2026-05-11T12:10:32+00:00 2025-06-30 346565596 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BOULEVARD ATLANTA GA 30308 990 2024-07-01 941156266 University of the Pacific UNIV 2099467704 3601 Pacific Avenue Stockton CA 95211 James Walsh Chief Financial Officer & VP 2099467704 2026-05-11 true AERRIAL M ORR P01598400 4048748300 2026-05-11 2024 2025-03-06 01:10:19Z Christopher Callahan President 3601 Pacific Avenue Stockton CA 95211 1335513045 false X www.pacific.edu X 1851 CA To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. 25 24 4814 0 5645983 814041 47697818 75747928 424003474 446934053 37888794 59269539 17308496 6089294 526898582 588040814 123584138 133035828 0 240034223 257829855 73462 16751 3139981 137644542 141369455 501336365 532251889 25562217 55788925 1415583984 1560854577 278224387 314725726 1137359597 1246128851 X To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. false false 273952578 410752821 INSTRUCTION, DEPARTMENTAL AND ACADEMIC SUPPORT: INCLUDES THE SALARIES, BENEFITS, SUPPLIES AND DEPARTMENTAL SUPPORT NECESSARY TO DELIVER HIGHER EDUCATION SERVICES FOR THE UNIVERSITY'S APPROXIMATELY 6,900 UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ACROSS THREE NORTHERN CALIFORNIA CAMPUSES. THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON COMBINES MANY OF THE ADVANTAGES OF A LARGER UNIVERSITY WITH THOSE OF A SMALL LIBERAL ARTS COLLEGE, OFFERING A BROAD ARRAY OF UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS THROUGH VARIOUS SCHOOLS, INCLUDING THE COLLEGE OF THE PACIFIC, THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, THE CONSERVATORY OF MUSIC, THE EBERHARDT SCHOOL OF BUSINESS, BENERD COLLEGE, AND THE THOMAS J. LONG SCHOOL OF PHARMACY. THE SAN FRANCISCO CAMPUS IS HOME TO THE ARTHUR A. DUGONI SCHOOL OF DENTISTRY, ONE OF THE LEADING DENTAL SCHOOLS IN THE NATION AND SEVERAL OTHER NEW ACADEMIC PROGRAMS INCLUDING: DATA ANALYTICS, AUDIOLOGY, AND MUSIC THERAPY. THE SACRAMENTO CAMPUS IS HOME TO THE MCGEORGE SCHOOL OF LAW AND HAS ALSO EXPANDED TO INCLUDE SEVERAL SPECIALIZED LEGAL DEGREE PROGRAMS, GRADUATE PROGRAMS AND THE SCHOOL OF HEALTH SCIENCES. 199192143 133035828 2538278 STUDENT SERVICES, SCHOLARSHIPS AND FINANCIAL AID: INCLUDES EXPENDITURES FOR ALL FORMS OF STUDENT AID AND EXPENDITURES FOR THE EDUCATION AND SUPPORT OF THE UNIVERSITY'S APPROXIMATELY 6,900 STUDENTS. THE UNIVERSITY'S FINANCIAL AID PROGRAM DEMONSTRATES AN ONGOING COMMITMENT TO PUT A QUALITY EDUCATION WITHIN REACH, PROVIDING A WIDE RANGE OF SCHOLARSHIPS AND GRANTS, INCLUDING MATCHING CAL GRANTS FOR STUDENTS WHO QUALIFY. THE UNIVERSITY'S FOUR-YEAR GUARANTEE PROVIDES STUDENTS ASSURANCE THEY WILL BE ABLE TO GET THE CLASSES THEY NEED TO GRADUATE ON TIME. 14546108 35934598 AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES , INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING. 20488117 RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. 20488117 508178946 true true false true false false false true false true true true false false true true true false true true true false false true true false false false true true true false false false false false false true true true false true true false false true true false false false false true X 536 1 true 4814 true true true true AU false false false true true false false false false false false X 25 24 false false false false false false false true true 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Gleason Brad Board Member 5.0 0.0 X 0 0 0 Hall Rupert Board Member 5.0 0.0 X 0 0 0 Jefferson Tafa Board Member 5.0 0.0 X 0 0 0 Johnson Elizabeth Board Member 5.0 0.0 X 0 0 0 Liggett Scott Board Member 5.0 0.0 X 0 0 0 Milne Anne Board Member, Committee Chair 10.0 0.0 X 0 0 0 Rogers Janet Board Member 5.0 0.0 X 0 0 0 Shafer Brad Board Member 5.0 0.0 X 0 0 0 Zimmerman Eve Board Member 5.0 0.0 X 0 0 0 Biedermann Scott VP, Development 50.0 0.0 X 337458 0 85667 Blandizzi Maria VP, Student Life 50.0 0.0 X 331765 0 92008 Edwalds-Gilbert Gretchen Provost & Executive Vice President 50.0 0.0 X 405681 0 69488 Ferguson Christopher VP, Enrollment Management 50.0 0.0 X 326676 0 84412 Henderson Robert Vice President Technology & CIO 50.0 0.0 X 270384 0 86575 Lomax-Ghirarduzzi Mary VP, Diversity, Equity, and Inclusion 50.0 0.0 X 311570 0 80124 