LOYOLA MARYMOUNT UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LOYOLA MARYMOUNT UNIVERSITY (EIN 95-1643334)
Tax period: 2021-06-01 to 2022-05-31
Filed: 2023-04-14
IRS object ID: 202301049349301525
Schema version: 2021v4.2
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 D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-04-14T15:55:03-05:00	ReturnTs
Tax Period End	2022-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951643334	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% AIMEE UEN	InCareOfNm
Business Name Control	LOYO	BusinessNameControlTxt
Phone	3103382714	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1-LMU DRIVE U-HALL	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90045	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AIMEE UEN	PersonNm
Person Title	SVP/CFO	PersonTitleTxt
Phone	3103382738	PhoneNum
Signature	2023-04-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	AIMEE	PersonFirstNm
Person Last	UEN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GWEN SPENCER	PreparerPersonNm
PTIN	P00641463	PTIN
Phone	6175305000	PhoneNum
Preparation	2023-04-13	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MR TIMOTHY LAW SNYDER PRES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1-LMU DRIVE U-HALL 4900	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90045	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$832,570,539	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LMU.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1918	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	38	VotingMembersGoverningBodyCnt
Voting Members Independent	37	VotingMembersIndependentCnt
Total Employee	6773	TotalEmployeeCnt
Total Volunteers	1	TotalVolunteersCnt
Total Gross UBI	$722,790	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$88,041	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$46,366,314	PYContributionsGrantsAmt
CY Contributions Grants	$60,300,695	CYContributionsGrantsAmt
PY Program Service Revenue	$464,426,384	PYProgramServiceRevenueAmt
CY Program Service Revenue	$553,313,747	CYProgramServiceRevenueAmt
PY Investment Income	$33,469,905	PYInvestmentIncomeAmt
CY Investment Income	$110,430,236	CYInvestmentIncomeAmt
PY Other Revenue	-$223,784	PYOtherRevenueAmt
CY Other Revenue	-$172,062	CYOtherRevenueAmt
PY Total Revenue	$544,038,819	PYTotalRevenueAmt
CY Total Revenue	$723,872,616	CYTotalRevenueAmt
PY Grants And Similar Paid	$147,804,430	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$159,166,515	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$244,248,850	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$261,035,109	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$11,924,065	CYTotalFundraisingExpenseAmt
PY Other Expenses	$105,028,380	PYOtherExpensesAmt
CY Other Expenses	$144,425,062	CYOtherExpensesAmt
PY Total Expenses	$497,081,660	PYTotalExpensesAmt
CY Total Expenses	$564,626,686	CYTotalExpensesAmt
PY Revenues Less Expenses	$46,957,159	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$159,245,930	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,615,360,296	TotalAssetsBOYAmt
Total Assets EOY	$1,676,232,440	TotalAssetsEOYAmt
Total Liabilities BOY	$394,939,734	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$381,859,743	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,220,420,562	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,294,372,697	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$487,908,162	ExpenseAmt
Grant	$159,166,515	GrantAmt
Revenue	$553,313,747	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$487,908,162	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	672	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	6773	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	38	GoverningBodyVotingMembersCnt
Independent Voting Member	37	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	AIMEE UEN	PersonNm
Phone	3103381902	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 LMU DR U-HALL 4900	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900452659	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
TIMOTHY LAW SNYDER
PRESIDENT/TRUSTEE	40.0	0.0	Yes (X)	Yes (X)	$655,346	$0	$226,557
STANTON B JOHNSON III
MEN'S BASKETBALL COACH	40.0	0.0			$715,928	$0	$46,935	Yes (X)
MICHAEL E WATERSTONE
SVP AND DEAN LLS	40.0	0.0		Yes (X)	$470,664	$0	$60,340
PETER WILCH
SVP UNIV ADV	40.0	0.0		Yes (X)	$420,954	$0	$56,583
DAYLE M SMITH
DEAN COLLEGE OF BUSINESS ADMIN	40.0	0.0			$413,150	$0	$53,405	Yes (X)
EVELYNNE B SCARBORO
EVP & CAO	40.0	0.0		Yes (X)	$413,423	$0	$41,208
THOMAS POON
EVP & PROVOST	40.0	0.0		Yes (X)	$388,982	$0	$62,099
BRYANT ALEXANDER
DEAN, COLLEGE OF FINE ARTS	40.0	0.0			$407,027	$0	$13,290	Yes (X)
MICHELLE YOUNG
DEAN, SCHOOL OF EDUCATION	40.0	0.0			$351,924	$0	$39,622	Yes (X)
ROBBIN CRABTREE
DEAN BELLARMINE COL LIB ARTS	40.0	0.0			$353,623	$0	$36,953	Yes (X)
MAUREEN P WEATHERALL
VP OF ENROLLMENT MANAGEMENT	40.0	0.0			$307,753	$0	$45,965		Yes (X)
THOMAS O FLEMING JR
Former CFO & TREASURER	40.0	0.0			$293,057	$0	$51,315			Yes (X)
JOHN KIRALLA
SVP MARCOMM	40.0	0.0		Yes (X)	$293,901	$0	$45,096
ELENA M BOVE
SVP FOR STUDENT AFFAIRS	40.0	0.0		Yes (X)	$275,343	$0	$36,665
AIMEE UEN
SVP & CFO	40.0	0.0		Yes (X)	$268,629	$0	$17,971
KRISTINE WADE
FORMER INT. SVP UNIV ADV	40.0	0.0			$233,976	$0	$50,636			Yes (X)
REBECCA L CHANDLER
VP FOR HUMAN RESOURCES	40.0	0.0			$259,131	$0	$20,230		Yes (X)
MICAHEL WONG
VP CAMPUS OPERATIONS	40.0	0.0			$201,391	$0	$40,125		Yes (X)
JOSEPH B HELLIGE
FORMER EVP & FORMER PROVOST	40.0	0.0			$195,611	$0	$29,121			Yes (X)
Timothy Haworth
Former VP Construction and Pla	40.0	0.0			$153,205	$0	$13,363			Yes (X)
ROBERT J ABERNETHY
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
GAIL K BERNSTEIN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
RHONDA M BETHEA
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
IRMA J BROWN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ALEX MARTIN CHAVES
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
SCOTT COBLE SJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
KRISTI V FREY
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL J GARANZINI SJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARY GENINO RSHM
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
D SCOTT HENDRICKSON SJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARYANNE HUEPPER CSJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
HENRY K JORDAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL J MANDELBAUM
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOHN V MEIGS
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
STEPHEN M MOSKO
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
STEPHEN F PAGE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOAN A PAYDEN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JANICE A PIPKIN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
NORMA A PROVENCIO
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL R STEED
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JULIE ROLLOFSON TEEL
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOAN TREACY RSHM
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
PAUL S VIVIANO
BOARD CHAIR	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL A ZAMPELLI SJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHELLE X DEAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
BRIAN S KABATECK
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOHNNY O LOPEZ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
STEPHEN A PRIVETT SJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL M RUE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JAMES J TOTH II
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JAMES S WHITEHEAD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
EDWARD J SIEBERT SJ
TRUSTEE/SECRETARY	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
HELEN LAWRENCE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
George C FATHEREE III
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARY BETH INGHAM CSJ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL B SMITH
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARY ANN WALKER
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ROBERT C BAKER
TRUSTEE (UNTIL 6/28/21)	1.0	0.0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,073,018	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$987,479	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	602	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
COLLABORATIVE SOLUTIONS LLC
1190 SUNRISE VALLEY DRIVE SUITE 11	RESTON	VA	20191	CONSULTING	$2,593,321
RPM Construction Management Inc
2785 Pacific Coast Hwy 806	TORRANCE	CA	90505	CONSTRUCTION MGMT	$4,501,640
WE O'Neil Construction
909 S Sepulveda Blvd 400	EL SEGUNDO	CA	90245	CONSTRUCTION MGMT	$2,168,954
Allied Universal Security Services
PO Box 31001-2374	PASADENA	CA	91110	SECURITY	$1,619,686
Bernards Bros Inc
555 First Street	SAN FERNANDO	CA	90277	CONSTRUCTION MGMT	$998,800

