INTERNATIONAL HOUSE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL HOUSE (EIN 94-1167403)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349303093
- Schema version
- 2024v5.5
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:18:21-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN STREET SUITE 700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941167403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 5106438315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947202320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN CARVER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5106438315 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAUN CARVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947202320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,423,932 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://IHOUSE.BERKELEY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $975,007 | PYContributionsGrantsAmt |
| CY Contributions Grants | $978,651 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,570,127 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,144,465 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,737,689 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,346,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $344,955 | PYOtherRevenueAmt |
| CY Other Revenue | $370,758 | CYOtherRevenueAmt |
| PY Total Revenue | $20,627,778 | PYTotalRevenueAmt |
| CY Total Revenue | $22,840,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $682,864 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $831,096 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,028,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,019,498 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $556,235 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,904,798 | PYOtherExpensesAmt |
| CY Other Expenses | $12,857,561 | CYOtherExpensesAmt |
| PY Total Expenses | $19,616,525 | PYTotalExpensesAmt |
| CY Total Expenses | $20,708,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,011,253 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,131,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,910,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,653,791 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,102,412 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,413,483 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,807,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,240,308 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER INTERCULTURAL RESPECT AND UNDERSTANDING, LIFELONG FRIENDSHIPS, AND LEADERSHIP SKILLS FOR A MORE JUST AND PEACEFUL WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,651,940 | ExpenseAmt |
| Grant | $831,096 | GrantAmt |
| Revenue | $17,148,946 | RevenueAmt |
| Desc | INTERNATIONAL HOUSE IS A MULTI-CULTURAL CAMPUS RESIDENT AND PROGRAM CENTER THAT PROVIDED ROOM AND BOARD FOR APPROXIMATELY 1,000 INDIVIDUALS; PROVIDED A SOCIAL ENVIRONMENT FOR STUDENTS FROM APPROXIMATELY 70 COUNTRIES WORLDWIDE; AND PROVIDED INTERCULTURAL PROGRAMS TO FURTHER INTERNATIONAL UNDERSTANDING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,594,196 | ExpenseAmt |
| Revenue | $2,370,901 | RevenueAmt |
| Desc | THE STUDENT AND OUTSIDE PROGRAMS ARE DELIVERED BY THE ROBERTSON CENTER FOR INTERCULTURAL LEADERSHIP PROGRAMS (RCILP). THE ROBERTSON CENTER FOR INTERCULTURAL LEADERSHIP PROGRAMS (RCILP) IS TO SUPPORT THE MISSION OF I-HOUSE TO FOSTER RESPECT, UNDERSTANDING, LIFELONG FRIENDSHIPS, AND LEADERSHIP SKILLS FOR A MORE JUST AND PEACEFUL WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,246,136 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106438315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947202320 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHAUN CARVER | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $475,692 | $0 | $79,802 | ||
| ERNEST COSTELLO | ||||||||
| CFO/COO | 40.00 | Yes (X) | Yes (X) | $209,258 | $0 | $41,170 | ||
| CHORY BANEZ | ||||||||
| BOARD SECRETARY | 40.00 | Yes (X) | Yes (X) | $109,866 | $0 | $15,464 | ||
| RICH LYONS | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARC FISHER | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY MILITAR | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TAD ALLAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET ANDREWS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BRONSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK CAVAGNERO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILL CAZALET | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DUFFY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAWAHAR GIDWANI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNEST GUNDLING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA HASSNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW KOCHER SR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES LICHAU | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BUKOLA MABADEJE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL MOUEN-MAKOUA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA MURPHEY-ORTEGA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY PAXTON | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER ROBERTSON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JORDAN TSE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WIEBE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE YANO | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH NAYELI VIVANCO | ||||||||
| CHIEF STUDENT EXPERIENCE OFFICER | 40.00 | $203,327 | $0 | $44,220 | Yes (X) | |||
| LUIS GUILLERMO ESCAMILLA ARROYO | ||||||||
| VICE PRESIDENT - ADMIN. SERVICES | 40.00 | $194,385 | $0 | $24,174 | Yes (X) | |||
