Nonprofit · EIN 27-2912448
UNIVERSITY OF SAINT KATHERINE
Tax-exempt (reinstated) · SAN MARCOS, CA 92069
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990 | $6,431,207 | $8,294,665 | -$1,863,458 | $6,517,769 | $6,515,982 | $1,787 |
Financial details: 990 for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $214,638
- of which government grants
- $42,272
- Program service revenue
- $6,131,585
- Investment income
- $486
- Net rental income
- $45,675
- Other revenue
- $84,498
Expenses
- Grants and similar amounts paid
- $2,424,325
- Compensation of officers, directors and key employees
- $140,000
- Other salaries and wages
- $2,731,323
- Salaries, compensation and benefits (total)
- $3,106,539
- Professional fundraising fees
- $0
- Legal fees
- $11,574
- Accounting fees
- $88,716
- Occupancy
- $1,070,811
- Travel
- $234,574
- Depreciation
- $35,716
- Program services (functional)
- $7,067,556
- Management and general (functional)
- $1,203,634
- Fundraising (functional)
- $23,475
Balance sheet and other
- Total assets, start of year
- $2,332,105
- Total assets, end of year
- $6,517,769
- Total liabilities, end of year
- $6,515,982
- Net assets, end of year
- $1,787
- Land, buildings and equipment
- $120,445
- Net assets without donor restrictions
- -$647,577
- Net assets with donor restrictions
- $649,364
- Gross receipts
- $6,563,269
- Employees
- 163
- Volunteers
- 14
- Year formed
- 2010
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frank Papatheofanis | President/Interm Secretary Officer | 40 | $140,000 |
| Marina Trigoni | Chief Operating Officer / VP of Enrollment Mgmt Highest-paid employee | 40 | $109,472 |
| Concetta Smarius | Trustee/Chair Audit & Finance Committee (treasurer) Trustee or director, Officer | 1 | $0 |
| Daniel Braun | Chairman of the board Trustee or director, Officer | 1 | $0 |
| Andrew Geleris | Trustee Trustee or director | 1 | $0 |
| Arturo Alemany | Trustee Trustee or director | 1 | $0 |
| Carol Vassiliadis | Trustee Trustee or director | 1 | $0 |
| David Aberizk | Trustee Trustee or director | 1 | $0 |
| Penny Brunner | Trustee Trustee or director | 1 | $0 |
| Steven Kreta | Trustee Trustee or director | 1 | $0 |
| Terry Orr-Weaver | Trustee Trustee or director | 1 | $0 |
| Tom Braun | Trustee Trustee or director | 1 | $0 |
| William Nassir | Trustee Trustee or director | 1 | $0 |
| Charlotte Fowler (Part Year) | CFO Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1637 CAPALINA RD, SAN MARCOS, CA 92069-1207
- In care of
- % FRANK PAPATHEOFANIS
- Mailing address (990-N for 2023)
- 277 Rancheros Drive, San Marcos CA 92069
- Principal officer (990 for 2022)
- Dr Frank Papatheofanis, 277 Rancheros Drive 200, San Marcos, CA 92069
- Signed the 990
- Dr Frank Papatheofanis, President
- Phone
- (760) 943-1107
- Website
- www.USK.edu
- Return prepared by
- Capin Crouse LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-2912448 or by the name UNIVERSITY OF SAINT KATHERINE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide a balanced education in the liberal arts & sciences, founded and rooted in the life of the Orthodox Christian Tradition - inquiry seeking wisdom.
Program accomplishments
- University of Saint Katherine's (USK) Athletic Program was created to inspire a diverse group of student-athletes in the developments of spirit, soul, and body through Christ-centered leadership, integrated learning, and athletic excellence. USK received NAIA Full Membership in the Spring of 2019. We strive to meet all standards and regulations of the National Association of Intercollegiate Athletics (NAIA).Expenses $4,532,007 · revenue $5,078,202
- USK is a regionally accredited undergraduate college of liberal arts and sciences that focuses its integrative, interdisciplinary teaching in the core areas of composition, English language and literature, American government and history, economics, business, and the sciences as part of general education and instruction in concentration - specific degree requirements. Outstanding teaching and research - with relevance to the practical world and Christian witness as guiding principles - is our primary purpose - inquiry seeking wisdom. We aim to graduate creative and compassionate leaders. USK's enrollment for 2023 was 232. College programs encompass 19 degree-granting programs, as well as interdisciplinary collaborations, laboratories, and programs whose work cuts across traditional departmental boundaries. We realize these aims in a singularly collegial, interdisciplinary atmosphere, while educating outstanding students to become creative members of society. All students complete a six-semester interdisciplinary core, one semester of college algebra, one semester of introductory statistics and critical problem solving, two semesters of science, one semester of Orthodox Christian theology and one semester of New Testament.Expenses $2,535,549 · grants $2,424,325 · revenue $1,053,383
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 27-2912448
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B28)
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- August 12, 2013
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2023 | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2023 | $6,431,207 | $8,294,665 | $6,517,769 | XML |
| 990 | June 2022 | $8,355,294 | $8,566,934 | $2,332,105 | IRS |
| 990 | June 2021 | $4,321,760 | $3,945,197 | $2,802,140 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2912448).
Questions about UNIVERSITY OF SAINT KATHERINE
- What is the EIN of UNIVERSITY OF SAINT KATHERINE?
- The employer identification number (EIN) of UNIVERSITY OF SAINT KATHERINE is 27-2912448.
- Is UNIVERSITY OF SAINT KATHERINE tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to UNIVERSITY OF SAINT KATHERINE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF SAINT KATHERINE file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of UNIVERSITY OF SAINT KATHERINE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF SAINT KATHERINE last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2023 for the year ended June 30, 2024.
- Who is the principal officer of UNIVERSITY OF SAINT KATHERINE?
- The 990 for the year ended June 30, 2023 names Dr Frank Papatheofanis.
- Who are the officers and directors of UNIVERSITY OF SAINT KATHERINE?
- The 990 for the year ended June 30, 2023 lists 14 people; 2 received compensation from the organization, the highest $140,000 (Frank Papatheofanis, President/Interm Secretary).
- How much revenue does UNIVERSITY OF SAINT KATHERINE have?
- On its 990 for the year ended June 30, 2023 it reported revenue of $6,431,207, expenses of $8,294,665 and total assets of $6,517,769 at year end.
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