UNIVERSITY OF SAN DIEGO: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN DIEGO (EIN 95-2544535)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202311329349309386
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T18:41:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952544535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6192604600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921102492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN ROIG | PersonNm |
| Person Title | VICE PRESIDENT FOR FINANCE & CFO | PersonTitleTxt |
| Phone | 6192605998 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | ROIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | KATHRYN ROIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921102492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,153,662,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANDIEGO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | POST SECONDARY EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 5124 | TotalEmployeeCnt |
| Total Volunteers | 3235 | TotalVolunteersCnt |
| Total Gross UBI | $1,400,258 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,619,067 | PYContributionsGrantsAmt |
| CY Contributions Grants | $63,764,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $422,853,922 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $451,185,779 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,794,593 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,708,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,441,376 | PYOtherRevenueAmt |
| CY Other Revenue | $11,391,177 | CYOtherRevenueAmt |
| PY Total Revenue | $509,708,958 | PYTotalRevenueAmt |
| CY Total Revenue | $586,050,045 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $157,938,016 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $165,923,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $221,558,647 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $234,895,636 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,947,770 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $83,510,678 | PYOtherExpensesAmt |
| CY Other Expenses | $119,261,775 | CYOtherExpensesAmt |
| PY Total Expenses | $463,007,341 | PYTotalExpensesAmt |
| CY Total Expenses | $520,081,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,701,617 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $65,968,859 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,729,508,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,759,669,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $317,922,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $373,758,845 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,411,585,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,385,911,144 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF SAN DIEGO IS A ROMAN CATHOLIC INSTITUTION COMMITTED TO ADVANCING ACADEMIC EXCELLENCE, EXPANDING LIBERAL AND PROFESSIONAL KNOWLEDGE, CREATING A DIVERSE AND INCLUSIVE COMMUNITY, AND PREPARING LEADERS DEDICATED TO ETHICAL CONDUCT AND COMPASSIONATE SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $422,558,471 | ExpenseAmt |
| Grant | $165,923,775 | GrantAmt |
| Revenue | $460,973,473 | RevenueAmt |
| Desc | THE UNIVERSITY OF SAN DIEGO IS ENGAGED IN POST-SECONDARY EDUCATION OF APPROXIMATELY 5,702 UNDERGRADUATE STUDENTS AND 2,529 GRADUATE AND PROFESSIONAL STUDENTS, AND 810 LAW STUDENTS; THIS PROGRAM INCLUDES ROOM & BOARD FOR THE STUDENT POPULATION. | Desc |
| Total Program Service Expenses | $422,558,471 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 883 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5124 | 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 | CJ | ForeignCountryCd |
| Foreign Country | SP | 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 |
| 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICE OF THE CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192605998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK HUGHES ADMINISTRAT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| DONALD R KNAUSS | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS F MULVANEY | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SANDRA N STANGL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT R DEAN | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REV RUBEN ARCEO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JON BALOUSEK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD BICKERSTAFF SR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM BREITLING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIM BUSCH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS CARR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CURTIS CHAMBERS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUE CUNNINGHAM | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEANDRO A FESTINO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN D FRAGER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID F HALE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURIE C KELLEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY KORO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM LUPFER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $11,790 | $0 | $0 | ||||
| JEFFREY WALKER MARTIN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV PETER M MCGUINE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARRIN MONTALVO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY THERESA MOSER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIRGINIA C NELSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $5,000 | $0 | $0 | ||||
