Holy Names University in Oakland, California (CA)

Holy Names University
Employer Identification Number (EIN)	941358307
Name of Organization	Holy Names University
Address	3500 Mountain Blvd, Oakland, CA 94619-1627
Activities	Hospital, Publishing activities, Church, synagogue, etc
Subsection	Charitable Organization, Educational Organization
Ruling Date	01/1973
Deductibility	Contributions are deductible
Foundation	School
Organization	Association
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2013
Assets	$10,000,000 to $49,999,999
Income	$10,000,000 to $49,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$35,186,537
Amount of Income	$42,189,495
Form 990 Revenue Amount	$42,137,048
National Taxonomy of Exempt Entities (NTEE)	Educational Institutions and Related Activities: University or Technological Institute

Non-representatives - add comments:

Amount of income in 2013: $42,189,495

This organization:	$42,189,495
Other organizations performing similar types of work:	$136,725,850

Assets in 2013: $35,186,537

This organization:	$35,186,537
Other organizations performing similar types of work:	$239,530,668

Expenses in 2013: $39,952,870

This organization:	$39,952,870
Other organizations performing similar types of work:	$107,808,210

Income to expenses ratio in 2013: 1.1

Holy Names University:	1.1
Other organizations performing similar types of work:	1.1

Expenses allocated to program services in 2007: 82.0%

This organization:	82.0%
Other organizations performing similar types of work:	85.4%

Number of employees in 2013: 758

This organization:	758
Other organizations performing similar types of work:	1,977

Employees paid over $100,000 in 2013: 2.2%

Holy Names University:	2.2%
Other organizations performing similar types of work:	0.0%

Grants share in income in 2013: 8.9%

This organization:	8.9%
Other organizations performing similar types of work:	9.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	No
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	No	No
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	Yes	Yes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	Yes	Yes
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	Yes	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	Yes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	Yes
Did the organization receive more than $25,000 in non-cash contributions?	Yes	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	No	No
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		1,720	1,779
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		No	No
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		689	758
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	No	No
Has it filed a Form 990-T for this year?		No	No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		Yes	Yes
Did the organization notify the donor of the value of the goods or services provided?		Yes	Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$1,146,311	$1,243,025
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$91,238	$191,131
Total number of individuals who received more than $100,000 of reportable compensation from the organization	6	7
Total number of independent contractors who received more than $100,000 of compensation from the organization	6	10

	2011	2012	2013
Statement of Revenue
Total revenue	$31,296,011	$35,769,636	$42,137,048
Contributions, Gifts, Grants and Other Similar Amounts	$1,222,171	$750,672	$3,739,905
Program Service Revenue	$29,914,050	$34,701,276	$38,290,088
0		$490,399	$1,540,362
0		$27,990,457	$29,640,680
0		$176,954	$277,140
0		$2,287,919	$2,474,791
0		$3,755,547	$4,357,115
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$152,460	$158,974	$142,099
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$0	$0	$0
Net gain/loss from sales of assets other than inventory	$0	$183,024	$0
Net income/loss from fundraising events	$7,330	$-24,310	$-35,044
Gross income from fundraising events	$36,111	$3,929	$17,403
Less: direct expenses	$28,781	$28,239	$52,447
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$0	$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$31,141,655	$34,983,544	$39,952,870
Grants and other assistance to domestic organizations and domestic governments		$0	$0
Grants and other assistance to domestic individuals		$9,092,115	$9,307,234
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$1,299,303	$629,952	$520,119
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$9,924,504	$12,608,368	$14,703,725
Pension plan accruals and contributions		$311,510	$376,408
Other employee benefits		$1,578,536	$1,912,695
Payroll taxes	$980,022	$980,137	$1,055,125
Fees for services (non-employees)
Management		$0	$0
Legal		$45,297	$20,148
Accounting		$93,980	$84,000
Lobbying		$0	$0
Professional fundraising services	$0	$83,039	$40,516
Investment management fees		$0	$0
Other		$1,080,605	$1,025,640
Advertising and promotion		$342,938	$560,295
Office expenses		$1,567,036	$1,942,546
Information technology		$379,446	$470,521
Royalties		$0	$0
Occupancy		$2,267,192	$2,139,185
Travel		$755,601	$1,072,080
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$219,435	$266,918
Interest		$301,978	$238,411
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$1,568,156	$1,734,766
Insurance		$136,190	$129,894
Other expenses		$73,546	$103,738
Other expenses		$87,871	$127,226
Other expenses		$600,470	$825,517
Other expenses		$1,029,336	$1,223,271
Other expenses		$-849,190	$72,892

