2019-04-25T12:30:06-05:00 2018-06-30 346565596 Ernst & Young US LLP 4365 Executive Drive Suite 1600 San Diego CA 92121 990 2017-07-01 941156266 University of the Pacific UNIV 2099467372 3601 Pacific Avenue Stockton CA 95211 Kenneth M Mullen VP For Business & Finance 2019-04-25 true Jocelyne Miller P00634378 8585357200 2017 2019-02-21 02:37:17Z Pamela A Eibeck PhD President 3601 Pacific Avenue Stockton CA 95211 1294714729 false X www.pacific.edu X 1851 CA To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. 25 24 5322 426645 -87311 39895562 28179162 342845012 359312577 26416686 29332172 15392089 14064411 424549349 430888322 74401707 84424631 0 211249738 216510833 0 12095432 117416053 121030212 403067498 421965676 21481851 8922646 1067228653 1085078416 302225294 299354443 765003359 785723973 X To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. false false 219808680 332794241 INSTRUCTION, DEPARTMENTAL AND ACADEMIC SUPPORT: INCLUDES THE SALARIES, BENEFITS, SUPPLIES AND DEPARTMENTAL SUPPORT NECESSARY TO DELIVER HIGHER EDUCATION SERVICES FOR THE UNIVERSITY'S APPROXIMATELY 6,100 UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ACROSS THREE NORTHERN CALIFORNIA CAMPUSES. THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON COMBINES MANY OF THE ADVANTAGES OF A LARGER UNIVERSITY WITH THOSE OF A SMALL LIBERAL ARTS COLLEGE, OFFERING A BROAD ARRAY OF UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS THROUGH SEVEN SCHOOLS, INCLUDING THE COLLEGE OF THE PACIFIC, THE SCHOOL OF INTERNATIONAL STUDIES, THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, THE CONSERVATORY OF MUSIC, THE EBERHARDT SCHOOL OF BUSINESS, THE GLADYS L. BENERD SCHOOL OF EDUCATION, AND THE THOMAS J. LONG SCHOOL OF PHARMACY AND HEALTH SCIENCES. THE SAN FRANCISCO CAMPUS IS HOME TO THE ARTHUR A. DUGONI SCHOOL OF DENTISTRY, ONE OF THE LEADING DENTAL SCHOOLS IN THE NATION AND SEVERAL OTHER NEW ACADEMIC PROGRAMS INCLUDING: DATA ANALYTICS, AUDIOLOGY, AND MUSIC THERAPY. THE SACRAMENTO CAMPUS IS HOME TO THE MCGEORGE SCHOOL OF LAW AND HAS ALSO EXPANDED TO INCLUDE SEVERAL SPECIALIZED LEGAL DEGREE PROGRAMS, GRADUATE PROGRAMS IN BUSINESS, AND PHYSICIAN'S ASSISTANT AND DATA ANALYTICS OFFERINGS. 115657673 84424631 574836 STUDENT SERVICES, SCHOLARSHIPS AND FINANCIAL AID: INCLUDES EXPENDITURES FOR ALL FORMS OF STUDENT AID AND EXPENDITURES FOR THE EDUCATION AND SUPPORT OF THE UNIVERSITY'S APPROXIMATELY 6,100 STUDENTS. THE UNIVERSITY'S FINANCIAL AID PROGRAM DEMONSTRATES AN ONGOING COMMITMENT TO PUT A QUALITY EDUCATION WITHIN REACH, PROVIDING A WIDE RANGE OF SCHOLARSHIPS AND GRANTS, INCLUDING MATCHING CAL GRANTS FOR STUDENTS WHO QUALIFY. THE UNIVERSITY'S FOUR-YEAR GUARANTEE PROVIDES STUDENTS ASSURANCE THEY WILL BE ABLE TO GET THE CLASSES THEY NEED TO GRADUATE ON TIME. 34240282 32902658 AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES AND ATHLETICS ACTIVITIES, INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING. 14717463 RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. 