| MICHAEL A PERSALL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL M PURCELL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW J RENO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN SCHULMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER SEIDLER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARLENE MARCOS SHILEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSANNE STANFORD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES T HARRIS III | |||||||||
| PRESIDENT & TRUSTEE | 40.00 | Yes (X) | Yes (X) | $795,272 | $0 | $155,248 | |||
| DR MASSIH TAYEBI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK S BOSCO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SR CAROLYN OSIEK | |||||||||
| SECRETARY (THRU 06/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN H MALLORY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW T ALLEN | |||||||||
| VICE PRESIDENT, INSTITUTIONAL EFFECTIVENESS AND ST | 40.00 | Yes (X) | $339,197 | $0 | $23,294 | ||||
| REV MSGR DANIEL J DILLABOUGH | |||||||||
| VICE PRESIDENT, MISSION AND MINISTRY (THRU 07/21) | 40.00 | Yes (X) | $242,771 | $0 | $24,987 | ||||
| CARMEN M VAZQUEZ | |||||||||
| VICE PRESIDENT, STUDENT AFFAIRS (THRU 07/21) | 40.00 | Yes (X) | $258,391 | $0 | $15,967 | ||||
| CHARLOTTE JOHNSON | |||||||||
| VICE PRESIDENT, STUDENT AFFAIRS | 40.00 | Yes (X) | $161,643 | $0 | $10,153 | ||||
| KY SNYDER | |||||||||
| VICE PRESIDENT, UNIVERSITY OPERATIONS & COO | 40.00 | Yes (X) | $374,215 | $0 | $40,412 | ||||
| GAIL BAKER MCCARTY | |||||||||
| VICE PRESIDENT AND PROVOST | 40.00 | Yes (X) | $437,855 | $0 | $60,983 | ||||
| RICHARD VIRGIN | |||||||||
| VICE PRESIDENT, UNIVERSITY ADVANCEMENT | 40.00 | Yes (X) | $426,921 | $0 | $37,609 | ||||
| KATHRYN ROIG | |||||||||
| VICE PRESIDENT. FINANCE & CFO | 40.00 | Yes (X) | $320,380 | $0 | $35,064 | ||||
| MICHAEL LOVETTE COYLER | |||||||||
| VICE PRESIDENT, MISSION INTEGRATION | 40.00 | Yes (X) | $185,655 | $0 | $15,686 | ||||
| THERESA BYRD | |||||||||
| DEAN, COPLEY LIBRARY | 40.00 | $200,203 | $0 | $14,539 | Yes (X) | ||||
| PATRICIA MARQUEZ | |||||||||
| DEAN, KROC SCHOOL OF PEACE STUDIES | 40.00 | $312,360 | $0 | $24,812 | Yes (X) | ||||
| NOELLE NORTON | |||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | 40.00 | $311,038 | $0 | $25,663 | Yes (X) | ||||
| CHELL A ROBERTS | |||||||||
| DEAN, SHILEY MARCOS SCHOOL OF ENGINEERING AND PROF | 40.00 | $464,745 | $0 | $23,189 | Yes (X) | ||||
| TIMOTHY KEANE | |||||||||
| DEAN, KNAUSS SCHOOL OF BUSINESS | 40.00 | $347,386 | $0 | $28,742 | Yes (X) | ||||
| JOI SPENCER | |||||||||
| INTERIM DEAN & PROFESSOR, SCHOOL OF LEADERSHIP & E | 40.00 | $194,086 | $0 | $15,446 | Yes (X) | ||||
| KIMBERLY WHITE SMITH | |||||||||
| DEAN, SCHOOL OF LEADERSHIP & EDUCATION SCIENCES | 40.00 | $360,288 | $0 | $1,000 | Yes (X) | ||||
| JANE GEORGES | |||||||||
| DEAN, SCHOOL OF NURSING | 40.00 | $236,856 | $0 | $15,855 | Yes (X) | ||||
| ROBERT SHAPIRO | |||||||||
| DEAN, SCHOOL OF LAW | 40.00 | $455,218 | $0 | $19,217 | Yes (X) | ||||
| SALLY BROSZ HARDIN | |||||||||
| FORMER DEAN, SCHOOL OF NURSING | 40.00 | $319,786 | $0 | $5,428 | Yes (X) | ||||
| SAM SCHOLL | |||||||||
| HEAD COACH, MEN'S BASKETBALL | 40.00 | $426,569 | $0 | $40,492 | Yes (X) | ||||
| WILLIAM MCGILLIS | |||||||||
| ASSOCIATE VICE PRESIDENT / EXECUTIVE DIRECTOR OF A | 40.00 | $341,107 | $0 | $57,676 | Yes (X) | ||||
| STEVEN SMITH | |||||||||
| FACULTY, SCHOOL OF LAW | 40.00 | $320,363 | $0 | $22,051 | Yes (X) | ||||
| THOMAS SKINNER | |||||||||
| GENERAL COUNSEL | 40.00 | $338,662 | $0 | $38,615 | Yes (X) | ||||
| STEPHEN FERRUOLO | |||||||||
| FORMER DEAN, SCHOOL OF LAW | 40.00 | $315,444 | $0 | $14,576 | Yes (X) | ||||
| JAIME ALONSO GOMEZ | |||||||||
| FORMER DEAN, SCHOOL OF BUSINESS | 40.00 | $258,004 | $0 | $13,631 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,761,205 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $780,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 503 | 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 |
|---|---|---|---|---|---|
| LEVEL 10 CONSTRUCTION | |||||
| 12555 HIGH BLUFF DRIVE SUITE 250 | SAN DIEGO | CA | 92130 | CONSTRUCTION | $22,226,967 |
| RUDOLPH & SLETTEN INC | |||||
| 7584 METROPOLITAN DRIVE SUITE 100 | SAN DIEGO | CA | 92108 | CONSTRUCTION | $14,995,619 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 021102112 | INVESTMENT ADVISORS | $1,070,054 |
| GARUDA LABS INC | |||||
| DEPT LA 25476 | PASADENA | CA | 911855476 | CONSULTING / STAFFING | $1,017,180 |
| SHOW IMAGING INC | |||||
| 1125 JOSHUA WAY | VISTA | CA | 92081 | EVENT MANAGEMENT | $969,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,120,879 | FundraisingAmt |
| Government Grants | $23,539,517 | GovernmentGrantsAmt |
| All Other Contributions | $38,104,062 | AllOtherContributionsAmt |
| Noncash Contributions | $11,387,153 | NoncashContributionsAmt |
| Total Contributions | $63,764,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $402,811,532 | $402,811,532 | |
| STUDENT RES & BOARD | 721310 | $40,693,020 | $40,693,020 | |
| BOOKSTORE | 451211 | $4,365,992 | $4,333,844 | $32,148 |
| PARKING SERVICES | 611710 | $2,804,338 | $2,804,338 | |
| STUDENT LOAN INTEREST | 611710 | $510,897 | $510,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $451,185,779 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,616,691 | TotalRevenueColumnAmt |
