Civic Intelligence

The Legacy Funds of Holy Names

990 • Fiscal year 2019 • EIN 94-1358307

Jul 01, 2018 to Jun 30, 2019 • Filed on May 11, 2020

3500 Mountain BoulevardOakland, CA 94619

(510) 436-1252

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.33x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.53x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

9th percentile

-21%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$261,431

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

15th percentile

-3.4%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

1.9%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Flat

$68,221,801

Flat from 2019

Net Assets

Flat

$45,885,708

Flat from 2019

Liabilities

Flat

$22,336,093

Flat from 2019

Revenue

Flat

$41,957,496

Flat from 2019

Expenses

Flat

$50,940,153

Flat from 2019

Net Income

Flat

-$8,982,657

Flat from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $29,391,203Liabilities 2010: $9,485,011Net Assets 2010: $19,906,1922010Assets 2011: $31,126,901Liabilities 2011: $9,553,541Net Assets 2011: $21,573,3602011Assets 2012: $30,178,880Liabilities 2012: $8,254,971Net Assets 2012: $21,923,9092012Assets 2013: $35,186,537Liabilities 2013: $9,697,717Net Assets 2013: $25,488,8202013Assets 2014: $36,761,262Liabilities 2014: $9,350,358Net Assets 2014: $27,410,9042014Assets 2015: $34,360,470Liabilities 2015: $9,154,351Net Assets 2015: $25,206,1192015Assets 2016: $59,437,721Liabilities 2016: $8,869,614Net Assets 2016: $50,568,1072016Assets 2017: $67,846,031Liabilities 2017: $14,636,831Net Assets 2017: $53,209,2002017Assets 2018: $70,601,687Liabilities 2018: $18,623,922Net Assets 2018: $51,977,7652018Assets 2019: $68,221,801Liabilities 2019: $22,336,093Net Assets 2019: $45,885,7082019Assets 2019: $68,221,801Liabilities 2019: $22,336,093Net Assets 2019: $45,885,7082019Assets 2020: $89,669,403Liabilities 2020: $51,727,656Net Assets 2020: $37,941,7472020Assets 2021: $93,790,592Liabilities 2021: $48,819,254Net Assets 2021: $44,971,3382021Assets 2022: $77,770,166Liabilities 2022: $49,461,473Net Assets 2022: $28,308,6932022Assets 2023: $69,754,154Liabilities 2023: $3,939,474Net Assets 2023: $65,814,6802023Assets 2024: $68,805,953Liabilities 2024: $692,167Net Assets 2024: $68,113,7862024

Highlighted filing

2019

Assets$68,221,801
Liabilities$22,336,093
Net Assets$45,885,708

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $27,884,5312010Expenses 2011: $31,141,6552011Expenses 2012: $34,983,5442012Expenses 2013: $39,952,8702013Revenue 2014: $41,977,012Expenses 2014: $42,174,874Net Income 2014: -$197,8622014Revenue 2015: $38,972,986Expenses 2015: $41,538,500Net Income 2015: -$2,565,5142015Revenue 2016: $67,034,549Expenses 2016: $40,739,395Net Income 2016: $26,295,1542016Revenue 2017: $39,386,287Expenses 2017: $40,597,160Net Income 2017: -$1,210,8732017Revenue 2018: $41,183,278Expenses 2018: $45,090,497Net Income 2018: -$3,907,2192018Revenue 2019: $41,957,496Expenses 2019: $50,940,153Net Income 2019: -$8,982,6572019Revenue 2019: $41,957,496Expenses 2019: $50,940,153Net Income 2019: -$8,982,6572019Revenue 2020: $48,221,307Expenses 2020: $57,360,664Net Income 2020: -$9,139,3572020Revenue 2021: $49,885,644Expenses 2021: $57,259,503Net Income 2021: -$7,373,8592021Revenue 2022: $45,475,653Expenses 2022: $58,228,641Net Income 2022: -$12,752,9882022Revenue 2023: $94,795,030Expenses 2023: $58,740,783Net Income 2023: $36,054,2472023Revenue 2024: $6,399,597Expenses 2024: $6,923,651Net Income 2024: -$524,0542024

Highlighted filing

2019

Revenue$41,957,496
Expenses$50,940,153
Net Income-$8,982,657
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 11, 2020
Return Version
2018v3.1
Gross Receipts
$41,973,741
Mission and Program Overview

Mission

Holy names university, an academic community committed to the full development of each student, offers a liberal education rooted in the catholic tradition, empowering a diverse student body for leadership and service in a diverse world.