	2011	2012	2013
Balance Sheet
Total assets	$31,126,901	$30,178,880	$35,186,537
Cash - non-interest-bearing		$9,618	$219,133
Savings and temporary cash investments		$25,702	$16,123
Pledges and grants receivable, net		$10,000	$2,001,604
Accounts receivable, net		$1,862,490	$1,601,172
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$545,506	$461,532
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$149,012	$378,981
Land, buildings, and equipment: cost or other basis		$17,233,527	$17,715,346
Investments - publicly traded securities		$0	$0
Investments - other securities		$9,630,511	$12,415,400
Investments - program-related		$0	$0
Intangible assets		$260,816	$224,495
Other assets		$451,698	$152,751
Total liabilities	$9,553,541	$8,254,971	$9,697,717
Accounts payable and accrued expenses		$1,420,737	$1,346,400
Grants payable		$0	$0
Deferred revenue		$802,713	$819,942
Tax-exempt bond liabilities	$3,850,000	$3,615,000	$6,649,929
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$2,785,346	$1,643,075	$154,166
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$773,446	$727,280
Total net assets or fund balances	$21,573,360	$21,923,909	$25,488,820
Unrestricted net assets		$13,344,587	$14,219,495
Temporarily restricted net assets		$1,692,231	$3,769,047
Permanently restricted net assets		$6,887,091	$7,500,278
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	A school described in section 170(b)(1)(A)(ii)
Number of organizations supported	0
Sum of amounts of support	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$13,155,562	$14,336,807	$14,652,103	$17,529,730	$19,424,706	$24,652,496	$21,314,953	$26,556,511
Contributions, gifts, grants, and similar amounts received	$2,093,217	$2,586,344	$2,187,691	$2,658,332	$2,782,202	$5,265,382	$2,292,758	$4,677,346
Contributions to donor advised funds							$0	$0
Direct public support	$1,500,562	$2,041,016	$1,851,538	$2,407,802	$2,533,882	$4,710,459	$2,194,552	$4,677,346
Indirect public support	$0	$0	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$592,655	$545,328	$336,153	$250,530	$248,320	$554,923	$98,206	$0
Program service revenue including government fees and contracts	$10,902,788	$11,745,679	$12,351,350	$13,938,752	$16,074,364	$18,785,837	$18,821,095	$21,712,557
Membership dues and assessments	$0	$0	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$0	$0	$0	$0	$0	$0	$0	$23,884
Dividends and interest from securities	$181,118	$144,627	$89,641	$96,457	$137,363	$190,928	$169,376	$143,744
Net rental income or (loss)	$0	$0	$0	$0	$0	$0	$0	$0
Gross rents	$0	$0	$0	$0	$0	$0	$0	$0
Less: rental expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other investment income	$0	$0	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$-21,561	$-139,843	$23,421	$836,189	$430,777	$410,349	$31,724	$-1,020
Gross amount from sales of assets other than inventory	$184,142	$1,786,810	$1,675,720	$2,341,620	$1,800,000	$2,206,882	$31,724	$30,109
Less: cost or other basis and sales expenses	$205,703	$1,926,653	$1,652,299	$1,505,431	$1,369,223	$1,796,533	$0	$31,129
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0	$0	$0	$0	$0
Total expenses	$14,973,752	$15,283,163	$15,743,046	$16,729,652	$18,449,364	$20,974,437	$21,279,944	$23,368,126
Program services	$13,835,687	$13,904,660	$12,708,973	$13,990,984	$15,727,777	$17,519,254	$17,333,183	$19,156,146
Management and general	$747,285	$1,013,931	$2,680,363	$2,317,109	$2,298,316	$3,025,488	$3,608,602	$3,766,714
Fundraising	$390,780	$364,572	$353,710	$421,559	$423,271	$429,695	$338,159	$445,266
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$12,427,084	$10,909,736	$9,923,699	$10,723,777	$11,699,119	$14,840,271	$15,862,444	$18,497,420
Excess or (deficit) for the year	$-1,818,190	$-946,356	$-1,090,943	$800,078	$975,342	$3,678,059	$35,009	$3,188,385
Net assets or fund balances at beginning of year	$14,524,641	$12,427,084	$10,909,736	$9,923,699	$10,723,777	$11,699,119	$14,840,271	$15,862,444
Other changes in net assets or fund balances	$-279,367	$-570,992	$104,906	$0	$0	$-536,907	$987,164	$-553,409