| Exclusion | $4,616,691 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $704,950 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $575,397 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $129,553 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,553 | TotalRevenueColumnAmt |
| Exclusion | $129,553 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $528,006,426 | SecuritiesAmt |
| Other | $93,622,705 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,843,321 | SecuritiesAmt |
| Other | $95,693,870 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,163,105 | SecuritiesAmt |
| Other | -$2,071,165 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,091,940 | TotalRevenueColumnAmt |
| Exclusion | $55,091,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $475,725 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,120,879 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $499,475 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,750 | TotalRevenueColumnAmt |
| Exclusion | -$23,750 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| JCP EVENTS | 611710 | $3,520,015 | $3,520,015 | |
| ATHLETICS & RECREATION | 611710 | $1,762,415 | $1,762,415 | |
| SUMMER CONFERENCES | 611710 | $761,968 | $534,195 | $227,773 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,240,976 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,003,217 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,140,337 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,285,374 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $586,050,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460,973,473 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,400,258 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,911,856 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,923,775 | TotalAmt |
| Program Services | $165,923,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,708,373 | TotalAmt |
| Program Services | $4,252,975 | ProgramServicesAmt |
| Management And General | $2,146,851 | ManagementAndGeneralAmt |
| Fundraising | $1,308,547 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,099,791 | TotalAmt |
| Program Services | $135,271,947 | ProgramServicesAmt |
| Management And General | $39,996,162 | ManagementAndGeneralAmt |
| Fundraising | $5,831,682 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,237,663 | TotalAmt |
| Program Services | $10,360,496 | ProgramServicesAmt |
| Management And General | $1,296,304 | ManagementAndGeneralAmt |
| Fundraising | $580,863 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,283,271 | TotalAmt |
| Program Services | $18,614,080 | ProgramServicesAmt |
| Management And General | $2,093,647 | ManagementAndGeneralAmt |
| Fundraising | $575,544 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,566,538 | TotalAmt |
| Program Services | $10,638,924 | ProgramServicesAmt |
| Management And General | $1,331,141 | ManagementAndGeneralAmt |
| Fundraising | $596,473 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,011 | TotalAmt |
| Management And General | $1,035,011 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,616 | TotalAmt |
| Management And General | $434,616 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,774 | TotalAmt |
| Management And General | $137,774 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,372,178 | TotalAmt |
| Program Services | $2,084,988 | ProgramServicesAmt |
| Management And General | $287,190 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,466,909 | TotalAmt |
| Program Services | $18,470,278 | ProgramServicesAmt |
| Management And General | $10,103,778 | ManagementAndGeneralAmt |
| Fundraising | $892,853 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,112,848 | TotalAmt |
| Program Services | $4,774,283 | ProgramServicesAmt |
| Management And General | $238,610 | ManagementAndGeneralAmt |
| Fundraising | $99,955 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,807,034 | TotalAmt |
| Program Services | $2,602,116 | ProgramServicesAmt |
| Management And General | $2,729,475 | ManagementAndGeneralAmt |
| Fundraising | $475,443 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,055,998 | TotalAmt |
| Program Services | $4,233,599 | ProgramServicesAmt |
| Management And General | $2,822,399 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,549,628 | TotalAmt |
| Program Services | $5,936,610 | ProgramServicesAmt |
| Management And General | $2,525,861 | ManagementAndGeneralAmt |
| Fundraising | $87,157 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,319,804 | TotalAmt |
| Program Services | $5,572,837 | ProgramServicesAmt |
| Management And General | $1,623,526 | ManagementAndGeneralAmt |
| Fundraising | $123,441 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,411 | TotalAmt |
| Program Services | $554,579 | ProgramServicesAmt |
| Management And General | $136,752 | ManagementAndGeneralAmt |
| Fundraising | $23,080 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,180,994 | TotalAmt |
| Program Services | $4,811,276 | ProgramServicesAmt |
| Management And General | $1,369,718 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,301,826 | TotalAmt |
| Program Services | $11,649,585 | ProgramServicesAmt |
| Management And General | $7,463,618 | ManagementAndGeneralAmt |
| Fundraising | $188,623 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250,645 | TotalAmt |
