PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE (EIN 94-1156617)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202221369349317712
- Schema version
- 2020v4.2
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T20:55:43-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESIDENT-BOARD OF TRUSTEES | BusinessNameLine1Txt |
| Business Name Line2 | SANTA CLARA COLLEGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4085544398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAMONA SAUTER | PersonNm |
| Person Title | AVP FOR FINANCE | PersonTitleTxt |
| Phone | 4085544398 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAMONA | PersonFirstNm |
| Person Last | SAUTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CLARA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA A KLOPPENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $790,443,016 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1851 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SANTA CLARA UNIVERSITY IS A CATHOLIC AND JESUIT INSTITUTION THAT MAKES STUDENT LEARNING ITS CENTRAL FOCUS, PROMOTES FACULTY AND STAFF LEARNING IN ITS VARIOUS FORMS, AND EXHIBITS ORGANIZATIONAL LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 4763 | TotalEmployeeCnt |
| Total Volunteers | 2040 | TotalVolunteersCnt |
| Total Gross UBI | $463,819 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $72,202,340 | PYContributionsGrantsAmt |
| CY Contributions Grants | $84,406,379 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $447,657,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $410,662,863 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,618,920 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,597,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$781,860 | PYOtherRevenueAmt |
| CY Other Revenue | $1,029 | CYOtherRevenueAmt |
| PY Total Revenue | $550,696,402 | PYTotalRevenueAmt |
| CY Total Revenue | $543,668,030 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $115,513,987 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,621,224 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $249,346,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $235,720,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,989,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $149,556,621 | PYOtherExpensesAmt |
| CY Other Expenses | $136,627,050 | CYOtherExpensesAmt |
| PY Total Expenses | $514,417,263 | PYTotalExpensesAmt |
| CY Total Expenses | $492,968,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,279,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,699,482 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,391,705,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,958,910,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $607,665,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $649,347,298 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,784,039,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,309,563,020 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $432,556,917 | ExpenseAmt |
| Grant | $120,621,224 | GrantAmt |
| Revenue | $410,662,863 | RevenueAmt |
| Desc | SANTA CLARA UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION OFFERING DEGREES AT THE UNDERGRADUATE AND GRADUATE LEVEL AND LAW DEGREES. THE UNIVERSITY CONSISTS OF THE COLLEGE OF ARTS AND SCIENCES, THE SCHOOL OF ENGINEERING, THE LEAVEY SCHOOL OF BUSINESS, THE SCHOOL OF EDUCATION AND COUNSELING PSYCHOLOGY, THE SCHOOL OF LAW, AND THE JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA UNIVERSITY. CURRENT ENROLLMENT IS 8,551 STUDENTS CONSISTING OF 5,568 UNDERGRADUATE, 2,117 GRADUATE AND 866 LAW STUDENTS. IN 2021, THE UNIVERSITY AWARDED 2,582 DEGREES AT ALL ACADEMIC LEVELS. | Desc |
| Total Program Service Expenses | $432,556,917 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10020 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4763 | 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 | ES | 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 | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMONA SAUTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085542757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95053 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HERBERT SENDEK | ||||||||||
| HEAD COACH, MEN'S BASKETBALL | 40.00 | Yes (X) | $725,974 | $0 | $100,042 | |||||
| JOHN KERRIGAN | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | $677,568 | $0 | $56,533 | Yes (X) | |||||
| LISA KLOPPENBERG | ||||||||||
| ACTING PRESIDENT | 40.00 | $455,157 | $0 | $66,396 | Yes (X) | Yes (X) | ||||
| JIM LYONS | ||||||||||
| VP FOR UNIVERSITY RELATIONS | 40.00 | $460,817 | $0 | $54,951 | Yes (X) | |||||
| RENE BAUMGARTNER | ||||||||||
| EXECUTIVE DIRECTOR, ATHLETICS | 40.00 | Yes (X) | $397,303 | $0 | $74,626 | |||||
| DONALD HEIDER | ||||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $431,554 | $0 | $31,483 | |||||
| JOHN OTTOBONI | ||||||||||
| ASSISTANT SECRETARY, SR. LEGAL COUNSEL & COO | 40.00 | $408,106 | $0 | $48,416 | Yes (X) | |||||
| MICHAEL CROWLEY | ||||||||||
| ASSISTANT TREASURER, VP FINANCE AND ADMINISTRATION | 40.00 | $381,404 | $0 | $62,935 | Yes (X) | 3.00 | ||||
| CHINH NGUYEN | ||||||||||
| INVESTMENT DIRECTOR | 40.00 | Yes (X) | $396,850 | $0 | $35,620 | |||||
| MEIR STATMAN | ||||||||||
| PROFESSOR | 40.00 | Yes (X) | $330,912 | $0 | $49,149 | |||||
| ANDREW STARBIRD | ||||||||||
| FORMER DEAN, LEAVEY SCHOOL | 40.00 | $267,894 | $0 | $51,115 | Yes (X) | |||||
| MOLLY MCDONALD | ||||||||||
| ASSISTANT SECRETARY, CHIEF OF STAFF | 40.00 | $248,462 | $0 | $68,997 | Yes (X) | |||||
