2021-05-11T13:00:51-05:00 2020-06-30 346565596 Ernst & Young US LLP 4365 Executive Dr Suite 1600 San Diego CA 92121 990 2019-07-01 941156266 University of the Pacific UNIV 2099467372 3601 Pacific Avenue Stockton CA 95211 Kenneth M Mullen VP For Business & Finance 2021-05-11 true Jocelyne Miller P00634378 8585357200 2019 2022-09-23 18:48:47Z Christopher Callahan President 3601 Pacific Avenue Stockton CA 95211 1267575551 false X www.pacific.edu X 1851 CA To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. 24 23 5229 -236727 0 48083074 27733585 382172944 375870089 19901322 14093489 15531018 42662577 465688358 460359740 94239754 98831974 0 223293318 209919711 0 9557173 114134808 107749219 431667880 416500904 34020478 43858836 1111047237 1134390428 289944325 277485670 821102912 856904758 X To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. true false 210881641 382656683 INSTRUCTION, DEPARTMENTAL AND ACADEMIC SUPPORT: INCLUDES THE SALARIES, BENEFITS, SUPPLIES AND DEPARTMENTAL SUPPORT NECESSARY TO DELIVER HIGHER EDUCATION SERVICES FOR THE UNIVERSITY'S APPROXIMATELY 6,400 UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ACROSS THREE NORTHERN CALIFORNIA CAMPUSES. THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON COMBINES MANY OF THE ADVANTAGES OF A LARGER UNIVERSITY WITH THOSE OF A SMALL LIBERAL ARTS COLLEGE, OFFERING A BROAD ARRAY OF UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS THROUGH VARIOUS SCHOOLS, INCLUDING THE COLLEGE OF THE PACIFIC, THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, THE CONSERVATORY OF MUSIC, THE EBERHARDT SCHOOL OF BUSINESS, BENERD COLLEGE, AND THE THOMAS J. LONG SCHOOL OF PHARMACY. THE SAN FRANCISCO CAMPUS IS HOME TO THE ARTHUR A. DUGONI SCHOOL OF DENTISTRY, ONE OF THE LEADING DENTAL SCHOOLS IN THE NATION AND SEVERAL OTHER NEW ACADEMIC PROGRAMS INCLUDING: DATA ANALYTICS, AUDIOLOGY, AND MUSIC THERAPY. THE SACRAMENTO CAMPUS IS HOME TO THE MCGEORGE SCHOOL OF LAW AND HAS ALSO EXPANDED TO INCLUDE SEVERAL SPECIALIZED LEGAL DEGREE PROGRAMS, GRADUATE PROGRAMS AND THE SCHOOL OF HEALTH SCIENCES. 146417561 98831974 417711 STUDENT SERVICES, SCHOLARSHIPS AND FINANCIAL AID: INCLUDES EXPENDITURES FOR ALL FORMS OF STUDENT AID AND EXPENDITURES FOR THE EDUCATION AND SUPPORT OF THE UNIVERSITY'S APPROXIMATELY 6,400 STUDENTS. THE UNIVERSITY'S FINANCIAL AID PROGRAM DEMONSTRATES AN ONGOING COMMITMENT TO PUT A QUALITY EDUCATION WITHIN REACH, PROVIDING A WIDE RANGE OF SCHOLARSHIPS AND GRANTS, INCLUDING MATCHING CAL GRANTS FOR STUDENTS WHO QUALIFY. THE UNIVERSITY'S FOUR-YEAR GUARANTEE PROVIDES STUDENTS ASSURANCE THEY WILL BE ABLE TO GET THE CLASSES THEY NEED TO GRADUATE ON TIME. 16083191 28789617 AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES , INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING. 12479533 RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. 12479533 385861926 true true false true false false true false true true true false false true true true false true true true false false false true false false false true true true false false false false false false true true true false true true false false true true false false false true X 572 3 true 5229 true true true true AU false false false true true false false false false false false X 24 23 false false false false false false false true true false false true true true true true true true true false CA X X Kenneth M Mullen 2099467372 3601 Pacific Avenue Stockton CA 95211 Allen Norman Board Member, Vice Chair 10.0 0.0 X X 0 0 0 Dreyfuss Evan Board Member, Treasurer 10.0 0.0 X X 0 0 0 Eibeck Pamela President (outgoing) 50.0 0.0 X X 710974 0 97787 Hoch Andrea Board Member, Secretary 10.0 0.0 X X 0 0 0 Huber Kevin Board Member, Chair, Committee Chair 15.0 0.0 X X 0 0 0 Pallavicini Maria Interim President & Provost 50.0 0.0 X X 466484 0 55001 Berberian Ronald Board Member 5.0 0.0 X 0 0 0 Berolzheimer Charles Board Member, Committee Chair 10.0 0.0 X 0 0 0 Chan Virginia Board Member 5.0 0.0 X 0 0 0 Dassenko Paul Board Member 5.0 0.0 X 0 0 0 Eberhardt Mary-Elizabeth Board Member, Committee Chair 10.0 0.0 X 0 0 0 Fathi Nava Board Member 5.0 0.0 X 0 0 0 Fleming Richard Board Member, Committee Chair 10.0 0.0 X 0 0 0 Flores Armando Board Member 5.0 0.0 X 0 0 0 Gustafson Clark Board Member, Committee Chair 10.0 0.0 X 0 0 0 Harper Corwin Board Member 5.0 0.0 X 0 0 0 Kurtin Eve Board Member 5.0 0.0 X 0 0 0 Milne Anne Board Member 5.0 0.0 X 0 0 0 Mitchell Gary Board Member, Committee Chair 10.0 0.0 X 0 0 0 Rishwain Constance Board Member 5.0 0.0 X 0 0 0 Shalvey Don Board Member 5.0 0.0 X 0 0 0 Spears Janet Board Member, Committee Chair 10.0 0.0 X 0 0 0 Stirling Susanne Board Member, Committee Chair 10.0 0.0 X 0 0 0 Yu Bo Board Member 5.0 0.0 X 0 0 0 Zimmerman Eve Board Member 5.0 0.0 X 0 0 0 Atterbury George VP, Development 50.0 0.0 X 349397 0 60922 Barnett Renee Interim VP, Student Life (outgoing) 50.0 0.0 X 122287 0 0 Jacobson Steven Interim VP, Student Life 50.0 0.0 X 100903 0 16885 Mullen Kenneth VP, Business & Finance 50.0 0.0 X 376686 0 68142 Petr Carrie VP, Student Life (incoming) 50.0 0.0 X 131373 0 37975 Sprecher Art Vice President Technology & CIO 50.0 0.0 X 332959 0 72164 Campbell Patricia Dean, Benerd College 50.0 0.0 X 241485 0 24365 Carroll Timothy Dean, Eberhardt School Business 50.0 0.0 X 364128 0 56003 Fraden Rena Dean, College of the Pacific 50.0 0.0 X 257878 0 34720 Howell Steven Dean, Engineering & Computer Science 50.0 0.0 X 316059 0 52594 Manilay Bayani Assistant Vice President, Treasury 50.0 0.0 X 159319 0 40928 Nadershahi Nader Dean, Dugoni School of Dentistry 50.0 0.0 X 424050 0 48377 Oppenheimer Phillip Dean, Pharmacy & Health Sciences 50.0 0.0 X 267007 0 45473 Schwartz Michael Interim Provost & Dean, McGeorge School of Law 50.0 0.0 X 367777 0 48710 Witte Peter Dean, Conservatory of Music 50.0 0.0 X 235550 0 49653 Boyd Robert Professor 50.0 0.0 X 493636 0 25892 Glassman Paul Director Community Oral Health 50.0 0.0 X 559121 0 21363 Nattestad Anders Professor of Oral Surgery 50.0 0.0 X 400977 0 35026 Park Chan Assistant/Associate Professor 50.0 0.0 X 455225 0 50580 Stoudamire Damon Head Coach, Men's Basketball 50.0 0.0 X 520494 0 56282 Gale Lewis Professor, Eberhardt School of Business 20.0 0.0 X 147444 0 39558 Mootz Francis Professor, McGeorge School of Law 20.0 0.0 X 211164 0 28266 Sheared Vanessa Dean, School of Education (outgoing) 20.0 0.0 X 117833 0 0 Webster Linda Interim Dean, School of Education (outgoing) 20.0 0.0 X 149112 0 40842 8279322 0 1107508 407 true true false CAPSTONE DEVELOPMENT PARTNERS 402 OFFICE PARK DR SUITE 199 MOUNTAIN BRK AL 352232435 REAL ESTATE DEVELOPMENT 1404516 ELLUCIAN COMPANY LP 4 COUNTRY VIEW RD MALVERN PA 193551408 TECHNOLOGY 1038732 DOWNEY BRAND ATTORNEYS LLP 621 Capitol Mall 18th Fl Sacramento CA 958144731 LEGAL 747539 BRI Investors 1776 W March Ln Suite 170 Stockton CA 952076421 PROPERTY MANAGEMENT 688688 KPMG LLP Dept 0922 PO Box 120922 Dallas TX 753120922 ACCOUNTING/AUDIT 440000 23 0 0 341961 0 11254365 16137259 1993212 27733585 Tuition 900099 342607683 342607683 Dental Clinic 900099 11842564 11842564 Auxiliary 541800 21419842 21419842 0 0 0 0 375870089 8388452 0 -517112 8905564 0 0 0 0 0 0 0 0 6603061 0 71234 0 6531827 0 6531827 0 7242 6524585 810749798 0 805044761 0 5705037 0 5705037 0 0 5705037 161727 341961 298042 -136315 0 -136315 0 0 0 0 0 0 2624542 1801774 822768 814077 8691 0 Conferences & Camps 900099 1057797 1057797 0 0 Interest Income - Loan 900099 609712 609712 0 0 Tickets, Event Sales 900099 417549 417549 0 0 33359239 33094787 264452 0 35444297 460359740 411864011 -236727 20998871 98831974 98831974 9386858 6392213 2584325 410320 119437 119437 151157690 141123821 4785840 5248029 13457261 12663857 359087 434317 24630110 22630816 1029993 969301 11168355 10402115 371327 394913 5175267 5175267 752705 752705 453180 453180 2370025 2370025 12861852 12148015 269463 444374 2738725 2633969 7177 97579 21352346 20892693 193004 266649 8129054 7623340 221461 284253 8661787 8081871 217887 362029 2113477 1917197 52968 143312 6599759 6102220 497539 20720205 19158161 1562044 1427378 1370934 7069 49375 Hospitality Student Room/Board 5178665 5178665 Catering & Other Hospitality 3017391 2512357 125078 379956 Bldg/Grounds Repair/Maint 1711250 1612636 39881 58733 Athletic Activities 2736681 2736681 1749472 1728954 6485 14033 416500904 385861926 21081805 9557173 -5082823 -7899468 26818351 15579589 14392474 12781769 6391892 9419104 0 0 0 0 27149482 24187585 3265713 3085617 3268793 3597052 672053850 292433922 382649858 379619928 523645191 553791612 127766009 139477267 0 782297 750373 1111047237 1134390428 32304357 28420717 232028 31436 20780087 22413334 161292681 154345820 0 0 10510789 8538341 64824383 63736022 289944325 277485670 X 340623792 379329756 480479120 477575002 821102912 856904758 1111047237 1134390428 X 43858836 -8241234 0 0 0 184244 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 105623 105623 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (NAICU),THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), THE ASSOCIATION OF GOVERNING BOARDS (AGB), THE GREATER SACRAMENTO ECONOMIC CHAMBER AND THE SACRAMENTO METRO CHAMBER FOUNDATION. THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. 66550 57771438 X X X false 463312942 11122036 2320651 17075735 0 3880446 455799448 452976087 13736818 16294564 16284234 0 3410293 463312942 423478347 10541829 37810286 15492191 0 3362184 452976087 375243643 15085253 51369988 14873990 0 3346547 423478347 390625084 9514705 -7845182 14213398 0 2837566 375243643 0.07 0.76 0.17 true false 6263174 6263174 496199699 249952512 246247187 163740252 42481410 121258842 5850725 5850725 379619928 Hedge Funds & Private Equity 135243950 Real and Personal Property 1855844 U.S. Equities 550500 Assets Held by Other Trustees 1826973 139477267 Annuity & Unitrust Reserves 9892001 Self Insurance Reserves 8881325 Asset Retirement Obligation 9681465 Capital Lease Obligations 621918 Federal Student Loan Program 32799672 Early Retirement Reserves 1859641 63736022 340733018 -8243238 0 0 0 -8243238 348976256 111383484 111383484 460359740 319470704 0 0 0 0 0 319470704 0 97030200 97030200 416500904 Schedule D, Part VII Investments - other securities 5% or more of total assets ALTERNATIVE INVESTMENTS ARE THE MAJORITY OF THE "OTHER" SECURITIES. THE ENDOWMENT HAS A 32% TARGET TO ALTERNATIVES WHICH IS PRIMARILY NON-PUBLICLY TRADED SECURITIES. THESE INVESTMENTS INCLUDE MARKETABLE ALTERNATIVES AND PRIVATE EQUITY. AT FYE 2020, THESE ASSETS REPRESENTED APPROXIMATELY 29% OF THE ENDOWMENT. Schedule D, Part III, Line 4 Collections of art - description of collections The University's Holt-Atherton Special Collections department houses the University library's non-circulating rare and unique research materials. The mission of Special Collections is to collect, preserve, and provide access to manuscript collections, a specialized book collection, and the university archives for students and faculty of the University of the Pacific and the general public. The majority of what the Special Collections Department oversees is the following: - John Muir Papers: the world's largest repository of Muir documents; - Moscone Papers: personal letters, political correspondence, draft speeches, and video interviews that bear witness to one of the most transformational eras in California politics; - Brubeck archives: a unique accumulation of materials representing the creative life of one of jazz's most renowned practitioners; - Western Americana: primarily comprised of manuscripts and specialized books, emphasizing California history; -Japanese-American Internment documents - focused on the internment relocation experience with an emphasis on San Joaquin County; -University Archives - historic records generated by administration, faculty, staff and students of Pacific. In October 2013, the estate of the late Robert and Jeannette Powell endowed a $125MM gift to the University. This bequest included approximately 18 works of art from the Powell's personal collection. The items are intended to be held for visual display throughout the University's three campuses. Schedule D, Part V, Line 4 Intended uses of endowment funds The University's Endowment Funds include quasi-endowed funds established by the Board of Regents and permanently restricted endowment funds established by donors. Endowed funds are invested in perpetuity in accordance with the University's investment and spending policies. Quasi-endowed funds are restricted to various uses as approved by the Board of Regents. Donor-restricted funds include funds invested for purposes of funding student scholarships, investment in plant and program support. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Financial Aid - 98831974 Investment Losses - -10707370 Cost of Goods Sold - -1801774 Gain on Legal Settlement - 26089044 Other Changes - -1028390 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Financial Aid - 98831974 Cost of Goods Sold - -1801774 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY Newspaper media displays include statement of racial nondiscriminatory policy of the University in the solicitation of students. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT During the tax year ending on 06/30/2020, the University received support from various federal and state governmental agencies totaling $11,254,365. Central America and the Caribbean 0 1 Program Services Professional Services 0 East Asia and the Pacific 0 3 Program Services PROFESSIONAL SERVICES 0 East Asia and the Pacific 0 0 Program Services STUDY ABROAD 16000 East Asia and the Pacific 0 3 Program Services Conference 2863 Europe (Including Iceland and Greenland) 1 6 Program Services STUDY ABROAD 6963 Europe (Including Iceland and Greenland) 0 1 Program Services PROFESSIONAL SERVICES 8546 Europe (Including Iceland and Greenland) 0 6 Program Services Conference 2699 North America (Canada & Mexico only) 0 3 Program Services PROFESSIONAL SERVICES 13693 North America (Canada & Mexico only) 0 1 Program Services Conference 0 South America 0 1 Program Services Conference 0 Central America and the Caribbean 0 0 Investments 87272709 Europe (Including Iceland and Greenland) 0 0 Investments 4251928 East Asia and the Pacific 0 0 Investments 1106895 North America (Canada & Mexico only) 0 2 Program Services STUDY ABROAD 0 South Asia 0 1 Program Services CONFERENCE 1268 1 28 0 0 1 28 92683564 0 92683564 true false true true true true Schedule F, Part I, Line 3(f) GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES THE AMOUNTS LISTED IN COLUMN (F) FOR THE UNIVERSITY'S INVESTMENTS IN CENTRAL AMERICAN/CARIBBEAN, EAST ASIA AND THE PACIFIC, AND EUROPE REFER TO THE FAIR MARKET VALUE OF INVESTMENTS FOR THAT PARTICULAR REGION, NOT SOLELY THE EXPENDITURES FOR THE FISCAL TAX YEAR ENDED 6/30/20, AS REQUIRED BY THE IRS. Schedule F, Part I CONFERENCE-RELATED EXPENDITURES INDIRECT EXPENSES ARE NOT TRACKED FOR THESE PROGRAMS AS WE ONLY TRACK UNIVERSITY FUNDS TRANSFERRED TO FOREIGN COUNTRIES TO SUPPORT THESE PROGRAMS. Orange and Black Ball 267828 241368 26460 0 60092 0 32133 0 95847 Men's Basketball One Bright Night 117659 37359 80300 0 14809 0 34806 0 11365 5 118201 63234 54967 0 15041 7038 20069 0 6842 503688 341961 161727 0 89942 7038 87008 0 114054 298042 -136315 true DONOR SPONSORED FINANCIAL AID 342 9562491 UNIVERSITY SPONSORED FINANCIAL AID 3194 89269483 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Federal and state programs are administered according to the laws, rules, statutes, and regulations as issued by the State of California and the U.S. Department of Education as well as the U.S. Department of Health and Human Services. University scholarships and grants are administered according to the policies and procedures developed and implemented by the Financial Aid Office in support of the University's strategic enrollment plan. The Financial Aid Office uses the Free Application for Federal Student Aid (FAFSA) as well as a number of supporting documents of verification to determine a student's eligibility for all need based programs. In addition, students are reviewed based on academic qualifications and special talents for merit based programs such as music, athletics, regents scholarships and similar programs. Policies and Procedures ensure that the determination of aid eligibility and the subsequent delivery of aid from any and all programs are done in a fair and equitable manner and in accordance with the rules and regulations that govern the individual programs. X X X X X true true X X X X X true false false false false false false false false Pallavicini Maria Interim President & Provost 428955 0 20000 0 17529 0 47000 0 8001 0 521485 0 0 0 Eibeck Pamela President (outgoing) 281350 0 0 0 429624 0 47000 0 50787 0 808761 0 0 0 Atterbury George VP, Development 308291 0 25000 0 16106 0 47000 0 13922 0 410319 0 0 0 Mullen Kenneth VP, Business & Finance 360483 0 0 0 16203 0 47000 0 21142 0 444828 0 0 0 Sprecher Art Vice President Technology & CIO 288027 0 30000 0 14932 0 47000 0 25164 0 405123 0 0 0 Petr Carrie VP, Student Life (incoming) 103503 0 0 0 27870 0 29491 0 8484 0 169348 0 0 0 Nadershahi Nader Dean, Dugoni School of Dentistry 415750 0 0 0 8300 0 28000 0 20377 0 472427 0 0 0 Oppenheimer Phillip Dean, Pharmacy & Health Sciences 263623 0 0 0 3384 0 26937 0 18536 0 312480 0 0 0 Fraden Rena Dean, College of the Pacific 255960 0 0 0 1918 0 25726 0 8994 0 292598 0 0 0 Howell Steven Dean, Engineering & Computer Science 311616 0 0 0 4443 0 28000 0 24594 0 368653 0 0 0 Manilay Bayani Assistant Vice President, Treasury 158825 0 0 0 494 0 16500 0 24428 0 200247 0 0 0 Schwartz Michael Interim Provost & Dean, McGeorge School of Law 365844 0 0 0 1933 0 28000 0 20710 0 416487 0 0 0 Witte Peter Dean, Conservatory of Music 234748 0 0 0 802 0 24546 0 25107 0 285203 0 0 0 Campbell Patricia Dean, Benerd College 240257 0 0 0 1228 0 24025 0 340 0 265850 0 0 0 Carroll Timothy Dean, Eberhardt School Business 317975 0 0 0 46153 0 28000 0 28003 0 420131 0 0 0 Nattestad Anders Professor of Oral Surgery 399330 0 0 0 1647 0 28000 0 7026 0 436003 0 0 0 Park Chan Assistant/Associate Professor 421190 0 0 0 34035 0 28000 0 22580 0 505805 0 0 0 Stoudamire Damon Head Coach, Men's Basketball 507471 0 7500 0 5523 0 28000 0 28282 0 576776 0 0 0 Boyd Robert Professor 139872 0 0 0 353764 0 15640 0 10252 0 519528 0 0 0 Glassman Paul Director Community Oral Health 155828 0 0 0 403293 0 16679 0 4684 0 580484 0 0 0 Mootz Francis Professor, McGeorge School of Law 210150 0 0 0 1014 0 21390 0 6876 0 239430 0 0 0 Gale Lewis Professor, Eberhardt School of Business 146998 0 0 0 446 0 15207 0 24351 0 187002 0 0 0 Webster Linda Interim Dean, School of Education (outgoing) 148651 0 0 0 461 0 15954 0 24888 0 189954 0 0 0 Sheared Vanessa Dean, School of Education (outgoing) 0 0 0 0 117833 0 0 0 0 0 117833 0 0 0 Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT PLEASE SEE SCHEDULE O FOR THE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15A Schedule J, Part I, Line 1a First-class or charter travel The University does not pay the cost of first class travel. Any exceptions to this policy require the written approval of the President or Vice President for Business & Finance, obtained in advance of travel. Employees are permitted to use personal airline miles, "points," or other for upgrades; however, the University will not reimburse employees for the value of these upgrades. During the 990 calendar year there was an approved exception granted for first class travel. In addition, another employee with a high public profile is allowed to fly first class on all trips in order to minimize social interactions in coach, as per his employee contract. The value of the first class travel was considered a necessary business expense and therefore, was not included on the W2 for these employees. Schedule J, Part I, Line 1a Travel for companions Companion travel is the financial responsibility of the traveler except in cases where the presence of the companion is required for university business reasons and therefore is not included in the individual's W-2. Schedule J, Part I, Line 1a Housing allowance or residence for personal use The University has three campuses, located in Stockton, Sacramento and San Francisco. At the main campus in Stockton, on-campus housing is provided to the President. For the President, the housing qualifies for exclusion from employee taxable income. In addition, a housing allowance in the amount of $1,038.47 was provided to the Interim Vice President of Student Life and is treated as taxable compensation. Housing is not being provided for the Dean of McGeorge. Schedule J, Part I, Line 1a Health or social club dues or initiation fees The President and Head Coach Women's Basketball has University paid memberships in social, golf and country clubs to facilitate business purposes, including donor cultivation, networking and University meetings. Any personal use of such clubs are taxable to the employees and reported as a portion of the "other reportable compensation" on Schedule J Part II Column B(iii). Schedule J, Part I, Line 1a Personal services President Eibeck's W-2 includes "other reportable compensation" of $5,448.87 for the value of all housekeeping services provided by the University at her on-campus residence, $375.00 personal usage for university condo, and $7,000.00 for 2018 and 2019 personal services that were reported in 2019. Schedule J, Part I, Line 4a Severance or change-of-control payment Professor Robert Boyd at the Dugoni School of Dentistry in San Francisco received a separation payment of $342,871.33, Director of Community Oral Health Paul Glassman received a separation payment of $391,318.33, and School of Education Outgoing Dean Vanessa Sheared received a separation payment of $117,833.39. A California Educational Facilities Authority 521705592 130178TA4 2009-05-28 14934717 See Part VI false false false B California Educational Facilities Authority 521705592 130178J80 2012-01-26 37987510 See Part VI false false false C California Educational Facilities Authority 521705592 000000000 2014-05-12 36500000 See Part VI false false false D California Educational Facilities Authority 521705592 1301787B6 2015-08-04 75997350 See Part VI false false false A 3945000 0 14966762 0 0 0 298693 0 0 14668069 0 0 2010 false false true true B 9580000 0 38011685 0 1752476 759750 0 0 15524175 19974981 0 2014 true false true true C 20545000 0 36500000 0 0 0 251792 0 0 36248208 0 0 2014 false false true true D 8950000 0 75997350 0 0 888095 0 0 0 75109255 0 2015 true false true true A false true false true true 0.0 0.0 0.0 false false true B false true false false 0.002 0.002 false false true C false true false false 0.0 0.004 0.004 false false true D false true true true false 0.0002 0.0002 0.0004 false false true A false false true false false false false false true B false false true false false false false false true C false false true false true false false false true D false true false false false false false false true A true B true C true D true Schedule K, Part III, Line 9 Written Procedures As noted in Schedule K, Part III, Line 9, the University has adopted management practices and procedures to ensure post-issuance compliance of its tax-exempt bond liabilities. The University's written procedures have been updated to ensure that any violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations. Schedule K, Part I, Column (f) Supplemental Information Part I, Column (F) - Description of Purpose Series 2009 (issue date May 28, 2009): Construction of John T. Chambers Engineering Technology Center, construction of Janssen-Lagorio Gymnasium, relocation of data center, upgrade of infrastructure improvements. Series 2012A (issue date January 26, 2012): To refund all of the Series 1998 and 2000 bond issuances and finance the cost of the acquisition, construction, expansion, replacement, renovation, improvement and/or equipping of a seven-story building for the San Francisco Campus at 155 Fifth Street; fund capitalized interest on a portion of the bonds; and pay certain costs in connection with the issuance of the bonds. The refunded series 1998 and 2000 was issued on February 25, 2012. Series 2014 (issue date May 12, 2014): To pay off a prior line of credit loan with Wells Fargo Bank and to pay for the costs of acquiring and developing a seven-story building for the San Francisco Campus at 155 Fifth Street. Series 2015 (issue date August 4, 2015): To refund all of the Series 2004 and 2006 bond issuances. No new debt was incurred with this issuance. Series 2016 (issue date October 26, 2016): To finance the Upper Division Housing Project that includes two four-story residence halls on the Stockton campus. Schedule K, Part II, Line 3 