14717463 384424098 true true false true false false true false true true true false false true true true false true true true false false false true false false false true true true false false false false false false true true true true true true false false false false false false false true 874 5 true 5322 true true true true AU false false false true true true false false false X 25 24 false false false false false false false true true false false true true true true true true true true false CA X X Kenneth M Mullen 2099467372 3601 Pacific Avenue Stockton CA 95211 Eibeck Pamela President 50.0 0.0 X X 573525 0 105445 Dreyfuss Evan Board Member, Treasurer 10.0 0.0 X X 0 0 0 Fleming Richard Board Member, Vice Chair, Committee Chair 15.0 0.0 X X 0 0 0 Hoch Andrea Board Member, Secretary 10.0 0.0 X X 0 0 0 Huber Kevin Board Member, Chair, Committee Chair 15.0 0.0 X X 0 0 0 Allen Norman Board Member, Committee Chair 10.0 0.0 X 0 0 0 Berberian Ronald Board Member 5.0 0.0 X 0 0 0 Berolzheimer Charles Board Member, Committee Chair 10.0 0.0 X 0 0 0 Bowman Kirk Board Member 5.0 0.0 X 0 0 0 Chan Virginia Board Member 5.0 0.0 X 0 0 0 Dassenko Paul Board Member 5.0 0.0 X 0 0 0 Eberhardt Mary-Elizabeth Board Member 5.0 0.0 X 0 0 0 Flores Armando Board Member 5.0 0.0 X 0 0 0 Gleason Bradford Board Member 5.0 0.0 X 0 0 0 Gustafson Clark Board Member, Committee Chair 10.0 0.0 X 0 0 0 Hayashi Randy Board Member 5.0 0.0 X 0 0 0 Kurtin Eve Board Member 5.0 0.0 X 0 0 0 McShane Kathleen Board Member, Committee Chair 10.0 0.0 X 0 0 0 Mitchell Gary Board Member 5.0 0.0 X 0 0 0 Philibosian Dianne Board Member 5.0 0.0 X 0 0 0 Rishwain Constance Board Member 5.0 0.0 X 0 0 0 Scotland Arthur Board Member 5.0 0.0 X 0 0 0 Shalvey Don Board Member 5.0 0.0 X 0 0 0 Spears Janet Board Member, Committee Chair 10.0 0.0 X 0 0 0 Stirling Susanne Board Member, Committee Chair 10.0 0.0 X 0 0 0 Atterbury George VP, Development 50.0 0.0 X 310349 0 60648 Day Patrick VP, Student Life 50.0 0.0 X 213146 0 45907 Mullen Kenneth VP, Business & Finance 50.0 0.0 X 342000 0 70833 Pallavicini Maria Provost 50.0 0.0 X 372741 0 53412 Sprecher Art VP for Technology and CIO 50.0 0.0 X 238071 0 52725 Ebbers Daniel Interim Dean, Conservatory of Music (outgoing) 50.0 0.0 X 115069 0 28191 Fraden Rena Dean, College of the Pacific 50.0 0.0 X 246950 0 37093 Howell Steven Dean, Engineering & Computer Science 50.0 0.0 X 310388 0 52010 Manilay Bayani Assistant Vice President, Treasury 50.0 0.0 X 153951 0 39811 Mootz Francis Dean, McGeorge School of Law (outgoing) 20.0 0.0 X 318753 0 56996 Nadershahi Nader Dean, Dugoni School of Dentistry 50.0 0.0 X 408357 0 45461 Oppenheimer Phillip Dean, Pharmacy & Health Sciences 50.0 0.0 X 258461 0 44544 Schwartz Michael Dean, McGeorge School of Law (incoming) 50.0 0.0 X 201857 0 31253 Sheared Vanessa Dean, School of Education 50.0 0.0 X 172022 0 25732 Thompson James Michael Associated Vice President and Vice Provost for Enrollment Management 50.0 0.0 X 252155 0 26495 Witte Peter Dean, Conservatory of Music (incoming) 50.0 0.0 X 130173 0 20789 Boyd Robert Professor, Outgoing Chair Orthodontics 50.0 0.0 X 314631 0 45292 Leland Edward Director of Athletics (outgoing) 50.0 0.0 X 340601 0 46561 Nattestad Anders Professor of Oral Surgery 50.0 0.0 X 541779 0 43890 Park Chan Assistant/Associate Professor 50.0 0.0 X 476808 0 51448 Stoudamire Damon Head Coach, Men's Basketball 50.0 0.0 X 438960 0 54938 Gale Lewis Dean Sabattical, Eberhardt School of Business (outgoing)/ Professor 20.0 0.0 X 196247 0 47331 Webster Linda Professor, School of Education 20.0 0.0 X 111726 0 36953 Yarborough Craig Director, Center for Success 20.0 0.0 X 257375 0 47123 7296095 0 1170881 362 true true false CAPSTONE DEVELOPMENT PARTNERS 402 OFFICE PARK DR SUITE 199 MOUNTAIN BRK AL 352232435 REAL ESTATE DEVELOPMENT 17888054 ELLUCIAN COMPANY LP 4 COUNTRY VIEW RD MALVERN PA 193551408 TECHNOLOGY 1020894 BRI INVESTORS 1776 W MARCH LN SUITE 170 STOCKTON CA 952076421 PROPERTY MANAGEMENT 