Nonprofit · EIN 94-1581707
GRADUATE THEOLOGICAL UNION
Tax-exempt · BERKELEY, CA 94709
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,973,553 | $10,964,826 | $1,008,727 | $69,066,706 | $6,781,508 | $62,285,198 |
| June 30, 2024 | 990 | $8,096,152 | $12,062,684 | -$3,966,532 | $66,055,371 | $7,116,635 | $58,938,736 |
| June 30, 2023 | 990 | $7,147,606 | $12,562,834 | -$5,415,228 | $66,293,216 | $6,666,361 | $59,626,855 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,101,768
- of which government grants
- $28,886
- Program service revenue
- $4,071,053
- Investment income
- $3,610,281
- Net rental income
- $1,111,807
- Net gain from sales of assets
- $2,822,810
- Tax-exempt bond proceeds
- $787,471
- Other revenue
- $1,190,451
Expenses
- Grants and similar amounts paid
- $1,049,081
- Compensation of officers, directors and key employees
- $1,107,183
- Other salaries and wages
- $3,570,450
- Salaries, compensation and benefits (total)
- $5,614,149
- Professional fundraising fees
- $0
- Legal fees
- $32,769
- Accounting fees
- $568,360
- Occupancy
- $602,628
- Travel
- $50,067
- Depreciation
- $1,143,709
- Program services (functional)
- $7,326,713
- Management and general (functional)
- $3,374,526
- Fundraising (functional)
- $263,587
Balance sheet and other
- Total assets, start of year
- $66,055,371
- Total assets, end of year
- $69,066,706
- Total liabilities, end of year
- $6,781,508
- Net assets, end of year
- $62,285,198
- Land, buildings and equipment
- $11,933,679
- Publicly traded securities
- $25,160,422
- Net assets without donor restrictions
- $6,404,260
- Net assets with donor restrictions
- $55,880,938
- Gross unrelated business income
- $142,649
- Gross receipts
- $13,585,066
- Employees
- 115
- Volunteers
- 0
- Year formed
- 1962
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| URIAH KIM | PRESIDENT Trustee or director, Officer | 37.5 | $186,268 | $25,429 |
| MARIE LUCERO | COO Officer | 37.5 | $178,336 | $12,302 |
| MIKE CAIRNS | CFO Officer | 37.5 | $175,788 | $11,644 |
| JEN RUPPERT | CHIEF EXTERNAL AFFAIRS OFFICER Officer | 37.5 | $147,405 | $11,540 |
| ELIZABETH PENA | PROFESSOR Highest-paid employee | 37.5 | $117,792 | $21,836 |
| BETH L KUMAR | DIRECTOR OF LIBRARY SERVICES Highest-paid employee | 37.5 | $128,742 | $9,141 |
| KATHRYN BARUSH | PROFESSOR Highest-paid employee | 37.5 | $121,902 | $15,770 |
| SYLVIE TISNADO | MANAGER OF HUMAN RESOURCES Highest-paid employee | 37.5 | $115,815 | $15,794 |
| DIANDRA C ERICKSON | ASSOCIATE DEAN Highest-paid employee | 37.5 | $117,633 | $13,533 |
| JENNIFER DAVIDSON | ACADEMIC DEAN Officer | 37.5 | $102,490 | $6,426 |
| JOHN KLENTOS | FACULTY REPRESENTATIVE Trustee or director | 5 | $92,256 | $0 |
| CHRISTOPHER OCKER | ACADEMIC DEAN Officer | 37.5 | $76,437 | $10,557 |
| SEPHORA HARTZ CHIEF | STRATEGY OFFICER & VP ADVANCEMENT Officer | 37.5 | $71,895 | $13,610 |
| WILLIAM D GLENN | CHAIR, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| MARY JO POTTER | VICE CHAIR, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARAE QUY | SECRETARY, TRUSTEE Trustee or director, Officer | 5 | $0 |
| ADRIENNE MCCORMICK | TRUSTEE Trustee or director | 5 | $0 |
| AGBONKHIANMEGHE OROBATOR | TRUSTEE Trustee or director | 5 | $0 |
| ANGELA LINTZ SMALL | STUDENT TRUSTEE Trustee or director | 5 | $0 |
| ANTHONY MILLETTE | TRUSTEE Trustee or director | 5 | $0 |
| DAVID MATSUMOTO | TRUSTEE Trustee or director | 5 | $0 |
| DAVID VASQUEZ-LEVY | TRUSTEE Trustee or director | 5 | $0 |
| GAURAV RASTOGI | TRUSTEE Trustee or director | 5 | $0 |
| HEIDI HADSELL | TRUSTEE Trustee or director | 5 | $0 |
| ISH RUIZ | TRUSTEE Trustee or director | 5 | $0 |
| JAMES BRENNEMAN | TRUSTEE Trustee or director | 5 | $0 |
| JOSEFINA CARD | TRUSTEE Trustee or director | 5 | $0 |
| JULIE PETRINI | TRUSTEE Trustee or director | 5 | $0 |
| JUSTIN GABLE | TRUSTEE Trustee or director | 5 | $0 |
| KATIE ROSSON | TRUSTEE Trustee or director | 5 | $0 |
| LINDA DAKIN-GRIMM | TRUSTEE Trustee or director | 5 | $0 |
| MARIANNE FARINA | TRUSTEE Trustee or director | 5 | $0 |
| MOINA SHAIQ | TRUSTEE Trustee or director | 5 | $0 |
| PAUL JOHNSON | TRUSTEE Trustee or director | 5 | $0 |
| RAYMOND PICKETT | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT MITCHELL | TRUSTEE Trustee or director | 5 | $0 |
| STEPHEN FOWL | TRUSTEE Trustee or director | 5 | $0 |
| YOEL KAHN | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| URIAH KIM | PRESIDENT Trustee or director, Officer | 37.5 | $199,825 | $35,587 |