| Program Services | $230,509 | ProgramServicesAmt |
| Management And General | $2,020,136 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| INSTITUTIONAL SUPPORT | $6,782,376 | $6,782,376 | |
| FOOD SERVICES | $6,470,389 | $6,470,389 | |
| BOOKSTORE/PRINT SHOP | $3,929,721 | $3,929,721 | |
| ACADEMIC SUPPORT | $3,699,391 | $3,699,391 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,640,222 | TotalAmt |
| Program Services | $2,476,113 | ProgramServicesAmt |
| Fundraising | $164,109 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,081,186 | TotalAmt |
| Program Services | $422,558,471 | ProgramServicesAmt |
| Management And General | $86,574,945 | ManagementAndGeneralAmt |
| Fundraising | $10,947,770 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2 | BOYAmt |
| EOY | $2 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,628,802 | BOYAmt |
| EOY | $21,581,673 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,038,948 | BOYAmt |
| EOY | $43,104,629 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,377,922 | BOYAmt |
| EOY | $15,041,027 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $722,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,574,313 | BOYAmt |
| EOY | $32,505,488 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,952 | BOYAmt |
| EOY | $1,874,421 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,826 | BOYAmt |
| EOY | $5,613,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $949,738,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $238,414,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,335,384 | BOYAmt |
| EOY | $711,324,207 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,685,785 | BOYAmt |
| EOY | $591,323,684 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,740,441 | BOYAmt |
| EOY | $336,578,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,508,375 | BOYAmt |
| EOY | $1,759,669,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,862,983 | BOYAmt |
| EOY | $69,806,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,147,855 | BOYAmt |
| EOY | $10,181,194 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,973,984 | BOYAmt |
| EOY | $148,000,158 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,560,439 | BOYAmt |
| EOY | $123,155,874 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,377,375 | BOYAmt |
| EOY | $22,614,736 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,922,636 | BOYAmt |
| EOY | $373,758,845 | 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 | $927,076,277 | BOYAmt |
| EOY | $912,451,477 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,509,462 | BOYAmt |
| EOY | $473,459,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,585,739 | BOYAmt |
| EOY | $1,385,911,144 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,508,375 | BOYAmt |
| EOY | $1,759,669,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $65,968,859 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$90,962,387 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$681,067 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $63,444,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,087,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,979,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,619,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,764,458 | CurrentTaxYearAmt |
| Total | $265,894,822 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,444,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,087,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,979,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,619,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,764,458 | CurrentTaxYearAmt |
| Total | $265,894,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,428,390 | SubstantialContributorsTotAmt |
| Public Support Total170 | $247,466,432 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,244,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,377,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,261,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,076,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,321,641 | CurrentTaxYearAmt |
| Total | $36,281,829 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,815 | CurrentTaxYearMinus1YearAmt |
| Total | $2,815 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,422 | CurrentTaxYearAmt |
| Total | $621,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $302,800,814 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,223,023,415 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER REVENUE - 2017 AMOUNT: $ 139,205. 2018 AMOUNT: $ 144,375. 2019 AMOUNT: $ 131,141. 2020 AMOUNT: $ 109,205. 2021 AMOUNT: $ 97,422. |
| SCHEDULE A, PART II: | THE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER SECTION 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY SECTION 170(B)(1)(A)(VI) AND QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $137,774 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $137,774 | 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 | PART IIB, LINE 1J: FACULTY WITH THE UNIVERSITY'S SCHOOL OF LAW IN THE CENTER FOR PUBLIC INTEREST AND CHILDREN'S ADVOCACY INSTITUTE OFFERED THEIR RESEARCH DATA AND LEGAL EXPERTISE IN AN ATTEMPT TO INFLUENCE PENDING LEGISLATION CONCERNING CONSUMERS RIGHTS AND CHILDREN'S HEALTH, SAFETY AND WELFARE. NO ATTEMPT WAS MADE BY THE UNIVERSITY TO INFLUENCE A POLITICAL CAMPAIGN OF ANY OFFICE, NOR WERE ANY POLITICAL CONTRIBUTIONS MADE. TOTAL EXPENDITURES WERE $137,774. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,061,789 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $692,915,587 | BeginningYearBalanceAmt |
