Totals
- Total revenue
- $210,198,947
- Total expenses
- $210,306,991
- Contributions and grants received
- $20,376,472
- Grants paid
- $64,103,292
- Program service revenue
- $183,466,993
- Investment income
- $4,998,919
- Other revenue
- $1,356,563
- Total assets, end of year
- $455,580,567
- Total liabilities, end of year
- $148,560,444
- Net assets or fund balances, end of year
- $307,020,123
- Program services expenses (Part IX)
- $170,426,802
- Management and general expenses
- $36,107,249
- Fundraising expenses
- $3,772,940
- Program service expenses (Part III)
- $170,426,802
Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$554,646
-
1e · Government grants (contributions)
$17,538,085
-
1f · All other contributions, gifts and grants
$2,283,741
-
1g · Noncash contributions included above
$212,959
-
2a · Program service revenue: TUITION & FEES
total $171,986,149 · related or exempt $171,986,149
-
2b · Program service revenue: AUXILIARY ENTERPRISES
total $11,275,539 · related or exempt $11,275,539
-
2c · Program service revenue: SPONSORED PROGRAMS
total $108,087 · related or exempt $108,087
-
2d · Program service revenue: BOOKSTORE
total $63,241 · related or exempt $63,241
-
2e · Program service revenue: TICKET SALES & EVENTS
total $33,977 · related or exempt $33,977
-
3 · Investment income
total $5,771,141 · excluded $5,771,141
-
6a · Gross rents
real property $125,801
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $125,801
-
6d · Net rental income or loss
total $125,801 · excluded $125,801
-
7a · Gross sales of assets other than inventory
securities $62,645,273
-
7b · Less cost or other basis and sales expenses
securities $63,417,495
-
7c · Gain or loss
securities -$772,222
-
7d · Net gain or loss
total -$772,222 · excluded -$772,222
-
8a · Fundraising events: gross income
$228,542
-
8a · Fundraising events: contributions included on line 1c
$554,646
-
8b · Fundraising events: direct expenses
$622,338
-
8c · Net income from fundraising events
total -$393,796 · excluded -$393,796
-
11a · Other revenue: USE OF FACILITIES
total $240,428 · related or exempt $240,428
-
11b · Other revenue: STUDENT PROJECT SALES
total $66,336 · related or exempt $66,336
-
11c · Other revenue: STAFF PARKING FEES
total $15,575 · related or exempt $15,575
-
11d · All other revenue
total $1,302,219 · related or exempt $1,302,219
-
11e · Other revenue, total
$1,624,558
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $64,103,292 · program services $64,103,292
-
5 · Compensation of officers, directors and key employees
total $4,347,221 · program services $2,782,889 · management and general $1,012,019 · fundraising $552,313
-
6 · Compensation of disqualified persons
total $279,766 · program services $109,381 · management and general $170,385
-
7 · Other salaries and wages
total $65,271,749 · program services $52,685,557 · management and general $10,626,355 · fundraising $1,959,837
-
8 · Pension plan contributions
total $4,278,880 · program services $3,248,528 · management and general $889,577 · fundraising $140,775
-
9 · Other employee benefits
total $5,884,950 · program services $4,609,929 · management and general $1,074,643 · fundraising $200,378
-
10 · Payroll taxes
total $4,861,910 · program services $3,967,608 · management and general $741,935 · fundraising $152,367
-
11b · Fees: legal
total $141,715 · program services $10,516 · management and general $131,199
-
11c · Fees: accounting
total $219,863 · management and general $219,863
-
11f · Fees: investment management
total $273,447 · management and general $273,447
-
11g · Fees: other
total $18,052,568 · program services $12,753,115 · management and general $5,012,809 · fundraising $286,644
-
12 · Advertising and promotion
total $1,497,765 · program services $107,296 · management and general $1,335,045 · fundraising $55,424
-
13 · Office expenses