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$23,368,126	$19,156,146	$3,766,714	$445,266
Grants paid from donor advised funds		$0
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$687,344	$0	$687,344	$0
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$8,372,044	$7,368,456	$751,786	$251,802
Pension plan contributions not included above	$199,799	$0	$199,799	$0
Employee benefits not included above	$829,687	$9,518	$820,169	$0
Payroll taxes	$720,451	$0	$720,451	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$86,750	$0	$86,750	$0
Legal fees	$36,310	$0	$30,516	$5,794
Supplies	$329,518	$225,760	$97,151	$6,607
Telephone	$70,816	$73,780	$-5,650	$2,686
Postage and shipping	$109,345	$81,595	$9,718	$18,032
Occupancy	$1,831,750	$279,588	$1,552,162	$0
Equipment rental and maintenance	$375,901	$104,051	$271,850	$0
Printing and publications	$200,011	$141,100	$21,596	$37,315
Travel	$654,185	$596,739	$38,927	$18,519
Conferences, conventions, and meetings	$108,165	$108,165	$0	$0
Interest	$364,958	$0	$364,958	$0
Depreciation, depletion, etc.	$1,052,076	$0	$1,052,076	$0
Other expenses not covered above	$7,339,016	$10,167,394	$-2,932,889	$104,511