| Contributions | $19,612,596 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,372,740 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,347,793 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,292,234 | OtherExpendituresAmt |
| End Year Balance | $652,515,416 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $532,239,476 | BeginningYearBalanceAmt |
| Contributions | $8,200,707 | ContributionsAmt |
| Investment Earnings Or Losses | $169,455,131 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,819,047 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,160,680 | OtherExpendituresAmt |
| End Year Balance | $692,915,587 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $545,566,671 | BeginningYearBalanceAmt |
| Contributions | $8,113,510 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,590,452 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,845,480 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,004,773 | OtherExpendituresAmt |
| End Year Balance | $532,239,476 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $529,996,747 | BeginningYearBalanceAmt |
| Contributions | $5,469,006 | ContributionsAmt |
| Investment Earnings Or Losses | $28,115,647 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,971,763 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,042,966 | OtherExpendituresAmt |
| End Year Balance | $545,566,671 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $503,568,114 | BeginningYearBalanceAmt |
| Contributions | $3,113,526 | ContributionsAmt |
| Investment Earnings Or Losses | $39,671,322 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,275,808 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,080,407 | OtherExpendituresAmt |
| End Year Balance | $529,996,747 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,252,988 | OtherCostOrOtherBasisAmt |
| Book Value | $78,252,988 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $790,331,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,152,785 | DepreciationAmt |
| Book Value | $590,178,557 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,092,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,261,226 | DepreciationAmt |
| Book Value | $38,830,873 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,061,789 | OtherCostOrOtherBasisAmt |
| Book Value | $4,061,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $711,324,207 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ALTERNATIVE ASSET PARTNERSHIPS - REAL ESTATE | $9,685,082 |
| ALTERNATIVE ASSET PARTNERSHIPS - VENTURE CAPITAL | $74,405,277 |
| ALTERNATIVE ASSET PARTNERSHIPS - PRIVATE REAL ASSETS | $46,875,053 |
| WEST COAST CONFERENCE | $399,614 |
| OTHER ASSETS | $2,023,393 |
| ALTERNATIVE ASSET PARTNERSHIPS - DIVERSIFIERS | $12,914,307 |
| MARKETABLE ALTERNATIVES - QUANT | $23,266,687 |
| MARKETABLE ALTERNATIVES - ABSOLUTE RETURN | $41,342,393 |
| MARKETABLE ALTERNATIVES - LONG/SHORT | $12,206,234 |
| ALTERNATIVE ASSET PARTNERSHIPS - PRIVATE EQUITY | $113,460,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $336,578,932 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND INTEREST RATE SWAP | $16,221,010 |
| REFUNDABLE ADVANCES | $6,393,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,614,736 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $327,185,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$90,962,387 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$90,962,387 | RevenueNotReportedAmt |
| Revenue Subtotal | $418,147,387 | RevenueSubtotalAmt |
| Other Revenues Not Included | $167,902,658 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $167,902,658 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $586,050,045 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $352,860,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,074,872 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,074,872 | ExpensesNotReportedAmt |
| Expenses Subtotal | $351,785,128 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $168,296,058 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $168,296,058 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $520,081,186 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTION SEEKS TO STIMULATE INTEREST AND PRIDE AS WELL AS EMPHASIZE THE CULTURAL VALUE OF USD'S FINE ARTS PROGRAMS. |
| PART V, LINE 4: | THE UNIVERSITY OF SAN DIEGO ENDOWMENT FUNDS ARE UTILIZED BASED ON DONOR'S INTENT; AS OF JUNE 30, 2022 THE ALLOCATION OF ENDOWMENT FUNDS WAS AS FOLLOWS: ACADEMIC SUPPORT - 27.4%, TUITION FUNDED QUASI - 40.7%, SCHOLARSHIPS - 16.7%, INSTRUCTION - 4.7%, PLANT MAINTENANCE AND OPERATIONS - 1.5%, PUBLIC SERVICE - 4.3% AND OTHER INSTITUTIONAL SUPPORT - 4.7%. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE (IRS) HAS RECOGNIZED THE UNIVERSITY AS EXEMPT FROM TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME UNDER IRC SECTIONS 511 THROUGH 515. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL. AS OF JUNE 30, 2022 AND 2021, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE UNIVERSITY MAY BE SUBJECT TO ROUTINE AUDIT BY THE IRS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2022 AND 2021. THE UNIVERSITY FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN INCOME -575,397. SPECIAL EVENT EXPENSES INCLUDED IN INCOME -499,475. ROUNDED FINANCIAL STATEMENT DIFFERENCE 510. K-1 PASSTHROUGH 681,067. RECLASS INVESTMENT MANAGEMENT FEES 2,372,178. SCHOLARSHIPS INCLUDED IN EXPENSES 165,923,775. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN INCOME 575,397. SPECIAL EVENT EXPENSES INCLUDED IN INCOME 499,475. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS INCLUDED IN EXPENSES 165,923,775. RECLASS INVESTMENT MANAGEMENT FEES 2,372,178. ROUNDED FINANCIAL STATEMENT DIFFERENCE 105. |
