{"success":true,"data":{"_id":263793121,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To assist in transforming ourselves into loving so that the greater transformation of the planet to loving will take place. The University has two division: Degree Granting and Continuing Education.","primary_activities":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. Its purpose is to educate heart-based leaders for transformational world service. We focus on developing leaders to have the wisdom to know the source of their loving and then bring that loving to their environment. The first cohort began in August 2011 with their orientation and classes began in September 2011. The program is an action-oriented course of study created for individuals who are passionate about the connection between personal, institutional, organizational and societal transformation. The program includes three semesters per year, which include three four-day intensives in Santa Fe. Over 70% of the coursework and classes are delivered on-line.\n\nThe Continuing Education is Insight Seminars, which was its own non-profit and merged into Insight University January 1, 2011. Insight Seminars offers an experiential, transformational education where participants explore the \"heart\", the center of the authentic SELF and brings a 33 year history of offering their personal development, leadership and transformational seminars to over one million people in over 34 countries and in over 12 languages. In merging into Insight University and becoming the Continuing Education Division, Insight Seminars continues to offer its transformational seminars to children, teens, adults and businesses in the United States and through international license agreements in other countries throughout the world. The Continuing Education Division consists of four institutes: 1) The John-Roger Institute for Personal Transformation, named after Insight's Founder and Insight University's Chancellor, 2) The Institute for Youth Leadership, 3) The Institute for Leadership thru Service and 4) The Institute for Transformational Leadership. The John-Roger Institute for Personal Transformation offers the Insight Seminar Series in personal transformation to the general public. The Institute for Youth Leadership offers our programs for children and teenagers. The Institute for Leadership thru Service is currently in development and will offer The Giving Heart Seminars with a focus on service to self, family, community and world. 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STANDARDS CODIFICATION (ASC) 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHROITY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED."},{"identifier":"PART V","form_and_line_reference":"LINE 4","explanation":"BOARD DESIGNATED FUNDS, TOTALING $122,009, ARE TO ASSIST FUTURE STUDENTS WITH TUITION AS DEEMED NECESSARY. TEMPORARY RESTRICTED ASSETS ARE DESIGNATED AS FOLLOWS: PERSONAL TRANSFORMATION- $13,153 RESEARCH LIBRARY- 11,161 ======== TOTAL $24,314"}]},"ScheduleE":{"policies":{"nondiscriminatory_policy_statement":true,"policy_statement_in_brochures":true,"policy_publicized_broadcast_media":true},"records":{"maintain_racial_composition_records":true,"maintain_scholarship_records":true,"maintain_copies_brochures":true,"maintain_copies_solicitations":true},"discrimination":{"students_rights_or_privileges":false,"admissions_policies":false,"employment_faculty_or_staff":false,"scholarships_or_financial_aid":false,"educational_policies":false,"use_of_facilities":false,"athletic_programs":false,"other_extracurricular_activities":false},"government_aid":{"received_government_financial_aid":false,"government_financial_aid_revoked":false},"compliance":{"compliance_with_rev_proc_75_50":true},"supplemental_information":[{"identifier":"RACIALLY NONDISCRIMINATORY POLICY","form_and_line_reference":"LINE 3","explanation":"THE NONDISCRIMINATORY POLICY IS STATED IN THE STUDENT HANDBOOK AND ON THE UNIVERISTY BROCHURE. IN ADDITION, THE ORGANIZATION FILES A NOTICE ANNUALLY WITH THE SANTA FE NEW MEXICAN NEWSPAPER."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":0,"reported_domestic_individual_grants":122483,"reported_domestic_individual_grants_program_services":122483,"individual_grants":[{"type":"SCHOLARSHIPS","recipient_count":179,"cash":122483,"noncash":0,"valuation_method":"CASH"}],"total_domestic_grants":122483,"total_domestic_program_services":122483,"detail_individual_grants_total":122483,"detail_domestic_grants_total":122483,"supplemental_information":[{"identifier":"MONITORING","form_and_line_reference":"PART I, LINE 2","explanation":"General Policy - Applications for Outside Funding All apYlications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":true,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":true,"may_suspend_future_funding":true,"may_require_repayment":false,"monitoring_description":"General Policy - Applications for Outside Funding All apYlications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies.","form_and_line_reference":"PART I, LINE 2"}},"ScheduleF":{"reported_foreign_grants":0},"source_xml":"201310669349300421_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To assist in transforming ourselves into loving so that the greater transformation of the planet to loving will take place. The University has two division: Degree Granting and Continuing Education.","primary_activities":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. Its purpose is to educate heart-based leaders for transformational world service. We focus on developing leaders to have the wisdom to know the source of their loving and then bring that loving to their environment. The first cohort began in August 2011 with their orientation and classes began in September 2011. 