PEPPERDINE UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: PEPPERDINE UNIVERSITY (EIN 95-1644037)
Tax period: 2022-08-01 to 2023-07-31
Filed: 2024-06-14
IRS object ID: 202441669349300249
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-06-14T12:52:44-05:00	ReturnTs
Tax Period End	2023-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 SOUTH HOPE STREET SUITE 1500	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951644037	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PEPPERDINE UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PEPP	BusinessNameControlTxt
Phone	8187021364	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HWY	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902634497	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GREG G RAMIREZ	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	8187021364	PhoneNum
Signature	2024-06-17	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GREG	PersonFirstNm
Person Last	RAMIREZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID M HIGHFILL	PreparerPersonNm
PTIN	P01517891	PTIN
Phone	2139724000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES A GASH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HWY	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902634497	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$909,330,519	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PEPPERDINE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1937	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	PEPPERDINE UNIVERSITY IS A CHRISTIAN UNIVERSITY (CONTINUED SCHEDULE O).	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	5301	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$10,617,343	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$272,179	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$71,538,193	PYContributionsGrantsAmt
CY Contributions Grants	$44,076,355	CYContributionsGrantsAmt
PY Program Service Revenue	$551,506,131	PYProgramServiceRevenueAmt
CY Program Service Revenue	$562,162,816	CYProgramServiceRevenueAmt
PY Investment Income	$87,167,829	PYInvestmentIncomeAmt
CY Investment Income	$80,027,524	CYInvestmentIncomeAmt
PY Other Revenue	$8,868,806	PYOtherRevenueAmt
CY Other Revenue	$13,546,440	CYOtherRevenueAmt
PY Total Revenue	$719,080,959	PYTotalRevenueAmt
CY Total Revenue	$699,813,135	CYTotalRevenueAmt
PY Grants And Similar Paid	$155,314,297	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$154,709,004	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$228,030,261	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$237,412,317	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$360,992	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,974,194	CYTotalFundraisingExpenseAmt
PY Other Expenses	$256,281,354	PYOtherExpensesAmt
CY Other Expenses	$256,957,783	CYOtherExpensesAmt
PY Total Expenses	$639,625,912	PYTotalExpensesAmt
CY Total Expenses	$649,440,096	CYTotalExpensesAmt
PY Revenues Less Expenses	$79,455,047	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$50,373,039	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,445,970,391	TotalAssetsBOYAmt
Total Assets EOY	$2,474,830,926	TotalAssetsEOYAmt
Total Liabilities BOY	$781,941,996	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$762,324,037	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,664,028,395	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,712,506,889	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PEPPERDINE UNIVERSITY IS A CHRISTIAN UNIVERSITY COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF PURPOSE, SERVICE, AND LEADERSHIP. SEE SCHEDULE O FOR MORE INFORMATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$232,370,360	ExpenseAmt
Grant	$154,158,290	GrantAmt
Revenue	$62,532,382	RevenueAmt
Desc	STUDENT SERVICES, INCLUDING SCHOLARSHIPS TO ENROLLED STUDENTS - THERE ARE MANY AUXILIARY SERVICES OFFERED TO THE STUDENTS TO PROMOTE THEIR INTELLECTUAL, EMOTIONAL, AND SPIRITUAL DEVELOPMENT. PEPPERDINE UNIVERSITY MAINTAINS MULTIPLE DINING AND HOUSING FACILITIES, A BOOKSTORE, BANKING SERVICES, PARKING FACILITIES LOCATED ALL OVER CAMPUS, TRANSPORTATION SERVICES, RECREATIONAL FIELDS, AND MAIL SERVICES. IN ADDITION TO THESE FACILITIES AND SERVICES, PEPPERDINE UNIVERSITY OFFERS APPROXIMATELY 82% OF ITS TOTAL STUDENT BODY FINANCIAL AID IN THE FORM OF VARIOUS SCHOLARSHIPS, GRANTS, AND LOANS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$137,182,583	ExpenseAmt
Grant	$316,692	GrantAmt
Revenue	$498,841,456	RevenueAmt
Desc	INSTRUCTION AND RESEARCH - PEPPERDINE UNIVERSITY IS A TOP CHRISTIAN INSTITUTION FOR HIGHER EDUCATION AND SERVES APPROXIMATELY 3,700 UNDERGRADUATE STUDENTS AND 6,400 GRADUATE STUDENTS. IN ADDITION TO THE UNIVERSITY'S CAMPUSES IN CALIFORNIA, PEPPERDINE UNIVERSITY MAINTAINS SEVERAL STUDENT LEARNING PROGRAMS IN LOCATIONS SUCH AS EUROPE, SOUTH AMERICA, AND WASHINGTON D.C. NOTABLY, PEPPERDINE UNIVERSITY OPENED ITS NEW SWITZERLAND CAMPUS AT THE HISTORIC CHATEAU D'HAUTEVILLE IN JULY 2023. SEE SCHEDULE O.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$124,554,194	ExpenseAmt
Grant	$221,073	GrantAmt
Revenue	$577,067	RevenueAmt
Desc	ACADEMIC SUPPORT - PEPPERDINE UNIVERSITY EQUIPS STUDENTS WITH ACADEMIC SUPPORT TO ENSURE STUDENTS REACH THEIR EDUCATIONAL GOALS. UNIVERSITY SERVICES SUCH AS THE LIBRARY, TECH CENTRAL, PEPPERDINE COUNSELING CENTER, THE HEALTH CENTER, AND ONE STOP, THE PRIMARY ACADEMIC ADVISING CENTER, ASSIST IN THE WELL-BEING AND ACADEMIC PROGRESS OF THE UNIVERSITY'S STUDENTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$23,721,873	ExpenseAmt
Grant	$12,949	GrantAmt
Revenue	$240,740	RevenueAmt
Desc	PUBLIC SERVICE - THE UNIVERSITY OFFERS NUMEROUS SERVICES TO THE GENERAL PUBLIC, INCLUDING ART EXHIBITS, CONCERTS, PRODUCTIONS, AND OTHER PUBLIC BENEFIT ACTIVITIES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$23,721,873	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$12,949	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$240,740	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$517,829,010	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	Yes (1)	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	12857	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5301	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	AR	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KATELYN CROWE CONTROLLER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8187021364	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HIGHWAY	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902634497	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES GASH
PRESIDENT & CEO	40.00	2.00	Yes (X)	Yes (X)	$778,582	$0	$340,110
DEE ANNA SMITH
CHAIR, REGENT	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
FREDERICK RICKER
VICE CHAIR, REGENT	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
MICHELLE HIEPLER
REGENT THRU 08/22	1.00	0.00	Yes (X)		$0	$0	$0
ALAN BEARD
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
EDWIN BIGGERS
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
M BRETT BIGGS
REGENT THRU 06/23	1.00	0.00	Yes (X)		$0	$0	$0
DALE BROWN
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
SHELLE ENSIO
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
SETH HAYE
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
JEREMY JOHNSON
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
PETER JOHNSON JR
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
DENNIS LEWIS
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
JOHN LEWIS
ASSISTANT SECRETARY, REGENT	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
KIMBERLY LINDLEY
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
FAYE WILLIAMS CRADDOLPH
REGENT	1.00	1.00	Yes (X)		$0	$0	$0
VIRGINIA MILSTEAD
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
MICHAEL OKABAYASHI
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
JOHN PLUEGER
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
STEPHEN STEWART
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
JAY WELKER
SECRETARY, REGENT	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
TIMOTHY PHILLIPS
REGENT THRU 01/23	1.00	0.00	Yes (X)		$0	$0	$0
ERIC WOLFORD
REGENT	1.00	0.00	Yes (X)		$0	$0	$0
R CHARLES WALKER JR
REGENT AS OF 02/23	1.00	0.00	Yes (X)		$0	$0	$0
GARY HANSON
SENIOR EVP	40.00	0.00		Yes (X)	$487,520	$0	$60,284
DAMON SEAN BURNETT
SVP, INTEGRATED MARKETING & CMO	40.00	0.00		Yes (X)	$209,363	$0	$90,988
PHIL PHILLIPS
EVP FOR ADMINISTRATION & COO	40.00	0.00		Yes (X)	$336,919	$0	$245,413
GREG RAMIREZ
CHIEF FINANCIAL OFFICER	40.00	1.00		Yes (X)	$350,871	$0	$34,257
CONNIE HORTON
VP FOR STUDENT AFFAIRS	40.00	0.00		Yes (X)	$191,529	$0	$155,250
SARA YOUNG JACKSON
CHANCELLOR	40.00	0.00		Yes (X)	$440,811	$0	$52,375
SARA COSENTINO
VP FOR ADV & CHIEF DEV OFFICER	40.00	1.00		Yes (X)	$348,320	$0	$84,180
DANIEL DEWALT
VP & CHIEF OF STAFF	40.00	2.00		Yes (X)	$337,306	$0	$49,169
LARRY PERRIN
SVP STRATEGIC IMPLEMENTATION	40.00	0.00		Yes (X)	$355,957	$0	$67,317
NICOLLE TAYLOR
VP AND CHIEF BUSINESS OFFICER	40.00	1.00		Yes (X)	$321,344	$0	$45,077
JERI-ELAYNE GOOSBY SMITH
VP COMM BELONGING & CDO	40.00	0.00		Yes (X)	$298,888	$0	$42,722
JAY BREWSTER
PROVOST	40.00	0.00		Yes (X)	$394,591	$0	$305,454
MICHAEL THOMAS
VP, INTEGRATED MARKETING	40.00	0.00		Yes (X)	$205,294	$0	$16,216
LEE KATS
VICE PROVOST	40.00	0.00			$341,992	$0	$38,996	Yes (X)
MICHAEL FELTNER
DEAN, SEAVER & PROFESSOR	40.00	0.00			$339,562	$0	$81,282	Yes (X)
FAYE HOLTON
DIRECTOR OF INVESTMENTS	35.00	6.00			$238,556	$0	$41,884	Yes (X)
JEFFREY ROHDE
CHIEF INVESTMENT OFFICER	40.00	2.00			$406,727	$0	$74,045	Yes (X)
JONATHAN SEE
CHIEF INFORMATION OFFICER	40.00	0.00			$238,939	$0	$41,661	Yes (X)
DAVID SMITH
INT DEAN, GRAZ BUS SCHOOL, THRU 10/22	40.00	0.00			$298,607	$0	$76,817	Yes (X)
FARZIN MADJIDI
INTERIM DEAN, GSEP	40.00	0.00			$235,152	$0	$43,368	Yes (X)
MICHAEL NICKS
DIRECTOR OF INVESTMENTS	40.00	0.00			$237,877	$0	$74,355	Yes (X)
LAURA PONDER
CONTROLLER	40.00	1.00			$214,472	$0	$27,282	Yes (X)
LORENZO ROMAR
HEAD COACH, BASKETBALL	40.00	0.00			$772,329	$0	$43,203		Yes (X)
DERYCK JANSE VAN RENSBURG
PROFESSOR, GRAZIADIO BUS SCHOOL	40.00	0.00			$464,941	$0	$75,655		Yes (X)
EDWARD LARSON
DARLING CHAIR IN LAW & PROFESS	40.00	0.00			$338,840	$0	$49,811		Yes (X)
MARC GOODMAN
GEN COUNS THRU 04/23, V. CHANCELLOR AS OF 05/23	40.00	0.00			$404,308	$0	$42,637		Yes (X)
SUKHSIMRANJIT SINGH
MNGING DIR STRAUS INST, PROF	40.00	0.00			$455,631	$0	$43,096		Yes (X)
RICK MARRS
PROFESSOR OF RELIGION	40.00	0.00			$174,791	$0	$240,366			Yes (X)
RICK GIBSON
SV CHANCELLOR	40.00	0.00			$167,751	$0	$141,733			Yes (X)
SAMUEL HINKLE
SV CHANCELLOR	40.00	0.00			$185,195	$0	$121,802			Yes (X)
PAUL CARON
DEAN, CARUSO SCHOOL OF LAW	40.00	0.00			$318,891	$0	$190,907			Yes (X)
HELEN WILLIAMS
DEAN, GSEP	40.00	0.00			$131,270	$0	$207,051			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$11,023,126	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,244,763	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	475	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
2U INC
7900 HARKINS ROAD	LANHAM	MD	20706	E-LEARNING	$74,607,880
THE PENTA BUILDING GROUP LLC
181 E WARM SPRINGS ROAD	LAS VEGAS	NV	89119	CONSTRUCTION	$9,194,545
SODEXO INC & AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152516170	CATERING	$8,430,072
PERKINS & WILL INC
PO BOX 71181	CHICAGO	IL	606941181	CONSULTING	$7,173,178
BON APPETIT MANAGEMENT COMPANY
PO BOX 50196	LOS ANGELES	CA	900740196	CATERING	$3,482,649

