2025-05-09T18:25:55-05:00 2024-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-07-01 237172306 NATIONAL UNIVERSITY NATI 8586428100 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 KAREN WHITNEY EVP/STUDENT SUCCESS SERV/CFO 8586428100 2025-05-05 1 1 PATRICIA J MAYER P00188643 8586271400 2023 2025-03-06 01:10:19Z KAREN WHITNEY 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 748059984 0 X WWW.NU.EDU X 1971 CA NATIONAL UNIVERSITY IS A POST SECONDARY LEVEL EDUCATIONAL INSTITUTION. 17 16 4248 16 1802737 0 7438900 8585463 337434481 409074784 53566433 122714919 1727365 3796026 400167179 544171192 75459718 55286191 0 0 193808068 275748191 0 0 553358 266615079 278316882 535882865 609351264 -135715686 -65180072 1312305943 1238112709 291683647 306097801 1020622296 932014908 X MISSION | TO DELIVER ACCESSIBLE WORLD-CLASS STUDENT EXPERIENCES BY PROVIDING QUALITY PROGRAMS AND SERVICES THAT ENSURE STUDENT SUCCESS THROUGH MEANINGFUL LEARNING. VISION | TO BE AN INCLUSIVE AND INNOVATIVE UNIVERSITY SERVING LIFE-LONG LEARNERS WHO CONTRIBUTE TO THE POSITIVE TRANSFORMATION OF SOCIETY. 0 0 260134375 55286191 409074784 NATIONAL UNIVERSITY ("NU") IS A NOT-FOR-PROFIT UNIVERSITY, HEADQUARTERED IN SAN DIEGO, CALIFORNIA, FOUNDED IN 1971 TO SERVE THE NEEDS OF A DIVERSE GROUP OF STUDENTS. NU PROVIDES INNOVATIVE, CHALLENGING, ACCESSIBLE DEGREE OPPORTUNITIES TO NON-TRADITIONAL, WORKING, AND MILITARY STUDENTS. NU IS ACCREDITED BY THE ACCREDITING COMMISSION FOR SENIOR COLLEGES AND UNIVERSITIES OF THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. 260134375 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 1 440 0 1 4248 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHELLE BELLO SR VP ADMIN FINANCE 8586428636 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 DR MARK MILLIRON PRESIDENT & CEO 45.00 3.50 X X 983556 0 38391 DR RUTHANN HEINRICH CHAIR 3.00 0.50 X X 0 0 0 DR E LEE RICE VICE CHAIR 3.00 0.50 X X 0 0 0 LEE WILLS-IRVINE SECRETARY (SEC. AS OF 10/23) 3.00 0.50 X X 0 0 0 THOMAS TOPUZES SECRETARY (SEC. THRU 10/23) 3.00 1.50 X X 0 0 0 RICHARD CHISHOLM TREASURER (TREAS. THRU 10/23) 3.00 1.50 X X 0 0 0 KIM FOLSOM TREASURER (TREAS. AS OF 10/23) 3.00 0.50 X X 0 0 0 STACY ALLISON TRUSTEE 3.00 0.50 X 0 0 0 THOMAS CLEVINGER TRUSTEE 3.00 0.50 X 0 0 0 JEANNE CONNELLY TRUSTEE 3.00 1.50 X 0 0 0 HAROLD GREENBERG TRUSTEE 3.00 0.50 X 0 0 0 DR ERLINDA MARTINEZ TRUSTEE 3.00 0.50 X 0 0 0 MICHAEL MCGILL TRUSTEE 3.00 0.50 X 0 0 0 JOANNE PASTULA TRUSTEE 3.00 0.50 X 0 0 0 DAN PITTARD TRUSTEE 3.00 0.50 X 0 0 0 HIEP QUACH TRUSTEE 3.00 0.50 X 0 0 0 CARLOS RODRIGUEZ TRUSTEE 3.00 0.50 X 0 0 0 DAVE C LAWRENCE EVP, ADMIN, FINANCE (THRU 4/2024) 45.00 3.20 X 409308 0 43321 MICHELLE BELLO SVP, ADMIN, FINANCE 45.00 3.20 X 335396 0 37719 KAREN WHITNEY