| CHRIS SHAY | ||||||||||
| ASSISTANT VP FOR UNIVERSITY OPERATIONS | 40.00 | $238,487 | $0 | $46,928 | Yes (X) | |||||
| EVA BLANCO MASIAS | ||||||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.00 | $220,025 | $0 | $38,554 | Yes (X) | |||||
| MIKE SEXTON | ||||||||||
| VP FOR ENROLLMENT MGMT (THRU 06/20) | 40.00 | $223,365 | $0 | $31,957 | Yes (X) | |||||
| GODFREY MUNGAL | ||||||||||
| FORMER DEAN OF THE SCHOOL OF ENGINEERING | 40.00 | $202,557 | $0 | $46,586 | Yes (X) | |||||
| JESSICA MATSUMORI | ||||||||||
| ASSISTANT TREASURER, AVP FINANCE | 40.00 | $195,550 | $0 | $39,207 | Yes (X) | 3.00 | ||||
| KEVIN O'BRIEN SJ | ||||||||||
| PRESIDENT, EX OFFICIO (THRU 04/21) | 40.00 | $0 | $0 | $59,918 | Yes (X) | Yes (X) | 5.00 | |||
| MICHAEL ENGH SJ | ||||||||||
| FORMER PRESIDENT | 40.00 | $32,683 | $0 | $26,026 | Yes (X) | |||||
| JOHN M SOBRATO | ||||||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| LARRY W SONSINI | ||||||||||
| VICE CHAIR | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| KRISTI M BOWERS | ||||||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| JOHN JACK C LEWIS | ||||||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| AGNIESZKA WINKLER | ||||||||||
| TRUSTEE | 6.00 | $0 | $0 | $0 | Yes (X) | 5.00 | ||||
| ARTHUR F LIEBSCHER SJ | ||||||||||
| RECTOR, EX OFFICIO | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| EDWARD ED A PANELLI | ||||||||||
| TRUSTEE | 4.00 | $0 | $0 | $0 | Yes (X) | |||||
| ELIZABETH BETSY S RAFAEL | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| ELIZABETH CONNELLY | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| ERICK BERRELLEZA SJ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| GERALD JERRY T COBB SJ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| GILBERT SUNGHERA SJ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| GISEL RUIZ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| GREGORY GREG VAUGHAN | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| HEIDI LE BARON LEUPP | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| HOWARD S CHARNEY | ||||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |||||
| JEFFREY JEFF A MILLER | ||||||||||
| TRUSTEE | 4.00 | $0 | $0 | $0 | Yes (X) | |||||
| JOHN A SOBRATO | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| JOSEPH M MCSHANE SJ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| KAPIL K NANDA | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| KATHLEEN DUNCAN | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| LOUIS LOU M CASTRUCCIO | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| LUIS ARRIAGA SJ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| MARGARET PEGGY M BRADSHAW | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| MARY STEVENS | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| MATTHEW MATT E CARNES SJ | ||||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||||
| MOLLY JOSEPH | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| PAUL VU SJ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| PETER C GOTCHER | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| PETER MORIN | ||||||||||
| TRUSTEE, EX OFFICIO | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| REBECCA M GUERRA | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| RICHARD RICH D HAUGHEY | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| ROBERT H SMITH | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| ROBERT J FINOCCHIO JR | ||||||||||
| TRUSTEE | 7.00 | $0 | $0 | $0 | Yes (X) | |||||
| ROBERT LLOYD | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| RONNIE LOTT | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| SALVADOR SAL O GUTIERREZ | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| STEPHEN A FINN | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| STEPHEN C SCHOTT | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| STEVEN STEVE J SORDELLO | ||||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||||
| SUSAN VALERIOTE | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| TIMOTHY TIM HALEY | ||||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |||||
| TIMOTHY TIM SMITH | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| WILLEM WIM P ROELANDTS | ||||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||||
| WILLIAM BILL P LEAHY SJ | ||||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||||
| WILLIAM BILL S CARTER | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| WILLIAM DUFFY | ||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,294,668 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $989,439 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 737 | 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 |
|---|---|---|---|---|---|
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DRIVE | MILPITAS | CA | 95035 | CONSTRUCTION | $124,849,460 |
| BON APPETIT - SANTA CLARA | |||||
| 301 MARKET STREET | SANTA CLARA | CA | 95053 | FOOD SERVICES | $8,717,533 |
| ABLE BUILDING MAINTENANCE CO | |||||
| 868 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | SERVICE | $2,057,584 |
| BEI CONSTRUCTION INC | |||||
| 1101 MARINA VILLAGE PKWY SUITE 100 | ALAMEDA | CA | 94501 | CONSTRUCTION | $1,724,152 |
| INCLINE ALCHEMY INC | |||||
| 12647 ALCOSTA BLVD SUITE 240 | SAN RAMON | CA | 94583 | SERVICE | $1,035,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 73 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $15,109 | FederatedCampaignsAmt |
| Fundraising | $116,618 | FundraisingAmt |
| Related Organizations | $462,376 | RelatedOrganizationsAmt |