Providing a catholic liberal education empowering our students for leadership and service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,759,037$51,487,551▲ $1,728,514
Land, Buildings, and Equipment, Net$11,680,115$10,990,245▼ $689,870
Savings and Temporary Cash Investments$1,875,623$2,918,840▲ $1,043,217
Cash and Non-Interest-Bearing Accounts$4,320,832$1,263,547▼ $3,057,285
Accounts Receivable$1,043,929$612,736▼ $431,193
Pledges and Grants Receivable$866,334$384,210▼ $482,124
Prepaid Expenses and Deferred Charges$735,076$346,231▼ $388,845
Intangible Assets$197,176$122,284▼ $74,892
Other Notes and Loans Receivable, Net$123,565$96,157▼ $27,408
Total Assets$70,601,687$68,221,801▼ $2,379,886
Liabilities
Unsecured Notes Loans Payable$14,297,978$17,882,893▲ $3,584,915
Accounts Payable and Accrued Expenses$1,548,149$2,237,747▲ $689,598
Deferred Revenue$2,045,294$1,495,855▼ $549,439
Other Liabilities$732,501$719,598▼ $12,903
Total Liabilities$18,623,922$22,336,093▲ $3,712,171
Net Assets / Fund Balance
Permanently Rstr Net Assets$45,236,724$45,448,232▲ $211,508
Temporarily Rstr Net Assets$9,348,988$11,313,489▲ $1,964,501
Unrestricted Net Assets$-2,607,947$-10,876,013▼ $8,268,066
Total Net Assets Fund Balance$51,977,765$45,885,708▼ $6,092,057
Total Liabilities and Net Assets / Fund Balance$70,601,687$68,221,801▼ $2,379,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,487,573$28,429,120$29,916,693
Equipment$6,091,291$7,533,511$13,624,802
Land$2,638,075-$2,638,075
Other Land Buildings$773,306-$773,306

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$51,917,360$211,508▲ $3,744,317$1,702,220$54,170,965
2017$50,945,666$-704,088▲ $3,279,782$1,604,000$51,917,360
2016$47,673,827$293,320▲ $4,582,914$1,604,395$50,945,666
2015$15,117,070$33,334,757▼ $178,000$114,400$47,673,827
2014$14,887,244$204,184▲ $545,642$105,200$15,117,070
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael GroenerPresidentFT$198,396$63,035$261,431
Alan LiebrechtVP Enrollment ManagementFT$158,127$51,214$209,341
Michael MillerVP Student Affairs (thru 8/3/18)FT$107,817$88,148$195,965
Robert KinnardVP Finance & AdministrationFT$157,601$18,356$175,957
Luis GuerraVP Facilities and EventsFT$150,779$14,586$165,365
James BarajasControllerFT$140,308$13,535$153,843
Debbie SnellAthletic DirectorFT$126,550$13,382$139,932
Edith Jenkins-weinrubDean, School of NursingFT$131,219$6,906$138,125
Carol Sellman SnjmSecretary & VP Mission IntegrationFT-$114,009$114,009

Highest Paid Contractors

ContractorServicesLocationCompensation
Epicurean GroupCampus Food Services111 MAIN ST SUITE 3, Los Altos, CA 94022$1,554,732
Building Services Maintenance INCMaintenance & Janitorial Services2575 STANWELL DR 2ND FLOOR, Concord, CA 94520$888,065
Triumph Protection Group INCCampus Security Services853 COTTING COURT STE D, Vacaville, CA 95688$465,569
Quantum GroupDigital Marketing & Direct Mail Services6511 OAKTOWN STREET, Morton Grove, IL 60053$456,186
Prager & Co LLCConsulting ServicesONE MARITIME PLAZA SUITE 1000, San Francisco, CA 94111$419,090
Revenue and Support

Revenue Composition

Contributions and Grants
$2,032,501
Program Service Revenue
$39,053,861
Investment Income
$871,134
Other Revenue
$0
All Other Contributions
$1,982,501
Change in Net Assets
$-8,982,657