| HENRY PARK | ||||||||
| VICE PRESIDENT - HOSPITALITY SERVICES | 40.00 | $172,746 | $0 | $39,062 | Yes (X) | |||
| MARK CASSETTARI | ||||||||
| DIRECTOR PHYSICAL OPERATIONS | 40.00 | $154,260 | $0 | $43,482 | Yes (X) | |||
| MARGARET M CRAWFORD-RYAN | ||||||||
| DIRECTOR PHILANTHROPY | 40.00 | $138,265 | $0 | $52,130 | Yes (X) | |||
| SAMANTHA DEPETRO-WYSUPH | ||||||||
| SENIOR ALUMNI REL./PHIL. OFFICER | 40.00 | $149,279 | $0 | $22,607 | Yes (X) | |||
| MARIE ABIGAIL SERBINS | ||||||||
| EXECUTIVE CHEF & CULINARY DIRECTOR | 40.00 | $127,953 | $0 | $34,171 | Yes (X) | |||
| MERCEDES NICOLE WEST | ||||||||
| ACCOUNTING MANAGER | 40.00 | $117,790 | $0 | $43,510 | Yes (X) | |||
| MELINDA DIAN JEGER | ||||||||
| DIRECTOR ADMISSIONS & FINANCIAL AID | 40.00 | $126,301 | $0 | $21,826 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,179,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $461,618 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE REGENTS OF UC | |||||
| 2610 CHANNING WAY | BERKELEY | CA | 94720 | PERSONNEL, UTILITIES, FACILITIES | $12,341,993 |
| AMSNET | |||||
| 502 COMMERCE WAY | LIVERMORE | CA | 94551 | ACCESS AND SECURITY CONTROL PROJECT | $1,259,845 |
| ADVANCED VOICE & DATA | |||||
| PO BOX 27246 | HOUSTON | TX | 77227 | ACCESS AND SECURITY CONTROL PROJECT | $421,414 |
| PLANT CONSTRUCTION COMPANY | |||||
| 300 NEWHALL STREET | SAN FRANCISCO | CA | 94124 | CONTRACTOR / FACILITIES UPGRADES | $249,351 |
| MARTS & LUNDY | |||||
| 160 CHUBB AVENUE SUITE 303 | LYNDHURST | CA | 07071 | STRATEGIC PLANNING CONSULTING | $184,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $73,365 | FundraisingAmt |
| All Other Contributions | $905,286 | AllOtherContributionsAmt |
| Noncash Contributions | $9,926 | NoncashContributionsAmt |
| Total Contributions | $978,651 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT FEES | 611710 | $17,148,946 | $17,148,946 |
| STUDENT/OUTSIDE PGRMS | 611710 | $1,995,519 | $1,995,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,144,465 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $654,284 | TotalRevenueColumnAmt |
| Exclusion | $654,284 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $367,008 | RealAmt |
| Personal | $42,824 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $367,008 | RealAmt |
| Personal | $42,824 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $409,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $375,382 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $34,450 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,227,145 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $535,244 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,691,901 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,691,901 | TotalRevenueColumnAmt |
| Exclusion | $1,691,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,555 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $73,365 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,629 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,074 | TotalRevenueColumnAmt |
| Exclusion | -$39,074 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,840,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,519,847 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,341,561 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,096 | TotalAmt |
| Program Services | $831,096 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,758,195 | TotalAmt |
| Program Services | $1,079,429 | ProgramServicesAmt |
| Management And General | $647,384 | ManagementAndGeneralAmt |
| Fundraising | $31,382 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,334,713 | TotalAmt |
| Program Services | $2,979,427 | ProgramServicesAmt |
| Management And General | $132,744 | ManagementAndGeneralAmt |
| Fundraising | $222,542 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,514 | TotalAmt |
| Program Services | $212,296 | ProgramServicesAmt |
| Fundraising | $24,218 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,691 | TotalAmt |
| Program Services | $1,226,713 | ProgramServicesAmt |
| Management And General | $96,218 | ManagementAndGeneralAmt |
| Fundraising | $33,760 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,385 | TotalAmt |
| Program Services | $261,877 | ProgramServicesAmt |
| Management And General | $56,325 | ManagementAndGeneralAmt |
| Fundraising | $15,183 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203,189 | TotalAmt |
| Program Services | $3,034,531 | ProgramServicesAmt |
| Management And General | $118,695 | ManagementAndGeneralAmt |
| Fundraising | $49,963 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,965 | TotalAmt |
| Management And General | $62,540 | ManagementAndGeneralAmt |
| Fundraising | $425 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,625 | TotalAmt |
| Management And General | $214,625 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,943 | TotalAmt |
| Program Services | $888,267 | ProgramServicesAmt |
| Management And General | $137,856 | ManagementAndGeneralAmt |
| Fundraising | $30,820 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,338 | TotalAmt |
| Program Services | $432,998 | ProgramServicesAmt |
| Management And General | $81,736 | ManagementAndGeneralAmt |
| Fundraising | $37,604 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,752 | TotalAmt |
| Program Services | $826,752 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,086 | TotalAmt |
| Program Services | $11,176 | ProgramServicesAmt |
| Management And General | $58,376 | ManagementAndGeneralAmt |
| Fundraising | $8,534 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,288 | TotalAmt |