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	20	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$26,619,563	GovernmentGrantsAmt
All Other Contributions	$33,681,132	AllOtherContributionsAmt
Noncash Contributions	$4,054,973	NoncashContributionsAmt
Total Contributions	$60,300,695	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	900099	$495,803,694	$495,803,694
AUXILIARY	900099	$50,858,272	$50,745,101	$113,171
CONSULTING	541611	$1,809,595	$1,809,595
ATHLETIC DISTRIBUTIONS	900099	$795,947	$795,947
STUDY ABROAD FEES	611710	$753,079	$753,079

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,293,160	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,293,160	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$553,313,747	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,976,031	TotalRevenueColumnAmt
Unrelated Business Revenue	$61,586	UnrelatedBusinessRevenueAmt
Exclusion	$8,914,445	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$85,742	TotalRevenueColumnAmt
Exclusion	$85,742	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,009,556	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,267,360	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$257,804	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$257,804	TotalRevenueColumnAmt
Exclusion	-$257,804	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$208,808,079	SecuritiesAmt
Other	$76,688	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$107,299,543	SecuritiesAmt
Other	$131,020	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$101,508,536	SecuritiesAmt
Other	-$54,332	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$101,454,205	TotalRevenueColumnAmt
Unrelated Business Revenue	$548,033	UnrelatedBusinessRevenueAmt
Exclusion	$100,906,172	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$723,872,616	TotalRevenueColumnAmt
Related Or Exempt Func Income	$553,200,576	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$722,790	UnrelatedBusinessRevenueAmt
Exclusion	$109,648,555	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$103,613	TotalAmt
Program Services	$103,613	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$159,028,152	TotalAmt
Program Services	$159,028,152	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$34,750	TotalAmt
Program Services	$34,750	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,362,477	TotalAmt
Program Services	$158,355	ProgramServicesAmt
Management And General	$3,653,391	ManagementAndGeneralAmt
Fundraising	$550,731	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,174,940	TotalAmt
Program Services	$80,295	ProgramServicesAmt
Management And General	$1,094,645	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$190,132,387	TotalAmt
Program Services	$162,198,246	ProgramServicesAmt
Management And General	$20,513,578	ManagementAndGeneralAmt
Fundraising	$7,420,563	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$15,458,821	TotalAmt
Program Services	$12,495,020	ProgramServicesAmt
Management And General	$2,363,632	ManagementAndGeneralAmt
Fundraising	$600,169	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$36,844,436	TotalAmt
Program Services	$30,586,711	ProgramServicesAmt
Management And General	$4,756,738	ManagementAndGeneralAmt
Fundraising	$1,500,987	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$13,062,048	TotalAmt
Program Services	$10,843,567	ProgramServicesAmt
Management And General	$1,686,353	ManagementAndGeneralAmt
Fundraising	$532,128	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,580,666	TotalAmt
Management And General	$2,580,666	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$590,646	TotalAmt
Management And General	$590,646	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,274,757	TotalAmt
Management And General	$1,274,757	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$15,602,271	TotalAmt
Program Services	$10,840,273	ProgramServicesAmt
Management And General	$4,355,367	ManagementAndGeneralAmt
Fundraising	$406,631	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,890,036	TotalAmt
Program Services	$1,478,308	ProgramServicesAmt
Management And General	$350,810	ManagementAndGeneralAmt
Fundraising	$60,918	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,605,576	TotalAmt
Program Services	$3,958,712	ProgramServicesAmt
Management And General	$1,490,418	ManagementAndGeneralAmt
Fundraising	$156,446	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,156,614	TotalAmt
Program Services	$4,465,844	ProgramServicesAmt
Management And General	$5,613,219	ManagementAndGeneralAmt
Fundraising	$77,551	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$22,454,464	TotalAmt
Program Services	$18,644,559	ProgramServicesAmt
Management And General	$3,726,961	ManagementAndGeneralAmt
Fundraising	$82,944	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,656,195	TotalAmt
Program Services	$4,454,642	ProgramServicesAmt
Management And General	$146,231	ManagementAndGeneralAmt
Fundraising	$55,322	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$7,846,182	TotalAmt
Program Services	$6,876,524	ProgramServicesAmt
Management And General	$744,923	ManagementAndGeneralAmt
Fundraising	$224,735	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$12,987,704	TotalAmt
Program Services	$9,976,556	ProgramServicesAmt
Management And General	$3,011,148	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$29,523,402	TotalAmt
Program Services	$27,340,473	ProgramServicesAmt
Management And General	$2,182,929	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,596,963	TotalAmt
Program Services	$1,614,522	ProgramServicesAmt
Management And General	$981,277	ManagementAndGeneralAmt
Fundraising	$1,164	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
STUDENT WORK	$8,351,905	$7,431,522	$874,855	$45,528
MEDICAL EXPENSES	$1,431,966	$704,576	$727,390
BOOKS & PERIODICALS	$4,114,356	$4,099,667	$6,059	$8,630
AWARDS & PRIZES	$1,423,834	$1,404,277	$17,105	$2,452