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	125	CntrctRcvdGreaterThan100KCnt
Fundraising	$960,832	FundraisingAmt
Related Organizations	$613,837	RelatedOrganizationsAmt
Government Grants	$4,609,997	GovernmentGrantsAmt
All Other Contributions	$37,891,689	AllOtherContributionsAmt
Noncash Contributions	$5,492,621	NoncashContributionsAmt
Total Contributions	$44,076,355	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION & FEES	611710	$503,811,520	$503,811,520
ROOM AND BOARD	611710	$50,922,770	$50,922,770
SALES AND SERVICES	611710	$3,960,717	$3,960,717
OTHER REVENUE	611710	$3,467,809	$3,467,809

Field	Value	IRS element (for citing)
Total Program Service Revenue	$562,162,816	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,455,194	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,518,613	UnrelatedBusinessRevenueAmt
Exclusion	$32,936,581	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$762,540	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$762,540	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$762,540	TotalRevenueColumnAmt
Related Or Exempt Func Income	$28,829	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$98,782	UnrelatedBusinessRevenueAmt
Exclusion	$634,929	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$252,755,421	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$208,183,091	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$44,572,330	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,572,330	TotalRevenueColumnAmt
Unrelated Business Revenue	$4,511,111	UnrelatedBusinessRevenueAmt
Exclusion	$40,061,219	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$644,230	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$960,832	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$1,333,635	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$689,405	TotalRevenueColumnAmt
Exclusion	-$689,405	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$1,720	GamingGrossIncomeAmt
Gaming Direct Expenses	$658	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,062	TotalRevenueColumnAmt
Exclusion	$1,062	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
SALES AND SERVICES	900099	$8,041,266	$3,388,987	$4,652,279
OTHER REVENUE	900099	$3,354,124	$99,850	$3,254,274
SWITZERLAND SUBSIDY	900099	$1,076,853		$1,076,853

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,000,000	TotalRevenueColumnAmt
Exclusion	$1,000,000	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$13,472,243	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$699,813,135	TotalRevenueColumnAmt
Related Or Exempt Func Income	$562,191,645	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$10,617,343	UnrelatedBusinessRevenueAmt
Exclusion	$82,927,792	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$14,294	TotalAmt
Program Services	$14,294	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$142,455,113	TotalAmt
Program Services	$142,455,113	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$12,239,597	TotalAmt
Program Services	$12,239,597	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$9,471,227	TotalAmt
Program Services	$2,675,870	ProgramServicesAmt
Management And General	$5,248,886	ManagementAndGeneralAmt
Fundraising	$1,546,471	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$3,109,836	TotalAmt
Program Services	$2,058,945	ProgramServicesAmt
Management And General	$701,883	ManagementAndGeneralAmt
Fundraising	$349,008	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$173,335,467	TotalAmt
Program Services	$130,977,439	ProgramServicesAmt
Management And General	$38,843,392	ManagementAndGeneralAmt
Fundraising	$3,514,636	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,315,694	TotalAmt
Program Services	$8,247,365	ProgramServicesAmt
Management And General	$2,869,680	ManagementAndGeneralAmt
Fundraising	$198,649	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$27,618,753	TotalAmt
Program Services	$23,562,243	ProgramServicesAmt
Management And General	$3,268,799	ManagementAndGeneralAmt
Fundraising	$787,711	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,561,340	TotalAmt
Program Services	$8,879,305	ProgramServicesAmt
Management And General	$3,366,768	ManagementAndGeneralAmt
Fundraising	$315,267	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,512,082	TotalAmt
Program Services	$76,276	ProgramServicesAmt
Management And General	$1,435,705	ManagementAndGeneralAmt
Fundraising	$101	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,336,243	TotalAmt
Program Services	$1,167	ProgramServicesAmt
Management And General	$1,335,076	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,929	TotalAmt
Management And General	$5,929	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$360,992	TotalAmt
Fundraising	$360,992	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,991,241	TotalAmt
Management And General	$5,991,241	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$79,998,490	TotalAmt
Program Services	$76,249,499	ProgramServicesAmt
Management And General	$3,688,873	ManagementAndGeneralAmt
Fundraising	$60,118	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$6,735,929	TotalAmt
Program Services	$5,329,645	ProgramServicesAmt
Management And General	$1,322,087	ManagementAndGeneralAmt
Fundraising	$84,197	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,658,780	TotalAmt
Program Services	$5,225,289	ProgramServicesAmt
Management And General	$2,286,637	ManagementAndGeneralAmt
Fundraising	$146,854	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,705,306	TotalAmt
Program Services	$3,331,755	ProgramServicesAmt
Management And General	$4,371,032	ManagementAndGeneralAmt
Fundraising	$2,519	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$15,260,762	TotalAmt
Program Services	$10,023,030	ProgramServicesAmt
Management And General	$5,213,260	ManagementAndGeneralAmt
Fundraising	$24,472	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,920,678	TotalAmt
Program Services	$9,349,499	ProgramServicesAmt
Management And General	$3,384,886	ManagementAndGeneralAmt
Fundraising	$186,293	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,300,483	TotalAmt
Program Services	$3,595,297	ProgramServicesAmt
Management And General	$1,683,688	ManagementAndGeneralAmt
Fundraising	$21,498	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,333,546	TotalAmt
Program Services	$15,618,813	ProgramServicesAmt
Management And General	$2,638,357	ManagementAndGeneralAmt
Fundraising	$76,376	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,437,447	TotalAmt
Program Services	$22,205,396	ProgramServicesAmt
Management And General	$5,123,467	ManagementAndGeneralAmt
Fundraising	$108,584	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,881,333	TotalAmt
Program Services	$381,732	ProgramServicesAmt
Management And General	$6,499,601	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
STUDENT MEALS	$12,785,760	$1,423,714	$11,362,046
CONSTRUCTION & EQUIP	$11,836,121	$2,552,085	$9,268,072	$15,964
EQUIPMENT RENTAL & MAIN	$4,539,229	$1,885,252	$2,651,625	$2,352
LIBRARY EXPENSES	$2,003,622	$2,002,169	$1,453