| Government Grants | $1,590,739 | GovernmentGrantsAmt |
| All Other Contributions | $82,221,537 | AllOtherContributionsAmt |
| Noncash Contributions | $3,532,922 | NoncashContributionsAmt |
| Total Contributions | $84,406,379 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 525990 | $390,991,674 | $390,991,674 |
| AUXILIARY ACTIVITIES | 611710 | $8,519,907 | $8,519,907 |
| FED GRANTS & CONTRACTS | 900099 | $7,806,451 | $7,806,451 |
| PROGRAM FEES | 611710 | $2,745,857 | $2,745,857 |
| PROGRAM SALES INCOME | 453000 | $429,056 | $429,056 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,918 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $169,918 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $410,662,863 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,492,861 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$125,348 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,618,209 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $279,598,411 | SecuritiesAmt |
| Other | $260,776 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $246,754,289 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,844,122 | SecuritiesAmt |
| Other | $260,776 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,104,898 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $419,249 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,685,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,726 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $116,618 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,697 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,029 | TotalRevenueColumnAmt |
| Exclusion | $1,029 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,668,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $410,492,945 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $463,819 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,304,887 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,500 | TotalAmt |
| Program Services | $114,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,506,724 | TotalAmt |
| Program Services | $120,506,724 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,441,690 | TotalAmt |
| Program Services | $295,525 | ProgramServicesAmt |
| Management And General | $3,599,632 | ManagementAndGeneralAmt |
| Fundraising | $546,533 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,105 | TotalAmt |
| Program Services | $76,105 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,728,369 | TotalAmt |
| Program Services | $151,070,073 | ProgramServicesAmt |
| Management And General | $17,490,897 | ManagementAndGeneralAmt |
| Fundraising | $6,167,399 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,586,855 | TotalAmt |
| Program Services | $7,433,597 | ProgramServicesAmt |
| Management And General | $878,701 | ManagementAndGeneralAmt |
| Fundraising | $274,557 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,381,655 | TotalAmt |
| Program Services | $34,489,017 | ProgramServicesAmt |
| Management And General | $5,527,873 | ManagementAndGeneralAmt |
| Fundraising | $1,364,765 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,505,600 | TotalAmt |
| Program Services | $5,547,803 | ProgramServicesAmt |
| Management And General | $716,338 | ManagementAndGeneralAmt |
| Fundraising | $241,459 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,890 | TotalAmt |
| Program Services | $144,522 | ProgramServicesAmt |
| Management And General | $2,525,368 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,900 | TotalAmt |
| Management And General | $296,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,021 | TotalAmt |
| Management And General | $4,021 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,098,218 | TotalAmt |
| Management And General | $4,098,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,416,981 | TotalAmt |
| Program Services | $18,005,309 | ProgramServicesAmt |
| Management And General | $3,338,988 | ManagementAndGeneralAmt |
| Fundraising | $72,684 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659,030 | TotalAmt |
| Program Services | $1,397,556 | ProgramServicesAmt |
| Management And General | $224,066 | ManagementAndGeneralAmt |
| Fundraising | $37,408 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,331,671 | TotalAmt |
| Program Services | $4,659,825 | ProgramServicesAmt |
| Management And General | $1,583,831 | ManagementAndGeneralAmt |
| Fundraising | $88,015 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,895,496 | TotalAmt |
| Program Services | $11,253,329 | ProgramServicesAmt |
| Management And General | $1,641,638 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,928 | TotalAmt |
| Program Services | $1,766,174 | ProgramServicesAmt |
| Management And General | $17,828 | ManagementAndGeneralAmt |
| Fundraising | $1,926 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,142 | TotalAmt |
| Program Services | $1,092,891 | ProgramServicesAmt |
| Management And General | $984,216 | ManagementAndGeneralAmt |
| Fundraising | $5,035 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,255,717 | TotalAmt |
| Program Services | $9,662,598 | ProgramServicesAmt |
| Management And General | $593,119 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,379,498 | TotalAmt |
| Program Services | $46,824,810 | ProgramServicesAmt |
| Management And General | $3,553,775 | ManagementAndGeneralAmt |
| Fundraising | $913 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,748,640 | TotalAmt |
| Program Services | $3,991,185 | ProgramServicesAmt |
| Management And General | $1,734,580 | ManagementAndGeneralAmt |