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,337,525	TotalAmt
Program Services	$9,088,998	ProgramServicesAmt
Management And General	$2,051,361	ManagementAndGeneralAmt
Fundraising	$197,166	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$564,626,686	TotalAmt
Program Services	$487,908,162	ProgramServicesAmt
Management And General	$64,794,459	ManagementAndGeneralAmt
Fundraising	$11,924,065	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$79,284,407	BOYAmt
EOY	$136,767,039	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$22,708,699	BOYAmt
EOY	$27,467,649	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,481,482	BOYAmt
EOY	$14,031,332	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$180,000	BOYAmt
EOY	$165,000	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	$6,751,576	BOYAmt
EOY	$7,431,365	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	$12,895,438	BOYAmt
EOY	$16,168,042	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,199,350,426	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$478,183,727	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$718,840,647	BOYAmt
EOY	$721,166,699	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$210,591,929	BOYAmt
EOY	$173,715,459	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$492,460,517	BOYAmt
EOY	$536,927,402	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$20,881,500	BOYAmt
EOY	$17,985,641	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$34,284,101	BOYAmt
EOY	$24,406,812	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,615,360,296	BOYAmt
EOY	$1,676,232,440	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$130,970,953	BOYAmt
EOY	$130,440,601	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	$25,256,030	BOYAmt
EOY	$28,740,599	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$149,044,703	BOYAmt
EOY	$137,034,077	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$1,259,164	BOYAmt
EOY	$1,188,345	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	$88,408,884	BOYAmt
EOY	$84,456,121	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$394,939,734	BOYAmt
EOY	$381,859,743	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	$706,776,760	BOYAmt
EOY	$786,557,946	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$513,643,802	BOYAmt
EOY	$507,814,751	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,220,420,562	BOYAmt
EOY	$1,294,372,697	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,615,360,296	BOYAmt
EOY	$1,676,232,440	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$159,245,930	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$84,780,967	NetUnrlzdGainsLossesInvstAmt
Investment Expense	-$512,828	InvestmentExpenseAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	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	$41,723,357	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,269,358	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,677,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,366,314	CurrentTaxYearMinus1YearAmt
Current Tax Year	$60,300,695	CurrentTaxYearAmt
Total	$230,337,657	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$41,723,357	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,269,358	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,677,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,366,314	CurrentTaxYearMinus1YearAmt
Current Tax Year	$60,300,695	CurrentTaxYearAmt
Total	$230,337,657	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$4,489,730	SubstantialContributorsTotAmt
Public Support Total170	$225,847,927	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,349,511	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,058,587	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,180,755	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,456,092	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,071,329	CurrentTaxYearAmt
Total	$40,116,274	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$301,955	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$313,373	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$647,328	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$271,101,259	TotalSupportAmt
Public Support CY170	0.83308	PublicSupportCY170Pct
Public Support PY170	0.82655	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	FormAndLineReferenceDesc