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In merging into Insight University and becoming the Continuing Education Division, Insight Seminars continues to offer its transformational seminars to children, teens, adults and businesses in the United States and through international license agreements in other countries throughout the world. The Continuing Education Division consists of four institutes: 1) The John-Roger Institute for Personal Transformation, named after Insight's Founder and Insight University's Chancellor, 2) The Institute for Youth Leadership, 3) The Institute for Leadership thru Service and 4) The Institute for Transformational Leadership. The John-Roger Institute for Personal Transformation offers the Insight Seminar Series in personal transformation to the general public. The Institute for Youth Leadership offers our programs for children and teenagers. The Institute for Leadership thru Service is currently in development and will offer The Giving Heart Seminars with a focus on service to self, family, community and world. The Institute for Transformational Leadership is also under development and will offer our seminars to businesses, not-for-profit organizations and NGO's.\n\nOn june 15, 2013 insight seminars was divested from insight university. Therefore, resulting in the ceased operations of the seminar program.","year":2012,"name":"INSIGHT UNIVERSITY","phone":"5059891887","website":"WWW.INSIGHTU.net","type":"990","principal_officer":"GREGORY K STEBBINS PRESIDENT","year_formation":2008,"state_legal_domicile":"NM","total_volunteers":193,"tax_period_begin":"2012-09-01T00:00:00","tax_period_end":"2013-08-31T00:00:00","address":"411 SAINT MICHAELS DRIVE, SANTA FE, NM, 87505, USA","city":"SANTA FE","state":"NM","country":"USA","zip_code":"87505"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":3,"Number of employees total":20,"Total Gross UBI":0,"Number of employees":20,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":true,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":true,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":true,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":1087938,"Contributions":{"value":570246,"Other contributions":570246},"Program revenue":{"value":663550,"Total revenue":{"value":663550,"VARIOUS":663550}},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":-145858,"Other total":-145858,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0}},"Expenses":{"value":1429165,"Grant expense":{"value":279804,"Grants to domestic orgs":0,"Grants to domestic individuals":279804,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":509251,"Current officers":234385,"Disqualified persons":0,"Other salaries and wages":222478,"Pension plan contributions":0,"Other employee benefits":17535,"Payroll taxes":34853},"Other expenses":{"value":640110,"Management services":0,"Legal":8247,"Accounting":45360,"Lobbying services":0,"Investment management fees":0,"Other services":100388,"Advertising":34233,"Office expenses":67292,"Information technology":29204,"Royalties":0,"Occupancy":23293,"Travel":42038,"Conferences and meetings":213139,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":8259,"Insurance":13784,"Travel entertainment public officials":0,"Itemized Expenses":54873}},"Assets":{"value":98671,"Non-interest bearing cash":35195,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":30718,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":15647,"Land, building, equipment":17111,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":50447,"Accounts payable, accrued":10447,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":40000,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":48224},"Form990Details":{"program_service_accomplishments":[{"description":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. 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Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statement of activities or accrued in the statement of financial position. Federal tax returns of the entity are generally open to examination by the relevant taxing authority for a period of three years from the date the returns are filed."},{"identifier":"ENDOWMENT FUNDS:","form_and_line_reference":"PART V, LINE 4-","explanation":"BOARD DESIGNATED FUNDS, TOTALING $33,803, ARE TO ASSIST FUTURE STUDENTS WITH TUITION AS DEEMED NECESSARY."}]},"ScheduleE":{"policies":{"nondiscriminatory_policy_statement":true,"policy_statement_in_brochures":true,"policy_publicized_broadcast_media":true},"records":{"maintain_racial_composition_records":true,"maintain_scholarship_records":true,"maintain_copies_brochures":true,"maintain_copies_solicitations":true},"discrimination":{"students_rights_or_privileges":false,"admissions_policies":false,"employment_faculty_or_staff":false,"scholarships_or_financial_aid":false,"educational_policies":false,"use_of_facilities":false,"athletic_programs":false,"other_extracurricular_activities":false},"government_aid":{"received_government_financial_aid":false,"government_financial_aid_revoked":false},"compliance":{"compliance_with_rev_proc_75_50":true},"supplemental_information":[{"identifier":"RACIALLY NONDISCRIMINATORY POLICY","form_and_line_reference":"LINE 3","explanation":"THE NONDISCRIMINATORY POLICY IS STATED IN THE STUDENT HANDBOOK AND ON THE UNIVERISTY BROCHURE. IN ADDITION, THE ORGANIZATION FILES A NOTICE ANNUALLY WITH THE SANTA FE NEW MEXICAN NEWSPAPER."