| Fundraising | $22,875 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIBRARY ACQUISITIONS | $4,730,551 | $4,730,551 | ||
| REPAIR & MAINTENANCE | $3,845,120 | $2,247,961 | $1,570,017 | $27,142 |
| PLEDGE RESERVE WRITE OF | $3,744,879 | $3,744,879 | ||
| INDIRECT COSTS SPONSORE | $802,133 | $802,133 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,880,235 | TotalAmt |
| Program Services | $2,699,850 | ProgramServicesAmt |
| Management And General | $1,042,516 | ManagementAndGeneralAmt |
| Fundraising | $137,869 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,968,548 | TotalAmt |
| Program Services | $432,556,917 | ProgramServicesAmt |
| Management And General | $51,422,522 | ManagementAndGeneralAmt |
| Fundraising | $8,989,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,207,762 | BOYAmt |
| EOY | $54,503,431 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,528,866 | BOYAmt |
| EOY | $47,357,511 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,333,773 | BOYAmt |
| EOY | $62,693,230 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,458,078 | BOYAmt |
| EOY | $5,483,909 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,260 | BOYAmt |
| EOY | $354,337 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,314 | BOYAmt |
| EOY | $741,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,605,804,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $488,574,720 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,593,704 | BOYAmt |
| EOY | $1,117,229,293 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,143,898 | BOYAmt |
| EOY | $502,178,729 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,512,086 | BOYAmt |
| EOY | $1,135,683,367 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,651,127 | BOYAmt |
| EOY | $2,829,699 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,078,394 | BOYAmt |
| EOY | $29,855,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,391,705,262 | BOYAmt |
| EOY | $2,958,910,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,466,275 | BOYAmt |
| EOY | $66,095,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,055,253 | BOYAmt |
| EOY | $31,686,460 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,191,394 | BOYAmt |
| EOY | $335,006,601 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,953,034 | BOYAmt |
| EOY | $216,558,418 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,665,956 | BOYAmt |
| EOY | $649,347,298 | 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 | $743,794,971 | BOYAmt |
| EOY | $856,401,825 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,244,335 | BOYAmt |
| EOY | $1,453,161,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,039,306 | BOYAmt |
| EOY | $2,309,563,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,391,705,262 | BOYAmt |
| EOY | $2,958,910,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $50,699,482 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $475,352,335 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$528,103 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,612,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,695,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,984,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,192,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,406,379 | CurrentTaxYearAmt |
| Total | $391,891,378 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,612,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,695,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,984,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,192,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,406,379 | CurrentTaxYearAmt |
| Total | $391,891,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,661,321 | SubstantialContributorsTotAmt |
| Public Support Total170 | $348,230,057 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,171,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,824,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,660,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,207,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,618,209 | CurrentTaxYearAmt |
| Total | $84,482,819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,280 | CurrentTaxYearMinus2YearsAmt |
| Total | $7,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $476,381,477 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,100,156,521 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 7,280. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,021 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,021 | 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 | SCU PAYS ANNUAL DUES TO MEMBERSHIP ORGANIZATIONS; A PORTION OF THE ANNUAL DUES ARE USED BY THE ORGANIZATIONS FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $995,887,403 | BeginningYearBalanceAmt |
| Contributions | $13,116,787 | ContributionsAmt |
| Investment Earnings Or Losses | $518,220,847 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,268,598 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,275,950 | OtherExpendituresAmt |
| Administrative Expenses | $7,971,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,480,709,489 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $982,121,122 | BeginningYearBalanceAmt |
| Contributions | $12,515,306 | ContributionsAmt |
| Investment Earnings Or Losses | $44,830,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,172,070 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,063,081 | OtherExpendituresAmt |
| Administrative Expenses | $6,344,000 | AdministrativeExpensesAmt |