Poggi Sallie Chief Communications Officer (incoming) 50.0 0.0 X 105898 0 231 Walsh James Chief Financial Officer and Executive Vice President for Finance and 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Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES (AAC&U), THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), THE ASSOCIATION OF GOVERNING BOARDS (AGB) AND THE GREATER SACRAMENTO ECONOMIC CHAMBER. THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. THE UNIVERSITY RETAINED THE FIRM BROWNSTEIN HYATT FARBER SCHRECK TO PROVIDE LOBBYING SERVICES BY CONTACTING THE STATE AND FEDERAL LEGISLATORS ON HIGHER EDUCATION MATTERS, SPECIFICALLY RESOURCES FOR GRADUATE EDUCATIONAL FACILITIES AND HEALTHCARE ACCESS. THE AMOUNTS SHOWN ON SCHEDULE C, PART II-B LINE 1G REFLECT THE TOTAL FEES PAID TO BROWNSTEIN HYATT FARBER SCHRECK LLP DURING FISCAL YEAR 2025. 3510 59466220 X X X X false 643179245 19830036 97070601 28610917 0 4966874 726502091 598743846 7139896 64322068 22420991 0 4605574 643179245 568232594 12486918 42881874 21105737 0 3751803 598743846 625142889 9977179 -43329749 18914335 0 4643390 568232594 455799448 8620550 183971319 18364413 0 4884015 625142889 0.08 0.55 0.37 true false 11677076 11677076 528461191 314510391 213950800 229162807 72576618 156586189 19035647 19035647 401249712 Closely-held equity interests Financial derivatives Hedge Funds & Private Equity 236353124 F Real and Personal Property 932796 F Assets Held by Other Trustees 2062890 F U.S. Equities 6290 F High Yield 14221636 F 253576736 Federal Income Taxes Trust and Annuity Obligations 7724996 Self Insurance and Other Obligations 12687273 Asset Retirement Obligation 6964443 Lease Obligations 738223 Federal Student Loan Funds 14930800 43045735 X 447666375 -12049395 0 -12049395 459715770 128325044 128325044 588040814 401836400 0 0 401836400 130415489 130415489 532251889 Schedule D, Part VII Investments - other securities 5% or more of total assets ALTERNATIVE INVESTMENTS ARE THE MAJORITY OF THE "OTHER" SECURITIES. THE ENDOWMENT HAS A 37% TARGET TO ALTERNATIVES WHICH IS PRIMARILY NON-PUBLICLY TRADED SECURITIES. THESE INVESTMENTS INCLUDE MARKETABLE ALTERNATIVES AND PRIVATE EQUITY. AT FYE 2025, THESE ASSETS REPRESENTED APPROXIMATELY 33% OF THE ENDOWMENT. Schedule D, Part III, Line 4 Collections of art - description of collections The University's Holt-Atherton Special Collections and Archives houses the University library's non-circulating rare and unique research materials. The mission of Special Collections is to collect, preserve, and provide access to manuscript collections, a specialized book collection, and the university archives for students and faculty of the University of the Pacific and the general public. The majority of what the Special Collections Department oversees is the following: - John Muir Papers: the world's largest repository of Muir documents; - Moscone Papers: personal letters, political correspondence, draft speeches, and video interviews that bear witness to one of the most transformational eras in California politics; - Western Americana: primarily comprised of manuscripts and specialized books, emphasizing California history; -Japanese-American Internment documents - focused on the internment relocation experience with an emphasis on San Joaquin County; -University Archives - historic records generated by administration, faculty, staff and students of Pacific. In October 2013, the estate of the late Robert and Jeannette Powell endowed a $125MM gift to the University. This bequest included approximately 18 works of art from the Powell's personal collection. The items are intended to be held for visual display throughout the University's three campuses. Schedule D, Part V, Line 4 Intended uses of endowment funds The University's Endowment Funds include quasi-endowed funds established by the Board of Regents and permanently restricted endowment funds established by donors. Endowed funds are invested in perpetuity in accordance with the University's investment and spending policies. Quasi-endowed funds are restricted to various uses as approved by the Board of Regents. Donor-restricted funds include funds invested for purposes of funding student scholarships, investment in plant and program support. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Pacific is tax exempt under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the Revenue and Taxation Code of the State of California and, generally, is not subject to state or federal taxes on income. However, Pacific remains subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purpose for which it was granted exemption. No income tax provision has been recorded as net income, if any, from any unrelated trade or business and, in the opinion of management, is not material to the financial statements taken as a whole Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Cost of Goods Sold - -2620339 Other Changes - -2090445 Financial Aid - XXX-XX-XXXX Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FINANCIAL AID - XXX-XX-XXXX COST OF GOODS SOLD - -2620339 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY Newspaper media displays include statement of racial nondiscriminatory policy of the University in the solicitation of students. The University's website maintains the nondiscrimination policy easily accessible throughout the website. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT During the tax year ending on 06/30/2025, the University received support from various federal and state governmental agencies totaling $33,124,834. Europe (Including Iceland and Greenland) 1 0 Program Services STUDY ABROAD 5679 Europe (Including Iceland and Greenland) 0 8 Program Services PROFESSIONAL SERVICES 80879 East Asia and the Pacific 0 6 Program Services Professional Services 44341 North America (Canada & Mexico only) 0 1 Program Services PROFESSIONAL SERVICES 23672 Central America and the Caribbean 0 0 Investments 151151797 Europe (Including Iceland and Greenland) 0 0 Investments 6561448 East Asia and the Pacific 0 0 Investments 4639484 Sub-Saharan Africa 0 3 Program Services STUDENT RECRUITMENT 0 South Asia 0 1 Program Services CONFERENCE 2472 1 19 0 0 1 19 162509772 0 162509772 true false true true true true Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual X X X X true RuffaloCODY Holdings LLC PO Box 718 Des Moines IA 503030718 ALUMNI FUNDRAISING false 473734 16751 456983 473734 16751 456983 CA CO CT DC FL GA AL HI IL KS KY LA ME AK MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR RI SC TN UT VA AR WA WV WI Orange & Black Ball 592421 386205 206216 89379 41129 51515 Baseball 62701 20315 42386 7383 10576 6726 4557 9 240366 161931 78435 32907 8535 15357 11256 895488 568451 327037 129669 19111 63212 67328 279320 47717 Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses RUFFALOCODY HOLDINGS LLC-RUFFALO CODY LLC PROVIDES MANAGEMENT SERVICES FOR TWO ONLINE GIVING PROGRAMS. RUFFALO CODY CHARGES A FLAT PROFESSIONAL FEE AND IS NOT COMPENSATED BASED ON THE AMOUNT OF FUNDS RAISED OR ON A PERCENTAGE BASIS. RUFFALO CODY DOES NOT SOLICIT ON BEHALF OF THE UNIVERSITY.; true DONOR SPONSORED FINANCIAL AID 375 15975199 UNIVERSITY SPONSORED FINANCIAL AID 2750 117060629 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Federal and state programs are administered according to the laws, rules, statutes, and regulations as issued by the State of California and the U.S. Department of Education as well as the U.S. Department of Health and Human Services. University scholarships and grants are administered according to the policies and procedures developed and implemented by the Financial Aid Office in support of the University's strategic enrollment plan. The Financial Aid Office uses the Free Application for Federal Student Aid (FAFSA) as well as a number of supporting documents of verification to determine a student's eligibility for all need based programs. In addition, students are reviewed based on academic qualifications and special talents for merit based programs such as music, athletics, regents scholarships and similar programs. Policies and Procedures ensure that the determination of aid eligibility and the subsequent delivery of aid from any and all programs are done in a fair and equitable manner and in accordance with the rules and regulations that govern the individual programs. X X X true true X X X X X false true false false false false false false false Callahan Christopher President 667543 0 0 0 28064 0 57500 0 63060 0 816167 0 0 