PEPPERDINE UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: PEPPERDINE UNIVERSITY (EIN 95-1644037)
Tax period: 2017-08-01 to 2018-07-31
Filed: 2019-06-14
IRS object ID: 201901659349300530
Schema version: 2017v2.3
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 I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-06-14T11:08:03-05:00	ReturnTs
Tax Period End	2018-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3121 W MARCH LN STE 200	AddressLine1Txt
City	STOCKTON	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	952192367	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951644037	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PEPPERDINE UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PEPP	BusinessNameControlTxt
Phone	8187021350	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HWY	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902634497	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOAN SINGLETON	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	8187021350	PhoneNum
Signature	2019-06-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRACY S PAGLIA	PreparerPersonNm
PTIN	P00366884	PTIN
Phone	2099556100	PhoneNum
Preparation	2019-06-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.129.7.100	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-06-14	IPDt
IP Tm	10:44:16	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	590998BD83A1AFC8298AB8E54118062D6841B7FE	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANDREW K BENTON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HWY	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902634497	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$682,717,863	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PEPPERDINE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1937	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	39	VotingMembersGoverningBodyCnt
Voting Members Independent	37	VotingMembersIndependentCnt
Total Employee	5006	TotalEmployeeCnt
Total Volunteers	40	TotalVolunteersCnt
Total Gross UBI	$4,368,319	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$30,223,377	PYContributionsGrantsAmt
CY Contributions Grants	$39,372,267	CYContributionsGrantsAmt
PY Program Service Revenue	$400,243,433	PYProgramServiceRevenueAmt
CY Program Service Revenue	$408,610,103	CYProgramServiceRevenueAmt
PY Investment Income	$71,044,314	PYInvestmentIncomeAmt
CY Investment Income	$61,857,274	CYInvestmentIncomeAmt
PY Other Revenue	-$690,814	PYOtherRevenueAmt
CY Other Revenue	$10,466,898	CYOtherRevenueAmt
PY Total Revenue	$500,820,310	PYTotalRevenueAmt
CY Total Revenue	$520,306,542	CYTotalRevenueAmt
PY Grants And Similar Paid	$109,138,172	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$113,354,543	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$189,311,417	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$197,233,680	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$301,341	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$99,513	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,841,409	CYTotalFundraisingExpenseAmt
PY Other Expenses	$146,507,426	PYOtherExpensesAmt
CY Other Expenses	$161,508,763	CYOtherExpensesAmt
PY Total Expenses	$445,258,356	PYTotalExpensesAmt
CY Total Expenses	$472,196,499	CYTotalExpensesAmt
PY Revenues Less Expenses	$55,561,954	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$48,110,043	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,712,036,762	TotalAssetsBOYAmt
Total Assets EOY	$1,897,654,028	TotalAssetsEOYAmt
Total Liabilities BOY	$414,571,486	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$528,669,890	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,297,465,276	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,368,984,138	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PEPPERDINE UNIVERSITY IS AN INDEPENDENT, PRIVATE CHRISTIAN UNIVERSITY COMMITTED TO THE HIGHEST STANDARDS OF EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF PURPOSE, SERVICE, AND LEADERSHIP. THE UNIVERSITY ENROLLS APPROXIMATELY 7,600 STUDENTS IN ITS FIVE COLLEGES AND SCHOOLS. SEAVER COLLEGE, THE UNIVERSITY'S UNDERGRADUATE LIBERAL ARTS COLLEGE, THE SCHOOL OF LAW, AND THE SCHOOL OF PUBLIC POLICY ARE HEADQUARTERED ON 830 ACRES IN THE SANTA MONICA MOUNTAINS OVERLOOKING THE PACIFIC OCEAN IN MALIBU, CALIFORNIA. THE GRADUATE SCHOOL OF EDUCATION AND PSYCHOLOGY AND THE GEORGE L. GRAZIADIO SCHOOL OF BUSINESS AND MANAGEMENT ARE HEADQUARTERED AT THE UNIVERSITY'S WEST LOS ANGELES, CALIFORNIA GRADUATE CAMPUS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$175,450,792	ExpenseAmt
Grant	$113,094,650	GrantAmt
Revenue	$46,660,054	RevenueAmt
Desc	STUDENT SERVICES, INCLUDING SCHOLARSHIPS TO ENROLLED STUDENTS - THERE ARE MANY AUXILIARY SERVICES OFFERED TO THE STUDENTS TO PROMOTE THEIR INTELLECTUAL, EMOTIONAL, AND SPIRITUAL DEVELOPMENT. PEPPERDINE UNIVERSITY MAINTAINS MULTIPLE DINING AND HOUSING FACILITIES, A BOOKSTORE, BANKING SERVICES, PARKING FACILITIES LOCATED ALL OVER CAMPUS, TRANSPORTATION SERVICES, RECREATIONAL FIELDS, AND MAIL SERVICES. IN ADDITION TO THESE FACILITIES, PEPPERDINE OFFERS 87% OF ITS STUDENT BODY FINANCIAL AID IN THE FORM OF VARIOUS SCHOLARSHIPS, GRANTS, AND LOANS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$98,373,865	ExpenseAmt
Grant	$164,576	GrantAmt
Revenue	$357,995,107	RevenueAmt
Desc	INSTRUCTION & RESEARCH - PEPPERDINE UNIVERSITY, A TOP CHRISTIAN INSTITUTION FOR HIGHER EDUCATION, SERVES APPROXIMATELY 3,600 UNDERGRADUATE STUDENTS AND 4,000 GRADUATE STUDENTS. IN ADDITION TO OUR CAMPUSES IN CALIFORNIA, PEPPERDINE MAINTAINS SEVEN STUDENT LEARNING PROGRAMS IN LOCATIONS SUCH AS EUROPE, ASIA, SOUTH AMERICA AND WASHINGTON D.C. PEPPERDINE BELIEVES IN A LOWER STUDENT-FACULTY RATIO (14:1) WITH AN AVERAGE CLASS SIZE OF 19. THE UNIVERSITY OFFERS 45 MAJORS THAT UNDERGRADUATES CAN PURSUE, AS WELL AS 16 GRADUATE DEGREES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$68,396,140	ExpenseAmt
Grant	$62,142	GrantAmt
Revenue	$3,227,467	RevenueAmt
Desc	ACADEMIC SUPPORT - PEPPERDINE UNIVERSITY EQUIPS STUDENTS WITH ACADEMIC SUPPORT TO ENSURE STUDENTS REACH THEIR EDUCATIONAL GOALS. UNIVERSITY SERVICES SUCH AS THE LIBRARY, TECH CENTRAL, PEPPERDINE COUNSELING CENTER, THE HEALTH CENTER, AND ONE STOP, THE PRIMARY ACADEMIC ADVISING CENTER, ASSIST IN THE WELL-BEING AND ACADEMIC PROGRESS OF OUR STUDENTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$17,833,372	ExpenseAmt
Grant	$33,175	GrantAmt
Revenue	$727,475	RevenueAmt
Desc	PUBLIC SERVICE - THE UNIVERSITY OFFERS NUMEROUS SERVICES TO THE GENERAL PUBLIC, INCLUDING ART EXHIBITS, CONCERTS, PRODUCTIONS, AND OTHER PUBLIC BENEFIT ACTIVITIES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$17,833,372	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$33,175	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$727,475	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$360,054,169	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	Yes (1)	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	11239	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5006	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	AR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	39	GoverningBodyVotingMembersCnt