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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$623,507,709	BeginningYearBalanceAmt
Contributions	$14,955,000	ContributionsAmt
Investment Earnings Or Losses	$23,806,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,329,729	GrantsOrScholarshipsAmt
Other Expenditures	$15,436,271	OtherExpendituresAmt
Administrative Expenses	$800,000	AdministrativeExpensesAmt
End Year Balance	$635,702,709	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$477,020,531	BeginningYearBalanceAmt
Contributions	$14,471,253	ContributionsAmt
Investment Earnings Or Losses	$156,883,795	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,769,212	GrantsOrScholarshipsAmt
Other Expenditures	$14,598,658	OtherExpendituresAmt
Administrative Expenses	$500,000	AdministrativeExpensesAmt
End Year Balance	$623,507,709	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$476,198,004	BeginningYearBalanceAmt
Contributions	$11,820,599	ContributionsAmt
Investment Earnings Or Losses	$8,260,442	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,037,905	GrantsOrScholarshipsAmt
Other Expenditures	$9,420,609	OtherExpendituresAmt
Administrative Expenses	$800,000	AdministrativeExpensesAmt
End Year Balance	$477,020,531	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$477,551,820	BeginningYearBalanceAmt
Contributions	$16,893,174	ContributionsAmt
Investment Earnings Or Losses	$4,246,396	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,928,842	GrantsOrScholarshipsAmt
Other Expenditures	$14,648,544	OtherExpendituresAmt
Administrative Expenses	$916,000	AdministrativeExpensesAmt
End Year Balance	$476,198,004	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$457,488,665	BeginningYearBalanceAmt
Contributions	$8,915,421	ContributionsAmt
Investment Earnings Or Losses	$38,779,926	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,928,059	GrantsOrScholarshipsAmt
Other Expenditures	$13,784,133	OtherExpendituresAmt
Administrative Expenses	$920,000	AdministrativeExpensesAmt
End Year Balance	$477,551,820	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.48500	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.34500	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.17000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$16,763,797	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$41,180,299	OtherCostOrOtherBasisAmt
Book Value	$57,944,096	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$17,576,261	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$658,455,531	OtherCostOrOtherBasisAmt
Depreciation	$186,914,487	DepreciationAmt
Book Value	$489,117,305	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,281,012	OtherCostOrOtherBasisAmt
Depreciation	$40,464,264	DepreciationAmt
Book Value	$16,816,748	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$141,201,965	OtherCostOrOtherBasisAmt
Depreciation	$136,119,775	DepreciationAmt
Book Value	$5,082,190	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$266,891,561	OtherCostOrOtherBasisAmt
Depreciation	$114,685,201	DepreciationAmt
Book Value	$152,206,360	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$721,166,699	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
COMMINGLED FUNDS	$162,981,753	F
ALTERNATIVE INVESTMENT FUNDS	$370,530,649	F
REAL ESTATE AND OTHER	$3,415,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$536,927,402	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
US GOVERNMENT GRANTS REFUNDABL	$5,079,119
ASSETS HELD FOR OTHERS	$1,206,626
LOAN FUNDS RETURNABLE TO DONOR	$1,169,687
TAXABLE BONDS	$59,350,000
LEASE LIABILITY	$17,650,689

Field	Value	IRS element (for citing)
Total Liability	$84,456,121	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$493,161,638	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$84,780,967	NetUnrealizedGainsInvstAmt
Other Revenue	$2,365,542	OtherRevenueAmt
Revenue Not Reported	-$82,415,425	RevenueNotReportedAmt
Revenue Subtotal	$575,577,063	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,787,572	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$146,507,981	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$148,295,553	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$723,872,616	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$419,209,491	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$2,365,542	OtherExpensesIncludedAmt
Expenses Not Reported	$2,365,542	ExpensesNotReportedAmt
Expenses Subtotal	$416,843,949	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,274,756	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$146,507,981	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$147,782,737	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$564,626,686	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, SCHEDULE D, PART III, LINE 1A	THE UNIVERSITY HAS ADOPTED SFAS NO. 116 - DISCLOSURE REQUIREMENTS. ASSETS DETERMINED TO BE A COLLECTION OR WORKS OF ART MAY NOT BE INCLUDED IN REVENUES OR GAINS IF THEY ARE NOT CAPITALIZED. THE CAPITALIZATION OF COLLECTIONS IS OPTIONAL.
FORM 990, SCHEDULE D, PART III, LINE 4	THE UNIVERSITY MAINTAINS A NUMBER OF ART COLLECTIONS WHICH ARE DESCRIBED IN GREAT DETAIL ON THE UNIVERSITY'S WEBSITE: HTTP://LIBRARY.LMU.EDU/ARCHIVESANDSPECIALCOLLECTIONS/. ART AND COLLECTIONS ARE AVAILABLE FOR PUBLIC EXHIBITION AND ARE PRIMARILY USED FOR EDUCATIONAL PURPOSES.
FORM 990, SCHEDULE D, PART IV, LINE 2B	THE UNIVERSITY SERVES AS TRUSTEE FOR ONE CHARITABLE REMAINDER TRUST AND MAINTAINS THE ASSETS AND CORRESPONDING RESERVE LIABILITIES ON THE BALANCE SHEET. SIMILARLY, THE UNIVERSITY HAS A NUMBER OF ANNUITIES WHERE THE ASSETS AND CORRESPONDING RESERVE LIABILITIES ARE ON THE BALANCE SHEET.
FORM 990, SCHEDULE D, PART V, LINE 4	THE OVERALL PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE A RELATIVELY PREDICTABLE, STABLE, AND CONSISTENT RETURN SUFFICIENT TO MEET A PORTION OF THE SPENDING NEEDS OF THE UNIVERSITY. THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE UNIVERSITY'S EDUCATIONAL MISSION.
FORM 990, SCHEDULE D, PART X, LINE 2	THE UNIVERSITY'S FINANCIAL STATEMENTS DO NOT REPORT ANY UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 2D	POST RETIREMENT ADJUSTMENT $2,365,542 SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS $146,507,981
SCHEDULE D, PART XII, LINE 2D	POST RETIREMENT ADJUSTMENT $2,365,542
SCHEDULE D, PART XII, LINE 4B	SCHOLARSHIPS $146,507,981

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE E, LINE 3

THE NON-DISCRIMINATION POLICY IS ACCESSIBLE VIA THE UNIVERSITY'S WEBSITE AND IS INCLUDED IN UNIVERSITY PUBLICATIONS INCLUDING THE UNIVERSITY BULLETIN, RECRUITMENT MATERIALS, ADVERTISEMENTS (STUDENT, FACULTY, STAFF), AND OTHER RELATED MATERIALS. THE UNIVERSITY COMPLIES WITH THE PUBLICITY REQUIREMENTS OF SECTION 4.03 OF REV. PROC. 75-50 BECAUSE THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND WORLDWIDE, FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS, AND INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS.

