2024-03-20T13:32:43-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-07-01 941167403 INTERNATIONAL HOUSE INTE 5106438315 2299 PIEDMONT AVENUE BERKELEY CA 947202320 SHAUN CARVER EXECUTIVE DIRECTOR 5106438315 2024-03-13 1 SHAUN CARVER 999009999 0 BRIAN YACKER P00401346 9492222999 2024-03-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAUN CARVER 2299 PIEDMONT AVENUE BERKELEY CA 947202320 18443160 0 X HTTP://IHOUSE.BERKELEY.EDU X 1929 CA PROMOTION OF A MORE TOLERANT AND PEACEFUL WORLD. 21 20 48 20 0 0 1037934 1933328 12349278 14588047 1098028 798278 251716 208300 14736956 17527953 785656 831970 0 0 3013585 4536257 0 0 819894 10656282 16313873 14455523 21682100 281433 -4154147 34188045 32742524 4340889 5193163 29847156 27549361 TO FOSTER INTERCULTURAL RESPECT AND UNDERSTANDING, LIFELONG FRIENDSHIPS, AND LEADERSHIP SKILLS FOR A MORE JUST AND PEACEFUL WORLD. 0 0 12062592 831970 13474357 INTERNATIONAL HOUSE IS A MULTI-CULTURAL CAMPUS RESIDENT AND PROGRAM CENTER THAT PROVIDED ROOM AND BOARD FOR APPROXIMATELY 1,000 INDIVIDUALS; PROVIDED A SOCIAL ENVIRONMENT FOR STUDENTS FROM APPROXIMATELY 70 COUNTRIES WORLDWIDE; AND PROVIDED INTERCULTURAL PROGRAMS TO FURTHER INTERNATIONAL UNDERSTANDING. 7234941 1113690 THE STUDENT AND OUTSIDE PROGRAMS ARE DELIVERED BY THE ROBERTSON CENTER FOR INTERCULTURAL LEADERSHIP PROGRAMS (RCILP). THE ROBERTSON CENTER FOR INTERCULTURAL LEADERSHIP PROGRAMS (RCILP) IS TO SUPPORT THE MISSION OF I-HOUSE TO FOSTER RESPECT, UNDERSTANDING, LIFELONG FRIENDSHIPS, AND LEADERSHIP SKILLS FOR A MORE JUST AND PEACEFUL WORLD. 19297533 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 9 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 5106438315 2299 PIEDMONT AVENUE BERKELEY CA 947202320 SHAUN CARVER EXECUTIVE DIRECTOR 40.00 X X 302855 0 81003 WILLIAM GONG CFO 40.00 X 163489 0 35718 ROXANNE PIFER VP OF HOUSE OPERATIONS 40.00 X 166894 0 26776 CEDRIC MARTIN VP OF HOSPITALITY SERVICES 40.00 X 157116 0 24930 CHORY BANEZ SECRETARY 40.00 X 100750 0 15010 ELIZABETH NAYELI VIVANCO VP OF LEADERSHIP PROGRAMS 40.00 X 101731 0 11816 CAROL CHRIST CHAIR 1.00 X X 0 0 0 JAY PAXTON VICE-CHAIR 5.00 X X 0 0 0 EUGENE YANO TREASURER 3.00 X X 0 0 0 JAMES LICHAU SR CHAIR, AUDIT COMMITTEE 1.00 X 0 0 0 BUKOLA MABADEJE CHAIR, DEVELOPMENT COMMITTEE 1.00 X 0 0 0 RONALD SILVA CHAIR, HOUSE COMMITTEE 20.00 X 0 0 0 JAWAHAR GIDWANI CHAIR, NOMINATION COMMITTEE 1.00 X 0 0 0 JOHN BRONSON DIRECTOR 2.00 X 0 0 0 MARK CAVAGNERO DIRECTOR 1.00 X 0 0 0 ROBERT DUFFY DIRECTOR 1.00 X 0 0 0 MARC FISHER DIRECTOR 1.00 X 0 0 0 ERNEST GUNDLING DIRECTOR 1.00 X 0 0 0 CHARLES GUO DIRECTOR 1.00 X 0 0 0 JOAN KASK DIRECTOR 1.00 X 0 0 0 MATTHEW KOCHER SR DIRECTOR 1.00 X 0 0 0 KIT CHOY LOKE DIRECTOR 1.00 X 0 0 0 CYNTHIA MURPHY-ORTEGA DIRECTOR 1.00 X 0 0 0 JORDAN TSE DIRECTOR 1.00 X 0 0 0 WILLIAM WIEBE DIRECTOR 1.00 X 0 0 0 ROBERT WONG DIRECTOR 1.00 X 0 0 0 992835 0 195253 6 0 1 0 THE REGENTS OF UC 140 UNIVERSITY HALL BERKELEY CA 94720 PERSONNEL, UTILITIES, FACILITIES 4547140 PLANT CONSTRUCTION 300 NEWHALL STREET SAN FRANCISCO CA 94124 CONTRACTOR / FACILITIES UPGRADES 3658569 BABER TECHNICAL CONSULTING INC 2246 6TH ST BERKELEY CA 94710 IT SUPPORT 156740 ANDREA ELLIOTT CONSULTING LLC 2939 VARDEN AVENUE SAN JOSE CA 95124 FINANCIAL/ADMINISTRATIVE SERVICES 127081 NICHOLS CONSULTING ENGINEERS 1885 S ARLINGTON AVE SUITE 111 RENO NV 89509 FACILITIES UPGRADES 