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,714,802	TotalAmt
Program Services	$27,468,221	ProgramServicesAmt
Management And General	$74,449	ManagementAndGeneralAmt
Fundraising	$1,172,132	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$649,440,096	TotalAmt
Program Services	$517,829,010	ProgramServicesAmt
Management And General	$122,636,892	ManagementAndGeneralAmt
Fundraising	$8,974,194	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$122,949,814	BOYAmt
EOY	$7,672,132	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$31,149,525	BOYAmt
EOY	$114,376,298	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$50,854,847	BOYAmt
EOY	$47,298,162	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$17,018,390	BOYAmt
EOY	$12,105,061	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$1,240,575	BOYAmt
EOY	$1,225,934	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,089,375	BOYAmt
EOY	$5,792,400	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,882,702	BOYAmt
EOY	$11,433,597	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$875,005,975	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$300,962,230	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$541,744,082	BOYAmt
EOY	$574,043,745	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$477,943,289	BOYAmt
EOY	$523,282,503	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$922,607,069	BOYAmt
EOY	$897,329,026	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$13,300,557	BOYAmt
EOY	$12,601,614	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$257,190,166	BOYAmt
EOY	$267,670,454	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,445,970,391	BOYAmt
EOY	$2,474,830,926	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$52,698,500	BOYAmt
EOY	$51,477,405	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$29,083,484	BOYAmt
EOY	$29,535,598	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$39,706,408	BOYAmt
EOY	$34,869,223	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$30,372,135	BOYAmt
EOY	$29,091,630	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$630,081,469	BOYAmt
EOY	$617,350,181	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$781,941,996	BOYAmt
EOY	$762,324,037	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$992,618,697	BOYAmt
EOY	$1,008,364,317	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$671,409,698	BOYAmt
EOY	$704,142,572	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,664,028,395	BOYAmt
EOY	$1,712,506,889	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,445,970,391	BOYAmt
EOY	$2,474,830,926	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$50,373,039	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$451,219	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$285,000	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$1,158,326	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$34,179,043	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$55,834,209	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$67,242,887	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$71,538,193	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,076,355	CurrentTaxYearAmt
Total	$272,870,687	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$34,179,043	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$55,834,209	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$67,242,887	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$71,538,193	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,076,355	CurrentTaxYearAmt
Total	$272,870,687	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$6,988,322	SubstantialContributorsTotAmt
Public Support Total170	$265,882,365	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,381,851	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$29,452,634	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$79,329,098	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,255,394	CurrentTaxYearMinus1YearAmt
Current Tax Year	$33,571,510	CurrentTaxYearAmt
Total	$208,990,487	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$538,255	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,400,240	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,172,617	CurrentTaxYearAmt
Total	$6,111,112	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,011,772	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,994,544	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,303,956	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,819,913	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,629,356	CurrentTaxYearAmt
Total	$37,759,541	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$525,731,827	TotalSupportAmt
Gross Receipts Rltd Activities	$2,468,236,489	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.50570	PublicSupportCY170Pct
Public Support PY170	0.53290	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	FUNDRAISING EVENTS GAMING - 2018 AMOUNT: $ 468,457. 2019 AMOUNT: $ 397,936. 2020 AMOUNT: $ 103,145. 2021 AMOUNT: $ 377,142. 2022 AMOUNT: $ 644,230. GAIN ON EXTINGUISHMENT OF DEBT - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 1,076,454. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. OTHER INCOME - 2018 AMOUNT: $ 3,065,529. 2019 AMOUNT: $ 5,806,779. 2020 AMOUNT: $ 115,661. 2021 AMOUNT: $ 3,184,968. 2022 AMOUNT: $ 5,331,127. SALES AND SERVICES - 2018 AMOUNT: $ 4,477,786. 2019 AMOUNT: $ 1,917,076. 2020 AMOUNT: $ 1,447,201. 2021 AMOUNT: $ 3,254,943. 2022 AMOUNT: $ 4,652,279. GAMING INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 3,120. 2020 AMOUNT: $ 4,960. 2021 AMOUNT: $ 2,860. 2022 AMOUNT: $ 1,720. INSURANCE SETTLEMENT - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 793,179. 2020 AMOUNT: $ 632,989. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (1)	GrantsOtherOrganizationsInd
Grants Other Organizations	$2,407	GrantsOtherOrganizationsAmt
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$3,523	OtherActivitiesAmt
Total Lobbying Expenditures	$5,930	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	LINE 1(F), GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES: THE UNIVERSITY PAID MEMBERSHIP DUES TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS AND THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES, A PORTION OF WHICH WAS USED BY THE ORGANIZATIONS TO LOBBY FOR HIGHER EDUCATION INITIATIVES. LINE 1(I), OTHER ACTIVITIES: THE UNIVERSITY HIRED A LOBBYING FIRM IN CONNECTION WITH LAND USE ISSUES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	8	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$268,236	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$151,000	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$1,567,354	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$11,100,844	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,200,868,391	BeginningYearBalanceAmt
Contributions	$27,297,369	ContributionsAmt
Investment Earnings Or Losses	$48,419,708	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,825,278	GrantsOrScholarshipsAmt
Other Expenditures	$40,888,685	OtherExpendituresAmt
End Year Balance	$1,218,871,505	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,145,290,820	BeginningYearBalanceAmt
Contributions	$87,393,092	ContributionsAmt
Investment Earnings Or Losses	$21,517,845	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,113,915	GrantsOrScholarshipsAmt
Other Expenditures	$37,219,451	OtherExpendituresAmt
End Year Balance	$1,200,868,391	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$908,307,875	BeginningYearBalanceAmt
Contributions	$23,371,272	ContributionsAmt
Investment Earnings Or Losses	$273,594,646	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,474,077	GrantsOrScholarshipsAmt
Other Expenditures	$44,508,896	OtherExpendituresAmt
End Year Balance	$1,145,290,820	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$917,551,019	BeginningYearBalanceAmt
Contributions	$53,457,004	ContributionsAmt
Investment Earnings Or Losses	-$15,420,363	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,036,229	GrantsOrScholarshipsAmt
Other Expenditures	$32,243,556	OtherExpendituresAmt
End Year Balance	$908,307,875	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$904,143,256	BeginningYearBalanceAmt
Contributions	$20,848,280	ContributionsAmt
Investment Earnings Or Losses	$38,449,008	InvestmentEarningsOrLossesAmt
Other Expenditures	$45,889,525	OtherExpendituresAmt
End Year Balance	$917,551,019	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.56010	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.34482	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.09508	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,719,804	OtherCostOrOtherBasisAmt
Book Value	$24,719,804	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$32,731,434	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$747,794,409	OtherCostOrOtherBasisAmt
Depreciation	$280,121,146	DepreciationAmt
Book Value	$500,404,697	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$49,497,618	OtherCostOrOtherBasisAmt
Depreciation	$20,562,074	DepreciationAmt
Book Value	$28,935,544	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,262,710	OtherCostOrOtherBasisAmt
Depreciation	$279,010	DepreciationAmt
Book Value	$19,983,700	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$574,043,745	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$895,238,198	F
LIMITED PARTNERSHIPS	$1,278,206	F
OTHER INVESTMENTS	$509,481	F
CASH & CASH EQUIV. INVESTMENTS	$303,141	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$897,329,026	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
ASSETS HELD AS TRUSTEE	$63,346,906
INVESTMENTS IN SUBSIDIARIES	$97,025,841
ASSETS UNDER AGENCY AGREEMENTS	$66,448,030
RIGHT OF USE ASSETS	$40,849,677

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$267,670,454	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
U.S. GOVERNMENT STUDENT LOANS	$3,437,708
TAXABLE BOND LIABILITIES	$565,314,695
LEASE LIABILITY	$48,597,778