Supplemental Information Part II, line 3, columns A & B - Total proceeds of issue The total proceeds of the issue exceed the issue price due to investment earnings on the project fund. Schedule K, Part II, Line 11 Other Spent Proceeds Part II, line 11, columns B & D - The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow. Schedule K, Part III, Line 6 Total Percentage of financed property used While there was private use related to the property financed by the Series 2015 issue, both the amount of private use related to third party use and the amount of private use related to unrelated trade or business activity were below .1%. A California Municipal Finance Authority 201563466 13048TC84 2016-10-26 36704279 SEE PART VI false false false A 520000 36765186 2196307 477310 33131593 34028 925947 2018 false false false true A false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true A true 30014 TUITION ASSISTANCE EDUCATION FATAMEH NADERSHAHI FAMILY MEMBER OF NADER NADERSHAHI, A KEY EMPLOYEE 60374 SEE SUPPLEMENTAL INFORMATION false NAVID KNIGHT FAMILY MEMBER OF NADER NADERSHAHI, KEY EMPLOYEE 59063 SEE SUPPLEMENTAL INFORMATION false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO FATAMEH N. NADERSHAHI, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2019 FOR FATAMEH N. NADERSHAHI. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO NAVID KNIGHT, HIS BROTHER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2019 FOR NAVID KNIGHT. Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS PER THE 990 INSTRUCTIONS, THE UNIVERSITY IS NOT REQUIRED TO IDENTIFY THE INTERESTED PERSONS WHO RECEIVED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THE UNIVERSITY MUST GROUP EACH TYPE OF ASSISTANCE PROVIDED TO INTERESTED PERSONS. THIS IS DONE IN ORDER TO PROTECT THE IDENTITY OF THE STUDENTS. X 8 66551 Market value X 4793 Market value X 31 1198372 Market value X 41 13532 Market value X 1 40194 Market value X Insurance policy & gift annuity 2 102546 Market value X Education Items 19 567224 Market value 1 false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of Contributions Securities - Publicly traded - Number of Contributions Food inventory - Number of Contributions Drugs and medical supplies - Number of Contributions Other - Insurance policy & gift annuity Number of Contributions Clothing and household goods - Number of Contributions Other - Education Items Number of Contributions Form 990, Part I, Line 6 Total Number of Volunteers The University is fortunate to benefit from the services of volunteers across its numerous schools, departments, and programs, but the University does not formally track this population. Form 990, Part III, Line 2 New program services The new School of Health Sciences (SHS) was built on Pacific's long standing reputation for educating health care professionals. Programs at the SHS include: Athletic Training, Audiology, Clinical Nutrition, Nursing, Physical Therapy, Physician Assistant, Occupational Therapy, Speech-Language Pathology, and Social Work. While some of these programs previously existed and others are new, all of them are designed to prepare students to meet the health care demands of our community upon graduation. Form 990, Part III, Line 4d Description of other program services (Expenses $ 12,479,533 including grants of $) RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. Form 990, Part VI, Line 1a EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS EXCEPT THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: (I) PRESIDENTIAL SELECTION AND TERMINATION, (II) BOARD MEMBER AND BOARD OFFICER ELECTION, (III) CHANGES IN MISSION AND PURPOSES OF THE INSTITUTION, (IV) AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS, (V) INCURRENCE OF CORPORATE INDEBTNESS, (VI) ACQUISITION, SALE AND OTHER DISPOSITION OF REAL ESTATE, EXCEPT THE ACQUISITION, SALE OR OTHER DISPOSITION OF REAL ESTATE WHICH MEETS CERTAIN CONDITIONS SET FORTH IN BOARD POLICY, (VII) ADOPTION OF THE ANNUAL BUDGET, AND (VIII) CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE NEXT SCHEDULED MEETING OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL: (I) OVERSEE THE WORK OF THE BOARD COMMITTEES, (II) PERIODICALLY REVIEW THE BYLAWS AND RECOMMEND ANY APPROPRIATE CHANGES TO THE BOARD, AND (III) SUPPORT THE PRESIDENT, AND ANNUALLY EVALUATE HIS OR HER PERFORMANCE, COMPENSATION AND CONDITIONS OF EMPLOYMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body The full Board of Regents of the University annually reviews the IRS 990 prior to filing using the following process: - A draft of the return is electronically submitted to the Board Audit Committee for review. The Audit Committee Chair then sends comments and questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Audit Committee's questions in writing and submits the explanations and a draft of the return to the full Board for any further comment. - Board members send comments and questions to the Audit