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":0,"reported_domestic_individual_grants":279804,"reported_domestic_individual_grants_program_services":279804,"individual_grants":[{"type":"SCHOLARSHIPS","recipient_count":170,"cash":279804,"valuation_method":"CASH"}],"total_domestic_grants":279804,"total_domestic_program_services":279804,"detail_individual_grants_total":279804,"detail_domestic_grants_total":279804,"supplemental_information":[{"identifier":"MONITORING:","form_and_line_reference":"PART I, LINE 2-","explanation":"General Policy - Applications for Outside Funding All applications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":true,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":true,"may_suspend_future_funding":true,"may_require_repayment":false,"monitoring_description":"General Policy - Applications for Outside Funding All applications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies.","form_and_line_reference":"PART I, LINE 2-"}},"ScheduleF":{"reported_foreign_grants":0},"ScheduleL":{"loans_summary":{"total_balance_due":40000},"loans_between_organization_and_interested_persons":[{"person_name":"MURILLO PENCHEL","relationship":"TREASURER","purpose":"SUPPORT","original_principal":40000,"balance_due":40000,"loan_to_organization":true,"default":false,"approved_by_board":true,"written_agreement":true,"name":"MURILLO PENCHEL"}],"business_transactions_involving_interested_persons":[{"person_name":"INSIGHT SEMINARS","relationship":"FORMER BOARD MEMBERS","description":"DIVESTITURE OF SEMINAR PROGRAM","amount":146314,"sharing_of_revenues":false,"name":"INSIGHT SEMINARS"}]},"ScheduleN":{"successor_relationships":{"director_of_successor":true,"employee_of_successor":true},"dispositions":[{"person_name":"INSIGHT SEMINARS INC","ein":462869107,"irc_section":"501(C)(3)","distribution_date":"2013-06-15T00:00:00","description":"SEMINARS PROGRAM","fair_market_value":146314,"method_of_fmv_determination":"ACTUAL COST","address_line1":"2101 WILSHIRE BLVD STE 221","city":"SANTA MONICA","state":"CA","zip":"90403","name":"INSIGHT SEMINARS INC","address":"2101 WILSHIRE BLVD STE 221, SANTA MONICA, CA, 90403"}],"supplemental_information":[{"identifier":"OFFICER INVOLVEMENT IN TRANSFER:","form_and_line_reference":"PART II, LINE 2A & B","explanation":"CANDACE SEMIGRAN - BOARD MEMBER/ EXECUTIVE VP - NO BENEFITS RECEIVED MATTHEW MOLITCH - BOARD MEMBER- NO BENEFITS RECEIVED RUSSELL BISHOP - BOARD MEMBER - NO BENEFITS RECEIVED"}]},"source_xml":"201440409349300404_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To assist in transforming ourselves into loving so that the greater transformation of the planet to loving will take place. The University has two division: Degree Granting and Continuing Education.","primary_activities":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. Its purpose is to educate heart-based leaders for transformational world service. We focus on developing leaders to have the wisdom to know the source of their loving and then bring that loving to their environment. The first cohort began in August 2011 with their orientation and classes began in September 2011. The program is an action-oriented course of study created for individuals who are passionate about the connection between personal, institutional, organizational and societal transformation. The program includes three semesters per year, which include three four-day intensives in Santa Fe. Over 70% of the coursework and classes are delivered on-line.\n\nThe Continuing Education is Insight Seminars, which was its own non-profit and merged into Insight University January 1, 2011. Insight Seminars offers an experiential, transformational education where participants explore the \"heart\", the center of the authentic SELF and brings a 33 year history of offering their personal development, leadership and transformational seminars to over one million people in over 34 countries and in over 12 languages. In merging into Insight University and becoming the Continuing Education Division, Insight Seminars continues to offer its transformational seminars to children, teens, adults and businesses in the United States and through international license agreements in other countries throughout the world. The Continuing Education Division consists of four institutes: 1) The John-Roger Institute for Personal Transformation, named after Insight's Founder and Insight University's Chancellor, 2) The Institute for Youth Leadership, 3) The Institute for Leadership thru Service and 4) The Institute for Transformational Leadership. The John-Roger Institute for Personal Transformation offers the Insight Seminar Series in personal transformation to the general public. The Institute for Youth Leadership offers our programs for children and teenagers. The Institute for Leadership thru Service is currently in development and will offer The Giving Heart Seminars with a focus on service to self, family, community and world. The Institute for Transformational Leadership is also under development and will offer our seminars to businesses, not-for-profit organizations and NGO's.\n\nOn january 1, 2011, insight seminars (ein 95-4508621) merged with insight university. As a direct result of this merger, insight university's programs expanded to include the programs previously offered by insight seminars. See attachment 2, (for form 990, part iii - program service, line 4b) which describes the program in detail.","year":2010,"name":"INSIGHT UNIVERSITY","phone":"5059891887","website":"WWW.INSIGHTU.net","type":"990","principal_officer":"GREGORY K STEBBINS PRESIDENT","year_formation":2008,"state_legal_domicile":"NM","total_volunteers":66,"tax_period_begin":"2010-09-01T00:00:00","tax_period_end":"2011-08-31T00:00:00","address":"411 SAINT MICHAELS DRIVE, SANTA FE, NM, 87505, USA","city":"SANTA FE","state":"NM","country":"USA","zip_code":"87505"},"Governance":{"501c3 determination":true,"Number of voting members":7,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":true,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":1509593,"Contributions":{"value":1098936,"Other contributions":1098936},"Program revenue":{"value":409768,"Total revenue":409768,"Unrelated business revenue":0},"Investment income":{"value":889,"Investment