UNIVERSITY OF SOUTHERN CALIFORNIA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTHERN CALIFORNIA (EIN 95-1642394)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202041979349305114
- Schema version
- 2018v3.3
- 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 H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T13:54:12-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951642394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Southern California | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIK BRINK UNIV COMPTROLLER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2138211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY GARDENS UGB203 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900898003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES STATEN | PersonNm |
| Person Title | SR VP FINANCE/CFO | PersonTitleTxt |
| Phone | 2138211900 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2020-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820201975000208 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4DACC48D01B39045C9198F6713EBD5745B0BE673 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9F86E75EFDAFE7C85A38040228A3F35A3BFA220 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Carol L Folt | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY GARDENS UGB203 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900898003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,857,078,665 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.usc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1895 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 54 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 41683 | TotalEmployeeCnt |
| Total Gross UBI | $19,034,227 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $927,957,977 | PYContributionsGrantsAmt |
| CY Contributions Grants | $847,546,503 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,391,940,489 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,756,994,269 | CYProgramServiceRevenueAmt |
| PY Investment Income | $280,360,974 | PYInvestmentIncomeAmt |
| CY Investment Income | $248,916,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,677,065 | PYOtherRevenueAmt |
| CY Other Revenue | $2,508,604 | CYOtherRevenueAmt |
| PY Total Revenue | $5,602,936,505 | PYTotalRevenueAmt |
| CY Total Revenue | $5,855,965,866 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $561,828,959 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $621,889,699 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,776,301,988 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,088,095,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $643,214 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $666,450 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $64,431,077 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,016,730,491 | PYOtherExpensesAmt |
| CY Other Expenses | $2,284,984,844 | CYOtherExpensesAmt |
| PY Total Expenses | $5,355,504,652 | PYTotalExpensesAmt |
| CY Total Expenses | $5,995,636,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $247,431,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$139,670,732 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,195,450,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,727,485,136 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,302,362,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,920,210,690 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,893,088,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,807,274,446 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,493,514,891 | ExpenseAmt |
| Grant | $617,421,068 | GrantAmt |
| Revenue | $2,251,941,044 | RevenueAmt |
| Desc | INSTRUCTION: 20,500 STUDENTS IN UNDERGRADUATE CLASSES: 28,000 STUDENTS IN GRADUATE AND PROFESSIONAL CLASSES: 5,337 BACHELOR DEGREES CONFERRED AND 11,075 ADVANCED DEGREES CONFERRED IN 2018-2019. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,841,891,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,530,555,390 | RevenueAmt |
| Desc | HEALTH CARE SERVICES: THE DOCTORS OF USC ARE MORE THAN 500 PHYSICIANS AND SPECIALISTS WHO ARE FULL-TIME FACULTY MEMBERS OF THE KECK SCHOOL OF MEDICINE OF USC. USC PHYSICIANS PRACTICE AT KECK HOSPITAL OF USC, USC NORRIS CANCER HOSPITAL, USC VERDUGO HILLS HOSPITAL, DOHENY EYE INSTITUTE, HEALTH CARE CENTERS ON THE HEALTH SCIENCES CAMPUS AND IN DOWNTOWN LOS ANGELES, AND AT LOS ANGELES COUNTY & USC MEDICAL CENTER AND CHILDRENS HOSPITAL LOS ANGELES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $494,361,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $390,039,955 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: APPROXIMATELY 40,000 STUDENTS AND 16,000 FACULTY AND STAFF ARE SERVED BY THE BOOKSTORE, DINING SERVICES, HOUSING, PARKING FACILITIES AND OTHER SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $473,448,631 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,468,631 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $584,457,880 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,303,215,522 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6408 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 41683 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 54 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK BRINK UNIV COMPTROLLER | PersonNm |
| Phone | 2138211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIV GARDENS UGB203 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (82 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RICK J CARUSO | ||||||||||
| TRUSTEE/CHAIRMAN | 2.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MIRIAM ADELSON | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL E ADLER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WALLIS ANNENBERG | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHANIE A ARGYROS | ||||||||||
| TRUSTEE (AS OF 10/10/2018) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WANDA M AUSTIN | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 1.75 | Yes (X) | Yes (X) | $636,319 | $0 | $36,422 | |||
| THOMAS J BARRACK JR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC R BENIOFF | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID C BOHNETT | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES F BOLDEN JR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH M BOSKOVICH SR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A BRADWAY | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEANIE M BUSS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES G CALE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RAMONA L CAPPELLO | ||||||||||
| TRUSTEE (UNTIL 6/5/2019) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN I CASDEN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONNIE C CHAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| YANG HO CHO | ||||||||||
| TRUSTEE (UNTIL 4/5/2019) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER COX | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK H CRUZ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID H DORNSIFE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE DWORAK-PECK | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELE DEDEAUX ENGEMANN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A FELIX | ||||||||||
| TRUSTEE (AS OF 6/5/2019) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL J EPSTEIN | ||||||||||
| TRUSTEE (UNTIL 6/5/2019) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STANLEY P GOLD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TAMARA HUGHES GUSTAVSON | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JANE HARMAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MING HSIEH | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE NORA JOHNSON | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LYDIA H KENNARD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH R KLEIN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN KUSMIERSKY | ||||||||||
| TRUSTEE | 2.0 | 0.5 | Yes (X) | $0 | $0 | $0 | ||||
| JAIME L LEE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY LEVENTHAL | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM J MCMORROW | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MORK | ||||||||||
| TRUSTEE | 2.0 | 0.5 | Yes (X) | $0 | $0 | $0 | ||||
| OSCAR MUNOZ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROD Y NAKAMOTO | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CARMEN NAVA | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLY L NEMIROVSKY | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DOMINIC NG | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRYSOSTOMOS L NIKIAS | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 1.5 | Yes (X) | Yes (X) | $6,952,472 | $0 | $702,466 | |||
| J KRISTOFFER POPOVICH | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BLAKE QUINN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD P ROSKI JR | ||||||||||
| TRUSTEE (UNTIL 6/5/2019) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| AMY A ROSS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK J RYAN JR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD D SCHAEFFER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM EB SIART | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY H SMULYAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN SPIELBERG | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HELIANE M STEDEN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A STEVENS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD D SUGAR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TRACY M SYKES | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL M TSAI | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD N TUTOR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WENXUE WANG | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL MAUCH AMIR | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.75 | Yes (X) | $913,084 | $0 | $63,937 | ||||
| DAVID BROWN | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.0 | Yes (X) | $252,801 | $0 | $61,642 | ||||
| ALBERT R CHECCIO | ||||||||||
| SENIOR VP, UNIV. ADVANCEMENT | 50.0 | 0.25 | Yes (X) | $2,041,876 | $0 | $51,977 | ||||
| CAROLYN DOMEN-BROSHEARS | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.75 | Yes (X) | $298,085 | $0 | $32,477 | ||||
| THOMAS E JACKIEWICZ | ||||||||||
| SVP & CEO FOR KECK MEDICINE | 50.0 | 0.5 | Yes (X) | $2,453,108 | $0 | $56,752 | ||||
| MICHAEL QUICK | ||||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | 50.0 | 0.75 | Yes (X) | $1,062,946 | $0 | $38,046 | ||||
| THOMAS S SAYLES | ||||||||||
| SR VP, UNIV REL (TIL 10/2/18) | 50.0 | 0.0 | Yes (X) | $1,050,673 | $0 | $39,191 | ||||
| JAMES M STATEN | ||||||||||
| SR VP, FINANCE & CFO | 50.0 | 1.5 | Yes (X) | $1,827,688 | $0 | $161,551 | ||||
| DAVID W WRIGHT | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.25 | Yes (X) | $424,863 | $0 | $78,415 | ||||
| JAMES G ELLIS | ||||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | 50.0 | 0.75 | $674,327 | $0 | $51,966 | Yes (X) | ||||
| LISA ANN MAZZOCCO | ||||||||||
| CHIEF INVESTMENT OFFICER | 50.0 | 0.0 | $1,057,494 | $0 | $110,957 | Yes (X) | ||||
| AMBER MILLER | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.0 | $616,125 | $0 | $52,094 | Yes (X) | ||||
| LAURA MOSQUEDA | ||||||||||
| DEAN-KECK SCHOOL OF MEDICINE | 50.0 | 0.5 | $1,022,187 | $0 | $41,091 | Yes (X) | ||||
| YANNIS C YORTSOS | ||||||||||
| DEAN-VITERBI SCHOOL OF ENG. | 50.0 | 0.5 | $501,745 | $0 | $54,477 | Yes (X) | ||||
| ANDY ENFIELD | ||||||||||
| HEAD BASKETBALL COACH | 40.0 | 0.0 | $3,065,214 | $0 | $61,558 | Yes (X) | ||||
| INDERBIR SINGH GILL MD | ||||||||||
| PROF & CHAIR - UROLOGY | 40.0 | 0.5 | $2,665,548 | $0 | $120,352 | Yes (X) | ||||
| CHARLES HELTON | ||||||||||
| HEAD FOOTBALL COACH | 40.0 | 0.0 | $4,456,072 | $0 | $113,435 | Yes (X) | ||||
| VAUGHN A STARNES MD | ||||||||||
| CHAIR & DIST PROF SURGERY | 40.0 | 0.5 | $2,888,456 | $0 | $62,620 | Yes (X) | ||||
| LOUIS A VANDERMOLEN MD | ||||||||||
| PROFESSOR OF CLINICAL MEDICINE | 40.0 | 0.0 | $2,316,530 | $0 | $34,723 | Yes (X) | ||||
| TODD R DICKEY | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.5 | $810,529 | $0 | $41,125 | Yes (X) | ||||
| DANI BYRD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $254,725 | $0 | $141,057 | Yes (X) | ||||
| STEVEN A KAY | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $799,192 | $0 | $115,563 | Yes (X) | ||||
| ROHIT VARMA MD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 0.25 | $2,479,171 | $0 | $46,644 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $41,521,230 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,370,538 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6618 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 2U INC | |||||
| 1150 S OLIVE STREET SUITE 2050 | LOS ANGELES | CA | 90015 | ONLINE EDUCATION SVC | $88,720,146 |
| HATHAWAY DINWIDDIE AECOM HUNT JT VE | |||||
| 275 BATTERY STREET SUITE 300 | SAN FRANSISCO | CA | 94111 | CONSTRUCTION SVCS | $82,782,192 |
| DPR CONSTRUCTION A GENERAL PARTNER | |||||
| 4665 MACARTHUR CT 100 | NEWPORT BEACH | CA | 92660 | CONSTRUCTIONS SVCS | $22,439,794 |
| THE PENTA BUILDING GROUP LLC | |||||
| 550 South Hope St 2640 | LOS ANGELES | CA | 90071 | CONSTRUCTIONS SVCS | $14,513,223 |
| ERNST YOUNG LLP | |||||
| 725 South Figueroa Street 200 | LOS ANGELES | CA | 90017 | CONSULTING SERVICES | $13,957,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 601 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,025,828 | FundraisingAmt |
| Government Grants | $400,785,713 | GovernmentGrantsAmt |
| All Other Contributions | $445,734,962 | AllOtherContributionsAmt |
| Noncash Contributions | $4,800,854 | NoncashContributionsAmt |
| Total Contributions | $847,546,503 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 900099 | $2,251,941,044 | $2,251,941,044 | |
| NET PATIENT SERVICE REVENUE | 900099 | $1,530,555,390 | $1,530,555,390 | |
| AUXILIARY ENTERPRISES | 900099 | $390,039,955 | $371,821,655 | $18,218,300 |
| PROFESSIONAL SERVICES AGREEMENT | 900099 | $139,868,756 | $139,868,756 | |
| SALES & SERVICE | 900099 | $157,849,816 | $127,498,670 | $30,351,146 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,739,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $286,739,308 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,756,994,269 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,131,739 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$35,626,735 | UnrelatedBusinessRevenueAmt |
| Exclusion | $112,758,474 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,366,199 | TotalRevenueColumnAmt |
| Exclusion | $3,366,199 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $168,853,481 | SecuritiesAmt |
| Other | $2,931,270 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $168,853,481 | SecuritiesAmt |
| Other | $2,931,270 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,784,751 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,091,516 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,693,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $255,204 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,025,828 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,112,799 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$857,595 | TotalRevenueColumnAmt |
| Exclusion | -$857,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,855,965,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,708,424,823 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,034,227 | UnrelatedBusinessRevenueAmt |
| Exclusion | $280,960,313 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,314 | TotalAmt |
| Program Services | $1,507,314 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,913,754 | TotalAmt |
| Program Services | $615,913,754 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,468,631 | TotalAmt |
| Program Services | $4,468,631 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,929,359 | TotalAmt |
| Program Services | $10,405,366 | ProgramServicesAmt |
| Management And General | $7,755,098 | ManagementAndGeneralAmt |
| Fundraising | $2,768,895 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,919 | TotalAmt |
| Program Services | $108,075 | ProgramServicesAmt |
| Management And General | $58,368 | ManagementAndGeneralAmt |
| Fundraising | $299,476 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,380,001,048 | TotalAmt |
| Program Services | $2,174,464,455 | ProgramServicesAmt |
| Management And General | $175,200,191 | ManagementAndGeneralAmt |
| Fundraising | $30,336,402 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,497,372 | TotalAmt |
| Program Services | $189,947,601 | ProgramServicesAmt |
| Management And General | $27,362,561 | ManagementAndGeneralAmt |