Independent Voting Member	37	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOAN SINGLETON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8187021350	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HIGHWAY	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902634497	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (67 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
ANDREW K BENTON
PRESIDENT AND CEO	40.00	3.00	Yes (X)	Yes (X)	$574,154	$0	$360,326
EDWIN BIGGERS
CHAIRMAN	1.00		Yes (X)	Yes (X)	$0	$0	$0
BRETT BIGGS
REGENT	1.00		Yes (X)		$0	$0	$0
SHEILA BOST
REGENT	1.00		Yes (X)		$0	$0	$0
CHARLES BRANCH JR
REGENT	1.00		Yes (X)		$0	$0	$0
DALE BROWN
REGENT	1.00		Yes (X)		$0	$0	$0
JANICE BROWN
REGENT	1.00		Yes (X)		$0	$0	$0
JOSE COLLAZO
REGENT	1.00		Yes (X)		$0	$0	$0
NANCY DE LIBAN
REGENT	1.00		Yes (X)		$0	$0	$0
SHELLE ENSIO
REGENT	1.00		Yes (X)		$0	$0	$0
TERRY GILES
REGENT	1.00		Yes (X)		$0	$0	$0
SETH HAYE
REGENT	1.00		Yes (X)		$0	$0	$0
MICHELLE HIEPLER
REGENT	1.00		Yes (X)		$0	$0	$0
GLEN HOLDEN
REGENT	1.00		Yes (X)		$0	$0	$0
GAIL HOPKINS
REGENT	1.00		Yes (X)		$0	$0	$0
PETER JAMES JOHNSON JR
REGENT	1.00		Yes (X)		$0	$0	$0
JOHN KATCH
REGENT	1.00		Yes (X)		$0	$0	$0
DENNIS LEWIS
REGENT	1.00		Yes (X)		$0	$0	$0
JOHN T LEWIS
REGENT	1.00		Yes (X)		$0	$0	$0
KIMBERLY LINDLEY
REGENT	1.00		Yes (X)		$0	$0	$0
FAYE MCCLURE
REGENT	1.00		Yes (X)		$0	$0	$0
MICHAEL OKABAYASHI
REGENT	1.00		Yes (X)		$0	$0	$0
DANNY PHILLIPS
REGENT	1.00		Yes (X)		$0	$0	$0
TIMOTHY PHILLIPS
REGENT	1.00		Yes (X)		$0	$0	$0
JOHN PLUEGER
REGENT	1.00		Yes (X)		$0	$0	$0
JAMES PORTER
VICE CHAIRMAN	1.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
SUSAN RICE
SECRETARY	1.00		Yes (X)	Yes (X)	$0	$0	$0
CAROL RICHARDS
REGENT	1.00		Yes (X)		$0	$0	$0
FREDERICK RICKER
ASSISTANT SECRETARY	1.00		Yes (X)	Yes (X)	$0	$0	$0
B JOSEPH ROKUS
REGENT	1.00	1.00	Yes (X)		$0	$0	$0
BUI SIMON
REGENT (THRU 6/18)	1.00		Yes (X)		$0	$0	$0
HAROLD SMETHILLS
REGENT	1.00	3.00	Yes (X)		$0	$0	$0
DEE ANNA SMITH
REGENT	1.00		Yes (X)		$0	$0	$0
ROSA MERCADO SPIVEY
REGENT	1.00		Yes (X)		$0	$0	$0
WILLIAM STEVENS
REGENT	1.00		Yes (X)		$0	$0	$0
STEPHEN STEWART
REGENT	1.00		Yes (X)		$0	$0	$0
AUGUSTUS TAGLIAFERRI
REGENT	1.00		Yes (X)		$0	$0	$0
MARTA TOOMA
REGENT	1.00		Yes (X)		$0	$0	$0
ROBERT WALKER
REGENT	1.00		Yes (X)		$0	$0	$0
MARYLYN WARREN
REGENT (THRU 6/18)	1.00		Yes (X)		$0	$0	$0
JAY S WELKER
REGENT	1.00		Yes (X)		$0	$0	$0
GARY HANSON
EXECUTIVE VP AND COO	40.00			Yes (X)	$344,500	$0	$225,154
SAMUEL HINKLE
SVP FOR ADVANCEMENT	40.00	1.00		Yes (X)	$253,848	$0	$199,992
PAUL LASITER
VICE PRESIDENT AND CFO (THRU 7/18)	40.00	3.00		Yes (X)	$240,435	$0	$183,577
CHARLES PIPPIN
SENIOR VP INVESTMENTS & CIO	40.00	3.00		Yes (X)	$440,447	$0	$141,578
MICHAEL ADAMS
CHANCELLOR	40.00	3.00		Yes (X)	$428,409	$0	$236,701
RICK MARRS
PROVOST AND CHIEF ACADEMIC OFFICER	40.00			Yes (X)	$410,535	$0	$289,723
JOAN K SINGLETON
CFO	40.00			Yes (X)	$0	$0	$0
LANCE BRIDGESMITH
ASSOCIATE VP FOR PLANNING OPERATIONS	40.00				$191,526	$0	$50,157	Yes (X)
PAUL CARON
DEAN, SCHOOL OF LAW	40.00				$221,553	$0	$160,612	Yes (X)
LEE KATS
VICE PROVOST FOR RESEARCH	40.00				$254,898	$0	$40,662	Yes (X)
SARA COSENTINO
CHIEF HUMAN RESOURCES OFFICER	40.00				$160,375	$0	$60,734	Yes (X)
MICHAEL FELTNER
DEAN, SEAVER COLLEGE	40.00				$259,382	$0	$70,289	Yes (X)
FAYE E HOLTON
DIRECTOR OF INVESTMENTS	35.00	5.00			$204,856	$0	$33,233	Yes (X)
DERYCK JANSE VAN RENSBURG
DEAN, GSBM	40.00				$436,114	$0	$10,761	Yes (X)
MICHAEL NICKS
DIRECTOR OF INVESTMENTS	40.00				$179,439	$0	$55,977	Yes (X)
PHIL PHILLIPS
VICE PRESIDENT FOR ADMINISTRATION	40.00				$232,582	$0	$106,660	Yes (X)
EDNA POWELL
CHIEF BUSINESS OFFICER	40.00				$218,308	$0	$42,807	Yes (X)
JEFFREY ROHDE
MANAGING DIRECTOR OF INVESTMENTS	40.00				$243,079	$0	$32,518	Yes (X)
JONATHAN SEE
CHIEF INFORMATION OFFICER	40.00				$242,632	$0	$33,911	Yes (X)
HELEN E WILLIAMS
DEAN, GSEP	40.00				$178,408	$0	$107,725	Yes (X)
EDWARD LARSON
DARLING PROFESSOR OF LAW	40.00				$327,395	$0	$67,525		Yes (X)
LAMAR WILSON
HEAD BASKETBALL COACH	40.00				$402,634	$0	$70,923		Yes (X)
MARC GOODMAN
GENERAL COUNSEL	40.00				$267,761	$0	$42,444		Yes (X)
ROBERT J PUSHAW JR
PROFESSOR OF LAW	40.00				$263,732	$0	$53,990		Yes (X)
DEANELL TACHA
DEAN EMERITA, SCHOOL OF LAW	40.00				$376,969	$0	$30,300		Yes (X)
DAVID SMITH
ASSOC PROF ECON, ASSOC PROV ONLINE LEARNING	40.00				$208,390	$0	$61,933			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,562,361	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,770,212	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	383	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SUNDT CONSTRUCTION INC
2865 GATEWAY DR 300	SACRAMENTO	CA	95833	CONSTRUCTION	$17,301,448
SWINERTON BUILDERS
865 S FIGUEROA ST 3000	LOS ANGELES	CA	90017	CONSTRUCTION	$15,337,152
SODEXO INC & AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152516170	CATERING & CUSTODIAL	$6,397,889
NCS PEARSON INC
13036 COLLECTION CTR DR	CHICAGO	IL	60693	E-LEARNING	$4,035,051
DPR CONSTRUCTION
4665 MACARTHUR CT 100	NEWPORT BEACH	CA	92660	CONSTRUCTION	$2,830,773

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	70	CntrctRcvdGreaterThan100KCnt
Fundraising	$750,921	FundraisingAmt
Related Organizations	$2,000,000	RelatedOrganizationsAmt
Government Grants	$3,411,203	GovernmentGrantsAmt
All Other Contributions	$33,210,143	AllOtherContributionsAmt
Noncash Contributions	$2,261,496	NoncashContributionsAmt
Total Contributions	$39,372,267	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION AND FEES	611710	$362,807,555	$362,807,555
ROOM AND BOARD	611710	$38,579,591	$38,579,591
OTHER REVENUE	611710	$6,051,216	$6,051,216
SALES AND SERVICES	611710	$1,171,741	$1,171,741

Field	Value	IRS element (for citing)
Total Program Service Revenue	$408,610,103	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,318,714	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,582,455	UnrelatedBusinessRevenueAmt
Exclusion	$14,736,259	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$867,293	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$867,293	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$867,293	TotalRevenueColumnAmt
Exclusion	$867,293	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$206,922,220	SecuritiesAmt
Other	$4,200	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$161,318,160	SecuritiesAmt
Other	$69,700	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$45,604,060	SecuritiesAmt
Other	-$65,500	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,538,560	TotalRevenueColumnAmt
Exclusion	$45,538,560	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$433,508	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$750,921	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$1,023,461	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$589,953	TotalRevenueColumnAmt
Exclusion	-$589,953	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	SALES AND SERVICES	Desc
Business	611710	BusinessCd
Total Revenue Column	$5,459,840	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,785,864	UnrelatedBusinessRevenueAmt