109302 6 1933328 48093 1933328 STUDENT FEES 611710 13474357 13474357 STUDENT/OUTSIDE PGRMS 611710 1113690 1113690 14588047 568615 568615 266170 15780 101902 0 164268 15780 180048 180048 1037866 808203 229663 229663 229663 33354 5102 28252 28252 17527953 14588047 0 1006578 288010 288010 543960 543960 979570 569404 362506 47660 1846635 1607056 98089 141490 216279 190241 4996 21042 1219531 969220 118148 132163 274242 224409 29516 20317 3888720 3203516 345401 339803 44060 33176 10884 184861 184861 1186291 921695 236861 27735 29626 27948 1678 439347 365235 26775 47337 1032816 1032816 19267 8077 9601 1589 254753 171643 76015 7095 CONSTRUCTION 5164957 5164957 FOOD 2616333 2597788 17588 957 REPAIRS AND MAINTENANCE 1072911 1071836 1075 COMMUNICATIONS 197235 174611 6708 15916 182696 165111 11679 5906 21682100 19297533 1564673 819894 4979890 373347 2012558 1091706 483887 1411641 84639 425461 84763 106561 288812 340292 25797228 28584582 456268 408934 34188045 32742524 1994037 1970562 1741352 2340101 605500 882500 4340889 5193163 X 11830398 7380098 18016758 20169263 29847156 27549361 34188045 32742524 -4154147 1856352 0 X X 0 1 X 1 0 X 375300 4275296 1017564 1037934 1933328 8639422 16178947 13657430 566271 12349278 14588047 57339973 33354 33354 16554247 17932726 1583835 13387212 16554729 66012749 38972 58322 192654 130884 90507 511339 0 38972 58322 192654 130884 90507 511339 65501410 515841 538648 376362 608318 850565 2889734 515841 538648 376362 608318 850565 2889734 44497 44497 27414 27414 17097502 18471374 1960197 14040027 17405294 68974394 0.94960 0.95590 0.04190 0.03610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16837555 228911 1468366 584059 17950773 18932759 443064 -2083379 440889 14000 16837555 15941615 125521 2968957 103334 18932759 15432462 86812 953126 530276 27509 15941615 14867443 82247 1029710 513998 32940 15432462 0.00000 0.57639 0.42361 1 0 0 ROOM SECURITY DEPOSITS 882500 882500 X 18298789 1856352 -1192520 663832 17634957 -107004 -107004 17527953 20596584 107004 107004 20489580 1192520 1192520 21682100 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE ROOM AND BOARD SCHOLARSHIPS TO RESIDENTS, AS WELL AS TO PROVIDE PROGRAMMING AND BUILDING IMPROVEMENTS TO MAKE THE RESIDENT'S STAY AS INTERESTING, COMFORTABLE AND PLEASANT AS POSSIBLE. PART X, LINE 2: THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI) GENERATED BY ITS NON-MARKETABLE INVESTMENTS. MANAGEMENT BELIEVES TAX LIABILITIES RELATING TO UBTI ARE NOT MATERIAL AT JUNE 30, 2023 OR 2022. THE ORGANIZATION APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE THE ORGANIZATION'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. MANAGEMENT BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAXES HAS BEEN RECORDED AT JUNE 30, 2023 OR 2022. INTERNATIONAL HOUSE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE CALIFORNIA EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -831,970. RESIDENT ADVISOR COMPENSATION -360,550. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -5,102. RENTAL EXPENSE -101,902. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,102. RENTAL EXPENSE 101,902. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 831,970. RESIDENT ADVISOR COMPENSATION 360,550. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 161390 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 153630 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 92100 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 39000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 53920 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 18000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION. 25920 0 0 0 0 0 0 543960 0 543960 ROOM AND BOARD GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 29 161390 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT EAST ASIA AND THE PACIFIC 8 153630 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT SOUTH ASIA 19 92100 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT MIDDLE EAST AND NORTH AFRICA 7 39000 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT SUB-SAHARAN AFRICA 7 53920 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT SOUTH AMERICA 2 18000 DEPOSIT INTO STUDENT ACCT ROOM AND BOARD GRANT NORTH AMERICA 2 25920 DEPOSIT INTO STUDENT ACCT 0 0 0 0 0 0 PART I, LINE 2: INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR STIPULATIONS. PART III ACCOUNTING METHOD: 1 ROOM/BOARD SUPPORT 33 288010 PART I, LINE 2: INTERNATIONAL HOUSE HAS AN APPLICATION, MONITORING AND APPROVAL PROCEDURE TO ENSURE THAT HOUSING GRANTS ARE ONLY PROVIDED TO NEEDY STUDENTS WHO ARE ENROLLED AT THE UNIVERSITY OF CALIFORNIA, BERKELEY AND MEET ACCEPTABLE ACADEMIC PERFORMANCE STANDARDS. IN SOME CASES, THERE MAY BE ADDITIONAL DONOR STIPULATIONS. X X 0 0 0 0 0 0 0 0 0 SHAUN CARVER EXECUTIVE DIRECTOR 280500 0 22355 0 0 0 50786 0 30217 0 383858 0 0 0 WILLIAM GONG CFO 163489 0 0 0 0 0 16338 0 19380 0 199207 0 0 0 ROXANNE PIFER VP OF HOUSE OPERATIONS 160301 0 6593 0 0 0 7438 0 19338 0 193670 0 0 0 CEDRIC MARTIN VP OF HOSPITALITY SERVICES 157116 0 0 0 0 0 14140 0 10790 0 182046 0 0 0 X 1536 FMV X STEEL & IRON 1 46557 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD. AFTER ALL CORRECTIONS/QUESTIONS ARE RESOLVED WITH THE BOARD, THE FORM 990 IS APPROVED BY THE BOARD AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WE ASK ALL OFFICERS AND BOARD MEMBERS TO COMPLETE THE CONFLICT OF INTEREST FORM EVERY YEAR, AND THEN FOLLOW UP ON ANY QUESTIONS/EXCEPTIONS. ALL COMPLETED POLICY QUESTIONNAIRES ARE REVIEWED BY THE NOMINATIONS COMMITTEE OF THE BOARD FOR THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST. ONCE THE SECRETARY OF THE CORPORATION HAS RECEIVED THE DOCUMENTS AND NOTES ANY COMMENT, THE BOARD TAKES ACTION ON ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 UC STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, A SPECIAL PURPOSE GOVERNMENT ENTITY OF CALIFORNIA. ALL COMPENSATION IS SET BY THE BANDS AND LEVELS OF THE UNIVERSITY COMPENSATION SYSTEM AND ANY RAISES OR BENEFITS ARE DETERMINED BY THE UNIVERSITY AS WELL. COMPENSATION IS LINKED TO THE BAND/LEVEL THAT IS MAPPED TO THE JOB DESCRIPTION AND DETERMINED, APPROVED AND RECORDED BY THE UNIVERSITY. OFFICER AND KEY EMPLOYEE'S COMPENSATION IS REVIEWED BY BOARD EXECUTIVE AND FINANCE COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT MAKE ANY CHANGES TO THE OVERSIGHT PROCESS. BERKELEY INTERNATIONAL CENTER LLC 2299 PIEDMONT AVENUE BERKELEY CA 94720 DEVELOPMENT OF FINANCING PLAN FOR SECOND INTERNATIONAL HOUSE FACILITY CA 0 0 INTERNATIONAL HOUSE CHARITABLE REMAINDER UNITRUST (1) INVESTMENTS CA INTERNATIONAL HOUSE T 1.00000 0 POOLED INCOME FUND (1) INVESTMENTS CA INTERNATIONAL HOUSE T 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0