| Fundraising | $4,187,210 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,509,617 | TotalAmt |
| Program Services | $318,127,080 | ProgramServicesAmt |
| Management And General | $45,503,768 | ManagementAndGeneralAmt |
| Fundraising | $6,878,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,692,290 | TotalAmt |
| Program Services | $81,204,454 | ProgramServicesAmt |
| Management And General | $11,697,762 | ManagementAndGeneralAmt |
| Fundraising | $1,790,074 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,284,351 | TotalAmt |
| Management And General | $36,284,351 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,523,526 | TotalAmt |
| Management And General | $2,523,526 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,124 | TotalAmt |
| Program Services | $423,124 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,450 | TotalAmt |
| Fundraising | $666,450 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,319,408 | TotalAmt |
| Management And General | $15,319,408 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,651,501 | TotalAmt |
| Program Services | $1,311,230,549 | ProgramServicesAmt |
| Management And General | $262,984,238 | ManagementAndGeneralAmt |
| Fundraising | $14,436,714 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,442,502 | TotalAmt |
| Program Services | $46,079,922 | ProgramServicesAmt |
| Management And General | $3,778,071 | ManagementAndGeneralAmt |
| Fundraising | $584,509 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,152,500 | TotalAmt |
| Program Services | $57,074,673 | ProgramServicesAmt |
| Management And General | $2,298,778 | ManagementAndGeneralAmt |
| Fundraising | $779,049 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,680,610 | TotalAmt |
| Program Services | $47,843,854 | ProgramServicesAmt |
| Management And General | $13,817,227 | ManagementAndGeneralAmt |
| Fundraising | $19,529 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,782,000 | TotalAmt |
| Program Services | $256,612,000 | ProgramServicesAmt |
| Management And General | $21,486,000 | ManagementAndGeneralAmt |
| Fundraising | $1,684,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,652 | TotalAmt |
| Management And General | $1,920,652 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COST OF GOODS SOLD | $129,466,832 | $129,466,832 |
| UNIVERSITY SERVICES | $58,337,838 | $58,337,838 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,995,636,598 | TotalAmt |
| Program Services | $5,303,215,522 | ProgramServicesAmt |
| Management And General | $627,989,999 | ManagementAndGeneralAmt |
| Fundraising | $64,431,077 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,021,656 | BOYAmt |
| EOY | $1,036,665,872 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,185,428 | BOYAmt |
| EOY | $462,329,209 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,221,850 | BOYAmt |
| EOY | $450,654,583 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,470,740 | BOYAmt |
| EOY | $9,221,527 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,114,437 | BOYAmt |
| EOY | $51,844,409 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,883,068 | BOYAmt |
| EOY | $24,795,847 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,889,464 | BOYAmt |
| EOY | $362,086,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,183,635,185 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,848,981,253 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,143,379,783 | BOYAmt |
| EOY | $4,334,653,932 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,166,078,983 | BOYAmt |
| EOY | $3,128,587,413 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,395,739,727 | BOYAmt |
| EOY | $2,485,027,927 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,465,605 | BOYAmt |
| EOY | $381,617,953 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,195,450,741 | BOYAmt |
| EOY | $12,727,485,136 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,227,001 | BOYAmt |
| EOY | $1,373,267,178 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,893,736 | BOYAmt |
| EOY | $257,066,540 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,154,803 | BOYAmt |
| EOY | $180,547,864 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,839,869 | BOYAmt |
| EOY | $1,417,503,699 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,747,195 | BOYAmt |
| EOY | $691,825,409 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,362,604 | BOYAmt |
| EOY | $3,920,210,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,113,028,836 | BOYAmt |
| EOY | $4,057,542,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,128,686,567 | BOYAmt |
| EOY | $1,965,216,074 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,651,372,734 | BOYAmt |
| EOY | $2,784,515,761 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,893,088,137 | BOYAmt |
| EOY | $8,807,274,446 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,195,450,741 | BOYAmt |
| EOY | $12,727,485,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$139,670,732 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,675,507 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,181,534 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $848,646,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $898,061,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $937,415,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $927,957,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,546,503 | CurrentTaxYearAmt |
| Total | $4,459,627,624 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $848,646,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $898,061,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $937,415,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $927,957,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,546,503 | CurrentTaxYearAmt |
| Total | $4,459,627,624 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,459,627,624 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,389,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,753,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,068,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,701,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,124,673 | CurrentTaxYearAmt |
| Total | $346,038,408 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $493,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,204 | CurrentTaxYearAmt |
| Total | $1,264,994 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,806,931,026 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,315,412,867 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92775 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94279 | 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 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME REPRESENTS GROSS INCOME FROM FUNDRAISING EVENTS. | 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,367,374 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,367,374 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1(G)-(I) | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF SOUTHERN CALIFORNIA'S LOBBYING EFFORTS INCLUDE, THROUGH THE USE OF PAID STAFF, THE PROMOTION OF HIGHER APPROPRIATIONS FOR STUDENT AID AND BASIC RESEARCH PROGRAMS AND EFFORTS TO GENERALLY FURTHER THE UNIVERSITY'S MISSION OF EDUCATION AND RESEARCH AT THE LOCAL, STATE AND FEDERAL LEVEL. THE UNIVERSITY ALSO PAYS DUES TO MEMBER ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. AMOUNTS ASSOCIATED WITH MEMBER DUES ARE NOT REPORTED IN PART II-B. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 7 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $24,961,995 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $14,875,411 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $37,412,419 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $31,567,223 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $231,636,081 | BeginningBalanceAmt |
| Additions During Year | $11,915,643 | AdditionsDuringYearAmt |
| Distributions During Year | $11,836,205 | DistributionsDuringYearAmt |
| Ending Balance | $231,715,519 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,282,284,883 | BeginningYearBalanceAmt |
| Contributions | $188,223,613 | ContributionsAmt |
| Investment Earnings Or Losses | $238,538,234 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,594,372 | GrantsOrScholarshipsAmt |
| Other Expenditures | $177,037,868 | OtherExpendituresAmt |
| Administrative Expenses | $8,990,775 | AdministrativeExpensesAmt |
| End Year Balance | $5,476,423,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,876,143,064 | BeginningYearBalanceAmt |
| Contributions | $179,791,712 | ContributionsAmt |
| Investment Earnings Or Losses | $450,633,689 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,999,221 | GrantsOrScholarshipsAmt |
| Other Expenditures | $167,411,661 | OtherExpendituresAmt |
| Administrative Expenses | $8,872,700 | AdministrativeExpensesAmt |
| End Year Balance | $5,282,284,883 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,371,419,736 | BeginningYearBalanceAmt |
| Contributions | $176,085,163 | ContributionsAmt |
| Investment Earnings Or Losses | $543,468,688 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $44,660,935 | GrantsOrScholarshipsAmt |
| Other Expenditures | $161,668,858 | OtherExpendituresAmt |
| Administrative Expenses | $8,500,730 | AdministrativeExpensesAmt |
| End Year Balance | $4,876,143,064 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,511,866,099 | BeginningYearBalanceAmt |
| Contributions | $164,261,117 | ContributionsAmt |
| Investment Earnings Or Losses | -$107,908,309 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,057,640 | GrantsOrScholarshipsAmt |
| Other Expenditures | $147,972,885 | OtherExpendituresAmt |
| Administrative Expenses | $7,768,646 | AdministrativeExpensesAmt |
| End Year Balance | $4,371,419,736 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,392,817,799 | BeginningYearBalanceAmt |
| Contributions | $152,516,218 | ContributionsAmt |
| Investment Earnings Or Losses | $147,475,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,788,447 | GrantsOrScholarshipsAmt |
| Other Expenditures | $135,988,210 | OtherExpendituresAmt |
| Administrative Expenses | $7,167,119 | AdministrativeExpensesAmt |
| End Year Balance | $4,511,866,099 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,408,788 | OtherCostOrOtherBasisAmt |
| Book Value | $201,408,788 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,503,476,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,838,198,186 | DepreciationAmt |
| Book Value | $3,665,278,627 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $738,284,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $689,186,663 | DepreciationAmt |
| Book Value | $49,097,854 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $740,465,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $321,596,404 | DepreciationAmt |
| Book Value | $418,868,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,334,653,932 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $1,184,588,585 | F |
| PRIVATE EQUITY | $1,300,439,342 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,485,027,927 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| FOR ANNUITIES PAYABLES | $104,442,205 |
| SELF INSURANCE RESERVES | $284,605,628 |
| FEDERAL STUDENT LOAN FUNDS | $67,935,560 |
| ASSET RETIREMENT OBLIGATION | $132,918,388 |
| REFUNDABLE ADVANCES | $21,477,044 |
| CAPITAL LEASE OBLIGATION | $75,868,895 |
| OTHER LIABILITIES | $4,577,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $691,825,409 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | THE UNIVERSITY OF SOUTHERN CALIFORNIA RETAINS MULTIPLE COLLECTIONS OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS SUCH AS BOOKS, SCRIPTS, FILMS AND PHOTOGRAPHY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH AND PUBLIC EXHIBITION PURPOSES. |
| SCHEDULE D, PART IV, LINE 1B | THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS. |
| SCHEDULE D, PART V, LINE 4 | THE INTENT OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO GENERATE THE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSES, INCLUDING EDUCATION, RESEARCH AND SCHOLARSHIPS. |
| SCHEDULE D, PART X, LINE 2 | THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E - EXPLANATION FOR LINE 3 | NON-DISCRIMINATION POLICY THE UNIVERSITY OF SOUTHERN CALIFORNIA IS AN EQUAL OPPORTUNITY EMPLOYER AND EDUCATOR. PROUDLY PLURALISTIC AND FIRMLY COMMITTED TO PROVIDING EQUAL OPPORTUNITY FOR OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED AND BACKGROUND, THE UNIVERSITY STRIVES TO BUILD A COMMUNITY IN WHICH EACH PERSON RESPECTS THE RIGHTS OF OTHER PEOPLE TO LIVE, WORK AND LEARN IN PEACE AND DIGNITY, TO BE PROUD OF WHO AND WHAT THEY ARE, AND TO HAVE EQUAL OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL AS INDIVIDUALS AND MEMBERS OF SOCIETY. TO THIS END, THE UNIVERSITY PLACES GREAT EMPHASIS ON THOSE VALUES AND VIRTUES THAT BIND US TOGETHER AS HUMAN BEINGS AND MEMBERS OF THE TROJAN FAMILY. THE UNIVERSITY ENTHUSIASTICALLY SUPPORTS THIS POLICY IN ITS ENTIRETY, AND EXPECTS THAT EVERY PERSON ASSOCIATED WITH THE UNIVERSITY WILL GIVE CONTINUING SUPPORT TO ITS IMPLEMENTATION. THE UNIVERSITY IS COMMITTED TO COMPLYING WITH ALL APPLICABLE LAWS AND GOVERNMENTAL REGULATIONS AT EVERY LEVEL OF GOVERNMENT WHICH PROHIBIT DISCRIMINATION AGAINST, OR WHICH MANDATE THAT SPECIAL CONSIDERATION BE GIVEN TO STUDENTS AND APPLICANTS FOR ADMISSION, OR FACULTY, STAFF AND APPLICANTS FOR EMPLOYMENT ON THE BASIS OF ANY PROTECTED CATEGORY, INCLUDING RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGION, GENDER, SEXUAL ORIENTATION, AGE, PHYSICAL DISABILITY, MENTAL DISABILITY, MARITAL STATUS, VETERAN STATUS, GENETIC INFORMATION, OR ANY OTHER CHARACTERISTIC WHICH MAY FROM TIME TO TIME BE SPECIFIED IN SUCH LAWS AND REGULATIONS. GENDER INCLUDES BOTH THE ACTUAL SEX OF AN INDIVIDUAL AND THAT PERSON'S GENDER IDENTITY, APPEARANCE OR BEHAVIOR, WHETHER OR NOT THAT IDENTITY, APPEARANCE OR BEHAVIOR IS TRADITIONALLY ASSOCIATED WITH THAT PERSON'S SEX AT BIRTH. THIS POLICY APPLIES TO ALL OF THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES INCLUDING ADMISSIONS, AND ALL PERSONNEL ACTIVITIES INCLUDING BUT NOT LIMITED TO RECRUITING, HIRING, PROMOTION, DEMOTION, COMPENSATION, BENEFITS, TRANSFERS, LAYOFFS, RETURN FROM LAYOFF, PROVISION OF LEAVES, TRAINING, EDUCATION, TUITION ASSISTANCE AND OTHER PROGRAMS. IN ADDITION, AN OTHERWISE QUALIFIED INDIVIDUAL MUST NOT BE DISCRIMINATED AGAINST IN, OR EXCLUDED FROM, ADMISSIONS, PARTICIPATION IN EDUCATIONAL PROGRAMS AND ACTIVITIES, OR EMPLOYMENT SOLELY DUE TO HIS OR HER DISABILITY. THE UNIVERSITY SEEKS COMPLIANCE WITH ALL STATUTES PROHIBITING DISCRIMINATION IN EDUCATION, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, SECTION 504 OF THE REHABILITATION ACT OF 1973, THE AGE DISCRIMINATION ACT OF 1975, AND THE AMERICANS WITH DISABILITIES ACT OF 1990 WHICH RESPECTIVELY PROHIBIT DISCRIMINATION. THIS GOOD FAITH EFFORT TO COMPLY IS MADE EVEN WHEN SUCH LAWS AND REGULATIONS CONFLICT WITH EACH OTHER. THE UNIVERSITY WILL MAKE REASONABLE ACCOMMODATIONS FOR QUALIFIED INDIVIDUALS WITH KNOWN DISABILITIES UNLESS DOING SO WOULD RESULT IN UNDUE HARDSHIP. IN GENERAL, THE UNIVERSITY DOES NOT SOLICIT OUTSIDE OF ITS WEBSITE AND ADMISSIONS MATERIALS. THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, IN THE FACULTY HANDBOOK, IN SCAMPUS (THE STUDENT HANDBOOK), AND ALSO IN THE UNIVERSITY COURSE CATALOGUE. IN ADDITION, IT IS COMMUNICATED TO ALL STUDENTS DURING ORIENTATION, TO ALL NEW EMPLOYEES WITHIN 60 DAYS OF HIRE, AND TO ALL EMPLOYEES EVERY 2 YEARS AS PART OF THE UNIVERSITY'S HARASSMENT AND DISCRIMINATION PREVENTION TRAINING. |
| SCHEDULE E - EXPLANATION FOR LINE 6A | THE UNIVERSITY OF SOUTHERN CALIFORNIA RECEIVES FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL MISSION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (52 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 3 | Program Services | INSTRUCT,EXCUR,TRAVEL | $48,405 |
| East Asia and the Pacific | 6 | 79 | Program Services | INSTRUCT,EXCUR,TRAVEL | $1,254,231 |
| Europe (Including Iceland and Greenland) | 2 | 93 | Program Services | INSTRUCT,EXCUR,TRAVEL | $2,893,538 |
| Middle East and North Africa | 0 | 27 | Program Services | INSTRUCT,EXCUR,TRAVEL | $143,400 |
| North America | 0 | 54 | Program Services | INSTRUCT,EXCUR,TRAVEL | $299,183 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | $52,012 |
| South America | 0 | 24 | Program Services | INSTRUCT,EXCUR,TRAVEL | $227,369 |
| South Asia | 0 | 2 | Program Services | INSTRUCT,EXCUR,TRAVEL | $106,777 |
| Sub-Saharan Africa | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | $114,173 |
| Central America and the Caribbean | 0 | 0 | Program Services | Research | $3,717 |
| East Asia and the Pacific | 3 | 12 | Program Services | Research | $71,144 |
| Europe (Including Iceland and Greenland) | 0 | 13 | Program Services | Research | $209,002 |