Exclusion	$2,673,976	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,729,718	TotalRevenueColumnAmt
Exclusion	$4,729,718	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$10,189,558	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$520,306,542	TotalRevenueColumnAmt
Related Or Exempt Func Income	$408,610,103	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,368,319	UnrelatedBusinessRevenueAmt
Exclusion	$67,955,853	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$33,175	TotalAmt
Program Services	$33,175	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$103,451,566	TotalAmt
Program Services	$103,451,566	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$9,869,802	TotalAmt
Program Services	$9,869,802	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$8,119,342	TotalAmt
Program Services	$2,361,592	ProgramServicesAmt
Management And General	$4,676,668	ManagementAndGeneralAmt
Fundraising	$1,081,082	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,245,659	TotalAmt
Program Services	$788,746	ProgramServicesAmt
Management And General	$235,977	ManagementAndGeneralAmt
Fundraising	$220,936	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$142,806,432	TotalAmt
Program Services	$106,393,856	ProgramServicesAmt
Management And General	$32,523,114	ManagementAndGeneralAmt
Fundraising	$3,889,462	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,095,886	TotalAmt
Program Services	$7,143,202	ProgramServicesAmt
Management And General	$2,641,551	ManagementAndGeneralAmt
Fundraising	$311,133	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$25,176,877	TotalAmt
Program Services	$19,784,985	ProgramServicesAmt
Management And General	$4,617,145	ManagementAndGeneralAmt
Fundraising	$774,747	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,789,484	TotalAmt
Program Services	$6,826,137	ProgramServicesAmt
Management And General	$2,694,711	ManagementAndGeneralAmt
Fundraising	$268,636	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$170,810	TotalAmt
Program Services	$75,348	ProgramServicesAmt
Management And General	$95,462	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$651,699	TotalAmt
Program Services	$2,372	ProgramServicesAmt
Management And General	$644,205	ManagementAndGeneralAmt
Fundraising	$5,122	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$99,513	TotalAmt
Fundraising	$99,513	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,439,822	TotalAmt
Management And General	$6,439,822	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$24,747,562	TotalAmt
Program Services	$15,716,690	ProgramServicesAmt
Management And General	$8,808,249	ManagementAndGeneralAmt
Fundraising	$222,623	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,147,001	TotalAmt
Program Services	$5,069,896	ProgramServicesAmt
Management And General	$1,913,448	ManagementAndGeneralAmt
Fundraising	$163,657	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,955,756	TotalAmt
Program Services	$5,379,671	ProgramServicesAmt
Management And General	$4,370,595	ManagementAndGeneralAmt
Fundraising	$205,490	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,544,363	TotalAmt
Program Services	$3,293,895	ProgramServicesAmt
Management And General	$4,245,217	ManagementAndGeneralAmt
Fundraising	$5,251	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$24,621,322	TotalAmt
Program Services	$12,146,075	ProgramServicesAmt
Management And General	$12,467,180	ManagementAndGeneralAmt
Fundraising	$8,067	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$10,234,216	TotalAmt
Program Services	$7,355,007	ProgramServicesAmt
Management And General	$2,705,551	ManagementAndGeneralAmt
Fundraising	$173,658	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,050,363	TotalAmt
Program Services	$2,836,685	ProgramServicesAmt
Management And General	$1,192,432	ManagementAndGeneralAmt
Fundraising	$21,246	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,898,711	TotalAmt
Program Services	$9,733,145	ProgramServicesAmt
Management And General	$2,117,971	ManagementAndGeneralAmt
Fundraising	$47,595	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$23,599,873	TotalAmt
Program Services	$19,294,026	ProgramServicesAmt
Management And General	$4,211,500	ManagementAndGeneralAmt
Fundraising	$94,347	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$5,566,315	TotalAmt
Program Services	$82,668	ProgramServicesAmt
Management And General	$5,483,647	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CONSTRUCTION & EQUIPMEN	$5,988,667	$3,618,306	$2,370,361
EQUIPMENT RENTAL & MAIN	$3,813,962	$1,194,883	$2,605,376	$13,703
LOSS ON EXTINGUISHMENT	$14,574		$14,574

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,063,747	TotalAmt
Program Services	$17,602,441	ProgramServicesAmt
Management And General	-$2,773,835	ManagementAndGeneralAmt
Fundraising	$235,141	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$472,196,499	TotalAmt
Program Services	$360,054,169	ProgramServicesAmt
Management And General	$104,300,921	ManagementAndGeneralAmt
Fundraising	$7,841,409	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$118,945,803	BOYAmt
EOY	$135,731,228	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,908,561	BOYAmt
EOY	$38,121,580	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,542,949	BOYAmt
EOY	$8,745,154	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$200,000	BOYAmt
EOY	$870,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,125,868	BOYAmt
EOY	$4,862,666	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$680,447,303	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$235,938,510	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$389,653,781	BOYAmt
EOY	$444,508,793	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$298,096,519	BOYAmt
EOY	$316,370,835	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$578,828,881	BOYAmt
EOY	$667,883,200	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$20,620,831	BOYAmt
EOY	$19,516,369	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$262,113,569	BOYAmt
EOY	$261,044,203	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,712,036,762	BOYAmt
EOY	$1,897,654,028	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$39,451,850	BOYAmt
EOY	$43,298,616	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$13,851,501	BOYAmt
EOY	$10,020,188	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$305,938,948	BOYAmt
EOY	$425,988,895	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$39,834,103	BOYAmt
EOY	$36,173,829	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,495,084	BOYAmt
EOY	$13,188,362	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$414,571,486	BOYAmt
EOY	$528,669,890	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$799,070,675	BOYAmt
EOY	$829,663,976	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$115,569,319	BOYAmt
EOY	$129,423,474	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$382,825,282	BOYAmt
EOY	$409,896,688	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,297,465,276	BOYAmt
EOY	$1,368,984,138	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,712,036,762	BOYAmt