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,957,496
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-13,059,692
Total Revenue per Audited Statements
$28,897,804
Total Revenue per Form 990
$41,957,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,841,267
Grants and Similar Amounts Paid$16,447,049
Other Expenses$14,651,837
Total Fundraising Expense$772,211
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,447,049--$16,447,049
Other Salaries and Wages$12,702,990$1,531,973$365,528$14,600,491
Occupancy$1,482,044$487,990-$1,970,034
Current Officers, Directors, Trustees, and Key Employees$959,739$812,093$128,508$1,900,340
Advertising$8,647$1,679,115$6,027$1,693,789
Other Employee Benefits$1,442,633$173,980$41,512$1,658,125
Depreciation Depletion$1,260,661$133,567-$1,394,228
Payroll Taxes$1,049,353$180,034$37,944$1,267,331
Fees for Services Other$613,865$475,830$136,320$1,226,015
Interest$773,836$81,988-$855,824
Information Technology$196,298$564,733$1,581$762,612
Travel$554,534$53,013$7,897$615,444
Pension Plan Contributions$361,049$43,542$10,389$414,980
All Other Expenses-$365,191$21,900$387,091
Office Expenses$249,826$47,150-$296,976
Other Expenses$219,492$53,039$10,939$283,470
Payments to Affiliates$197,848$81,352-$279,200
Insurance$44,985$133,422-$178,407
Conferences and Meetings$137,054$14,833$1,974$153,861
Fees for Services Accounting-$139,190-$139,190
Fees for Services Legal-$47,607$1,692$49,299
Fees for Services Management-$24,884-$24,884
Total Functional Expenses$42,647,816$7,520,126$772,211$50,940,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$50,940,153
Expenses per Audited Statements$34,989,861
Total Expenses per Audited Statements$34,989,861
Expenses Not Reported on Financial Statements$15,950,292
Other Expense Adjustments$15,950,292
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligations$353,192
Asset Retirement Obligation$291,799
U.s. Government Grants Refundable$74,607
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of holy names university are appointed by the province leader of the sisters of the holy names of jesus and mary u.s.-ontario province.

Form 990, Part VI, Section A, Line 7A

The members of holy names university, appointed by the province leader of the sisters of the holy names of jesus and mary u.s.-ontario province, have the authority to elect the members of the university's board of trustees, to remove members from board, and to fill vacancies on the board.

Form 990, Part VI, Section A, Line 7B

The annual budget and appointment of the president are subject to approval by the members of hnu.

Form 990, Part VI, Section B, Line 11B

The form 990 was reviewed by senior staff prior to filing, and was provided to the audit committee and to the governing body before filing without schedule b information.

Form 990, Part VI, Section B, Line 12C

Annual disclosures are required of board members. Should a potential conflict be indicated, the policy provides for a review of the proposed transactions by the board to confirm that it is in the best interests of the organzation.

Form 990, Part VI, Section B, Line 15

Compensation review & approval process for officers & key employees: 1. Surveys from area higher education institutions regarding salary and benefits for all employees, including officers & key employees, are gathered and reviewed 2. National surveys for compensations for higher education instructions for all employees, including officers & key employees are gather and reviewed 3. Comparability factors include size of the institutional budget, complexity of the institution, cost of living in the institution's geographic location, position requirements, and length of tenure (if available) 4. The data is made available to the executive committee of the board along with a recommendation for compensation

Form 990, Part VI, Section C, Line 19

The organization's form 990 is available on public websites and is available to the public from holy names university upon request. Its conflict of interest policy is contained in the university handbook and is also available upon request. These documents are available for the same period of time set forth in sec. 6104(d).

FORM 990, PART VII, SECTION A:

The reportable compensation for carol sellman was paid to sisters of the holy names of jesus and mary.

Filing and Contact Details

Filer

Filer Name
Holy Names University
EIN
94-1358307
Phone
5104361252
Address
3500 MOUNTAIN BOULEVARD, OAKLAND, CA 94619

Signing Officer

Name
Rob Kinnard
Title
VP Finance & Administration
Phone
5104361252
Signed
2020-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Groener
Formed
1880
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
644
Volunteers
129

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment of the university comprises approximately eighty individual funds. Most of these funds were established to provide a permanent source of funding for scholarships. The endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. As required by u.s. Generally accepted accounting principles (gaap), net assets associated with endowment funds, including funds designated by the board of trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.