| Middle East and North Africa | 0 | 2 | Program Services | Research | $208,535 |
| North America | 0 | 2 | Program Services | Research | $9,262 |
| Russia and the Newly Independent States | 0 | 1 | Program Services | Research | $53,469 |
| South America | 0 | 2 | Program Services | Research | $51,943 |
| South Asia | 0 | 1 | Program Services | Research | $10,300 |
| Sub-Saharan Africa | 0 | 2 | Program Services | Research | $49,836 |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDENT ABROAD | $301 |
| East Asia and the Pacific | 0 | 10 | Program Services | STUDENT ABROAD | $231,448 |
| Europe (Including Iceland and Greenland) | 0 | 16 | Program Services | STUDENT ABROAD | $594,109 |
| North America | 0 | 0 | Program Services | STUDENT ABROAD | $44,733 |
| South Asia | 0 | 0 | Program Services | STUDENT ABROAD | $49,710 |
| Europe (Including Iceland and Greenland) | 0 | 3 | Program Services | STAFF ABROAD | $7,940 |
| Central America and the Caribbean | 1 | 1 | Program Services | RECRUITMENT | $155,669 |
| East Asia and the Pacific | 7 | 30 | Program Services | RECRUITMENT | $2,251,003 |
| Europe (Including Iceland and Greenland) | 2 | 2 | Program Services | RECRUITMENT | $156,432 |
| Middle East and North Africa | 0 | 1 | Program Services | RECRUITMENT | $25,813 |
| North America | 1 | 1 | Program Services | RECRUITMENT | $3,442 |
| Russia and the Newly Independent States | 0 | 1 | Program Services | RECRUITMENT | $4,200 |
| South America | 1 | 1 | Program Services | RECRUITMENT | $107,356 |
| South Asia | 2 | 1 | Program Services | RECRUITMENT | $215,604 |
| East Asia and the Pacific | 0 | 0 | Program Services | GLOBALIZATION | $53,166 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | GLOBALIZATION | $8,200 |
| South Asia | 0 | 0 | Program Services | GLOBALIZATION | $36,275 |
| East Asia and the Pacific | 0 | 0 | Program Services | PREVNT MED & GLOBAL ME | $76,642 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | PREVNT MED & GLOBAL ME | $81,544 |
| Middle East and North Africa | 0 | 0 | Program Services | PREVNT MED & GLOBAL ME | $1,000 |
| North America | 0 | 0 | Program Services | PREVNT MED & GLOBAL ME | $56,417 |
| South America | 0 | 0 | Program Services | PREVNT MED & GLOBAL ME | $5,427 |
| East Asia and the Pacific | 0 | 48 | Program Services | INTL EXP LEARNING | $2,595,325 |
| Europe (Including Iceland and Greenland) | 0 | 10 | Program Services | INTL EXP LEARNING | $407,243 |
| Middle East and North Africa | 0 | 4 | Program Services | INTL EXP LEARNING | $29,050 |
| South Asia | 0 | 11 | Program Services | INTL EXP LEARNING | $713,568 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $993,518 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $2,123,930 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $37,800 | |
| North America | 0 | 0 | Grantmaking | $1,218,457 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $94,927 | |
| Central America and the Caribbean | 0 | 0 | Investments | $850,222,083 | |
| East Asia and the Pacific | 0 | 0 | Investments | $22,951,200 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $118,957,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 11 | SubtotalOfficesCnt |
| Subtotal Employees | 315 | SubtotalEmployeesCnt |
| Continuation Total Office | 14 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 142 | ContinuationTotalEmployeeCnt |
| Total Office | 25 | TotalOfficeCnt |
| Total Employee | 457 | TotalEmployeeCnt |
| Subtotal Spent | $5,756,460 | SubtotalSpentAmt |
| Continuation Spent | $1,004,561,049 | ContinuationSpentAmt |
| Total Spent | $1,010,317,509 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (31 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| North America | RSCH SUBAWRD | $84,908 |
| North America | RSCH SUBAWRD | $51,785 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $42,352 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $16,830 |
| East Asia and the Pacific | RSCH SUBAWRD | $76,500 |
| North America | RSCH SUBAWRD | $90,730 |
| North America | RSCH SUBAWRD | $181,825 |
| East Asia and the Pacific | RSCH SUBAWRD | $185,600 |
| North America | RSCH SUBAWRD | $74,530 |
| East Asia and the Pacific | RSCH SUBAWRD | $71,876 |
| North America | RSCH SUBAWRD | $94,033 |
| Middle East and North Africa | RSCH SUBAWRD | $37,800 |
| East Asia and the Pacific | RSCH SUBAWRD | $328,165 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $64,460 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $64,744 |
| North America | RSCH SUBAWRD | $19,331 |
| East Asia and the Pacific | RSCH SUBAWRD | $348,072 |
| East Asia and the Pacific | RSCH SUBAWRD | $477,350 |
| North America | RSCH SUBAWRD | $44,930 |
| East Asia and the Pacific | RSCH SUBAWRD | $23,567 |
| Sub-Saharan Africa | RSCH SUBAWRD | $9,734 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $103,220 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $69,256 |
| North America | RSCH SUBAWRD | $16,942 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $13,783 |
| Russia and the Newly Independent States | RSCH SUBAWRD | $110,883 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $222,483 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $142,400 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $1,044,968 |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $228,550 |
| North America | RSCH SUBAWRD | $127,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | THE UNIVERSITY WIRES ITS OFFICE EXPENSES ON A MONTHLY BASIS. THE MONTHLY EXPENSES CONSIST OF FIXED COSTS: PAYROLL, RENT, OCCUPANCY COSTS (SUCH AS PHONE/INTERNET/FAX, CLEANING, ELECTRICITY), CONSULTANTS SUCH AS ACCOUNTANTS, BANK FEES AND NON-FIXED, SUCH AS SUPPLIES, TRAVEL, MEALS AND ENTERTAINMENT AND SOME MISCELLANEOUS COSTS. THE OFFICES SEND THEIR EXPENSE REPORTS INCLUDING BACKUP (INVOICES/RECEIPTS) TO THE UNIVERSITY ALONG WITH MONTHLY BANK STATEMENTS. ALL EXPENDITURES DOMESTIC AND INTERNATIONAL MUST COMPLY WITH OUR EXPENDITURE MANUAL AND THE UNIVERSITY'S SENIOR BUSINESS OFFICERS ARE RESPONSIBLE FOR COMPLYING WITH THESE POLICIES AND REGULATIONS. EXPENDITURES RELATED TO RESEARCH GRANTS ARE CONTINUALLY MONITORED BY PRINCIPAL INVESTIGATORS ASSOCIATED WITH THAT AWARD. |
| SCHEDULE F, PART I, LINE 3, COLUMN (F) AND SCHEDULE F, PART II, LINE 1 | EXPENSES REPORTED IN SCHEDULE F, PART I, LINE 3, COLUMN (F) AND SCHEDULE F, PART II, LINE 1 ARE DERIVED FROM USC'S BOOKS AND RECORDS, WHICH ARE MAINTAINED ON THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO CODYNOEL LEVITZ | PersonNm |
| Activity | PHONE SOLICIT. | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $546,489 | GrossReceiptsAmt |
| Retained By Contractor | $666,450 | RetainedByContractorAmt |
| Net To Organization | -$119,961 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $546,489 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $666,450 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$119,961 | TotalNetToOrganizationAmt |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ALUMNI AWARDS | Event1Nm |
| Gross Receipts Event1 | $497,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $320,025 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $176,975 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,651 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $57,437 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $157,570 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $98,152 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $76,038 | OtherDirectExpensesEvent1Amt |
| Event2 | Scripter Awards | Event2Nm |
| Gross Receipts Event2 | $300,530 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $279,430 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,100 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $6,515 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $66,509 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $45,930 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $115,992 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $483,502 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $426,373 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $57,129 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $210 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $4,072 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $21,746 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $218,740 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $177,223 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $61,114 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,281,032 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,025,828 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $255,204 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $210 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $13,238 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $145,692 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $422,240 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $278,275 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $253,144 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,112,799 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$857,595 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,145,567 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,145,567 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $288,330,688 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $272,356,380 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,974,308 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00270 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $291,476,255 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $272,356,380 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $19,119,875 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00320 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,026,956 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,415 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,015,541 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,318,889 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,136,291 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $38,182,598 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00640 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $176,177,336 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $112,533,587 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $63,643,749 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01060 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $328,914,701 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $328,914,701 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $429,481 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $429,481 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $564,867,363 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $461,595,994 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $103,271,369 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01730 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $856,343,618 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $733,952,374 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $122,391,244 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02050 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $41,711 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $41,711 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $96,679 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $96,679 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $138,390 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $138,390 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,085,602 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $356,645,586 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $441,008,042 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$84,362,456 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AMBULATORY SURGICAL | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.2 | OrgProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Facility Reporting GroupFacilityReportingGroupCd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KECK HOSPITAL OF USC | ||||||||||||
| 1 | 1500 SAN PABLO STREET | LOS ANGELES | CA | 90089 | WWW.KECKMEDICINE.ORG | 930000459 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| USC NORRIS CANCER HOSPITAL | ||||||||||||
| 2 | 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90089 | WWW.CANCER.KECKMEDICINE.ORG | 930000267 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| USC VERDUGO HILLS HOSPITAL | ||||||||||||
| 3 | 1812 VERDUGO BLVD | GLENDALE | CA | 91208 | www.uscvhh.org | 930000173 | Yes (X) | Yes (X) | B | Yes (X) | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP TranslatedFAPTranslatedInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Other Actions TakenOtherActionsTakenInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Prospective Medicare MedicaidProspectiveMedicareMedicaidInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 18 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | keckmedicine.org/community-benefit | Yes (X) | Yes (true) | 18 | Yes (true) | keckmedicine.org/community-benefit | false | Yes (true) | Yes (X) | 200. | 350. | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | SEE SECTION C | Yes (X) | SEE SECTION C | Yes (X) | SEE SECTION C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
| B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 18 | Yes (true) | false | false | Yes (true) | Yes (X) | uscvhh.org/giving/community-outreach | Yes (X) | Yes (true) | 18 | Yes (true) | uscvhh.org/giving/community-outreach | false | Yes (true) | Yes (X) | 200. | 350. | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | SEE SECTION C | Yes (X) | SEE SECTION C | Yes (X) | SEE SECTION C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| A | FACILITY REPORTING GROUP A KECK HOSPITAL OF USC & USC NORRIS CANCER HOSPITAL PART V, SECTION B, LINE 5: EIGHT INTERVIEWS FROM FEBRUARY TO MARCH 2019. COMMUNITY STAKEHOLDERS IDENTIFIED BY THE HOSPITAL WERE CONTACTED AND ASKED TO PARTICIPATE IN THE NEEDS ASSESSMENT. INTERVIEWEES INCLUDED INDIVIDUALS WHO ARE LEADERS AND/OR REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY POPULATIONS, LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES THAT HAVE CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY. INPUT WAS OBTAINED FROM THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH. THE IDENTIFIED STAKEHOLDERS WERE INVITED BY EMAIL TO PARTICIPATE IN A PHONE INTERVIEW. APPOINTMENTS FOR THE INTERVIEWS WERE MADE ON DATES AND TIMES CONVENIENT TO THE STAKEHOLDERS. AT THE BEGINNING OF EACH INTERVIEW, THE PURPOSE OF THE INTERVIEW IN THE CONTEXT OF THE NEEDS ASSESSMENT WAS EXPLAINED, THE STAKEHOLDERS WERE ASSURED THEIR RESPONSES WOULD REMAIN CONFIDENTIAL, AND CONSENT TO PROCEED WAS GIVEN. THE FOLLOWING INDIVIDUALS WITH PROMINENT ROLES IN THE MEDICAL COMMUNITY WERE INTERVIEWED: CRISTIN MONDY CYNTHIA SANCHEZ ELIZABETH NAEVAREZ JENNA FIELDS PAUL SIMON QUENTIN O'BRIEN SOPHIA MARTINI WENONAH VALENTINE INTERVIEW QUESTIONS FOCUSED ON THE FOLLOWING TOPICS: - HEALTH ISSUES IN THE COMMUNITY - CHALLENGES AND BARRIERS PEOPLE FACE IN ADDRESSING THESE ISSUES - SOCIOECONOMIC, BEHAVIORAL, OR ENVIRONMENTAL FACTORS CONTRIBUTING TO POOR HEALTH IN THE COMMUNITY - POTENTIAL RESOURCES TO ADDRESS THE IDENTIFIED HEALTH NEEDS, SUCH AS SERVICES, PROGRAMS AND/OR COMMUNITY EFFORTS - ADDITIONAL COMMENTS AND CONCERNS COMMUNITY ENGAGEMENT KECK MEDICINE OF USC AND USC NORRIS CANCER HOSPITAL COMMISSIONED THE NATIONAL HEALTH FOUNDATION (NHF) TO CONDUCT A COMMUNITY ENVIRONMENTAL SCAN. THE PURPOSE OF THE ENVIRONMENTAL SCAN WAS TO CREATE A CLEAR PICTURE OF THE HOSPITAL COMMUNITIES, INCLUDING THEIR SOCIAL, ECONOMIC AND PHYSICAL BARRIERS TO HEALTHY LIVING, AND ENGAGE THE COMMUNITY FOR THEIR PERSPECTIVES ON THESE ISSUES. THE COMMUNITY ENGAGEMENT STRATEGY WAS DESIGNED TO GATHER COMMUNITY INPUT ON DISPARITIES WITHIN THE HOSPITAL'S SERVICE AREA, UNDERSTAND COMMUNITY RESOURCES, GAUGE GAPS IN SERVICES, AND CLARIFY AND ENHANCE THE COMMUNITY PROFILE. DATA COLLECTION OCCURRED IN THREE PHASES: COMMUNITY CANVASSING; FOCUS GROUPS; AND COMMUNITY STAKEHOLDER SURVEYS. COMMENTS FROM COMMUNITY MEMBERS ENGAGED IN THE COMMUNITY ENVIRONMENTAL SCAN ARE PROVIDED THROUGHOUT THE REPORT WHEN AVAILABLE. CANVASSING COMMUNITY CANVASSING OCCURRED AT TWO LARGE EVENTS ACROSS THE HOSPITAL'S SERVICE AREA. THE EVENTS WERE THE BOYLE HEIGHTS CHRISTMAS PARADE AND THE RAMONA GARDENS HOLIDAY GIFT GIVE AWAY. CANVASSING QUESTIONS WERE: 1. WHAT STOPS YOU FROM ACHIEVING YOUR HIGHEST LEVEL OF HEALTH? 