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 | UNIVERSITY OF SAN DIEGO'S RACIALLY NONDISCRIMINATORY POLICY PUBLISHED IN ALL RECRUITING BROCHURES AND ADVERTISEMENTS AS WELL AS UNDERGRADUATE AND GRADUATE BULLETINS AND CATALOGS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF SAN DIEGO RECEIVED AN ESTIMATED $126.3M IN CONTRIBUTIONS FROM FEDERAL AND STATE AGENCIES FOR ASSISTANCE IN PROVIDING POST-SECONDARY EDUCATION. THIS INCLUDES $92.5M IN FEDERAL FAMILY EDUCATION LOANS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $57,333 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $146,324,267 | |||
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $88,745 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 3 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $1,402,778 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $13,185 |
| NORTH AMERICA (CANADA AND MEXICO) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $189,013 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $91,286 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $61,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $148,228,023 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $148,228,023 | TotalSpentAmt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | BOOK VALUE IS THE ACCOUNTING METHOD USED TO DETERMINE INVESTMENT VALUES AND ACCRUAL METHOD OF ACCOUNTING IS USED FOR STUDY ABROAD PROGRAMS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOUNDERS GALA | Event1Nm |
| Gross Receipts Event1 | $2,184,174 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,958,809 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $225,365 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $354,553 | OtherDirectExpensesEvent1Amt |
| Event2 | SPORTS BANQUET | Event2Nm |
| Gross Receipts Event2 | $213,320 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,600 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $209,720 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $101,300 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $199,110 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $158,470 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $40,640 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $43,622 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,596,604 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,120,879 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $475,725 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $499,475 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $499,475 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,750 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| USD SCHOLARSHIPS | 3599 | $99,550,444 |
| STUDENT AID - GRADUATE AND LAW | 1316 | $27,997,409 |
| STUDENT AID - ATHLETICS AND RECREATION | 209 | $8,726,436 |
| STUDENT AID - PRIVATE | 406 | $2,580,677 |
| ENDOWED SCHOLARSHIPS | 684 | $10,347,793 |
| FEDERAL SCHOLARSHIPS AND GRANTS | 1109 | $16,721,016 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY AWARDS SCHOLARSHIPS TO INDIVIDUAL STUDENTS TO OFFSET THE COST OF TUITION, FEES, AND ROOM AND BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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 T HARRIS III | ||||||||||||||
| PRESIDENT & TRUSTEE | $735,603 | $0 | $0 | $0 | $59,669 | $0 | $14,857 | $0 | $140,391 | $0 | $950,520 | $0 | $0 | $0 |
| GAIL BAKER MCCARTY | ||||||||||||||
| VICE PRESIDENT AND PROVOST | $392,587 | $0 | $0 | $0 | $45,268 | $0 | $47,400 | $0 | $13,583 | $0 | $498,838 | $0 | $0 | $0 |
| CHELL A ROBERTS | ||||||||||||||
| DEAN, SHILEY MARCOS SCHOOL OF ENGINE | $459,861 | $0 | $0 | $0 | $4,884 | $0 | $15,040 | $0 | $8,149 | $0 | $487,934 | $0 | $0 | $0 |
| ROBERT SHAPIRO | ||||||||||||||
| DEAN, SCHOOL OF LAW | $421,670 | $0 | $0 | $0 | $33,548 | $0 | $17,400 | $0 | $1,817 | $0 | $474,435 | $0 | $0 | $0 |
| SAM SCHOLL | ||||||||||||||
| HEAD COACH, MEN'S BASKETBALL | $384,236 | $0 | $0 | $0 | $42,333 | $0 | $17,400 | $0 | $23,092 | $0 | $467,061 | $0 | $0 | $0 |
| RICHARD VIRGIN | ||||||||||||||
| VICE PRESIDENT, UNIVERSITY ADVANCEME | $366,042 | $0 | $0 | $0 | $60,879 | $0 | $17,400 | $0 | $20,209 | $0 | $464,530 | $0 | $0 | $0 |
| KY SNYDER | ||||||||||||||
| VICE PRESIDENT, UNIVERSITY OPERATION | $329,846 | $0 | $0 | $0 | $44,369 | $0 | $17,400 | $0 | $23,012 | $0 | $414,627 | $0 | $0 | $0 |
| WILLIAM MCGILLIS | ||||||||||||||
| ASSOCIATE VICE PRESIDENT / EXECUTIVE | $313,848 | $0 | $0 | $0 | $27,259 | $0 | $34,897 | $0 | $22,779 | $0 | $398,783 | $0 | $0 | $0 |
| THOMAS SKINNER | ||||||||||||||
| GENERAL COUNSEL | $307,554 | $0 | $0 | $0 | $31,108 | $0 | $15,744 | $0 | $22,871 | $0 | $377,277 | $0 | $0 | $0 |
| TIMOTHY KEANE | ||||||||||||||
| DEAN, KNAUSS SCHOOL OF BUSINESS | $316,581 | $0 | $0 | $0 | $30,805 | $0 | $14,820 | $0 | $13,922 | $0 | $376,128 | $0 | $0 | $0 |
| ANDREW T ALLEN | ||||||||||||||
| VICE PRESIDENT, INSTITUTIONAL EFFECT | $291,894 | $0 | $0 | $0 | $47,303 | $0 | $15,089 | $0 | $8,205 | $0 | $362,491 | $0 | $0 | $0 |