| End Year Balance | $995,887,403 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $943,597,741 | BeginningYearBalanceAmt |
| Contributions | $17,973,970 | ContributionsAmt |
| Investment Earnings Or Losses | $64,253,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,416,940 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,715,094 | OtherExpendituresAmt |
| Administrative Expenses | $5,572,000 | AdministrativeExpensesAmt |
| End Year Balance | $982,121,122 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $873,039,598 | BeginningYearBalanceAmt |
| Contributions | $10,246,005 | ContributionsAmt |
| Investment Earnings Or Losses | $102,911,647 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,253,518 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,211,991 | OtherExpendituresAmt |
| Administrative Expenses | $6,134,000 | AdministrativeExpensesAmt |
| End Year Balance | $943,597,741 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $816,842,267 | BeginningYearBalanceAmt |
| Contributions | $14,076,047 | ContributionsAmt |
| Investment Earnings Or Losses | $83,160,075 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,368,128 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,838,663 | OtherExpendituresAmt |
| Administrative Expenses | $5,832,000 | AdministrativeExpensesAmt |
| End Year Balance | $873,039,598 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.59200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,853,966 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $82,957,225 | OtherCostOrOtherBasisAmt |
| Book Value | $110,811,191 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,459,591 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,163,310,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,367,282 | DepreciationAmt |
| Book Value | $851,402,996 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,302,496 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,292,850 | DepreciationAmt |
| Book Value | $47,009,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,216,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,205,592 | DepreciationAmt |
| Book Value | $46,011,151 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,703,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,708,996 | DepreciationAmt |
| Book Value | $61,994,309 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,117,229,293 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VENTURE CAPITAL & PRIVATE EQUITY | $568,080,639 | F |
| OTHER ALTERNATIVE INVESTMENTS | $76,701,196 | F |
| HEDGE FUNDS | $486,606,505 | F |
| NOTES RECEIVABLE | $2,657,474 | F |
| PENDING TRADES | $1,637,553 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,135,683,367 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD ON BEHALF OF OTHERS | $150,788,727 |
| ANNUITY OBLIGATIONS | $8,795,536 |
| REFUNDABLE ADVANCES - US GOVERNMENT | $3,233,673 |
| ASSET RETIREMENT OBLIGATION | $3,054,438 |
| OBLIGATIONS UNDER CAPITALIZED LEASE | $50,686,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $216,558,418 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $921,252,125 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $475,352,335 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $21,782,790 | OtherRevenueAmt |
| Revenue Not Reported | $497,135,125 | RevenueNotReportedAmt |
| Revenue Subtotal | $424,117,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $119,551,030 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $119,551,030 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $543,668,030 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $377,999,616 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,582,098 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,582,098 | ExpensesNotReportedAmt |
| Expenses Subtotal | $373,417,518 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $119,551,030 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $119,551,030 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $492,968,548 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS, WHICH HAVE BEEN ACQUIRED THROUGH CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION. |
| PART III, LINE 4: | THE UNIVERSITY MAINTAINS THE DE SAISSET MUSEUM FOR STUDENTS WHICH IS ALSO OPEN TO THE PUBLIC. THE DE SAISSET MUSEUM SUPPORTS SANTA CLARA UNIVERSITY'S GOAL OF EDUCATING THE WHOLE PERSON THROUGH A DIVERSE AND ACCESSIBLE RANGE OF EXHIBITIONS, COLLECTIONS, AND EDUCATIONAL PROGRAMS THAT HIGHLIGHT THE ART AND HISTORY OF THE SAN FRANCISCO BAY AREA AND THE LOCAL SANTA CLARA VALLEY. |
| PART V, LINE 4: | ENDOWED GIFTS ARE MEANT TO EXIST IN PERPETUITY, AND ARE INVESTED FOR LONG-TERM GROWTH. EACH YEAR, A PORTION OF THE FUND'S EARNINGS IS MADE AVAILABLE IN THE FORM OF AN ALLOCATION TO SUPPORT STUDENT SCHOLARSHIPS, FACULTY CHAIRS, AND OTHER ENDOWED PROGRAMS THAT FURTHER THE UNIVERSITY'S STRATEGIC PRIORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | JESUIT SCHOOL OF THEOLOGY REVENUE & INVESTMENT REALIZED GAINS 3,571,488. JESUIT SCHOOL OF THEOLOGY INVESTMENT UNREALIZED GAINS 18,248,665. BRONCO BENCH FUND REVENUE -58,060. SPECIAL EVENT EXPENSE 20,697. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 3,603,761. STUDENT FINANCIAL AID 115,947,269. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | JESUIT SCHOOL OF THEOLOGY EXPENSES 3,922,667. BRONCO BENCH FUND STUDENT SERVICES EXPENSES 110,631. SPECIAL EVENT EXPENSE 20,697. LOSS ON UNCOLLECTIBLE PLEDGES 528,103. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 3,603,761. STUDENT FINANCIAL AID 115,947,269. |