total $3,567,298 · program services $1,878,704 · management and general $1,579,115 · fundraising $109,479
-
14 · Information technology
total $4,358,025 · program services $1,337,611 · management and general $2,921,763 · fundraising $98,651
-
16 · Occupancy
total $5,918,494 · program services $3,213,608 · management and general $2,700,778 · fundraising $4,108
-
17 · Travel
total $1,446,584 · program services $1,228,713 · management and general $130,750 · fundraising $87,121
-
19 · Conferences, conventions and meetings
total $194,805 · program services $147,339 · management and general $41,926 · fundraising $5,540
-
20 · Interest
total $4,939,742 · program services $3,882,483 · management and general $1,057,259
-
22 · Depreciation, depletion and amortization
total $9,835,750 · program services $6,778,382 · management and general $3,057,368
-
23 · Insurance
total $2,917,505 · program services $1,291,997 · management and general $1,625,508
-
24a · Other expenses: SCHOLARSHIP ALLOCATIONS
total $3,212,005 · program services $3,212,005
-
24b · Other expenses: LEGAL SETTLEMENTS
total $1,253,395 · management and general $1,253,395
-
24c · Other expenses: MEMBERSHIP/SUBSCRIPTION
total $1,167,134 · program services $820,360 · management and general $300,821 · fundraising $45,953
-
24d · Other expenses: EQUIPMENT RENTAL & MAIN
total $721,202 · program services $245,055 · management and general $394,389 · fundraising $81,758
-
24e · All other expenses
total $1,561,926 · program services $2,012,434 · management and general -$443,100 · fundraising -$7,408
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $11,653 · end of year $15,204
-
2 · Savings and temporary cash investments
beginning of year $39,080,746 · end of year $43,609,418
-
3 · Pledges and grants receivable
beginning of year $2,247,674 · end of year $951,834
-
4 · Accounts receivable
beginning of year $5,296,826 · end of year $6,729,239
-
7 · Other notes and loans receivable
beginning of year $3,431,512 · end of year $3,150,036
-
8 · Inventories for sale or use
beginning of year $12,929 · end of year $21,119
-
9 · Prepaid expenses and deferred charges
beginning of year $2,615,792 · end of year $2,083,004
-
10a · Land, buildings and equipment: cost or other basis
$321,555,088
-
10b · Land, buildings and equipment: accumulated depreciation
$154,676,755
-
10c · Land, buildings and equipment, net
beginning of year $174,053,311 · end of year $166,878,333
-
11 · Investments: publicly traded securities
beginning of year $192,531,335 · end of year $200,668,965
-
12 · Investments: other securities
beginning of year $17,267,710 · end of year $17,853,368
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $4,372,007
-
15 · Other assets
beginning of year $14,207,422 · end of year $9,248,040
-
17 · Accounts payable and accrued expenses
beginning of year $29,886,350 · end of year $23,225,007
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $7,462,353 · end of year $8,207,833
-
20 · Tax-exempt bond liabilities
beginning of year $114,982,179 · end of year $109,866,219
-
23 · Secured mortgages and notes payable
beginning of year $779,444 · end of year $4,241,496
-
25 · Other liabilities
beginning of year $3,395,742 · end of year $3,019,889
-
27 · Net assets without donor restrictions
beginning of year $178,246,213 · end of year $187,401,533
-
28 · Net assets with donor restrictions
beginning of year $116,004,629 · end of year $119,618,590
Mission and programs · 2022
Mission
THE UNIVERSITY OF LA VERNE OFFERS A DISTINCTIVE AND RELEVANT EDUCATIONAL EXPERIENCE TO A DIVERSE POPULATION OF TRADITIONAL-AGE, ADULT, AND GRADUATE LEARNERS, PREPARING THEM FOR SUCCESSFUL CAREERS AND A COMMITMENT TO LIFE-LONG LEARNING ACROSS THE LIBERAL ARTS AND PROFESSIONAL PROGRAMS.
Activities or mission (Part I)
TO PROVIDE OPPORTUNITIES FOR STUDENTS TO ACHIEVE EDUCATIONAL GOALS AND BECOMING CONTRIBUTING CITIZENS TO THE GLOBAL COMMUNITY.