Field	Value	IRS element (for citing)
Total Liability	$617,350,181	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$538,692,523	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$451,219	NetUnrealizedGainsInvstAmt
Other Revenue	$170,489	OtherRevenueAmt
Revenue Not Reported	-$280,730	RevenueNotReportedAmt
Revenue Subtotal	$538,973,253	RevenueSubtotalAmt
Investment Expenses Not Incld	$5,991,241	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$154,848,641	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$160,839,882	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$699,813,135	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$489,929,029	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$1,333,635	OtherExpensesIncludedAmt
Expenses Not Reported	$1,333,635	ExpensesNotReportedAmt
Expenses Subtotal	$488,595,394	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$5,991,241	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$154,853,461	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$160,844,702	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$649,440,096	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	COLLECTION OF ART AND OTHER SIMILAR ASSETS: COLLECTIONS CONSIST OF ITEMS ACQUIRED BY THE UNIVERSITY'S LIBRARY THAT REQUIRE SPECIAL HANDLING DUE TO THEIR RARITY, VALUE, AND/OR PHYSICAL CONDITION. THE UNIVERSITY ALSO MAINTAINS AN ARCHIVAL COLLECTION OF OFFICIAL DOCUMENTS, PAPERS, PUBLICATIONS, AND ARTIFACTS OF PEPPERDINE UNIVERSITY AND PERSONS CONNECTED WITH THE UNIVERSITY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH, AND PUBLIC EXHIBITION.
PART IV, LINE 2B:	ESCROW AND CUSTODIAL ARRANGEMENTS: PEPPERDINE UNIVERSITY RECORDS A CUSTODIAL LIABILITY FOR CHARITABLE GIFT ANNUITIES, CHARITABLE REMAINDER TRUSTS, AND LIFE ESTATES THAT ARE SUBJECT TO LIFE INTERESTS OF THE BENEFICIARIES. NO SIGNIFICANT FINANCIAL BENEFIT CAN BE REALIZED UNTIL THE CONTRACTUAL OBLIGATIONS ARE RELEASED. THE UNIVERSITY ALSO ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS, AS WELL AS STUDENT GROUPS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE GROUPS.
PART V, LINE 4:	USE OF ENDOWMENT FUNDS: THE INTENT OF PEPPERDINE UNIVERSITY'S ENDOWMENT FUND IS TO GENERATE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSE, INCLUDING EDUCATION, RESEARCH, AND SCHOLARSHIP.
PART X, LINE 2:	LIABILITY FOR UNCERTAIN TAX POSITIONS: AS A NOT-FOR-PROFIT EDUCATIONAL INSTITUTION, THE UNIVERSITY IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE (EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME). SINCE THE UNIVERSITY'S UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JULY 31, 2023 AND 2022 WAS IMMATERIAL, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	ACTUARIAL ADJUSTMENT OF TRUST OBLIGATIONS 484,704. GROSS-UP WEI TRANSFER -4,820. FUNDRAISING EXP REPORTED AS FUNCTIONAL EXP ON FS 1,333,635. CHANGE IN VALUE OF BENEFICIAL INTEREST -1,643,030.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	GROSS-UP NON-OPERATING EXP REPORTED NET ON FINANCIALS 153,931. GROSS-UP FINANCIAL AID REPORTED NET ON FINANCIALS 154,694,710.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	FUNDRAISING EXP REPORTED NET OF REVENUE ON FORM 990 1,333,635.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	GROSS-UP NON-OPERATING EXP REPORTED NET ON FINANCIALS 153,931. GROSS-UP WEI TRANSFER 4,820. GROSS-UP FINANCIAL AID REPORTED NET ON FINANCIALS 154,694,710.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	PEPPERDINE UNIVERSITY DISPLAYS A NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY, PUBLICLY ACCESSIBLE INTERNET HOMEPAGE AT ALL TIMES IN ACCORDANCE WITH REV. PROC. 2019-22.
SCHEDULE E, PART I, LINE 6	PEPPERDINE UNIVERSITY IS AWARDED GRANTS FROM GOVERNMENT AGENCIES TO PROVIDE FINANCIAL AID TO STUDENTS. THESE GOVERNMENT AGENCIES INCLUDE, BUT ARE NOT LIMITED TO, THE U.S. DEPARTMENT OF EDUCATION, THE CALIFORNIA STUDENT AID COMMISSION, AND THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	$234,141,325
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	INVESTMENTS	$28,601,666
EUROPE (INCLUDING ICELAND AND GREENLAND)	4	171	PROGRAM SERVICES	$17,437,254	EDUCATIONAL PROGRAMS
SOUTH AMERICA	1	26	PROGRAM SERVICES	$3,441,522	EDUCATIONAL PROGRAMS
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	$296,447	EDUCATIONAL PROGRAMS
SUB-SAHARAN AFRICA	0	27	PROGRAM SERVICES	$344,260	EDUCATIONAL PROGRAMS
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTMAKING	$9,178,471	SCHOLARSHIPS / FINANCIAL ASSISTANCE
SOUTH AMERICA	0	0	GRANTMAKING	$2,348,239	SCHOLARSHIPS / FINANCIAL ASSISTANCE
EAST ASIA AND THE PACIFIC	0	0	GRANTMAKING	$295,794	SCHOLARSHIPS / FINANCIAL ASSISTANCE
SUB-SAHARAN AFRICA	0	0	GRANTMAKING	$417,093	SCHOLARSHIPS / FINANCIAL ASSISTANCE

Field	Value	IRS element (for citing)
Subtotal Offices	5	SubtotalOfficesCnt
Subtotal Employees	224	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	5	TotalOfficeCnt
Total Employee	224	TotalEmployeeCnt
Subtotal Spent	$295,789,184	SubtotalSpentAmt
Continuation Spent	$712,887	ContinuationSpentAmt
Total Spent	$296,502,071	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPS / FINANCIAL ASSISTANCE	EUROPE (INCLUDING ICELAND AND GREENLAND)	528	$9,178,471	STUDENT ACCOUNT	N/A	N/A
SCHOLARSHIPS / FINANCIAL ASSISTANCE	SOUTH AMERICA	114	$2,348,239	STUDENT ACCOUNT	N/A	N/A
SCHOLARSHIPS / FINANCIAL ASSISTANCE	EAST ASIA AND THE PACIFIC	41	$295,794	STUDENT ACCOUNT	N/A	N/A
SCHOLARSHIPS / FINANCIAL ASSISTANCE	SUB-SAHARAN AFRICA	49	$417,093	STUDENT ACCOUNT	N/A	N/A

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	MONITORING OF FUNDS: PEPPERDINE UNIVERSITY MAINTAINS AN OFFICE OF RESEARCH, GRANTS, AND FOUNDATION RELATIONS THAT OVERSEES THE ADMINISTRATION OF ALL GRANTS, DOMESTIC AND INTERNATIONAL, TO ENSURE COMPLIANCE WITH GRANT REQUIREMENTS, AS WELL AS LAWS AND REGULATIONS. FURTHER OVERSIGHT IS PROVIDED BY THE UNIVERSITY'S FINANCE OFFICE.
PART III ACCOUNTING METHOD:
PART I, LINE 3(F):	ACCOUNTING BASIS: EXPENDITURES IN COLUMN (F) ARE THE REGIONAL EXPENDITURES INCURRED BY THE UNIVERSITY IN U.S. DOLLARS AND BASED ON THE ACCRUAL BASIS OF ACCOUNTING.
PART III, COL (C):	NUMBER OF RECIPIENTS: THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS DETERMINED BY REVIEWING THE ACTUAL NUMBER OF STUDENTS THAT RECEIVED AID FOR THE RESPECTIVE REGION.
PART III, COL (D):	ACCOUNTING BASIS: EXPENDITURES REPORTED IN COLUMN (D) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
KDD PHILANTHROPY
11324 SHOREPOINTE COURT	SAN DIEGO	CA	92130	PROVIDE FUNDRAISING TRAINING	0	$0	$153,403	$0
INSPIRE
15500 WEST SUNSET BOULEVARD SUITE	PACIFIC PALISADES	CA	90272	SUPPORT FUNDRAISING EVENTS	0	$0	$111,494	$0
PEGGY GRANDE
2216 SAN GORGONIO RD	LA CANADA FLINTRIDGE	CA	91011	CULTIVATE DONOR RELATIONSHIPS	0	$0	$96,095	$0

Field	Value	IRS element (for citing)
Total Retained By Contractors	$360,992	TotalRetainedByContractorsAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$573,834	GrossReceiptsEvent1Amt
Charitable Contri Event1	$371,732	CharitableContriEvent1Amt
Gross Revenue Event1	$202,102	GrossRevenueEvent1Amt
Food And Beverage Event1	$2,159	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$331,461	OtherDirectExpensesEvent1Amt
Event2	ASSOC. DINNER	Event2Nm
Gross Receipts Event2	$748,650	GrossReceiptsEvent2Amt
Charitable Contri Event2	$518,100	CharitableContriEvent2Amt
Gross Revenue Event2	$230,550	GrossRevenueEvent2Amt
Food And Beverage Event2	$298,956	FoodAndBeverageEvent2Amt
Entertainment Event2	$114,250	EntertainmentEvent2Amt
Other Direct Expenses Event2	$179,901	OtherDirectExpensesEvent2Amt
Other Events Total	4	OtherEventsTotalCnt
Gross Receipts Other Events	$282,578	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$71,000	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$211,578	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$202,406	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$318	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$204,184	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,605,062	GrossReceiptsTotalAmt
Charitable Contributions Tot	$960,832	CharitableContributionsTotAmt
Gross Revenue Total Events	$644,230	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$503,521	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$114,568	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$715,546	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$1,333,635	DirectExpenseSummaryEventsAmt
Net Income Summary	-$689,405	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS / FINANCIAL AID PAID	GrantTypeTxt
Recipient	6052	RecipientCnt
Cash Grant	$142,455,113	CashGrantAmt
Valuation Method Used	N/A	ValuationMethodUsedDesc
Non Cash Assistance	N/A	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

MONITORING USE OF FUNDS: GRANTS ARE PROVIDED ON THE BASIS OF VERIFIED FINANCIAL NEED OR MERIT. THE UNIVERSITY DOES NOT UNLAWFULLY DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, SEX, DISABILITY, OR PRIOR MILITARY SERVICE. FINANCIAL ASSISTANCE IS MONITORED SO THAT IT IS IN COMPLIANCE WITH AWARDING TERMS AND CONDITIONS. EXPENDITURES ARE REVIEWED FOR PERMISSIBILITY AND COMPLIANCE. STUDENTS ARE REQUIRED TO SUBMIT APPROPRIATE DOCUMENTS PRIOR TO APPROVAL.