| KIMBERLY WHITE SMITH | ||||||||||||||
| DEAN, SCHOOL OF LEADERSHIP & EDUCATI | $320,375 | $0 | $0 | $0 | $39,913 | $0 | $0 | $0 | $1,000 | $0 | $361,288 | $0 | $0 | $0 |
| KATHRYN ROIG | ||||||||||||||
| VICE PRESIDENT. FINANCE & CFO | $309,823 | $0 | $0 | $0 | $10,557 | $0 | $15,100 | $0 | $19,964 | $0 | $355,444 | $0 | $0 | $0 |
| STEVEN SMITH | ||||||||||||||
| FACULTY, SCHOOL OF LAW | $300,312 | $0 | $0 | $0 | $20,051 | $0 | $13,543 | $0 | $8,508 | $0 | $342,414 | $0 | $0 | $0 |
| PATRICIA MARQUEZ | ||||||||||||||
| DEAN, KROC SCHOOL OF PEACE STUDIES | $264,022 | $0 | $0 | $0 | $48,338 | $0 | $13,529 | $0 | $11,283 | $0 | $337,172 | $0 | $0 | $0 |
| NOELLE NORTON | ||||||||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | $294,513 | $0 | $0 | $0 | $16,525 | $0 | $14,022 | $0 | $11,641 | $0 | $336,701 | $0 | $0 | $0 |
| STEPHEN FERRUOLO | ||||||||||||||
| FORMER DEAN, SCHOOL OF LAW | $307,005 | $0 | $0 | $0 | $8,439 | $0 | $13,582 | $0 | $994 | $0 | $330,020 | $0 | $0 | $0 |
| SALLY BROSZ HARDIN | ||||||||||||||
| FORMER DEAN, SCHOOL OF NURSING | $101,633 | $0 | $0 | $0 | $218,153 | $0 | $4,683 | $0 | $745 | $0 | $325,214 | $0 | $0 | $0 |
| CARMEN M VAZQUEZ | ||||||||||||||
| VICE PRESIDENT, STUDENT AFFAIRS (THR | $223,628 | $0 | $0 | $0 | $34,763 | $0 | $14,271 | $0 | $1,696 | $0 | $274,358 | $0 | $0 | $0 |
| JAIME ALONSO GOMEZ | ||||||||||||||
| FORMER DEAN, SCHOOL OF BUSINESS | $211,406 | $0 | $0 | $0 | $46,598 | $0 | $8,483 | $0 | $5,148 | $0 | $271,635 | $0 | $0 | $0 |
| REV MSGR DANIEL J DILLABOUGH | ||||||||||||||
| VICE PRESIDENT, MISSION AND MINISTRY | $191,701 | $0 | $0 | $0 | $51,070 | $0 | $10,910 | $0 | $14,077 | $0 | $267,758 | $0 | $0 | $0 |
| JANE GEORGES | ||||||||||||||
| DEAN, SCHOOL OF NURSING | $205,664 | $0 | $0 | $0 | $31,192 | $0 | $10,308 | $0 | $5,547 | $0 | $252,711 | $0 | $0 | $0 |
| THERESA BYRD | ||||||||||||||
| DEAN, COPLEY LIBRARY | $153,959 | $0 | $0 | $0 | $46,244 | $0 | $9,120 | $0 | $5,419 | $0 | $214,742 | $0 | $0 | $0 |
| JOI SPENCER | ||||||||||||||
| INTERIM DEAN & PROFESSOR, SCHOOL OF | $194,086 | $0 | $0 | $0 | $0 | $0 | $8,533 | $0 | $6,913 | $0 | $209,532 | $0 | $0 | $0 |
| MICHAEL LOVETTE COYLER | ||||||||||||||
| VICE PRESIDENT, MISSION INTEGRATION | $172,133 | $0 | $0 | $0 | $13,522 | $0 | $8,511 | $0 | $7,175 | $0 | $201,341 | $0 | $0 | $0 |
| CHARLOTTE JOHNSON | ||||||||||||||
| VICE PRESIDENT, STUDENT AFFAIRS | $149,610 | $0 | $0 | $0 | $12,033 | $0 | $9,000 | $0 | $1,153 | $0 | $171,796 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SCHEDULE J, PART I, LINE 1A: TRAVEL FOR COMPANIONS - THE UNIVERSITY PROVIDES FOR THE PRESIDENT'S SPOUSE TO TRAVEL WITH HIM WHEN HER PRESENCE IS REQUIRED FOR UNIVERSITY BUSINESS PURPOSES. NO PART OF THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 1A: HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS PROVIDED ON CAMPUS HOUSING AND IT IS RECORDED AS A NON-TAXABLE BENEFIT. THE VICE PRESIDENT FOR MISSION AND MINISTRY IS PROVIDED ON CAMPUS HOUSING AND IT IS RECORDED AS A NON-TAXABLE BENEFIT. THE VALUE OF THESE BENEFITS ARE REPORTED IN "NONTAXABLE BENEFITS" ON SCHEDULE J, PART II, COLUMN D. PRESIDENT HARRIS OCCUPIED THE RESIDENCE FOR ALL OF FISCAL YEAR 2022. SCHEDULE J, PART I, LINE 1A: PERSONAL SERVICES - THE PRESIDENT WAS PROVIDED HOUSEKEEPING AND FACILITIES MAINTENANCE SERVICES FOR THE PRESIDENT'S ON-CAMPUS RESIDENCE. NO PART OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. THE VALUE OF THIS BENEFIT IS REPORTED IN "NONTAXABLE BENEFITS" ON SCHEDULE J, PART II, COLUMN D. |
| PART I, LINES 4A-B | SALLY BROSZ HARDIN, HIGHEST COMPENSATED EMPLOYEE, RECEIVED SEVERANCE OF $193,748 DURING 2021. KY SNYDER, OFFICER, PARTICIPATED IN A 457(F) PLAN. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS FOR 2021. WILLIAM MCGILLIS, HIGHEST COMPENSATED EMPLOYEE, PARTIICPATED IN A 457(F) PLAN. CONTRIBUTIONS WERE MADE IN THE AMOUNT OF $20,000 FOR 2021. NO DISTRIBUTIONS WERE MADE FOR 2021. JAMES HARRIS III, PRESIDENT, PARTICIPATED IN A 457(F) PLAN. THERE WERE NO CONTRIBUTIONS FOR 2021. DISTRIBUTIONS WERE MADE IN THE AMOUNT OF $125,000 FOR 2021. GAIL BAKER, OFFICER, PARTIICPATED IN A 457(F) PLAN. CONTRIBUTIONS WERE MADE IN THE AMOUNT OF $30,000 FOR 2021. NO DISTRIBUTIONS WERE MADE FOR 2021. |
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 EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 521705592 | 130178YD2 | 2011-03-16 | $19,562,314 | NOTE 1 | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| B | 201563466 | 2015-07-23 | $91,750,000 | NOTE 4 | 0 | 0 | 0 | |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| C | 201563466 | 13048VMJ4 | 2019-10-17 | $56,505,816 | NOTE 5 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|
| A | $7,725,000 | $19,562,315 | $3,904 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $595,000 | $91,750,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $56,505,816 | 0 | 0 | 0 | Yes (1) | $56,505,816 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| GEORGE K BAUM | |||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | FINANCIAL SERVICES | 30.000000000000 | 0 | 0 |