EOY	$1,897,654,028	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$48,110,043	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$23,231,079	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$880,127	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$45,759,771	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,939,405	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,180,908	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,472,417	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$30,223,377	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,372,267	CurrentTaxYearAmt
Total	$159,188,374	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,939,405	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,180,908	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,472,417	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$30,223,377	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,372,267	CurrentTaxYearAmt
Total	$159,188,374	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,528,874	SubstantialContributorsTotAmt
Public Support Total170	$155,659,500	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,637,575	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,144,685	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,144,981	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,336,144	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,603,552	CurrentTaxYearAmt
Total	$73,866,937	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$815,733	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,182,857	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$995,539	CurrentTaxYearAmt
Total	$2,994,129	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$7,403,694	CurrentTaxYearAmt
Total	$7,403,694	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$243,453,134	TotalSupportAmt
Gross Receipts Rltd Activities	$1,881,743,696	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.63940	PublicSupportCY170Pct
Public Support PY170	0.63200	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	CONFERENCE SERVICES OTHER INCOME	ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$13,544	OtherActivitiesAmt
Total Lobbying Expenditures	$13,544	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION HIRED A LOBBYING FIRM IN CONNECTION LAND USE ISSUES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	6	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	0	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$100,000	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$540,790	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$0	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$1,192,909	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$0	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$4,552,351	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$860,333,000	BeginningYearBalanceAmt
Contributions	$13,743,769	ContributionsAmt
Investment Earnings Or Losses	$69,227,350	InvestmentEarningsOrLossesAmt
Other Expenditures	$39,160,863	OtherExpendituresAmt
End Year Balance	$904,143,256	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$781,341,000	BeginningYearBalanceAmt
Contributions	$4,519,000	ContributionsAmt
Investment Earnings Or Losses	$112,756,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$38,283,000	OtherExpendituresAmt
End Year Balance	$860,333,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$785,767,000	BeginningYearBalanceAmt
Contributions	$5,754,000	ContributionsAmt
Investment Earnings Or Losses	$31,352,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$41,532,000	OtherExpendituresAmt
End Year Balance	$781,341,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$783,508,000	BeginningYearBalanceAmt
Contributions	$10,122,000	ContributionsAmt
Investment Earnings Or Losses	$32,859,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$40,722,000	OtherExpendituresAmt
End Year Balance	$785,767,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$709,256,000	BeginningYearBalanceAmt
Contributions	$8,987,000	ContributionsAmt
Investment Earnings Or Losses	$100,395,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$35,130,000	OtherExpendituresAmt
End Year Balance	$783,508,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.51210	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40420	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.08370	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,613,150	OtherCostOrOtherBasisAmt
Book Value	$28,613,150	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$600,068,554	OtherCostOrOtherBasisAmt
Depreciation	$215,026,201	DepreciationAmt
Book Value	$385,042,353	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,574,138	OtherCostOrOtherBasisAmt
Depreciation	$20,912,309	DepreciationAmt
Book Value	$17,661,829	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,191,461	OtherCostOrOtherBasisAmt
Book Value	$13,191,461	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$444,508,793	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$665,851,054	F
LIMITED PARTNERSHIPS	$1,125,280	F
CASH & CASH EQUIVALENT	$751,216	F
OTHER	$155,650	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$667,883,200	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
ASSETS HELD AS TRUSTEE	$165,822,562
INVESTMENTS IN SUBSIDIARIES	$55,573,279
INVESTMENTS - REAL ESTATE	$31,688,239
INVESTMENTS - NOTES RECEIVABLE	$5,459,421
HELD UNDER AGENCY AGREEMENTS	$1,971,989
OTHER INVESTMENTS	$528,713

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$261,044,203	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	US GOVERNMENT FUNDED STUDENT LOANS	Desc
Amt	$13,188,362	Amt

Field	Value	IRS element (for citing)
Total Liability	$13,188,362	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	COLLECTIONS CONSIST OF ITEMS ACQUIRED BY THE UNIVERSITY'S LIBRARY THAT REQUIRE SPECIAL HANDLING DUE TO THEIR RARITY, VALUE, AND/OR PHYSICAL CONDITION. THE UNIVERSITY ALSO MAINTAINS AN ARCHIVAL COLLECTION OF OFFICIAL DOCUMENTS, PAPERS, PUBLICATIONS, AND ARTIFACTS OF PEPPERDINE AND PERSONS CONNECTED WITH THE UNIVERSITY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH, AND PUBLIC EXHIBITION.
PART IV, LINE 2B:	THE UNIVERSITY RECORDS A CUSTODIAL LIABILITY FOR CHARITABLE GIFT ANNUITIES, CHARITABLE REMAINDER TRUSTS AND LIFE ESTATES THAT ARE SUBJECT TO LIFE INTERESTS OF THE BENEFICIARIES. NO SIGNIFICANT FINANCIAL BENEFIT CAN BE REALIZED UNTIL THE CONTRACTUAL OBLIGATIONS ARE RELEASED. THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS AS WELL AS STUDENT GROUPS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS.
PART V, LINE 4:	THE INTENT OF THE UNIVERSITY'S ENDOWMENT FUND IS TO GENERATE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSE, INCLUDING EDUCATION, RESEARCH, AND SCHOLARSHIP.
PART X, LINE 2	PEPPERDINE UNIVERSITY DOES NOT HAVE AN ASC 740 FOOTNOTE REPORTED IN ITS FINANCIAL STATEMENTS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	0	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	A DESCRIPTION OF THE UNIVERSITY NON-DISCRIMINATORY POLICY IS PUBLISHED IN THE UNIVERSITY'S ACADEMIC CATALOGS AND THE EMPLOYMENT OPPORTUNITIES PAGE OF THE HUMAN RESOURCES WEBSITE.