PART III, LINE (B)

NUMBER OF RECIPIENTS: CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. THE NUMBER OF RECIPIENTS REPRESENTS ONLY THE NUMBER OF STUDENTS RECEIVING INSTITUTIONAL FUNDING AND FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS. OUTSIDE GRANTS, OR APPLICATIONS OF FUNDS PROVIDED BY OUTSIDE ORGANIZATIONS, ARE NOT INCLUDED.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES GASH
PRESIDENT & CEO	$483,187	$0	$290,970	$0	$4,425	$0	$30,500	$0	$309,610	$0	$1,118,692	$0	$0	$0
LORENZO ROMAR
HEAD COACH, BASKETBALL	$737,390	$0	$25,000	$0	$9,939	$0	$12,200	$0	$31,003	$0	$815,532	$0	$0	$0
JAY BREWSTER
PROVOST	$336,539	$0	$52,000	$0	$6,052	$0	$25,200	$0	$280,254	$0	$700,045	$0	$0	$0
PHIL PHILLIPS
EVP FOR ADMINISTRATION & COO	$259,785	$0	$54,000	$0	$23,134	$0	$56,492	$0	$188,921	$0	$582,332	$0	$0	$0
GARY HANSON
SENIOR EVP	$407,452	$0	$69,000	$0	$11,068	$0	$23,902	$0	$36,382	$0	$547,804	$0	$0	$0
DERYCK JANSE VAN RENSBURG
PROFESSOR, GRAZIADIO BUS SCHOOL	$457,184	$0	$0	$0	$7,757	$0	$27,386	$0	$48,269	$0	$540,596	$0	$0	$0
PAUL CARON
DEAN, CARUSO SCHOOL OF LAW	$241,463	$0	$48,000	$0	$29,428	$0	$53,081	$0	$137,826	$0	$509,798	$0	$0	$0
SUKHSIMRANJIT SINGH
MNGING DIR STRAUS INST, PROF	$386,586	$0	$0	$0	$69,045	$0	$19,008	$0	$24,088	$0	$498,727	$0	$0	$0
SARA YOUNG JACKSON
CHANCELLOR	$324,969	$0	$52,000	$0	$63,842	$0	$30,500	$0	$21,875	$0	$493,186	$0	$0	$0
JEFFREY ROHDE
CHIEF INVESTMENT OFFICER	$328,942	$0	$77,185	$0	$600	$0	$30,500	$0	$43,545	$0	$480,772	$0	$0	$0
MARC GOODMAN
GEN COUNS THRU 04/23, V. CHANCELLOR	$296,419	$0	$47,000	$0	$60,889	$0	$30,128	$0	$12,509	$0	$446,945	$0	$0	$0
SARA COSENTINO
VP FOR ADV & CHIEF DEV OFFICER	$298,367	$0	$46,000	$0	$3,953	$0	$30,500	$0	$53,680	$0	$432,500	$0	$0	$0
LARRY PERRIN
SVP STRATEGIC IMPLEMENTATION	$305,109	$0	$45,000	$0	$5,848	$0	$30,500	$0	$36,817	$0	$423,274	$0	$0	$0
MICHAEL FELTNER
DEAN, SEAVER & PROFESSOR	$298,293	$0	$34,000	$0	$7,269	$0	$30,500	$0	$50,782	$0	$420,844	$0	$0	$0
RICK MARRS
PROFESSOR OF RELIGION	$143,176	$0	$0	$0	$31,615	$0	$58,508	$0	$181,858	$0	$415,157	$0	$0	$0
EDWARD LARSON
DARLING CHAIR IN LAW & PROFESS	$287,278	$0	$30,000	$0	$21,562	$0	$29,141	$0	$20,670	$0	$388,651	$0	$0	$0
DANIEL DEWALT
VP & CHIEF OF STAFF	$288,707	$0	$45,000	$0	$3,599	$0	$29,277	$0	$19,892	$0	$386,475	$0	$0	$0
GREG RAMIREZ
CHIEF FINANCIAL OFFICER	$305,021	$0	$45,000	$0	$850	$0	$30,461	$0	$3,796	$0	$385,128	$0	$0	$0
LEE KATS
VICE PROVOST	$275,820	$0	$33,000	$0	$33,172	$0	$27,970	$0	$11,026	$0	$380,988	$0	$0	$0
DAVID SMITH
INT DEAN, GRAZ BUS SCHOOL, THRU 10/2	$268,643	$0	$0	$0	$29,964	$0	$26,640	$0	$50,177	$0	$375,424	$0	$0	$0
NICOLLE TAYLOR
VP AND CHIEF BUSINESS OFFICER	$275,159	$0	$45,000	$0	$1,185	$0	$27,822	$0	$17,255	$0	$366,421	$0	$0	$0
CONNIE HORTON
VP FOR STUDENT AFFAIRS	$132,531	$0	$31,000	$0	$27,998	$0	$59,047	$0	$96,203	$0	$346,779	$0	$0	$0
JERI-ELAYNE GOOSBY SMITH
VP COMM BELONGING & CDO	$204,863	$0	$28,000	$0	$66,025	$0	$12,350	$0	$30,372	$0	$341,610	$0	$0	$0
HELEN WILLIAMS
DEAN, GSEP	$89,753	$0	$18,000	$0	$23,517	$0	$48,598	$0	$158,453	$0	$338,321	$0	$0	$0
MICHAEL NICKS
DIRECTOR OF INVESTMENTS	$228,229	$0	$8,000	$0	$1,648	$0	$24,142	$0	$50,213	$0	$312,232	$0	$0	$0
RICK GIBSON
SV CHANCELLOR	$148,686	$0	$0	$0	$19,065	$0	$48,958	$0	$92,775	$0	$309,484	$0	$0	$0
SAMUEL HINKLE
SV CHANCELLOR	$91,889	$0	$0	$0	$93,306	$0	$55,774	$0	$66,028	$0	$306,997	$0	$79,663	$0
DAMON SEAN BURNETT
SVP, INTEGRATED MARKETING & CMO	$146,287	$0	$25,000	$0	$38,076	$0	$4,631	$0	$86,357	$0	$300,351	$0	$0	$0
JONATHAN SEE
CHIEF INFORMATION OFFICER	$236,746	$0	$0	$0	$2,193	$0	$24,053	$0	$17,608	$0	$280,600	$0	$0	$0
FAYE HOLTON
DIRECTOR OF INVESTMENTS	$227,729	$0	$8,000	$0	$2,827	$0	$23,264	$0	$18,620	$0	$280,440	$0	$0	$0
FARZIN MADJIDI
INTERIM DEAN, GSEP	$215,907	$0	$0	$0	$19,245	$0	$19,248	$0	$24,120	$0	$278,520	$0	$0	$0
LAURA PONDER
CONTROLLER	$196,539	$0	$4,000	$0	$13,933	$0	$18,103	$0	$9,179	$0	$241,754	$0	$0	$0
MICHAEL THOMAS
VP, INTEGRATED MARKETING	$148,500	$0	$5,000	$0	$51,794	$0	$0	$0	$16,216	$0	$221,510	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST CLASS TRAVEL: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, FIRST CLASS TRAVEL IS PERMITTED FOR CERTAIN OFFICERS AND EMPLOYEES FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. THREE OFFICERS LISTED ON FORM 990, PART VII FLEW FIRST CLASS FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2022. TRAVEL FOR COMPANIONS: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, CERTAIN OFFICERS AND EMPLOYEES' SPOUSES ARE PERMITTED TO TRAVEL ON OCCASION, WHEN NECESSARY FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. FIVE OFFICERS AND ONE HIGHEST COMPENSATED EMPLOYEE LISTED ON FORM 990, PART VII WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2022. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE UNIVERSITY PROVIDES TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TO EMPLOYEES THAT PROVIDE LATE SUBSTANTIATION OF EXPENSES UNDER ACCOUNTABLE PLAN RULES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. IN SOME CASES, TAX INDEMNIFICATION OR GROSS-UP PAYMENTS ARE ALSO PROVIDED FOR THE REIMBURSEMENT OF CERTAIN TAXABLE MOVING EXPENSES. ADDITIONALLY, AS PART OF THE MINISTERIAL HOUSING PROGRAM, THE UNIVERSITY ALSO PROVIDES ADDITIONAL COMPENSATION TO PARTICIPANTS FOR WAGE WITHHOLDING, IN AN AMOUNT EQUAL TO THE EMPLOYER'S SHARE OF THE PARTICIPANTS' SELF-EMPLOYMENT TAX. FIVE OFFICERS, THREE FORMER OFFICERS, AND TWO FORMER KEY EMPLOYEES LISTED ON FORM 990, PART VII WERE PROVIDED TAX INDEMNIFICATION OR GROSS-UP PAYMENTS DURING CALENDAR YEAR 2022. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: SUBJECT TO EXECUTIVE APPROVAL, THE UNIVERSITY PROVIDES A MINISTERIAL HOUSING ALLOWANCE TO EMPLOYEES WHO ARE MINISTERS. THE ALLOWANCE IS INCLUDED IN THE NONTAXABLE BENEFITS OF SUCH EMPLOYEES. THREE OFFICERS, THREE FORMER OFFICERS, AND TWO FORMER KEY EMPLOYEES LISTED ON FORM 990, PART VII WERE PROVIDED A MINISTERIAL HOUSING ALLOWANCE DURING CALENDAR YEAR 2022. ADDITIONALLY, ON-CAMPUS HOUSING PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER IS NOT INCLUDED IN TAXABLE WAGES. TWO OFFICERS LISTED ON FORM 990, PART VII WERE PROVIDED ON-CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER DURING CALENDAR YEAR 2022. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: EXPENDITURES FOR BUSINESS PURPOSES ARE APPROVED PURSUANT TO THE UNIVERSITY'S REIMBURSEMENT POLICIES. SUCH REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE WAGES. THREE OFFICERS AND TWO FORMER OFFICERS LISTED ON FORM 990, PART VII RECEIVED REIMBURSEMENTS FOR EXPENDITURES ASSOCIATED WITH HEALTH OR SOCIAL CLUB MEMBERSHIPS USED FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2022. PERSONAL SERVICES: EXPENDITURES FOR BUSINESS PURPOSES ARE APPROVED PURSUANT TO THE UNIVERSITY'S REIMBURSEMENT POLICIES. SUCH REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE WAGES. SEVEN OFFICERS AND TWO FORMER KEY EMPLOYEES WERE PROVIDED CAR SERVICES FOR BUSINESS RELATED TRANSPORTATION DURING CALENDAR YEAR 2022. ONE OFFICER WAS PROVIDED LAUNDRY SERVICES AND ONE OFFICER WAS PROVIDED LUGGAGE SERVICES IN CONNECTION WITH BUSINESS RELATED TRAVEL DURING CALENDAR YEAR 2022.
PART I, LINE 4B	SUPPLEMENTAL NONQUALIFIED PLANS: PEPPERDINE UNIVERSITY HAD AN INCENTIVE COMPENSATION PLAN FOR CERTAIN KEY EXECUTIVES. UNDER THE PLAN, UPON ACHIEVEMENT OF CERTAIN EXPECTATIONS AND GOALS, AND AT THE DISCRETION OF THE BOARD OF REGENTS, THE PARTICIPANT WOULD RECEIVE A UNIVERSITY CONTRIBUTION TO THE PLAN FOR THAT PLAN YEAR. UNIVERSITY CONTRIBUTIONS TO THE PLAN BECAME GRADUALLY VESTED BEGINNING WITH THE LAST DAY OF THE THIRD PLAN YEAR FOLLOWING THE CONTRIBUTION AND VESTED FULLY AT THE COMPLETION OF THE SEVENTH PLAN YEAR FOLLOWING THE AWARD. WHEN THE EMPLOYEE ATTAINED THE AGE OF 62, THE ACCOUNT FULLY VESTED AND WAS FULLY PAID OUT TO THE EMPLOYEE. THE VESTING SCHEDULE THEN ACCELERATED SUCH THAT THE EMPLOYEE WAS FULLY VESTED AFTER AGE 62. THIS INCENTIVE COMPENSATION PLAN ENDED EFFECTIVE AUGUST 1, 2022. NO AMOUNTS WERE AWARDED IN CALENDAR YEAR 2022. THE FOLLOWING AMOUNTS WERE VESTED AND INCLUDED IN THE EMPLOYEE'S COMPENSATION IN CALENDAR YEAR 2022: SAMUEL HINKLE - $79,663.
PART I, LINE 7	NONFIXED PAYMENTS: THE BOARD OF REGENTS, IN ITS DISCRETION, PROVIDES OBJECTIVES AND KEY RESULTS, AND POTENTIAL MAXIMUM BONUS AMOUNTS FOR THE PRESIDENT EACH YEAR. SIMILARLY, THE PRESIDENT, IN HIS DISCRETION, PROVIDES OBJECTIVES AND KEY RESULTS, AND POTENTIAL BONUSES FOR SELECT SENIOR ADMINISTRATORS EACH YEAR. THE BOARD OF REGENTS DEFINES THE MAXIMUM CUMULATIVE BONUS AMOUNT AVAILABLE FOR BONUS PLAN PARTICIPANTS EACH YEAR. OBJECTIVES AND KEY RESULTS FOR BOTH THE PRESIDENT AND SELECT SENIOR ADMINISTRATORS MAY SPAN ACROSS MULTIPLE YEARS. THE BOARD OF REGENTS ANNUALLY ASSESSES THE PRESIDENT'S PROGRESS TOWARD ACHIEVING OBJECTIVES AND KEY RESULTS, BOTH INDIVIDUALLY AND COLLECTIVELY, AND BASED UPON ITS SOLE ASSESSMENT, MAY AWARD A BONUS UP TO THE MAXIMUM POTENTIAL AMOUNT ESTABLISHED FOR A PARTICULAR OBJECTIVE AND KEY RESULT. SIMILARLY, THE PRESIDENT ANNUALLY ASSESSES SELECT SENIOR ADMINISTRATORS' PROGRESS TOWARD ACHIEVING OBJECTIVES AND KEY RESULTS, BOTH INDIVIDUALLY AND COLLECTIVELY, AND MAY AWARD A BONUS UP TO THE MAXIMUM AMOUNT ESTABLISHED FOR A PARTICULAR OBJECTIVE AND KEY RESULT. ADDITIONALLY, THE GOVERNANCE COMMITTEE ON ITS OWN INITIATIVE, OR AT THE REQUEST OF THE PRESIDENT, MAY AT ITS SOLE DISCRETION, CONDUCT AN INTERIM ASSESSMENT OF ANY PARTICULAR OBJECTIVE AND KEY RESULT. BASED ON ITS ASSESSMENT, THE GOVERNANCE COMMITTEE MAY RECOMMEND TO THE BOARD OF REGENTS ANY ACTION THAT MAY BE APPROPRIATE, INCLUDING FOR EXAMPLE, THAT A BONUS BE IMMEDIATELY AWARDED. LIKEWISE, THE PRESIDENT, MAY AT HIS SOLE DISCRETION, CONDUCT AN INTERIM ASSESSMENT OF ANY PARTICULAR OBJECTIVE AND KEY RESULT AND TAKE ANY ACTION THAT MAY BE APPROPRIATE, INCLUDING FOR EXAMPLE, THAT A BONUS BE IMMEDIATELY AWARDED TO SELECT SENIOR ADMINISTRATORS. THE GOVERNANCE COMMITTEE IS ANNUALLY APPRISED OF THE PRESIDENT'S RATIONALE AND AWARDS OF BONUSES TO SELECT SENIOR ADMINISTRATORS.
SCHEDULE J, PART II, COL (F):	REPORTED AS DEFERRED IN PRIOR YEAR: AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN (F), WERE PREVIOUSLY REPORTED ON THE UNIVERSITY'S FORM 990 FOR PRIOR YEARS AS AMOUNTS AWARDED UNDER THE INCENTIVE COMPENSATION PLAN DISCLOSED IN RESPONSE TO SCHEDULE J, PART I, LINE 4B.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A	521705592	130179AX2	2015-09-03	$87,786,387	REFUND 2005A & 2005B BONDS	Yes (1)	0	0
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B	521705592	130179FV1	2016-03-17	$117,753,105	REFUND 2010 BONDS, CONSTRUCTION & FACILITIES	Yes (1)	0	0
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C	521705592	130179LU6	2017-12-21	$24,514,680	REFUND 2012 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$9,510,000	$59,975,000	$87,786,387	$717,742	$87,068,645	2015	Yes (1)	0	Yes (1)	Yes (1)
B	$4,500,000	$88,690,000	$117,753,105	$868,673	$17,488,883	2016	0	Yes (1)	Yes (1)	Yes (1)	$99,395,549
C	$2,445,000		$24,514,680	$298,224	$24,216,456	2017	0	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0.00250	0.00250	Yes (1)
B	0.02610	0.02610	Yes (1)
C	0.00900	0.00900	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	0	Yes (1)
B	0	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

DATE REBATE COMPUTATION PERFORMED

ISSUER NAME: CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 03/17/2024

SCHEDULE K, PART I:

LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE: REFUND 2005A AND 2005B BONDS ORIGINALLY ISSUED ON 08/03/2005 AND 09/06/2005, RESPECTIVELY. LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE: REFUND 2010 BONDS ORIGINALLY ISSUED ON 04/28/10, AND CONSTRUCTION AND FACILITIES. LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE: REFUND 2012 BONDS ORIGINALLY ISSUED ON 06/05/2012. SCHEDULE K, PART IV, LINE 2C, COLUMN (B) DATE REBATE COMPUTATION WAS PERFORMED: 03/17/2024

