Holy Names University
- Assets
- $93.8m
- Revenue
- $49.9m
- Investments
- $3.9m
- Employees
- 703
- Location
- Oakland, CA
- Founding
- 01/1973
- Data as of
- 06/2021
- EIN
- 94-1358307
Organization Overview
Holy Names University is located in Oakland, CA. The organization was established in 1973. According to its NTEE Classification (B43) the organization is classified as: Universities, under the broad grouping of Education and related organizations. As of 06/2021, Holy Names University employed 703 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Holy Names University is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Holy Names University generated $49.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.8%) each year. All expenses for the organization totaled $57.3m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDING A CATHOLIC LIBERAL EDUCATION EMPOWERING OUR STUDENTS FOR LEADERSHIP AND SERVICE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE UNIVERSITY PROVIDED UNDERGRADUATE AND GRADUATE INSTRUCTION FOR 1,007 FULL-TIME AND PART-TIME STUDENTS.FEMALE STUDENTS COMPRISED 71% OF THE STUDENT BODY. ADDITIONALLY, 68% 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 (74%), MASTER'S DEGREE PROGRAMS (19%), ADULT-UNDERGRADUATE PROGRAM (2%), AND CREDENTIAL/CERTIFICATE PROGRAMS (5.2%). [CONTINUED ON SCHEDULE O]TYPICAL TUITION AND FEES WERE $40,368 FOR UNDERGRADUATES AND $27,081 FOR GRADUATE STUDENTS.THE UNIVERSITY AWARDED 129 BACHELOR'S DEGREES, 91 MASTER'S DEGREES, AND 32 CERTIFICATES AND CREDENTIALS.THE UNIVERSITY EMPLOYED 40 FULL-TIME FACULTY AND 143 PART-TIME FACULTY.
THE UNIVERSITY PROVIDED FINANCIAL AID OF $17,459,270 AND $505,700 IN CARES ACT GRANTS TO MANY OF OUR UNDEGRADUATE AND GRADUATE STUDENTS.
THE UNIVERSITY'S AUXILIARY ENTERPRISE EXPENSE PERTAINS TO THE UNIVERSITY'S ON-CAMPUS DORMITORIES AND CAFETERIA.THE UNIVERSITY PROVIDED LODGING AND MEALS FOR 423 STUDENTS DURING THE YEAR. THE AVERAGE ANNUAL COST FOR ROOM AND BOARD WAS $13,994.THE RESIDENCE HALLS FEATURE SINGLE ROOMS, DOUBLE ROOMS, AND SUITES FOR THREE OR MORE STUDENTS. EACH DORM ROOM HAS TWIN-SIZED BEDS, A SINK, TWO CLOSETS, A SET OF DRAWERS FOR EACH STUDENT, TWO DESKS, TWO CHAIRS, AND A MINI-FRIDGE. EACH HALL HAS A LAUNDRY ROOM. ENTRY TO THE DORMS IS CONTROLLED BY MEANS OF AN ELECTRONIC ACCESS CARD ISSUED TO DORM RESIDENTS. [CONTINUED ON SCHEDULE O]STUDENTS SERVING AS RESIDENT ASSISTANTS LIVE ON EACH FLOOR OF THE DORMS TO PROVIDE SUPERVISION AND ASSISTANCE.THE DINING HALL SERVES 19 "ALL-YOU-CAN-EAT" MEALS A WEEK. STUDENTS MAY CHOOSE ONE OF TWO MEAL PLANS OFFERING FROM 14 TO 19 MEALS/WEEK. THE HOT FOOD SELECTIONS ARE COMPLEMENTED BY A FRESH SALAD BAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Groener President | OfficerTrustee | 40 | $243,623 |
Mary Boivin-Mcghee Vp, Office Of Inst Advancement | Officer | 40 | $227,094 |
Sheila Smith-Mckoy Provost And VP Academic Affairs | Officer | 40 | $208,471 |
Robert Kinnard VP Finance & Administration | Officer | 40 | $184,571 |
Luis Guerra VP Facilities And Events | Officer | 40 | $173,714 |
Laura Lyndon VP Student Affairs | Officer | 40 | $171,346 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Triumph Protection Group Inc Campus Security Services | 6/29/21 | $501,488 |
Capture Llc Marketing & Enrollment Services | 6/29/21 | $361,792 |
Eab Marketing & Recruiting Services | 6/29/21 | $281,803 |
Epicurean Group Campus Food Services | 6/29/21 | $1,070,078 |
Building Services Maintenance Inc Maintenance & Janitorial Services | 6/29/21 | $570,162 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $70,000 |
| Government grants | $10,669,606 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,487,581 |
| Noncash contributions included in lines 1a–1f | $713,198 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $13,227,187 |
| Total Program Service Revenue | $36,651,286 |
