2025-05-07T11:06:40-05:00 2024-06-30 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2023-07-01 943185612 PRESIDIO GRADUATE SCHOOL PRES 9097488180 105 SEMINARY ROAD SAN ANSELMO CA 94960 ELIZABETH MAW PRESIDENT 9097488180 2025-05-06 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2025-05-06 2023 2025-03-06 01:10:19Z ELIZABETH MAW 105 SEMINARY ROAD SAN ANSELMO CA 94960 2731905 0 X WWW.PRESIDIO.EDU X 1990 CA TO EDUCATE CHANGEMAKERS TO BUILD A FLOURISHING FUTURE FOR ALL. 13 12 169 20 0 0 846186 137381 3511632 2535371 16319 59153 6356 0 4380493 2731905 569915 326560 0 0 2854643 1246736 0 0 89404 1525091 1161103 4949649 2734399 -569156 -2494 1310033 1402512 127518 744491 1182515 658021 PRESIDIO GRADUATE SCHOOL'S MISSION IS TO EDUCATE CHANGEMAKERS TO BUILD A FLOURISHING FUTURE FOR ALL. 0 0 2005220 326560 2378954 IN THE 2023-2024 SCHOOL YEAR, PRESIDIO GRADUATE SCHOOL EDUCATED 116 MASTERS-LEVEL STUDENTS IN SUSTAINABILITY AND SOCIAL JUSTICE IN OUR MBA, MPA, MBA/MPA, AND CERTIFICATE STUDENTS. 99991 0 156417 THE SCHOOL GENERATED REVENUE FROM CONDUCTING SUSTAINABILITY-RELATED RESEARCH AND MANAGEMENT-CONSULTING SERVICES FOR ONE PARTNER. THE TEAM INCLUDED ALUMNI AND PRESIDIO COMMUNITY MEMBERS AND PROJECTS ARE DESIGNED TO COMPLEMENT THE SKILLS TAUGHT IN THE PRESIDIO CLASSROOM. 2105211 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 169 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X EMILY PELISSIER 9097488180 105 SEMINARY ROAD SAN ANSELMO CA 94960 KRISTA NEWKIRK BOARD MEMBER 1.00 71.00 X 0 655555 82996 SUZANNE FARVER CHAIR 3.00 0.00 X X 0 0 0 DR GURINDER SINGH VICE CHAIR 2.00 0.00 X X 0 0 0 DR WARREN FOX SECRETARY 2.00 0.00 X X 0 0 0 MALCOLM WALTER TREASURER 2.00 0.00 X X 0 0 0 CHANDRA ALEXANDRE BOARD MEMBER 1.00 0.00 X 0 0 0 DR PANKAJ BHARGAVA BOARD MEMBER 1.00 0.00 X 0 0 0 DR AASHISH BINDRA BOARD MEMBER 1.00 0.00 X 0 0 0 DR ASEEM CHAUHAN BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF HOGUE BOARD MEMBER 1.00 0.00 X 0 0 0 DR TANU JINDAL BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA KARLIN BOARD MEMBER 1.00 0.00 X 0 0 0 SABRINA WATKINS BOARD MEMBER 1.00 0.00 X 0 0 0 ELIZABETH MAW PRESIDENT 40.00 0.00 X 347009 0 13830 DIANA ASAAD CHIEF OPERATING OFFICER 40.00 0.00 X 202030 0 15189 EMILY PELISSIER EXECUTIVE DIRECTOR (AS OF 12/23) 40.00 0.00 X 10709 0 0 MAGRETHE AMY WINSLOW - ACADEMIC DEAN/CHIEF ACADEMIC OFF (THRU 02/24) 40.00 0.00 X 220287 0 42062 EMILY BATTAGLIA DIRECTOR OF PROGRAM EXPANSION 40.00 0.00 X 124912 0 5452 904947 655555 159529 4 0 1 0 0 137381 5651 137381 TUITION AND FEES 611600 2378954 2378954 RESEARCH AND CONSULTIN 611600 156417 156417 2535371 59153 59153 2731905 2535371 0 59153 326560 326560 352332 100011 179577 72744 768564 761958 6606 14418 12182 2151 85 25342 22553 2632 157 86080 72728 12844 508 10729 10729 101854 101854 359248 358305 805 138 29463 8780 20683 48786 