| (no name) | |||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NOTE 1 | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN (F) - DESCRIPTION OF PURPOSE SERIES 2011 (ISSUE DATE MARCH 16, 2011): ADVANCE REFUNDING OF CEFA SERIES 1998 (ISSUE DATE FEBRUARY 25, 1998). NOTE 4 PART I, COLUMN (F) - DESCRIPTION OF PURPOSE SERIES 2015 (ISSUE DATE JULY 23, 2015): ADVANCE REFUNDING OF SERIES 2005 (ISSUE DATE NOVEMBER 16, 2005). NOTE 5 PART I, COLUMN (F) - DESCRIPTION OF PURPOSE TO FINANCE FOR THE CONSTRUCTION AND/OR RENOVATION OF CERTAIN MAJOR FACILITIES. PART III, LINES 4 AND 5, COLUMNS A-C: PURSUANT TO IRS GUIDANCE, USD IS NOT REQUIRED TO REPORT PRIVATE BUSINESS USE INFORMATION FOR REFUNDING BONDS THAT REFUNDED BONDS ISSUED BEFORE JANUARY 1, 2003. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| RICHARD VIRGIN | |||||||
| OFFICER | MORTGAGE ASSISTANCE | Yes (X) | $150,000 | $120,000 | 0 | Yes (1) | Yes (1) |
| JAMES HARRIS | |||||||
| OFFICER | LOAN PER EMPLOYMENT CONTRACT | Yes (X) | $300,000 | $300,000 | 0 | Yes (1) | Yes (1) |
| CHARLOTTE JOHNSON | |||||||
| OFFICER | MORTGAGE ASSISTANCE | Yes (X) | $190,000 | $152,000 | 0 | Yes (1) | Yes (1) |
| KIMBERLEY WHITE | |||||||
| KEY EMPLOYEE | MORTGAGE ASSISTANCE | Yes (X) | $150,000 | $150,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $722,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE PART V - SUPPLEMENTAL INFORMATI | PersonNm |
| Relationship With Org | EMPLOYEE | RelationshipWithOrgTxt |
| Cash Grant | $18,930 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | EMPLOYEE BENEFIT | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LINDSEY ALLEN | |||
| FAMILY MEMBER OF OFFICER | $92,353 | SEE PART V | 0 |
| ZACHARY HARRIS | |||
| FAMILY MEMBER OF PRESIDENT AND TRUSTEE | $120,550 | SEE PART V | 0 |
| JAMES MCCARTY | |||
| FAMILY MEMBER OF VICE PRESIDENT AND PROVOST | $69,470 | SEE PART V | 0 |
| DENISE DIMON | |||
| FAMILY MEMBER OF OFFICER | $301,842 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART III - GRANTS OR ASSISTANCE BENEFTING INTERESTED PERSONS: | PER THE 990 INSTRUCTIONS, THE UNIVERSITY IS NOT REQUIRED TO IDENTIFY THE INTERESTED PERSONS WHO RECEIVED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THE UNIVERSITY MUST GROUP EACH TYPE OF ASSISTANCE PROVIDED TO INTERESTED PERSONS. THIS IS DONE IN ORDER TO PROTECT THE IDENTITY OF THE STUDENTS. |
| SCHEDULE L, PART III - BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS: | ANDREW T. ALLEN, VICE PRESIDENT FOR INSTITUTIONAL EFFECTIVENESS AND STREATEGIC PLANNING, IS RELATED TO DENISE DIMON, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. SHE IS A PROFESSOR OF ECONOMICS, THE ASSOCIATE PROVOST FOR INTERNATIONAL AFFAIRS, AND THE DIRECTOR OF THE AHLERS CENTER FOR INTERNATIONAL BUSINESS. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2021 FOR DENISE DIMON AND ASSOCIATED BENEFITS.ANDREW T. ALLEN, VICE PRESIDENT FOR INSTITUTIONAL EFFECTIVENESS AND STREATEGIC PLANNING, IS RELATED TO LINDSEY ALLEN, HIS DAUGHTER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. SHE IS THE ASSISTANT DIRECTOR OF THE GLOBAL CENTER IN THE SCHOOL OF LEADERSHIP AND EDUCATIONAL SCIENCES. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2021 FOR LINDSAY ALLEN AND ASSOCIATED BENEFITS.JAMES T. HARRIS III, PRESIDENT AND TRUSTEE, IS RELATED TO ZACHARY HARRIS, HIS SON, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. HE IS THE ASSISTANT ATHLETIC DIRECTOR FOR DEVELOPMENT. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2021 FOR ZACHARY HARRIS AND ASSOCIATED BENEFITS.GAIL MCCARTY BAKER, VICE PRESIDENT AND PROVOST, IS RELATED TO JAMES MCCARTY, HER HUSBAND, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. HE IS THE CREDENTIALING ANALYST IN THE SCHOOL OF LEADERSHIP AND EDUCATIONAL SCIENCES. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2021 FOR JAMES MCCARTY AND ASSOCIATED BENEFITS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,977,099 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PLEDGE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,410,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | REPORTS THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE UNIVERSITY UTILIZES A BROKER TO SELL STOCK GIFTS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND A COPY OF THE 990 IS AVAILABLE TO THE ORGANIZATION'S ENTIRE GOVERNING BOARD ONLINE AT THE SECURED TRUSTEE WEBSITE BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE BOARD OF DIRECTORS AND EXCUTIVE MANAGEMENT ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY CONFLICT IS REVIEWED AND HANDLED IN ACCORDANCE WITH THE WRITTEN POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES EXECUTIVE COMPENSATION COMMITTEE DETERMINES COMPENSATION USING COMPARABLE DATA AND CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS. THIS PROCESS IS DONE ANNUALLY FOR THE PRESIDENT, VICE PRESIDENTS, AND OTHER KEY ADMINISTRATIVE POSITIONS. THE PROVOST/VICE PRESIDENT FOR ACADEMIC AFFAIRS DETERMINES THE COMPENSATION FOR THE DEANS USING MARKET BENCHMARK DATA PREPARED INTERNALLY AND THE BENCHMARK SCHOOLS ARE SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORMS 990 AND 990T ARE AVAILABLE TO THE PUBLIC BY VIEWING THE GUIDESTAR WEBSITE AND UPON REQUEST FROM THE FINANCE OFFICE AT 619-260-5998; COMPLIANCE@SANDIEGO.EDU; OR ONSITE FROM THE FINANCE OFFICE. FORM 1023 IS AVAILABLE UPON REQUEST FROM THE FINANCE OFFICE AT 619-260-5998; COMPLIANCE@SANDIEGO.EDU; OR ONSITE FROM THE FINANCE OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE CONTROLLER AT 619-260-5998; ACCOUNTING@SANDIEGO.EDU; GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE PRESIDENT AT 619-260-4520; CONFLICT OF INTEREST POLICY IS AVAILABLE ONLINE AT WWW.SANDIEGO.EDU. |
| FORM 990, PART XI, LINE 9: | K-1 PASSTHROUGH -681,067. |