732928 WEST COAST CONFERENCE 1111 BAYHILL DR SUITE 405 SAN BRUNO CA 940663043 ATHLETICS CONFERENCE 726442 DELFINO MADDEN O'MALLEY COYLE & KOEWLER 500 CAPITOL MALL SUITE 1550 SACRAMENTO CA 958144740 LEGAL 633940 23 X 0 0 539567 0 11065222 16574373 2955944 28179162 Tuition 900099 319686682 319686682 Dental Clinic 900099 15138124 15138124 Auxiliary 541800 24487771 24487771 0 0 0 0 359312577 12883966 -79136 12963102 0 0 0 0 0 0 0 0 6887445 79936 6807509 0 6807509 0 -4228 6811737 877217355 0 860769149 0 16448206 0 16448206 0 0 16448206 426826 539567 639091 -212265 0 -212265 0 0 0 0 0 0 3310541 2338231 972310 950467 21843 0 Conferences & Camps 900099 1635290 1635290 0 0 Interest Income - Loan 900099 763879 763879 0 0 Tickets, Event Sales 900099 647021 647021 0 0 3450667 2962501 488166 0 6496857 430888322 366271735 426645 36010780 84424631 84424631 8466977 5677418 2114064 675495 150965 150965 156428833 143922362 6274099 6232372 13634373 12581731 496393 556249 25536986 23905814 307055 1324117 12292699 11164240 585469 542990 7342948 7342948 806206 806206 414311 414311 2510602 2510602 10593049 10070513 255763 266773 2292266 2088260 17569 186437 25037127 23937780 555899 543448 8228687 7601739 292624 334324 10949735 10186456 280769 482510 4466551 4043777 146736 276038 7159014 6477590 681424 22533490 20388662 2144828 1412204 1297285 42564 72355 Hospitality Student Room/Board 5750146 5750146 Catering & Other Hospitality 4242171 3620580 120015 501576 Bldg/Grounds Repair/Maint 1454434 1333293 47072 74069 Athletic Activities 4340465 4340465 1496806 1460391 9736 26679 421965676 384424098 25446146 12095432 366073 -2052092 11433879 13663431 20121490 16624315 5495458 9312105 0 0 0 31523687 30690383 3240189 3418872 3218568 2256354 630924619 257260368 366626646 373664251 527894360 530403683 95031383 106282893 0 2276920 814221 1067228653 1085078416 27653760 31830493 221161 440680 15962845 20185493 176332943 167504543 0 14274919 12422356 67779666 66970878 302225294 299354443 X 341832045 333258945 98541740 115692948 324629574 336772080 765003359 785723973 1067228653 1085078416 X 8922646 11821799 0 0 -23831 X false true X true true true X false false false false false false false false true 118315 118315 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (NAICU), THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), THE ASSOCIATION OF GOVERNING BOARDS (AGB), THE GREATER SACRAMENTO ECONOMIC CHAMBER AND THE SACRAMENTO METRO CHAMBER FOUNDATION. THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (NAICU), THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), THE ASSOCIATION OF GOVERNING BOARDS (AGB), THE GREATER SACRAMENTO ECONOMIC CHAMBER AND THE SACRAMENTO METRO CHAMBER FOUNDATION. THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. 858128 42108837 X X X false 423478347 10541829 37810286 15492191 0 3362184 452976087 375243643 15085253 51369988 14873990 0 3346547 423478347 390625084 9514705 -7845182 14213398 0 2837566 375243643 386612949 6748357 13492697 13655451 0 2573468 390625084 223274000 109770012 64513344 8674469 0 2269938 386612949 0.07 0.71 0.22 true false 6263174 6263174 455054826 223477977 231576849 130176819 33782391 96394428 39429800 39429800 373664251 Hedge Funds & Private Equity 102747515 Real and Personal Property 1073311 U.S. Equities 700000 Assets Held by Other Trustees 1762067 106282893 Annuity & Unitrust Reserves 11146611 Self Insurance Reserves 11751951 Asset Retirement Obligation 9024684 Capital Lease Obligations 1073430 Federal