2. WHAT DOES YOUR COMMUNITY NEED TO BE HEALTHIER? THE CANVASSING EVENTS ENGAGED 111 RESIDENTS IN A SELF-SERVICE SURVEY WHERE THEY COULD WRITE AND PLACE ANSWERS TO THREE OPEN-ENDED QUESTIONS ON POSTER BOARDS. THIS SURVEY METHOD, BASED ON THE DOT SURVEY TECHNIQUE, WAS USED TO INCREASE ACCESS TO SURVEY QUESTIONS FOR PARTICIPANTS, SHOW TRANSPARENCY WITH COMMUNITY RESIDENTS, AND BE AN INTERACTIVE AND PARTICIPATORY ACTIVITY. FOCUS GROUPS DURING CANVASSING EVENTS, LANGUAGE PREFERENCES FOR FOCUS GROUPS WERE DETERMINED AND COMMUNITY RESIDENTS WERE RECRUITED FOR FOCUS GROUP PARTICIPATION. TEN (10) FOCUS GROUPS ENGAGED 108 PERSONS AND WERE CONDUCTED FROM NOVEMBER 2018 TO MARCH 2019. FOCUS GROUPS WERE HELD AT SCHOOLS, PREDOMINANTLY ATTENDED BY PARENTS OF YOUNG CHILDREN, AND AT COMMUNITY CENTERS AND A CLINIC. ONE FOCUS GROUP WAS CONDUCTED WITH A SENIOR CITIZEN GROUP KNOWN AS FRIENDS OF RAMONA GARDENS AT THEIR LOCAL ADULT RECREATION CENTER. EACH OF THE LOCATIONS WAS CHOSEN FOR ITS EASE OF ACCESS TO COMMUNITY MEMBERS AND THE LIKELIHOOD THOSE NEIGHBORS WOULD BE WILLING TO PARTICIPATE. THE FOCUS GROUP QUESTIONS AIMED TO ENGAGE COMMUNITY RESIDENTS IN DISCUSSING CHALLENGES AND NEEDS FOR IMPROVING THEIR HEALTH. 1. WHAT THINGS IN YOUR COMMUNITY NEGATIVELY AFFECT YOUR HEALTH? HOW ARE THEY AFFECTING YOUR HEALTH? 2. WHAT DO YOU BELIEVE ARE THE MOST SIGNIFICANT HEALTH NEEDS FOR YOU AND MEMBERS OF YOUR COMMUNITY? 3. WHAT HEALTH RESOURCES ARE AVAILABLE IN YOUR COMMUNITY? HOW CAN THESE RESOURCES BETTER SERVE TO IMPROVE THE HEALTH OF YOUR COMMUNITY? 4. ARE YOU AWARE OF ANY RESOURCES IN THE COMMUNITY BEING PROVIDED BY THE HOSPITAL? WHAT WOULD YOU LIKE TO SEE THEM PROVIDE? STAKEHOLDER SURVEYS COMMUNITY STAKEHOLDERS WERE IDENTIFIED DURING COMMUNITY CANVASSING AND FOCUS GROUP RECRUITMENT. THE RESPONDING ELEVEN STAKEHOLDERS REPRESENTED A BROAD RANGE OF INTEREST IN THE HOSPITAL'S SERVICE AREA AND INCLUDED LEADERS IN COMMUNITY ORGANIZATIONS AND SCHOOLS. STAKEHOLDER SURVEYS WERE DEVELOPED AND DISSEMINATED ONCE CANVASSING AND FOCUS GROUP THEMES EMERGED. THE SURVEYS SUMMARIZED THE NEEDS AND CONCERNS OF COMMUNITY RESIDENTS, WHICH ALLOWED THE NHF TEAM TO ASK STAKEHOLDERS MORE DIRECT QUESTIONS REGARDING THE SEVERITY OF THE EMERGING ISSUES. STAKEHOLDERS WERE CONTACTED THROUGH EMAIL OR IN PERSON DURING CANVASSING EVENTS AND WERE ASKED TO PARTICIPATE IN AN ANONYMOUS ONLINE SURVEY BASED ON ISSUES RAISED THROUGH COMMUNITY INPUT. THE ONLINE SURVEY WAS ADMINISTERED USING GOOGLE FORMS AND EMAILED TO STAKEHOLDERS WHO EXPRESSED INTEREST IN PARTICIPATING. THE SURVEY USED A LIKERT SCALE FORMAT AND ASKED STAKEHOLDERS TO RANK HOW STRONGLY THEY AGREED OR DISAGREED WITH COMMUNITY CONCERNS OR ISSUES IN THEIR COMMUNITY. STAKEHOLDERS WERE GIVEN THE OPPORTUNITY TO EXPLAIN OR EXPAND ON THEIR ANSWERS WITH A FILL-IN SECTION FOR EACH QUESTION. PART V, SECTION B, LINE 6(A): THE CHNA WAS CONDUCTED FOR KECK HOSPITAL OF USC AND USC NORRIS CANCER HOSPITAL. PART V, SECTION B, LINE 11: THE IMPLEMENTATION STRATEGY ADOPTED BY EACH HOSPITAL ACTIVELY ADDRESSES THE HEALTH NEEDS THAT WERE IDENTIFIED IN THE 2019 CHNA AS "PRIORITY HEALTH NEEDS." THE NEEDS THAT WILL BE ADDRESSED BY KECK HOSPITAL OF USC THROUGH ITS COMMUNITY BENEFIT PROGRAMS AND ACTIVITIES ARE: - CHRONIC DISEASES - MENTAL HEALTH - PREVENTATIVE PRACTICES THE NEEDS THAT WILL BE ADDRESSED BY USC NORRIS CANCER HOSPITAL THROUGH ITS COMMUNITY BENEFIT PROGRAMS AND ACTIVITIES ARE: - CANCER AND TREATMENT - OVERWEIGHT/OBESITY - PREVENTATIVE PRACTICES THE IMPLEMENTATION STRATEGIES ADOPTED BY KECK HOSPITAL OF USC AND NORRIS CANCER HOSPITAL ACTIVELY ADDRESS HEALTH NEEDS THAT WERE IDENTIFIED IN THE 2019 CHNA AS PRIORITY HEALTH NEEDS. KECK HOSPITAL OF USC AND NORRIS CANCER HOSPITAL PLAN TO MEET THE IDENTIFIED PRIORITY HEALTH NEEDS THROUGH A COMMITMENT OF RESOURCES WITH SPECIFIC PROGRAMS AND SERVICES. FOR EACH HEALTH NEED THE HOSPITAL PLANS TO ADDRESS, THE IMPLEMENTATION STRATEGY FOR EACH HOSPITAL DESCRIBES: ACTIONS THE HOSPITALS INTEND TO TAKE, INCLUDING PROGRAMS AND RESOURCES THEY PLAN TO COMMIT, PLANNED COLLABORATION BETWEEN THE HOSPITALS AND COMMUNITY ORGANIZATIONS, AND ANTICIPATED IMPACTS OF THESE ACTIONS. CERTAIN OTHER HEALTH NEEDS WERE IDENTIFIED BUT ARE NOT SPECIFICALLY ADDRESSED IN THE IMPLEMENTATION STRATEGY. THESE INCLUDE, FOR EXAMPLE: ACCESS TO HEALTH CARE, HOUSING AND HOMELESSNESS, SEXUALLY TRANSMITTED INFECTIONS/HIV/AIDS. WHILE THE HOSPITALS ADDRESS THESE ISSUES ON A DAY TO DAY BASIS IN THE NORMAL COURSE OF OPERATIONS, THEY HAVE CHOSEN NOT TO FOCUS THESE IMPLEMENTATION PLANS ON THESE OTHER NEEDS BECAUSE THEY BELIEVE THEY CAN HAVE A GREATER IMPACT ON THE PRIORITY HEALTH NEEDS SELECTED. THESE OTHER HEALTH NEEDS ARE LESS ALIGNED WITH THE HOSPITALS' STRATEGIC INITIATIVES. PART V, SECTION B, LINE 16(A)-(C): WWW.KECKMEDICINE.ORG/FINANCIAL-ASSISTANCE-PROGRAM/ PART V, SECTION B, LINE 16(J): PLEASE REFER TO PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE IN PART VI. PART V, SECTION B, LINE 20(E): THE HOSPITALS NOTIFIED INDIVIDUALS OF THE FINANCIAL ASSISTANCE POLICY IN COMMUNICATIONS WITH THE INDIVIDUALS REGARDING THE INDIVIDUALS' BILLS. |
| B | FACILITY REPORTING GROUP B USC VERDUGO HILLS HOSPITAL PART V, SECTION B, LINE 5: TWELVE INTERVIEWS WERE COMPLETED FROM JANUARY TO MARCH 2019. COMMUNITY STAKEHOLDERS IDENTIFIED BY THE HOSPITAL WERE CONTACTED AND ASKED TO PARTICIPATE IN THE NEEDS ASSESSMENT. INTERVIEWEES INCLUDED INDIVIDUALS WHO ARE LEADERS AND/OR REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES THAT HAVE CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY. INPUT WAS OBTAINED FROM THE LOS ANGELES DEPARTMENT OF PUBLIC HEALTH. THE IDENTIFIED STAKEHOLDERS WERE INVITED BY EMAIL TO PARTICIPATE IN A PHONE INTERVIEW. APPOINTMENTS FOR THE INTERVIEWS WERE MADE ON DATES AND TIMES CONVENIENT TO THE STAKEHOLDERS. AT THE BEGINNING OF EACH INTERVIEW, THE PURPOSE OF THE INTERVIEW IN THE CONTEXT OF THE NEEDS ASSESSMENT WAS EXPLAINED, THE STAKEHOLDERS WERE ASSURED THEIR RESPONSES WOULD REMAIN CONFIDENTIAL, AND CONSENT TO PROCEED WAS GIVEN. THE FOLLOWING INDIVIDUALS WITH PROMINENT ROLES IN THE MEDICAL COMMUNITY WERE INTERVIEWED: RACHEL ABELSON ARA AIRAPETIAN LUCINDA GUARINO TOYIN INDEHEN KIMIKO KELLY MARY LYNNE KNIGHTON RACHEL KOONSE CRISTIN MONDY CHRISTIAN PORT PAUL SIMON CODY SMITH NAYRI VARTAINIAN INTERVIEW QUESTIONS FOCUSED ON THE FOLLOWING TOPICS: - HEALTH ISSUES IN THE COMMUNITY - CHALLENGES AND BARRIERS PEOPLE FACE IN ADDRESSING THESE ISSUES - SOCIOECONOMIC, BEHAVIORIAL, OR ENVIRONMENTAL FACTORS CONTRIBUTING TO POOR HEALTH IN THE COMMUNITY - POTENTIAL RESOURCES TO ADDRESS THE IDENTIFIED HEALTH NEEDS, SUCH AS SERVICES PROGRAMS AND/OR COMMUNITY EFFORTS - ADDITIONAL COMMENTS AND CONCERNS COMMUNITY ENGAGEMENT KECK MEDICINE COMMISSIONED THE NATIONAL HEALTH FOUNDATION (NHF) TO CONDUCT A COMMUNITY ENVIRONMENTAL SCAN TO CREATE A MORE THREE DIMENSIONAL PICTURE OF THE HOSPITAL COMMUNITIES, INCLUDING THEIR SOCIAL, ECONOMIC AND PHYSICAL BARRIERS TO HEALTHY LIVING, AND ENGAGE THE COMMUNITY FOR THEIR PERSPECTIVES ON THESE ISSUES. THE COMMUNITY ENGAGEMENT STRATEGY WAS DESIGNED TO GATHER COMMUNITY INPUT ON DISPARITIES WITHIN THE HOSPITAL'S SERVICE AREA, UNDERSTAND COMMUNITY RESOURCES, GAUGE GAPS IN SERVICES, CLARIFY AND ENHANCE THE COMMUNITY PROFILE AND PROVIDE RECOMMENDATIONS FOR STRATEGIES AND INVESTMENTS THAT COULD ADDRESS COMMUNITY CONCERNS AND HEALTH DISPARITIES. DATA COLLECTION OCCURRED IN THREE PHASES: COMMUNITY CANVASSING; FOCUS GROUPS; AND COMMUNITY STAKEHOLDER SURVEYS. CANVASSING COMMUNITY CANVASSING OCCURRED AT FOUR LARGE EVENTS ACROSS THE HOSPITAL'S SERVICE AREA: SUNLAND-TUJUNGA FARMERS' MARKET; TWO COMMUNITY MOVIE NIGHTS HOSTED BY LOS ANGELES CITY COUNCIL MEMBER MONICA RODRIGUEZ (LOS ANGELES COUNCIL DISTRICT 7) AT RECREATION CENTERS IN SYLMAR AND LAKE VIEW TERRACE; AND AT "CONCERT IN THE PARK" AT VERDUGO HILLS PARK HOSTED BY THE CITY OF GLENDALE COMMUNITY SERVICE AND PARKS DEPARTMENT. CANVASSING QUESTIONS WERE: 1. WHAT DOES A HEALTHY COMMUNITY LOOK LIKE TO YOU? 2. WHAT STOPS YOU FROM ACHIEVING YOUR HIGHEST LEVEL OF HEALTH? 3. WHAT DOES YOUR COMMUNITY NEED TO BE HEALTHIER? THE CANVASSING EVENTS ENGAGED 71 RESIDENTS IN A SELF-SERVICE SURVEY WHERE THEY COULD WRITE AND PLACE ANSWERS TO THREE OPEN-ENDED QUESTIONS ON POSTER BOARDS. THIS SURVEY METHOD, BASED ON THE DOT SURVEY TECHNIQUE, WAS USED TO INCREASE ACCESS TO SURVEY QUESTIONS FOR PARTICIPANTS, SHOW TRANSPARENCY WITH COMMUNITY RESIDENTS, BE AN INTERACTIVE AND PARTICIPATORY ACTIVITY, AND INCREASE EASE FOR TALLYING ANSWERS. FOCUS GROUPS DURING CANVASSING EVENTS, LANGUAGE PREFERENCES FOR FOCUS GROUPS WERE DETERMINED AND COMMUNITY RESIDENTS WERE RECRUITED FOR FOCUS GROUPS PARTICIPATION. SIX (6) FOCUS GROUPS ENGAGED 65 PERSONS AND WERE CONDUCTED FROM JULY TO OCTOBER, 2018. FOCUS GROUPS WERE PRIMARILY HELD AT PARENT CENTERS IN ELEMENTARY AND MIDDLE SCHOOLS, PREDOMINANTLY ATTENDED BY PARENTS OF YOUNG CHILDREN. ONE FOCUS GROUP WAS HELD FOR SENIOR CITIZENS AT AN ADULT RECREATION COMPLEX AND ANOTHER CONSISTED OF HIGH SCHOOL YOUTH. EACH OF THESE LOCATIONS WAS CHOSEN FOR ITS EASE OF ACCESS TO COMMUNITY MEMBERS AND THE LIKELIHOOD THOSE NEIGHBORS WOULD BE WILLING TO PARTICIPATE. THE FOCUS GROUP QUESTIONS AIMED TO ENGAGE COMMUNITY RESIDENTS IN DISCUSSING CHALLENGES AND NEEDS FOR IMPROVING THEIR HEALTH. 1. WHAT THINGS IN YOUR COMMUNITY NEGATIVELY AFFECT YOUR HEALTH? HOW ARE THEY AFFECTING YOUR HEALTH? 2. WHAT DO YOU BELIEVE ARE THE MOST SIGNIFICANT HEALTH NEEDS FOR YOU AND MEMBERS OF YOUR COMMUNITY? 3. WHAT HEALTH RESOURCES ARE AVAILABLE IN YOUR COMMUNITY? HOW CAN THESE RESOURCES BETTER SERVE TO IMPROVE THE HEALTH OF YOUR COMMUNITY? 4. ARE YOU AWARE OF ANY RESOURCES IN THE COMMUNITY BEING PROVIDED BY THE HOSPITAL? WHAT WOULD YOU LIKE TO SEE THEM PROVIDE? STAKEHOLDER SURVEYS COMMUNITY STAKEHOLDERS WERE IDENTIFIED DURING COMMUNITY CANVASSING AND FOCUS GROUP RECRUITMENT. EXECUTIVE LEADERS IN COMMUNITY ORGANIZATIONS OR SCHOOLS, OR INDIVIDUALS HEAVILY INVOLVED IN ADDRESSING COMMUNITY ISSUES THROUGH LOCAL GOVERNMENT WERE IDENTIFIED AS QUALIFIED STAKEHOLDERS. THE RESPONDING STAKEHOLDERS REPRESENTED A BROAD RANGE OF INTEREST IN THE HOSPITAL'S SERVICES AREA AND INCLUDED NONPROFIT LEADERS, SCHOOL PRINCIPALS, POLICE DEPARTMENT REPRESENTATIVES AND LOCAL GOVERNMENT OFFICIALS. STAKEHOLDER SURVEYS WERE DEVELOPED AND DISSEMINATED ONCE CANVASSING AND FOCUS GROUP THEMES EMERGED. THE SURVEYS SUMMARIZED THE NEEDS AND CONCERNS OF COMMUNITY RESIDENTS, WHICH ALLOWED THE NHF TEAM TO ASK STAKEHOLDERS MORE DIRECT QUESTIONS REGARDING THE SEVERITY OF THE EMERGING ISSUES. STAKEHOLDERS WERE CONTACTED THROUGH EMAIL OR IN PERSON DURING CANVASSING EVENTS AND WERE ASKED TO PARTICIPATE IN AN ANONYMOUS ONLINE SURVEY BASED ON CONCERNS RAISED THROUGH COMMUNITY INPUT. THE ONLINE SURVEY WAS ADMINISTERED USING GOOGLE FORMS AND EMAILED TO STAKEHOLDERS WHO EXPRESSED INTEREST IN PARTICIPATING. THE SURVEY USED A LIKERT SCALE FORMAT AND ASKED STAKEHOLDERS TO RANK HOW STRONGLY THEY AGREED OR DISAGREED WITH COMMUNITY CONCERNS OR ISSUES BEING PRESENT IN THEIR COMMUNITY. STAKEHOLDERS WERE GIVEN THE OPPORTUNITY TO EXPLAIN OR EXPAND ON THEIR ANSWER WITH A FILL-IN SECTION BELOW EACH QUESTION. TWELVE STAKEHOLDERS RESPONDED TO THE SURVEY. PART V, SECTION B, LINE 11: THE SIGNIFICANT HEALTH NEEDS IDENTIFIED FROM THE 2019 CHNA WERE PRIORITIZED BY COMMUNITY STAKEHOLDERS THROUGH A STRUCTURED PROCESS USING DEFINED CRITERIA. THIS IMPLEMENTATION STRATEGY FOCUSES ON THE PRIORITY HEALTH NEEDS THAT WILL BE ADDRESSED BY USC VERDUGO HILLS HOSPITAL THROUGH ITS COMMUNITY BENEFIT PROGRAMS AND ACTIVITIES. THEY ARE: - ACCESS TO HEALTH CARE - CHRONIC DISEASES - MENTAL HEALTH - PREVENTIVE PRACTICES - SENIOR HEALTH THE 2019 IMPLEMENTATION STRATEGY ADOPTED BY USC VERDUGO HILLS HOSPITAL ACTIVELY ADDRESSES HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA AS PRIORITY HEALTH NEEDS. USC VERDUGO HILLS HOSPITAL PLANS TO MEET THE IDENTIFIED PRIORITY HEALTH NEEDS THROUGH A COMMITMENT OF RESOURCES WITH SPECIFIC PROGRAMS AND SERVICES. FOR EACH HEALTH NEED THE HOSPITAL PLANS TO ADDRESS, THE IMPLEMENTATION STRATEGY DESCRIBES: ACTIONS THE HOSPITAL INTENDS TO TAKE, INCLUDING PROGRAMS AND RESOURCES IT PLANS TO COMMIT, PLANNED COLLABORATION BETWEEN THE HOSPITAL AND COMMUNITY ORGANIZATIONS, AND ANTICIPATED IMPACTS OF THESE ACTIONS. IN ADDITION TO THE SPECIFIC STRATEGIES FOR THE SELECTED PRIORITY HEALTH NEEDS, USC VERDUGO HILLS HOSPITAL WILL INVESTIGATE THE DEVELOPMENT OF A COMMUNITY GRANTS PROGRAM TO PROVIDE FINANCIAL AND IN-KIND SUPPORT TO COMMUNITY ORGANIZATIONS ADDRESSING THESE NEEDS. OTHER HEALTH NEEDS WERE IDENTIFIED BUT ARE NOT SPECIFICALLY ADDRESSED IN THE IMPLEMENTATION STRATEGY. THESE INCLUDE: ECONOMIC INSECURITY, DENTAL CARE, OVERWEIGHT AND OBESITY, SEXUALLY TRANSMITTED INFECTIONS, SUBSTANCE USE AND MISUSE, AND TRANSPORTATION. WHILE THESE ISSUES ARE ADDRESSED ON A DAY-TO-DAY BASIS IN THE NORMAL COURSE OF OPERATIONS, THE HOSPITAL HAS CHOSEN NOT TO FOCUS THIS IMPLEMENTATION PLAN ON THESE OTHER NEEDS AS IT BELIEVES THAT IT CAN HAVE A GREATER IMPACT ON THE PRIORITY HEALTH NEEDS THAT WERE SELECTED. THESE OTHER HEALTH NEEDS ARE LESS ALIGNED WITH THE HOSPITAL'S STRATEGIC INITIATIVES. PART V, SECTION B, LINE 16(A)-(C): HTTPS://USCVHH.ORG/PATIENTS-AND-VISITORS/FINANCIAL-INFORMATION PART V, SECTION B, LINE 16(J): PLEASE REFER TO PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE IN PART VI. PART V, SECTION B, LINE 20(E): THE HOSPITALS NOTIFIED INDIVIDUALS OF THE FINANCIAL ASSISTANCE POLICY IN COMMUNICATIONS WITH THE INDIVIDUALS REGARDING THE INDIVIDUALS' BILLS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USC ENGEMANN STUDENT HEALTH CENTER (UPC) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 WEST 34TH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900893261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | OUTPATIENT CLINIC | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | THE DISCOUNT AMOUNT IS BASED ON FAMILY INCOME COMPARED TO THE FEDERAL POVERTY LEVEL ("FPL") FOR THE CURRENT YEAR. PATIENTS WITH FAMILY INCOME UNDER 200% FPL WILL BE ELIGIBLE FOR FREE CARE FOR THE DATES OF SERVICES FOR WHICH AN APPLICATION IS COMPLETED. UNINSURED OR UNDER-INSURED PATIENTS WITH FAMILY INCOME BETWEEN 201% AND 350% FPL WILL BE ELIGIBLE FOR CARE AT A SLIDING SCALE DISCOUNT. UNINSURED PATIENTS WHOSE FAMILY INCOME EXCEEDS 350% OF THE FPL WILL RECEIVE THE COMPACT DISCOUNTED RATE. IF IT IS DETERMINED THAT THE FAMILY INCOME IS ABOVE 400% OF THE FPL, THE HOSPITALS MAY STILL CONSIDER THE PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE AND REQUIRE THE FOLLOWING INFORMATION BE PROVIDED: INDIVIDUAL OR FAMILY NET WORTH, INCLUDING ASSETS, BOTH LIQUID AND NON-LIQUID, LIABILITIES AND CLAIMS AGAINST ASSETS; EMPLOYMENT STATUS WILL BE CONSIDERED IN THE CONTEXT OF WHETHER THE LIKELIHOOD OF FUTURE EARNINGS WILL BE SUFFICIENT TO MEET THE COST OF PAYING FOR HEALTHCARE SERVICES WITHIN A REASONABLE PERIOD OF TIME; UNUSUAL EXPENSES OR LIABILITIES; AND ADDITIONAL INFORMATION AS REQUIRED FOR SPECIAL CIRCUMSTANCES. |
| PART I, LINE 7: | THE AMOUNTS REPORTED IN PART I, LINE 7 FOLLOW THE FORM 990, SCHEDULE H INSTRUCTIONS BY ADDRESSING ALL PATIENT SEGMENTS. THE TOTAL PERCENTAGE OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST ON LINE 7 WAS CALCULATED (USING A COST TO CHARGE RATIO) FOR FY19 ON A UNIVERSITY-WIDE BASIS AS REQUIRED PER THE FORM 990 INSTRUCTIONS. THE CALCULATION ON A HOSPITAL-ONLY BASIS WOULD RESULT IN A TOTAL PERCENTAGE OF 8.28%, CONSISTENT WITH PEER ORGANIZATIONS. PART II, LINE 8: USC VERDUGO HILLS ECONOMIC DEVELOPMENT: USC VERDUGO HILLS HOSPITAL ACTIVELY SUPPORTED ISSUES IMPACTING COMMUNITY HEALTH AND SAFETY BY PARTNERING WITH THE LA CAADA FLINTRIDGE CHAMBER OF COMMERCE, CRESCENTA VALLEY CHAMBER OF COMMERCE, THE GLENDALE CHAMBER OF COMMERCE, SUNLAND-TUJUNGA CHAMBER OF COMMERCE, THE MONTROSE VERDUGO CITY CHAMBER OF COMMERCE, AND THE GLENDALE AND LA CAADA KIWANIS CLUB. IN FY2019, THE HOSPITAL HOSTED A LA CANADA CHAMBER OF COMMERCE SUMMER INTERN. USC VERDUGO HILLS COMMUNITY SUPPORT: USC VERDUGO HILLS HOSPITAL COLLABORATED WITH A NUMBER OF COMMUNITY PARTNERS IN SUPPORT OF COMMUNITY HEALTH ORGANIZATIONS AND THE BUSINESS COMMUNITY. EFFORTS INCLUDED OUTREACH AND PLANNING TO SUPPORT COMMUNITY EFFORTS. EXAMPLES OF ORGANIZATIONAL PARTNERSHIP MEETINGS INCLUDED THE GLENDALE HEALTH SUMMIT AND THE GLENDALE HEALTHY COMMUNITY COALITION. COALITION BUILDING AND ADVOCACY: HOSPITAL REPRESENTATIVES SERVE ON A NUMBER OF LOCAL, REGIONAL, AND STATE LEVEL ORGANIZATIONS AND COMMITTEES THAT ADDRESS HEALTH IMPROVEMENT AND SUPPORT PROFESSIONAL HEALTH ORGANIZATIONS. USC VERDUGO HILLS HOSPITAL ENGAGED IN ADVOCACY EFFORTS THAT SUPPORTED ACCESS TO HEALTH CARE. USC KECK AND NORRIS WORKFORCE DEVELOPMENT: KECK MEDICINE OF USC CONTINUED ITS EFFORTS TO ENGAGE STUDENTS FROM LOCAL LOS ANGELES SCHOOLS THAT TYPICALLY ENROLL UNDERSERVED STUDENTS. 68 STUDENTS FROM THE BRAVO MEDICAL MAGNET HIGH SCHOOL PARTICIPATED IN A JOB SHADOWING AND MENTORING PROGRAM. EACH SEMESTER, THREE CLASSES OF STUDENTS SPEND 7.5 HOURS A WEEK WORKING WITH STAFF IN A VARIETY OF ROLES AND DEPARTMENTS. ESTABLISHED IN 1970, USC'S MED-COR PROGRAM, WHICH STANDS FOR MEDICAL COUNSELING ORGANIZING AND RECRUITING, WORKS WITH HIGH SCHOOL STUDENTS OF COLOR TO HELP PREPARE THEM FOR CAREERS IN THE HEALTH PROFESSIONS. 12 STUDENTS WERE PROVIDED STRUCTURED ACADEMIC ENRICHMENT IN THE AREAS OF MATHEMATICS, SCIENCE, AND ENGLISH AS WELL AS ACADEMIC COUNSELING, SAT ASSISTANCE, AND SUMMER INTERNSHIPS AT LOCAL HOSPITALS. THE PROGRAM SERVES STUDENTS FROM FOUR LOCAL SCHOOLS: FRANCISCO BRAVO MEDICAL MAGNET HIGH SCHOOL, KING-DREW MEDICAL MAGNET HIGH SCHOOL, ORTHOPAEDIC HOSPITAL MEDICAL MAGNET HIGH SCHOOL AND VAN NUYS HIGH SCHOOL. AN INTERNSHIP EXPERIENCE ENGAGED 12TH GRADE PASADENA UNIFIED SCHOOL DISTRICT STUDENTS IN A SERIES OF LECTURES ABOUT HEALTH CARE. THE STUDENTS HEARD FROM HOSPITAL STAFF AND TOURED THE HOSPITAL. THEY VIEWED A SURGERY AND GOT TO SEE THE BEHIND THE SCENES WORK OF A NUMBER OF DEPARTMENTS, INCLUDING THE LABORATORY AND PHARMACY. KECK MEDICINE AND KECK HOSPITAL WORKED WITH ALTAMED HEALTH SERVICES (A FEDERALLY QUALIFIED HEALTH CENTER) TO CO-SPONSOR AMERICORPS INTERNS. THE FOCUS WAS TO PROMOTE HEALTH CAREER DEVELOPMENT IN LOCAL SCHOOLS AND JOB TRAINING. KECK MEDICINE WORKED WITH LA HIRE YOUTH TO EMPLOY 12 STUDENTS OVER THE SUMMER, PROVIDING THEM THE SKILLS AND CONFIDENCE NEEDED TO PURSUE A JOB IN THE HEALTH CARE FIELD. DEMONSTRATING OUR COMMITMENT TO BUILDING A DIVERSE WORKFORCE, KECK MEDICINE OF USC SUPPORTED THE NATIONAL ORGANIZATION OF GAY AND LESBIAN SCIENTISTS AND TECHNICAL PROFESSIONALS INC.'S (NOGLSTP) OUT TO INNOVATE SUMMIT TO PROMOTE AN EDUCATIONAL AND SUPPORTIVE ENVIRONMENT FOR CAREER DEVELOPMENT FOR THE LGBTQ+ COMMUNITY. ADDITIONALLY, WE SPONSORED THE 4TH ANNUAL NATIONAL DIVERSITY COUNCIL'S LATINO LEADERSHIP CONFERENCE, SUPPORTING DIVERSITY IN HOSPITAL ADMINISTRATION LEADERSHIP. |