FORM 990, SCHEDULE E, LINE 6A

THE UNIVERSITY RECEIVES ASSISTANCE FROM THE FOLLOWING STATE AND FEDERAL AGENCIES: 1. DEPARTMENT OF HEALTH AND HUMAN SERVICES 2. NATIONAL SCIENCE FOUNDATION 3. U.S. DEPARTMENT OF EDUCATION 4. U.S. DEPARTMENT OF AGRICULTURE 5. INSTITUTE OF MUSEUM AND LIBRARY SERVICES 6. DEPARTMENT OF JUSTICE

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	0	Investments	$209,939,726
Europe (Including Iceland and Greenland)	0	Investments	$3,910,628
Central America and the Caribbean	12	Program Services	$29,931	Study Abroad
East Asia and the Pacific	13	Program Services	$82,283	Study Abroad
Europe (Including Iceland and Greenland)	36	Program Services	$346,959	Study Abroad
North America	1	Program Services	$1,803	Study Abroad
South Asia	7	Program Services	$31,765	Study Abroad
Sub-Saharan Africa	1	Program Services	$1,470	Study Abroad

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	70	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	70	TotalEmployeeCnt
Subtotal Spent	$214,344,565	SubtotalSpentAmt
Total Spent	$214,344,565	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	SCHOLARSHIPS FOR TUITION	TypeOfAssistanceTxt
Region	Europe (Including Iceland and Greenland)	RegionTxt
Recipient	31	RecipientCnt
Cash Grant	$34,750	CashGrantAmt
Manner Of Cash Disbursement	CR STUD ACCT	MannerOfCashDisbursementTxt

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
Catholic Archdioceses of Los Angeles
3424 Wilshire Blvd	Los Angeles	CA	90010	954297137	501(c)(3)	$15,000	FMV	NA	Table sponsorship
Los Angeles Area Chamber of Commerce
350 S Bixel St	Los Angeles	CA	90017	950947860	501(c)(6)	$15,000	FMV	NA	Table sponsorship

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS/GRANTS	7585	$146,473,231
HEERF STUDENT AID	4011	$12,554,921