	2000	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$24,239,808	$22,346,098	$20,987,800	$21,865,440	$22,564,649	$26,129,225	$26,943,951	$29,078,704
Cash - non-interest-bearing	$0	$0	$0	$0	$0	$0	$0	$0
Savings and temporary cash investments	$8,534	$28,449	$92,220	$54,348	$99,131	$691,829	$849,495	$61,308
Accounts receivable less allowance for doubtful accounts	$1,230,721	$1,387,181	$1,416,482	$1,532,339	$1,464,468	$1,802,976	$1,769,688	$2,161,359
Pledges receivable less allowance for doubtful accounts	$0	$0	$0	$817,965	$1,115,500	$1,342,980	$237,066	$2,241,132
Grants receivable	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$271,637	$255,946	$236,214	$267,924	$282,637	$329,468	$442,699	$596,228
Inventories for sale or use	$0	$0	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$207,554	$180,985	$176,845	$131,877	$159,099	$150,163	$165,367	$293,172
Investments - publicly-traded securities							$0	$0
Investments - other securities	$7,836,300	$6,567,347	$5,549,504	$6,244,073	$7,048,935	$8,484,852	$7,682,781	$7,877,213
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0	$0	$0
Investments - other	$572,433	$572,446	$572,446	$572,446	$572,426	$452,422	$452,513	$452,513
Land, buildings, and equipment less accumulated depreciation	$14,112,629	$13,353,744	$12,944,089	$12,244,468	$11,822,453	$12,874,535	$15,344,342	$15,395,779
Other assets, including program-related investments	$0	$0	$0	$0	$0	$0	$0	$0
Total liabilities	$11,812,724	$11,436,362	$11,064,101	$11,141,663	$10,865,530	$11,288,954	$11,081,507	$10,581,284
Accounts payable and accrued expenses	$1,270,503	$997,723	$418,248	$581,011	$547,556	$947,791	$784,148	$899,240
Grants payable	$0	$319,018	$340,980	$315,699	$355,526	$0	$492,001	$252,905
Deferred revenue	$1,126,592	$849,066	$1,095,457	$1,100,889	$895,112	$660,948	$1,075,137	$1,336,629
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0	$4,670,000	$4,480,000
Mortgages and other notes payable	$9,136,891	$9,270,555	$9,209,416	$9,144,064	$9,067,336	$8,783,798	$3,523,314	$3,112,831
Other liabilities	$278,738	$0	$0	$0	$0	$896,417	$536,907	$499,679
Total liabilities and net assets/fund balances	$24,239,808	$22,346,098	$20,987,800	$21,865,440	$22,564,649	$26,129,225	$26,943,951	$29,078,704
Total net assets or fund balances	$12,427,084	$10,909,736	$9,923,699	$10,723,777	$11,699,119	$14,840,271	$15,862,444	$18,497,420

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$13,155,562	$14,336,807	$14,652,103	$17,529,730	$19,424,706	$24,652,496	$21,314,953	$26,556,511
Total revenue, gains, and other support per audited financial statements	$13,155,562	$14,336,807	$14,757,009	$17,529,730	$19,424,706	$24,652,496	$22,302,117	$26,033,674
Other expenses	$0	$0	$104,906	$0	$0	$0	$987,164	$-522,837
Net unrealized gains on investments	$0	$0	$104,906	$0	$0	$0	$924,750	$-522,837
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$62,414	$0
Other revenue	$0	$0	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$14,973,752	$15,283,163	$15,743,046	$16,729,652	$18,449,364	$20,974,437	$21,279,944	$23,368,126
Total expenses and losses per audited financial statements	$14,973,752	$15,283,163	$15,743,046	$16,729,652	$18,449,364	$20,974,437	$21,279,944	$23,398,695
Other revenue	$0	$0	$0	$0	$0	$0	$0	$30,569
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$30,569
Other expenses	$0	$0	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
40	$112,500	$0	$0
1	$61,188	$2,931	$0
40	$109,166	$11,661	$0
40	$124,166	$11,008	$0
40	$133,333	$11,023	$0
40	$146,991	$12,133	$24,999

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	21
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	353

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$166,608	$21,712,557
Program service revenue
Program service revenue 1	000000	$0	00	$0	$17,177,436
Program service revenue 2	000000	$0	00	$0	$2,299,272
Program service revenue 3	000000	$0	00	$0	$1,886,134
Program service revenue 4	000000	$0	00	$0	$299,109
Program service revenue 5	000000	$0	00	$0	$50,606
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	Income from an activity that is not regularly carried on (section 512(a)(1))	$23,884	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$143,744	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Income from an activity that is not regularly carried on (section 512(a)(1))	$-1,020	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$107,064	$0	$0
$84,996	$10,921	$0
$87,633	$3,958	$0
$79,904	$9,212	$0
$75,525	$12,422	$0

Total number of other employees paid over $50,000	53

Total number of other employees paid over $50,000

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	No
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	School

	1999	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$0	$0	$0	$0	$0	$0	$0	$0
Gifts, grants, and contributions received	$0	$0	$0	$0	$0	$0	$0	$0
Membership fees received	$0	$0	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$0	$0	$0	$0	$0	$0	$0	$0
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	The Board Of Trustees Of The Leland Stanford Junior University	3145 Porter Drive, Palo Alto, CA 94304-1234	CA	1996-10	$24,194,977,828
2	University Of Southern California	University Gardens Ste 205, Los Angeles, CA 90089-0001	CA	1934-10	$3,954,173,592
3	Loma Linda University	PO BOX 2000, Loma Linda, CA 92354-0200	CA	1950-01	$3,315,441,382
4	California Institute Of Technology	1200 California Blvd M/C 169-84, Pasadena, CA 91125-0001	CA	1937-02	$2,823,917,000
5	University Of The Pacific	3601 Pacific Ave, Stockton, CA 95211-0110	CA	1963-12	$819,105,039
6	University Of San Diego	5998 Alcala Park, San Diego, CA 92110-8001	CA	1946-03	$688,142,407
7	President-Board Of Trustees Santa Clara College, Society Of Women Engineers	500 El Camino Real, Santa Clara, CA 95053	CA	1937-01	$629,795,473
8	Chapman University	1 University Dr, Orange, CA 92866-1005	CA	1951-04	$577,564,050
9	Pepperdine University	24255 Pacific Coast Highway, Malibu, CA 90263-3999	CA	1940-12	$445,463,546
10	University Of San Francisco	2130 Fulton St, San Francisco, CA 94117-1080	CA	1986-01	$437,662,680
11	William Carey University	498 Tuscan Ave Box 2, Hattiesburg, MS 39401-5461	MS	1973-03	$82,693,678
12	Mount Saint Vincent University	166 Bedford Highway, Halifax	international	1981-08	$48,966,246
13	Emory, Group Return	1440 Clifton Rd Ne Whscab Ste 309, Atlanta, GA 30322-0001	GA	2011-06	$1,342,412,951
14	University Of Science & Philosophy	PO BOX 520, Waynesboro, VA 22980-0384	VA	1958-12	$227,455
15	Emory Innovations Inc	201 Dowman Dr Ne 101 Admin Bldg, Atlanta, GA 30322-0001	GA	2011-06	$0
16	Emorysaint Joseph's Inc	1440 Clifton Road Ne Whscab, Atlanta, GA 30322	GA	2011-06	$0
17	Great Lakes University	Po Box 4347, Auburn Hills, MI 48326	MI	2007-09	$0
18	Medical And Technological University Of America Foundation	683 Windmill Ct, Fremont, CA 94539	CA	2007-11	$0
19	Momentum Leadership School Of Ministry Inc	15 Kibbe Road, East Longmeadow, MA 01028	MA	2009-07	$0
20	Nelson Mandella Institution For Knowledge Building & Advancement	1825 I St Nw Ste 400, Washington, DC 20006-5415	DC	2007-12	$0

Number of organizations performing similar types of work

Alaska	1
Alabama	4
Arkansas	1
Arizona	2
California	36
Colorado	5
Connecticut	9
District of Columbia	6
Delaware	2
Florida	10
Georgia	10
Hawaii	2
Iowa	7
Illinois	19
Indiana	6
Kansas	4
Kentucky	4
Louisiana	4
Massachusetts	19
Maryland	7
Maine	2
Michigan	11
Minnesota	5

Missouri	9
Mississippi	1
North Carolina	11
North Dakota	1
Nebraska	2
New Hampshire	3
New Jersey	12
New York	37
Ohio	20
Oklahoma	5
Oregon	5
Pennsylvania	29
Rhode Island	3
South Carolina	2
Tennessee	6
Texas	20
Utah	1
Virginia	11
Vermont	3
Washington	9
Wisconsin	8
West Virginia	2
International	20