EVP, SSS & ADMIN/CFO (AS OF 05/24) 45.00 3.20 X 419956 0 53540 CAREY HILDERBRAND EVP, CHIEF MARKETING OFFICER 45.00 X 429630 0 53889 JOHN CICERO PROVOST 45.00 X 363952 0 32609 JOHN HOEY VICE PROVOST OF ACADEMIC AFFAIRS 45.00 X 261956 0 38729 ROBERT LEE DEAN 45.00 X 227834 0 37117 PABLO FABIAN SVP, ASSOC GENERAL COUNSEL 45.00 X 249820 0 46516 ANGELA BALDASARE VP, STRATEGIC INSTIT RESEARCH AND PLANNING 45.00 X 251633 0 22247 CHRISTOPHER GRAHAM EVP, WORKFORCE EDUCATION SOLUTIONS 45.00 X 288375 0 30616 NANCY ROHLAND EVP, COMMUNICATION AND COMMUNITY ENGAGEMENT 45.00 3.10 X 310108 0 34937 SCOTT PAGE SVP, ACADEMIES 45.00 X 316406 0 44892 SANDRA BEST SVP, CHIEF HUMAN RESOURCES OFFICER 45.00 X 319266 0 43595 PATRICK PENDLETON CHIEF INFORMATION OFFICER 45.00 X 347035 0 45970 CHRISTOPHER RUSSO CHIEF OF STAFF 45.00 X 348306 0 52158 THOMAS STEWART EVP, EXECUTIVE DIRECTOR, CRI 45.00 X 383495 0 52158 JAY GOIN FORMER, EVP, STUDENT OPERATIONS 45.00 X 714888 0 11608 DONNA ARIAS FORMER, SVP CHG MGMNT 45.00 X 287805 0 0 STEVEN JOHNSON EXEC DIR, STRATEGIC PARTNERSHIPS - (FORMER) 45.00 X 276480 0 48344 ALEX CHIMON FORMER, VP DATA 45.00 X 361468 0 15681 IAN COOPER SVP, STUDENT SUCCESS SERVICES INNOVATIONS 45.00 X 249488 0 46493 GERARDO DE LOS SANTOS VP, COMMUNITY COLLEGE RELATIONS 45.00 X 248097 0 25978 DR MICHAEL CUNNINGHAM FORMER CHANCELLOR 0.00 X 1006882 0 4877 9391140 0 861385 308 1 1 0 GOOGLE INC PO BOX 883654 LOS ANGELES CA 90088 SOCIAL MEDIA ADVERTISING 30877349 ARMED FORCES COMMUNICATIONS INC 68 CULVER RD SUITE 110 MONMOUTH JUNCTION NJ 08852 MARKETING 24133442 BARU ADVERTISING INC 8695 WASHINGTON BLVD SUITE 208 CULVER CITY CA 90232 ADVERTISING 14840992 META PLATFORMS INC 1 META WAY MENLO PARK CA 94025 SOCIAL MEDIA ADVERTISING 11717168 LINKEDIN CORPORATION 62228 COLLECTIONS CENTER DR CHICAGO IL 60693 SOCIAL MEDIA ADVERTISING 6914128 192 4191492 4393971 8585463 TUITION AND FEES 611310 409074784 409074784 409074784 6724653 1802737 4921916 30000 0 30000 30000 30000 319879058 203888792 115990266 115990266 115990266 OTHER REVENUE 611710 3660187 3660187 ALUMNI COMMISIONS 611710 105839 105839 3766026 544171192 409074784 1802737 124708208 137680 137680 55148511 55148511 5371898 5371898 208512867 89673635 118463122 376110 9870007 4136667 5712541 20799 35880363 15051291 20785116 43956 16113056 6758354 9332965 21737 2107941 2107941 772654 772654 150000 150000 2017004 2017004 20665186 8724738 11898448 42000 120752303 50703465 70019070 29768 11668983 7369834 4297164 1985 20466490 8593676 11867457 5357 10123083 4251695 5871388 3671356 1540679 2127604 3073 1742398 731207 1009762 1429 7047501 7047501 7312246 2047090 5265156 2148438 902344 1246094 BAD DEBT 62468886 62468886 LIBRARY SUBSCRIPTIONS 2644535 2637932 6603 2557878 1725577 831760 541 609351264 260134375 