0 Pallavicini Maria Professor Emeritus 152598 0 0 0 19153 0 25462 0 4462 0 201675 0 0 0 Edwalds-Gilbert Gretchen Provost & Executive Vice President 388043 0 0 0 17638 0 57500 0 11988 0 475169 0 0 0 Walsh James Chief Financial Officer and Executive Vice President for Finance and Operations 378882 0 0 0 13189 0 57500 0 36194 0 485765 0 0 0 Biedermann Scott VP, Development 328499 0 0 0 8959 0 57383 0 28284 0 423125 0 0 0 Blandizzi Maria VP, Student Life 323337 0 0 0 8428 0 56178 0 35830 0 423773 0 0 0 Ferguson Christopher VP, Enrollment Management 316869 0 0 0 9807 0 56150 0 28262 0 411088 0 0 0 Lomax-Ghirarduzzi Mary VP, Diversity, Equity, and Inclusion 299992 0 0 0 11578 0 54458 0 25666 0 391694 0 0 0 Henderson Robert Vice President Technology & CIO 261423 0 0 0 8961 0 50526 0 36049 0 356959 0 0 0 Williams Ashley Director of Presidential Strategic Initiatives 141798 0 0 0 709 0 15138 0 32911 0 190556 0 0 0 Moses Charles Professor 150413 0 0 0 1265 0 49958 0 521 0 202157 0 0 0 Jensen Scott Professor 115371 0 0 0 139 0 34012 0 27627 0 177149 0 0 0 Nadershahi Nader Dean, Dugoni School of Dentistry 453867 0 0 0 14547 0 34500 0 27889 0 530803 0 0 0 Schwartz Michael Dean, McGeorge School of Law 372214 0 0 0 2836 0 34500 0 21139 0 430689 0 0 0 Bugnariu Nicoleta Dean, School of Health Sciences 357699 0 0 0 1071 0 34500 0 8443 0 401713 0 0 0 Orwin Elizabeth Dean, Engineering and Computer Science 349774 0 0 0 3141 0 57500 0 36194 0 446609 0 0 0 Gundersen Berit Dean, School of Pharmacy 325195 0 0 0 199 0 33052 0 8181 0 366627 0 0 0 Gale Lewis Dean, Eberhardt School of Business 322442 0 0 0 1512 0 32765 0 35696 0 392415 0 0 0 Tschuor Adam Athletics Director 297900 0 0 0 7235 0 33892 0 33021 0 372048 0 0 0 Skinner Lee Dean, College of the Pacific 295020 0 0 0 1512 0 29520 0 33024 0 359076 0 0 0 Campbell Patricia Dean, Benerd College 277087 0 0 0 1923 0 27725 0 203 0 306938 0 0 0 Witte Peter Dean, Conservatory of Music 247134 0 0 0 1224 0 25654 0 32988 0 307000 0 0 0 Lam David Associate Dean Medical Integration, Chairperson Oral and Maxillofacial Surgery, Professor 685691 0 0 0 984 0 34500 0 35792 0 756967 0 0 0 Cox Darren Professor 508894 0 0 0 944 0 34500 0 10823 0 555161 0 0 0 Smart David Head Coach, Mens Basketball 429662 0 0 0 4308 0 0 0 21884 0 455854 0 0 0 Schoenthaler Lauren Chief General Counsel 344123 0 0 0 19252 0 57500 0 27525 0 448400 0 0 0 Davies Austin Assistant Professor 342792 0 0 0 167 0 14827 0 8994 0 366780 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments A gross-up was done for taxes on the $2,192 housekeeping benefit and $2,145 car benefit provided by the University for President Christopher Callahan. All of these benefits were considered taxable compensation to the recipient. Schedule J, Part I, Line 1a Housing allowance or residence for personal use The University has three campuses, located in Stockton, Sacramento and San Francisco. At the main campus in Stockton, on-campus housing is provided to the President. For the President, the housing qualifies for exclusion from employee taxable income. Use by employees of residential property owned by the University other than the above is treated as taxable compensation. Taxable compensation for use of the San Francisco residential property was $375 each for President Callahan and for the Provost, Gretchen Edwards-Gilbert. There was no personal use of other Stockton or Sacramento residential properties. Schedule J, Part I, Line 1a Personal services President Callahan's W-2 includes "Other Reportable Compensation" of $2,192 or the value of housekeeping services provided by the University at his on-campus residence. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The University provides a 457f deferred compensation retirement plan for President Callahan. There was no plan pay out in 2024. Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT PLEASE SEE SCHEDULE O FOR THE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15A A California Educational Facilities Authority 521705592 1301787B6 2015-08-04 75997350 SEE PART VI true false false B California Educational Facilities Authority 521705592 000000000 2020-10-30 15955000 SEE PART VI false false false C California Municipal Finance Authority 201563466 13048VUG1 2020-11-12 42545523 SEE PART VI true false false D California Municipal Finance Authority 201563466 13048V3C0 2021-08-03 23541683 SEE PART VI true false false A 20925000 795000 75997350 888095 75109255 2015 true false true true B 10680000 15955000 15955000 2020 true false true true C 3860000 155000 42545523 607050 41938473 2020 true false true true D 4315000 75000 23541683 198570 23343113 2021 true false true true A false false true true false false 0.002 0.0 0.002 false true 0.0168 true true B false true true true false false 0.002 0.0 0.002 false true 0.0046 true true C false true true true false false 0.002 0.0 0.002 false true 0.0046 true true D false true true true false false 0.002 0.0 0.002 false true 0.0046 true true A false false true false false false 0 false false false 0 false false true B false false true false false false 0 false false false 0 false false true C false true false false false false 0 false false false 0 false false true D false true false false false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part III, Line 9 Written Procedures As noted in Schedule K, Part III, Line 9, the University has adopted management practices and procedures to ensure post-issuance compliance of its tax-exempt bond liabilities. The University's written procedures have been updated to ensure that any violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations. Schedule K, Part I, Column (f) Supplemental Information Part I, Column (F) - Description of Purpose CEFA Series 2015 (issue date August 4, 2015): To refund all of the Series 2004 and 2006 bond issuances. No new debt was incurred with this issuance. CEFA Series 2014 (issue date May 12, 2014): On October 30, 2020, the interest rate was reset for Series 2014 which was issued to pay off a prior line of credit loan with Wells Fargo Bank and to pay for the costs of acquiring and developing a seven-story building for the San Francisco Campus at 155 Fifth Street. CMFA Series 2020A (issue date November 12, 2020): The University was legally defeased relating to the refunding of the Series 2009 and 2016 Bonds. No new debt was incurred with this issuance. CMFA Series 2021A (issue date August 3, 2021): The University was legally defeased relating to the refunding of the Series 2012A Bonds. No new debt was incurred with this issuance. CEFA Series 2023 (issue date August 31, 2023): To finance the Sacramento Campus Expansion project, which included the acquisition and renovation of three new buildings, as well as improvements to various other buildings. CEFA Series 2025A (issue date April 1, 2025): To finance the design and construction of the new Southwest Hall on the Stockton campus and the demolition, design, and construction of an audiology facility on the San Francisco campus. Schedule K, Part II, Line 11 Other Spent Proceeds Part II, line 11 - For CEFA 2015, CEFA 2020, CMFA 2020, and CMFA 2021, the other spent proceeds are the refunding proceeds of the issue that are no longer in escrow. For CEFA 2023 and CEFA 2025A, the other spent proceeds are funds used to pay a portion of the issuer fee. Schedule K, Part II, Line 3 Total Proceeds Of Issue Part II, Line 3 - Total Proceeds of Issue For CEFA Series 2023 and CEFA Series 2025A, proceeds are not identical to the issue price listed in part I; the difference is due to investment earnings being included in the "Total Proceeds of Issue" amounts. Schedule K, Part III, Line 8c Remedial Action Part III, line 8c - Remedial Action On March 31, 2025 for CEFA 2015, CEFA 2020, CMFA 2020, and CMFA 2021, the University took anticipatory remedial action as permitted under Regulations 14.141-12(d)(3) in anticipation of entering into the sale or lease of bond financed property. A California Educational Facilities Authority 521705592 130179UX0 2023-08-31 43067961 SEE PART VI false false false B California Educational Facilities Authority 571705592 130179XP4 2025-04-01 54566322 SEE PART VI false false false A 43724397 1466263 637573 41590666 29895 2024 false false true true B 55098487 3447055 579966 5576669 39301 45455496 false false false true A false false false false false false 0.0 0.0 0.0 false false 0 false true B false false false false false false 0.0 0.0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true B false true