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 | 0 | 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 | THE UNIVERSITY MEETS THE CRITERIA UNDER SUBSECTION 4.03.2(B) OF REVENUE PROCEDURE 1975-50. |
| SCHEDULE E, PART I, LINE 6 | FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES CONSISTS OF STUDENT FINANCIAL AID RECEIVED FROM SUCH AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $336,840 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $2,710 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $351,381,587 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $39,966,926 | |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | $13,099,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $404,787,098 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $404,787,098 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KGACLC EVENT | Event1Nm |
| Gross Receipts Event1 | $88,848 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,848 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $5,994 | OtherDirectExpensesEvent1Amt |
| Event2 | CATALA CLUB FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $46,726 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $25,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,726 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,123 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,770 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,770 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $12,580 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $138,344 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $116,618 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,726 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,697 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,697 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,029 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $15,000 | DONATIONS FOR SUPPORT OF THE HOOVER INSTITUTION AND THE SIEPR |
| CITY OF SANTA CLARA | |||||||
| 1500 WARBURTON AVENUE | SANTA CLARA | CA | 95050 | 946000426 | GOVERNMENT | $75,000 | DONATION FOR COMMUNITY SUPPORT |
| SACRED HEART NATIVITY SCHOOL | |||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | 952206754 | 501(C)(3) | $6,000 | DONATION FOR COMMUNITY SUPPORT |
| INTERNATIONAL FOOD AND AGRIBUSINESS MANAGEMENT ASSOCIATION (IFAMA) | |||||||
| 922 NW CIRCLE BLVD SUITE 160 234 | CORVALLIS | OR | 97330 | 742585021 | 501(C)(3) | $11,500 | SPONSORSHIP FOR WORLD FORUM |
| THE PANETTA INSTITUTE FOR PUBLIC POLICY | |||||||
| 100 CAMPUS CENTER BUILDING 86E | SEASIDE | CA | 93955 | 770495799 | 501(C)(3) | $7,000 | SUPPORT FOR PANETTA INSTITUTE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID AND SCHOLARSHIPS | 5854 | $115,947,269 | BOOK | NA |
| SCHOLARSHIPS & FELLOWSHIPS (FEDERAL WORK STUDY) | 558 | $1,509,957 | BOOK | NA |
| CARES ACT (HIGHER EDUCATION EMERGENCY RELIEF FUND) AWARDS TO STUDENTS | 1956 | $2,771,093 | BOOK | NA |
| AWARDS, PRIZES & GRANTS TO STUDENTS | 259 | $181,244 | BOOK | NA |
| COVID ASSISTANCE GRANTS TO STAFF & FACULTY (FUNDED BY A SCU GIFT FUND) | 39 | $41,200 | BOOK | NA |
| AWARDS, PRIZES, DONATIONS TO INDIVIDUALS (NON SCU STUDENTS, STAFF,FACULTY) | 13 | $55,961 | BOOK | NA |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UNIVERSITY PROVIDES GRANTS AND OTHER ASSISTANCE TO DOMESTIC CHARITABLE ORGANIZATIONS TO SUPPORT PROGRAMS AND ACTIVITIES IN LINE WITH OUR MISSION. SOME OF THESE DONATIONS ARE COLLECTED DURING MASS AT THE MISSION CHURCH AND THEN PROVIDED TO VARIOUS CHARITABLE ORGANIZATIONS. THE UNIVERSITY PROVIDES GRANTS FOR SCHOLARSHIPS, FELLOWSHIPS, AND STUDENT LOANS USING GUIDELINES ESTABLISHED BY THE ORGANIZATION'S BOARD OF TRUSTEES TO ENSURE THEY ARE MADE BASED ON NEED AND OR MERIT. SCU MAKES FINANCIAL AID GRANTS TO STUDENT ACCOUNT TO OFFSET AMOUNTS THAT STUDENTS OWE THE UNIVERSITY FOR TUITION AND FEES. |
| SCHEDULE I, PART III COLUMN (B): | THE NUMBERS OF RECIPIENTS ARE OBTAINED FROM OUR STUDENT FINANCIAL ACCOUNTING RECORDS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERBERT SENDEK | ||||||||||||||
| HEAD COACH, MEN'S BASKETBALL | $683,871 | $0 | $0 | $0 | $42,103 | $0 | $28,500 | $0 | $71,542 | $0 | $826,016 | $0 | $0 | $0 |
| JOHN KERRIGAN | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $485,303 | $0 | $184,160 | $0 | $8,105 | $0 | $28,500 | $0 | $28,033 | $0 | $734,101 | $0 | $0 | $0 |
| LISA KLOPPENBERG | ||||||||||||||
| ACTING PRESIDENT | $427,072 | $0 | $0 | $0 | $28,085 | $0 | $28,343 | $0 | $38,053 | $0 | $521,553 | $0 | $0 | $0 |
| JIM LYONS | ||||||||||||||
| VP FOR UNIVERSITY RELATIONS | $367,683 | $0 | $15,000 | $0 | $78,134 | $0 | $26,998 | $0 | $27,953 | $0 | $515,768 | $0 | $0 | $0 |
| RENE BAUMGARTNER | ||||||||||||||
| EXECUTIVE DIRECTOR, ATHLETICS | $339,325 | $0 | $40,000 | $0 | $17,978 | $0 | $26,031 | $0 | $48,595 | $0 | $471,929 | $0 | $0 | $0 |
| DONALD HEIDER | ||||||||||||||
| EXECUTIVE DIRECTOR | $357,018 | $0 | $0 | $0 | $74,536 | $0 | $26,266 | $0 | $5,217 | $0 | $463,037 | $0 | $0 | $0 |
| JOHN OTTOBONI | ||||||||||||||
| ASSISTANT SECRETARY, SR. LEGAL COUNS | $398,839 | $0 | $0 | $0 | $9,267 | $0 | $27,732 | $0 | $20,684 | $0 | $456,522 | $0 | $0 | $0 |
| MICHAEL CROWLEY | ||||||||||||||
| ASSISTANT TREASURER, VP FINANCE AND | $373,501 | $0 | $0 | $0 | $7,903 | $0 | $26,949 | $0 | $35,986 | $0 | $444,339 | $0 | $0 | $0 |
| CHINH NGUYEN | ||||||||||||||
| INVESTMENT DIRECTOR | $299,626 | $0 | $97,200 | $0 | $24 | $0 | $24,251 | $0 | $11,369 | $0 | $432,470 | $0 | $0 | $0 |
| MEIR STATMAN | ||||||||||||||
| PROFESSOR | $330,418 | $0 | $0 | $0 | $494 | $0 | $24,303 | $0 | $24,846 | $0 | $380,061 | $0 | $0 | $0 |