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY AWARDS GRANTS/SCHOLARSHIPS ACCORDING TO UNIVERSITY POLICY. GRANTS AND SCHOLARSHIPS AWARDED TO STUDENTS ARE MONITORED BY MANAGEMENT. RECONCILIATION BETWEEN FINANCIAL AID AND ACCOUNTING ARE DONE ON A MONTHLY BASIS. SCHEDULE I, PART II The University occasionally makes donations to section 501(c)(3) and other organizations in furtherance of its educational and other exempt purposes. SCHEDULE I, PART III Scholarships and grants are credited to student accounts. Cash payments and credits to student accounts are made for HEERF student aid.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
THOMAS O FLEMING JR
Former CFO & TREASURER	$256,277	$1,000	$35,780	$13,749	$37,566	$344,372	$0
JOSEPH B HELLIGE
FORMER EVP & FORMER PROVOST	$182,262	$0	$13,349	$6,070	$23,051	$224,732	$0
THOMAS POON
EVP & PROVOST	$364,451	$0	$24,531	$21,229	$40,870	$451,081	$0
EVELYNNE B SCARBORO
EVP & CAO	$392,309	$0	$21,114	$20,955	$20,253	$454,631	$0
TIMOTHY LAW SNYDER
PRESIDENT/TRUSTEE	$628,539	$0	$26,807	$126,167	$100,390	$881,903	$0
MAUREEN P WEATHERALL
VP OF ENROLLMENT MANAGEMENT	$274,814	$0	$32,939	$16,489	$29,476	$353,718	$0
KRISTINE WADE
FORMER INT. SVP UNIV ADV	$232,810	$0	$1,166	$13,812	$36,824	$284,612	$0
DAYLE M SMITH
DEAN COLLEGE OF BUSINESS ADMIN	$401,151	$0	$11,999	$23,467	$29,938	$466,555	$0
ROBBIN CRABTREE
DEAN BELLARMINE COL LIB ARTS	$321,696	$0	$31,927	$18,746	$18,207	$390,576	$0
PETER WILCH
SVP UNIV ADV	$308,298	$0	$112,656	$22,375	$34,208	$477,537	$0
JOHN KIRALLA
SVP MARCOMM	$291,272	$0	$2,629	$13,732	$31,364	$338,997	$0
MICAHEL WONG
VP CAMPUS OPERATIONS	$198,870	$1,000	$1,521	$11,718	$28,407	$241,516	$0
STANTON B JOHNSON III
MEN'S BASKETBALL COACH	$652,923	$5,000	$58,005	$13,300	$33,635	$762,863	$0
ELENA M BOVE
SVP FOR STUDENT AFFAIRS	$251,923	$0	$23,420	$14,547	$22,118	$312,008	$0
REBECCA L CHANDLER
VP FOR HUMAN RESOURCES	$249,527	$3,000	$6,604	$14,258	$5,972	$279,361	$0
MICHAEL E WATERSTONE
SVP AND DEAN LLS	$468,069	$0	$2,595	$23,196	$37,144	$531,004	$0
AIMEE UEN
SVP & CFO	$265,204	$3,000	$425	$4,385	$13,586	$286,600	$0
BRYANT ALEXANDER
DEAN, COLLEGE OF FINE ARTS	$404,584	$0	$2,443	$1,534	$11,756	$420,317	$0
MICHELLE YOUNG
DEAN, SCHOOL OF EDUCATION	$291,395	$0	$60,529	$1,188	$38,434	$391,546	$0
Timothy Haworth
Former VP Construction and Pla	$114,794	$0	$38,411	$1,527	$11,836	$166,568	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 1A AND 1B	SOCIAL CLUB DUES TWO OFFICERS RECEIVE SOCIAL CLUB DUES AND REIMBURSE THE UNIVERSITY FOR ANY PERSONAL USE. PAYMENT OF SOCIAL CLUB DUES FOR BUSINESS USE IS IN ACCORDANCE WITH UNIVERSITY POLICY. BUSINESS USE IS NON-TAXABLE TO THE INDIVIDUALS LISTED ABOVE IN ACCORDANCE WITH THE IRS ACCOUNTABLE PLAN RULES. CHARTER TRAVEL THE UNIVERSITY UTILIZES CHARTER TRAVEL ON OCCASION FOR ATHLETIC TEAMS AND FOR ASSOCIATED ATHLETIC STAFF AS PART OF THEIR OFFICIAL RESPONSIBILITIES. ONE HIGHEST COMPENSATED EMPLOYEE UTILIZED SUCH CHARTER TRAVEL DURING CALENDAR 2021. THE VALUE OF SUCH TRAVEL WASNOT TREATED AS TAXABLE INCOME. TRAVEL FOR COMPANIONS THE UNIVERSITY PROVIDED TRAVEL REIMBURSEMENT FOR ONE OFFICER'S SPOUSE RELATED TO UNIVERSITY BUSINESS. THE BOARD OF TRUSTEES HAS APPROVED SPOUSAL TRAVEL FOR CERTAIN FUNDRAISING EVENTS IN WHICH THE SPOUSE IS ACTING AS AN AGENT FOR THE UNIVERSITY DURING THESE EVENTS. THESE REIMBURSEMENTS WERE NON-TAXABLE IN ACCORDANCE WITH THE IRS ACCOUNTABLE PLAN RULES. THE UNIVERSITY ALSO PROVIDED COMPANION TRAVEL IN CONNECTION WITH CHARTER TRAVEL FOR ATHLETIC TEAMS. ONE HIGHEST COMPENSATED EMPLOYEE UTILIZED COMPANION TRAVEL DURING CALENDAR 2021. THE VALUE OF SUCH TRAVEL WAS NOT TREATED AS TAXABLE INCOME. RESIDENCE FOR PERSONAL USE HOUSING IS PROVIDED TO THE CURRENT PRESIDENT IN PROXIMITY TO THE UNIVERSITY CAMPUS. THE VALUE OF HOUSING IS NOT REPORTED ON FORM W-2 AS TAXABLE INCOME AS THE PRESIDENT IS REQUIRED TO ACCEPT SUCH LODGING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RENTAL VALUE OF THE PORTION OF THE PRESIDENT'S HOME THAT IS USED FOR PERSONAL PURPOSES IS INCLUDED AS A NONTAXABLE BENEFIT TO THE PRESIDENT AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (D). HOUSING ALLOWANCE & RELOCATION EXPENSE TEMPORARY AND PERMANENT HOUSING ALLOWANCE AND RELOCATION EXPENSES MAY BE PROVIDED WHEN EXECUTIVES ARE HIRED AND ARE RELOCATING FROM OUTSIDE THE AREA. TEMPORARY AND PERMANENT HOUSING ALLOWANCES WERE PROVIDED DURING THE REPORTING PERIOD. ONE OFFICER AND ONE KEY EMPLOYEE EACH RECEIVED A TEMPORARY HOUSING ALLOWANCE AND RELOCATION EXPENSES. EACH ALLOWANCE IS TAXABLE IN ACCORDANCE WITH THE IRS ACCOUNTABLE PLAN RULES. TWO KEY EMPLOYEES EACH RECEIVED A HOUSING ALLOWANCE. EACH ALLOWANCE IS TAXABLE IN ACCORDANCE WITH THE IRS ACCOUNTABLE PLAN RULES. EXPENSES AND REIMBURSEMENTS FOR THE ABOVE NOTED ITEMS ARE REVIEWED AND APPROVED AS APPROPRIATE BY THE RELEVANT AUTHORITIES. WHILE THE UNIVERSITY DOES NOT HAVE A SEPARATE WRITTEN POLICY REGARDING PAYMENT AND REIMBURSEMENT FOR THOSE EXPENSES, THE UNIVERSITY POLICY FOR ALL REIMBURSEMENTS IS COMPREHENSIVE AND UNUSUAL EXPENSES, IF ANY, OR REIMBURSEMENT REQUESTS, IF ANY, WOULD BE EVALUATED.