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: PELL GRANT, SEOG GRANT, AC GRANT, SMART GRANT, TEACH GRANT, YELLOW RIBBON, PERKINS LOANS, LOANS (SUBSIDIZED AND UNSUBSIDIZED), PLUS LOANS, AND FEDERAL WORK STUDY.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	0	INVESTMENTS	$209,752,828
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	0	INVESTMENTS	$32,424,342
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	0	INVESTMENTS	$924,627
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	1	15	PROGRAM SERVICES	$2,934,842	EDUCATIONAL PROGRAMS
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	4	65	PROGRAM SERVICES	$14,886,958	EDUCATIONAL PROGRAMS
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,	0	0	PROGRAM SERVICES	$71,529	EDUCATIONAL PROGRAMS
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	1	20	PROGRAM SERVICES	$4,351,494	EDUCATIONAL PROGRAMS
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	0	0	PROGRAM SERVICES	$210	EDUCATIONAL PROGRAMS

Field	Value	IRS element (for citing)
Subtotal Offices	6	SubtotalOfficesCnt
Subtotal Employees	100	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	6	TotalOfficeCnt
Total Employee	100	TotalEmployeeCnt
Subtotal Spent	$265,346,830	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$265,346,830	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Valuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPS/ FINANCIAL ASSISTANCE	EAST ASIA AND THE PACIFIC	91	$902,680	CREDIT TO STUDENT ACCOUNT	FMV
SCHOLARSHIPS/ FINANCIAL ASSISTANCE	EUROPE (INCLUDING ICELAND & GREENLAND)	420	$6,987,191	CREDIT TO STUDENT ACCOUNT	FMV
SCHOLARSHIPS/ FINANCIAL ASSISTANCE	SOUTH AMERICA	103	$1,926,609	CREDIT TO STUDENT ACCOUNT	FMV
SCHOLARSHIPS/ FINANCIAL ASSISTANCE	MIDDLE EAST AND NORTH AFRICA	10	$53,322	CREDIT TO STUDENT ACCOUNT	FMV

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	THE UNIVERSITY MAINTAINS AN OFFICE OF RESEARCH AND SPONSORED PROGRAMS THAT OVERSEES THE ADMINISTRATION OF ALL GRANTS, DOMESTIC AND INTERNATIONAL, TO ENSURE COMPLIANCE WITH GRANT REQUIREMENTS AS WELL AS WITH LAWS AND REGULATIONS. FURTHER OVERSIGHT IS PROVIDED BY THE UNIVERSITY FINANCE OFFICE.
PART I, LINE 3:	EXPENSES IDENTIFIED IN COLUMN (F) ARE THE EXPENSES INCURRED IN THE REGION PER THE ORGANIZATION'S GENERAL LEDGER.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL WARDER (DBA THE WARDER CONSULTANCY LLC)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2172 MALATI CIRCLE	AddressLine1Txt
City	UPLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91784	ZIPCd

Field	Value	IRS element (for citing)
Activity	PROGRAM FUNDRAISING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$646,070	GrossReceiptsAmt
Retained By Contractor	$99,513	RetainedByContractorAmt
Net To Organization	$546,557	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$646,070	TotalGrossReceiptsAmt
Total Retained By Contractors	$99,513	TotalRetainedByContractorsAmt
Total Net To Organization	$546,557	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	OR	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$392,382	GrossReceiptsEvent1Amt
Charitable Contri Event1	$223,567	CharitableContriEvent1Amt
Gross Revenue Event1	$168,815	GrossRevenueEvent1Amt
Food And Beverage Event1	$3,006	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$250,029	OtherDirectExpensesEvent1Amt
Event2	PEPPERDINE ASSOCIATES DINNER	Event2Nm
Gross Receipts Event2	$294,310	GrossReceiptsEvent2Amt
Charitable Contri Event2	$225,600	CharitableContriEvent2Amt
Gross Revenue Event2	$68,710	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$14,138	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$9,435	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$154,787	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$100,914	OtherDirectExpensesEvent2Amt
Other Events Total	8	OtherEventsTotalCnt
Gross Receipts Other Events	$497,737	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$301,754	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$195,983	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$4,991	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$3,893	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$268,629	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$17,333	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$196,306	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,184,429	GrossReceiptsTotalAmt
Charitable Contributions Tot	$750,921	CharitableContributionsTotAmt
Gross Revenue Total Events	$433,508	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$19,129	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$13,328	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$426,422	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$17,333	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$547,249	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$1,023,461	DirectExpenseSummaryEventsAmt
Net Income Summary	-$589,953	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS AQUINAS COLLEGE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10000 OJAI ROAD	AddressLine1Txt
City	SANTA PAULA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93060	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	941698615	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$30,659	CashGrantAmt
Purpose Of Grant	TEMPORARY RESTRICTED: SANTA PAULA	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS/ FINANCIAL AID PAID	GrantTypeTxt
Recipient	6185	RecipientCnt