-
SEE SCHEDULE OUNIVERSITY OF LA VERNE OFFERS HIGH QUALITY DEGREE PROGRAMS TO BOTH TRADITIONAL-AGE AND ADULT LEARNERS: PROVIDING LIBERAL ARTS AND PROFESSIONAL PROGRAMS FORM UNDERGRADUATE TO DOCTORAL LEVELS, AND DELIVERING PROGRAMS TO STUDENTS AT THE CENTRAL LA VERNE CAMPUS AS WELL AS REGIONAL CAMPUSES AND SATELLITE CLASS LOCATIONS THROUGHOUT CALIFORNIA. THE UNIVERSITY PROVIDES A STUDENT-CENTERED, VALUES-BASED, AND DIVERSE LEARNING ENVIRONMENT. IT TAKES PRIDE IN OFFERING SMALL CLASS SIZES IN A HIGHLY PERSONALIZED SETTING. THE UNIVERSITY ENCOURAGES EFFECTIVE TEACHING, RESEARCH, SCHOLARLY CONTRIBUTIONS, AND SERVICE TO THE GREATER COMMUNITY BY SHARING ITS ACADEMIC, PROFESSIONAL, AND INDIVIDUAL RESOURCES. UNIVERSITY OF LA VERNE PROVIDES EDUCATIONAL SERVICES TO 6,422 UNDERGRADUATE, GRADUATE, LAW, AND DOCTORAL STUDENTS.
Expenses $170,426,802 · Grants $64,103,292 · Revenue $185,091,551
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Devorah A LiebermanDEVORAH A LIEBERMAN
PRESIDENT
- Total calculated
- $650,879
- From this org
- $593,292
- From related orgs
- $0
- Other
- $57,587
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $526,821
- Bonus
- $0
- Other
- $66,471
- Deferred
- $29,650
- Nontaxable benefits
- $27,937
- Filer's total
- $650,879
-
Mark HicksMARK HICKS
TRUSTEE/ADJUNCT FACULTY
- Total calculated
- $65,534
- From this org
- $64,368
- From related orgs
- $0
- Other
- $1,166
- Hours/week
- 24
-
Anthony RevierANTHONY REVIER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Valerie C RomeroVALERIE C ROMERO
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Susan M SearingSUSAN M SEARING
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Luis FauraLUIS FAURA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven N ReendersSTEVEN N REENDERS
TRUSTEE (THRU 06/22)
- Total calculated
- $0
- Hours/week
- 1
-
Michael A AbrahamMICHAEL A ABRAHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim J Burchiel MDKIM J BURCHIEL MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim BowenKIM BOWEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ann Quay DavisANN QUAY DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert DyerROBERT DYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter EckelPETER ECKEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph V FenglerJOSEPH V FENGLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Lau EsqWENDY LAU ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alex Lester EsqALEX LESTER ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth D LittleKENNETH D LITTLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Ann MellebyMARY ANN MELLEBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul MoseleyPAUL MOSELEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike BrownMIKE BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Clifford DanielsCLIFFORD DANIELS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank LizarragaFRANK LIZARRAGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Emmett L TerrellEMMETT L TERRELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Reggie WebbREGGIE WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David LizarragaDAVID LIZARRAGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Zoila EscobarZOILA ESCOBAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Martha DanielMARTHA DANIEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John RaffoulJOHN RAFFOUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Owen Ray SkeltonOWEN RAY SKELTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lupe De La CruzLUPE DE LA CRUZ
TRUSTEE (AS OF 07/22)
- Total calculated
- $0
- Hours/week
- 1
-
Peter HidalgoPETER HIDALGO
TRUSTEE (AS OF 07/22)
- Total calculated
- $0
- Hours/week
- 1
-
Chris PierceCHRIS PIERCE
TRUSTEE (AS OF 07/22)
- Total calculated