37077 10201 1508 208195 200768 738 6689 63053 58963 4016 74 24997 16051 8051 895 STUDENT PROGRAMS 158028 58999 99029 FOOD SERVICE 30427 29979 448 MEMBERSHIPS 9025 9025 BAD DEBT 750 750 116548 40297 76251 2734399 2105211 539784 89404 73535 100045 1029101 1102086 50000 0 93061 90248 64336 110133 1310033 1402512 122969 173093 4549 0 0 571398 127518 744491 X 1089638 605526 92877 52495 1182515 658021 1310033 1402512 X -2494 -522000 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY PAYABLES 571398 571398 X PART X, LINE 2: PRESIDIO GRADUATE SCHOOL (PGS) IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE PGS'S MATERIAL TAX POSITIONS; THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED AS OF JUNE 30, 2024 AND 2023. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY THROUGH ITS WEBSITE AND EMAIL. IT'S ALSO PUBLISHED IN STUDENT, FACULTY AND EMPLOYEE HANDBOOKS. THE ORGANIZATION DID NOT HAVE THE NONDISCRIMINATION POLICY REPORTED ON ITS INTERNET HOMEPAGE THROUGHOUT THE ENTIRE FISCAL YEAR. THE SCHOOL HAS REMEDIED THE OVERSIGHT, AND THE POLICY NOW APPEARS ON THE FRONT PAGE OF THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 PRESIDIO GRADUATE SCHOOL ASSISTS STUDENTS IN THE FINANCING OF THEIR EDUCATION THROUGH FEDERALLY-FUNDED STUDENT LOAN PROGRAMS. 1 STUDENT AID 91 326560 PART I, LINE 2: NEED-BASED SCHOLARSHIPS ARE AWARDED TO STUDENTS WITH DEMONSTRATED FINANCIAL NEED. RECIPIENTS OF NEED-BASED SCHOLARSHIPS MUST COMPLETE A FAFSA APPLICATION, BE US CITIZENS OR ELIGIBLE NON-CITIZENS, BE ENROLLED IN A DEGREE OR CERTIFICATE PROGRAM, AND BE MAKING SATISFACTORY ACADEMIC PROGRESS. X X 0 0 0 0 0 0 0 0 0 KRISTA NEWKIRK BOARD MEMBER 0 541059 0 107100 0 7396 0 22577 0 60419 0 738551 0 0 ELIZABETH MAW PRESIDENT 296492 0 49917 0 600 0 12004 0 1826 0 360839 0 0 0 MAGRETHE AMY WINSLOW - ACADEMIC DEAN/CHIEF ACADEMIC OFF (THRU 02/24) 186087 0 33600 0 600 0 8084 0 33978 0 262349 0 0 0 DIANA ASAAD CHIEF OPERATING OFFICER 148635 0 53045 0 350 0 7104 0 8085 0 217219 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DR. AASHISH BINDRA, DR. GURINDER SINGH, DR. TANU JINDAL, AND DR. ASEEM CHAUHAN HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 6 UNIVERSITY OF REDLANDS, A TAX-EXEMPT 501(C)(3) EDUCATIONAL INSTITUTION, IS THE SOLE MEMBER OF PRESIDIO GRADUATE SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A UNIVERSITY OF REDLANDS IS THE SOLE MEMBER OF PRESIDIO GRADUATE UNIVERSITY (PGS) AND MAY ELECT AND APPOINT ANY NUMBER OF THE DIRECTORS TO THE BOARD OF PGS, NOT TO EXCEED THIRTEEN. ONE BOARD SEAT WILL BE FILLED, EX-OFFICIO, BY THE PRESIDENT OF THE SOLE MEMBER OR THEIR PERMITTED DESIGNEE. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBER, UNIVERSITY OF REDLANDS, MUST APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS AS WELL AS SIGNIFICANT TRANSACTION DECISIONS BROUGHT TO THE BOARD OF DIRECTORS INCLUDING (A) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS ASSETS; (B) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ANY ASSET OR GROUP OF SIMILAR ASSETS OF THE ORGANIZATION WITH A COMBINED FAIR MARKET VALUE IN EXCESS OF $250,000; (C) THE LICENSING OR OTHER TRANSFER OF INTELLECTUAL PROPERTY (OR RIGHTS THERETO) OF THE ORGANIZATION FOR CONSIDERATION TO ANY OTHER PARTY, EXCEPT WHERE THE LICENSING OR OTHER TRANSFER IS "SUBSTANTIALLY RELATED" TO THE ORGANIZATION'S EXEMPT PURPOSE; AND (D) THE ASSUMPTION OR CREATION OF ANY INDEBTEDNESS OR THE ORGANIZATION IN AN AMOUNT EXCEEDING $500,000, WHETHER OR NOT IN THE ORDINARY COURSE OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY KEY STAFF AT UNIVERSITY OF REDLANDS AND PGS. PRIOR TO FILING, THE FORM 990 WAS DISTRIBUTED TO THE PRESIDENT AND EXECUTIVE COMMITTEE OF UNIVERSITY OF REDLANDS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL DIRECTORS WITH A MATERIAL FINANCIAL INTEREST IN A TRANSACTION MUST DISCLOSE SUCH MATERIAL FINANCIAL INTEREST OR COMMON DIRECTORSHIP TO THE BOARD VIA A DISCLOSURE FORM. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. IF A CONFLICT IS DEEMED TO EXIST, THEY MUST RECUSE THEMSELVES FROM PARTICIPATING IN ANY CONSIDERATION OR DECISION RELATED TO THE TRANSACTION. SUCH DISCLOSURE AND ABSTENTION FROM A VOTE WILL BE MADE PART OF THE RECORD OF THE BOARD'S MEETINGS. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE PGS BOARD REVIEWS COMPARABILITY DATA EVERY FEW YEARS AND REVIEWS MARKET PAY RATES UPON HIRE TO DETERMINE SALARY RANGES FOR THE CEO, OFFICERS, AND EMPLOYEES TO ENSURE FAIR COMPENSATION. BASE COMPENSATION OF THE CEO AND EMPLOYEES AS WELL AS ANY COST OF LIVING ADJUSTMENTS OR BONUSES ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. ALL DELIBERATIONS AND DECISIONS FOR COMPENSATION ADJUSTMENTS ARE DOCUMENTED IN THE BOARD MINUTES. A FULL COMPENSATION ANALYSIS WAS LAST COMPLETED IN 2019. BASE COMPENSATION WAS INCREASED BY A CONSISTENT PERCENTAGE FOR ALL OFFICERS AND EMPLOYEES IN 2022. THE COST OF LIVING ADJUSTMENTS THAT WERE MADE WERE CONSISTENT WITH OR LESS THAN INFLATION. THE PRESIDENT WAS AWARDED A BONUS IN JUNE 2023 THAT WAS APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR FOR PGS WAS HIRED POST CHANGE OF CONTROL, BY UNIVERSITY OF REDLANDS AND APPROVED BY THE PGS BOARD. THE SALARY RANGE AND APPROVAL BY REDLANDS WAS IN ACCORDANCE WITH OPERATING PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XI, LINE 9: MERGER TRANSITION COST TRANSFER TO REDLANDS -522,000. UNIVERSITY OF REDLANDS 1200 EAST COLTON AVENUE REDLANDS CA 92373 951643389 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 0 WOODBURY UNIVERSITY 7500 NORTH GLENOAKS BOULEVARD BURBANK CA 91504 952786163 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 2 UNIVERSITY OF REDLANDS 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0