PART X, LINE 2:

The university is exempt from federal and state tax on related sources of income under the internal revenue code section 501(c)(3) and section 23701d of the california revenue and taxation code. In addition, the university may be subject to tax on unrelated business income, if any, generated by its investments. The university follows the guidance of the financial accounting standards board (fasb) asc topic 740 for accounting for uncertainty in income taxes. As of june 30, 2019, management evaluated the university's tax positions and concluded that the university had maintained its tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid assistance reclassified to expenses -15,950,292.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid assistance reclassified to expenses 15,950,292.

Raw XML AppendixShowing 400 of 830 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE UNIVERSITY PROVIDED UNDERGRADUATE AND GRADUATE INSTRUCTION FOR 957 FULL-TIME AND PART-TIME STUDENTS.FEMALE STUDENTS COMPRISED 68% OF THE STUDENT BODY. ADDITIONALLY, 69% OF STUDENTS WERE HISPANICS OF ANY RACE, NATIVE AMERICAN, ASIAN, AFRICAN AMERICAN, OR NATIVE HAWAIIAN.UNIVERSITY STUDENTS PURSUED THE FOLLOWING COURSES OF STUDY: TRADITIONAL UNDERGRADUATE (63%), MASTERS-DEGREE PROGRAMS (31%), ADULT-UNDERGRADUATE PROGRAM (3%), AND CREDENTIAL/CERTIFICATE PROGRAMS (4%). [CONTINUED ON SCHEDULE O]TYPICAL TUITION AND FEES WERE $38,296 FOR UNDERGRADUATES AND $27,597 FOR GRADUATE STUDENTS.THE UNIVERSITY AWARDED 108 BACHELOR DEGREES, 100 MASTER DEGREES, AND 23 CERTIFICATES AND CREDENTIALS.THE UNIVERSITY EMPLOYED 45 FULL-TIME FACULTY AND 111 PART-TIME FACULTY.
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt047607
IRS990/FeesForServicesLegalGrp/TotalAmt049299
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt024884
IRS990/FeesForServicesManagementGrp/TotalAmt024884
IRS990/FeesForServicesOtherGrp/FundraisingAmt0136320
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0475830
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0613865
IRS990/FeesForServicesOtherGrp/TotalAmt01226015
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1138035
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1218356
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt135434
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1414586
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1531214
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165734
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt176906
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1813382
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1913535
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN BORG
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA A BRAY SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm2CYNTHIA CANNING SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm3RACHEL O'DWYER FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm4ALAN HYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY PAT LEROY SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm6ELIZABETH LIEBERT SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm7MARTHA ROLLEY SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHLEEN ROSS SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm9NICKI JEAN THOMAS SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm10SORAYA M WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL GROENER
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT KINNARD
IRS990/Form990PartVIISectionAGrp/PersonNm13CAROL SELLMAN SNJM
IRS990/Form990PartVIISectionAGrp/PersonNm14LUIS GUERRA
IRS990/Form990PartVIISectionAGrp/PersonNm15ALAN LIEBRECHT
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17EDITH JENKINS-WEINRUB
IRS990/Form990PartVIISectionAGrp/PersonNm18DEBBIE SNELL
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES BARAJAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12157601
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14150779
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15178127
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16190231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17131219
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18126550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19140308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13108575
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP FINANCE & ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY & VP MISSION INTEGRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FACILITIES AND EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP ENROLLMENT MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP STUDENT AFFAIRS (THRU 8/3/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DEAN, SCHOOL OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt18ATHLETIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01880
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-357
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0496757
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016447049
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016447049
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015888
IRS990/GrossReceiptsAmt041973741
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01581
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0564733
IRS990/InformationTechnologyGrp/ProgramServicesAmt0196298
IRS990/InformationTechnologyGrp/TotalAmt0762612
IRS990/InsuranceGrp/ManagementAndGeneralAmt0133422
IRS990/InsuranceGrp/ProgramServicesAmt044985
