2026-05-13T19:29:12-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-07-01 943185612 PRESIDIO GRADUATE SCHOOL PRES 9097488180 105 SEMINARY ROAD SAN ANSELMO CA 94960 ADRIENNE MCCORMICK PROVOST/CAO 9097488180 2026-05-12 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2026-05-12 2024 2025-03-06 01:10:19Z X EMILY PELISSIER 105 SEMINARY ROAD SAN ANSELMO CA 94960 1994637 0 X WWW.PRESIDIO.EDU X 1990 CA TO EDUCATE CHANGEMAKERS TO BUILD A FLOURISHING FUTURE FOR ALL. X 13 12 60 20 0 0 137381 60213 2535371 1905499 59153 28925 0 0 2731905 1994637 326560 851106 0 0 1246736 924764 0 0 2455 1161103 876788 2734399 2652658 -2494 -658021 1402512 0 744491 0 658021 0 X PRESIDIO GRADUATE SCHOOL'S MISSION IS TO EDUCATE CHANGEMAKERS TO BUILD A FLOURISHING FUTURE FOR ALL. 0 1 2364991 851106 1905499 IN THE 2024-2025 SCHOOL YEAR, PRESIDIO GRADUATE SCHOOL EDUCATED 85 MASTERS-LEVEL STUDENTS IN SUSTAINABILITY AND SOCIAL JUSTICE IN OUR MBA, MPA, MBA/MPA, AND CERTIFICATE STUDENTS. 2364991 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 5 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X EMILY PELISSIER 9097488180 105 SEMINARY ROAD SAN ANSELMO CA 94960 KRISTA L NEWKIRK BOARD MEMBER 1.00 71.00 X 0 601429 79380 SUZANNE FARVER CHAIR 3.00 2.00 X X 0 0 0 DR ASEEM CHAUHAN CHAIR EMERITUS 2.00 0.00 X X 0 0 0 DR GURINDER SINGH VICE CHAIR 2.00 0.00 X X 0 0 0 MALCOLM WALTER TREASURER 2.00 0.00 X X 0 0 0 DR WARREN FOX SECRETARY 2.00 2.00 X X 0 0 0 CHANDRA ALEXANDRE BOARD MEMBER 1.00 0.00 X 0 0 0 DR PANKAJ BHARGAVA BOARD MEMBER 1.00 0.00 X 0 0 0 DR AASHISH BINDRA BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF HOGUE BOARD MEMBER 1.00 0.00 X 0 0 0 DR TANU JINDAL BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA KARLIN BOARD MEMBER 1.00 0.00 X 0 0 0 SABRINA WATKINS BOARD MEMBER 1.00 0.00 X 0 0 0 ELIZABETH MAW PRESIDENT (THRU 06/25) 40.00 0.00 X 84160 0 1166 DIANA ASAAD COO (THRU 03/25) 40.00 0.00 X 13734 0 137 EMILY PELISSIER EXECUTIVE DIRECTOR 40.00 0.00 X 133339 0 5418 EMILY BATTAGLIA DIRECTOR OF PROGRAM EXPANSION 40.00 0.00 X 110531 0 0 341764 601429 86101 2 0 1 0 GOOGLE INC 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 ADVERTISING 198250 1 60213 60213 TUITION AND FEES 611600 1905436 1905436 RESEARCH AND CONSULTIN 611600 63 63 1905499 28925 28925 1994637 1905499 0 28925 563194 563194 287912 287912 177502 18157 159345 7105 7105 651412 631133 20279 2643 2064 579 19068 14890 4178 67034 52346 14688 683 179 504 30400 30400 116349 116349 408980 404520 4460 16711 6527 10184 41262 31359 8381 1522 90167 90167 47124 44476 2558 90 12237 12237 27550 19125 7582 843 FOOD SERVICE 32822 32706 116 STUDENT PROGRAMS 15977 10473 5504 MEMBERSHIPS 190 190 36336 20072 16264 2652658 2364991 285212 2455 100045 0 1102086 0 0 90248 0 0 0 0 0 110133 0 0 0 0 0 0 0 1402512 0 173093 0 571398 0 744491 0 X 605526 0 52495 0 658021 0 1402512 0 -658021 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: PRESIDIO GRADUATE SCHOOL (PGS) IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE PGS'S MATERIAL TAX POSITIONS; THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED AS OF JUNE 30, 2025 AND 2024. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY THROUGH ITS WEBSITE AND EMAIL. IT'S ALSO PUBLISHED IN STUDENT, FACULTY AND EMPLOYEE HANDBOOKS. THE ORGANIZATION DID NOT HAVE THE NONDISCRIMINATION POLICY REPORTED ON ITS INTERNET HOMEPAGE THROUGHOUT THE ENTIRE FISCAL YEAR. THE SCHOOL HAS REMEDIED THE OVERSIGHT, AND THE POLICY NOW APPEARS ON THE FRONT PAGE OF THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 PRESIDIO GRADUATE SCHOOL ASSISTS STUDENTS IN THE FINANCING OF THEIR EDUCATION THROUGH FEDERALLY-FUNDED STUDENT LOAN PROGRAMS. 1 UNIVERSITY OF REDLANDS 1200 EAST COLTON AVENUE REDLANDS CA 92373 951643389 501(C)(3) 563194 0 TRANSFER FROM MERGER 1 0 STUDENT AID 68 287912 PART I, LINE 2: NEED-BASED SCHOLARSHIPS ARE AWARDED TO STUDENTS WITH DEMONSTRATED FINANCIAL NEED. RECIPIENTS OF NEED-BASED SCHOLARSHIPS MUST COMPLETE A FAFSA APPLICATION, BE US CITIZENS OR ELIGIBLE NON-CITIZENS, BE ENROLLED IN A DEGREE OR CERTIFICATE PROGRAM, AND BE MAKING SATISFACTORY ACADEMIC PROGRESS. X X 0 0 0 0 0 0 0 0 0 KRISTA L NEWKIRK BOARD MEMBER 0 484260 0 107100 0 10069 0 23000 0 56380 0 680809 0 0 ALL ASSETS OF THE ORGANIZATIUON WERE MERGED INTO THE SUCCESSOR ORGANIZATION 2025-06-30 0 BOOK VALUE 951643389 UNIVERSITY OF REDLANDS 1200 EAST COLTON AVENUE REDLANDS CA 92373 501(C)(3) CASH 1716839 ACCOUNTS RECEIVABLES 136566 PREPAID EXPENSES 74348 ACCOUNTS PAYABLE -1364559 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: KRISTA L. NEWKIRK, SUZANNE FARVER, AND DR. WARREN FOXEMILY PELISSIEREMILY BATTAGLIA PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: KRISTA L. NEWKIRK WILL HOLD THE POSITION OF PRESIDENT OF THE SUCCESSOR ORGANIZATION.SUZANNE FARVER AND DR. WARREN FOX WILL HOLD POSITIONS AS TRUSTEES OF THE SUCCESSOR ORGANIZATION. EMILY PELISSIER WILL SERVE AS THE EXECUTIVE DIRECTOR OF THE PRESIDIO CENTER FOR SUSTAINABLE SOLUTIONS, A DEPARTMENT OF THE SUCCESSOR ORGANIZATION.EMILY BATTAGLIA WILL SERVE AS AN EMPLOYEE OF THE SUCCESSOR ORGANIZATION. FORM 990, PART III, LINE 3 PRESIDIO GRADUATE SCHOOL TERMINATED AND MERGED WITH UNIVERSITY OF REDLANDS ON JUNE 30, 2025. FORM 990, PART VI, SECTION A, LINE 2 DR. AASHISH BINDRA, DR. GURINDER SINGH, DR. TANU JINDAL, AND DR. ASEEM CHAUHAN HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 4 PRESIDIO GRADUATE SCHOOL TERMINATED AND MERGED WITH UNIVERSITY OF REDLANDS ON JUNE 30, 2025. FORM 990, PART VI, SECTION A, LINE 6 UNIVERSITY OF REDLANDS, A TAX-EXEMPT 501(C)(3) EDUCATIONAL INSTITUTION, IS THE SOLE MEMBER OF PRESIDIO GRADUATE SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A UNIVERSITY OF REDLANDS IS THE SOLE MEMBER OF PRESIDIO GRADUATE UNIVERSITY (PGS) AND MAY ELECT AND APPOINT ANY NUMBER OF THE DIRECTORS TO THE BOARD OF PGS, NOT TO EXCEED THIRTEEN. ONE BOARD SEAT WILL BE FILLED, EX-OFFICIO, BY THE PRESIDENT OF THE SOLE MEMBER OR THEIR PERMITTED DESIGNEE. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBER, UNIVERSITY OF REDLANDS, MUST APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS AS WELL AS SIGNIFICANT TRANSACTION DECISIONS BROUGHT TO THE BOARD OF DIRECTORS INCLUDING (A) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS ASSETS; (B) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ANY ASSET OR GROUP OF SIMILAR ASSETS OF THE ORGANIZATION WITH A COMBINED FAIR MARKET VALUE IN EXCESS OF $250,000; (C) THE LICENSING OR OTHER TRANSFER OF INTELLECTUAL PROPERTY (OR RIGHTS THERETO) OF THE ORGANIZATION FOR CONSIDERATION TO ANY OTHER PARTY, EXCEPT WHERE THE LICENSING OR OTHER TRANSFER IS "SUBSTANTIALLY RELATED" TO THE ORGANIZATION'S EXEMPT PURPOSE; AND (D) THE ASSUMPTION OR CREATION OF ANY INDEBTEDNESS OR THE ORGANIZATION IN AN AMOUNT EXCEEDING $500,000, WHETHER OR NOT IN THE ORDINARY COURSE OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY KEY STAFF AT UNIVERSITY OF REDLANDS AND PGS. PRIOR TO FILING, THE FORM 990 WAS DISTRIBUTED TO THE PRESIDENT AND EXECUTIVE COMMITTEE OF UNIVERSITY OF REDLANDS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL DIRECTORS WITH A MATERIAL FINANCIAL INTEREST IN A TRANSACTION MUST DISCLOSE SUCH MATERIAL FINANCIAL INTEREST OR COMMON DIRECTORSHIP TO THE BOARD VIA A DISCLOSURE FORM. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. IF A CONFLICT IS DEEMED TO EXIST, THEY MUST RECUSE THEMSELVES FROM PARTICIPATING IN ANY CONSIDERATION OR DECISION RELATED TO THE TRANSACTION. SUCH DISCLOSURE AND ABSTENTION FROM A VOTE WILL BE MADE PART OF THE RECORD OF THE BOARD'S MEETINGS. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE PGS BOARD REVIEWS COMPARABILITY DATA EVERY FEW YEARS AND REVIEWS MARKET PAY RATES UPON HIRE TO DETERMINE SALARY RANGES FOR OFFICERS AND EMPLOYEES TO ENSURE FAIR COMPENSATION. BASE COMPENSATION OF EMPLOYEES AS WELL AS ANY COST OF LIVING ADJUSTMENTS OR BONUSES ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. ALL DELIBERATIONS AND DECISIONS FOR COMPENSATION ADJUSTMENTS ARE DOCUMENTED IN THE BOARD MINUTES. A FULL COMPENSATION ANALYSIS WAS LAST COMPLETED IN 2019. BASE COMPENSATION WAS INCREASED BY A CONSISTENT PERCENTAGE FOR ALL OFFICERS AND EMPLOYEES IN 2022. THE COST OF LIVING ADJUSTMENTS THAT WERE MADE WERE CONSISTENT WITH OR LESS THAN INFLATION. THE EXECUTIVE DIRECTOR FOR PGS WAS HIRED POST CHANGE OF CONTROL, BY UNIVERSITY OF REDLANDS AND APPROVED BY THE PGS BOARD. THE SALARY RANGE AND APPROVAL BY UNIVERSITY OF REDLANDS WAS IN ACCORDANCE WITH OPERATING PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). UNIVERSITY OF REDLANDS 1200 EAST COLTON AVENUE REDLANDS CA 92373 951643389 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 N/A 0 WOODBURY UNIVERSITY 7500 NORTH GLENOAKS BOULEVARD BURBANK CA 91504 952786163 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 UNIVERSITY OF REDLANDS 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0