Cash Grant	$103,451,566	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS ARE PROVIDED ON THE BASIS OF VERIFIED FINANCIAL NEED OR MERIT AND THE UNIVERSITY DOES NOT UNLAWFULLY DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, SEX, DISABILITY OR PRIOR MILITARY SERVICE. FINANCIAL ASSISTANCE IS MONITORED SO THAT IT IS IN COMPLIANCE WITH AWARDING TERMS AND CONDITIONS. EXPENDITURES ARE REVIEWED FOR ALLOWABILITY AND COMPLIANCE. STUDENTS ARE REQUIRED TO SUBMIT APPROPRIATE DOCUMENTS PRIOR TO APPROVAL. PART III: CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS AND THE NUMBER OF RECIPIENTS REPRESENTS ONLY THE NUMBERS OF STUDENTS RECEIVING INSTITUTIONAL FUNDING. OUTSIDE GRANTS, OR APPLICATIONS OF FUNDS PROVIDED BY OUTSIDE AGENCIES (E.G., FEDERAL LOAN PROGRAMS), ARE NOT INCLUDED.	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	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANDREW K BENTON
PRESIDENT AND CEO	$450,820	$0	$0	$0	$123,334	$0	$249,952	$0	$110,374	$0	$934,480	$0	$102,120	$0
GARY HANSON
EXECUTIVE VP AND COO	$339,405	$0	$0	$0	$5,095	$0	$110,787	$0	$114,367	$0	$569,654	$0	$0	$0
SAMUEL HINKLE
SVP FOR ADVANCEMENT	$174,326	$0	$0	$0	$79,522	$0	$92,788	$0	$107,204	$0	$453,840	$0	$61,527	$0
PAUL LASITER
VICE PRESIDENT AND CFO (THRU 7/18)	$157,517	$0	$0	$0	$82,918	$0	$69,000	$0	$114,577	$0	$424,012	$0	$63,276	$0
CHARLES PIPPIN
SENIOR VP INVESTMENTS & CIO	$378,041	$0	$0	$0	$62,406	$0	$113,428	$0	$28,150	$0	$582,025	$0	$53,703	$0
MICHAEL ADAMS
CHANCELLOR	$406,412	$0	$0	$0	$21,997	$0	$27,000	$0	$209,701	$0	$665,110	$0	$0	$0
RICK MARRS
PROVOST AND CHIEF ACADEMIC OFFICER	$291,833	$0	$20,000	$0	$98,702	$0	$135,446	$0	$154,277	$0	$700,258	$0	$74,129	$0
LANCE BRIDGESMITH
ASSOCIATE VP FOR PLANNING OPERATIONS	$180,594	$0	$10,500	$0	$432	$0	$14,436	$0	$35,721	$0	$241,683	$0	$0	$0
PAUL CARON
DEAN, SCHOOL OF LAW	$189,926	$0	$12,000	$0	$19,627	$0	$45,085	$0	$115,527	$0	$382,165	$0	$0	$0
LEE KATS
VICE PROVOST FOR RESEARCH	$239,481	$0	$7,500	$0	$7,917	$0	$24,454	$0	$16,208	$0	$295,560	$0	$0	$0
SARA COSENTINO
CHIEF HUMAN RESOURCES OFFICER	$159,468	$0	$0	$0	$907	$0	$17,402	$0	$43,332	$0	$221,109	$0	$0	$0
MICHAEL FELTNER
DEAN, SEAVER COLLEGE	$245,385	$0	$7,500	$0	$6,497	$0	$26,479	$0	$43,810	$0	$329,671	$0	$0	$0
FAYE E HOLTON
DIRECTOR OF INVESTMENTS	$184,078	$0	$17,658	$0	$3,120	$0	$18,827	$0	$14,406	$0	$238,089	$0	$0	$0
DERYCK JANSE VAN RENSBURG
DEAN, GSBM	$429,518	$0	$2,500	$0	$4,096	$0	$2,187	$0	$8,574	$0	$446,875	$0	$0	$0
MICHAEL NICKS
DIRECTOR OF INVESTMENTS	$161,896	$0	$16,600	$0	$943	$0	$17,328	$0	$38,649	$0	$235,416	$0	$0	$0
PHIL PHILLIPS
VICE PRESIDENT FOR ADMINISTRATION	$200,558	$0	$15,000	$0	$17,024	$0	$20,296	$0	$86,364	$0	$339,242	$0	$0	$0
EDNA POWELL
CHIEF BUSINESS OFFICER	$203,921	$0	$3,000	$0	$11,387	$0	$21,618	$0	$21,189	$0	$261,115	$0	$0	$0
JEFFREY ROHDE
MANAGING DIRECTOR OF INVESTMENTS	$222,535	$0	$20,196	$0	$348	$0	$22,381	$0	$10,137	$0	$275,597	$0	$0	$0
JONATHAN SEE
CHIEF INFORMATION OFFICER	$207,067	$0	$3,500	$0	$32,065	$0	$20,921	$0	$12,990	$0	$276,543	$0	$0	$0
HELEN E WILLIAMS
DEAN, GSEP	$155,205	$0	$2,500	$0	$20,703	$0	$26,304	$0	$81,421	$0	$286,133	$0	$0	$0
EDWARD LARSON
DARLING PROFESSOR OF LAW	$293,108	$0	$5,000	$0	$29,287	$0	$27,000	$0	$40,525	$0	$394,920	$0	$0	$0
LAMAR WILSON
HEAD BASKETBALL COACH	$357,348	$0	$25,000	$0	$20,286	$0	$27,000	$0	$43,923	$0	$473,557	$0	$0	$0
MARC GOODMAN
GENERAL COUNSEL	$242,022	$0	$15,000	$0	$10,739	$0	$24,825	$0	$17,619	$0	$310,205	$0	$0	$0
ROBERT J PUSHAW JR
PROFESSOR OF LAW	$256,267	$0	$2,493	$0	$4,972	$0	$25,237	$0	$28,753	$0	$317,722	$0	$0	$0
DEANELL TACHA
DEAN EMERITA, SCHOOL OF LAW	$363,370	$0	$10,849	$0	$2,750	$0	$27,000	$0	$3,300	$0	$407,269	$0	$0	$0
DAVID SMITH
ASSOC PROF ECON, ASSOC PROV ONLINE L	$206,807	$0	$0	$0	$1,583	$0	$21,083	$0	$40,850	$0	$270,323	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST CLASS TRAVEL: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, FIRST CLASS TRAVEL IS PERMITTED TO CERTAIN OFFICERS AND KEY EMPLOYEES FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. FIVE OFFICERS AND ONE HIGHEST COMPENSATED EMPLOYEE LISTED IN FORM 990, PART VII FLEW FIRST CLASS DURING CALENDAR YEAR 2017. TRAVEL FOR COMPANIONS: PURSUANT TO A WRITTEN POLICY, CERTAIN OFFICERS AND KEY EMPLOYEES' SPOUSES ARE PERMITTED TO TRAVEL ON OCCASION WHEN NECESSARY FOR BUSINESS PURPOSE. TRAVEL FOR BUSINESS PURPOSE IS NOT INCLUDED IN TAXABLE WAGES. SIX OFFICERS AND ONE HIGHEST COMPENSATED EMPLOYEE LISTED IN FORM 990, PART VII WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2017. GROSS-UP PAYMENT: PEPPERDINE UNIVERSITY PROVIDES GROSS-UP PAYMENTS TO EMPLOYEES THAT PROVIDE LATE SUBSTANTIATION OF EXPENSES UNDER ACCOUNTABLE PLAN RULES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. AS PART OF THE MINISTERIAL HOUSING PROGRAM, PEPPERDINE PROVIDED ADDITIONAL COMPENSATION TO PARTICIPANTS FOR WAGE WITHHOLDING IN AN AMOUNT EQUAL TO THE EMPLOYER'S SHARE OF THE PARTICIPANTS' SELF-EMPLOYMENT TAX. THE INDIVIDUALS LISTED IN FORM 990, PART VII THAT WERE PROVIDED WITH GROSS-UP PAYMENTS DURING CALENDAR YEAR 2017 INCLUDE THREE OFFICERS, FOUR KEY EMPLOYEES AND ONE HIGHEST COMPENSATED EMPLOYEE. HOUSING: INCLUDED IN NON-TAXABLE BENEFITS OF EMPLOYEES WHO ARE MINISTERS IS THE VALUE OF A HOUSING ALLOWANCE PROVIDED BY PEPPERDINE UNIVERSITY TO MINISTERS. THE PROVISION OF MINISTERIAL HOUSING IS SUBJECT TO EXECUTIVE APPROVAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MINISTERIAL HOUSING DURING CALENDAR YEAR 2017 INCLUDE THREE OFFICERS AND THREE KEY EMPLOYEES. HOUSING IS PROVIDED FOR FOUR OFFICERS DURING CALENDAR YEAR 2017 AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND IS NOT INCLUDED IN TAXABLE WAGES. HEALTH OR SOCIAL CLUBS: THREE OFFICERS LISTED IN FORM 990, PART VII RECEIVED REIMBURSEMENTS FOR EXPENDITURES ASSOCIATED WITH HEALTH OR SOCIAL CLUB MEMBERSHIPS. ALL EXPENDITURES ARE FOR BUSINESS PURPOSES AND ARE APPROVED PURSUANT TO THE UNIVERSITY'S REIMBURSEMENT POLICIES. PERSONAL SERVICE: DURING CALENDAR YEAR 2017, ONE OFFICER WAS PROVIDED CERTAIN HOUSE CLEANING SERVICES AND ONE OFFICER WAS PROVIDED APPLIANCE REPAIR SERVICES IN CONNECTION WITH THEIR OCCUPANCY OF ON-CAMPUS HOUSING. THREE OFFICERS AND ONE KEY EMPLOYEE WERE PROVIDED CHAUFFEUR / CAR SERVICES FOR BUSINESS RELATED TRANSPORTATION. THE PROVISION OF SUCH SERVICES IS NOT INCLUDED AS TAXABLE WAGES.