| PART III, LINE 2: | THE DETERMINATION OF CHARITY CARE GENERALLY SHOULD BE MADE AT THE TIME OF ADMISSION, OR SHORTLY THEREAFTER. HOWEVER, EVENTS AFTER DISCHARGE MAY CHANGE THE ABILITY OF THE PATIENT TO PAY. DESIGNATION AS CHARITY CARE WILL ONLY BE CONSIDERED AFTER ALL PAYMENT SOURCES HAVE BEEN EXHAUSTED. HOSPITAL CHARGES FOR PATIENT ACCOUNTS IDENTIFIED AS CHARITY CARE AT THE TIME OF ADMISSION OR SERVICE ARE NOT RECOGNIZED BY THE FACILITY AS NET REVENUES OR NET RECEIVABLES. IF PATIENT ACCOUNTS ARE IDENTIFIED AS CHARITY CARE SUBSEQUENT TO THE FACILITY RECOGNIZING THE CHARGES AS REVENUE, AN ADJUSTMENT IS REQUIRED TO CLASSIFY APPROPRIATELY THE REVENUE AND ANY BAD DEBT EXPENSE PREVIOUSLY RECORDED. PART III, LINE 4: NET PATIENT SERVICE REVENUE IS REPORTED AT ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD PARTY PAYORS, GOVERNMENT PROGRAMS AND OTHERS IN THE PERIOD IN WHICH SERVICES ARE PROVIDED. THE MAJORITY OF THE HOSPITALS' SERVICES ARE RENDERED TO PATIENTS WITH COMMERCIAL OR MANAGED CARE INSURANCE, OR UNDER THE FEDERAL MEDICARE AND CALIFORNIA STATE MEDI-CAL PROGRAMS. REIMBURSEMENT FROM THESE VARIOUS PAYORS IS BASED ON A COMBINATION OF PROSPECTIVELY DETERMINED RATES, DISCOUNTS FROM CHARGES AND HISTORICAL COSTS. AMOUNTS RECEIVED UNDER THE MEDICARE PROGRAM ARE SUBJECT TO RETROACTIVE SETTLEMENTS BASED ON REVIEW AND FINAL DETERMINATION BY PROGRAM INTERMEDIARIES OR THEIR AGENTS. PROVISIONS FOR CONTRACTUAL ADJUSTMENTS AND RETROACTIVE SETTLEMENTS RELATED TO THOSE PAYORS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ADJUSTED IN FUTURE PERIODS AS ADDITIONAL INFORMATION BECOMES KNOWN OR AS FINAL SETTLEMENTS ARE DETERMINED. HEALTHCARE SERVICES REVENUES ALSO INCLUDE THE REVENUES ASSOCIATED WITH THE PROFESSIONAL SERVICES AGREEMENT WITH THE COUNTY OF LOS ANGELES. THE ALLOWANCES FOR DOUBTFUL ACCOUNTS ARE BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS. PERIODICALLY THROUGHOUT THE YEAR MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. |
| PART III, LINE 8: | THE MEDICARE SHORTFALL OF ($84,362,456) REPORTED IN PART III, LINE 7 SHOULD BE TREATED AS A COMMUNITY BENEFIT BECAUSE THE RATES PAID BY MEDICARE DO NOT ACCURATELY REFLECT THE COST OF CARE PROVIDED BY THE HOSPITALS. ACCORDINGLY, THE HOSPITALS MUST SUBSIDIZE THE COST OF CARE PROVIDED TO MEDICARE BENEFICIARIES WITH OTHER REVENUES. THE COSTING METHODOLOGY USED TO CALCULATE MEDICARE ALLOWABLE COSTS OF CARE REPORTED ON PART III, LINE 6 WAS USING A COST-TO-CHARGE RATIO. |
| PART III, LINE 9B: | AS PART OF THEIR MISSION, THE HOSPITALS PROVIDE SERVICES AND A BROAD ARRAY OF BENEFITS TO THE COMMUNITY. THE HOSPITALS' PATIENT ACCEPTANCE POLICY IS BASED ON THEIR MISSION STATEMENTS AND THEIR COMMUNITY SERVICES RESPONSIBILITIES. ACCORDINGLY, THE HOSPITALS ACCEPT PATIENTS IN IMMEDIATE NEED OF CARE, REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITALS DO NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE BASED ON ESTABLISHED POLICIES OF THE HOSPITALS. THESE POLICIES DEFINE CHARITY SERVICES AS THOSE SERVICES FOR WHICH NO PAYMENT IS DUE FOR ALL OR A PORTION OF THE PATIENT'S BILL. SEE ALSO SCHEDULE H, PART III, LINE 4. PART IV, LINE 1, COLUMN (A): NAME OF ENTITY: BEVERLY HILLS DOCTORS SURGERY CENTER LLC |
| PART VI, LINE 2: | NEEDS ASSESSMENT: IN ADDITION TO THE TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT, HEALTH NEEDS ARE MONITORED BY: THE HEALTH SYSTEM BOARD MEMBERS WHO ARE COMMUNITY RESIDENTS SHARE COMMUNITY HEALTH CONCERNS WHEN APPROPRIATE; COMMUNITY COMMENTS ON THE TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY ARE COLLECTED ON THE HOSPITAL WEBSITE AND ARE MONITORED BY THE COMMUNITY BENEFIT AND OUTREACH DEPARTMENT; AND EACH FACILITY IDENTIFIED ON PART V OF SCHEDULE H HAS SYSTEMS TO ENGAGE COMMUNITY MEMBERS TO PROVIDE ON COMMUNITY HEALTH CARE NEEDS. COMMUNITY INVOLVEMENT OCCURS AND FEEDBACK IS OBTAINED THROUGH SERVICE ON COMMITTEES, INPUT ON NEEDS ASSESSMENTS, TOWN HALL/LISTENING SESSIONS OR INPUT THROUGH SOCIAL MEDIA OUTLETS. |
| PART VI, LINE 3: | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: USC HOSPITALS SHALL POST NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. THESE NOTICES WILL BE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT AREAS OF THE HOSPITALS. NOTICES SHALL ALSO BE POSTED IN THE ADMITTING AND FINANCIAL SERVICES DEPARTMENTS. EACH HOSPITAL SHALL PROVIDE PATIENTS WITH A WRITTEN DOCUMENT THAT CONTAINS INFORMATION ABOUT AVAILABILITY OF THE HOSPITALS' DISCOUNT PAYMENT AND CHARITY CARE POLICIES, INCLUDING INFORMATION ABOUT ELIGIBILITY, AS WELL AS CONTACT INFORMATION FOR A HOSPITAL EMPLOYEE OR OFFICE FROM WHICH THE PERSON MAY OBTAIN FURTHER INFORMATION ABOUT THESE POLICIES. THE NOTICE SHALL ALSO BE PROVIDED TO PATIENTS WHO RECEIVE OUTPATIENT CARE AND WHO MAY BE BILLED FOR THE CARE, BUT WHO WERE NOT ADMITTED. THE NOTICE SHALL BE PROVIDED IN ENGLISH, AND IN LANGUAGES OTHER THAN ENGLISH. THE LANGUAGES TO BE PROVIDED SHALL BE DETERMINED IN A MANNER SIMILAR TO THAT REQUIRED PURSUANT TO SECTION 12693.30 OF THE INSURANCE CODE (THRESHOLD LANGUAGES ARE SPANISH AND THOSE LANGUAGES SPOKEN BY 5% OF PATIENTS). DATA MAILERS SENT TO PATIENTS AS PART OF THE ROUTINE BILLING PROCESS WILL CONTAIN INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAM. WRITTEN CORRESPONDENCE TO THE PATIENT REQUIRED BY THIS ARTICLE SHALL ALSO BE IN THE LANGUAGE SPOKEN BY THE PATIENT, CONSISTENT WITH SECTION 12693.30 OF THE INSURANCE CODE AND APPLICABLE STATE AND FEDERAL LAW. AT USC VERDUGO HILLS HOSPITAL, THE FAIR PRICING POLICY IS DESCRIBED TO PATIENTS AND FAMILIES UPON REGISTRATION. THE POLICY IS POSTED AND FORMS ARE MAILED TO PATIENTS AT TIME OF INITIAL BILLING. THE HOSPITALS ALSO ASSIST PATIENTS WITH UNDERSTANDING AND LINKING THEM TO MEDI-CAL. |
| PART VI, LINE 4: | COMMUNITY INFORMATION: KECK HOSPITAL OF USC KECK HOSPITAL OF USC IS LOCATED EAST OF DOWNTOWN LOS ANGELES ON USC'S HEALTH SCIENCES CAMPUS. THE HOSPITAL DRAWS PRIMARILY ADULT PATIENTS REGIONALLY FROM SOUTHERN CALIFORNIA, WITH A PRIMARY SERVICE AREA OF LOS ANGELES COUNTY, CALIFORNIA. USC NORRIS CANCER HOSPITAL IS ALSO LOCATED EAST OF DOWNTOWN LOS ANGELES ON USC'S HEALTH SCIENCES CAMPUS. THE HOSPITAL TREATS ADULT CANCER PATIENTS. WHILE THE HOSPITAL DRAWS PATIENTS INTERNATIONALLY, NATIONALLY, REGIONALLY, ITS PRIMARY SERVICE AREA IS LOS ANGELES COUNTY, CALIFORNIA. THE POPULATION OF L.A. COUNTY IS 10,057,155. CHILDREN AND YOUTH (AGES 0-17) MAKE UP 22.8% OF THE POPULATION; 39.9% ARE 18-44 YEARS OF AGE; 25.0% ARE 45-64; AND 12.2% OF THE POPULATION ARE OLDER ADULTS, 65 YEARS OF AGE AND OLDER. THE MAJORITY POPULATION'S RACE/ETHNICITY IN THE LOS ANGELES COUNTY IS HISPANIC OR LATINO (48.3%). WHITES MAKE UP 26.7% OF THE POPULATION. ASIANS COMPRISE 14.1% OF THE POPULATION, AND AFRICAN AMERICANS ARE 8% OF THE POPULATION. NATIVE AMERICANS, HAWAIIANS, AND OTHER RACES COMBINED TOTAL 2.9% OF THE POPULATION. IN LA COUNTY, SPANISH IS SPOKEN IN 39.4% OF THE HOMES, 43.3% OF THE RESIDENTS SPEAK ENGLISH ONLY, AND 10.9% SPEAK AN ASIAN LANGUAGE. EDUCATIONAL ATTAINMENT IS CONSIDERED A KEY DRIVER OF HEALTH STATUS, WITH LOW LEVELS OF EDUCATION LINKED TO POVERTY AND POOR HEALTH. IN THE COUNTY, 77.7% OF THE ADULT POPULATION, 25 YEARS AND OLDER, HAVE OBTAINED A HIGH SCHOOL DIPLOMA OR HIGHER. THIS IS LOWER THAN THE STATE RATE OF 82.1%. THE RATE OF POVERTY IN THE COUNTY IS 22.6%, WHICH IS HIGHER THAN THE STATE OVERALL (15.8%). POVERTY INCREASES FOR THE POPULATION AT OR BELOW 200% OF FPL AS 45.0% OF COUNTY RESIDENTS ARE AT 200% OF FPL. IN LOS ANGELES COUNTY, CHILDREN SUFFER WITH HIGHER RATES OF POVERTY THAN THE GENERAL POPULATION. IN THE SERVICE AREA, 30.4% OF CHILDREN, UNDER AGE 18 YEARS, ARE LIVING IN POVERTY. AMONG FAMILIES WHERE THERE IS A FEMALE HEAD OF HOUSEHOLD AND CHILDREN UNDER 18 YEARS OLD, 26.3% IN THE COUNTY LIVE IN POVERTY. USC VERDUGO HILLS HOSPITAL USC VERDUGO HILLS HOSPITAL IS LOCATED AT 1812 VERDUGO BOULEVARD, GLENDALE, CALIFORNIA, 91208. THE HOSPITAL SERVES THE COMMUNITIES OF ALTADENA, EAGLE ROCK, GLENDALE, HIGHLAND PARK, LA CAADA, FLINTRIDGE, LA CRESCENTA, MONTROSE, PASADENA, SUNLAND, SYLMAR, TUJUNGA, GLASSELL PARK, LOS ANGELES, AND SUN VALLEY. THE POPULATION OF THE SERVICE AREA IS 666,468. CHILDREN AND YOUTH (AGES 0-17) MAKE UP 20.1% OF THE POPULATION; 64.9% ARE 18-64 YEARS OF AGE; AND 15.0% OF THE POPULATION ARE 65 YEARS OF AGE AND OLDER. THE RACIAL/ETHNIC COMPOSITION OF THE AREA IS HIGHLY DIVERSE, WHITES MAKE UP 45.9% OF THE SERVICE AREA, HISPANIC OR LATINOS 33.0%, ASIANS 14.0% AND AFRICAN AMERICANS 4.0% OF THE POPULATION. NATIVE AMERICANS, HAWAIIANS AND OTHER RACES COMBINED TOTAL 3.1% OF THE POPULATION. IN THE SERVICE AREA, ENGLISH ONLY IS SPOKEN AT HOME AMONGST 43% OF THE POPULATION. EDUCATIONAL ATTAINMENT IS CONSIDERED A KEY DRIVER OF HEALTH STATUS WITH LOW LEVELS OF EDUCATION LINKED TO POVERTY AND POOR HEALTH. IN THE SERVICE AREA, 16% OF THE ADULT POPULATION HAVE LESS THAN A HIGH SCHOOL EDUCATION. THIS IS LOWER THAN THE STATE RATE OF 17.9%. OVERALL, A LOWER PERCENTAGE OF FAMILIES IN THE SERVICE AREA LIVE BELOW POVERTY (13.6%) THAN IN THE COUNTY OVERALL (17.8%). |
| PART VI, LINE 5: | THE GOVERNING BOARD IS COMPRISED OF MEMBERS OF THE COMMUNITIES SERVED, USC FACULTY AND STAFF. COMMUNITY MEMBERS ARE NOT COMPENSATED FOR THEIR TIME ON THE BOARD. EACH FACILITY IDENTIFIED IN PART V OF SCHEDULE H MAINTAINS AN OPEN MEDICAL STAFF EXCEPT IN THOSE INSTANCES WHEN A CLINICAL DEPARTMENT IS "CLOSED" IN ACCORDANCE WITH CALIFORNIA LAW FOR HOSPITAL-BASED SERVICES. AS A NONPROFIT ORGANIZATION, ANY SURPLUS OF FUNDS IS INVESTED BACK INTO PROVIDING HEALTH CARE SERVICES AND RESOURCES TO THE COMMUNITY, INCLUDING BUT NOT LIMITED NEW PATIENT CARE LOCATIONS AND EQUIPMENT, EXPANDED PROGRAMS AND SERVICES, AND THE TRAINING OF PHYSICIANS, NURSES AND OTHER PROFESSIONALS INCLUDING PHARMACISTS AND SPEECH, OCCUPATIONAL, PHYSICAL AND RESPIRATORY THERAPISTS. THE HOSPITAL FACILITIES TRAIN MEDICAL RESIDENTS IN VARIOUS SPECIALTIES, MAINTAIN A PHARMACY RESIDENCY PROGRAM, AND PARTNER WITH UNIVERSITIES TO PROVIDE CLINICAL TRAINING TO NURSING STUDENTS. A COORDINATED RESEARCH ADMINISTRATION FUNCTION OVERSEES SCIENTIFIC AND CLINICAL RESEARCH AT THE ORGANIZATIONS. PROMOTION OF COMMUNITY HEALTH GRANTS, CASH CONTRIBUTIONS AND SPONSORSHIPS TO COMMUNITY NONPROFIT ORGANIZATIONS AND CHARITY EVENTS WERE MADE TO: NOGLSTP LEGACY LA NATIONAL DIVERSITY COUNSEL LAUSD NURSING CREDITS UNITED HEALTHCARE CHILDREN'S FOUNDATION AMERICAN LUNG ASSOCIATION AYSO 8U GIRLS YOUTH SOCCER TEAM "GREEN SUPER GIRLS" LEUKEMIA & LYMPHOMA SOCIETY STOMACH CANCER AWARENESS NETWORK ALS ASSOCATION GOLDEN WEST CHAPER NORRIS PATIENT EDUCATION AND OUTREACH CENTER (PEOC) THE JEWISH FEDERATION HEALTHCARE PROFESSIONALS BONNIE J. ADDARIO LUNG CANCER FOUNDATION METHODIST HOSPITAL FOUNDATION UPC STUDENT AFFAIRS & MARKETING LOS ANGELES COUNTY CHAPTER OF THE SUSAN G. KOMEN BREAST CANCER FOUNDATION KOREAN AMERICAN MEDICAL ASSOCIATION OF SOUTHERN CALIFORNIA USC LESLIE AND WILLIAM MCMORROW NEIGHBORHOOD ACADEMIC INITIATIVE AHA & KECK MEDICINE OF USC AAMS AMERICAN FOUNDATION FOR SUICIDE PREVENTION CHOCOLATE RACE - FLINTRIDGE GUILD OF CHILDREN'S HOSPITAL CV CHAMBER HOMETOWN COUNTRY FAIR FAMILY PROMISE OF THE VERDUGOS FREMONT ELEMENTARY SCHOOL GLENDALE EDUCATIONAL FOUNDATION GLENDALE HEALTH FESTIVAL GLENDALE HEALTH SUMMIT GLENDALE HEALTHIER COMMUNITIES COALITION - EXEC. COM. MTG. GLENDALE POLICE OFFICERS ASSOCIATION GYMJAM FOUNDATION MONTROSE OKTOBER FEST NUTRITION SERIES PLANNING MEETING OB SYMPOSIUM PLANNING MEETING OPERATION WALK LA SALVATION ARMY GLENDALE YMCA OF THE FOOTHILLS YMCA OF THE FOOTHILLS BOARD RETREAT YWCA OF GLENDALE COMMUNITY HEALTH IMPROVEMENT SERVICES: KECK HOSPITAL OF USC COMMUNITY HEALTH EDUCATION HEALTH EDUCATION CLASSES AND EVENTS WERE MADE AVAILABLE TO THE PUBLIC AT NO COST. COMMUNITY HEALTH EDUCATION TARGETED THE COMMUNITY AT LARGE, POPULATIONS WITH, OR AT RISK OF, CHRONIC DISEASE, AND POPULATIONS WITH HEALTH DISPARITIES. EXAMPLES OF COMMUNITY HEALTH EDUCATION ACTIVITIES INCLUDED: - IN PARTNERSHIP WITH THE AMERICAN HEART & STROKE ASSOCIATION, KECK HOSPITAL SPONSORED A TEACHING GARDEN AT HOLLENBECK MIDDLE SCHOOL AND LINCOLN HIGH SCHOOL FOR THE PURPOSE OF TEACHING STUDENTS ABOUT HEALTHY EATING, NUTRITION AND HEALTH AND GENERAL HEALTH PROMOTION PRINCIPLES. - KECK HOSPITAL OF USC HOSTED EDUCATION SEMINARS AND WORKSHOPS ON A VARIETY OF TOPICS OPEN TO THE PUBLIC AND PROVIDED HEALTH EDUCATION INFORMATIONAL MATERIALS. - PUBLIC HEALTH EDUCATION IN THE MEDIA AND COMMUNITY HEALTH AWARENESS EVENTS TO ENCOURAGE HEALTHY BEHAVIORS AND PREVENT CHRONIC AND COMMUNICABLE DISEASES. - THE COMMUNITY WAS SERVED BY A NUMBER OF SUPPORT GROUPS, OPEN TO THE PUBLIC AND OFFERED FREE OF CHARGE, WHICH INCLUDED: -BARIATRIC SUPPORT GROUP -CAREGIVER SUPPORT GROUP -DEEP BRAIN STIMULATION SUPPORT GROUP -MEDITATION GROUP -MINDFULNESS SUPPORT GROUP -MULTIPLE SCLEROSIS SUPPORT GROUP -PARKINSON'S SUPPORT GROUP -STROKE SUPPORT GROUP -TRANSPLANT RECIPIENT AND CAREGIVER SUPPORT -VENTRICULAR ASSIST DEVICE (VAD) SUPPORT GROUP - THE HOSPITAL SUPPORTED A WEEKLY FARMER'S MARKET AT HAZARD PARK IN EAST LOS ANGELES. PROFITS FROM THE MARKET PROVIDED FUNDING FOR FRESH FRUITS AND VEGETABLES FOR THE LOCAL COMMUNITY. ADDITIONALLY, A WEEKLY FARMER'S MARKET WAS HELD ON THE CAMPUS OF THE KECK SCHOOL OF MEDICINE LOCATED IN BOYLE HEIGHTS, PROVIDING FRESH FRUITS AND VEGETABLES TO LOCAL FAMILIES. - THE 22ND PROYECTO PASTORAL WOMEN'S HEALTH CONFERENCE WAS HELD AT THE DOLORES MISSION IN BOYLE HEIGHTS. KECK MEDICINE OF USC WAS A SPONSOR OF THIS YEAR'S EVENT. OVER 400 WOMEN ATTENDED WORKSHOPS AND LECTURES THAT FOCUSED ON HEALTH, WELLNESS, AND PERSONAL EMPOWERMENT. BLOOD PRESSURE SCREENINGS WERE PROVIDED TO 260 ATTENDEES, TEACHING THE COMMUNITY ABOUT STROKE WARNING SIGNS, RISK FACTORS, AND STROKE PREVENTION. - SIDEWALK EDUCATION EVENTS AT LAC+USC AND UNION STATION PROVIDED DISEASE PREVENTION EDUCATION TO 500 PARTICIPANTS. - MONTHLY, MORE THAN 20 STAFF MEMBERS SPENT AN AFTERNOON TO PURCHASE, PREPARE AND SERVE HEALTHY MEALS TO MORE THAN 60 ELDERLY MEN AND WOMEN RECEIVING SHELTER AT THE DOLORES MISSION. - THE ANNUAL CARNIVAL OF LOVE ON SKID ROW PROVIDED SERVICES FOR 250 HOMELESS LOS ANGELES RESIDENTS. KECK MEDICINE OF USC PARTICIPATED AND DISTRIBUTED HYGIENE KITS, SUNSCREEN, HEALTH EDUCATION MATERIALS, AND BLOOD PRESSURE SCREENING FOR 200 PERSONS. - THE HOSPITAL HELD A BLOOD PRESSURE SYMPOSIUM WITH THE AMERICAN HEART ASSOCIATION. - THE HOSPITAL DISTRIBUTED EDUCATIONAL MATERIALS AT THE PASADENA MARATHON AND LA MARATHON EXPO. - AT THE WOMEN'S HEALTH EXPO AT THE LONG BEACH CONVENTION CENTER, HOSPITAL STAFF PROVIDED EDUCATIONAL MATERIALS TO 59 INDIVIDUALS. COMMUNITY BASED CLINICAL SERVICES - THE ROXANNA TODD HODGES STROKE CLINIC OFFERED SCREENING EVENTS IN THE COMMUNITY THAT PROVIDED BLOOD PRESSURE SCREENING FOR 200 PERSONS. IN ADDITION TO THE SCREENINGS, HEALTH EDUCATION WAS PROVIDED ON STROKE PREVENTION. - KECK MEDICINE OF USC SUPPORTED THE HEALTH PAVILION AT THE 2019 LOS ANGELES TIMES FESTIVAL OF BOOKS, ATTRACTING TENS OF THOUSANDS OF GUESTS FOR A WEEKEND OF SCREENINGS AND HEALTH-RELATED ACTIVITIES. OVER TWO DAYS, THE PAVILION SERVED 1,200 GUESTS, PRIVIDING PATIENT EDUCATION AND ADMINSTERING 350 BLOOD PRESSURE SCREENINGS. - IN FY 2019, KECK MEDICINE SUPPORTED USC STUDENT HEALTH & WELLNESS WEEK WITH SCREENINGS AND EDUCATIONAL MATERIALS. HEALTH CARE SUPPORT SERVICES - TAXI VOUCHERS WERE MADE AVAILABLE TO PATIENTS AND FAMILIES FOR WHOM ACCESSING TRANSPORTATION IS A BARRIER TO OBTAINING CARE. - KECK MEDICINE OF USC PROVIDED ACCESS TO AN ELECTRONIC HEALTH LIBRARY AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE SITE PROVIDED INFORMATION ON HEALTH CONDITIONS, WELLNESS, AND PREVENTION. TELEMEDICINE - KECK HOSPITAL OF USC PROVIDED TELE-STROKE CONSULTATIONS TO SEVERAL CALIFORNIA EMERGENCY DEPARTMENTS. THIS ENABLED PATIENTS TO ACCESS CRITICAL SPECIALTY SERVICES, REGARDLESS OF THEIR ABILITY TO PAY. USC NORRIS CANCER HOSPITAL COMMUNITY HEALTH EDUCATION HEALTH EDUCATION CLASSES AND EVENTS WERE MADE AVAILABLE TO THE PUBLIC AT NO COST. COMMUNITY HEALTH EDUCATION TARGETED THE COMMUNITY AT LARGE, POPULATIONS WITH, OR AT RISK OF, CHRONIC DISEASE, AND POPULATIONS WITH HEALTH DISPARITIES. EXAMPLES OF COMMUNITY HEALTH EDUCATION ACTIVITIES INCLUDED: - USC NORRIS CANCER HOSPITAL HOSTED EDUCATION SEMINARS AND WORKSHOPS ON A VARIETY OF TOPICS OPEN TO THE PUBLIC AND PROVIDED HEALTH EDUCATION INFORMATIONAL MATERIALS. - PUBLIC HEALTH EDUCATION IN THE MEDIA AND COMMUNITY HEALTH AWARENESS EVENTS TO ENCOURAGE HEALTHY BEHAVIORS AND PREVENT CANCER. - THE COMMUNITY WAS SERVED BY A NUMBER OF SUPPORT GROUPS OPEN TO THE PUBLIC AND OFFERED FREE OF CHARGE, WHICH INCLUDED: - ADOLESCENT AND YOUNG ADULT CANCER SUPPORT GROUP FOR PARENTS AND CAREGIVERS - BLADDER CANCER SUPPORT GROUP - CAREGIVER SUPPORT GROUP - MINDFULNESS SUPPORT GROUP - PROSTATE CANCER SUPPORT GROUP - LOOK GOOD FEEL BETTER IS AN AMERICAN CANCER SOCIETY-AFFILIATED PROGRAM OPEN TO ALL WOMEN WITH CANCER WHO ARE UNDERGOING CHEMOTHERAPY, RADIATION, OR OTHER FORMS OF TREATMENT. |
| - THE HOSPITAL SUPPORTED A WEEKLY FARMER'S MARKET AT HAZARD | PARK IN EAST LOS ANGELES. PROFITS FROM THE MARKET PROVIDED FOR FRESH FRUITS AND VEGETABLES FOR LOCAL COMMUNITY. ADDITIONALLY, A WEEKLY FARMER'S MARKET WAS HELD ON THE CAMPUS OF THE KECK SCHOOL OF MEDICINE LOCATED IN BOYLE HEIGHTS, PROVIDING FRESH FRUITS AND VEGETABLES TO LOCAL FAMILIES. - THE 22ND PROYECTO PASTORAL WOMEN'S HEALTH CONFERENCE WAS HELD AT THE DOLORES MISSION IN BOYLE HEIGHTS. KECK MEDICINE OF USC WAS A SPONSOR OF THIS YEAR'S EVENT. OVER 400 WOMEN ATTENDED WORKSHOPS AND LECTURES THAT FOCUSED ON HEALTH, WELLNESS, AND PERSONAL EMPOWERMENT. BLOOD PRESSURE SCREENINGS WERE PROVIDED TO 200 ATTENDEES. - SIDEWALK EDUCATION EVENTS AT LAC+USC AND UNION STATION PROVIDED DISEASE PREVENTION EDUCATION TO 500 PARTICIPANTS. - MONTHLY, MORE THAN 20 STAFF MEMBERS SPENT AN AFTERNOON TO PURCHASE, PREPARE AND SERVE HEALTHY MEALS TO MORE THAN 60 ELDERLY MEN AND WOMEN RECEIVING SHELTER AT THE DOLORES MISSION. - THE ANNUAL CARNIVAL OF LOVE ON SKID ROW PROVIDED SERVICES FOR HOMELESS LOS ANGELES RESIDENTS. KECK MEDICINE OF USC PARTICIPATED AND DISTRIBUTED HYGIENE KITS, SUNSCREEN, HEALTH EDUCATION MATERIALS, AND BLOOD PRESSURE SCREENING FOR 200 PERSONS. - THE HOSPITAL DISTRIBUTED EDUCATION MATERIALS AT THE PASADENA MARATHON AND LA MARATHON EXPO. - AT THE WOMEN'S HEALTH EXPO AT THE LONG BEACH CONVENTION CENTER, HOSPITAL STAFF PROVIDED EDUCATIONAL MATERIALS TO 59 INDIVIDUALS. - OVER 175 PERSONS WITH CANCER ENGAGED IN YOGA CLASSES TO INCREASE RELAXATION AND FLEXIBILITY. - CANCER SURVIVORS SHARED THEIR PERSONAL STORIES THROUGH THEIR WRITTEN WORK AS PART OF OUR SURVIVOR AUTHOR SERIES. - PROVIDED CANCER SURVIVORS WITH OPPORTUNITIES TO EXPRESS THEIR CANCER JOURNEY THROUGH ART. COMMUNITY BASED CLINICAL SERVICES - THE ROXANNA TODD HODGES STROKE CLINIC OFFERED SCREENING EVENTS IN THE COMMUNITY THAT PROVIDED BLOOD PRESSURE SCREENING FOR 200 PERSONS. IN ADDITION, HEALTH EDUCATION WAS PROVIDED ON STROKE PREVENTION. - KECK MEDICINE OF USC SUPPORTED THE HEALTH PAVILION AT THE 2019 LOS ANGELES TIMES FESTIVAL OF BOOKS, ATTRACTING TENS OF THOUSANDS OF GUESTS FOR A WEEKEND OF SCREENINGS AND HEALTH-RELATED ACTIVITIES. OVER TWO DAYS, THE PAVILION SERVED 1,200 GUESTS, PROVIDING PATIENT EDUCATION AND ADMINISTERING 350 BLOOD PRESSURE SCREENINGS. HEALTH CARE SUPPORT SERVICES - TAXI VOUCHERS WERE MADE AVAILABLE TO PATIENTS AND FAMILIES FOR WHOM ACCESSING TRANSPORTATION IS A BARRIER TO OBTAINING CARE. - KECK MEDICINE OF USC PROVIDED ACCESS TO AN ELECTRONIC HEALTH LIBRARY AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE SITE PROVIDED INFORMATION ON HEALTH CONDITIONS, WELLNESS, AND PREVENTION. - CANCERHELP IS A COMPUTER-BASED CANCER EDUCATION PROGRAM FROM THE NATIONAL CANCER INSTITUTE. THIS PROGRAM IS AVAILABLE TO PATIENTS, STAFF AND THE PUBLIC. - THE PATIENT EDUCATION AND COMMUNITY OUTREACH CENTER (PEOC) AND JENNIFER DIAMOND CANCER RESOURCE LIBRARY IS A STATE-OF-THE-ART FACILITY WITH PRINT AND ELECTRONIC CANCER EDUCATION AND RESOURCE MATERIALS DEVOTED TO PATIENTS, THEIR FAMILIES AND COMMUNITY MEMBER SEEKING INFORMATION ON CANCER. THE CENTER ALSO PROVIDED OUTREACH ACTIVITIES AND CONDUCTED INFORMATIONAL PROGRAMS. USC VERDUGO HILLS HOSPITAL COMMUNITY HEALTH EDUCATION HEALTH EDUCATION SEMINARS THE HOSPITAL MADE HEALTH EDUCATION SESSIONS AVAILABLE TO THE PUBLIC. SESSIONS ADDRESSED DISEASE PREVENTION AND HEALTH AND WELLNESS, CANCER PREVENTION AND TREATMENT, ART THERAPY, SUICIDE PREVENTION, FLU PREVENTION, HEART HEALTH, WEIGHT LOSS, NUTRITION AND WELLBEING, DISASTER PREPAREDNESS, AGING SMARTER, STROKE AWARENESS, MEN'S HEALTH AND WOMEN'S HEALTH, WHAT TO EXPECT DURING AN ER VISIT, MENINGITIS, MENTAL HEALTH, BONE AND JOINT HEALTH, BRAIN HEALTH, AND HEALTHY AGING. IN FY19, HEALTH EDUCATION SEMINARS REACHED OVER 2,000 PERSONS. IN ADDITION, THE HOSPITAL HOSTED A SUICIDE PREVENTION AND AWARENESS CONFERENCE, ATTENDED BY 250 PARTICIPANTS. COMMUNITY CPR CLASSES AVAILABLE TO THE COMMUNITY INCLUDED INFANT CPR, BASIC LIFE SUPPORT TRAINING, HEART SAVER AUTOMATED EXTERNAL DEFIBRILLATOR TRAINING, AND BABYSITTER/TEEN CPR CLASSES. 381 INDIVIDUALS RECEIVED TRAINING IN FY 2019. BEGINNINGS EARLY PREGNANCY CLASS AS PART OF THE HOSPITAL'S FAMILY EDUCATION PROGRAM, CLASSES ADDRESSED PREGNANCY-RELATED HEALTH TOPICS, INCLUDING NUTRITION, COMMON DISCOMFORTS OF PREGNANCY, RELAXATION TECHNIQUES AND BABY'S DEVELOPMENT IN THE WOMB. CLASSES WERE OFFERED MONTHLY AND WERE OPEN TO THE PUBLIC; 46 PERSONS PARTICIPATED. A DECISION TO DELIVER AT THE HOSPITAL WAS NOT REQUIRED TO PARTICIPATE. NEW MOTHERS FORUM SUPPORT GROUP WEEKLY DISCUSSION GROUPS WERE OPEN TO THE PUBLIC AND HELPED NEW MOTHERS EASE THROUGH THE ADJUSTMENTS OF MOTHERHOOD. THE SUPPORT GROUP WAS FACILITATED BY A FAMILY EDUCATION PROGRAM INSTRUCTOR AND 266 INDIVIDUALS PARTICIPATED. SUPPORT GROUP AND WORKSHOPS SUPPORT GROUPS AND WORKSHOPS OFFERED BREAST FEEDING ADVICE AND SUPPORT TO NEW MOTHERS AS WELL AS FATHERS. THE SUPPORT GROUPS WERE FACILITATED BY A LACTATION SPECIALIST. OPEN AND FREE TO THE PUBLIC, BABIES IN ARMS WERE WELCOMED. A TOTAL OF 469 INDIVIDUALS PARTICIPATED. INFANT CARE WORKSHOPS THIS CLASS TEACHES NEW AND EXPECTANT PARENTS PRACTICAL SKILLS FOR NEWBORN CARE, INCLUDING DIAPERING, BATHING, TAKING AN INFANT'S TEMPERATURE, SAFETY RELATED INFORMATION AND BASIC FIRST AID. 147 INDIVIDUALS ATTENDED THESE CLASSES. NUTRITION CLASSES VERDUGO HILLS HOSPITAL PROVIDED SEVERAL TEN-WEEK NUTRITION CLASSES. 350 COMMUNITY MEMBERS PARTICIPATED. COMMUNITY SUPPORT GROUPS HEALTH AND WELLNESS SUPPORT GROUPS ENCOMPASSING A VARIETY OF HEALTH AND QUALITY OF LIFE ISSUES MET REGULARLY AT THE HOSPITAL. HEALTH FAIRS AND HEALTH AWARENESS EVENTS THE HOSPITAL PARTICIPATED IN COMMUNITY EVENTS, PROVIDED FIRST AID AND HOSTED EDUCATIONAL BOOTHS, PROVIDING THE PUBLIC WITH INFORMATION ON RISK PREVENTION AND DISEASE MANAGEMENT. USC VERDUGO HILLS HOSPITAL HOSTED ITS ANNUAL HEALTH AND WELLBEING FAIR AND PARTICIPATED IN THE ST. DOMINIC CHURCH HEALTH MINISTRY HEALTH FAIR, GLENDALE HEALTH FESTIVAL, GLENDALE EDUCATIONAL FOUNDATION KIDS FITNESS CHALLENGE, JPL SAFETY FAIR, LA CANADA ELEMENTARY SCHOOL NUTRITION WEEK, GOLDEN FUTURES SENIOR EXPO, CRESCENTA VALLEY HOMETOWN COUNTRY FAIR, AND YMCA FIESTA DAYS RUN. AT THESE EVENTS, THE HOSPITAL PROVIDED HEALTH EDUCATION, RESOURCE INFORMATION AND REFERRALS TO HEALTH AND COMMUNITY SERVICES. IN ADDITION, THEY PROVIDED STROKE SCREENING, BLOOD PRESSURE SCREENING, BALANCE SCREENING, CHOLESTEROL AND GLUCOSE SCREENINGS FOR 377 PERSONS, AND HANDS-ONLY CPR. COMMUNITY BASED CLINICAL SERVICES LA CAADA UNIFIED SCHOOL DISTRICT TB TESTS USC VERDUGO HILLS HOSPITAL ADMINISTERED FREE TB SCREENINGS TO LA CAADA UNIFIED SCHOOL DISTRICT (LCUSD) AND CRESCENTA VALLEY SCHOOLS (GUSD) PARENT VOLUNTEERS. THIS COMMUNITY PROGRAM PROVIDED TB TESTS TO 345 PERSONS. INFLUENZA IMMUNIZATION CLINIC USC VERDUGO HILLS HOSPITAL OFFERED 305 FREE FLU VACCINES IN THE COMMUNITY. MAMMOGRAM SCREENINGS USC VERDUGO HILLS HOSPITAL PROVIDED 19 LOW-COST MAMMOGRAM SCREENINGS FOR WOMEN IN LA CAADA FLINTRIDGE, GLENDALE AND MONTROSE. HEALTH CARE SUPPORT SERVICES TRANSPORTATION SERVICES TRANSPORTATION IS A DOCUMENTED BARRIER TO ACCESSING HEALTH CARE SERVICES. THE HOSPITAL PAID FOR TAXI VOUCHERS, AMBULANCE SERVICES AND VAN TRANSPORTATION FOR LOW-INCOME PATIENTS AND FAMILIES WHO COULD NOT AFFORD TRANSPORTATION TO OBTAIN NEEDED HEALTH CARE SERVICES. OTHER SUPPORT SERVICES VERDUGO HILLS HOSPITAL PROVIDED MEDICATIONS AND SHORT-TERM HOUSING SUPPORT FOR INDIGENT INDIVIDUALS. IN ADDITION, THE HOSPITAL FINANCED MENTAL HEALTH CARE SERVICES FOR VULNERABLE PATIENTS WHO NEEDED PSYCHIATRIC CARE. THE GOVERNING BOARDS OF ORGANIZATIONS INCLUDED IN THIS GROUP RETURN IS COMPRISED OF MEMBERS OF THE COMMUNITIES SERVED, USC FACULTY AND STAFF. COMMUNITY MEMBERS ARE NOT COMPENSATED FOR THEIR TIME ON THE BOARD. EACH FACILITY IDENTIFIED IN PART V OF SCHEDULE H MAINTAINS AN OPEN MEDICAL STAFF EXCEPT IN THOSE INSTANCES WHEN A CLINICAL DEPARTMENT IS "CLOSED" IN ACCORDANCE WITH CALIFORNIA LAW FOR HOSPITAL-BASED SERVICES. AS A NONPROFIT ORGANIZATION, ANY SURPLUS OF FUNDS IS INVESTED BACK INTO PROVIDING HEALTH CARE SERVICES AND RESOURCES TO THE COMMUNITY, INCLUDING BUT NOT LIMITED NEW PATIENT CARE LOCATIONS AND EQUIPMENT, EXPANDED PROGRAMS AND SERVICES, AND THE TRAINING OF PHYSICIANS, NURSES AND OTHER PROFESSIONALS INCLUDING PHARMACISTS AND SPEECH, OCCUPATIONAL, PHYSICAL AND RESPIRATORY THERAPISTS. THE HOSPITAL FACILITIES TRAIN MEDICAL RESIDENTS IN VARIOUS SPECIALTIES, MAINTAIN A PHARMACY RESIDENCY PROGRAM, AND PARTNER WITH UNIVERSITIES TO PROVIDE CLINICAL TRAINING TO NURSING STUDENTS. A COORDINATED RESEARCH ADMINISTRATION FUNCTION OVERSEES SCIENTIFIC AND CLINICAL RESEARCH AT THE ORGANIZATIONS. Part VI, Line 6: AFFILIATED HEALTH CARE SYSTEM: THE ORGANIZATION SPONSORS NUMEROUS OUTREACH PROGRAMS THROUGHOUT THE LOCAL COMMUNITY, INCLUDING HEALTH FAIRS, FREE HEALTH SCREENINGS AND FLU SHOTS, EDUCATIONAL BOOTHS, AND SPEAKER SERIES THAT ARE FREE AND OPEN TO THE PUBLIC. IN ADDITION, THE PHYSICIAN FACULTY OF THE KECK SCHOOL OF MEDICINE PROVIDE H |
| PART VI, LINE 7: | STATE FILING OF COMMUNITY BENEFIT REPORT: A COMMUNITY BENEFIT REPORT FOR EACH HOSPITAL IS FILED IN CALIFORNIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Playworks Southern California | |||||||
| 460 E Carson Plaza Dr | Carson | CA | 90746 | 943251867 | 501(C)(3) | $32,500 | GENERAL SUPPORT |
| Community Partners | |||||||
| 1000 N Alameda St | Los Angeles | CA | 90012 | 954302067 | 501(C)(3) | $1,024,595 | GENERAL SUPPORT |
| The Jester & Pharley Phund | |||||||
| PO Box 817 | Palos Verdes Estates | CA | 90274 | 954785834 | 501(C)(3) | $22,600 | GENERAL SUPPORT |
| 826LA | |||||||
| 1714 W Sunset Blvd | Los Angeles | CA | 90026 | 383722092 | 501(C)(3) | $19,000 | GENERAL SUPPORT |
| Pacific Asian Consortium in Employment | |||||||
| 1055 Wilshire Blvd | LOS ANGELES | CA | 90017 | 510192025 | 501(C)(3) | $18,000 | GENERAL SUPPORT |
| California African American Museum | |||||||
| 1149 S Hill Street | LOS ANGELES | CA | 90015 | 916001948 | 501(C)(3) | $17,800 | GENERAL SUPPORT |
| Clinica Msr Oscar A Romero | |||||||
| 123 S Alvarado St | LOS ANGELES | CA | 90057 | 953881333 | 501(C)(3) | $30,400 | GENERAL SUPPORT |
| 24th STreet Theatre | |||||||
| 1117 W 24th St | LOS ANGELES | CA | 90007 | 954607337 | 501(C)(3) | $36,150 | GENERAL SUPPORT |
| UNITE-LA | |||||||
| 350 S Bixel St | LOS ANGELES | CA | 90017 | 820576380 | 501(C)(3) | $20,800 | GENERAL SUPPORT |
| Hollenbeck Police Activities League (HPAL) | |||||||
| 126 N St Louis St | LOS ANGELES | CA | 90033 | 010780689 | 501(C)(3) | $27,550 | GENERAL SUPPORT |
| Redeemer Community Partnership | |||||||
| PO Box 180499 | LOS ANGELES | CA | 90018 | 912144336 | 501(C)(3) | $21,400 | GENERAL SUPPORT |
| Community Services Unlimited Inc | |||||||
| PO Box 62696 | LOS ANGELES | CA | 90062 | 953218396 | 501(C)(3) | $28,500 | GENERAL SUPPORT |
| Groceryships | |||||||
| 3655 S Grand Avenue | LOS ANGELES | CA | 90007 | 464312265 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| Al Otro Lado | |||||||
| PO Box 32578 | LOS ANGELES | CA | 90032 | 472910078 | 501(C)(3) | $39,750 | GENERAL SUPPORT |
| NFTE GREATER LOS ANGELES | |||||||
| 350 S BIXEL ST SUITE 280 | LOS ANGELES | CA | 90017 | 133408731 | 501(C)(3) | $12,200 | GENERAL SUPPORT |
| Violence Intervention Program | |||||||
| 1721 Griffin Avenue | Los Angeles | CA | 90031 | 300017808 | 501(C)(3) | $30,300 | GENERAL SUPPORT |
| LAUSD Nursing Credits | |||||||
| 333 S Beaudry Ave | Los Angeles | CA | 90017 | 680503221 | 501(c)(3) | $6,000 | General Support |
| The Patient Edu & Comm Outreach Center (PEOC) | |||||||
| PO Box 1750 | El Granada | CA | 94018 | 942291104 | 501(c)(3) | $10,000 | General Support |
| Leukemia and Lymphoma Society in NY | |||||||
| 3 International Dr | Rye Brook | NY | 10573 | 135644916 | 501(c)(3) | $10,000 | General Support |
| UPC Student Affairs & Marketing | |||||||
| 1102 Q St Ste 4800 | Sacramento | CA | 95811 | 383686586 | 501(c)(3) | $20,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student financial aid | GrantTypeTxt |
| Recipient | 29100 | RecipientCnt |
| Cash Grant | $615,913,754 | CashGrantAmt |
| Valuation Method Used | n/a | ValuationMethodUsedDesc |
| Non Cash Assistance | n/a | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 USC NEIGHBORHOOD OUTREACH FUNDS ARE DISTRIBUTED THROUGH A COMPETITIVE GRANT MAKING PROCESS. A GRANT REVIEW COMMITTEE COMPRISED OF UNIVERSITY FACULTY, AND STAFF VOLUNTEERS REVIEWS ALL GRANTS, AND PROVIDES FUNDING RECOMMENDATIONS BASED ON A SET OF CRITERIA. ALL FINAL GRANT AWARD DECISIONS ARE MADE BY CIVIC ENGAGEMENT. USC NEIGHBORHOOD OUTREACH MONITORS THE GRANT AWARDS THROUGH AN INTERIM REPORT SIX MONTHS INTO THE PROJECT, AND A FINAL CUMULATIVE REPORT AT THE END OF THE PROJECT. WE CONDUCT AD HOC SITE VISITS TO OBSERVE THE PROGRAM AND REVIEW EDUCATION CONSORTIUM OF CENTRAL LA (ECCLA) ACCOUNTING RECORDS. THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS ONE OF THE NATION'S LARGEST FINANCIAL AID PROGRAMS THROUGH ITS FINANCIAL AID OFFICE, AWARDING $615 MILLION IN AID TO OVER TWO-THIRDS OF OUR UNDERGRADUATE STUDENTS. WE WILL MEET THE FULL USC-DETERMINED FINANCIAL NEED OF ALL ADMITTED UNDERGRADUATE STUDENTS WHO MEET ALL FEDERAL, STATE, AND UNIVERSITY ELIGIBILITY REQUIREMENTS AND DEADLINES. STUDENTS AND THEIR PARENTS ARE REQUIRED TO SUBMIT ALL APPLICATIONS AND SUPPORT DOCUMENTS, MEETING ALL DEADLINES, IN ORDER TO MAKE THEIR CLAIM FOR FINANCIAL ASSISTANCE AND TO BE CONSIDERED FOR FINANCIAL AID. PART II THE UNIVERSITY OF SOUTHERN CALIFORNIA ALSO ADMINISTERS SUB-AWARDS FOR RESEARCH TO OTHER ORGANIZATIONS IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT REPORT THESE SUB-AWARDS AS GRANTS ON FORM 990, SCHEDULE I SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY. PART III, COLUMN(C) THE CASH GRANT IS REFLECTED ON STUDENT ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | 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 | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WANDA M AUSTIN | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $599,266 | $0 | $37,053 | $0 | $27,500 | $0 | $8,922 | $0 | $672,741 | $0 | $0 | $0 | |
| CHRYSOSTOMOS L NIKIAS | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $1,467,315 | $0 | $5,485,157 | $0 | $593,750 | $0 | $108,716 | $0 | $7,654,938 | $0 | $1,487,000 | $0 | |
| CAROL MAUCH AMIR | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $710,334 | $0 | $102,750 | $0 | $27,500 | $0 | $36,437 | $0 | $977,021 | $0 | $0 | $0 | $100,000 |
| DAVID BROWN | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $223,671 | $0 | $29,130 | $0 | $26,642 | $0 | $35,000 | $0 | $314,443 | $0 | $0 | $0 | |
| ALBERT R CHECCIO | |||||||||||||
| SENIOR VP, UNIV. ADVANCEMENT | $585,278 | $0 | $306,598 | $0 | $27,500 | $0 | $24,477 | $0 | $2,093,853 | $0 | $1,000,000 | $0 | $1,150,000 |
| CAROLYN DOMEN-BROSHEARS | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $220,920 | $0 | $42,165 | $0 | $27,500 | $0 | $4,977 | $0 | $330,562 | $0 | $0 | $0 | $35,000 |
| THOMAS E JACKIEWICZ | |||||||||||||