| ANDREW STARBIRD | ||||||||||||||
| FORMER DEAN, LEAVEY SCHOOL | $267,736 | $0 | $0 | $0 | $158 | $0 | $20,736 | $0 | $30,379 | $0 | $319,009 | $0 | $0 | $0 |
| MOLLY MCDONALD | ||||||||||||||
| ASSISTANT SECRETARY, CHIEF OF STAFF | $238,887 | $0 | $0 | $0 | $9,575 | $0 | $21,035 | $0 | $47,962 | $0 | $317,459 | $0 | $0 | $0 |
| CHRIS SHAY | ||||||||||||||
| ASSISTANT VP FOR UNIVERSITY OPERATIO | $238,451 | $0 | $0 | $0 | $36 | $0 | $20,288 | $0 | $26,640 | $0 | $285,415 | $0 | $0 | $0 |
| EVA BLANCO MASIAS | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $206,414 | $0 | $10,000 | $0 | $3,611 | $0 | $16,917 | $0 | $21,637 | $0 | $258,579 | $0 | $0 | $0 |
| MIKE SEXTON | ||||||||||||||
| VP FOR ENROLLMENT MGMT (THRU 06/20) | $166,462 | $0 | $0 | $0 | $56,903 | $0 | $20,886 | $0 | $11,071 | $0 | $255,322 | $0 | $0 | $0 |
| GODFREY MUNGAL | ||||||||||||||
| FORMER DEAN OF THE SCHOOL OF ENGINEE | $202,252 | $0 | $0 | $0 | $305 | $0 | $17,374 | $0 | $29,212 | $0 | $249,143 | $0 | $0 | $0 |
| JESSICA MATSUMORI | ||||||||||||||
| ASSISTANT TREASURER, AVP FINANCE | $195,526 | $0 | $0 | $0 | $24 | $0 | $17,831 | $0 | $21,376 | $0 | $234,757 | $0 | $0 | $0 |
| MICHAEL ENGH SJ | ||||||||||||||
| FORMER PRESIDENT | $0 | $0 | $0 | $0 | $32,683 | $0 | $17,216 | $0 | $8,810 | $0 | $58,709 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WE PROVIDED FIRST CLASS TRAVEL TO EMPLOYEES FOR INTERNATIONAL TRAVEL IN ACCORDANCE WITH OUR POLICY. NO PORTION IS TAXABLE TO THE EMPLOYEE. WE PROVIDED GOLF CLUB MEMBERSHIPS TO THREE INDIVIDUALS WHO HAVE RESPONSIBILITIES FOR FUNDRAISING. THERE IS NO WRITTEN POLICY REGARDING GOLF MEMBERSHIPS. THE UNIVERSITY HAS PROCEDURES IN PLACE TO INSURE NO PERSONAL CHARGES ARE REIMBURSED. NO PORTION IS TAXABLE TO THE EMPLOYEE. |
| PART I, LINE 7 | JOHN KERRIGAN, JIM LYONS, EVA BLANCO MASIAS, RENE BAUMGARTNER, CHINH NGUYEN RECEIVED BONUS PAYMENTS FOR THEIR SERVICES AND PERFORMANCE DURING THE FISCAL YEAR. PRESIDENT'S COMPENSATION: THE PRESIDENT OF THE UNIVERSITY THROUGH APRIL 2021 IS A MEMBER OF A RELIGIOUS CONGREGATION AND IS SUBJECT TO A VOW OF POVERTY. THE FAIR MARKET VALUE OF THE PRESIDENT'S COMPENSATION FOR HIS SERVICES IS PAID TO THE RELIGIOUS CONGREGATION OF WHICH HE IS A MEMBER. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 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 | 130179BS2 | 2015-08-28 | $117,173,098 | SEE PART VI | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 521705592 | 130179JX3 | 2017-08-10 | $30,404,213 | SEE PART VI | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 521705592 | 130179NF7 | 2017-12-28 | $63,096,951 | SEE PART VI | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| D | 201563466 | 2019-06-12 | $4,875,127 | SEE PART VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,700,000 | $118,724,575 | $681,874 | $59,744,970 | $58,297,730 | 2018 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $31,399,191 | $146,330 | $31,249,613 | 0 | Yes (1) | 0 | Yes (1) | $3,337 | ||||
| C | $64,096,549 | $426,308 | $60,439,062 | 0 | 0 | 0 | Yes (1) | $9,900 | $3,221,316 | |||
| D | $800,000 | $4,875,127 | $45,127 | $4,830,000 | 2019 | 0 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00100 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN (F), ROW A | FINANCE CONSTRUCTION AND IMPROVEMENTS OF CERTAIN FACILITIES, ADVANCE REFUND PRIOR BOND, AND PAY COST OF ISSUANCE. THE PROCEEDS OF THIS BOND ISSUE WERE USED TO REFUND A PORTION OF THE BORROWER'S SERIES 2008 (ISSUED 12/11/2008). SCHEDULE K, PART I, COLUMN (F), ROW B ADVANCE REFUND PRIOR BONDS AND PAY COSTS OF ISSUANCE. THE PROCEEDS OF THIS BOND ISSUE WERE USED TO REFUND A PORTION OF THE BORROWER'S SERIES 2010 (ISSUED 09/15/2010). SCHEDULE K, PART I, COLUMN (F), ROW C FINANCE THE CONTRUCTION AND IMPROVEMENTS OF CERTAIN FACILITIES AND PAY COSTS OF ISSUANCE. SCHEDULE K, PART I, COLUMN (F), ROW D REFINANCE TAXABLE LOAN AND PAY COSTS OF ISSUANCE. THE PROCEEDS OF THIS BOND ISSUE WERE USED TO REFINANCE THE BORROWER'S TAXABLE LOAN (ISSUED 06/25/2014). |
| SCHEDULE K, PART II, LINE 3 | COLUMNS A, B, C - THE DIFFERENCE BETWEEN PART I (E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. |
| SCHEDULE K, PART III, LINE 7 | COLUMNS A, B, C, D - 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 PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF 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 TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| SCHEDULE K, PART IV, LINE 2C, COLUMN A | THE 5TH YEAR REBATE REPORT WAS PREPARED BY BLX GROUP LLC ON SEPTEMBER 16, 2020. |
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 |
|---|---|---|---|---|---|---|---|
| LISA KLOPPENBERG | |||||||
| KEY EMPLOYEE | NOTE RECEIVABLE | Yes (X) | $250,000 | $111,124 | 0 | 0 | Yes (1) |
| JIM LYONS | |||||||
| KEY EMPLOYEE | NOTE RECEIVABLE | Yes (X) | $250,000 | $243,213 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $354,337 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JAMES LEWIS | |||
| FAMILY MEMBER OF JOHN (JACK) LEWIS, TRUSTEE | $76,105 | EMPLOYMENT | 0 |
| SI 53 LLC | |||
| ENTITY MORE THAN 35% OWNED BY JOHN A AND JOHN M SOBRATO, TRUSTEES | $1,651,684 | LONG-TERM LEASE | 0 |
| SI 23 LLC | |||
| ENTITY MORE THAN 35% OWNED BY JOHN A AND JOHN M SOBRATO, TRUSTEES | $2,979,323 | LONG-TERM LEASE | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 115 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,447,564 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MKT VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 1 | $47,960 | SELLING PRICE |
