0 LAWRENCE KING 1.00 X 0 0 0 TERRY KUPFER 1.00 X 0 0 0 LELAND LAUNER 1.00 X 0 0 0 ANN LUCAS 1.00 X 0 0 0 LAURA JOHNSON MERICKEL 1.00 X 0 0 0 PATRICK MORRIS 1.00 X 0 0 0 ROBERT ODA 1.00 X 0 0 0 STEPHEN OLSON 1.00 X 0 0 0 DARREN ROSE 1.00 X 0 0 0 ROGER SALAZAR 1.00 X 0 0 0 CATHERINE SCHILLING 1.00 X 0 0 0 JESS SENECAL 1.00 X 0 0 0 LINDA NELSON SIMMS 1.00 X 0 0 0 CHRIS STRAND 1.00 X 0 0 0 ANTHONY TAYLOR 1.00 X 0 0 0 RONALD TROUPE 1.00 X 0 0 0 JEFFREY WAGNER 1.00 X 0 0 0 STANLEY WEISSER 1.00 X 0 0 0 ROBERT WIENS 1.00 X 0 0 0 STUART DORSEY 40.00 X 292843 0 187977 PHILLIP DOOLITTLE 40.00 X 255979 0 43384 NEIL MACREADY 40.00 X 180208 0 48705 CHARLOTTE BURGESS 40.00 X 140458 0 32534 CORY NOMURA 40.00 X 162512 0 37536 GAIL GUGE 40.00 X 132615 0 20305 DAVID FITE 40.00 X 95547 0 4704 JAMES APPLETON 40.00 X 54818 0 8865 BARBARA MORRIS 40.00 X 158067 0 40212 HAMID ETESAMNIA 40.00 X 162723 0 27695 NANCY CARRICK 40.00 X 204049 0 67070 JACK OSBORN 40.00 X 148824 0 31110 STUART NOBLE-GOODMAN 40.00 X 134131 0 47210 ROBERT DENHAM 40.00 X 131568 0 19443 ROBERTA DELLHIME 40.00 X 129788 0 42678 2387130 0 659428 66 0 1 0 TILDEN-COIL CONSTRUCTORS INC 3612 MISSION INN AVE RIVERSIDE CA 92501 CONSTRUCTION 6633472 TOVEY SHULTZ CONSTRUCTION INC 18261 COLLIER AVE UNIT A LAKE ELSINORE CA 92530 CONSTRUCTION 5318421 BON APPETIT 2730 SAND HILL RD STE 100 MENLO PARK CA 94025 FOOD SERVICE 5189337 INSIDE TRACK INC DEPT LA22614 PASADENA CA 91185 CONSULTING 1727466 SODEXO INC & AFFILIATES 300 W HAWTHORNE SPOKANE WA 99251 FACILITIES MAINTENANCE 1186897 73 2448193 9389566 551420 11837759 TUITION & FEES 611600 122768950 122768950 AUXILIARY PROGRAMS 611710 2641019 2641019 CONFERENCES 611600 873199 873199 ASSOCIATED STUDENT 611600 842304 842304 127125472 909020 909020 131484 131484 204176 204176 204176 204176 13673472 12684694 988778 988778 988778 PARTNERSHIPS-FORM K-1 525990 42709 42709 ADVERTISING 541800 5446 5446 48155 141244844 124484453 48155 4874477 37048909 37048909 2476991 788873 1481739 206379 46371843 35992777 8659829 1719237 1707901 1286237 354321 67343 5160485 3886413 1070594 203478 3693199 2781385 766191 145623 461056 2199 458857 349605 349605 72000 72000 674217 674217 3760599 2247328 1488421 24850 2844990 605406 2208835 30749 3681056 1213817 2005093 462146 1262990 1262990 7682859 2209515 5472527 817 1879897 1632904 201147 45846 128452 96575 29564 2313 3683387 3285435 397952 10761406 10761406 1254622 975621 242731 36270 FOOD SERVICE 5128629 5023895 80689 24045 STUDENT PROGRAMS 4958542 4637190 106093 215259 BAD DEBT EXPENSE 430209 127923 302286 OTHER EXPENSES 322496 169047 142694 10755 MEMBERSHIPS 221064 53683 158259 9122 146017404 114826538 27986634 3204232 2225450 2185468 8413825 6560957 8347658 5622512 3282289 4079426 470000 1454598 111124 87013 1702361 1395723 269121500 112033163 153936960 157088337 22269295 25262555 80739302 