348663531 553358 19490674 72372613 1032025 634594 59917493 59314659 4017369 9577608 12664408 10453167 85696418 45487986 37394491 40208432 230705000 217713705 912167914 800289001 24800857 22420095 10115712 5128835 1312305943 1238112709 39167020 54900466 0 112680 43633886 46511697 64679877 64167336 100655294 97425356 43547570 42980266 291683647 306097801 X 985726088 894148750 34896208 37866158 1020622296 932014908 1312305943 1238112709 -65180072 -23427316 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 150000 1 0 150000 0 PART II-B, LINE 1: EXPENSES PAID FOR SERVICES RENDERED - HUNTSWORTH HOLDING, FEDERAL GOVERNMENT = $90,000 MGI ADVOCACY, STATE OF CALIFORNIA GOVERNMENT = $60,000 31507397 3189815 318000 34379212 29499210 22241 2174913 188967 31507397 35074314 11445 -2070297 3516252 29499210 36797024 -1551400 171310 35074314 36577992 1890 308043 90901 36797024 0.00000 0.43750 0.56250 0 0 20356356 20356356 27272544 12400790 14871754 14704392 12652672 2051720 22054413 20434524 1619889 1308713 1308713 40208432 LIMITED PARTNERSHIPS 800289001 F 800289001 REFUNDABLE PERKINS LOAN PROGRAM 2508815 DEFERRED COMPENSATION 14012863 AMOUNTS HELD ON BEHALF OF OTHERS 22596649 RIGHT-TO-USE OBLIGATIONS 3861939 42980266 X PART V, LINE 4: THE BOARD HAD EARMARKED A PORTION OF NU'S UNRESTRICTED NET ASSETS AS BOARD-DESIGNATED CAPITAL RESERVE FUNDS TO BE INVESTED TO PROVIDE INCOME FOR A LONG BUT UNSPECIFIED PERIOD. THE BOARD-DESIGNATED CAPITAL RESERVE FUNDS, WHICH RESULTED FROM AN INTERNAL DESIGNATION, WERE NOT DONOR-RESTRICTED AND WERE CLASSIFIED AS UNRESTRICTED NET ASSETS. PART X, LINE 2: NU IS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED STATE PROVISIONS, AND AS SUCH IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. INCOME TAX BENEFITS AND/OR LIABILITIES ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. NU HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE (IRS) AND THE CALIFORNIA FRANCHISE TAX BOARD. NU BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON NU'S FINANCIAL CONDITION, CHANGES IN NET ASSETS, OR CASH FLOWS. ACCORDINGLY, NU HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2024 AND 2023. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISING PLACED IN MEDIA AND ON NU EXTERNAL FACING WEBSITE GENERALLY CONTAIN THE FOLLOWING STATEMENT: ADMISSION IS OPEN TO QUALIFIED APPLICANTS WITHOUT REGARD TO RACE, RELIGION, SEX, AGE, PHYSICAL DISABILITY, OR ETHNIC ORIGIN. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES SEOG, PELL AND TEACH GRANTS FROM THE U.S. GOVERNMENT AND ALSO PARTICIPATES IN STUDENT LOAN PROGRAMS THROUGH THE DEPARTMENT OF EDUCATION'S DIRECT LENDING AND PERKINS LOAN PROGRAMS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 106215000 NORTH AMERICA 0 0 INVESTMENTS N/A 7887000 0 0 0 0 0 0 114102000 0 114102000 1 0 0 1 1 0 1 NATIONAL UNIVERSITY FOUNDATION (FKA SYSTEMS MANAGEMENT GROUP) 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 201269904 501(C)(3) 112680 0 GENERAL OPERATING FOUNDERS FIRST CDC INC 10755 SCRIPPS POWAY PARKWAY SUITE 202 SAN DIEGO CA 92131 743166719 501(C)(3) 25000 0 GENERAL OPERATING 2 0 VARIOUS SCHOLARSHIPS TO NU STUDENTS 22658 55148511 FMV TUITION DISCOUNTS PART I, LINE 2: NATIONAL UNIVERSITY IDENTIFIES ELIGIBLE GRANTEES RELATED TO EDUCATIONAL AND COMMUNITY PURPOSES. GRANTEES ARE MONITORED AS APPROPRIATE THROUGH PERIODIC REPORTS AND SITE INSPECTIONS. X X X 1 1 X X X X 1 0 0 0 0 0 0 1 0 DR MARK MILLIRON PRESIDENT & CEO 801806 0 80000 0 101750 0 9333 0 29058 0 1021947 0 0 0 DR MICHAEL CUNNINGHAM FORMER CHANCELLOR 178382 0 0 0 828500 0 0 0 4877 0 1011759 0 0 0 JAY GOIN FORMER, EVP, STUDENT OPERATIONS 309288 0 0 0 405600 0 0 0 11608 0 726496 0 0 0 CAREY HILDERBRAND EVP, CHIEF MARKETING OFFICER 390630 0 39000 0 0 0 21830 0 32059 0 483519 0 0 0 KAREN WHITNEY EVP, SSS & ADMIN/CFO (AS OF 05/24) 382516 0 37440 0 0 0 22938 0 30602 0 473496 0 0 0 DAVE C LAWRENCE EVP, ADMIN, FINANCE (THRU 4/2024) 373948 0 35360 0 0 0 22445 0 20876 0 452629 0 0 0 THOMAS STEWART EVP, EXECUTIVE DIRECTOR, CRI 348884 0 34611 0 0 0 23100 0 29058 0 435653 0 0 0 CHRISTOPHER RUSSO CHIEF OF STAFF 316806 0 31500 0 0 0 23100 0 29058 0 400464 0 0 0 JOHN CICERO PROVOST 331652 0 32300 0 0 0 23100 0 9509 0 396561 0 0 0 PATRICK PENDLETON CHIEF INFORMATION OFFICER 315639 0 31396 0 0 0 23100 0 22870 0 393005 0 0 0 ALEX CHIMON FORMER, VP DATA 361468 0 0 0 0 0 0 0 15681 0 377149 0 0 0 MICHELLE BELLO SVP, ADMIN, FINANCE 305070 0 30326 0 0 0 23100 0 14619 0 373115 0 0 0 SANDRA BEST SVP, CHIEF HUMAN RESOURCES OFFICER 287806 0 31460 0 0 0 21626 0 21969 0 362861 0 0 0 SCOTT PAGE SVP, ACADEMIES 287806 0 28600 0 0 0 22022 0 22870 0 361298 0 0 0 NANCY ROHLAND EVP, COMMUNICATION AND COMMUNITY ENG 282401 0 27707 0 0 0 14061 0 20876 0 345045 0 0 0 STEVEN JOHNSON EXEC DIR, STRATEGIC PARTNERSHIPS - ( 276480 0 0 0 0 0 19286 0 29058 0 324824 0 0 0 CHRISTOPHER GRAHAM EVP, WORKFORCE EDUCATION SOLUTIONS 263390 0 24985 0 0 0 20119 0 10497 0 318991 0 0 0 JOHN HOEY VICE PROVOST OF ACADEMIC AFFAIRS 261956 0 0 0 0 0 17853 0 20876 0 300685 0 0 0 PABLO FABIAN SVP, ASSOC GENERAL COUNSEL 226170 0 23650 0 0 0 17458 0 29058 0 296336 0 0 0 IAN COOPER SVP, STUDENT SUCCESS SERVICES INNOVA 226845 0 22643 0 0 0 17435 0 29058 0 295981 0 0 0 DONNA ARIAS FORMER, SVP CHG MGMNT 287805 0 0 0 0 0 0 0 0 0 287805 0 0 0 GERARDO DE LOS SANTOS VP, COMMUNITY COLLEGE RELATIONS 248097 0 0 0 0 0 2567 0 23411 0 274075 0 0 0 ANGELA BALDASARE VP, STRATEGIC INSTIT RESEARCH AND PL 235966 0 15667 0 0 0 1371 0 20876 0 273880 0 0 0 ROBERT LEE DEAN 227834 0 0 0 0 0 16009 0 21108 0 