| Program Services | $115,288 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $2,978,632 | $2,932,730 | $13,834 | $32,068 |
| CONSTRUCTION | $1,686,519 | $1,686,519 | ||
| REPAIRS AND MAINTENANCE | $1,295,164 | $1,292,096 | $3,068 | |
| OUTREACH | $227,063 | $28,250 | $193,520 | $5,293 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,997 | TotalAmt |
| Program Services | $406,691 | ProgramServicesAmt |
| Management And General | $88,863 | ManagementAndGeneralAmt |
| Fundraising | $64,443 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,708,155 | TotalAmt |
| Program Services | $18,246,136 | ProgramServicesAmt |
| Management And General | $1,905,784 | ManagementAndGeneralAmt |
| Fundraising | $556,235 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,399 | BOYAmt |
| EOY | $3,178,111 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,172 | BOYAmt |
| EOY | $153,146 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,928 | BOYAmt |
| EOY | $229,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,216 | BOYAmt |
| EOY | $385,443 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,350 | BOYAmt |
| EOY | $73,329 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,998 | BOYAmt |
| EOY | $379,066 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,188,308 | BOYAmt |
| EOY | $33,679,897 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,710 | BOYAmt |
| EOY | $561,197 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,910,081 | BOYAmt |
| EOY | $38,653,791 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,984 | BOYAmt |
| EOY | $1,643,893 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,698 | BOYAmt |
| EOY | $1,968,090 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,730 | BOYAmt |
| EOY | $801,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,102,412 | BOYAmt |
| EOY | $4,413,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,156,316 | BOYAmt |
| EOY | $10,444,219 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,651,353 | BOYAmt |
| EOY | $23,796,089 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,807,669 | BOYAmt |
| EOY | $34,240,308 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,910,081 | BOYAmt |
| EOY | $38,653,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,131,904 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,300,735 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,017,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,037,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,933,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $975,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $978,651 | CurrentTaxYearAmt |
| Total | $5,942,484 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $566,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,349,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,588,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,936,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,519,847 | CurrentTaxYearAmt |
| Total | $64,959,975 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $33,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,177 | CurrentTaxYearMinus1YearAmt |
| Total | $39,531 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,583,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,387,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,554,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,917,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,498,498 | CurrentTaxYearAmt |
| Total | $70,941,990 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,672 | CurrentTaxYearAmt |
| Total | $669,892 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,672 | CurrentTaxYearAmt |
| Total | $669,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,272,098 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $608,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $850,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $625,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $688,734 | CurrentTaxYearAmt |
| Total | $3,149,711 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $608,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $850,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $625,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $688,734 | CurrentTaxYearAmt |
| Total | $3,149,711 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $44,497 | CurrentTaxYearMinus3YearsAmt |
| Total | $44,497 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,960,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,040,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,405,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,543,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,187,232 | CurrentTaxYearAmt |
| Total | $74,136,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94920 | PublicSupportPY509Pct |
| Investment Income CY | 0.04250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,330,485 | BeginningYearBalanceAmt |
| Contributions | $198,719 | ContributionsAmt |
| Investment Earnings Or Losses | $2,438,165 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $574,362 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,393,007 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,950,773 | BeginningYearBalanceAmt |
| Contributions | $129,585 | ContributionsAmt |
| Investment Earnings Or Losses | $2,720,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $470,675 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,330,485 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,837,555 | BeginningYearBalanceAmt |
| Contributions | $228,911 | ContributionsAmt |
| Investment Earnings Or Losses | $1,468,366 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $584,059 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,950,773 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,932,759 | BeginningYearBalanceAmt |