| SEPHORA HARTZ CHIEF | STRATEGY OFFICER & VP ADVANCEMENT Officer | 37.5 | $175,746 | $13,172 |
| JENNIFER DAVIDSON | ACADEMIC DEAN Officer | 37.5 | $164,781 | $17,085 |
| MIKE CAIRNS | CFO Officer | 37.5 | $169,513 | $12,218 |
| MARIE LUCERO | COO Officer | 37.5 | $167,643 | $6,550 |
| RONALD DEAN | CONTROLLER Key employee | 37.5 | $164,656 | $219 |
| ELIZABETH PENA | PROFESSOR Highest-paid employee | 37.5 | $116,861 | $20,043 |
| ARTHUR HOLDER | PROFESSOR Highest-paid employee | 37.5 | $116,907 | $19,927 |
| SYLVIE TISNADO | MANAGER OF HUMAN RESOURCES Highest-paid employee | 37.5 | $110,147 | $14,584 |
| DANNY WILSON | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 37.5 | $102,330 | $20,350 |
| RITA SHERMA | PROFESSOR Highest-paid employee | 37.5 | $101,436 | $20,608 |
| WILLIAM D GLENN | CHAIR, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| MARY JO POTTER | VICE CHAIR, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| LARAE QUY | SECRETARY, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| DALE WALKER | TREASURER, TRUSTEE - OUTGOING Trustee or director, Officer | 5 | $0 | $0 |
| DALE LUM | TREASURER, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| ALLEN MORAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ANTHONY MILLETT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAVID MATSUMOTO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAVID VASQUEZ-LEVY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EJAZ NAQVI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HEIDI HADSELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JAMES BRENNEMAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSEFINA CARD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSEPH MUELLER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JULIE PETRINII | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHY OGREN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATIE ROSSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KHALIA WILLIAMS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KIRK SMITH | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LAMIKIA CASTILLO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LAURA BARNES | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LINDA DAKIN-GRIMM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MOINA SHAIQ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| RAYMOND PICKETT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| RITA SHERMA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| TAMMY NATHAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| YOEL KAHN | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| URIAH KIM | PRESIDENT Trustee or director, Officer | 37.5 | $173,637 | $26,852 |
| SEPHORA HARTZ CHIEF | STRATEGY OFFICER & VP ADVANCEMENT Officer | 37.5 | $176,809 | $19,835 |
| MIKE CAIRNS | CFO Trustee or director, Officer | 37.5 | $164,736 | $13,864 |
| MARIE LUCERO | COO Officer | 37.5 | $157,789 | $11,417 |
| ARTHUR HOLDER | PROFESSOR Highest-paid employee | 37.5 | $127,776 | $27,540 |
| ELIZABETH PENA | PROFESSOR Officer | 37.5 | $126,874 | $24,166 |
| CURTIS OSBORNE | DIRECTOR OF FACILITIES Highest-paid employee | 37.5 | $119,677 | $20,780 |
| SYLVIE TISNADO | MANAGER OF HUMAN RESOURCES Highest-paid employee | 37.5 | $109,131 | $23,670 |
| MUNIR JIWA | PROFESSOR Highest-paid employee | 37.5 | $106,183 | $17,861 |
| RITA SHERMA | PROFESSOR Highest-paid employee | 37.5 | $100,231 | $23,673 |
| JENNIFER DAVIDSON | ACADEMIC DEAN Officer | 37.5 | $74,863 | $9,491 |
| WILLIAM D GLENN | CHAIR, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| MARY JO POTTER | VICE CHAIR, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| LARAE QUY | SECRETARY, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| DALE WALKER | TREASURER, TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| ALLEN MORAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ANTHONY MILLETT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DALE LUM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAVID MATSUMOTO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAVID VASQUEZ-LEVY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EJAZ NAQVI | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HEIDI HADSELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JAMES BRENNEMAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSEFINA CARD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSEPH MUELLER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JULIE PETRINII | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHY OGREN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATIE ROSSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KHALIA WILLIAMS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KIRK SMITH | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LAMIKIA CASTILLO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LAURA BARNES | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LINDA DAKIN-GRIMM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MOINA SHAIQ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| RAYMOND PICKETT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| RITA SHERMA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| TAMMY NATHAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| YOEL KAHN | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 RIDGE RD, BERKELEY, CA 94709-1212
- Principal officer (990 for 2024)
- DR URIAH Y KIM, 2400 RIDGE ROAD, BERKELEY, CA 94709
- Signed the 990
- MICHAEL CAIRNS, CFO
- Phone
- (510) 649-2400
- Website
- WWW.GTU.EDU
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1581707 or by the name GRADUATE THEOLOGICAL UNION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE GRADUATE THEOLOGICAL UNION BRINGS TOGETHER SCHOLARS OF THE WORLD'S DIVERSE RELIGIONS AND WISDOM TRADITIONS TO ADVANCE NEW KNOWLEDGE, SHARE INSPIRATION AND COLLABORATE ON SOLUTIONS. WE CARRY OUT OUR WORK BY:- EDUCATING SCHOLARS FOR VOCATIONS DEVOTED TO STUDY AND SERVICE- EQUIPPING LEADERS FOR A WORLD OF DIVERSE RELIGIONS AND CULTURES- TEACHING PATTERNS OF FAITH THAT ENCOURAGE JUSTICE AND CARE OF THE PLANET- SERVICING AS AN EDUCATIONAL AND THEOLOGICAL RESOURCE FOR LOCAL COMMUNITIES, THE NATION, AND THE WORLD
Program accomplishments
- INSTRUCTION AND ACADEMIC SERVICES - PROVIDED INSTRUCTION, ACADEMIC ADVISING AND OTHER SERVICES FOR APPROXIMATELY 160 GTU STUDENTS ENROLLED IN CERTIFICATE, MASTER AND DOCTORAL DEGREE PROGRAMS. PROVIDED INSTRUCTION TO APPROXIMATELY 300 ADDITIONAL STUDENTS FROM ACROSS THE CONSORTIUM.Expenses $4,195,713 · grants $1,049,081 · revenue $2,219,697
- LIBRARY - OPERATED THE FLORA LAMSON HEWLETT LIBRARY, ONE OF THE MOST COMPREHENSIVE THEOLOGICAL LIBRARIES IN THE UNITED STATES. THE LIBRARY CONTAINS MORE THAN 538,000 BOOKS AND 700 PERIODICAL SUBSCRIPTIONS. IN ADDITION, THE LIBRARY HAS ACCESS TO 126 DATABASES THAT SUPPORT THE STUDY OF RELIGION AS WELL AS 100,000 DIGITAL JOURNAL TITLES, ALL OF WHICH ARE AVAILABLE FOR REMOTE ACCESS.Expenses $2,907,000 · revenue $1,783,000
- PROVIDED LEARNING MANAGEMENT AND COURSE MANAGEMENT SERVICES TO EIGHT MEMBER INSTITUTIONS AND OTHER AFFILIATED ORGANIZATIONS.Expenses $224,000 · revenue $147,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1581707
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B500)
- Assets (IRS master file)
- $69,066,706
- Income (IRS master file)
- $13,585,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,973,553 | $10,964,826 | $69,066,706 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $8,096,152 | $12,062,684 | $66,055,371 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $7,147,606 | $12,562,834 | $66,293,216 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $9,315,511 | $11,889,256 | $66,561,346 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1581707).
Questions about GRADUATE THEOLOGICAL UNION
- What is the EIN of GRADUATE THEOLOGICAL UNION?
- The employer identification number (EIN) of GRADUATE THEOLOGICAL UNION is 94-1581707.
- Is GRADUATE THEOLOGICAL UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to GRADUATE THEOLOGICAL UNION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GRADUATE THEOLOGICAL UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GRADUATE THEOLOGICAL UNION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GRADUATE THEOLOGICAL UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GRADUATE THEOLOGICAL UNION?
- The 990 for the year ended June 30, 2025 names DR URIAH Y KIM.
- Who are the officers and directors of GRADUATE THEOLOGICAL UNION?
- The 990 for the year ended June 30, 2025 lists 38 people; 13 received compensation from the organization, the highest $186,268 (URIAH KIM, PRESIDENT).
- How much revenue does GRADUATE THEOLOGICAL UNION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,973,553, expenses of $10,964,826 and total assets of $69,066,706 at year end.
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