| Yes (X) | MISC SUPPLIES | 6 | $37,398 | SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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): | NUMBER OF CONTRIBUTION |
| PART I, LINE 32B: | THE UNIVERSITY USES STOCK BROKERS TO SELL DONATED SECURITIES AND REAL ESTATE BROKERS TO SELL DONATED REAL ESTATE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | SANTA CLARA UNIVERSITY IS A CATHOLIC AND JESUIT INSTITUTION THAT MAKES STUDENT LEARNING ITS CENTRAL FOCUS, PROMOTES FACULTY AND STAFF LEARNING IN ITS VARIOUS FORMS, AND EXHIBITS ORGANIZATIONAL LEARNING. STUDENT LEARNING TAKES PLACE AT THE UNDERGRADUATE AND GRADUATE LEVEL IN AN EDUCATIONAL ENVIRONMENT THAT INTEGRATES RIGOROUS INQUIRY AND SCHOLARSHIP, CREATIVE IMAGINATION, REFLECTIVE ENGAGEMENT WITH SOCIETY, AND A COMMITMENT TO FASHIONING A MORE HUMANE AND JUST WORLD. AS AN ACADEMIC COMMUNITY, WE EXPAND THE BOUNDARIES OF KNOWLEDGE AND INSIGHT THROUGH TEACHING, RESEARCH, ARTISTIC EXPRESSION, AND OTHER FORMS OF SCHOLARSHIP. IT IS PRIMARILY THROUGH DISCOVERING,COMMUNICATING, AND APPLYING KNOWLEDGE THAT WE EXERCISE OUR INSTITUTIONAL RESPONSIBILITY AS A VOICE OF REASON AND CONSCIENCE IN SOCIETY, WE OFFER CHALLENGING ACADEMIC PROGRAMS AND DEMONSTRATE A COMMITMENT TO THE DEVELOPMENT OF: 1) UNDERGRADUATE STUDENTS WHO SEEK AN EDUCATION WITH A STRONG HUMANISTIC ORIENTATION IN A PRIMARILY RESIDENTIAL SETTING. 2) GRADUATE STUDENTS, MANY OF THEM WORKING PROFESSIONALS IN SILICON VALLEY, WHO SEEK ADVANCED DEGREE PROGRAMS THAT PREPARE THEM TO MAKE SIGNIFICANT CONTRIBUTIONS TO THEIR FIELDS. IN ADDITION TO THESE CORE PROGRAMS, WE ALSO PROVIDE A VARIETY OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR NON-MATRICULATED STUDENTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | - LARRY W. SONSINI AND ROBERT J. FINOCCHIO HAVE A BUSINESS RELATIONSHIP. - JOHN A. SOBRATO AND JOHN M. SOBRATO HAVE A FAMILY AND BUSINESS RELATIONSHIP. - BETSY RAFAEL AND ROBERT FINOCCHIO HAVE A BUSINESS RELATIONSHIP. -ERICK BERRELLEZA, S.J. AND WILLIAM (BILL) P. LEAHY, S.J. HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CONTROLLER'S OFFICE WORKED CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGED TO PREPARE THE RETURN. INFORMATION FOR THE RETURN WAS ALSO OBTAINED THROUGH DISCUSSIONS WITH SENIOR ADMINISTRATION AND THE GENERAL COUNSEL. THE AUDIT COMMITTEE ALSO MET WITH THE CONTROLLER'S OFFICE AND THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 AND THE RETURN WAS ACCEPTED. THE FINAL DRAFT WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY AS PART OF THE BYLAWS. THE ASSISTANT TREASURER IS RESPONSIBLE FOR MONITORING POTENTIAL CONFLICT OF INTEREST. ANNUALLY, A QUESTIONNAIRE IS SENT TO THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ASKING FOR ANY POSSIBLE BUSINESS OR PERSONAL CONNECTION TO THE ORGANIZATION THAT MAY CAUSE A POTENTIAL CONFLICT. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE PRESIDENT AND BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE AUTHORITY TO REVIEW AND DETERMINE THE PRESIDENT'S COMPENSATION. DISCUSSIONS OF THE PRESIDENT'S COMPENSATION WERE DOCUMENTED IN THE MINUTES OF MEETINGS OF THE EXECUTIVE COMMITTEE. THE COMPENSATION OF THE PROVOST AND VICE PRESIDENTS ARE DETERMINED BY THE PRESIDENT. OTHER KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE RESPECTIVE VICE PRESIDENT OR PROVOST. IN ALL CASES, COMPARABLE DATA FROM SIMILAR ORGANIZATIONS AND POSITIONS WERE USED TO DETERMINE COMPENSATION LEVELS. THIS INFORMATION COMES FROM INDEPENDENT SURVEY DATA. EACH EMPLOYEE'S COMPENSATION IS DOCUMENTED IN THEIR RESPECTIVE PERSONNEL FILES AND THEY ARE PERSONALLY NOTIFIED OF ANY CHANGES IN COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON UNCOLLECTIBLE PLEDGES -528,103. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE MANAGEMENT A LLC | |||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 811570359 | INVESTING PURPOSES | DE | $0 | $5,829,047 | SANTA CLARA UNIVERSITY |
| WELLINGTON TRUST COMPANY | |||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | 473721968 | INVESTING PURPOSES | MA | -$9,873,704 | $0 | SANTA CLARA UNIVERSITY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRONCO BENCH FOUNDATION | |||||||||||
| SANTA CLARA UNIVERSITY | SANTA CLARA | CA | 95053 | 946121957 | FUNDRAISING | CA | 501(C)(3) | LINE 12B, II | PRESIDENT-BOARD OF TRUSTEE SANTA CLARA COLLEGE | Yes (1) | |
| JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA | |||||||||||
| 1735 LE ROY AVE | BERKELEY | CA | 94709 | 941156462 | EDUCATION | CA | 501(C)(3) | LINE 1 | PRESIDENT-BOARD OF TRUSTEE SANTA CLARA COLLEGE | Yes (1) | |
| WEST COAST CONFERENCE | |||||||||||
| 1111 BAYHILL DRIVE STE 405 | SAN BRUNO | CA | 94066 | 237286818 | COLLEGIATE ATHLETICS | CA | 501(C)(3) | LINE 12A, I | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKENA STRATEGIC OPPORTUNITIES FUND - KH LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 SAND HILL ROAD SUITE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812032432 | EIN |
| Primary Activities | INVESTING PURPOSES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CLARA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | REVENUE EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $683,259 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $15,171,333 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.73980 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (21) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRONCO BENCH FOUNDATION | ||
| C | $1,796,213 | FMV |
| JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA | ||
| D | $19,868,088 | FMV |
| JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA | ||
| R | $1,249,517 | FMV |