Total

396

Affiliation	Name	Address	State	Established	Total Income
20 biggest affiliated organizations
Subordinate	Saint Francis Hospital Inc	6600 S Yale Ave, Tulsa, OK 74136-3347	OK	1946-03	$3,970,090,877
Subordinate	Franciscan Alliance Inc	1515 W Dragoon Trl, Mishawaka, IN 46544-4710	IN	1946-03	$2,596,912,525
Subordinate	Peacehealth, Ketchikan Medical Center	1115 Se 164th Ave Dept 332, Vancouver, WA 98683-8003	WA	1965-01	$2,090,551,281
Subordinate	Osf Healthcare System	800 Ne Glen Oak Ave, Peoria, IL 61603-3200	IL	1946-03	$1,896,415,307
Subordinate	St Elizabeth Medical Center Inc	1 Medical Village Dr, Edgewood, KY 41017-3403	KY	1946-03	$1,877,972,561
Subordinate	Providence Health System-Southern California	PO BOX 389672, Seattle, WA 98138-9672	WA	1946-03	$1,724,724,506
Subordinate	Christus Health	919 Hidden Rdg, Irving, TX 75038-3813	TX	1946-03	$1,654,479,614
Subordinate	Catholic Health Initiatives	198 Inverness Dr W, Englewood, CO 80112-5202	CO	1946-03	$1,639,118,386
Subordinate	Catholic Health Initiatives Colorado, St Anthony North Hospital	3025 S Parker Road Suite 510, Aurora, CO 80014-2911	CO	1946-03	$1,621,612,108
Subordinate	St Vincent Hospital & Health Care	2001 W 86th St, Indianapolis, IN 46260-1991	IN	1946-03	$1,327,567,131
Subordinate	Catholic Healthcare West Southern California	PO BOX 1507, San Gabriel, CA 91778-1507	CA	1946-03	$1,248,417,601
Subordinate	Providence Medical Research Center	101 W 8th Ave, Spokane, WA 99204-2307	WA	1946-03	$1,231,839,049
Subordinate	Franciscan Health System	1717 S J St, Tacoma, WA 98405-4933	WA	1946-03	$1,205,494,228
Subordinate	Mount Carmel Health System	6150 E Broad St, Columbus, OH 43213-1574	OH	1946-03	$1,198,797,166
Subordinate	Ssm St Clare Health Center	10101 Woodfield Lane, St Louis, MO 63132-2937	MO	1946-03	$1,179,575,580
Subordinate	University Of Dayton, Phi Sigma Rho	337 Stonemill Road, Dayton, OH 45409	OH	1976-07	$1,170,175,935
Subordinate	Mercy Hospitals East Communities, Mercy Hospital St Louis	645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846	MO	1946-03	$1,107,258,738
Subordinate	Presence Hospitals Prv	9223 W Saint Francis Rd, Frankfort, IL 60423-8330	IL	1946-03	$1,104,334,849
Subordinate	Mercy Hospital Springfield	645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846	MO	1946-03	$965,658,386
Subordinate	St Francis Hospital United States Catholic Conference	100 Port Washington Blvd, Roslyn, NY 11576-1347	NY	1946-03	$949,972,252

Number of affiliated organizations

Alaska	87
Alabama	75
Arkansas	52
Arizona	235
California	1,063
Colorado	200
Connecticut	195
District of Columbia	121
Delaware	35
Florida	465
Georgia	158
Hawaii	41
Iowa	402
Idaho	30
Illinois	817
Indiana	365
Kansas	230
Kentucky	119
Louisiana	416
Massachusetts	600
Maryland	399
Maine	72
Michigan	426
Minnesota	309
Missouri	520
Mississippi	60

Montana	57
North Carolina	98
North Dakota	148
Nebraska	299
New Hampshire	97
New Jersey	457
New Mexico	121
Nevada	55
New York	1,371
Ohio	598
Oklahoma	90
Oregon	141
Pennsylvania	860
Rhode Island	94
South Carolina	43
South Dakota	112
Tennessee	80
Texas	852
Utah	18
Virginia	137
Vermont	62
Washington	195
Wisconsin	621
West Virginia	92
Wyoming	19
International	36