| Contributions | $443,064 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,083,379 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $440,889 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,000 | OtherExpendituresAmt |
| End Year Balance | $16,837,555 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,941,615 | BeginningYearBalanceAmt |
| Contributions | $125,521 | ContributionsAmt |
| Investment Earnings Or Losses | $2,968,957 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $103,334 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,932,759 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47825 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52175 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROOM SECURITY DEPOSITS | Desc |
| Amt | $801,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $801,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO PROVIDE ROOM AND BOARD SCHOLARSHIPS TO RESIDENTS, AS WELL AS TO PROVIDE PROGRAMMING AND BUILDING IMPROVEMENTS TO MAKE THE RESIDENT'S STAY AS INTERESTING, COMFORTABLE AND PLEASANT AS POSSIBLE. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI) GENERATED BY ITS NON-MARKETABLE INVESTMENTS. MANAGEMENT BELIEVES TAX LIABILITIES RELATING TO UBTI ARE NOT MATERIAL AT JUNE 30, 2025 OR 2024. THE ORGANIZATION APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE THE ORGANIZATION'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. MANAGEMENT BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAXES HAS BEEN RECORDED AT JUNE 30, 2025 OR 2024. INTERNATIONAL HOUSE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE CALIFORNIA EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $82,920 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,365 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,555 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $37,172 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,398 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,059 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $82,920 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $73,365 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,555 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $37,172 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,398 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,059 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,629 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,074 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ROOM/BOARD SUPPORT | GrantTypeTxt |
| Recipient | 114 | RecipientCnt |
| Cash Grant | $831,096 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR STIPULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAUN CARVER | ||||||||||||||
| EXECUTIVE DIRECTOR | $352,692 | $0 | $123,000 | $0 | $0 | $0 | $39,956 | $0 | $39,846 | $0 | $555,494 | $0 | $0 | $0 |
| ERNEST COSTELLO | ||||||||||||||
| CFO/COO | $209,258 | $0 | $0 | $0 | $0 | $0 | $10,803 | $0 | $30,367 | $0 | $250,428 | $0 | $0 | $0 |
| ELIZABETH NAYELI VIVANCO | ||||||||||||||
| CHIEF STUDENT EXPERIENCE OFFICER | $203,327 | $0 | $0 | $0 | $0 | $0 | $20,850 | $0 | $23,370 | $0 | $247,547 | $0 | $0 | $0 |
| LUIS GUILLERMO ESCAMILLA ARROYO | ||||||||||||||
| VICE PRESIDENT - ADMIN. SERVICES | $194,385 | $0 | $0 | $0 | $0 | $0 | $14,848 | $0 | $9,326 | $0 | $218,559 | $0 | $0 | $0 |
| HENRY PARK | ||||||||||||||
| VICE PRESIDENT - HOSPITALITY SERVICE | $172,746 | $0 | $0 | $0 | $0 | $0 | $5,204 | $0 | $33,858 | $0 | $211,808 | $0 | $0 | $0 |
| MARK CASSETTARI | ||||||||||||||
| DIRECTOR PHYSICAL OPERATIONS | $154,260 | $0 | $0 | $0 | $0 | $0 | $16,020 | $0 | $27,462 | $0 | $197,742 | $0 | $0 | $0 |
| MARGARET M CRAWFORD-RYAN | ||||||||||||||
| DIRECTOR PHILANTHROPY | $138,265 | $0 | $0 | $0 | $0 | $0 | $13,868 | $0 | $38,262 | $0 | $190,395 | $0 | $0 | $0 |
| SAMANTHA DEPETRO-WYSUPH | ||||||||||||||
| SENIOR ALUMNI REL./PHIL. OFFICER | $149,279 | $0 | $0 | $0 | $0 | $0 | $14,048 | $0 | $8,559 | $0 | $171,886 | $0 | $0 | $0 |
| MARIE ABIGAIL SERBINS | ||||||||||||||
| EXECUTIVE CHEF & CULINARY DIRECTOR | $127,953 | $0 | $0 | $0 | $0 | $0 | $6,799 | $0 | $27,372 | $0 | $162,124 | $0 | $0 | $0 |
| MERCEDES NICOLE WEST | ||||||||||||||
| ACCOUNTING MANAGER | $117,290 | $0 | $500 | $0 | $0 | $0 | $10,714 | $0 | $32,796 | $0 | $161,300 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD. AFTER ALL CORRECTIONS/QUESTIONS ARE RESOLVED WITH THE BOARD, THE FORM 990 IS APPROVED BY THE BOARD AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WE ASK ALL OFFICERS AND BOARD MEMBERS TO COMPLETE THE CONFLICT OF INTEREST FORM EVERY YEAR, AND THEN FOLLOW UP ON ANY QUESTIONS/EXCEPTIONS. ALL COMPLETED POLICY QUESTIONNAIRES ARE REVIEWED BY THE NOMINATIONS COMMITTEE OF THE BOARD FOR THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST. ONCE THE SECRETARY OF THE CORPORATION HAS RECEIVED THE DOCUMENTS AND NOTES ANY COMMENT, THE BOARD TAKES ACTION ON ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT MAKE ANY CHANGES TO THE OVERSIGHT PROCESS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY INTERNATIONAL CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 PIEDMONT AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | DEVELOPMENT OF FINANCING PLAN FOR SECOND INTERNATIONAL HOUSE FACILITY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL HOUSE | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (1) | |||||
| INVESTMENTS | CA | INTERNATIONAL HOUSE | T | 1.00000 | 0 |
| POOLED INCOME FUND (1) | |||||
| INVESTMENTS | CA | INTERNATIONAL HOUSE | T | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments