2021-03-22T17:55:04-05:00 2020-05-31 KPMG LLP 550 S Hope St Suite 1500 Los Angeles CA 90071 990 2019-06-01 260152908 BRANDMAN UNIVERSITY % DOUG RENNER BRAN 9493419800 16355 LAGUNA CANYON ROAD IRVINE CA 92618 PHILLIP DOOLITTLE EVC/CFO 2021-03-22 true CAREY MCKEE P01281067 2139724000 2019 2022-09-23 18:48:47Z PHILLIP DOOLITTLE 16355 LAGUNA CANYON ROAD IRVINE CA 92618 137418231 false X WWW.BRANDMAN.EDU X 2007 CA THE MISSION OF BRANDMAN UNIVERSITY IS TO PROVIDE STUDENTS DYNAMIC EDUCATION BASED ON EXCELLENCE AND FLEXIBILITY THAT CREATES LASTING VALUE AND RELEVANCE FOR EVOLVING CAREERS. 19 17 1811 31 0 0 493385 375322 114433616 136710951 196762 234665 117970 23973 115241733 137344911 8512222 10624637 0 0 65544099 74166778 18000 18000 614107 34957097 44559078 109031418 129368493 6210315 7976418 74313850 104023604 32840081 54573417 41473769 49450187 X BRANDMAN UNIVERSITY'S MISSION IS TO PROVIDE STUDENTS WITH A DYNAMIC EDUCATION BASED ON EXCELLENCE AND FLEXIBILITY THAT CREATES LASTING VALUE AND RELEVANCE FOR EVOLVING CAREERS. THAT'S WHY BRANDMAN, PART OF THE CHAPMAN UNIVERSITY SYSTEM, COMBINES THE ACADEMIC EXCELLENCE OF A TRADITIONAL UNIVERSITY WITH THE FLEXIBILITY OF ONLINE EDUCATION. BRANDMAN UNDERSTANDS THE NEEDS OF WORKING ADULTS. BRANDMAN, A LEADER IN ONLINE EDUCATION FOR OVER 20 YEARS, OFFERS MULTIPLE WAYS TO LEARN, INCLUDING ONLINE, ONLINE SELF-PACED (BRANDMAN MYPATH) AND HYBRID PROGRAMS. false false 45971991 10624637 136540976 BRANDMAN UNIVERSITY'S ONLINE PROGRAMS HAVE BEEN CONSISTENTLY RECOGNIZED BY U.S. NEWS & WORLD REPORT, SINCE IT STARTED GIVING AWARDS. U.S. NEWS & WORLD REPORT AWARDS INCLUDE, BACHELORS PROGRAMS, ONLINE GRADUATE EDUCATION PROGRAMS, AND ONLINE PROGRAMS FOR VETERANS. AS A UNIVERSITY BUILT TO THE SERVE THE MILITARY IN 1958, IT'S NO WONDER THAT BRANDMAN HAS BEEN CONSISTENTLY RECEIVES THE MILITARY FRIENDLYGOLD STAR RANKING FROM VIQTORY, AN ORGANIZATION THAT CONNECTS THE MILITARY COMMUNITY WITH CIVLIAN OPPORTUNITY. AS A NONPROFIT UNIVERSITY DEDICATED TO STUDENT SUCCESS, THE SCHOOL IS PROUD OF THE FACT THAT 91 PERCENT OF ITS ALUMNI WOULD RECOMMEND BRANDMAN TO FAMILY, FRIENDS AND/OR COLLEAGUES. BRANDMAN UNIVERSITY IS REGIONALLY ACCREDITED BY, AND IS A MEMBER OF, THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WSCUC) SENIOR COLLEGE AND UNIVERSITY COMMISSION. ITS CALIFORNIA TEACHER TRAINING AND CREDENTIAL PROGRAMS ARE ACCREDITED BY THE CALIFORNIA COMMISSION ONTEACHER CREDENTIALING (CTC) AND PROFESSIONALLY ACCREDITED BY THE COUNCIL FOR THE ACCREDITATION OF EDUCATOR PREPARATION (CAEP). EFFECTIVE NOVEMBER 7, 2011, THE BACCALAUREATE AND DOCTOR OF NURSING PRACTICE (DNP) PROGRAMS AT BRANDMAN UNIVERSITY ARE ACCREDITED BY THE COMMISSION ON COLLEGIATE NURSING EDUCATON (CCNE), AND ITS BACHELOR'S IN SOCIAL WORK DEGREE IS PROFESSIONALLY ACCREDITED BY THE COUNCIL ON SOCIAL WORK EDUCATION (CSWE). BRANDMAN UNIVERSITY HAS ALSO PARTNERED WITH SEVERAL LARGE AND WELL KNOWN CORPORATE EMPLOYERS TO PROVIDE EDUCATIONAL DEGREE PROGRAMS TO THE EMPLOYEES OF WALMART INCORPORATED, THE WALT DISNEY COMPANY, AND DISCOVER FINANCIAL. 40308140 0 0 STUDENT SERVICES: TO HELP AND INCREASE STUDENT SUCCESS, BRANDMAN UNIVERSITY PROUDLY PROVIDES A CULTURE OF SUPPORT. STUDENT SERVICES OPERATIONS PROVIDES SERVICES TO ALL STUDENTS INCLUDING ACADEMIC ADVISORS, ONE STOP REPRESENTATIVES FOR FINANCIAL AID, ADDITIONAL KEY SUPPORT (ACCESSIBLE EDUCATION, MILITARY AND VETERANS AFFAIRS, CAREER COACHING, BUSINESS OFFICE, REGISTRATION, ETC) AND ENROLLMENT COACHING. BRANDMAN'S ACADEMIC ADVISING APPROACH ALLOWS STUDENTS TO MAP OUT HIS/HER ACADEMIC PROGRAM AND FACILITATES A STUDENT'S ABILITY TO GRADUATE ON TIME. EARLY ADMISSION PROGRAMS AND ARTICULATION AGREEMENTS WITH ITS COMMUNITY COLLEGE PARTNERS, AND EXCLUSIVE SCHOLARSHIP OPPORTUNITIES OFFERED TO HUNDREDS OF ORGANIZATIONS IN ITS PREMIER PARTNER NETWORK ALSO ENSURE THAT THE STUDENT'S TIME IS MAXIMIZED FOR DEGREE COMPLETION. 21642535 0 0 ACADEMIC SUPPORT: BRANDMAN UNIVERSITY PROVIDES BOTH ONGROUND AND VIRTUAL ACCESS TO CHAPMAN UNIVERSITY'S LEATHERBY LIBRARIES, INCLUDING BOOKS, PERIODICALS, MEDIA, ONLINE DATABASES, COURSE-BASED LIBRARY INSTRUCTION AND PERSONALIZED RESEARCH ASSISTANCE FOR STUDENTS, FACULTY AND STAFF. THE LEATHERBY LIBRARIES INCLUDE NINE INDIVIDUALLY NAMED LIBRARIES WITH DISTINCTIVE COLLECTIONS REPRESENTING DISCIPLINARY AREAS OF THE UNIVERSITY. THE FACILITY FEATURES 15 GROUP STUDY ROOMS, 6 MULTI-MEDIA PREVIEW ROOMS, OVER 250 COMPUTERS FOR USER ACCESS, 6 COMPUTER CLASSROOMS, A LIBRARY INSTRUCTION ROOM, AN EXTENDED-HOUR STUDY COMMONS, AND MORE THAN 600 SEATS AT TABLES, CARRELS, AND LOUNGE CHAIRS. THE LEATHERBY LIBRARIES' COLLECTION CONTAINS ABOUT 265,000 VOLUMES AND 2,000 PRINT JOURNAL TITLES, IN ADDITION TO DVDS, VIDEOS, CDS, AND OTHER MEDIA. THE RINKER LAW LIBRARY CURRENTLY CONTAINS OVER 293,000 VOLUMES, INCLUDING BOOKS, MICROFORMS, AUDIO VISUAL MATERIALS, AND SERIALS. THIS FACILITY FEATURES SEATING FOR ABOUT 300 USERS WITH ACCESS TO THE INTERNET AND TO MANY ELECTRONIC RESEARCH DATABASES. BRANDMAN USES THE BLACKBOARD OUTCOMES ASSESSMENT SYSTEM, A SINGLE PLATFORM FOR TEACHING, LEARNING AND ASSESSMENT. THIS SYSTEM EXTENDS THE BLACKBOARD LEARNING MANAGEMENT SYSTEM USED FOR TEACHING AND LEARNING TO ENGAGE THE INSTITUTION'S STAKEHOLDERS IN THE ASSESSMENT PROCESS. AS A RESULT, THE INSTITUTION IS WELL POSITIONED TO TRACK STUDENT LEARNING OUTCOMES AND IMPROVE PERFORMANCE AND RETENTION. 290011 0 169975 AUXILIARY ENTERPRISES 290011 0 169975 108212677 true true false false false false false false false false true false false false true false false true true false false false false true false false false false true true false false false false false false false false false false false false false true true true false false true 187 0 true 1811 true false false false false false false false false false false true false X 19 17 false false false false false false false true true false false true true true true true true true true false CA X DOUG RENNER 9493417601 16355 LAGUNA CANYON ROAD IRVINE CA 92618 STRUPPA DANIELE REGENT/EX OFFICIO 1.0 40.0 X 0 1286233 502118 BRAHM GARY CHANCELLOR/CEO 40.0 0.0 X X 1109405 0 33230 BULLOCK CHARLES EXE VC OF ACADEMIC AFFAIRS 40.0 0.0 X 547273 0 51489 KNIGHT SASKIA EXE VC OF ENROLL/STUD AFFAIRS 40.0 0.0 X 459786 0 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1.0 X 0 0 0 STERN RALPH REGENT 1.0 0.0 X 0 0 0 4020185 1286233 897399 107 false true false Wells Fargo 420 Montgomery Street SAN FRANCISCO CA 94104 Banking Services 8904580 TIAA-CREF 8500 Andrew Carnegie Blvd CHARLOTTE NC 282628500 Retirement 4947953 Guild Education Inc 370 17th St Ste 3400 DENVER CO 802025618 Strategic Partner 3308911 Google LLC Dept 33654 SAN FRANCISCO CA 941390001 Advertising 3191878 Sumner Vocational Training 250 Newport Center Dr Ste 100 NEWPORT BEACH CA 926607517 Strategic Partner 2298660 62 375322 375322 TUITION AND FEES 611710 135558294 135558294 OTHER TUITION ASSISTANCE 611710 982682 982682 AUXILIARY REVENUE 721110 169975 169975 136710951 303220 303220 0 0 0 0 0 4765 73320 -68555 -68555 -68555 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 23973 23973 23973 137344911 136710951 258638 0 10624637 10624637 0 0 1882737 366530 1516207 0 57014066 47942563 8647285 424218 3109272 2485714 611052 12506 4020851 3214478 795672 10701 8139852 6507423 1611004 21425 0 1625940 823753 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205907 3676946 546656332 0.48569 0.51822 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 10284406 10284406 10988921 4940670 15048251 0 0 0 27436495 15757134 11679361 37012018 0 AGENCY ASSETS HELD IN CUSTODY 124833 PAYABLE TO CHAPMAN UNIVERSITY 9719 DEFERRED RENT 454586 BAD DEBT LIABILITY 1393249 1982387 126720274 126720274 10624637 10624637 137344911 118743856 118743856 10624637 10624637 129368493 REVENUE REPORTED NET ON AUDITED FINANCIALS, REPORTED GROSS ON FORM 990 SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS REPORTED GROSS ON FORM 990 $ 10,624,637 EXPENSES REPORTED ON GROSS FORM 990, REPORTED NET ON AUDITED FINANCIALS SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS REPORTED GROSS ON FORM 990 $ 10,624,637 true true true true true true true false false false false false false false false true false true Part I Line 3 BRANDMAN UNIVERSITY'S NON-DISCRIMINATION POLICY (BELOW) IS PROMINENT IN BOTH THE UNDERGRADUATE AND GRADUATE APPLICATIONS (BOTH ON ONLINE AND PDF VERSIONS). BRANDMAN UNIVERSITY CONSIDERS ALL APPLICANTS WITHOUT REGARD TO RACE, RELIGION, COLOR, NATIONAL ORIGIN, AGE, SEX, MARITAL STATUS, DISABILITY, VETERAN STATUS OR ANY OTHER CHARACTERISTIC PROTECTED BY APPLICABLE STATE OR FEDERAL CIVIL RIGHTS LAWS. SOME INFORMATION REQUESTED IN THE APPLICATION PROCESS IS REQUESTED FOR FEDERAL REPORTING, AND IS NOT USED IN A DISCRIMINATORY MANNER. Part I Line 6a BRANDMAN UNIVERSITY IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDED FINANCIAL AID TO STUDENTS. X X X X true SARA CATZ PO BOX 18882 IRVINE CA 92623 GRANT WRITING false 18000 18000 CA true BRANDMAN UNIVERSITY UNDERGRADUATE SCHOLARSHIPS 3273 4108345 N/A N/A BRANDMAN UNIVERSITY GRADUATE SCHOLARSHIPS 3272 5540684 N/A N/A PRIVATE SCHOLARSHIPS 219 697973 N/A N/A FEDERAL SEOG 1188 277634 N/A N/A GRANT RECORDS SCHEDULE I, PART I, LINE 2 GRANTS AND OTHER ASSISTANCE REPRESENT STUDENT FINANCIAL AID. WHEN AWARDING AID, BRANDMAN UNIVERSITY FOLLOWS ALL LAWS AND REGULATIONS OF FEDERAL AND STATE OF CALIFORNIA AID PROGRAMS. FOR MORE INFORMATION, VISIT OUR WEBSITE AT WWW.BRANDMAN.EDU. X X X X true true X X X X X false true false false false false false false false STRUPPA DANIELE REGENT/EX OFFICIO 0 711900 0 552782 0 21551 0 186236 0 315882 0 1788351 0 0 BRAHM GARY CHANCELLOR/CEO 712862 0 274400 0 122143 0 25200 0 8030 0 1142635 0 0 0 BULLOCK CHARLES EXE VC OF ACADEMIC AFFAIRS 426837 0 99400 0 21036 0 25200 0 26289 0 598762 0 0 0 DOOLITTLE PHILLIP EXEC VC CFO/TREASURER 376508 0 59400 0 22056 0 25200 0 10217 0 493381 0 0 0 KNIGHT SASKIA EXE VC OF ENROLL/STUD AFFAIRS 366530 0 79400 0 13856 0 25048 0 22970 0 507804 0 0 0 ROGER LEE VICE CHANCELLOR OF MARKETING 296506 0 29400 0 7745 0 25200 0 26648 0 385499 0 0 0 JOHNSTON DEXTER CHIEF EXCEC OFFICER, CBEESC 294685 0 0 0 3099 0 18214 0 6502 0 322500 0 0 0 COREY BETHANN VC OF APPLIED INNOVATION 251964 0 10000 0 21875 0 22052 0 59170 0 365061 0 0 0 BURNETT TOD EXE VC OF ADVANCEMENT 273235 0 4400 0 9142 0 23341 0 10087 0 320205 0 0 0 ETESAMNIA HAMID VC OF INFORMATION TECHNOLOGY 236565 0 0 0 7141 0 17316 0 18597 0 279619 0 0 0 TRAVEL FOR COMPANIONS FORM 990, SCHEDULE J, PART I, LINE 1A CHAPMAN UNIVERSITY, A RELATED ORGANIZATION, PROVIDED COMPANION TRAVEL BENEFITS TO TWO LISTED PERSONS. COMPANION TRAVEL WAS TREATED AS A NON-TAXABLE BENEFIT FOR THE LISTED PERSON'S SPOUSE, AS THE SPOUSE WHO WAS ALSO AN EMPLOYEE OF THE UNIVERSITY HAD A BONA FIDE BUSINESS PURPOSE. FIRST-CLASS OR CHARTER TRAVEL SCHEDULE J, PART I, LINE 1A ALL OFFICERS OF CHAPMAN UNIVERSITY ARE ENTITLED TO TRAVEL BUSINESS CLASS ON FLIGHTS OVER 4 HOURS. IN THE EVENT THAT BUSINESS CLASS IS NOT AVAILABLE, OFFICERS ARE ENTITLED TO TRAVEL FIRST CLASS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FORM 990, SCHEDULE J, PART I, LINE 1A A HOUSING ALLOWANCE IS PROVIDED TO THE CHANCELLOR (GARY BRAHM). IT IS CONSIDERED A TAXABLE BENEFIT AND AS SUCH, IS INCLUDED IN HIS W-2 EARNINGS. THE CHAPMAN UNIVERSITY PRESIDENT (AND FAMILY) ARE REQUIRED TO LIVE IN A UNIVERSITY HOUSE, OWNED BY THE UNIVERSITY. THIS SPECIFIC HOUSE WAS DONATED TO CHAPMAN UNIVERSITY SPECIFICALLY FOR THE PURPOSE OF BEING THE "PRESIDENT'S RESIDENCE". THE MONTHLY RENTAL VALUE OF THE BENEFIT, $18,500 IS TREATED AS A NONTAXABLE BENEFIT TO THE PRESIDENT AND REPORTED ON THE FORM 990, SCHEDULE J. AS PART OF THE RENTAL AGREEMENT, IT IS STANDARD PRACTICE TO INCLUDE UTILITIES, REGULAR MAINTENANCE(INSIDE AND OUTSIDE THE HOUSE), AND PROFESSIONAL CLEANING SERVICES OF ALL AREAS OF THE RESIDENCE OF THE HOME. THE BUSINESS REASON FOR SUCH A DETAILED MAINTENANCE (INSIDE AND OUTSIDE) OF THE PROPERTY IS DUE TO THE PRESIDENT HOSTING MULTIPLE EVENTS EACH MONTH AT THIS FACILITY; ATTENDEES ARE PROVIDED A GUIDED TOUR OF ALL ROOMS INCLUDING ROOMS OCCUPIED BY THE PRESIDENT'S FAMILY AND EXTERIOR GROUNDS. IN ADDITION, THESE SERVICES ENSURE THE ONGOING MAINTENANCE OF THE PROPERTY, AS DESIRED BY THE PROPERTY OWNER (CHAPMAN UNIVERSITY). BECAUSE THESE SERVICES ARE PROVIDED PRIMARILY FOR BUSINESS REASONS, WE DO NOT CHECK THE BOX FOR "PERSONAL SERVICES". HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES FORM 990, SCHEDULE J, PART 1, LINE 1A CERTAIN EMPLOYEES HAVE ACCESS TO SOCIAL CLUB MEMBERSHIPS FOR THE BUSINESS PURPOSE OF CULTIVATING DONOR/TRUSTEE RELATIONSHIPS. FOR THIS FISCAL YEAR, SOCIAL CLUB DUES WERE PAID FOR GARY BRAHM AND DANIELLE STRUPPA. THESE WERE DETERMINED TO BE NON-TAXABLE BENEFITS SINCE THEY HAD A BONA FIDE BUSINESS PURPOSE. SUPPLEMENTAL NONQUALIFIED PLANS FORM 990, SCHEDULE J, PART I, LINE 4B DANIELE STRUPPA PARTICIPATES IN A SECTION 457(F) COMPENSATION PLAN. THIS COMPENSATION ARRANGEMENT PROVIDES FOR FIVE (5) ANNUAL PAYMENTS OF $100,000 TO BE CREDITED TO THE EMPLOYEE'S ACCOUNT EACH YEAR WITH AN INTEREST RATE EQUAL TO THE TEN (10) YEAR TREASURY BOND RATE THROUGH AUGUST 31, 2021. THESE PAYMENTS ARE SUBJECT TO CONTINUED EMPLOYMENT THROUGH AUGUST 31, 2021. IN THE EVENT THAT DANIELE STRUPPA INCURS A DISABILITY OR DIES, HIS DESIGNATED BENEFICIARY SHALL BE ENTITLED TO RECEIVE PAYMENT. ON AUGUST 26, 2016, DANIELE STRUPPA ENTERED INTO AN ADDITIONAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN WILL PROVIDE $60,000 ON AUGUST 31 OF EACH YEAR BEGINNING IN 2017 THROUGH AND INCLUDING 2021. THESE PAYMENTS ARE CONTINGENT UPON CONTINUED EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY THROUGH AUGUST 31, 2021. THESE AMOUNTS WILL VEST UPON THE EARLIER OF AUGUST 31, 2021 OR TERMINATION OF EMPLOYMENT AS PRESIDENT. PHILIP L. DOOLITTLE ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $300,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. CHARLES BULLOCK ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $360,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. SASKIA KNIGHT ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $300,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. GARY BRAHM ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $600,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. DEXTER JOHNSON ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $295,000, EFFECTIVE JULY 27, 2017, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH AUGUST 1, 2020 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. HAMID ETESAMNIA ENTERED INTO A RETENTION BONUS AGREEMENT, EFFECTIVE MAY 27, 2020, VALUED AT ONE YEAR'S ANNUAL BASE COMPENSATION. THIS IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A)AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 31, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. COMPENSATION FROM RELATED ORGANIZATIONS FORM 990, SCHEDULE J, PART II DANIELE STRUPPA, REGENT, IS COMPENSATED BY CHAPMAN UNIVERSITY, A RELATED ORGANIZATION, AND IS NOT COMPENSATED BY BRANDMAN UNIVERSITY FOR HIS DUTIES ON THE BOARD OF REGENTS. OTHER PROGRAM SERVICES Form 990 Part III Line 4d OTHER PROGRAM SERVICES INCLUDE RETAIL SALES, BOOKSTORE SALES, BOOKSTORE COMMISSIONS AND VENDING MACHINE INCOME. PROCESS FOR REVIEWING THE FORM 990 Form 990 Part VI Line 11b THE FORM 990 WAS PREPARED WITH AN OUTSIDE ACCOUNTING FIRM WHO WORKS CLOSELY WITH THE BRANDMAN UNIVERSITY CONTROLLER. THE FORM IS THEN REVIEWED BY THE EXECUTIVE VICE CHANCELLOR OF FINANCE & ADMINISTRATION/CFO AND BY THE AUDIT COMMITTEE. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE BOARD OF REGENTS REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL FORM, INCLUDING ALL SCHEDULES, IS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN IS FILED. MONITORING AND ENFORCMENT OF CONFLICT OF INTEREST POLICY Form 990 Part VI Line 12c THE EXECUTIVE VICE CHANCELLOR OF FINANCE & ADMINISTRATION/CFO IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVEIWED BY THE EXECUTIVE VICE CHANCELLOR OF FINANCE & ADMINISTRATION/CFO AND THE AUDIT COMMITTEE, THEN THE RESULTS ARE REPORTED TO THE FULL BOARD OF REGENTS AS DEFINED BY THE UNIVERSITY'S BYLAWS. COMPENSATION DETERMINATION FOR THE CHANCELLOR/CEO Form 990 Part VI Line 15a THE BOARD APPOINTS AN EXECUTIVE COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGE FOR THE CHANCELLOR/CEO. FOR THE TAX YEAR 2020, THE EXECUTIVE COMPENSATION COMMITTEE HIRED A QUALIFIED INDEPENDENT COMPENSATION AND BENEFITS CONSULTING FIRM (INDEPENDENT EXPERT) TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE. THE COMPARABILITY DATA OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (PEER ANALYSIS) FOR SIMILAR JOB DUTIES, INCLUDED FORM 990 DISCLOSURES OF NOT-FOR-PROFIT PEER ORGANIZATIONS AND A NUMBER OF NATIONAL COMPENSATION AND BENEFITS SURVEYS AND REPORTS. THE INDEPENDENT EXPERTS REPORT, DATED FEBRUARY 11, 2020 WAS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE AT ITS FEBRUARY 11, 2020 MEETING. THE EXECUTIVE COMMITTEE'S DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. DOCUMENTATION INCLUDES: THE TERMS OF THE DELIBERATIONS, MEMBERS PRESENT AND THOSE WHO VOTED ON IT, A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW IT WAS OBTAINED, DATE APPROVED, AND ANY ACTIONS TAKEN WITH RESPECT TO ANY POTENTIAL CONFLICTS OF INTEREST. COMPENSATION DETERMINATION FOR OTHER OFFICERS & KEY EMPLOYEES Form 990 Part VI Line 15b THE PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES (IF ANY) IS THE SAME AS DESCRIBED FOR PART VI, SECTION B, LINE 15A. DISCLOSURE OF DOCUMENTS Form 990 Part VI 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 FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. 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