Committee Chair. The Chair forwards questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Board's questions in writing and submits the explanations to the Audit Committee Chair for any further comment. - The return is finalized and filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The University regularly and consistently monitors and enforces compliance with its written conflict of interest policy. Each year, all Board of Regents members and key employees identified by the Board's Audit Committee, inclusive of those reported as Board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees in this IRS 990, are required to complete and sign a conflict of interest survey. Surveys are submitted confidentially to the Director of Internal Audit for review. All individuals surveyed are required to sign an annual disclosure of any direct or fiduciary relationships that they (or members of their family) maintain with organizations that do business with the University which could be reasonably construed to affect their independent, unbiased judgment in light of their decision-making authority or responsibility. These individuals ("covered persons") affirm they: - Have received a copy of the conflict of interest policy; - Have read and understand the policy; - Agree to comply with the policy: and - Have disclosed any direct or indirect financial interest relationship. Any potential conflicts are addressed through further discussion with the respondent and resolved and disclosed as appropriate. If the Director of Internal Audit has reasonable cause to believe a Covered Person has failed to disclose actual or possible conflicts of interests, he or she shall inform the person of the basis for such belief and allow the Covered Person an opportunity to explain the alleged failure to disclose. Covered Persons who have declared or been found to have a conflict of interest must refrain from participation in the consideration of proposed transactions, unless for special reasons the Board or administration requests clarifying information or interpretation. Persons with conflicts may not vote or be present at the time of a vote. If after such notice and opportunity to disclose is provided, the Chair of the Audit Committee determines that a failure to make the required disclosure continues, the matter is referred to the Audit Committee of the Board of Regents, who review the matter and if it is determined that there is a conflict refers the matter to the full board of regents, which takes the necessary action to mitigate the conflict to protect the interest of the University. In addition, the University separately surveys all board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees as part of the annual IRS 990 review process to inform the answers to conflict of interest and governance. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE UNIVERSITY'S BOARD OF REGENTS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND SETTING THE PRESIDENT'S COMPENSATION UPON THE RECOMMENDATIONS OF THE BOARD'S EXECUTIVE COMMITTEE AND HUMAN RESOURCES COMMITTEE. THE HUMAN RESOURCES COMMITTEE IS APPOINTED BY THE BOARD TO PROVIDE OVERSIGHT OF EXECUTIVE COMPENSATION; REVIEW UNIVERSITY COMPENSATION PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES; AND PROVIDE INSIGHT, OVERSIGHT AND FORESIGHT IN MATTERS OF TALENT AND CULTURE. THE HUMAN RESOURCES COMMITTEE PROVIDES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE ON A COMPENSATION PACKAGE FOR THE PRESIDENT THAT IS APPROPRIATELY COMPETITIVE IN LIGHT OF BENCHMARK DATA AND THE PRESIDENT'S PERFORMANCE. EACH YEAR, THE HUMAN RESOURCES COMMITTEE COMPOSED OF THREE TO FOUR NONEMPLOYEE MEMBERS OF THE BOARD IS FORMED TO STUDY AND MAKE PRESIDENTIAL COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN ACCORDANCE WITH THE BYLAWS (ARTICLE IV), THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND REVIEWS THE RECOMMENDATIONS OF THE HUMAN RESOURCES COMMITTEE. THE EXECUTIVE COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD AS TO THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE FULL BOARD, AFTER CONSIDERATION OF THE RECOMMENDATIONS OF THE HUMAN RESOURCES COMMITTEE AND EXECUTIVE COMMITTEE, THEN APPROVES AND ADOPTS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE PRESIDENT, AS A MEMBER OF THE BOARD OF REGENTS, IS RECUSED FROM ALL COMPENSATION DISCUSSIONS, AND IS NOT INVOLVED IN ANY DECISIONS OF, THE EXECUTIVE COMMITTEE OR THE BOARD. THE HUMAN RESOURCES COMMITTEE, EXECUTIVE COMMITTEE AND FULL BOARD BASE THEIR RECOMMENDATIONS AND DECISION (AS APPLICABLE) ON THE FOLLOWING: CONSULTATIONS WITH AND REPORTS OF INDEPENDENT COMPENSATION CONSULTANTS WORKING AT THE DIRECTION OF THE HUMAN RESOURCES COMMITTEE WHICH INCLUDE, AMONG OTHER INFORMATION, STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEY BY THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEYS BY THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA). THE HUMAN RESOURCES COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF REGENTS MINUTES DOCUMENT EACH GROUP'S RECOMMENDATION OR APPROVAL OF THE COMPENSATION FOR EACH YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE BOARD OF REGENTS IS RESPONSIBLE FOR ESTABLISHING THE CONDITIONS OF EMPLOYMENT FOR OTHER KEY INSTITUTIONAL OFFICERS WHO SERVE UNDER THE DIRECTION OF THE PRESIDENT, INCLUDING THE PROVOST, THE VICE PRESIDENTS AND OTHER KEY EMPLOYEES. WORKING THROUGH ITS HUMAN RESOURCES COMMITTEE, THE BOARD REVIEWS UNIVERSITY COMPENSATION PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES. THE HUMAN RESOURCES COMMITTEE PROVIDES OVERSIGHT OF EXECUTIVE COMPENSATION BY RECOMMENDING TO THE BOARD WHICH SENIOR UNIVERSITY OFFICERS AND OTHER KEY EMPLOYEES OTHER THAN THE PRESIDENT SHOULD BE SUBJECT TO THE BOARD'S REVIEW AND THEN THE COMMITTEE ENSURES THAT THE SALARY RANGES FOR THESE POSITIONS, AND THE PROCEDURES USED BY THE UNIVERSITY IN DETERMINING THEIR COMPENSATION, MEET APPLICABLE TAX, ACCOUNTING, AND LEGAL REQUIREMENTS AND ENABLE THE UNIVERSITY TO RECRUIT AND RETAIN SUPERIOR TALENT IN THESE POSITIONS. THE HUMAN RESOURCES COMMITTEE FURTHER DIRECTS THE UNIVERSITY IN THE RETENTION OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARATIVE MARKET INFORMATION ON COMPENSATION AND BENEFITS FOR THE PRESIDENT AND OTHER KEY EMPLOYEES, AND TO ADVISE THE COMMITTEE ON COMPENSATION TRENDS AND REGULATORY COMPLIANCE ISSUES. THE HUMAN RESOURCES COMMITTEE REVIEWS AND PROVIDES GUIDANCE TO THE PRESIDENT REGARDING COMPENSATION PHILOSOPHIES AND PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES EACH YEAR, THE PRESIDENT REVIEWS THE MOST RECENT REPORT BY THE UNIVERSITY'S INDEPENDENT COMPENSATION CONSULTANT, ALONG WITH, AS APPROPRIATE, ANNUAL COMPENSATION SURVEYS PREPARED BY THE ASSOCIATION OF CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA), IN ORDER TO ESTABLISH COMPARABLE RATES OF PAY FOR SIMILARLY-SIZED PRIVATE DOCTORAL INSTITUTIONS. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE PROVOST OR VICE PRESIDENT WITH OVERSIGHT RESPONSIBILITY FOR THE RELATED SCHOOL OR DIVISION, USING THE ABOVE SOURCES ALONG WITH OTHER SOURCES RELEVANT TO THE RESPONSIBILITIES OF THE SCHOOL OR DIVISION KEY EMPLOYEE POSITION. PERFORMANCE REVIEWS, ALONG WITH ANY MERIT AND EQUITY SALARY ADJUSTMENTS, WERE COMPLETED DURING THE FISCAL YEAR ENDED 6/30/20. Form 990, Part VI, Line 19 Required documents available to the public The University's conflict of interest policies and audited financial statements are posted on its website, www.pacific.edu. The governing documents are not made publicly available except to the extent that they appear as attachments to Forms detailed in response to question number 18, in which case they would be provided upon request to the Office of General Counsel, University of the Pacific, 3601 Pacific Avenue, Stockton, CA 95211. Certain governing documents, including the University's Articles of Incorporation, are on file with the State of California. Form 990, Part VII, Section A, Line 1a, Column (B) Average Hours Per Week The University does not track hours worked by Trustees, Officers, Key Employees, and Highest Compensated Employees. Full-time exempt employees of the University are expected to work no less than 40 hours per week. Amounts provided in Part VII are based upon University estimates. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other - Total Revenue: 33359239, Related or Exempt Function Revenue: 33094787, Unrelated Business Revenue: 264452, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACTUARIAL GAIN (LOSS) ON TRUST & ANNUITY AND OTHER CHANGES - 184244; Form 990, Part VIII, Line 1e Government Grants (Contributions) On April 9, 2020, the Secretary of Education, Betsy DeVos, announced the availability of CARES Act funding for emergency financial aid grants to students of University of the Pacific (and other colleges and universities nationwide). The federal government passed legislation called the Coronavirus Aid, Relief and Economic Security (CARES) Act. The bill builds upon earlier versions of the CARES Act and is intended to be a third round of federal government support in the wake of the COVID-19 public health crisis and associated economic fallout. The bill includes funding for emergency grants for eligible students. ED announced that University of the Pacific is eligible for $2,582,435 to be used to make individual awards to students for their emergency expenses that resulted from campus disruption that occurred after March 27, 2020, due to the COVID-19 pandemic. University of the Pacific has expended the full amount of the CARES Act Institutional Aid funding of $2,582,435. Tri-City Properties LLC 1776 March Lane Suite 110 Stockton CA 95211 822573286 Real Property Holdings CA 0 874460 University of the Pacific CHARITABLE REMAINDER TRUSTS (1) INVESTMENT CA NA false false false false false false false false false false false false false false false false false false false false