| Investment income | $20,471 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$13,300 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $49,885,644 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $22,495,540 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,476,564 |
| Compensation of current officers, directors, key employees. | $822,523 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $16,032,634 |
| Pension plan accruals and contributions | $240,504 |
| Other employee benefits | $1,331,537 |
| Payroll taxes | $1,472,796 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $170,961 |
| Fees for services: Accounting | $110,200 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $159,127 |
| Fees for services: Other | $1,260,170 |
| Advertising and promotion | $743,050 |
| Office expenses | $308,518 |
| Information technology | $708,445 |
| Royalties | $0 |
| Occupancy | $1,430,405 |
| Travel | $98,751 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $24,688 |
| Interest | $2,146,896 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $765,797 |
| Insurance | $192,263 |
| All other expenses | $1,104,242 |
| Total functional expenses | $57,259,503 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,037,538 |
| Savings and temporary cash investments | $6,703,517 |
| Pledges and grants receivable | $1,263,631 |
| Accounts receivable, net | $1,672,990 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $71,032 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $434,859 |
| Net Land, buildings, and equipment | $11,763,544 |
| Investments—publicly traded securities | $60,864,365 |
| Investments—other securities | $3,940,545 |
| Investments—program-related | $0 |
| Intangible assets | $38,571 |
| Other assets | $0 |
| Total assets | $93,790,592 |
| Accounts payable and accrued expenses | $2,039,295 |
| Grants payable | $0 |
| Deferred revenue | $1,810,940 |
| Tax-exempt bond liabilities | $44,341,210 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $627,809 |
| Total liabilities | $48,819,254 |
| Net assets without donor restrictions | -$24,045,731 |
| Net assets with donor restrictions | $69,017,069 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $93,790,592 |
Grants Recieved
Over the last fiscal year, we have identified 15 grants that Holy Names University has recieved totaling $230,517.
| Awarding Organization | Amount |
|---|---|
Mona L Mcdaniel Lcdr Nc Usn Ret Foundation Las Vegas, NV PURPOSE: EDUCATION | $100,000 |
William G Irwin Charity Foundation San Francisco, CA PURPOSE: INSTALLATION OF THE ACADEMIC INNOVATION CENTER | $50,000 |
Neil & Amelia Mcdaniel Charitable Trust South Pasadena, CA PURPOSE: HOPE FOR HAWKS SCHOLARSHIP FUND | $15,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $14,000 |
V O Smith Family Foundation Rocklin, CA PURPOSE: DIRECT SUPPORT OF EDUCATIONAL PROGRAMS | $12,500 |
Bob And Marie Gallo Foundation Modesto, CA PURPOSE: GENERAL SUPPORT | $10,000 |
Endowment Analysis
| Beg. Balance | $54,619,996 |
| Earnings | $14,251,356 |
| Net Contributions | $616,191 |
| Other Expense | $3,604,319 |
| Ending Balance | $65,883,224 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mount Saint Marys University Los Angeles, CA | $325,045,397 | $120,464,265 |
George Fox University Newberg, OR | $236,953,683 | $138,957,860 |
Hawaii Pacific University Honolulu, HI | $252,023,622 | $108,453,356 |
Concordia University Irvine, CA | $216,619,359 | $134,293,913 |
Whittier College Whittier, CA | $322,047,237 | $96,024,170 |
Claremont Graduate University Claremont, CA | $282,759,045 | $94,587,172 |
Soka University Of America Aliso Viejo, CA | $1,933,834,260 | $62,118,050 |
Fresno Pacific University Fresno, CA | $60,393,077 | $83,753,327 |
Mills College Oakland, CA | $350,121,466 | $66,976,273 |
La Sierra University Riverside, CA | $224,274,397 | $79,132,443 |
Cal Poly Corporation San Luis Obispo, CA | $221,621,500 | $66,523,157 |
Chaminade University Of Honolulu Honolulu, HI | $103,384,806 | $64,562,356 |