78414892 12261291 13304098 1748982 1637228 295508537 297092807 17602212 15799932 2281169 3978154 77052616 75513272 6787493 6397489 20888135 20506874 124611625 122195721 X 52273741 60403112 30979009 25049405 87644162 89444569 170896912 174897086 295508537 297092807 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 72000 72000 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: LOBBYING ACTIVITIES WERE CARRIED OUT THROUGH PATTON BOGGS, LLP. THE PURPOSE OF THE LOBBYING EFFORTS WAS TO SECURE FUNDING FOR VARIOUS PROGRAMS. 0 0 X X 0 91718845 1596175 9114030 2173038 3779092 96476920 124403138 1695948 -26882852 2354002 5143387 91718845 0.19000 0.81000 0.00000 0 0 226619 2401008 2627627 8689512 210693220 78006977 141375755 6174590 3125477 3049113 40614917 30900709 9714208 321634 321634 157088337 OTHER INVESTMENTS 1211103 C ASSETS HELD BY OTHERS-TRUSTS 1490113 F LTD P-SHIP-PRIVATE EQUITY 7148426 F LTD P-SHIP-MULTI-HEDGE STRATEGIES 16285206 F LTD P-SHIP-INFLATION HEDGING 10572530 F LTD P-SHIP-U.S. EQUITIES 2556871 F COMMON TRUST FUNDS 20169689 F LTD P-SHIP-GLOBAL EQUITIES 18980954 F 78414892 LEGAL RESERVE FOR ANNUITIES PAYABLE 1579284 REFUNDABLE U.S. GOVT STUDENT LOANS 5089914 ACTUARIAL LIABILITY FOR TRUSTS PAYABLE 10853108 ASSET RETIREMENT OBLIGATION 2667868 UNEARNED REVENUE-POOLED INCOME FUNDS 316700 20506874 141244844 146017404 -4772560 9420278 -647544 8772734 4000174 111612827 9420278 -37598231 -28177953 139790780 569051 885013 1454064 141244844 107612653 0 107612653 569051 37835700 38404751 146017404 Part III, Line 4: THE UNIVERSITY MAINTAINS A LIMITED COLLECTION OF ART AND HISTORICAL TREASURES TO BE USED FOR ACADEMIC AND RESEARCH PURPOSES AS WELL AS PRESERVING COLLECTION ITEMS FOR FUTURE GENERATIONS. UPON THE ADOPTION OF SFAS 116, THE UNIVERSITY ELECTED TO CAPITALIZE COLLECTION ITEMS PROSPECTIVELY. SUBSEQUENT TO MAKING THE ELECTION, THE UNIVERSITY HAS NOT RECORDED ANY SIGNIFICANT COLLECTION ITEMS. Part V, Line 4: Description of Intended Use of Endowment Funds: ENDOWMENT FUNDS ARE INTENDED FOR SCHOLARSHIPS, EDUCATIONAL ACTIVITIES AND INSTITUTIONAL SUPPORT PURPOSES. Part X: Description of Uncertain Tax Positions Under FIN 48: THE IRS HAS RECOGNIZED THE UNIVERSITY AS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) AND A FORM 990-T (EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN) ANNUALLY. WHEN THESE RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE TAX POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO UNIVERSITIES INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX EXEMPT STATUS AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). UBIT IS REPORTED ON FORM 990-T, AS APPROPRIATE. THE BENEFIT OF THE TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEAL OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS RELECTED AS A LIABILITY FOR UNCERTAIN TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONE WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. AS OF JUNE 30, 2010 AND 2009, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. FORMS 990 AND 990-T FILED BY THE UNIVERSITY ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. FORMS 990 AND 990-T FILED BY THE UNIVERSITY ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED JUNE 30,2006 AND PRIOR. Part XI, Line 8 - Other Adjustments: NET ASSOCIATED STUDENT REVENUE/EXPENSES: -55513. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: -549322. BOOK/TAX DIFFERENCE ON K-1: -42709. Part XII, Line 2d - Other Adjustments: INSTITUTIONAL GRANTS: -37048909. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: -549322. Part XII, Line 4b - Other Adjustments: ASSOCIATED STUDENT REVENUE: 842304. BOOK/TAX DIFFERENCE FROM K-1: 42709. Part XIII, Line 4b - Other Adjustments: INSTITUTIONAL GRANTS: 37048909. aSSOCIATED STUDENT expenses: 786791. 1 1 1 THE UNIVERSITY PUBLISHES STATEMENTS THAT THE UNIVERSITY DOES NOT DISCRIMINATE IN THE ADMISSIONS PROCESS IN THE UNIVERSITY CATALOG, ADMISSIONS BROCHURES, AND APPLICATION FORMS. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 GRANTS RECEIVED FROM FEDERAL AND STATE AGENCIES FOR FINANCIAL ASSISTANCE TO STUDENTS. 1 EUROPE 1 1 PROGRAM SERVICES UNDERGRADUATE STUDY ABROAD 689921 EUROPE INVESTMENTS 1 1 689921 Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: THE ORGANIZATION MONITORS FOREIGN EXPENDITURES ON A MONTHLY BASIS. ONCE DURING EACH SEMESTER, THE UNIVERSITY OF REDLANDS TRANSFERS EUROS TO THE FOREIGN OFFICE FOR THE ESTIMATED AMOUNT OF THE FOREIGN OFFICE'S EXPENDITURES FOR THE SEMESTER. AT THE END OF EACH MONTH, THE FOREIGN OFFICE SENDS THE UNIVERSITY OF REDLANDS A LEDGER OF ACTUAL EXPENDITURES AND A CASH RECONCILIATION FOR THE BANK ACCOUNT. THE UNIVERSITY OF REDLANDS EVALUATES AND RECONCILES THE FOREIGN ACCOUNT CASH BALANCE AND UPDATES THE GENERAL LEDGER MONTHLY BASED ON THE ACTUAL DATA RECEIVED. AT THE END OF EACH SCHOOL YEAR, THE FOREIGN OFFICE PROVIDES THE UNIVERSITY OF REDLANDS WITH RECEIPTS AND DOCUMENTATION FOR ALL EXPENDITURES FOR THE YEAR. 1 UNDERGRADUATE NEED BASED SCHOLARSHIPS 2047 32469109 N/A N/A UNDERGRADUATE MERIT BASED SCHOLARSHIPS 302 3994154 N/A N/A GRADUATE NEED BASED SCHOLARSHIPS 84 585646 N/A N/A Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: DISBURSEMENTS TO STUDENTS RECEIVING FINANCIAL AID ARE MADE IN ACCORDANCE WITH INSTITUTIONAL PROCEDURES TO ENSURE THAT THOSE RECEIVING THE AID ARE QUALIFYING RECIPIENTS. FINANCIAL AID AWARDING POLICIES LIMIT GRANTS AND SCHOLARSHIPS TO THE MAXIMUM OF ANNUAL TUITION. GRANTS AND SCHOLARSHIPS ARE APPLIED DIRECTLY TO A STUDENT ACCOUNT AND FUNDS ARE NOT DISTRIBUTED DIRECTLY TO STUDENTS. OVERPAYMENT OR CREDIT BALANCES OF STUDENT ACCOUNTS BALANCES ARE ANALYZED PRIOR TO DISTRIBUTING REFUNDS TO STUDENTS TO ENSURE THAT GRANTS AND SCHOLARSHIPS ARE PROPERLY AWARDED AND UTILIZED FOR EDUCATIONAL PURPOSES. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 STUART DORSEY 260622 0 0 0 32221 0 20700 0 167277 0 480820 0 0 0 PHILLIP DOOLITTLE 250675 0 0 0 5304 0 20700 0 22684 0 299363 0 0 0 NEIL MACREADY 176376 0 0 0 3832 0 16650 0 32055 0 228913 0 0 0 CHARLOTTE BURGESS 139666 0 0 0 792 0 14021 0 18513 0 172992 0 0 0 CORY NOMURA 159829 0 0 0 2683 0 11673 0 25863 0 200048 0 0 0 GAIL GUGE 131090 0 0 0 1525 0 0 0 20305 0 152920 0 0 0 BARBARA MORRIS 148584 0 0 0 9483 0 14159 0 26053 0 198279 0 0 0 HAMID ETESAMNIA 161814 0 0 0 909 0 14122 0 13573 0 190418 0 0 0 NANCY CARRICK 202861 0 0 0 1188 0 16694 0 50376 0 271119 0 0 0 JACK OSBORN 147698 0 0 0 1126 0 13882 0 17228 0 179934 0 0 0 STUART NOBLE-GOODMAN 133964 0 0 0 167 0 13173 0 34037 0 181341 0 0 0 ROBERT DENHAM 130907 0 0 0 661 0 12326 0 7117 0 151011 0 0 0 ROBERTA DELLHIME 129551 0 0 0 237 0 11663 0 31015 0 172466 0 0 0 Part I, Line 1a THE ORGANIZATION PAID LONG TERM DISABILITY PREMIUMS OF $198 FOR STUART DORSEY, PRESIDENT. THE GROSS AMOUNT IS REPORTED AS OTHER REPORTABLE COMPENSATION ON FORM 990, PART VII, SECTION A, LINE 1, COLUMN (D) AND ON SCHEDULE J, PART II, COLUMN (B)(III). STUART DORSEY, PRESIDENT WAS PROVIDED A UNIVERSITY OWNED RESIDENCE WHERE HE WAS REQUIRED TO RESIDE AS A CONDITION OF HIS EMPLOYMENT. THE UNIVERSITY MAINTAINED THE HOUSE BY PROVIDING FOR MAINTENANCE INCLUDING ALARM, POOL, UTILITY, JANITORIAL, HOUSEKEEPING, AND LANDSCAPING SERVICES. THE FAIR MARKET RENTAL VALUE OF $38,400 AND THE MAINTENANCE COSTS OF $75,128 ARE REPORTED AS OTHER COMPENSATION ON FORM 990, PART VII, SECTION A, LINE 1, COLUMN (F) AND ON SCHEDULE J, PART II, COLUMN (D). THE UNIVERSITY PAID COUNTRY CLUB DUES ON BEHALF OF JAMES APPLETON, PRESIDENT, STUART DORSEY, PRESIDENT, PHILLIP DOOLITTLE, EXECUTIVE VICE PRESIDENT, AND NEIL MACREADY, VP OF UNIVERSITY RELATIONS. THE PERSONAL USE PORTION OF THE VALUE OF THE COUNTRY CLUB DUES IS INCLUDED IN REPORTABLE COMPENSATION FOR THESE EMPLOYEES ON FORM 990, PART VII, SECTION A, LINE 1, COLUMN (D) AND ON SCHEDULE J, PART II, COLUMN (B)(III). Part I, Line 4a CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130175YV8 2003-03-27 17475467 STUDENT HOUSING, ENERGY FACILITY, STUDENT CENTER, PARKING, CLASSROOMS 0 0 CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130175D58 2003-06-11 17193800 REFUND OF PRIOR 1995 BOND ISSUE 0 0 CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 1301755C2 2005-07-07 28430427 TO EQUIP ENERGY FACILITY, PHONE SYSTEM, RESIDENCE HALLS, CLASSROOMS 0 0 CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130178NF9 2008-05-22 20434949 aRT CTR, LIBRARY, ENERGY FACILITY 0 0 17475467 800467 16675000 2008 0 0 1 1 17193800 16573162 620638 2003 0 1 1 1 28430427 16822357 491477 11116593 2008 0 1 1 1 20434949 434949 20000000 2009 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TILDEN-COIL CONSTRUCTORS DEAN IRVING, TRUSTEE IS CEO AND MAJORITY STOCKHOLDER OF TILDEN-COIL. 6633472 TILDEN-COIL IS THE GENERAL CONTRACTOR FOR THE CENTER FOR THE ARTS PROJECT. 