income total":889,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0}},"Expenses":{"value":878739,"Grant expense":{"value":66238,"Grants to domestic orgs":8068,"Grants to domestic individuals":58170,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":305735,"Current officers":77165,"Disqualified persons":0,"Other salaries and wages":189938,"Pension plan contributions":0,"Other employee benefits":17347,"Payroll taxes":21285},"Other expenses":{"value":506766,"Management services":0,"Legal":1200,"Accounting":43877,"Lobbying services":0,"Investment management fees":0,"Other services":17613,"Advertising":21788,"Office expenses":17911,"Information technology":21151,"Royalties":0,"Occupancy":38746,"Travel":100488,"Conferences and meetings":216998,"Interest":27,"Payments to affiliates":0,"Depreciation and depletion":11131,"Insurance":7968,"Travel entertainment public officials":0,"Itemized Expenses":{"value":7868,"VARIOUS":7868}}},"Assets":{"value":735044,"Non-interest bearing cash":246606,"Savings and temp cash investments":180750,"Pledges and grants receivable":5000,"Prepaid expenses deferred charges":27536,"Land, building, equipment":37396,"Other assets":237756},"Liabilities":{"value":89300,"Accounts payable, accrued":24015,"Deferred, revenue":65285},"Fund balance":{"value":645744},"Form990Details":{"program_service_accomplishments":[{"description":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. Its purpose is to educate heart-based leaders for transformational world service. We focus on developing leaders to have the wisdom to know the source of their loving and then bring that loving to their environment. The first cohort began in August 2011 with their orientation and classes began in September 2011. The program is an action-oriented course of study created for individuals who are passionate about the connection between personal, institutional, organizational and societal transformation. The program includes three semesters per year, which include three four-day intensives in Santa Fe. Over 70% of the coursework and classes are delivered on-line.","expense":281395,"grants":66238,"revenue":0},{"description":"The Continuing Education is Insight Seminars, which was its own non-profit and merged into Insight University January 1, 2011. Insight Seminars offers an experiential, transformational education where participants explore the \"heart\", the center of the authentic SELF and brings a 33 year history of offering their personal development, leadership and transformational seminars to over one million people in over 34 countries and in over 12 languages. In merging into Insight University and becoming the Continuing Education Division, Insight Seminars continues to offer its transformational seminars to children, teens, adults and businesses in the United States and through international license agreements in other countries throughout the world. The Continuing Education Division consists of four institutes: 1) The John-Roger Institute for Personal Transformation, named after Insight's Founder and Insight University's Chancellor, 2) The Institute for Youth Leadership, 3) The Institute for Leadership thru Service and 4) The Institute for Transformational Leadership. The John-Roger Institute for Personal Transformation offers the Insight Seminar Series in personal transformation to the general public. The Institute for Youth Leadership offers our programs for children and teenagers. The Institute for Leadership thru Service is currently in development and will offer The Giving Heart Seminars with a focus on service to self, family, community and world. The Institute for Transformational Leadership is also under development and will offer our seminars to businesses, not-for-profit organizations and NGO's.","expense":429983,"grants":0,"revenue":409768}],"program_service_revenue_detail":[{"business_code":"611430","description":"SEMINAR 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K STEBBINS PRESIDENT","address_line1":"411 ST MICHALES DRIVE STE 2","city":"SANTA FE","state":"NM","zip":"87505"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_separate":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":true,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"person_name":"GREGORY K STEBBINS","phone":"5059891887","address_line1":"411 SAINT MICHAELS DRIVE STE 2","city":"SANTA FE","state":"NM","zip":"87505"},"officers_directors_key_employees":[{"title":"PRESIDENT","average_hours_per_week":50.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"ACADEMIC VICE PRESIDENT","average_hours_per_week":10.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TREASURER","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY","average_hours_per_week":5.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"EXECUTIVE VICE PRESIDENT","average_hours_per_week":50.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TRUSTEE","average_hours_per_week":0.25,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.25,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleA":{"public_charity_status":{"school_170b1_aii":true}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":0,"contributions":473467,"other_expenditures":197550,"end_year_balance":275917},"current_year_minus1":{"beginning_year_balance":0,"end_year_balance":0},"current_year_minus2":{"beginning_year_balance":0,"end_year_balance":0},"board_designated_eoy_percentage":0.57553,"permanent_endowment_eoy_percentage":0.42447,"term_endowment_eoy_percentage":0.0,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"leasehold_improvements":{"other_cost_or_other_basis":12011,"book_value":10295,"depreciation":1716},"equipment":{"other_cost_or_other_basis":19981,"book_value":14572,"depreciation":5409},"other_land_buildings":{"other_cost_or_other_basis":16535,"book_value":12529,"depreciation":4006},"total_book_value":37396},"other_assets":{"assets":[{"description":"LICENSE