| SVP & CEO FOR KECK MEDICINE | $1,553,121 | $0 | $379,987 | $0 | $27,500 | $0 | $29,252 | $0 | $2,509,860 | $0 | $0 | $0 | $520,000 |
| MICHAEL QUICK | |||||||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | $761,991 | $0 | $150,955 | $0 | $27,500 | $0 | $10,546 | $0 | $1,100,992 | $0 | $0 | $0 | $150,000 |
| THOMAS S SAYLES | |||||||||||||
| SR VP, UNIV REL (TIL 10/2/18) | $310,505 | $0 | $640,168 | $0 | $27,500 | $0 | $11,691 | $0 | $1,089,864 | $0 | $0 | $0 | $100,000 |
| JAMES M STATEN | |||||||||||||
| SR VP, FINANCE & CFO | $1,374,529 | $0 | $303,159 | $0 | $127,500 | $0 | $34,051 | $0 | $1,989,239 | $0 | $0 | $0 | $150,000 |
| DAVID W WRIGHT | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $276,376 | $0 | $131,487 | $0 | $27,500 | $0 | $50,915 | $0 | $503,278 | $0 | $0 | $0 | $17,000 |
| JAMES G ELLIS | |||||||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | $566,469 | $0 | $37,858 | $0 | $27,500 | $0 | $24,466 | $0 | $726,293 | $0 | $0 | $0 | $70,000 |
| LISA ANN MAZZOCCO | |||||||||||||
| CHIEF INVESTMENT OFFICER | $686,057 | $0 | $105,873 | $0 | $85,500 | $0 | $25,457 | $0 | $1,168,451 | $0 | $215,200 | $0 | $265,564 |
| AMBER MILLER | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $490,500 | $0 | $77,625 | $0 | $27,500 | $0 | $24,594 | $0 | $668,219 | $0 | $0 | $0 | $48,000 |
| LAURA MOSQUEDA | |||||||||||||
| DEAN-KECK SCHOOL OF MEDICINE | $735,130 | $0 | $87,057 | $0 | $27,500 | $0 | $13,591 | $0 | $1,063,278 | $0 | $0 | $0 | $200,000 |
| YANNIS C YORTSOS | |||||||||||||
| DEAN-VITERBI SCHOOL OF ENG. | $420,095 | $0 | $21,650 | $0 | $27,500 | $0 | $26,977 | $0 | $556,222 | $0 | $0 | $0 | $60,000 |
| ANDY ENFIELD | |||||||||||||
| HEAD BASKETBALL COACH | $2,717,900 | $0 | $297,314 | $0 | $27,500 | $0 | $34,058 | $0 | $3,126,772 | $0 | $0 | $0 | $50,000 |
| INDERBIR SINGH GILL MD | |||||||||||||
| PROF & CHAIR - UROLOGY | $2,196,542 | $0 | $469,006 | $0 | $27,500 | $0 | $92,852 | $0 | $2,785,900 | $0 | $0 | $0 | |
| CHARLES HELTON | |||||||||||||
| HEAD FOOTBALL COACH | $3,970,108 | $0 | $435,964 | $0 | $27,500 | $0 | $85,935 | $0 | $4,569,507 | $0 | $0 | $0 | $50,000 |
| VAUGHN A STARNES MD | |||||||||||||
| CHAIR & DIST PROF SURGERY | $2,627,723 | $0 | $260,733 | $0 | $27,500 | $0 | $35,120 | $0 | $2,951,076 | $0 | $0 | $0 | |
| LOUIS A VANDERMOLEN MD | |||||||||||||
| PROFESSOR OF CLINICAL MEDICINE | $2,030,286 | $0 | $186,244 | $0 | $27,500 | $0 | $7,223 | $0 | $2,351,253 | $0 | $0 | $0 | $100,000 |
| TODD R DICKEY | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $510,507 | $0 | $200,022 | $0 | $27,500 | $0 | $13,625 | $0 | $851,654 | $0 | $0 | $0 | $100,000 |
| DANI BYRD | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $254,725 | $0 | $0 | $26,662 | $0 | $114,395 | $0 | $395,782 | $0 | $0 | $0 | ||
| STEVEN A KAY | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $694,136 | $0 | $95,056 | $0 | $27,500 | $0 | $88,063 | $0 | $914,755 | $0 | $0 | $0 | $10,000 |
| ROHIT VARMA MD | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $862,129 | $0 | $1,617,042 | $0 | $27,500 | $0 | $19,144 | $0 | $2,525,815 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A AND LINE 1B: | FIRST-CLASS TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA REQUIRES THAT ECONOMY-CLASS (COACH) TRAVEL BE UTILIZED FOR UNIVERSITY BUSINESS. FIRST AND BUSINESS CLASS AIR TRAVEL IS ONLY ALLOWED WHEN THERE IS ADVANCE WRITTEN APPROVAL, WHEN IT IS NECESSARY FOR MEDICAL REASONS, OR WHEN COACH CLASS IS UNAVAILABLE. THERE IS NO VALUE INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO FLEW FIRST CLASS DURING CALENDAR YEAR 2018 INCLUDED FIVE OFFICERS. CHARTER TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES CHARTER TRAVEL ON OCCASION FOR ATHLETIC TEAM EVENTS AND OTHER UNIVERSITY BUSINESS FOR CERTAIN INDIVIDUALS AS PART OF THEIR OFFICIAL RESPONSIBILITIES TO THE UNIVERSITY OF SOUTHERN CALIFORNIA. THERE IS NO VALUE INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO UTILIZED CHARTER TRAVEL DURING CALENDAR YEAR 2018 INCLUDED ONE OFFICER, TWO TRUSTEES, AND ONE HIGHEST COMPENSATED EMPLOYEE. TRAVEL FOR COMPANIONS: THE UNIVERSITY OF SOUTHERN CALIFORNIA GENERALLY PAYS FOR COMPANION TRAVEL ONLY WHEN THERE IS A BUSINESS PURPOSE. THE AMOUNT IS NOT REPORTED ON THE EMPLOYEE'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. TO THE EXTENT THERE IS NO BUSINESS PURPOSE, THE EMPLOYEES ARE REQUIRED TO REIMBURSE THE UNIVERSITY FOR COMPANION TRAVEL OR THE VALUE OF THE COMPANION TRAVEL WILL BE INCLUDED AS TAXABLE COMPENSATION TO THE EMPLOYEE. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2018 INCLUDED ONE OFFICER, TWO TRUSTEES, AND ONE HIGHEST COMPENSATED EMPLOYEE. THE VALUE OF THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). TAX GROSS-UP PAYMENTS: DURING CALENDAR YEAR 2018 ONE OFFICER RECEIVED TAX GROSS-UP PAYMENTS. THE PAYMENTS ARE REPORTED ON FORM W-2 AS TAXABLE COMPENSATION AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). HOUSING ALLOWANCE: ONE OFFICER RECEIVED A HOUSING ALLOWANCE DURING CALENDAR YEAR 2018 WHICH WAS PROVIDED FOR IN THAT OFFICER'S EMPLOYMENT CONTRACT AND WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). RESIDENCE FOR PERSONAL USE: LODGING PROVIDED IN THE PRESIDENT'S HOME (A UNIVERSITY BUILDING) TO THE PRESIDENT (DR. NIKIAS) IS NOT REPORTED ON FORM W-2 AS TAXABLE INCOME AS THE PRESIDENT WAS REQUIRED TO ACCEPT SUCH LODGING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RENTAL VALUE OF THE PORTION OF THE PRESIDENT'S HOME THAT IS USED FOR PERSONAL PURPOSES IS INCLUDED AS A NONTAXABLE BENEFIT TO THE PRESIDENT AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (D). AFTER STEPPING DOWN AS PRESIDENT OF THE UNIVERSITY IN AUGUST 2018, DR. NIKIAS CONTINUED TO RESIDE IN THE PRESIDENTIAL HOME FOR THE REMAINDER OF THE CALENDAR YEAR. THE LODGING COST FOR THIS PORTION OF THE YEAR WAS REPORTED ON FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PAYMENT TO OR REIMBURSEMENT FOR AN INDIVIDUAL'S MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB FOR BUSINESS PURPOSES IS MADE AVAILABLE IN CERTAIN EMPLOYMENT CONTRACTS OR IS OTHERWISE APPROVED BY THE APPLICABLE SENIOR VICE PRESIDENT OR THE PRESIDENT. THE VALUE OF MEMBERSHIPS PROVIDED FOR BUSINESS PURPOSES IS NOT INCLUDED IN AN INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME. ANY PERSONAL USE OF THESE MEMBERSHIPS IS PAID FOR BY THE INDIVIDUAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB DURING CALENDAR YEAR 2018 INCLUDED SEVEN OFFICERS, FOUR KEY EMPLOYEES, ONE HIGHEST COMPENSATED EMPLOYEE, ONE FORMER OFFICER, AND TWO FORMER KEY EMPLOYEES. PERSONAL SERVICES: CERTAIN INDIVIDUALS RECEIVED PERSONAL SERVICES, INCLUDING FINANCIAL PLANNING. SUCH SERVICES ARE MADE AVAILABLE IN EMPLOYMENT CONTRACTS AND THE VALUE OF THE SERVICES, IF USED, WAS INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). THE LISTED INDIVIDUALS WHO RECEIVED SUCH BENEFIT DURING CALENDAR YEAR 2018 INCLUDED SIX OFFICERS, ONE HIGHEST COMPENSATED EMPLOYEE AND ONE FORMER OFFICER. ONE OFFICER RECEIVED THE SERVICES OF A CAR AND DRIVER. SUCH SERVICES WERE APPROVED AS PART OF THAT OFFICER'S EMPLOYMENT CONTRACT, AND THE VALUE OF TAXABLE SERVICES WAS INCLUDED IN THAT OFFICER'S FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). |
| SCHEDULE J, PART I, LINE 4A: | THOMAS S. SAYLES RECEIVED $505,600 IN CONNECTION WITH HIS RESIGNATION OF HIS POSITION AND SEPARATION FROM THE UNIVERSITY. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). ROHIT VARMA RECEIVED $1,550,000 IN CONNECTION WITH HIS RESIGNATION OF HIS POSITION AND SEPARATION FROM THE UNIVERSITY. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| SCHEDULE J, PART I, LINE 4B: | CHRYSOSTOMOS L. NIKIAS: DURING CALENDAR YEAR 2018, DR. CHRYSOSTOMOS L. NIKIAS PARTICIPATED IN TWO "DEFINED CONTRIBUTION" NON-QUALIFIED RETIREMENT PLANS, BOTH OF WHICH WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. UNDER THE FIRST PLAN, AN AMOUNT EQUAL TO 25% OF DR. NIKIAS' BASE SALARY WAS CREDITED BY THE UNIVERSITY TO THE PLAN ANNUALLY THROUGH 8/3/2019. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). UNDER THE SECOND PLAN, AN AMOUNT DEFINED UNDER THE PLAN WAS CREDITED BY THE UNIVERSITY DURING 2018 AND $2,080,552 WAS VESTED AND PAID DURING 2018. THE AMOUNT VESTED DURING 2018 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). LISA ANN MAZZOCCO: THE CHIEF INVESTMENT OFFICER IS ELIGIBLE TO RECEIVE AN ANNUAL AWARD BASED ON A PERCENTAGE OF A PREDESIGNATED TARGET PERFORMANCE. FIFTY PERCENT OF EACH ANNUAL INCENTIVE AWARD IS DEFERRED AND PAID AT THE END OF A TWO-YEAR DEFERRAL PERIOD SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PLAN IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. AN ACCRUAL OF $58,000 HAS BEEN INCLUDED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN (C) FOR CALENDAR YEAR 2018. AN AMOUNT EQUAL TO $265,564 VESTED AND WAS PAID DURING 2018. THE AMOUNT PAID DURING 2018 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). ALBERT R. CHECCIO: DURING CALENDAR YEAR 2018, THE SR VP/UNIVERSITY ADVANCEMENT PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT IN THE TOTAL AMOUNT OF $1,000,000 (ACCRUED AT $250,000 PER YEAR) VESTED AND BECAME PAYABLE ON JUNE 30, 2018. THE AMOUNT PAID DURING 2018 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). THIS PLAN WAS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, CONTINGENT UPON CONTINUED EMPLOYMENT AND PERFORMANCE METRICS. JAMES M. STATEN: DURING CALENDAR YEAR 2018, SR VP FINANCE/CFO, PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $500,000 (ACCRUING AT $100,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2021 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). OTHER: IN 1994 USC CREATED A 457(F) SUPPLEMENTAL RETIREMENT PLAN TO PROVIDE MAKE-UP BENEFITS TO EMPLOYEES WHOSE COMPENSATION EXCEEDS THE EARNINGS LIMITATION FOR CONTRIBUTIONS TO THE USC DEFINED CONTRIBUTION RETIREMENT PLAN. AS OF JANUARY 1, 2005, THE PLAN WAS FROZEN AND PARTICIPANTS, WITH RESPECT TO FUTURE MAKE-UP BENEFITS, WERE NO LONGER PERMITTED TO DEFER THESE BENEFITS. |
| SCHEDULE J, PART I, LINE 7: | CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A MERIT BASED BONUS AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SEE ALSO LINE 4(B) DISCLOSURE FOR LISA ANN MAZZOCCO. |
| SCHEDULE J, PART I, LINE 8: | THE INTERIM SENIOR VICE PRESIDENT, UNIVERSITY RELATIONS, THE SENIOR VICE PRESIDENT, ADMINISTRATION, AND THE SECRETARY OF THE UNIVERSITY ARE SERVING UNDER THEIR INITIAL CONTRACTS WITH THE UNIVERSITY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2009C | ||||||||
| A | 521705592 | 130178TF3 | 2009-07-09 | $91,457,316 | REFINANCING SERIES 1998A AND 1999 | false | false | false |
| CEFA - SERIES 2012A | ||||||||
| B | 521705592 | 130178R81 | 2012-08-29 | $52,904,681 | REFINANCING SERIES 2003A&C | false | false | false |
| CEFA - SERIES 2015A | ||||||||
| C | 521705592 | 1301786D3 | 2015-07-07 | $53,127,773 | REFINANCING SERIES 2005A | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,491,390 | $0 | $91,457,316 | $0 | $0 | $0 | $734,160 | $0 | $0 | $0 | $90,723,156 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $5,908,043 | $0 | $52,904,681 | $0 | $0 | $0 | $574,965 | $0 | $0 | $0 | $52,392,716 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $2,935,535 | $0 | $53,127,773 | $0 | $0 | $0 | $496,785 | $0 | $0 | $0 | $52,630,988 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0.00020 | false | false | false | Yes (true) | Yes (true) | 0.00000 | 0.00020 | false | false | false | Yes (true) | |
| C | 0.00010 | false | false | Yes (true) | Yes (true) | Yes (true) | 0.00060 | 0.00070 | false | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2(C) | FormAndLineReferenceDesc |
| Explanation | FOR CEFA-SERIES 2012A, NO FURTHER CALCULATIONS ARE NECESSARY AS ALL EARNINGS HAVE BEEN SPENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| THOMAS JACKIEWICZ | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $700,000 | $140,000 | false | Yes (true) | Yes (true) |
| THOMAS JACKIEWICZ | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $800,000 | $702,999 | false | Yes (true) | Yes (true) |
| AMBER MILLER | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $500,000 | $400,000 | false | Yes (true) | Yes (true) |
| AMBER MILLER | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $500,000 | $464,459 | false | Yes (true) | Yes (true) |
| CL NIKIAS | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $3,000,000 | $3,000,000 | false | Yes (true) | Yes (true) |
| MICHAEL QUICK | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $450,000 | $45,000 | false | Yes (true) | Yes (true) |
| JAMES STATEN | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $1,000,000 | $1,000,000 | false | Yes (true) | Yes (true) |
| JAMES STATEN | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $1,000,000 | $700,000 | false | Yes (true) | Yes (true) |
| STEVEN A KAY | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $500,000 | $400,000 | false | Yes (true) | Yes (true) |
| STEVEN A KAY | |||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $500,000 | $468,810 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,321,268 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHRISTOPHER B ALLEN | |||
| SON-IN-LAW OF TRUSTEE | $163,284 | USC EMPLOYEE | false |
| ADLEY CHAN | |||
| SON OF TRUSTEE | $108,075 | USC EMPLOYEE | false |
| NIKI C NIKIAS | |||
| SPOUSE OF OFFICER | $194,559 | USC EMPLOYEE | false |
| QUINN GROUP INC | |||
| TRUSTEE IS OWNER | $199,040 | EQUIPMENT PURCHASE AND SERVICE | false |
| GREER GUSTAVSON | |||
| DAUGHTER OF TRUSTEE | $4,450,000 | INTEREST IN PROPERTY | false |
| CAROL PEDEN | |||
| SPOUSE OF TRUSTEE | $202,774 | USC EMPLOYEE | false |
| DIANA MEKEL | |||
| SISTER-IN-LAW OF TRUSTEE | $94,809 | USC EMPLOYEE | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $130,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 345 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,173 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH-LOW AVERAGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,618,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 13 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN(B) | THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED. |
| SCHEDULE M, PART I, LINE 32(A) | THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES BROKERAGE FIRMS TO SELL NON-CASH CONTRIBUTIONS THAT THE UNIVERSITY RECEIVES AS GIFTS AND THE PROCEEDS ARE REMITTED BACK TO THE UNIVERSITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1: | THE CENTRAL MISSION OF THE UNIVERSITY OF SOUTHERN CALIFORNIA IS THE DEVELOPMENT OF HUMAN BEINGS AND SOCIETY AS A WHOLE THROUGH THE CULTIVATION AND ENRICHMENT OF THE HUMAN MIND AND SPIRIT. THE PRINCIPAL MEANS BY WHICH OUR MISSION IS ACCOMPLISHED ARE TEACHING, RESEARCH, ARTISTIC CREATION, PROFESSIONAL PRACTICE, AND SELECTED FORMS OF PUBLIC SERVICE. OUR FIRST PRIORITY AS FACULTY AND STAFF IS THE EDUCATION OF OUR STUDENTS, FROM FRESHMEN TO POSTDOCTORALS, THROUGH A BROAD ARRAY OF ACADEMIC, PROFESSIONAL, EXTRACURRICULAR, AND ATHLETIC PROGRAMS OF THE FIRST RANK. THE INTEGRATION OF LIBERAL AND PROFESSIONAL LEARNING IS ONE OF USC'S SPECIAL STRENGTHS. WE STRIVE CONSTANTLY FOR EXCELLENCE IN TEACHING KNOWLEDGE AND SKILLS TO OUR STUDENTS, WHILE AT THE SAME TIME HELPING THEM TO ACQUIRE WISDOM AND INSIGHT, LOVE OF TRUTH AND BEAUTY, MORAL DISCERNMENT, UNDERSTANDING OF SELF, AND RESPECT AND APPRECIATION FOR OTHERS. RESEARCH OF THE HIGHEST QUALITY BY OUR FACULTY AND STUDENTS IS FUNDAMENTAL TO OUR MISSION. USC IS ONE OF A VERY SMALL NUMBER OF PREMIER ACADEMIC INSTITUTIONS IN WHICH RESEARCH AND TEACHING ARE INEXTRICABLY INTERTWINED, AND ON WHICH THE NATION DEPENDS FOR A STEADY STREAM OF NEW KNOWLEDGE, ART, AND TECHNOLOGY. OUR FACULTY ARE NOT SIMPLY TEACHERS OF THE WORKS OF OTHERS, BUT ACTIVE CONTRIBUTORS TO WHAT IS TAUGHT, THOUGHT, AND PRACTICED THROUGHOUT THE WORLD. USC IS PLURALISTIC, WELCOMING OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED, AND BACKGROUND. WE ARE A GLOBAL INSTITUTION IN A GLOBAL CENTER, ATTRACTING MORE INTERNATIONAL STUDENTS OVER THE YEARS THAN ANY OTHER AMERICAN UNIVERSITY. AND WE ARE PRIVATE, UNFETTERED BY POLITICAL CONTROL, STRONGLY COMMITTED TO ACADEMIC FREEDOM, AND PROUD OF OUR ENTREPRENEURIAL HERITAGE. AN EXTRAORDINARY CLOSENESS AND WILLINGNESS TO HELP ONE ANOTHER ARE EVIDENT AMONG USC STUDENTS, ALUMNI, FACULTY, AND STAFF; INDEED, FOR THOSE WITHIN ITS COMPASS THE TROJAN FAMILY IS A GENUINELY SUPPORTIVE COMMUNITY. ALUMNI, TRUSTEES, VOLUNTEERS, AND FRIENDS OF USC ARE ESSENTIAL TO THIS FAMILY TRADITION, PROVIDING GENEROUS FINANCIAL SUPPORT, PARTICIPATING IN UNIVERSITY GOVERNANCE, AND ASSISTING STUDENTS AT EVERY TURN. IN OUR SURROUNDING NEIGHBORHOODS AND AROUND THE GLOBE, USC PROVIDES PUBLIC LEADERSHIP AND PUBLIC SERVICE IN SUCH DIVERSE FIELDS AS HEALTH CARE, ECONOMIC DEVELOPMENT, SOCIAL WELFARE, SCIENTIFIC RESEARCH, PUBLIC POLICY, AND THE ARTS. WE ALSO SERVE THE PUBLIC INTEREST BY BEING THE LARGEST PRIVATE EMPLOYER IN THE CITY OF LOS ANGELES, AS WELL AS THE CITY'S LARGEST EXPORT INDUSTRY IN THE PRIVATE SECTOR. USC HAS PLAYED A MAJOR ROLE IN THE DEVELOPMENT OF SOUTHERN CALIFORNIA FOR MORE THAN A CENTURY AND PLAYS AN INCREASINGLY IMPORTANT ROLE IN THE DEVELOPMENT OF THE NATION AND THE WORLD. WE EXPECT TO CONTINUE TO PLAY THESE ROLES FOR MANY CENTURIES TO COME. THUS OUR PLANNING, COMMITMENTS AND FISCAL POLICIES ARE DIRECTED TOWARD BUILDING QUALITY AND EXCELLENCE IN THE LONG TERM. |