- $0
- Hours/week
- 1
-
Avedis KechichianAVEDIS KECHICHIAN
CHIEF FINANCIAL OFFICER
- Total calculated
- $438,672
- From this org
- $343,258
- From related orgs
- $0
- Other
- $95,414
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $320,029
- Bonus
- $0
- Other
- $23,229
- Deferred
- $26,826
- Nontaxable benefits
- $68,588
- Filer's total
- $438,672
-
Kerop JanoyanKEROP JANOYAN
PROVOST
- Total calculated
- $315,841
- From this org
- $265,444
- From related orgs
- $0
- Other
- $50,397
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $265,444
- Bonus
- $0
- Other
- $0
- Deferred
- $27,240
- Nontaxable benefits
- $23,157
- Filer's total
- $315,841
-
Doajo HicksDOAJO HICKS
GENERAL COUNSEL (THRU 09/22)
- Total calculated
- $306,238
- From this org
- $256,076
- From related orgs
- $0
- Other
- $50,162
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $256,076
- Bonus
- $0
- Other
- $0
- Deferred
- $20,442
- Nontaxable benefits
- $29,720
- Filer's total
- $306,238
-
Sherri MylottSHERRI MYLOTT
VP, UNIVERSITY ADVANCEMENT
- Total calculated
- $304,211
- From this org
- $259,223
- From related orgs
- $0
- Other
- $44,988
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $259,223
- Bonus
- $0
- Other
- $0
- Deferred
- $24,303
- Nontaxable benefits
- $20,685
- Filer's total
- $304,211
-
Kevin MarshallKEVIN MARSHALL
DEAN, COLLEGE OF LAW
- Total calculated
- $255,037
- From this org
- $206,421
- From related orgs
- $0
- Other
- $48,616
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,421
- Bonus
- $0
- Other
- $0
- Deferred
- $20,930
- Nontaxable benefits
- $27,686
- Filer's total
- $255,037
-
Mary Aguayo Thru 0523MARY AGUAYO THRU 0523
VP, STRATEGIC ENROLLMENT MGMT
- Total calculated
- $242,204
- From this org
- $194,686
- From related orgs
- $0
- Other
- $47,518
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,686
- Bonus
- $0
- Other
- $0
- Deferred
- $20,804
- Nontaxable benefits
- $26,714
- Filer's total
- $242,204
-
Shannon MathewsSHANNON MATHEWS
DEAN, COLLEGE OF ARTS AND SCIENCES
- Total calculated
- $235,795
- From this org
- $177,433
- From related orgs
- $0
- Other
- $58,362
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,433
- Bonus
- $0
- Other
- $0
- Deferred
- $18,737
- Nontaxable benefits
- $39,625
- Filer's total
- $235,795
-
Todd BrittonTODD BRITTON
CHIEF INFO. OFFICER, AVP
- Total calculated
- $232,857
- From this org
- $196,865
- From related orgs
- $0
- Other
- $35,992
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,865
- Bonus
- $0
- Other
- $0
- Deferred
- $18,034
- Nontaxable benefits
- $17,958
- Filer's total
- $232,857
-
Emmeline De PillisEMMELINE DE PILLIS
DEAN, COLLEGE OF BUSINESS
- Total calculated
- $231,878
- From this org
- $207,691
- From related orgs
- $0
- Other
- $24,187
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,691
- Bonus
- $0
- Other
- $0
- Deferred
- $20,486
- Nontaxable benefits
- $3,701
- Filer's total
- $231,878
-
Brian ClocksinBRIAN CLOCKSIN
INTERIM PROVOST (THRU 03/23)
- Total calculated
- $227,509
- From this org
- $185,891
- From related orgs
- $0
- Other
- $41,618
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,452
- Bonus
- $0
- Other
- $439
- Deferred
- $17,516
- Nontaxable benefits
- $24,102
- Filer's total
- $227,509
-
MD HaqueMD HAQUE
INTERIM DEAN OF COLLEGE OF EDUCATION
- Total calculated
- $213,678
- From this org
- $180,121
- From related orgs
- $0
- Other
- $33,557
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,121
- Bonus
- $0
- Other
- $0
- Deferred
- $10,268
- Nontaxable benefits
- $23,289
- Filer's total
- $213,678
-
Juan RegaladoJUAN REGALADO
DEAN OF STUDENTS
- Total calculated
- $177,714
- From this org
- $162,534
- From related orgs
- $0
- Other
- $15,180
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,534
- Bonus
- $0
- Other
- $0