RIGHTS","book_value":237756}],"total_book_value":237756},"other_liabilities":{"federal_income_tax_liability":0,"total_liability":0},"net_assets_reconciliation":{"total_revenue":1509593,"total_expenses":878739,"excess_or_deficit_for_year":630854,"excess_or_deficit_per_financial_statements":630854},"revenue_reconciliation":{"total_revenue_audited_financial_statements":1509593,"revenue_subtotal":1509593,"total_revenue_per_990":1509593},"expense_reconciliation":{"total_expenses_audited_financial_statements":878739,"expenses_subtotal":878739,"total_expenses_per_990":878739},"supplemental_information":[{"identifier":"FIN 48","form_and_line_reference":"PART X, LINE 2","explanation":"THE SCHOOL IS A NONPROFIT ORGANIZATION THAT IS PUBLICLY SUPPORTED AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A) AS A 501(C)(3) ORGANIZATION. ACCORDINGLY, NO FEDERAL INCOME TAX IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHROITY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED."}]},"ScheduleE":{"policies":{"nondiscriminatory_policy_statement":true,"policy_statement_in_brochures":true,"policy_publicized_broadcast_media":true},"records":{"maintain_racial_composition_records":true,"maintain_scholarship_records":true,"maintain_copies_brochures":true,"maintain_copies_solicitations":true},"discrimination":{"students_rights_or_privileges":false,"admissions_policies":false,"employment_faculty_or_staff":false,"scholarships_or_financial_aid":false,"educational_policies":false,"use_of_facilities":false,"athletic_programs":false,"other_extracurricular_activities":false},"government_aid":{"received_government_financial_aid":false,"government_financial_aid_revoked":false},"compliance":{"compliance_with_rev_proc_75_50":true},"supplemental_information":[{"identifier":"RACIALLY NONDISCRIMINATORY POLICY","form_and_line_reference":"LINE 3","explanation":"THE NONDISCRIMINATORY POLICY IS STATED IN THE STUDENT HANDBOOK AND ON THE UNIVERISTY BROCHURE. IN ADDITION, THE ORGANIZATION FILES A NOTICE ANNUALLY WITH THE SANTA FE NEW MEXICAN NEWSPAPER."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":8068,"reported_domestic_individual_grants":58170,"reported_domestic_org_grants_program_services":8068,"reported_domestic_individual_grants_program_services":58170,"no_grant_over_5000":true,"individual_grants":[{"type":"SCHOLARSHIPS","recipient_count":49,"cash":58170,"noncash":0,"valuation_method":"CASH"}],"total_domestic_grants":66238,"total_domestic_program_services":66238,"detail_individual_grants_total":58170,"detail_domestic_grants_total":58170,"supplemental_information":[{"identifier":"MONITORING","form_and_line_reference":"PART I, LINE 2","explanation":"General Policy - Applications for Outside Funding All applications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":true,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":true,"may_suspend_future_funding":true,"may_require_repayment":false,"monitoring_description":"General Policy - Applications for Outside Funding All applications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies.","form_and_line_reference":"PART I, LINE 2"}},"ScheduleF":{"reported_foreign_grants":0},"source_xml":"201220769349300202_public.xml"}],"Latest":{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"To assist in transforming ourselves into loving so that the greater transformation of the planet to loving will take place. The University has two division: Degree Granting and Continuing Education.","primary_activities":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. Its purpose is to educate heart-based leaders for transformational world service. We focus on developing leaders to have the wisdom to know the source of their loving and then bring that loving to their environment. The first cohort began in August 2011 with their orientation and classes began in September 2011. The program is an action-oriented course of study created for individuals who are passionate about the connection between personal, institutional, organizational and societal transformation. The program includes three semesters per year, which include three four-day intensives in Santa Fe. Over 70% of the coursework and classes are delivered on-line.\n\nThe Continuing Education is Insight Seminars, which was its own non-profit and merged into Insight University January 1, 2011. Insight Seminars offers an experiential, transformational education where participants explore the \"heart\", the center of the authentic SELF and brings a 33 year history of offering their personal development, leadership and transformational seminars to over one million people in over 34 countries and in over 12 languages. In merging into Insight University and becoming the Continuing Education Division, Insight Seminars continues to offer its transformational seminars to children, teens, adults and businesses in the United States and through international license agreements in other countries throughout the world. The Continuing Education Division consists of four institutes: 1) The John-Roger Institute for Personal Transformation, named after Insight's Founder and Insight University's Chancellor, 2) The Institute for Youth Leadership, 3) The Institute for Leadership thru Service and 4) The Institute for Transformational Leadership. The John-Roger Institute for Personal Transformation offers the Insight Seminar Series in personal transformation to the general public. The Institute for Youth Leadership offers our programs for children and teenagers. The Institute for Leadership thru Service is currently in development and will offer The Giving Heart Seminars with a focus on service to self, family, community and world. The Institute for Transformational Leadership is also under development and will offer our seminars to businesses, not-for-profit organizations and NGO's.