| FORM 990, PART I, LINE 6: | THE UNIVERSITY OF SOUTHERN CALIFORNIA HAS MANY VOLUNTEERS INCLUDING TRUSTEES, BUT DOES NOT FORMALLY TRACK THIS POPULATION. |
| FORM 990, PART III, LINE 4D: | OTHER PROGRAM SERVICES SPONSORED RESEARCH: THE MAJOR RESEARCH IS IN MEDICINE, ENGINEERING AND THE SCIENCES. THE INSTITUTION HAS 760 CONTRACTS/GRANTS AWARDED BY THE FEDERAL GOVERNMENT AND 764 AWARDED IN 2018-2019 BY PRIVATE CORPORATIONS, FOUNDATIONS, OTHER UNIVERSITIES, OR STATE AND LOCAL GOVERNMENTS FOR BASIC RESEARCH. FORM 990, PART VI, LINE 1: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS CHAIRED BY THE CHAIRMAN OF THE BOARD AND CONSISTS OF NO LESS THAN SEVEN AND NO MORE THAN TWENTY-FIVE VOTING MEMBERS OF THE BOARD. THE COMMITTEE IS ELECTED EACH YEAR BY THE BOARD OF TRUSTEES. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE HAS ALL OF THE POWER AND AUTHORITY OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE IS NOT EMPOWERED TO: (I) FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (II) FIX THE COMPENSATION OF THE BOARD MEMBERS FOR THEIR SERVICE AS MEMBERS OF THE BOARD OR ANY COMMITTEE; (III) AMEND OR REPEAL THE UNIVERSITY'S BYLAWS OR ADOPT NEW BYLAWS; (IV) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE SO AMENDED OR REPEALED; (V) APPOINT COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF; (VI) AUTHORIZE THE EXPENDITURE OF CORPORATE FUNDS TO SUPPORT A NOMINEE FOR BOARD MEMBERSHIP AFTER THERE ARE MORE PEOPLE NOMINATED FOR BOARD MEMBERSHIP THAN CAN BE ELECTED; OR (VII) APPROVE ANY SELF-DEALING TRANSACTION EXCEPT AS PROVIDED BY LAW. |
| FORM 990, PART VI, LINE 2 | OFFICERS, TRUSTEES AND KEY EMPLOYEES SIT ON THE BOARD OF THE MAY DEWRIGHT TRUST: JAMES M. STATEN JOHN MORK LAURA MOSQUEDA RICK J. CARUSO USC TRUSTEE WANDA M. AUSTIN, USC TRUSTEE ROBERT A. BRADWAY AND USC TRUSTEE RONALD D. SUGAR HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE WANDA M. AUSTIN AND USC TRUSTEE RONALD D. SUGAR HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE MARK A. STEVENS AND USC TRUSTEE DANIEL J. EPSTEIN HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE RONALD D. SUGAR AND USC TRUSTEE LEONARD D. SCHAEFFER HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, LINE 11(B): | THE UNIVERSITY OF SOUTHERN CALIFORNIA'S FORM 990 IS REVIEWED AT SEVERAL LEVELS. THE UNIVERSITY ENGAGES AN EXTERNAL PUBLIC ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS FORM 990 AND TO SIGN AS PAID PREPARER. AMONG THOSE WHO CONDUCT THE REVIEW OF THE FINAL FORM 990 AT THE UNIVERSITY INCLUDE MANAGEMENT, EXTERNAL COUNSEL, AND THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEW OF FORM 990 IS CONDUCTED PRIOR TO IT BEING FILED AND A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE IT IS FILED. |
| FORM 990, PART VI, LINE 12: | THE UNIVERSITY HAS A CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES POLICY AND PROCEDURE WHICH COVERS ALL COVERED EMPLOYEES AND THEIR CLOSE RELATIONS. A "COVERED EMPLOYEE" MEANS ALL FACULTY MEMBERS (INCLUDING PART-TIME AND VISITING FACULTY), STAFF AND OTHER EMPLOYEES (SUCH AS POSTDOCTORAL SCHOLARS), AND STUDENTS (INCLUDING POSTDOCTORAL FELLOWS AND GRADUATE STUDENTS) EMPLOYED OR OTHERWISE ENGAGED BY THE UNIVERSITY. THE POLICY CONTINUES TO APPLY TO COVERED EMPLOYEES WHILE ON SABBATICAL OR OTHER LEAVES OR ON VACATION, WHILE VISITING OTHER INSTITUTIONS, AND WHILE CONSULTING WITH EXTERNAL ENTITIES. A "CLOSE RELATION" MEANS SPOUSES, DOMESTIC PARTNERS, AND PARENTS, CHILDREN, SIBLINGS, AND EACH OF THEIR RESPECTIVE SPOUSES OR DOMESTIC PARTNERS. EACH COVERED EMPLOYEE OWES PROFESSIONAL LOYALTY TO THE UNIVERSITY AND MUST BE ALERT TO THE POSSIBILITY THAT OUTSIDE OBLIGATIONS, FINANCIAL INTERESTS, EMPLOYMENT, AND CERTAIN FAMILY OR INTIMATE RELATIONSHIPS CAN AFFECT THAT COMMITMENT. THEREFORE, ALL COVERED EMPLOYEES ARE RESPONSIBLE FOR DETERMINING WHETHER THEY, OR THEIR CLOSE RELATIONS, HAVE A CONFLICT OF INTEREST OR COMMITMENT COVERED BY THIS POLICY. BECAUSE NO POLICY CAN ANTICIPATE THE FULL RANGE OF OUTSIDE RELATIONSHIPS AND ACTIVITIES THAT MAY GIVE RISE TO CONFLICTS OF INTEREST OR COMMITMENT, COVERED EMPLOYEES MUST DISCLOSE ANY OUTSIDE RELATIONSHIP OR ACTIVITY THAT MAY GIVE THE APPEARANCE OF A CONFLICT AS SOON AS FEASIBLE AFTER DISCOVERY OF THE CONFLICT. THE UNIVERSITY MUST DETERMINE WHETHER A CONFLICT OF INTEREST AND/OR COMMITMENT IS MANAGEABLE BEFORE A COVERED EMPLOYEE IS ALLOWED TO UNDERTAKE THE ACTIVITY GIVING RISE TO THE CONFLICT. THE COVERED EMPLOYEE MUST COMPLY WITH ALL MEASURES PUT IN PLACE TO MANAGE, REDUCE, OR ELIMINATE CONFLICTS OF INTEREST. THIS INCLUDES ANY REQUIREMENT THAT THE COVERED EMPLOYEE PROVIDE A FOLLOW-UP DISCLOSURE AT A REASONABLE TIME INTERVAL TO PROVIDE AN UPDATE ON THE STATUS OF THE CONFLICT OF INTEREST OR COMMITMENT, AND HIS OR HER COMPLIANCE WITH THE MEASURES PUT IN PLACE TO MANAGE THE CONFLICT. ALL DISCLOSURES AS WELL AS DECISIONS ON HOW TO MANAGE THE CONFLICT SHOULD BE DOCUMENTED AND MAINTAINED BY THE PERSON OR COMMITTEE TO WHOM DISCLOSURE IS MADE, AS PROVIDED FOR IN THE POLICY. THE POLICY DOES NOT PRECLUDE THE SENIOR VICE PRESIDENT, PROVOST, OR DEAN, AS APPROPRIATE, FROM REQUIRING A COVERED EMPLOYEE TO PROVIDE ADDITIONAL CONFLICT OF INTEREST OR COMMITMENT INFORMATION OR TO DO SO ON A MORE FREQUENT BASIS (E.G., BI-ANNUALLY). IF A COVERED EMPLOYEE HAS ANY QUESTIONS ABOUT WHETHER AN OUTSIDE ACTIVITY MUST BE DISCLOSED, THE COVERED EMPLOYEE SHOULD CONSULT WITH HIS OR HER SUPERVISOR OR CONTACT THE OFFICE OF COMPLIANCE FOR GUIDANCE. SUPERVISORS WHO BECOME AWARE THAT COVERED EMPLOYEES UNDER THEIR SUPERVISION HAVE CONFLICTS OF INTEREST OR COMMITMENT COVERED BY THIS POLICY ARE OBLIGATED TO ENSURE THAT THE CONFLICT IS APPROPRIATELY DISCLOSED. IN ADDITION TO THE PROCEDURES SET FORTH IN THE UNIVERSITYS CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES POLICY, USCS PROCUREMENT SERVICES DEPARTMENT MAY IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR COMMITMENT IN THE COURSE OF PERFORMING ITS DUTIES. IN THE EVENT THAT PROCUREMENT SERVICES IDENTIFIES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR COMMITMENT, IT REQUIRES THE COVERED EMPLOYEE TO MAKE A DISCLOSURE UNDER THE CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES POLICY, AND VERIFIES THAT ALL ACTUAL CONFLICTS ARE MANAGED BEFORE PROCEEDING. DEPENDING UPON THE CONFLICT, PROCUREMENT SERVICES MAY ALSO REFER THE ISSUE TO THE SENIOR VICE PRESIDENT FOR ADMINISTRATION OR HIS OR HER DESIGNEE, FOR RESOLUTION. PURCHASING SERVICES MAY SUSPEND ANY FURTHER ACTION ON THE REQUEST THAT INITIATED THE DISCLOSURE UNTIL SUCH TIME AS THE CONFLICT IS MANAGED. IN ADDITION TO THE PROCEDURES SET FORTH ABOVE, A UNIVERSITY FACULTY MEMBER OR NON-FACULTY EMPLOYEE IS REQUIRED TO OBTAIN THE PRIOR WRITTEN APPROVAL FROM THE PROVOST AND SENIOR VICE PRESIDENT FOR ACADEMIC AFFAIRS OR SENIOR VICE PRESIDENT FOR ADMINISTRATION BEFORE HE OR SHE MAY ENDORSE OR AUTHORIZE ENDORSEMENT OF ANY PRODUCT OR SERVICE ON BEHALF OF THE UNIVERSITY. FAILURE TO DISCLOSE AND MANAGE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST UNDER THIS POLICY, INCLUDING THE EXPECTATIONS DETAILED ABOVE ABOUT WHAT AN INDIVIDUAL SHOULD OR SHOULD NOT DO, MAY BE CAUSE FOR DISCIPLINARY ACTION, WHICH MAY RESULT IN DISCIPLINE, UP THROUGH AND INCLUDING TERMINATION. FOR FACULTY, SUCH ACTION SHALL OBSERVE ALL PROVISIONS OF THE POLICIES PUBLISHED IN THE FACULTY HANDBOOK. ANY DISCIPLINARY ACTION AGAINST A FACULTY MEMBER OR NON-FACULTY EMPLOYEE UNDER THIS POLICY MUST TAKE INTO ACCOUNT THE SCALE OF THE OFFENSE, THE INDIVIDUAL'S INTENT, AND THE DEGREE OF WRONGDOING. THE UNIVERSITY MAINTAINS A CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE BOARD OF TRUSTEES. IN GENERAL, THE POLICY REQUIRES THAT A TRUSTEE MUST AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN OR ADVANTAGE, OR TO OBTAIN A FAVORED STATUS FOR ANY SPECIAL GROUP, BUSINESS, OR FAMILY ENTITY WITH WHICH THE TRUSTEE IS AFFILIATED. THE POLICY APPLIES TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES. A TRUSTEE WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER LEAVING THE BOARD. IF A TRUSTEE BECOMES AWARE OF A FINANCIAL INTEREST THAT MAY BE MATERIAL, HE OR SHE IS REQUIRED TO IMMEDIATELY DISCLOSE THAT FINANCIAL INTEREST TO THE CHAIRMAN OF THE BOARD. SUCH DISCLOSURE IS IN ADDITION TO THE REQUIRED ANNUAL DISCLOSURES. - AFTER CONDUCTING A REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, WHICH SHOULD INCLUDE AN ANALYSIS OF COMPARABLE ARRANGEMENTS OR TRANSACTIONS OR THE RECEIPT OF AN OPINION FROM AN EXPERT IN THE RELEVANT FIELD, THE BOARD SHOULD DETERMINE IN GOOD FAITH WHETHER USC COULD OBTAIN A MORE ADVANTAGEOUS FINANCIAL ARRANGEMENT OR TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. - IN ADDITION, THE BOARD SHOULD DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS, WITH KNOWLEDGE OF THE MATERIAL FACTS CONCERNING THE FINANCIAL ARRANGEMENT OR TRANSACTION AND THE TRUSTEE'S FINANCIAL INTEREST IN THE ARRANGEMENT OR TRANSACTION, WHETHER THE ARRANGEMENT OR TRANSACTION IS IN USC'S BEST INTEREST, FOR ITS OWN BENEFIT AND IS FAIR AND REASONABLE TO USC. THE BOARD SHOULD MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE ARRANGEMENT OR TRANSACTION IN CONFORMITY WITH SUCH DETERMINATION. - SHOULD THE BOARD APPROVE THE FINANCIAL ARRANGEMENT OR TRANSACTION IN QUESTION, THE TRUSTEE WHO HAS A CONFLICT OF INTEREST WILL BE REQUIRED TO ACT IN GOOD FAITH AND WITH FAIRNESS, AND TO REFRAIN FROM EXERTING UNDUE PRESSURE OR INFLUENCE. IN THE BOARD'S DISCRETION, IT MAY ALSO REQUIRE SUCH TRUSTEE TO BE SUBJECT TO THE OVERSIGHT OF A DISINTERESTED TRUSTEE. THIS POLICY HAS BEEN APPROVED BY THE BOARD. |
| FORM 990, PART VI, LINE 15: | THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT, OFFICERS AND KEY EMPLOYEES IS DETERMINED ANNUALLY USING THE SAFE HARBOR PROCESS DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6. NAMELY, A COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES TAKES THE FOLLOWING THREE STEPS: (1) IT ENSURES THAT NO MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING REVIEWED, (2) IT LOOKS TO COMPARABILITY DATA AND SPECIALIZED COMPENSATION REPORTS (AND IN SOME CASES OPINIONS) PREPARED FOR THE UNIVERSITY BY COMPENSATION CONSULTANTS WITH RESPECT TO SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED UNIVERSITIES, AND (3) IT MAINTAINS A CONTEMPORANEOUS RECORD OF ITS DELIBERATIONS AND DECISIONS. |
| FORM 990, PART VI, LINE 19: | THE UNIVERSITY MAKES ITS BYLAWS, FINANCIAL STATEMENTS/ANNUAL REPORT, CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES, AND CONFLICT OF INTEREST IN RESEARCH POLICIES AVAILABLE TO THE GENERAL PUBLIC ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART VII, SECTION A: | THE 2 HOURS NOTED FOR EACH TRUSTEE REPRESENTS A STANDARD ESTIMATE OF HOURS DEVOTED TO SERVING AS TRUSTEE. THE TITLE FOR WANDA M. AUSTIN IS INTERIM PRESIDENT (UNTIL 6/30/19) AND TRUSTEE. THE TITLE FOR CHRYSOSTOMOS L. NIKIAS IS PRESIDENT/TRUSTEE (UNTIL 8/7/2018). THE TITLE FOR CAROL MAUCH AMIR IS SENIOR VICE PRESIDENT OF LEGAL AFFAIRS AND PROFESSIONALISM (UNTIL 6/30/19). THE TITLE FOR DAVID BROWN IS INTERIM SENIOR VICE PRESIDENT, UNIVERSITY RELATIONS. THE TITLE FOR CAROLYN DOMEN-BROSHEARS IS SECRETARY OF THE UNIVERSITY (AS OF 10/10/2018) THE TITLE FOR DAVID W. WRIGHT IS INTERIM SENIOR VICE PRESIDENT, ADMINISTRATION (UNTIL 4/25/2019) AND SENIOR VICE PRESIDENT, ADMINISTRATION (AS OF 4/25/2019). THE TITLE FOR AMBER MILLER IS DEAN, USC DORNSIFE COLLEGE OF LETTERS, ARTS AND SCIENCES. THE TITLE FOR ROHIT VARMA, MD IS FORMER KECK SCHOOL OF MEDICINE DEAN (UNTIL 10/05/17). THE TITLE FOR DANI BYRD IS FORMER INTERIM DEAN, USC DORNSIFE COLLEGE OF LETTERS, ARTS AND SCIENCES. THE TITLE FOR STEVE A. KAY IS FORMER DEAN, USC DORNSIFE COLLEGE OF LETTERS, ARTS AND SCIENCES. THE TITLE FOR TODD R. DICKEY WAS SENIOR VICE PRESIDENT OF ADMINISTRATION UNTIL JUNE 30, 2018, ON WHICH DATE HE STEPPED DOWN FROM THIS POSITION. HE CONTINUED HIS EMPLOYMENT AT THE UNIVERSITY AS SPECIAL ADVISOR FROM JULY 1, 2018 TO PROVIDE CONSULTING AND OTHER ASSISTANCE AS NECESSARY TO THE PRESIDENT AND TO OTHER INDIVIDUALS AT THE UNIVERSITY AT THE PRESIDENT'S REQUEST. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS PRESENT VALUE ADJUSTMENT TO TRUST LIABILITY: $9,181,534 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| USC GATEWAY LLC | |||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 90089 | 202108058 | PROPERTY MGMT | CA | $0 | $0 | USC |
| USC VERDUGO HILLS HOSPITAL LLC | |||||||||
| UNIVERSITY GARDENS - UGB205 | LOS ANGELES | CA | 90089 | 800912056 | ACUTE CARE | CA | $0 | $0 | USC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AE MANN INSTIT FOR BIOMEDICAL ENGINEER | ||||||||||
| c/o USC UGB203 | LOS ANGELES | CA | 90089 | 954684347 | BIOMEDICAL | DE | 501(C)(3) | 12C | NA | false |
| ICT PRODUCTIONS INC | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 954843260 | EDUC. MEDIA | CA | 501(C)(3) | 12A | USC | Yes (true) |
| LORD FOUNDATION OF CALIFORNIA | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 953168340 | USC SUPPORT | CA | 501(C)(3) | 12A | USC | Yes (true) |
| DAVID X MARKS FOUNDATION | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 956034304 | USC SUPPORT | CA | 501(C)(3) | 12A | USC | Yes (true) |
| USC CARE MEDICAL GROUP INC | ||||||||||
| 1510 SAN PABLO ST SUITE 649 | LOS ANGELES | CA | 90033 | 954540991 | MANAGED CARE | CA | 501(C)(3) | 10 | USC | Yes (true) |
| SURVIVORS OF SHOAH VISUAL HISTORY FDN | ||||||||||
| C/O USC 650 W 35TH ST | LOS ANGELES | CA | 90089 | 954474965 | EDUC. MEDIA | CA | 501(C)(3) | 7 | USC | Yes (true) |
| PACIFIC-12 CONFERENCE | ||||||||||
| 1350 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941459048 | USC SUPPORT | CA | 501(C)(3) | 12A | NA | false |
| THE ASC TRUST AT USC | ||||||||||
| C/O R FOX 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | 776216147 | USC SUPPORT | PA | 501(C)(3) | 12D | NA | false |
| USC VERDUGO HILLS HOSPITAL FOUNDATION | ||||||||||
| 1812 VERDUGO BLVD | GLENDALE | CA | 91208 | 953247823 | USC SUPPORT | CA | 501(C)(3) | 12A | USC | Yes (true) |
| NAT'L HLTHCRE RESEARCH & EDUC FINANCE CO | ||||||||||
| 1445 ROSS AVENUE STE 3800 | DALLAS | TX | 75202 | 311707979 | USC SUPPORT | TX | 501(C)(3) | 12 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | EINEIN | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| USCSCA SURGICAL HOLDINGS LLC | |||||||||||||
| 1510 SAN PABLO ST | LOS ANGELES | CA | 90033 | HOLDING COMPA | CA | USC | RELATED | $0 | Yes (true) | ||||
| LAZARD EMERGING MARKETS INST | |||||||||||||
| 20 TRAFALGAR SQ STE 449 | NASHUA | NH | 03063 | INVESTMENTS | NH | USC | RELATED | $0 | false | 208047848 | $1,332,682 | $41,898,295 | 0.88750 |
| WELLINGTON TRUST COMPANY NA CTF REAL TO | |||||||||||||
| 200 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENTS | MA | USC | RELATED | $0 | false | 463970058 | $388,284 | $0 | 1.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAY ROBERTS DEWRIGHT TRUST | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 956284845 | USC SUPPORT | CA | USC | T | 1.00000 | Yes (true) | ||
| INTEGRATED DIGITAL ASSET CORPORATION | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 954680904 | 3RD PARTY CON | CA | USC | C | 1.00000 | Yes (true) | $0 | $0 |
| CHARITABLE REMAINDER TRUST (237) | ||||||||||||
| SEE PART VII FOR COLUMN C | SEE PART VII | CA | 90089 | FUNDRAISING | USC | T | Yes (true) | |||||
| POOLED INCOME FUND (1) | ||||||||||||
| FUNDRAISING | CA | USC | T | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LORD FOUNDATION OF CALIFORNIA | ||
| S | $1,217,786 | FMV |
| MAY ROBERTS DEWRIGHT TRUST | ||
| S | $793,472 | FMV |
| LORD FOUNDATION OF CALIFORNIA | ||
| C | $2,500,000 | FMV |
| DAVID X MARKS FOUNDATION | ||
| C | $1,546,000 | FMV |
| MAY ROBERTS DEWRIGHT TRUST | ||
| C | $651,478 | FMV |
| USC CARE MEDICAL GROUP INC | ||
| P | $358,824,375 | FMV |
| LAZARD EMERGING MARKETS INST TRUST | ||
| P | $417,896 | FMV |
| LAZARD EMERGING MARKETS INST TRUST | ||
| R | $1,384,790 | FMV |
| WELLINGTON TRUST COMPANY NA CTF REAL TO | ||
| S | $248,439 | FMV |
| WELLINGTON TRST CO CTF REAL TOTAL RTRN PORTFO | ||
| R | $30,049,794 | FMV |
| WELLINGTON TRST CO CTF REAL TOTAL RTRN PORTFO | ||
| P | $58,185 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 4, COLUMN (C) | FormAndLineReferenceDesc |
| Explanation | THE LEGAL DOMICILES OF THE CHARITABLE REMAINDER TRUSTS INCLUDE: CA, CO, FL, HI, IL, IN, NV, NY, NC, PA, AND WA. | ExplanationTxt |