- Deferred
- $15,078
- Nontaxable benefits
- $102
- Filer's total
- $177,714
-
Ibrahim HelouIBRAHIM HELOU
PROFESSOR OF FINANCE
- Total calculated
- $267,703
- From this org
- $221,947
- From related orgs
- $0
- Other
- $45,756
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,947
- Bonus
- $0
- Other
- $0
- Deferred
- $20,367
- Nontaxable benefits
- $25,389
- Filer's total
- $267,703
-
Lori GordienLORI GORDIEN
ASSOC VP OF FINANCE
- Total calculated
- $240,182
- From this org
- $192,498
- From related orgs
- $0
- Other
- $47,684
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,462
- Bonus
- $0
- Other
- $2,036
- Deferred
- $19,666
- Nontaxable benefits
- $28,018
- Filer's total
- $240,182
-
Keeok ParkKEEOK PARK
ASSOC DEAN COLLEGE OF BUSINESS
- Total calculated
- $231,002
- From this org
- $190,939
- From related orgs
- $0
- Other
- $40,063
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,939
- Bonus
- $0
- Other
- $0
- Deferred
- $16,964
- Nontaxable benefits
- $23,099
- Filer's total
- $231,002
-
Placido GomezPLACIDO GOMEZ
PROFESSOR OF LAW
- Total calculated
- $225,484
- From this org
- $180,919
- From related orgs
- $0
- Other
- $44,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,919
- Bonus
- $0
- Other
- $0
- Deferred
- $17,046
- Nontaxable benefits
- $27,519
- Filer's total
- $225,484
-
Issam GhazawiISSAM GHAZAWI
ASSOC PROFESSOR OF MGMT
- Total calculated
- $217,009
- From this org
- $187,101
- From related orgs
- $0
- Other
- $29,908
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,923
- Bonus
- $0
- Other
- $2,178
- Deferred
- $12,433
- Nontaxable benefits
- $17,475
- Filer's total
- $217,009
-
Jonathan ReedJONATHAN REED
PROVOST (THRU 06/21)
- Total calculated
- $245,958
- From this org
- $224,964
- From related orgs
- $0
- Other
- $20,994
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,964
- Bonus
- $0
- Other
- $0
- Deferred
- $20,892
- Nontaxable benefits
- $102
- Filer's total
- $245,958
-
Rodney LevequeRODNEY LEVEQUE
AS. VP FOR STGIC. COM. (THRU 01/23)
- Total calculated
- $160,194
- From this org
- $146,268
- From related orgs
- $0
- Other
- $13,926
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,268
- Bonus
- $0
- Other
- $0
- Deferred
- $13,824
- Nontaxable benefits
- $102
- Filer's total
- $160,194
-
Kimberly White-SmithKIMBERLY WHITE-SMITH
DEAN, COLLEGE OF EDU. (THRU 06/22)
- Total calculated
- $157,685
- From this org
- $130,957
- From related orgs
- $0
- Other
- $26,728
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,957
- Bonus
- $0
- Other
- $0
- Deferred
- $11,461
- Nontaxable benefits
- $15,267
- Filer's total
- $157,685
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE AND PERSONAL SERVICES THE UNIVERSITY PROVIDES THE PRESIDENT WITH OFF-CAMPUS HOUSING. PERSONAL USE OF THE HOUSE, INCLUDING RENTAL VALUE, HOUSEKEEPING, UTILITIES IS CALCULATED AND REFLECTED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). SOCIAL CLUB DUES WERE PAID ON BEHALF OF AN INDIVIDUAL LISTED IN SCHEDULE J, PART II. THE SOCIAL CLUB WAS USED FOR BUSINESS PURPOSES AND AMOUNTS WERE TREATED AS NONTAXABLE.
- PART I, LINE 4B
- THE PRESIDENT AND CFO EACH PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT. IN ORDER TO RECEIVE AMOUNTS DEFERRED UNDER THE ARRANGEMENT, THE INDIVIDUAL MUST BE EMPLOYED ON THE VESTING DATE. AMOUNTS ACCRUED FOR CALENDAR YEAR 2022 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. NO AMOUNTS WERE PAID OUT UNDER THE AGREEMENTS IN CALENDAR YEAR 2022.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER UNITRUSTS (10)
T · FUNDRAISING · CA
-
CHARITABLE REMAINDER ANNUITY TRUST (1)
T · FUNDRAISING · CA
-
NET INCOME WITH MAKE-UP CRUT (4)
T · FUNDRAISING · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421359349304442
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