\n\nOn june 15, 2013 insight seminars was divested from insight university. Therefore, resulting in the ceased operations of the seminar program.","year":2012,"name":"INSIGHT UNIVERSITY","phone":"5059891887","website":"WWW.INSIGHTU.net","type":"990","principal_officer":"GREGORY K STEBBINS PRESIDENT","year_formation":2008,"state_legal_domicile":"NM","total_volunteers":193,"tax_period_begin":"2012-09-01T00:00:00","tax_period_end":"2013-08-31T00:00:00","address":"411 SAINT MICHAELS DRIVE, SANTA FE, NM, 87505, USA","city":"SANTA FE","state":"NM","country":"USA","zip_code":"87505"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":3,"Number of employees total":20,"Total Gross UBI":0,"Number of employees":20,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements separate":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":true,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":true,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":true,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":1087938,"Contributions":{"value":570246,"Other contributions":570246},"Program revenue":{"value":663550,"Total revenue":{"value":663550,"VARIOUS":663550}},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":-145858,"Other total":-145858,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0}},"Expenses":{"value":1429165,"Grant expense":{"value":279804,"Grants to domestic orgs":0,"Grants to domestic individuals":279804,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":509251,"Current officers":234385,"Disqualified persons":0,"Other salaries and wages":222478,"Pension plan contributions":0,"Other employee benefits":17535,"Payroll taxes":34853},"Other expenses":{"value":640110,"Management services":0,"Legal":8247,"Accounting":45360,"Lobbying services":0,"Investment management fees":0,"Other services":100388,"Advertising":34233,"Office expenses":67292,"Information technology":29204,"Royalties":0,"Occupancy":23293,"Travel":42038,"Conferences and meetings":213139,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":8259,"Insurance":13784,"Travel entertainment public officials":0,"Itemized Expenses":54873}},"Assets":{"value":98671,"Non-interest bearing cash":35195,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":30718,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":15647,"Land, building, equipment":17111,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":50447,"Accounts payable, accrued":10447,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":40000,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":48224},"Form990Details":{"program_service_accomplishments":[{"description":"The Degree Granting Division offers a two-year program leading to a Doctoral Degree in Transformational Leadership. Its purpose is to educate heart-based leaders for transformational world service. We focus on developing leaders to have the wisdom to know the source of their loving and then bring that loving to their environment. The first cohort began in August 2011 with their orientation and classes began in September 2011. The program is an action-oriented course of study created for individuals who are passionate about the connection between personal, institutional, organizational and societal transformation. The program includes three semesters per year, which include three four-day intensives in Santa Fe. Over 70% of the coursework and classes are delivered on-line.","expense":642236,"grants":278804,"revenue":64170},{"description":"The Continuing Education is Insight Seminars, which was its own non-profit and merged into Insight University January 1, 2011. 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K STEBBINS PRESIDENT","address_line1":"411 ST MICHALES DRIVE STE 2","city":"SANTA FE","state":"NM","zip":"87505"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":true,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":true,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false,"grants_payable_beginning_of_year":0,"grants_payable_end_of_year":0},"books_are_in_care_of":{"person_name":"GREGORY K STEBBINS","phone":"5059891887","address_line1":"411 SAINT MICHAELS DRIVE STE 2","city":"SANTA FE","state":"NM","zip":"87505"},"officers_directors_key_employees":[{"title":"PRESIDENT","average_hours_per_week":40.0,"reportable_comp_from_org":48000,"reportable_comp_from_related_orgs":0,"other_compensation":16415,"individual_trustee_or_director":true,"officer":true},{"title":"ACADEMIC VP/CHAIRMAN","average_hours_per_week":30.0,"reportable_comp_from_org":60000,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TREASURER","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"EXECUTIVE VICE 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Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statement of activities or accrued in the statement of financial position. Federal tax returns of the entity are generally open to examination by the relevant taxing authority for a period of three years from the date the returns are filed."},{"identifier":"ENDOWMENT FUNDS:","form_and_line_reference":"PART V, LINE 4-","explanation":"BOARD DESIGNATED FUNDS, TOTALING $33,803, ARE TO ASSIST FUTURE STUDENTS WITH TUITION AS DEEMED NECESSARY."}]},"ScheduleE":{"policies":{"nondiscriminatory_policy_statement":true,"policy_statement_in_brochures":true,"policy_publicized_broadcast_media":true},"records":{"maintain_racial_composition_records":true,"maintain_scholarship_records":true,"maintain_copies_brochures":true,"maintain_copies_solicitations":true},"discrimination":{"students_rights_or_privileges":false,"admissions_policies":false,"employment_faculty_or_staff":false,"scholarships_or_financial_aid":false,"educational_policies":false,"use_of_facilities":false,"athletic_programs":false,"other_extracurricular_activities":false},"government_aid":{"received_government_financial_aid":false,"government_financial_aid_revoked":false},"compliance":{"compliance_with_rev_proc_75_50":true},"supplemental_information":[{"identifier":"RACIALLY NONDISCRIMINATORY POLICY","form_and_line_reference":"LINE 3","explanation":"THE NONDISCRIMINATORY POLICY IS STATED IN THE STUDENT HANDBOOK AND ON THE UNIVERISTY BROCHURE. IN ADDITION, THE ORGANIZATION FILES A NOTICE ANNUALLY WITH THE SANTA FE NEW MEXICAN NEWSPAPER."