PART I, LINE 4B	PEPPERDINE UNIVERSITY HAS AN INCENTIVE COMPENSATION PLAN FOR CERTAIN KEY EXECUTIVES. UNDER THE PLAN, UPON ACHIEVEMENT OF CERTAIN EXPECTATIONS AND GOALS AND AT THE DISCRETION OF THE BOARD OF DIRECTORS, THE PARTICIPANT WILL RECEIVE A UNIVERSITY CONTRIBUTION TO THE PLAN FOR THAT PLAN YEAR. UNIVERSITY CONTRIBUTIONS TO THE PLAN BECOME GRADUALLY VESTED BEGINNING WITH THE LAST DAY OF THE 3RD PLAN YEAR FOLLOWING THE CONTRIBUTION AND VEST 100% AT THE COMPLETION OF THE 7TH PLAN YEAR FOLLOWING THE AWARD. WHEN THE EMPLOYEE HAS ATTAINED AGE 62, THE ACCOUNT FULLY VESTS AND 100% IS PAID OUT TO THE EMPLOYEE. THE VESTING SCHEDULE IS THEN ACCELERATED SUCH THAT THE EMPLOYEE IS FULLY VESTED AFTER AGE 62. THE FOLLOWING AMOUNTS WERE AWARDED IN CALENDAR YEAR 2017: ANDREW K. BENTON - $105,536 GARY HANSON - $83,787 SAMUEL HINKLE - $47,788 RICK MARRS - $80,438 CHARLES PIPPIN - $86,428 THE FOLLOWING AMOUNTS WERE VESTED AND INCLUDED IN THE EMPLOYEE'S COMPENSATION IN 2017: ANDREW K. BENTON - $102,120 PAUL B. LASITER - $63,276 SAMUEL HINKLE - $61,527 RICK MARRS - $74,129 CHARLES PIPPIN - $53,703 UNDER A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN, SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS, PRESIDENT BENTON IS ENTITLED TO RECEIVE COMPENSATION OF APPROXIMATELY ONE YEAR'S SALARY AS THE RESULT OF THE COMPLETION OF FOUR YEARS OF SERVICE IN HIS EMPLOYMENT AS PRESIDENT OF PEPPERDINE IN 2019.
PART I, LINE 7	DISCRETIONARY BONUSES MAY BE AWARDED UPON THE ACHIEVEMENT OF CERTAIN GOALS. FORM 990, SCHEDULE J, PART II, COLUMN (F) CERTAIN AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), WERE PREVIOUSLY REPORTED ON THE PRIOR YEAR'S FORM 990, AS AMOUNTS AWARDED UNDER THE INCENTIVE COMPENSATION PLAN DISCLOSED IN RESPONSE TO SCHEDULE J, PART I, LINE 4B.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CEFA SERIES 2012
A	521705592	000000000	2012-06-05	$58,548,544	REFUND 2003A BONDS AND CAPITAL IMPROVEMENTS	Yes (1)	0	0
CEFA SERIES 2014
B	521705592	000000000	2014-12-24	$55,734,722	REFUND CEFA 2005A AND B BONDS, CONSTRUCTION, EQUIPMENT, AND FACILITIES	0	0	0
CEFA SERIES 2015
C	521705592	130179AX2	2015-09-03	$87,786,387	REFUND CEFA 2005A AND B BONDS	0	0	0
CEFA SERIES 2016
D	521705592	130179FV1	2016-03-17	$117,753,105	REFUND CEFA 2010 BONDS, CONSTRUCTION AND FACILITIES	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Refunding EscrowRefundingEscrowAmt
A	$7,960,000	$21,505,000	$58,548,544	$618,936	$11,812,381	$46,117,227	2013	Yes (1)	0	Yes (1)	Yes (1)
B	$860,000		$55,734,722	$824,034	$30,001,580	$24,909,108		0	Yes (1)	Yes (1)	Yes (1)
C	$2,480,000		$87,786,387	$717,742		$87,068,645		Yes (1)	Yes (1)	Yes (1)	Yes (1)
D			$117,753,105	$868,673	$99,395,549	$1,538,264		Yes (1)	Yes (1)	Yes (1)	Yes (1)	$16,240,467

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
D	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	0	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	0
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	DATE REBATE COMPUTATION PERFORMED	FormAndLineReferenceDesc
Explanation	ISSUER NAME: CEFA SERIES 2012 DATE THE REBATE COMPUTATION WAS PERFORMED: 06/05/2017 ISSUER NAME: CEFA SERIES 2014 DATE THE REBATE COMPUTATION WAS PERFORMED: 12/24/2017 ISSUER NAME: CEFA SERIES 2016 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/17/2018	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CEFA SERIES 2017B	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	521705592	BondIssuerEIN
CUSIP	130179LU6	CUSIPNum
Bond Issued	2017-12-21	BondIssuedDt
Issue Price	$24,514,680	IssuePriceAmt
Purpose	REFUND CEFA 2012 BONDS	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$24,514,680	TotalProceedsAmt
Refunding Escrow	$23,545,714	RefundingEscrowAmt
Issuance Costs From Proceeds	$298,224	IssuanceCostsFromProceedsAmt
Unspent	$670,742	UnspentAmt
Current Refunding	0	CurrentRefundingInd
Advance Refunding	Yes (1)	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
HELEN WILLIAMS
KEY EMPLOYEE	CONTINGENT INTEREST LOAN	Yes (X)	$200,000	$200,000	0	0	Yes (1)
MICHAEL NICKS
KEY EMPLOYEE	CONTINGENT INTEREST LOAN	Yes (X)	$320,000	$320,000	0	0	Yes (1)
JEFFREY ROHDE
KEY EMPLOYEE	CONTINGENT INTEREST LOAN	Yes (X)	$350,000	$350,000	0	0	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$870,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JEREMY MARRS
SON OF OFFICER	$141,776	EMPLOYMENT	0
NICOLE MARRS
DAUGHTER-IN-LAW OF OFFICER	$134,903	EMPLOYMENT	0
JENNIFER AKAMINE PHILLIPS
DAUGHTER-IN-LAW OF REGENT	$59,271	EMPLOYMENT	0
LANDON PHILLIPS
SON OF REGENT	$77,717	EMPLOYMENT	0
RONALD PHILLIPS
FATHER OF KEY EMPLOYEE	$321,296	EMPLOYMENT	0
SHANNON PHILLIPS
SISTER-IN-LAW OF KEY EMPLOYEE	$172,074	EMPLOYMENT	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$1	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$9	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$7,723	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	24	ContributionCnt
Noncash Contributions Rpt F990	$2,163,352	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$5,900	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$255	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	OTHER	Desc
Contribution	121	ContributionCnt
Noncash Contributions Rpt F990	$84,256	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	NUMBER OF CONTRIBUTIONS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 5 AND PART V, LINE 2A:	THE NUMBER OF EMPLOYEES INCLUDES STUDENT WORKERS. FORM 990, PART I, LINE 6: THERE ARE A NUMBER OF STUDENTS AND ALUMNI THAT VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY. THE NUMBER OF VOLUNTEERS REPRESENTS THE NUMBER OF VOLUNTEER BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 1	THE BOARD OF REGENTS OF PEPPERDINE UNIVERSITY HAS AN EXECUTIVE COMMITTEE WHICH MAY ACT FOR AND IN PLACE OF THE BOARD OF REGENTS BETWEEN REGULAR BOARD MEETINGS AND DURING ANY RECESS. ONLY REGENTS CAN BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE POWER TO TRANSACT BUSINESS ON BEHALF OF THE BOARD IN BETWEEN MEETINGS OF THE BOARD OF REGENTS, SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD OF REGENTS, THE BYLAWS, OR APPLICABLE LAW.