0 MICHELLE DORSEY SPOUSE OF STUART DORSEY, PRESIDENT. 45000 MICHELLE DORSEY IS A PAID EMPLOYEE OF THE UNIVERSITY OF REDLANDS. 0 ANITA WEST SPOUSE OF NEIL MACREADY, VP UNIVERSITY RELATIONS. 15753 ANITA WEST IS A PAID EMPLOYEE OF THE UNIVERSITY OF REDLANDS. 0 KATHERINE NOBLE-GOODMAN SPOUSE OF STUART NOBLE-GOODMAN, INTERIM DEAN, SCHOOL OF BUSINESS. 15963 KATHERINE NOBLE-GOODMAN IS A PAID EMPLOYEE OF THE UNIVERSITY OF REDLANDS. 0 X 24 152883 FMV X 1 360000 APPRAISED VALUE X BOOKS 1 809 FMV X MUSICAL INSTRUMENTS 3 27049 FMV X HAND SANITIZER 1 10465 FMV X MISCELLANEOUS ITEMS 1 214 FMV 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): THE QUANTITIES LISTED REPRESENT THE NUMBER OF INSTANCES THAT A CONTRIBUTION OF SUCH PROPERTY WAS RECEIVED. THE NUMBERS DO NOT NECESSARILY REFLECT THE NUMBER OF CONTRIBUTORS OR THE NUMBER OF ITEMS CONTRIBUTED. Third Party Use: Part I, Line 32b: THE ORGANIZATION MAY FROM TIME TO TIME USE THIRD PARTY BROKERS TO SELL DONATIONS OF STOCK AND/OR THIRD PARTY REAL ESTATE AGENTS TO SELL DONATED REAL PROPERTY. Form 990, Part VI, Section A, line 1 COMPENSATION FOR LARRY BURGESS, TRUSTEE LARRY BURGESS WAS PAID $3,000 FOR TEACHING SERVICES AS AN ADJUNCT FACULTY MEMBER. HE IS NOT COMPENSATED FOR HIS SERVICES AS A TRUSTEE. Form 990, Part VI, Section A, line 2 (1) STUART DORSEY, PRESIDENT, PHILLIP DOOLITTLE, EXECUTIVE VP/COO, NEIL MACREADY, VP UNIV RELATIONS, AND CORY NOMURA, CFO/TREASURER SERVE AS NON COMPENSATED DIRECTORS OF REDLANDS PROPERTY MANAGEMENT, INC., A CORPORATION (A) CREATED TO HOLD TITLE TO PROPERTIES ACQUIRED BY THE UNIVERSITY OF REDLANDS (B) WHO DOES NOT CONDUCT ANY BUSINESS. ANY PROPERTIES HELD WOULD BE DIRECTLY MANAGED BY THE UNIVERSITY OF REDLANDS AND ACCOUNTED FOR DIRECTLY IN ITS BOOKS AND RECORDS. (2) CHARLOTTE BURGESS, VP STUDENT LIFE AND LARRY BURGESS, ASSISTANT SECRETARY HAVE A FAMILY RELATIONSHIP. (3) RICHARD HUNSAKER, TRUSTEE AND VIRGINIA HUNSAKER, TRUSTEE HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED IN DETAIL BY UNIVERSITY MANAGEMENT, LEGAL COUNSEL AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THE FORM 990 RETURN. THE FINAL COPY OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE IS ANNUALLY DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR ADMINISTRATIVE PERSONNEL TO DETERMINE RELATED PARTY/CONFLICT OF INTEREST DISCLOSURES. QUESTIONNAIRE RESPONSES ARE REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES TO DETERMINE IF ANY POTENTIAL CONFLICTS EXIST. Form 990, Part VI, Section B, line 15 EXECUTIVE COMPENSATION IS ESTABLISHED ANNUALLY BY THE EXECUTIVE EVALUATION & COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. COMPARATIVE SALARY AND BENEFIT INFORMATION IS REVIEWED IN ESTABLISHING THE APPROPRIATE LEVEL OF COMPENSATION FOR OFFICERS. ALL OFFICER COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART III, LINE 1 FULL MISSION STATEMENT AS ADOPTED BY THE BOARD THE UNIVERSITY OF REDLANDS IS A PRIVATE, INDEPENDENT UNIVERSITY COMMITTED TO PROVIDING A PERSONALIZED EDUCATION THAT FREES STUDENTS TO MAKE ENLIGHTENED CHOICES. REDLANDS EMPHASIZES ACADEMIC RIGOR, CURRICULAR DIVERSITY, AND INNOVATIVE TEACHING. REDLANDS FOSTERS A COMMUNITY OF SCHOLARS AND ENCOURAGES A PLURALISTIC NOTION OF VALUES BY CHALLENGING ASSUMPTIONS AND STEREOTYPES IN BOTH CLASSES AND ACTIVITIES. A REDLANDS EDUCATION GOES BEYOND TRAINING TO EMBRACE A REFLECTIVE UNDERSTANDING OF OUR WORLD; IT PROCEEDS FROM INFORMATION TO INSIGHT, FROM KNOWLEDGE TO MEANING. WELCOMING INTELLECTUALLY CURIOUS STUDENTS OF DIVERSE RELIGIOUS, ETHNIC, NATIONAL, AND SOCIO-ECONOMIC BACKGROUNDS, THE UNIVERSITY SEEKS TO DEVELOP RESPONSIBLE CITIZENSHIP AS PART OF A COMPLETE EDUCATION. REDLANDS ENCOURAGES A COMMUNITY ATMOSPHERE WITH EXCEPTIONAL OPPORTUNITY FOR STUDENT LEADERSHIP AND INTERACTION. FOR WORKING ADULTS, THE UNIVERSITY OFFERS INNOVATIVE PROGRAMS AT CONVENIENT LOCATIONS AND TIMES. REDLANDS BLENDS LIBERAL ARTS AND PROFESSIONAL PROGRAMS, APPLIED AND THEORETICAL STUDY, TRADITIONAL MAJORS AND SELF-DESIGNED CONTRACTS FOR GRADUATION. SMALL CLASSES ENABLE EACH STUDENT TO PARTICIPATE IN CLASS DISCUSSION, TO WORK CLOSELY WITH PROFESSORS, AND TO RECEIVE EXTENSIVE INDIVIDUAL ATTENTION. REDLANDS REMAINS SENSITIVE TO CONTEMPORARY TRENDS IN SOCIETY AND CHALLENGES STUDENTS TO COMMIT THEMSELVES TO A LIFETIME OF LEARNING. FORM 990, PART VII AND PART IX, AND SCHEDULE J OTHER COMPENSATION/NON-TAXABLE BENEFITS THE UNIVERSITY PROVIDES TUITION REMISSION, ASSISTANCE, AND/OR EXCHANGE TO ITS EMPLOYEES AND THEIR FAMILY MEMBERS AS A NON-TAXABLE BENEFIT. AMOUNTS FOR SUCH TUITION ARE REPORTED ON FORM 990, PART VII, SECTION A, LINE 1, COLUMN (F), FORM 990, PART IX, LINE 5 OR 9, AND SCHEDULE J, PART II, COLUMN (D), AS APPLICABLE. PART VII, SECTION A, LINE 1 COMPENSATION FOR LARRY BURGESS, TRUSTEE LARRY BURGESS WAS PAID $3,000 FOR TEACHING SERVICES AS AN ADJUNCT FACULTY MEMBER. HE IS NOT COMPENSATED FOR HIS SERVICES AS A TRUSTEE. REDLANDS CENTER FOR SCIENCE AND ENVIRONMENTAL STUDIES 1200 E COLTON AVE REDLANDS CA 92737 330628369 INACTIVE CA 501(C)(3) 11A N/A REDLANDS PROPERTY MANAGEMENT INC PO BOX 3080 REDLANDS CA 92373 330423448 TITLE HOLDING CA N/A C 1.00000 REDLANDS PROPERTY MANAGEMENT TRUST PO BOX 3080 REDLANDS CA 92373 336089947 TITLE HOLDING CA REDLANDS PROPERTY MGT INC T 1.00000 UNIVERSITY OF REDLANDS ENDOWMENT TRUST PO BOX 3080 REDLANDS CA 92373 336357436 HOLDS ALTERNATIVE INVESTMENT CA N/A T 56150 2249414 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0