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":0,"reported_domestic_individual_grants":279804,"reported_domestic_individual_grants_program_services":279804,"individual_grants":[{"type":"SCHOLARSHIPS","recipient_count":170,"cash":279804,"valuation_method":"CASH"}],"total_domestic_grants":279804,"total_domestic_program_services":279804,"detail_individual_grants_total":279804,"detail_domestic_grants_total":279804,"supplemental_information":[{"identifier":"MONITORING:","form_and_line_reference":"PART I, LINE 2-","explanation":"General Policy - Applications for Outside Funding All applications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":true,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":true,"may_suspend_future_funding":true,"may_require_repayment":false,"monitoring_description":"General Policy - Applications for Outside Funding All applications for external funds must be submitted to the President's Office (PO). This includes proposals for such contracts, grants and agreements of solicitation of funds, whether with government agencies, industries, foundations, or other private granting agencies. Each proposal/application must be accompanied by: 1. Budget Narrative: This is necessary for internal review purposes, even if not required by the granting agency. 2. Cost Sharing Statement: If the University is required by the terms of the grant to provide evidence of cost sharing, a brief memo detailing the proposed cost sharing arrangement must be provided with account numbers identified. 3. Selected approvals (as applicable). Procedures Whenever a proposal is being submitted to more than one agency, the simultaneous submissions must be noted, either in the proposal itself, or in a letter prepared by the Principal Investigator (PI). Internal Review Process 1. The PO will review all grant applications. An institutional Fact Sheet will be set up so that information that grant applications may require are supplied internally to all relevant parties. 2. The Project Director must provide sufficient time to allow for a thorough review of the content of the proposal. The fiscal aspects and other university resource implications/commitments should be reviewed carefully. Failure to allow sufficient time to insure a thorough review could result in having a proposal delayed beyond the established submission deadline or rejection of the proposal during the internal review process. As a general rule, a minimum of three working days should be set aside for the internal review process for a grant proposal after the appropriate individual has reviewed and approved the proposal. A minimum of seven working days should be set aside for the internal review process. No alterations should be made to a proposal without notifying personnel who reviewed and signed the Transmittal Form. Receipt of Non-funding Information 1. Proposals submitted for funding are filed in the PO. If the Principal Investigator/Director receives notice that the proposal will not be funded, a copy of the letter must be sent to the PO so that all pending files may reflect proper disposition. Post Award Administration Once all pre-award activities are completed, all award documentation (notification of grant awards, contracts, letter of agreements, etc.) must be forwarded to the PO to ensure a complete file on the grant. Notice of Grant Award 1. If the proposal is funded, the original award letter and all award documentation sent by funding agency must be sent to the PO. PO and Grants Accountant will meet with the Principal Investigator/Director to review grants terms and conditions, identify Alternate Approver, and Project Reviewer. PO will forward an Interoffice Transmittal Form, Research Award Determination Form (if project is research), Transmittal Form, Award Notification or Contract, and a copy of the proposal. The PO or designee will review the documentation, grant terms and conditions, and other information necessary to establish a restricted account. A sponsored project and award will be created and the budget approved by the funding agency will be set up and an email will be sent to all Key Members. Fiscal Aspect, Reporting and Compliance The PO is the focal point of grants and contract administration. All grant/contract expenditures are processed through the PO. The grant accountant will verify for allowable expenditures, availability of funds, and grant/contract compliance. All expenditures should be in line with funding agency guidelines and university policies. The PO will process all journal entries and direct deposits on restricted accounts. The office will process all billing invoices; draw down of funds, and all financial reporting to funding agencies. This office will monitor for compliance of all applicable regulations. An official file will be created and all cumulative records pertaining to the project will be maintained in that file. If budget changes require funding agency approval, it must be channeled thru PO and once the budget is approved by the funding agency, it must be via budget change workflow by the Principal Investigator/Director. 