FORM 990, PART VI, SECTION B, LINE 11B	INFORMATION IS SUPPLIED BY THE UNIVERSITY TO THE PAID PREPARER TO PREPARE THE RETURN. A DRAFT VERSION OF THE FORM 990 IS PROVIDED TO SENIOR MANAGEMENT AND THE AUDIT COMMITTEE FOR REVIEW. CHANGES/COMMENTS ARE SUBMITTED TO MANAGEMENT AND ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE TAX RETURN BY THE UNIVERSITY'S TAX CONSULTANTS. A FULL COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	EACH OFFICER, REGENT, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER HAS WITH PEPPERDINE UNIVERSITY. THESE REGENT AND OFFICER DISCLOSURES ARE REVIEWED BY THE BOARD OF REGENTS. ALL OTHER EMPLOYEE DISCLOSURES ARE REVIEWED BY GENERAL COUNSEL AND THE EXECUTIVE VICE PRESIDENT. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. IF A CONFLICT OF IS FOUND FOR A REGENT, THE REGENT IS ASKED TO RECUSE HIM OR HERSELF FROM THE MATTER. RESOLUTION OF CONFLICTS FOR OFFICERS AND OTHER EMPLOYEES ARE OVERSEEN BY GENERAL COUNSEL.
FORM 990, PART VI, SECTION B, LINE 15A	PEPPERDINE UNIVERSITY'S BOARD OF REGENTS' COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT, PROVOST, EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER, VICE PRESIDENT FOR ADVANCEMENT, AND CHIEF FINANCIAL OFFICER ON AN ANNUAL BASIS, MOST RECENTLY IN JUNE 2019. THE COMPENSATION COMMITTEE CONSIDERS MARKET DATA AND ANALYSIS ASSEMBLED BY INDEPENDENT COMPENSATION CONSULTANTS. THE MOST RECENT INDEPENDENT COMPENSATION ANALYSIS WAS PERFORMED IN 2013; HOWEVER, THE UNIVERSITY PROVIDES ANNUAL UPDATES AND CURRENT COMPARABILITY DATA TO THE COMPENSATION COMMITTEE. THE DELIBERATIONS ARE REFLECTED IN A TRANSACTION REPORT THAT SUMMARIZES THE DECISIONS MADE BY THE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY'S FINANCIAL STATEMENTS ARE MADE AVAILABLE VIA THE UNIVERSITY'S WEBSITE. THE UNIVERSITY DOES NOT MAKE ITS CONFLICT OF INTEREST POLICIES AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	ADJUSTMENT OF ACTUARIAL LIABILITY 6,262,938. UBI FROM ALTERNATIVE INVESTMENTS -1,582,455. LOSS ON VALUATION ON BENEFIT INTEREST TRUST 494,069. ENDOWMENT SUPPORT 40,585,219.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WAVE VENTURES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24255 PACIFIC COAST HIGHWAY	AddressLine1Txt
City	MAILBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90263	ZIPCd

Field	Value	IRS element (for citing)
EIN	464526544	EIN
Primary Activities	SUPPORT PEPPERDINE UNIVERSITY	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$858,810	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	PEPPERDINE UNIVERSITY	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
WAVE ENTERPRISES INC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	954274572	SUPPORT PEPPERDINE UNIVERSITY	CA	501(C)(3)	LINE 12A, I	PEPPERDINE UNIVERSITY	Yes (1)
WAVE SERVICES INC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	954315778	SUPPORT PEPPERDINE UNIVERSITY	CA	501(C)(3)	LINE 12A, I	PEPPERDINE UNIVERSITY	Yes (1)
WAVE PROPERTY INC
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	954297104	SUPPORT PEPPERDINE UNIVERSITY	CA	501(C)(3)	LINE 12A, I	PEPPERDINE UNIVERSITY	Yes (1)
PEPPERDINE UNIVERSITY (USA) IN LONDON UK
					EDUCATION				PEPPERDINE UNIVERSITY	Yes (1)	56 PRINCES GATE	LONDON	UK	SW7 2PG	UK
PEPPERDINE ARGENTINA SRL
					EDUCATION				PEPPERDINE UNIVERSITY	Yes (1)	11 DE SEPTIEMBRE 955	BUENOS AIRES	AR	1426 CAP F	AR
PEPPERDINE UNIVERSITY (USA) IN SWITZERLAND
					EDUCATION				PEPPERDINE UNIVERSITY	Yes (1)	AV MARC DUFOUR 15	LAUSANNE	SZ	CH-1007	SZ
CINDERELLA IMMOBILIARE SRL
					EDUCATION				PEPPERDINE UNIVERSITY	Yes (1)	VIALE MILTON 41	FLORENCE	IT	50129	IT
FUNDACION PEPPERDINE UNIVERSITY PARA AMERICA LATINA
					EDUCATION				PEPPERDINE UNIVERSITY	Yes (1)	11 DE SEPTIEMBRE 955	BUENOS AIRES	AR	1426 CAP F	AR
PEPPERDINE (SHANGHAI) CONSULTING CO LTD
					EDUCATION				WAVE VENTURES LLC	Yes (1)	NR 66 LANE 532 YU YUAN ROAD	SHANGHAI	CH	200040	CH

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ANDURIL HOLDINGS LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	310 ALDER ROAD PO BOX 841	AddressLine1Txt
City	DOVER	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	19904	ZIPCd

Field	Value	IRS element (for citing)
EIN	010935824	EIN
Primary Activities	INVESTMENTS	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	PEPPERDINE UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	EXCLUDED	PredominantIncomeTypeTxt
Share Of Total Income	$35,835	ShareOfTotalIncomeAmt
Share Of EOY Assets	$1,125,278	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd
Ownership	0.99000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS (3)
INVESTING	CA	PEPPERDINE UNIVERSITY	Yes (1)
NET INCOME WITH MAKEUP CHARITABLE REMAINDER UNITRUST (1)
INVESTING	CA	PEPPERDINE UNIVERSITY	Yes (1)
CHARITABLE REMAINDER TRUSTS (60) - WAVE SERVICES
INVESTING	CA	WAVE SERVICES INC	Yes (1)
NET INCOME WITH MAKEUP CHARITABLE REMAINDER UNITRUSTS (4) - WAVE SERVICES
INVESTING	CA	WAVE SERVICES INC	Yes (1)
CHARITABLE REMAINDER ANNUITY TRUSTS (3) - WAVE SERVICES
INVESTING	CA	WAVE SERVICES INC	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WAVE SERVICES INC
S	$9,175,875	FMV
WAVE SERVICES INC
C	$2,000,000	FMV
WAVE ENTERPRISES INC
R	$74,170	FMV
WAVE PROPERTY INC
R	$512,149	FMV
PEPPERDINE UNIVERSITY (USA) IN LONDON UK
R	$1,475,519	FMV
FUNDACION PEPPERDINE UNIVERSITY PARA AMERICA LATINA
R	$1,559,973	FMV
PEPPERDINE UNIVERSITY (USA) IN SWITZERLAND
R	$2,540,669	FMV
CINDERELLA IMMOBLIARE SRL
R	$1,662,496	FMV
PEPPERDINE (SHANGHAI) CONSULTING CO LTD
R	$1,225,000	FMV