false false false false 0 false false false 0 false false true A true B true FATAMEH NADERSHAHI FAMILY MEMBER OF NADER NADERSHAHI, A KEY EMPLOYEE 157708 SEE SUPPLEMENTAL INFORMATION false NAVID KNIGHT FAMILY MEMBER OF NADER NADERSHAHI, KEY EMPLOYEE 63131 SEE SUPPLEMENTAL INFORMATION false PAUL ORWIN FAMILY MEMBER OF ELIZABETH ORWIN, A KEY EMPLOYEE 145241 SEE SUPPLEMENTAL INFORMATION false CAROL WALSH FAMILY MEMBER OF JAMES WALSH, OFFICER 67060 SEE SUPPLEMENTAL INFORMATION false RICK WAN FAMILY MEMBER OF MARIA BLANDIZZI, OFFICER 11700 SEE SUPPLEMENTAL INFORMATION false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO FATAMEH N. NADERSHAHI, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2024 FOR FATAMEH N. NADERSHAHI. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO NAVID KNIGHT, HIS BROTHER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2024 FOR NAVID KNIGHT. ELIZABETH ORWIN, DEAN OF THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, KEY EMPLOYEE, IS RELATED TO PAUL ORWIN, HER HUSBAND, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2024 FOR PAUL ORWIN. JAMES WALSH, CHIEF FINANCIAL OFFICER AND EXECUTIVE VP FOR FINANCE AND OPERATIONS, OFFICER, IS RELATED TO CAROL WALSH, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2024 FOR CAROL WALSH. MARIA BLANDIZZI, VP FOR STUDENT LIFE, OFFICER, IS RELATED TO RICK WAN, HER HUSBAND, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2024 FOR RICK WAN. 6 3510 Market value X 7451 Market value 91 1918209 Market value 11 11963 Market value X Education items 9 356744 Market value X Charitable auction items 173 445196 Market value 0 false true false Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS ART - WORKS OF ART - NUMBER OF CONTRIBUTIONS CLOTHING AND HOUSEHOLD GOODS - NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTIONS FOOD INVENTORY - NUMBER OF CONTRIBUTIONS OTHER - EDUCATION ITEMS- NUMBER OF CONTRIBUTIONS OTHER - CHARITABLE AUCTION ITEMS- NUMBER OF CONTRIBUTIONS Form 990, Part I, Line 6 Total Number of Volunteers The University is fortunate to benefit from the services of volunteers across its numerous schools, departments, and programs, but the University does not formally track this population. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 20,488,117 including grants of $) RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. Form 990, Part VI, Line 1a EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS EXCEPT THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: (I) PRESIDENTIAL SELECTION AND TERMINATION, (II) BOARD MEMBER AND BOARD OFFICER ELECTION, (III) CHANGES IN MISSION AND PURPOSES OF THE INSTITUTION, (IV) AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS, (V) INCURRENCE OF CORPORATE INDEBTEDNESS, (VI) ACQUISITION, SALE AND OTHER DISPOSITION OF REAL ESTATE, EXCEPT THE ACQUISITION, SALE OR OTHER DISPOSITION OF REAL ESTATE WHICH MEETS CERTAIN CONDITIONS SET FORTH IN BOARD POLICY, (VII) ADOPTION OF THE ANNUAL BUDGET, AND (VIII) CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE NEXT SCHEDULED MEETING OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL: (I) OVERSEE THE WORK OF THE BOARD COMMITTEES, (II) PERIODICALLY REVIEW THE BYLAWS AND RECOMMEND ANY APPROPRIATE CHANGES TO THE BOARD, AND (III) SUPPORT THE PRESIDENT, AND ANNUALLY EVALUATE HIS OR HER PERFORMANCE, COMPENSATION AND CONDITIONS OF EMPLOYMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body The full Board of Regents of the University annually reviews the IRS 990 prior to filing using the following process: - A draft of the return is electronically submitted to the Board Audit Committee for review. The Audit Committee Chair then sends comments and questions to the Chief Financial Officer for resolution. - The Chief Financial Officer summarizes the Audit Committee's questions in writing and submits the explanations and a draft of the return to the full Board for any further comment. - Board members send comments and questions to the Audit Committee Chair. The Chair forwards questions to the Chief Financial Officer for resolution. - The Chief Financial Officer summarizes the Board's questions in writing and submits the explanations to the Audit Committee Chair for any further comment. - The return is finalized and filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The University regularly and consistently monitors and enforces compliance with its written conflict of interest policy. Each year, all Board of Regents members and key employees identified by the Board's Audit Committee, inclusive of those reported as Board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees in this IRS 990, are required to complete and sign a conflict of interest survey. Surveys are submitted confidentially to the Director of Internal Audit for review. All individuals surveyed are required to sign an annual disclosure of any direct or fiduciary relationships that they (or members of their family) maintain with organizations that do business with the University which could be reasonably construed to affect their independent, unbiased judgment in light of their decision-making authority or responsibility. These individuals ("covered persons") affirm they: - Have received a copy of the conflict of interest policy; - Have read and understand the policy; - Agree to comply with the policy; and - Have disclosed any direct or indirect financial interest relationship. Any potential conflicts are addressed through further discussion with the respondent and resolved and disclosed as appropriate. If the Director of Internal Audit has reasonable cause to believe a Covered Person has failed to disclose actual or possible conflicts of interests, he or she shall inform the person of the basis for such belief and allow the Covered Person an opportunity to explain the alleged failure to disclose. Covered Persons who have declared or been found to have a conflict of interest must refrain from participation in the consideration of proposed transactions, unless for special reasons the Board or administration requests clarifying information or interpretation. Persons with conflicts may not vote or be present at the time of a vote. If after such notice and opportunity to disclose is provided, the Chair of the Audit Committee determines that a failure to make the required disclosure continues, the matter is referred to the Audit Committee of the Board of Regents, who review the matter and, if it is determined that there is a conflict, refers the matter to the full board of regents, which takes the necessary action to mitigate the conflict to protect the interest of the University. In addition, the University separately surveys all board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees as part of the annual IRS 990 review process to inform the answers to conflict of interest and governance questions. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE UNIVERSITY'S BOARD OF REGENTS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND SETTING THE PRESIDENT'S COMPENSATION UPON THE RECOMMENDATIONS OF THE BOARD'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR PROVIDING OVERSIGHT OF EXECUTIVE COMPENSATION; REVIEW UNIVERSITY COMPENSATION PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES; AND PROVIDE INSIGHT, OVERSIGHT AND FORESIGHT IN MATTERS OF TALENT AND CULTURE. THE EXECUTIVE COMMITTEE PROVIDES A RECOMMENDATION TO THE BOARD OF REGENTS ON A COMPENSATION PACKAGE FOR THE PRESIDENT THAT IS APPROPRIATELY COMPETITIVE IN LIGHT OF BENCHMARK DATA AND THE PRESIDENT'S PERFORMANCE. IN ACCORDANCE WITH THE BYLAWS (ARTICLE IV), THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND THEN MAKES A RECOMMENDATION TO THE FULL BOARD AS TO THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE FULL BOARD, AFTER CONSIDERATION OF THE RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE, THEN APPROVES AND ADOPTS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE PRESIDENT, AS A MEMBER OF THE BOARD OF REGENTS, IS RECUSED FROM ALL COMPENSATION DISCUSSIONS AND IS NOT INVOLVED IN ANY DECISIONS OF THE EXECUTIVE COMMITTEE OR THE BOARD ON THIS MATTER. THE EXECUTIVE COMMITTEE AND FULL BOARD BASE THEIR RECOMMENDATIONS AND DECISION (AS APPLICABLE) ON THE FOLLOWING: CONSULTATIONS WITH AND REPORTS OF INDEPENDENT COMPENSATION CONSULTANTS WORKING AT THE DIRECTION OF THE EXECUTIVE COMMITTEE WHICH INCLUDE, AMONG OTHER INFORMATION, STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEY BY THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEYS BY THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA). THE EXECUTIVE COMMITTEE AND BOARD OF REGENTS MINUTES DOCUMENT EACH GROUP'S RECOMMENDATION OR APPROVAL OF THE COMPENSATION FOR EACH YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE BOARD OF REGENTS IS RESPONSIBLE FOR ESTABLISHING THE CONDITIONS OF EMPLOYMENT FOR OTHER KEY INSTITUTIONAL OFFICERS WHO SERVE UNDER THE DIRECTION OF THE PRESIDENT, INCLUDING THE PROVOST, THE VICE PRESIDENTS AND OTHER KEY EMPLOYEES. WORKING THROUGH ITS EXECUTIVE COMMITTEE, THE BOARD REVIEWS UNIVERSITY COMPENSATION PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES. THE EXECUTIVE COMMITTEE PROVIDES OVERSIGHT OF EXECUTIVE COMPENSATION BY RECOMMENDING TO THE BOARD WHICH SENIOR UNIVERSITY OFFICERS AND OTHER KEY EMPLOYEES OTHER THAN THE PRESIDENT SHOULD BE SUBJECT TO THE BOARD'S REVIEW AND THEN THE COMMITTEE ENSURES THAT THE SALARY RANGES FOR THESE POSITIONS, AND THE PROCEDURES USED BY THE UNIVERSITY IN DETERMINING THEIR COMPENSATION, MEET APPLICABLE TAX, ACCOUNTING, AND LEGAL REQUIREMENTS AND ENABLE THE UNIVERSITY TO RECRUIT AND RETAIN SUPERIOR TALENT IN THESE POSITIONS. THE EXECUTIVE COMMITTEE FURTHER DIRECTS THE UNIVERSITY IN THE RETENTION OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARATIVE MARKET INFORMATION ON COMPENSATION AND BENEFITS FOR THE PRESIDENT AND OTHER KEY EMPLOYEES, AND TO ADVISE THE COMMITTEE ON COMPENSATION TRENDS AND REGULATORY COMPLIANCE ISSUES. THE EXECUTIVE COMMITTEE REVIEWS AND PROVIDES GUIDANCE TO THE PRESIDENT REGARDING COMPENSATION PHILOSOPHIES AND PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES EACH YEAR, THE PRESIDENT REVIEWS THE MOST RECENT REPORT BY THE UNIVERSITY'S INDEPENDENT COMPENSATION CONSULTANT, ALONG WITH, AS APPROPRIATE, ANNUAL COMPENSATION SURVEYS PREPARED BY THE ASSOCIATION OF CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA), IN ORDER TO ESTABLISH COMPARABLE RATES OF PAY FOR SIMILARLY-SIZED PRIVATE INSTITUTIONS. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE PROVOST OR VICE PRESIDENT WITH OVERSIGHT RESPONSIBILITY FOR THE RELATED SCHOOL OR DIVISION, USING THE ABOVE SOURCES ALONG WITH OTHER SOURCES RELEVANT TO THE RESPONSIBILITIES OF THE SCHOOL OR DIVISION OF THE KEY EMPLOYEE POSITION. PERFORMANCE REVIEWS, ALONG WITH ANY MERIT AND EQUITY SALARY ADJUSTMENTS, WERE COMPLETED DURING THE FISCAL YEAR ENDED 6/30/25. Form 990, Part VI, Line 19 Required documents available to the public The University's conflict of interest policies and audited financial statements are posted on its website, www.pacific.edu. The governing documents are not made publicly available except to the extent that they appear as attachments to Forms detailed in response to question number 18, in which case they would be provided upon request to the Office of General Counsel, University of the Pacific, 3601 Pacific Avenue, Stockton, CA 95211. Certain governing documents, including the University's Articles of Incorporation, are on file with the State of California. Form 990, Part VII, Section A, Line 1a, Column (B) Average Hours Per Week The University does not track hours worked by Trustees, Officers, Key Employees, and Highest Compensated Employees. Full-time exempt employees of the University are expected to work no less than 40 hours per week. Amounts provided in Part VII are based upon University estimates. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: -1689849, Related or Exempt Function Revenue: -1914177, Unrelated Business Revenue: 224328, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACTUARIAL GAIN (LOSS) ON TRUST & ANNUITY AND OTHER CHANGES - 641278; Investment return (loss), net of distributions - 64389000; Other Changes - -554; Total - 65029724; Schedule B, Part I Contributions Amounts reported on Part VIII, Line 1f and Schedule B, Part I represent grant and contribution revenue reflected in the audited financial statements. SCHEDULE F PART I, LINE 3(F) THE AMOUNTS LISTED IN COLUMN (F) FOR THE UNIVERSITY'S INVESTMENTS IN CENTRAL AMERICAN/CARIBBEAN, EAST ASIA AND THE PACIFIC, AND EUROPE REFER TO THE FAIR MARKET VALUE OF INVESTMENTS FOR THAT PARTICULAR REGION, NOT SOLELY THE EXPENDITURES FOR THE FISCAL TAX YEAR ENDED 6/30/25, AS REQUIRED BY THE IRS. 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