IRS990/InsuranceGrp/TotalAmt0178407
IRS990/IntangibleAssetsGrp/BOYAmt0197176
IRS990/IntangibleAssetsGrp/EOYAmt0122284
IRS990/InterestGrp/ManagementAndGeneralAmt081988
IRS990/InterestGrp/ProgramServicesAmt0773836
IRS990/InterestGrp/TotalAmt0855824
IRS990/InvestmentIncomeGrp/ExclusionAmt0871491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0871491
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt049759037
IRS990/InvestmentsPubTradedSecGrp/EOYAmt051487551
IRS990/IRPDocumentCnt084
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt035962631
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011680115
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010990245
IRS990/LandBldgEquipCostOrOtherBssAmt046952876
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016245
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HOLY NAMES UNIVERSITY, FOUNDED BY THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY, IS ROOTED IN CATHOLIC INTELLECTUAL AND SPIRITUAL TRADITIONS. A RIGOROUS AND INCLUSIVE INTELLECTUAL COMMUNITY, HNU IS COMMITTED TO CONTINUOUS IMPROVEMENT AND PROVIDES PROFESSIONAL AND LIBERAL UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS. THE UNIVERSITY EMPOWERS A DIVERSE STUDENT BODY TO THINK CRITICALLY AND IMAGINATIVELY, TO UNDERSTAND AND EMPLOY THE VARIOUS MODES OF KNOWLEDGE, TO COMMUNICATE CLEARLY AND PERSUASIVELY, TO PURSUE LEADERSHIP OPPORTUNITIES, AND TO PROMOTE THE COMMON GOOD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051977765
IRS990/NetAssetsOrFundBalancesEOYAmt045885708
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-357
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-357
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02890600
IRS990/NoncashContributionsAmt021324
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0487990
IRS990/OccupancyGrp/ProgramServicesAmt01482044
IRS990/OccupancyGrp/TotalAmt01970034
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt047150
IRS990/OfficeExpensesGrp/ProgramServicesAmt0249826
IRS990/OfficeExpensesGrp/TotalAmt0296976
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt041512
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0173980
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01442633
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01658125
IRS990/OtherExpensesGrp/Desc0AUXILIARY ENTERPRISES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2FOOD AND BEVERAGES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0395600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt153039
IRS990/OtherExpensesGrp/ProgramServicesAmt03945913
IRS990/OtherExpensesGrp/ProgramServicesAmt1219492
IRS990/OtherExpensesGrp/TotalAmt03945913
IRS990/OtherExpensesGrp/TotalAmt1395600
IRS990/OtherExpensesGrp/TotalAmt2283470
IRS990/OtherLiabilitiesGrp/BOYAmt0732501
IRS990/OtherLiabilitiesGrp/EOYAmt0719598
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0365528
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01531973
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012702990
IRS990/OtherSalariesAndWagesGrp/TotalAmt014600491
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0123565
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt096157
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt081352
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0197848
IRS990/PaymentsToAffiliatesGrp/TotalAmt0279200
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt037944
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0180034
IRS990/PayrollTaxesGrp/ProgramServicesAmt01049353
IRS990/PayrollTaxesGrp/TotalAmt01267331
IRS990/PensionPlanContributionsGrp/FundraisingAmt010389
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt043542
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0361049
IRS990/PensionPlanContributionsGrp/TotalAmt0414980
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt045236724
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt045448232
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0866334
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0384210
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0735076
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0346231

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$0.69$68.1$6.40$6.92$0.52
2023Summary only. Only limited summary data is available for this year.$69.8$3.94$65.8$94.8$58.7$36.1
2022Summary only. Only limited summary data is available for this year.$77.8$49.5$28.3$45.5$58.2$12.8
2021Summary only. Only limited summary data is available for this year.$93.8$48.8$45.0$49.9$57.3$7.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.7$51.7$37.9$48.2$57.4$9.14
2019Detailed filing. Detailed filing data is available for this year.$68.2$22.3$45.9$42.0$50.9$8.98
2019Summary only. Only limited summary data is available for this year.$68.2$22.3$45.9$42.0$50.9$8.98
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.6$18.6$52.0$41.2$45.1$3.91
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.8$14.6$53.2$39.4$40.6$1.21
2016Detailed filing. Detailed filing data is available for this year.$59.4$8.87$50.6$67.0$40.7$26.3
2015Detailed filing. Detailed filing data is available for this year.$34.4$9.15$25.2$39.0$41.5$2.57
2014Detailed filing. Detailed filing data is available for this year.$36.8$9.35$27.4$42.0$42.2$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.2$9.70$25.5$40.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$8.25$21.9$35.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$9.55$21.6$31.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$9.49$19.9$27.9