264951 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL IS MADE AVAILABLE TO BOARD MEMBERS IF THE FLIGHT IS OVER 3 HOURS. THIS IS NOT INCLUDED AS TAXABLE INCOME TO SUCH BOARD MEMBERS IF UTILIZED. THE PRESIDENT & CEO RECEIVES AUTO AND HOUSING BENEFITS WHICH ARE INCLUDED IN HIS TAXABLE COMPENSATION. PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: DR. MICHAEL CUNNINGHAM - $828,500 JAY GOIN - $405,600 PART I, LINE 7 OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE FOR BONUSES. BONUSES ARE AWARDED WITHIN A SPECIFIED RANGE IN THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND ARE BASED ON ACHIEVING GOALS. IN JULY 2023, THE HUMAN CAPITAL AND COMPENSATION COMMITTEE WAS DISSOLVED AND THE REVIEW WILL BE PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MOVING FORWARD. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 13048BVGJ 2019-02-21 67103172 SEE SCH K, PART VI 0 0 0 A 67103172 579403 66523768 2019 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 31824 SCHOLARSHIP TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11B THE UNIVERSITY CFO AND SVP, ADMINISTRATION AND FINANCE REVIEW THE ORGANIZATION'S FORM 990 PRIOR TO SUBMISSION TO THE AUDIT COMMITTEE OF BOARD OF TRUSTEES FOR THEIR REVIEW. ONCE THE INTERNAL REVIEW IS COMPLETED, THE FORM 990 IS SENT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. THE BOARD OF TRUSTEES ASKS QUESTIONS TO MANAGEMENT IF THERE ARE ANY AND MANAGEMENT ADDRESSES ANY QUESTIONS POSED TO THEM. AFTER THE BOARD OF TRUSTEES COMPLETES THEIR REVIEW, THE FORM 990 IS FINALIZED AND TIMELY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES HAS ANNUALLY REVIEWED AND APPROVED (BY A MAJORITY OF DISINTERESTED TRUSTEES) THE BUSINESS TRANSACTIONS WITH TRUSTEES OR THEIR AFFILIATED PROFESSIONAL SERVICE FIRMS. SUCH REVIEWS INCLUDE CONSIDERATION OF DATA ON COMPARABLE SERVICE PROVIDERS COLLECTED BY UNIVERSITY COUNSEL. THE INTERESTED TRUSTEES WERE EXCUSED FROM BOARD SESSIONS DURING WHICH THOSE BUSINESS TRANSACTIONS WERE DISCUSSED AND DID NOT PARTICIPATE IN VOTING ON SUCH TRANSACTIONS. QUESTIONNAIRES ARE DISTRIBUTED EVERY JANUARY. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY UNIVERSITY COUNSEL AND WAS REVIEWED BY THE BOARD DURING THE YEAR ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT OF THE UNIVERSITY IS REVIEWED BY THE BOARD AT THE TIME OF HIRING AND AS NECESSARY THEREAFTER. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE COMMITTEE. COMPENSATION IS DETERMINED WITH REGARD TO COMPENSATION PAID TO SENIOR EXECUTIVES OF COMPARABLE NON-PROFIT AND PROPRIETARY INSTITUTIONS IN EDUCATION AND OTHER FIELDS. THE PROCESS IS DOCUMENTED AND WAS LAST COMPLETED IN JUNE 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SPECTRUM PACIFIC LEARNING COMPANY 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 237172306 E-LEARNING SOLUTION AND SERVICE PROVIDER CA 0 0 NATIONAL UNIVERSITY NATIONAL UNIVERSITY INTERNATIONAL 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 237172306 GLOBAL MARKETING AND DISTRIBUTION CHANNEL FOR APPILIATES ONLINE PROGRAMS CA 0 0 NATIONAL UNIVERSITY NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 562438569 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 10 N/A 1 JOHN F KENNEDY UNIVERSITY 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 941610694 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 N/A 1 SPECTRUM PACIFIC LEARNING INC 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 453996682 INACTIVE CA 501(C)(3) LINE 10 N/A 1 NATIONAL UNIVERSITY INTERNATIONAL INC 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 453997908 INACTIVE CA 501(C)(3) LINE 2 N/A 1 CITY UNIVERSITY OF SEATTLE 521 WALL STREET SEATTLE WA 98121 237421224 EDUCATIONAL INSTITUTION WA 501(C)(3) LINE 2 N/A 1 NATIONAL UNIVERSITY FOUNDATION 9388 LIGHTWAVE AVENUE SAN DIEGO CA 92123 201269904 PROVIDE ADMINISTRATIVE SERVICES TO AFFILIATED INSTITUTIONS CA 501(C)(3) LINE 12A, I N/A 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 NATIONAL UNIVERSITY FOUNDATION B 112680 FAIR MARKET VALUE CITY UNIVERSITY OF SEATTLE D 287827 FAIR MARKET VALUE CITY UNIVERSITY OF SEATTLE L 1459427 FAIR MARKET VALUE CITY UNIVERSITY OF SEATTLE M 1000000 FAIR MARKET VALUE CITY UNIVERSITY OF SEATTLE Q 3001000 FAIR MARKET VALUE SCHEDULE R, RELATED ORGANIZATIONS: NATIONAL UNIVERSITY SYSTEM ("NUS") WAS AN ALLIANCE OF NONPROFIT INSTITUTIONS OF HIGHER EDUCATION DESIGNED TO PROVIDE LIFELONG LEARNING OPPORTUNITIES THAT ARE ACCESSIBLE, CHALLENGING, AND RELEVANT TO A DIVERSE STUDENT POPULATION, AS WELL AS TO STRENGTHEN THE EDUCATION TECHNOLOGY AND SERVICE CAPABILITIES OF NUS. AFFILIATES WITHIN THE FORMER NUS CONSISTED OF THE FOLLOWING AFFILIATED ENTITIES: NATIONAL UNIVERSITY VIRTUAL HIGH SCHOOL ("NUVHS" CEASED OPERATIONS JUNE 2022) NATIONAL UNIVERSITY FOUNDATION, CITY UNIVERSITY OF SEATTLE ("CU"), AND JOHN F. KENNEDY UNIVERSITY ("JFKU" CEASED OPERATIONS DECEMBER 2020). THE BOARD OF TRUSTEES OF EACH NUS AFFILIATE GOVERNED EACH AFFILIATE INDEPENDENTLY. THE BOARD OF TRUSTEES HAD NO AUTHORITY TO REMOVE, REPLACE OR APPOINT A MAJORITY OF THE GOVERNING BODY OF THOSE OTHER AFFILIATES. THE BOARD OF TRUSTEES OF EACH AFFILIATE, ACTED IN ITS INDEPENDENT CAPACITY, PERIODICALLY APPOINTED ITS OWN NEW TRUSTEES. THE BOARD OF TRUSTEES HAD A MAJORITY OVERLAPPING COMPOSITION BETWEEN EACH AFFILIATE OF NUS. IN ADDITION, THE NU AUDIT FIRM PREPARED CONSOLIDATED AUDITED FINANCIAL STATEMENTS THAT INCLUDE NATIONAL UNIVERSITY AND NATIONAL UNIVERSITY FOUNDATION, WHICH ARE NONPROFIT ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3).