1. Personnel All personnel who will work on grants, projects, and research contracts should meet University employment requirements. PO staff monitors grant budgets for availability of funds and grant compliance. Personnel paid from grants will be subject to the Personnel Pay Plan and the same regulations and policies as other employees. Questions concerning recruitment, employment, classification, or other personnel matters should be handled within the regular university procedures by contacting the Human Resource office. To avoid any unnecessary misunderstanding, such questions should be settled prior to any agreement or commitment being made to a prospective employee. A Memorandum of Employment (MOE) must be approved before an employee can start employment. 2. Purchasing All purchases are initiated and processed through accounting. The accountant assigned to each account will review and approve each purchase. If the expense is not allowed, the requisition/purchase order will be rejected by the grant accountant with an explanation in the comments section of the workflow. 3. Travel The travel requisition is also processed through PO. Grant accountants will monitor travel request and approve/reject travel based on the grant terms and conditions. After the travel is completed, department must submit a travel reimbursement voucher to accounts payable for processing. 4. Indirect Cost The University uses indirect cost rates as published by the Federal Government and these rates are to be used in preparing all grant/contract proposals, including applications to non-federal agencies. 5. Reporting Requirements Principal Investigator/Director is responsible and accountable for meeting the funding agency's reporting requirements by the required due date. Some funding agencies require some of the following reports to be submitted: publications, technical, inventory, patent reports, and progress reports (crucial). Ninety (90) days before a grant terminates, the PO will notify the Principal Investigator/Director that their grant will be terminating. The grant accountant closely monitors all expenses during this period to avoid unallowable costs. All financial reports will be prepared by the grants accountant. We cannot ignore these obligations the institution has to the funding agencies.","form_and_line_reference":"PART I, LINE 2-"}},"ScheduleF":{"reported_foreign_grants":0},"ScheduleL":{"loans_summary":{"total_balance_due":40000},"loans_between_organization_and_interested_persons":[{"person_name":"MURILLO PENCHEL","relationship":"TREASURER","purpose":"SUPPORT","original_principal":40000,"balance_due":40000,"loan_to_organization":true,"default":false,"approved_by_board":true,"written_agreement":true,"name":"MURILLO PENCHEL"}],"business_transactions_involving_interested_persons":[{"person_name":"INSIGHT SEMINARS","relationship":"FORMER BOARD MEMBERS","description":"DIVESTITURE OF SEMINAR PROGRAM","amount":146314,"sharing_of_revenues":false,"name":"INSIGHT SEMINARS"}]},"ScheduleN":{"successor_relationships":{"director_of_successor":true,"employee_of_successor":true},"dispositions":[{"person_name":"INSIGHT SEMINARS INC","ein":462869107,"irc_section":"501(C)(3)","distribution_date":"2013-06-15T00:00:00","description":"SEMINARS PROGRAM","fair_market_value":146314,"method_of_fmv_determination":"ACTUAL COST","address_line1":"2101 WILSHIRE BLVD STE 221","city":"SANTA MONICA","state":"CA","zip":"90403","name":"INSIGHT SEMINARS INC","address":"2101 WILSHIRE BLVD STE 221, SANTA MONICA, CA, 90403"}],"supplemental_information":[{"identifier":"OFFICER INVOLVEMENT IN TRANSFER:","form_and_line_reference":"PART II, LINE 2A & B","explanation":"CANDACE SEMIGRAN - BOARD MEMBER/ EXECUTIVE VP - NO BENEFITS RECEIVED MATTHEW MOLITCH - BOARD MEMBER- NO BENEFITS RECEIVED RUSSELL BISHOP - BOARD MEMBER - NO BENEFITS RECEIVED"}]},"Ratings":{"Mission Deployment Rate":{"score":null},"Program Expense Ratio":{"score":null},"Fundraising Efficiency":{"score":null,"percentile":null},"Filing Consistency Score":{"score":1.0},"Grant Itemization Coverage":{"score":1.0},"Independent Voting Board Pct":{"score":0.6},"Operating Margin":{"score":-0.3136456305414463,"percentile":0.15275304364719597},"Operating Reserve Ratio":{"score":0.06904101345890783,"percentile":0.09933835335806433},"Liabilities to Assets Ratio":{"score":0.5112647079689068,"percentile":0.1439252825449979},"Officer Compensation Ratio":{"score":0.22289728617759322,"percentile":0.2474952978640198},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.1691287954755124,"percentile":0.10763855468073229},"Asset Growth":{"score":-0.7057052472512849,"percentile":0.011816247175660764},"Foreign Oversight Score":{"score":null},"Major-Donor Itemization":{"score":1.0},"Related-Party Transparency":{"score":null},"Pay-Setting Controls":{"score":null,"weight":5,"atoms":{"Compensation committee":{"value":null},"Independent compensation consultant":{"value":null},"Form 990 of other organizations reviewed":{"value":null},"Written employment contract":{"value":null},"Compensation survey or study":{"value":null},"Board or committee approval":{"value":null}}},"Governance Policy Score":{"score":1.0,"weight":5,"atoms":{"Conflict of interest policy":{"value":true},"Whistle blower policy":{"value":true},"Document retention policy":{"value":true},"Compensation process for CEO":{"value":true},"Compensation process for other employees":{"value":true},"Form 990 provided to governing body":{"value":true},"Minutes of governing body":{"value":true},"Audit committee":{"value":true},"Independent audit financial statements":{"value":true}}},"Categories":{"Financial Efficiency":{"score":null,"weight":45},"Transparency & Controls":{"score":1.0,"weight":20},"Accountability":{"score":0.7666666666666666,"weight":14},"Sustainability":{"score":0.14715042804623088,"weight":13},"Growth":{"score":0.07569778551237512,"weight":8}},"Overall Score":{"score":0.6045794760369697,"percentile":0.1559726889082519}},"source_xml":"201440409349300404_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}