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (7 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
MICHAEL NICKS
KEY EMPLOYEE	RELOCATION	Yes (X)	$320,000	$347,058	0	0	Yes (1)
JEFFREY ROHDE
KEY EMPLOYEE	RELOCATION	Yes (X)	$350,000	$368,114	0	0	Yes (1)
LARRY PERRIN
OFFICER	RELOCATION	Yes (X)	$100,000	$103,967	0	0	Yes (1)
DANIEL DEWALT
OFFICER	RELOCATION	Yes (X)	$100,000	$102,247	0	0	Yes (1)
SARA COSENTINO
OFFICER	RELOCATION	Yes (X)	$100,000	$102,244	0	0	Yes (1)
DAMON BURNETT
OFFICER	RELOCATION	Yes (X)	$100,000	$101,296	0	0	Yes (1)
MICHAEL THOMAS
OFFICER	RELOCATION	Yes (X)	$100,000	$101,008	0	0	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$1,225,934	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (13 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JEREMY MARRS
SON OF FORMER OFFICER	$192,758	EMPLOYMENT - COMPENSATION & BENEFITS	0
NICOLE MARRS
DAUGHTER-IN-LAW OF FORMER OFFICER	$172,761	EMPLOYMENT - COMPENSATION & BENEFITS	0
JENNIFER AKAMINE PHILLIPS
DAUGHTER-IN-LAW OF FORMER REGENT	$91,290	EMPLOYMENT - COMPENSATION & BENEFITS	0
RONALD PHILLIPS
FATHER OF OFFICER	$350,653	EMPLOYMENT - COMPENSATION & BENEFITS	0
SHANNON PHILLIPS
SISTER-IN-LAW OF OFFICER	$211,266	EMPLOYMENT - COMPENSATION & BENEFITS	0
PHILIP CHO
SON-IN-LAW OF OFFICER	$118,872	EMPLOYMENT - COMPENSATION & BENEFITS	0
AGNES GIBSON
SPOUSE OF FORMER OFFICER	$96,138	EMPLOYMENT - COMPENSATION & BENEFITS	0
STEPHEN BOST
SON OF FORMER REGENT	$100,256	EMPLOYMENT - COMPENSATION & BENEFITS	0
SHARON BEARD
SPOUSE OF REGENT	$249,011	EMPLOYMENT - COMPENSATION & BENEFITS	0
MARK COSENTINO
SPOUSE OF OFFICER	$111,125	EMPLOYMENT - COMPENSATION & BENEFITS	0
SYNONYMOUS
ENTITY CONTROLLED BY REGENT'S TRUST	$790,000	STRATEGIC PLANNING	0
JENNIFER GASH
DAUGHTER OF OFFICER	$14,463	EMPLOYMENT - COMPENSATION & BENEFITS	0
LUCY PERRIN
SPOUSE OF OFFICER	$50,518	EMPLOYMENT - COMPENSATION & BENEFITS	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$1,002,005	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$4	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RETAIL COST	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$345	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RETAIL COST	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	32	ContributionCnt
Noncash Contributions Rpt F990	$4,245,431	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG PRICE/DONATE DAY	MethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$100,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$2	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RETAIL COST	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	OTHER	56	$76,119	RETAIL COST
Yes (X)	AIR TRAVEL	2	$62,972	RETAIL COST
Yes (X)	CAR RENTALS	2	$3,295	RETAIL COST
Yes (X)	GIFT CERT	14	$2,448	RETAIL COST

Field	Value	IRS element (for citing)
Any Property That Must Be Held	Yes (1)	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 30B:	GIFT OF ART AND GIFT OF PARTNERSHIP INTEREST.
SCHEDULE M, PART I, COL (B):	NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE UNIVERSITY REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE INDIVIDUAL NUMBER OF ITEMS INCLUDED IN THOSE CONTRIBUTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1:	ORGANIZATION'S SIGNIFICANT ACTIVITIES: COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF PURPOSE, SERVICE, AND LEADERSHIP. THE UNIVERSITY ENROLLS APPROXIMATELY 10,000 STUDENTS IN ITS FIVE COLLEGES AND SCHOOLS. SEAVER COLLEGE, THE UNIVERSITY'S UNDERGRADUATE LIBERAL ARTS COLLEGE, THE CARUSO SCHOOL OF LAW, AND THE SCHOOL OF PUBLIC POLICY ARE HEADQUARTERED ON 830 ACRES IN THE SANTA MONICA MOUNTAINS OVERLOOKING THE PACIFIC OCEAN IN MALIBU, CALIFORNIA. THE GRADUATE SCHOOL OF EDUCATION AND PSYCHOLOGY AND THE PEPPERDINE GRAZIADIO BUSINESS SCHOOL ARE HEADQUARTERED AT THE UNIVERSITY'S WEST LOS ANGELES, CALIFORNIA GRADUATE CAMPUS.
FORM 990, PART I, LINE 6:	NUMBER OF VOLUNTEERS: THERE ARE A NUMBER OF STUDENTS AND ALUMNI THAT VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY. ACCORDINGLY, THE NUMBER OF VOLUNTEERS REPRESENTS THE NUMBER OF VOLUNTEER REGENTS ON THE BOARD OF REGENTS AS OF THE END OF THE TAX YEAR.
FORM 990, PART III, LINE 1:	ORGANIZATION'S MISSION: THE UNIVERSITY ENROLLS APPROXIMATELY 10,000 STUDENTS IN ITS FIVE COLLEGES AND SCHOOLS. SEAVER COLLEGE, THE UNIVERSITY'S UNDERGRADUATE LIBERAL ARTS COLLEGE, THE CARUSO SCHOOL OF LAW, AND THE SCHOOL OF PUBLIC POLICY ARE HEADQUARTERED ON 830 ACRES IN THE SANTA MONICA MOUNTAINS OVERLOOKING THE PACIFIC OCEAN IN MALIBU, CALIFORNIA. THE GRADUATE SCHOOL OF EDUCATION AND PSYCHOLOGY AND THE PEPPERDINE GRAZIADIO BUSINESS SCHOOL ARE HEADQUARTERED AT THE UNIVERSITY'S WEST LOS ANGELES, CALIFORNIA GRADUATE CAMPUS.
FORM 990, PART III, LINE 4B:	PROGRAM SERVICE ACCOMPLISHMENTS: THE CHATEAU SERVES AS THE UNIVERSITY'S INTERNATIONAL PROGRAM EUROPEAN HEADQUARTERS, AND AS A CENTER FOR INTERNATIONAL CONFERENCES. PEPPERDINE UNIVERSITY BELIEVES IN A LOW STUDENT-FACULTY RATIO (13:1) AND HAS AN AVERAGE CLASS SIZE OF 18. THE UNIVERSITY OFFERS 61 MAJORS THAT UNDERGRADUATES CAN PURSUE, AS WELL AS 34 GRADUATE DEGREES, INCLUDING FIVE DOCTORAL DEGREES.
FORM 990, PART V, LINE 2A:	NUMBER OF EMPLOYEES: THE NUMBER OF EMPLOYEES INCLUDES STUDENT WORKERS.
FORM 990, PART VI, SECTION A, LINE 1A	GOVERNING BODY VOTING MEMBERS: THE BOARD OF REGENTS OF PEPPERDINE UNIVERSITY HAS AN EXECUTIVE COMMITTEE, WHICH MAY ACT FOR AND IN PLACE OF THE BOARD OF REGENTS BETWEEN REGULAR BOARD MEETINGS. ONLY REGENTS CAN BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE POWER TO TRANSACT BUSINESS ON BEHALF OF THE BOARD OF REGENTS, SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD OF REGENTS, THE BYLAWS, OR APPLICABLE LAW.
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS TO REVIEW FORM 990: INFORMATION IS SUPPLIED BY THE UNIVERSITY TO THE PAID PREPARER TO PREPARE THE RETURN. A DRAFT VERSION OF THE FORM 990 IS PROVIDED TO SENIOR MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF REGENTS FOR REVIEW. CHANGES AND COMMENTS ARE SUBMITTED TO MANAGEMENT, AND ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE TAX RETURN. A FULL COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF REGENTS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY ENFORCEMENT: EACH REGENT, OFFICER, AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY DISCLOSE, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH PEPPERDINE UNIVERSITY. THE REGENT DISCLOSURES ARE REVIEWED BY THE GOVERNANCE COMMITTEE AND THE BOARD CHAIR. ALL DISCLOSURES BY SENIOR ADMINISTRATION ARE REVIEWED BY THE AUDIT COMMITTEE. SENIOR ADMINISTRATION INCLUDES THE PRESIDENT, THE CHANCELLOR, THE VICE CHANCELLORS, ALL PROVOSTS, ALL VICE PRESIDENTS, THE GENERAL COUNSEL, THE CHIEF FINANCIAL OFFICER, AND THE CONTROLLER. ALL OTHER EMPLOYEE DISCLOSURES ARE REVIEWED BY GENERAL COUNSEL, THE SENIOR EXECUTIVE VICE PRESIDENT, AND THE PRESIDENT. ALL CONFLICT SITUATIONS ARE RESOLVED DURING THE REVIEW PROCESS IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. IF AN ACTUAL CONFLICT IS FOUND FOR A REGENT, THE REGENT IS ASKED TO RECUSE HIM OR HERSELF FROM THE MATTER. RESOLUTION OF CONFLICTS FOR SENIOR ADMINISTRATORS AND OTHER EMPLOYEES ARE OVERSEEN BY GENERAL COUNSEL.
FORM 990, PART VI, SECTION B, LINE 15	PRESIDENT & CEO COMPENSATION: THE GOVERNANCE COMMITTEE OF PEPPERDINE UNIVERSITY'S BOARD OF REGENTS REVIEWS THE TOTAL COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ON AN ANNUAL BASIS. THE INDIVIDUALS ON THE GOVERNANCE COMMITTEE THAT CONDUCT THIS REVIEW ARE INDEPENDENT WITH RESPECT TO COMPENSATION DETERMINATIONS. THIS REVIEW INCLUDES CONSIDERATION OF A BENCHMARKING REPORT PROVIDED ANNUALLY BY THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT. IN ADDITION TO THE ANNUAL BENCHMARKING REPORT, THE UNIVERSITY REGULARLY REVIEWS BENCHMARKING PRACTICES BY UNDERGOING AN EVALUATION WITH A THIRD PARTY. THE UNIVERSITY'S MOST RECENT EXECUTIVE COMPENSATION ANALYSIS CONDUCTED BY AN EXTERNAL CONSULTANT WAS COMPLETED DURING FISCAL YEAR 2024. THE ANALYSIS INCLUDED A PEER GROUP EVALUATION FOR TOTAL COMPENSATION, AS WELL AS A REVIEW OF ANNUAL MERIT INCREASES. ANY DELIBERATIONS FROM THE GOVERNANCE COMMITTEE ARE REFLECTED IN A TRANSACTION REPORT THAT SUMMARIZES DECISIONS AND RECOMMENDATIONS. OTHER OFFICER & KEY EMPLOYEE COMPENSATION: THE GOVERNANCE COMMITTEE OF PEPPERDINE UNIVERSITY'S BOARD OF REGENTS REVIEWS THE TOTAL COMPENSATION FOR SELECT SENIOR ADMINISTRATORS, ON AN ANNUAL BASIS. THE INDIVIDUALS ON THE GOVERNANCE COMMITTEE THAT CONDUCT THIS REVIEW ARE INDEPENDENT WITH RESPECT TO COMPENSATION DETERMINATIONS. THIS REVIEW INCLUDES CONSIDERATION OF A BENCHMARKING REPORT PROVIDED ANNUALLY BY THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT. IN ADDITION TO THE ANNUAL BENCHMARKING REPORT, THE UNIVERSITY REGULARLY REVIEWS BENCHMARKING PRACTICES BY UNDERGOING AN EVALUATION WITH A THIRD PARTY. THE UNIVERSITY'S MOST RECENT EXECUTIVE COMPENSATION ANALYSIS CONDUCTED BY AN EXTERNAL CONSULTANT WAS COMPLETED DURING FISCAL YEAR 2024. THE ANALYSIS INCLUDED A PEER GROUP EVALUATION FOR TOTAL COMPENSATION, AS WELL AS A REVIEW OF ANNUAL MERIT INCREASES. ANY DELIBERATIONS FROM THE GOVERNANCE COMMITTEE ARE REFLECTED IN A TRANSACTION REPORT THAT SUMMARIZES DECISIONS AND RECOMMENDATIONS.
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION: PEPPERDINE UNIVERSITY'S FINANCIAL STATEMENTS ARE MADE AVAILABLE VIA THE UNIVERSITY'S WEBSITE. THE UNIVERSITY DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11G	REVENUE SHARE EXPENSES: PROGRAM SERVICE EXPENSES 65,746,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,746,752. CATERING SERVICES: PROGRAM SERVICE EXPENSES 1,206,241. MANAGEMENT AND GENERAL EXPENSES 2,646,301. FUNDRAISING EXPENSES 68,473. TOTAL EXPENSES 3,921,015. OUTSIDE SERVICES MISC.: PROGRAM SERVICE EXPENSES 3,642,532. MANAGEMENT AND GENERAL EXPENSES -79,552. FUNDRAISING EXPENSES 205,168. TOTAL EXPENSES 3,768,148. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 3,138,269. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -219,482. TOTAL EXPENSES 2,918,787. OTHER SERVICES: PROGRAM SERVICE EXPENSES 2,515,705. MANAGEMENT AND GENERAL EXPENSES 1,122,124. FUNDRAISING EXPENSES 5,959. TOTAL EXPENSES 3,643,788.
FORM 990, PART XI, LINE 9:	ACTUARIAL ADJUSTMENT 484,704. LOSS ON VALUATION OF BENEFICIAL INTEREST -1,643,030.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	EINEIN
WAVE JUSTICE LLC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	SUPPORT UNIV	CA	$0	-$838	PEPPERDINE
WAVE VENTURES LLC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	SUPPORT UNIV	CA	$0	$745,077	PEPPERDINE	464526544