FORM 990, SCHEDULE J, PART I, LINE 4B	STARTING IN 2019 THE PRESIDENT PARTICIPATED IN A DEFERRED COMPENSATION ARRANGEMENT UNDER WHICH AMOUNTS WILL BE DEFERRED ANNUALLY STARTING IN 2020 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AMOUNTS CREDITED UNDER THE ARRANGEMENT WILL VEST AND BE PAYABLE INCREMENTALLY STARTING IN 2021, WITH THE BALANCE VESTING IN 2025. STARTING IN 2021 THE SENIOR VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT PARTICIPATED IN A DEFERRED COMPENSATION ARRANGEMENT UNDER WHICH AMOUNTS WILL BE DEFERRED ANNUALLY STARTING IN 2022 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AMOUNTS CREDITED UNDER THE ARRANGEMENT WILL VEST AND BE PAYABLE INCREMENTALLY STARTING IN 2023, WITH THE BALANCE VESTING IN 2027.
FORM 990, SCHEDULE J, PART I, LINE 8	The SENIOR VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT received compensation subject to the initial contract exception in 2021.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 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	130179RE6	2018-11-07	$64,451,816	TO FINANCE CAPITAL PROJECT COSTS	false	false	false
California Educational Facilities Authority
B	521705592	130179TA2	2019-09-17	$63,230,762	TO CURRENT REFUND THE 2015 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,850,000	$0	$66,053,054	$0	$4,000,430	$0	$444,863	$0	$0	$61,502,992	$0	$104,769	2021	false	false	false	Yes (true)
B	$7,370,000	$0	$63,230,797	$0	$0	$0	$505,813	$0	$0	$0	$62,710,000	$14,984		Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropPct	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (true)	Yes (true)	Yes (true)	false	0.00000	0.00000	0.00000	false	false	0.00000	false	Yes (true)
B	Yes (true)	Yes (true)	Yes (true)	false	0.01300	0.00000	0.01300	false	false		false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	Yes (true)	false	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
COLUMN A: PART I(F)	TO FINANCE CAPITAL PROJECT COSTS, TO PAY CAPITALIZED INTEREST, AND TO PAY COSTS OF ISSUANCE.
COLUMN A: PART II, LINE 3	THE PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS.
COLUMN A: PART III, LINE 7	AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE.
COLUMN B: PART I(F)	PROCEEDS OF THE BONDS FINANCED THE CURRENT REFUNDING OF THE BORROWER'S 2015 BONDS (ISSUED ON JUNE 17, 2015) AND 2010A BONDS (ISSUED ON MARCH 30, 2010).
COLUMN B: PART II, LINE 3	THE PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS.
COLUMN B: PART II, LINE 13	THE BONDS WERE ISSUED FOR CURRENT REFUNDING PURPOSES ONLY; THEREFORE, A SUBSTANTIAL DATE OF COMPLETION IS NOT APPLICABLE TO THE BONDS.
COLUMN B: PART III, LINE 7	AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE.
COLUMN B: PART IV, LINE 2(B)	THE 5TH BOND YEAR HAS NOT OCCURRED, AND THUS NO REBATE COULD BE DUE. THE BONDS CONSIST OF A CURRENT REFUNDING, WHICH HAS MET AN EXCEPTION TO THE REBATE REQUIREMENT. NO REBATE CALCULATION HAS BEEN OR WILL EVER BE MADE, BEFORE OR AFTER THE DUE DATE OF AN 8038-T.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
MAUREEN WEATHERALL
KEY EMPLOYEE	HOME EQUITY	Yes (X)	$150,000	$45,000	false	Yes (true)	Yes (true)
THOMAS POON
OFFICER	HOME EQUITY	Yes (X)	$200,000	$120,000	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$165,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	CAROL COSTELLO	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SPOUSE OF LMU PRESIDENT	RelationshipDescriptionTxt
Transaction	$118,172	TransactionAmt
Transaction	WAGES	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$32,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$279,991	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	107	ContributionCnt
Noncash Contributions Rpt F990	$3,640,252	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ATHELTIC EQUIPMENT/OTHER	5	$99,798	FMV
Yes (X)	FOOD	1	$2,432	FMV