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
WAVE ENTERPRISES INC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	954274572	SUPPORT UNIV	CA	501(C)(3)	LINE 12A, I	PEPPERDINE	Yes (1)
WAVE SERVICES INC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	954315778	SUPPORT UNIV	CA	501(C)(3)	LINE 12A, I	PEPPERDINE	Yes (1)
PEPPERDINE UNIVERSITY (USA) IN LONDON
					EDUCATION				PEPPERDINE	Yes (1)	56 PRINCES GATE	LONDON	UK	SW72PG	UK
CINDERELLA IMMOBILIARE SRL
					EDUCATION				PEPPERDINE	Yes (1)	VIALE MILTON 41	FLORENCE	IT	50129	IT
PEPPERDINE UNIVERSITY RWANDA CBC
				981769828	SOCIAL JUSTICE				PEPPERDINE	Yes (1)	REMERA GASABO	UMUJYI WA KIGALI	RW		RW

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	UBI Code VUBICodeVAmt
ANDURIL HOLDINGS LLC
310 ALDER ROAD PO BOX 841	DOVER	DE	19904	010935824	INVESTMENTS	DE	PEPPERDINE	EXCLUDED	$228,822	$1,278,204	0	0	0.99000
MELODEON LBS DE I HOLDCO LP
143 WEST STREET SUITE 202	NEW MILFORD	CT	06776	841955404	INVESTMENTS	CT	PEPPERDINE	EXCLUDED	$591,112	$12,969,749	0	0	0.95610
P-901 NORTH FAIRFAX CO-INVESTOR LLC
4700 WILSHIRE BLVD	LOS ANGELES	CA	90010	834222000	REAL ESTATE	CA	PEPPERDINE	UNRELATED	$1,207,998	$7,186,234	0	0	1.00000	$1,207,998

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
PEPPERDINE UNIVERSITY SRL
11 DE SEPTIEMBRE 955	BUENOS AIRES	AR	(1426) CAP	EDUCATION	AR	PEPPERDINE	C	1.00000	Yes (1)
FUNDACION PEPPERDINE UNIVERSITY PARA
11 DE SEPTIEMBRE 955	BUENOS AIRES	AR	(1426) CAP	EDUCATION	AR	PEPPERDINE	C	1.00000	Yes (1)	$5,931,679	$316,311
REVOCABLE TRUST
				INVESTING		PEPPERDINE	T	1.00000	Yes (1)	$17,727	$577,347	24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA
CHARITABLE REMAINDER UNITRUSTS (2)
				INVESTING		PEPPERDINE	T		Yes (1)			24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA
CHARITABLE GIFT ANNUITIES (75)
				INVESTING		PEPPERDINE	T		Yes (1)			24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA
CHARITABLE REMAINDER UNITRUSTS (64)
				INVESTING		WAVE SERVICES	T		Yes (1)			24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA
CHARITABLE REMAINDER ANNUITY TRUSTS (1)
				INVESTING		WAVE SERVICES	T		Yes (1)			24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA
NIM CHARITABLE REMAINDER UNITRUST (4)
				INVESTING		WAVE SERVICES	T		Yes (1)			24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA
IRREVOCABLE TRUST
				INVESTING		WAVE SERVICES	T	1.00000	Yes (1)		$20,455,273	24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	CA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WAVE ENTERPRISES INC
S	$2,087,944	FMV
WAVE SERVICES INC
C	$607,512	PRESENT VALUE
WAVE SERVICES INC
Q	$233,957	FMV
WAVE SERVICES INC
R	$1,476,327	CASH TRANSFER
WAVE SERVICES INC
S	$789,905	PRESENT VALUE
PEPPERDINE UNIVERSITY (USA) IN LONDON UK
R	$1,568,281	CASH TRANSFER
FUNDACION PEPPERDINE UNIVERSITY PARA AMERICA
R	$1,210,670	CASH TRANSFER
CINDERELLA IMMOBILIARE SRL
R	$1,392,550	CASH TRANSFER
PEPPERDINE UNIV (USA) SUCCURSALE DE LAUSANNE
S	$16,146,394	CASH TRANSFER