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN B:	THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS.
SCHEDULE M, PART I, LINE 32B:	THE UNIVERSITY MAY UTILIZE EXTERNAL INVESTMENT MANAGERS TO MANAGE AND LIQUIDATE PUBLICLY-TRADED SECURITIES. THE UNIVERSITY MAY ALSO UTILIZE EXTERNAL REAL ESTATE PROFESSIONALS TO LIQUIDATE REAL ESTATE CONTRIBUTIONS.
SCHEDULE M, PART I, LINE 33:	THE UNIVERSITY HAS ADOPTED SFAS NO. 116 - DISCLOSURE REQUIREMENTS. ASSETS DETERMINED TO BE A COLLECTION OR WORKS OF ART MAY NOT BE INCLUDED IN REVENUES OR GAINS IF THEY ARE NOT CAPITALIZED. THE CAPITALIZATION OF COLLECTIONS IS OPTIONAL.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1	ORGANIZATION'S MISSION LOYOLA MARYMOUNT UNIVERSITY MAINTAINS A THREE-FOLD MISSION: 1) THE ENCOURAGEMENT OF LEARNING, 2) THE EDUCATION OF THE WHOLE PERSON, AND 3) THE SERVICE OF FAITH AND THE PROMOTION OF JUSTICE.
FORM 990, PART I, LINE 5 AND PART V, LINE 2A	A TOTAL OF 6,773 INDIVIDUALS WERE SENT FORMS W-2 BY THE UNIVERSITY IN CALENDAR YEAR 2021.
FORM 990, PART I, LINE 6	THERE ARE A NUMBER OF STUDENTS AND ALUMNI WHO VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY.
FORM 990, PART III, LINE 4A	LOYOLA MARYMOUNT UNIVERSITY IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY. IN FISCAL 2022, LMU PROVIDED INSTRUCTION, RESEARCH, STUDENT SERVICES, AND ACADEMIC SUPPORT FOR 9,858 FULL-TIME EQUIVALENT STUDENTS. OF THESE STUDENTS, 7,038 WERE UNDERGRADUATES, 1,725 WERE IN VARIOUS GRADUATE PROGRAMS, AND 1,095 WERE ENROLLED AT LOYOLA LAW SCHOOL. FULL TIME FACULTY EMPLOYED WAS 620, PART-TIME WAS 520, FOR A TOTAL FACULTY OF 1,140.
FORM 990, PART VI, SECTION A, LINE 1A	THE BOARD OF TRUSTEES OF LOYOLA MARYMOUNT UNIVERSITY HAS AN EXECUTIVE COMMITTEE WHICH MAY ACT FOR AND IN PLACE OF THE BOARD OF TRUSTEES BETWEEN REGULAR BOARD MEETINGS AND DURING ANY RECESS. ONLY TRUSTEES CAN BE MEMBERS OF THE EXECUTIVE COMMITTEE. IN NO EVENT SHALL THE EXECUTIVE COMMITTEE CONSIST OF LESS THAN THREE MEMBERS. EACH CATEGORY OF MEMBERSHIP OF THE BOARD (LAY PERSONS, JESUITS AND SISTERS) SHALL HAVE REPRESENTATION ON THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD SHALL CHAIR THE EXECUTIVE COMMITTEE, AND THE PRESIDENT SHALL BE A MEMBER, EX OFFICIO. THE BOARD EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS OF THE BOARD OF TRUSTEES AND EXERCISE ALL OF ITS DUTIES, EXCEPT: (I) THOSE WHICH REQUIRE BY LAW, THE ARTICLES OF INCORPORATION OR THE BYLAWS CONCURRENCE BY A GREATER NUMBER OF MEMBERS OF THE BOARD THAN REQUIRED FOR BOARD APPROVAL; AND (II) THOSE WHICH MAY, FROM TIME TO TIME, BE SPECIFICALLY WITHHELD FROM THE EXECUTIVE COMMITTEE BY THE BOARD OR THE BYLAWS.
FORM 990, PART VI, SECTION A, LINE 11A	IN CONJUNCTION WITH PRICEWATERHOUSECOOPERS, A FORM 990 IS PREPARED FOR MANAGEMENT REVIEW. THE FORM 990 IS THEN REVIEWED BY THE AUDIT AND RISK COMMITTEE. A COPY OF THE FORM 990 WAS PROVIDED TO THE UNIVERSITY'S GOVERNING BODY BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY FOR ADMINISTRATIVE EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) IS COMPLETED BY THOSE INDIVIDUALS WHO ARE NOT ON THE FACULTY WHEN HIRED. IT IS UPDATED ANNUALLY OR AT A TIME OF SIGNIFICANT CHANGE IN INTEREST OCCURRING THEREAFTER BY ALL INDIVIDUALS DESIGNATED BY THE SENIOR VICE PRESIDENT OF A DIVISION OR BY THE PRESIDENT OR THE UNIVERSITY AS A WHOLE. INTERNAL AUDIT ADMINISTERS THE DISTRIBUTION AND COLLECTION OF THE ANNUAL DISCLOSURES WORKING WITH THE APPROPRIATE SENIOR VICE PRESIDENTS. IN ACCORDANCE WITH THE POLICY, FOR MATTERS DISCLOSED, A WRITTEN DETERMINATION AS TO WHETHER THE MATTER CONSTITUTES A CONFLICT IS MADE BY THE SENIOR VICE PRESIDENT OF THE EMPLOYEE'S DIVISION. THE EMPLOYEE IS INFORMED OF THE DETERMINATION. THE TRUSTEES' CONFLICT OF INTEREST POLICY IS ADMINISTERED BY THE PRESIDENT'S OFFICE ANNUALLY, AND DISCLOSURES ARE REVIEWED BY THE UNIVERSITY'S GENERAL COUNSEL. IF IT IS DETERMINED THAT A CONFLICT EXISTS,THE TRUSTEE DOES NOT VOTE WITH THE BOARD OF TRUSTEES ON MATTERS THAT RELATE TO THAT CONFLICT. A SEPARATE POLICY EXISTS FOR FACULTY MEMBERS WHO DO NOT HAVE BUDGET AUTHORITY (THE FACULTY POLICY).
FORM 990, PART VI, SECTION B, LINE 15	AN INDEPENDENT COMPENSATION CONSULTANT COMPLETES A COMPREHENSIVE STUDY OF EXECUTIVE COMPENSATION EVERY OTHER YEAR IN ODD YEARS, AND USES A PREDETERMINED COMPARATOR GROUP OF UNIVERSITIES AND SIMILAR SIZED ORGANIZATIONS TO BENCHMARK LEADERSHIP POSITIONS. WELL RECOGNIZED SALARY SURVEY DATA IS USED. ALL EXECUTIVES ARE EMPLOYED "AT WILL" BUT COMPENSATION AT TIME OF HIRE IS ARTICULATED IN THEIR EMPLOYMENT AGREEMENTS. THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION FOR THE PRESIDENT AND CFO ANNUALLY. THE MEMBERS OF THE SOCIETY OF JESUS, THE RELIGIOUS OF THE SACRED HEART OF MARY, AND THE SISTERS OF ST. JOSEPH OF ORANGE CONSTITUTE APROXIMATELY 2% OF THE UNIVERSITY'S FULL AND PART-TIME FACULTY AND ADMINISTRATIVE STAFF. DURING THE YEAR ENDED MAY 31, 2022, THE UNIVERSITY PAID THESE RELIGIOUS COMMUNITIES APPROXIMATELY $3,143,000 FOR THEIR SERVICES.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE FOR PUBLIC REVIEW ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (8)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	FUNDRAISING	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt
Controlled Organization	Yes (true)	ControlledOrganizationInd

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