Student Loan Program 31989861 Early Retirement Reserves 1984341 66970878 X 341622780 11821799 0 0 0 11821799 329800981 0 101087341 101087341 430888322 339878276 0 0 339878276 82087400 82087400 421965676 Schedule D, Part VII Investments - other securities 5% or more of total assets ALTERNATIVE INVESTMENTS ARE THE MAJORITY OF THE "OTHER" SECURITIES. THE ENDOWMENT HAS A 32% TARGET TO ALTERNATIVES WHICH IS PRIMARILY NON-PUBLICLY TRADED SECURITIES. THESE INVESTMENTS INCLUDE MARKETABLE ALTERNATIVES AND PRIVATE EQUITY. AT FYE 2018, THESE ASSETS REPRESENTED APPROXIMATELY 23% OF THE ENDOWMENT. Schedule D, Part III, Line 4 Collections of art - description of collections The University's Holt-Atherton Special Collections department houses the University library's non-circulating rare and unique research materials. The mission of Special Collections is to collect, preserve, and provide access to manuscript collections, a specialized book collection, and the university archives for students and faculty of the University of the Pacific and the general public. The majority of what the Special Collections Department oversees is the following: - John Muir Papers: the world's largest repository of Muir documents; - Moscone Papers: personal letters, political correspondence, draft speeches, and video interviews that bear witness to one of the most transformational eras in California politics; - Brubeck archives: a unique accumulation of materials representing the creative life of one of jazz's most renowned practitioners; - Western Americana: primarily comprised of manuscripts and specialized books, emphasizing California history; -Japanese-American Internment documents - focused on the internment relocation experience with an emphasis on San Joaquin County; -University Archives - historic records generated by administration, faculty, staff and students of Pacific. In October 2013, the estate of the late Robert and Jeannette Powell endowed a $125MM gift to the University. This bequest included approximately 18 works of art from the Powell's personal collection. The items are intended to be held for visual display throughout the University's three campuses. Schedule D, Part V, Line 4 Intended uses of endowment funds The University's endowment funds include quasi-endowed funds established by the board of regents and permanently restricted endowment funds established by donors. Endowed funds are invested in perpetuity in accordance with the university's investment and spending policies. Quasi-endowed funds are restricted to various uses as approved by the Board of Regents. Donor-restricted funds include funds invested for purposes of funding student scholarships, investment in plant, and program support. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University follows financial accounting standards board interpretation (FASB) ASC Subtopic 740-10, Income Taxes - Overall (Formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in income taxes, an interpretation of FASB Statement No. 109). As per the University's financial statement for June 30, 2018, Pacific is tax exempt under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the Revenue and Taxation Code of the State of California and, generally, is not subject to state or federal taxes on income. However, Pacific remains subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purpose for which it was granted exemption. No income tax provision has been recorded as net income, if any, from any unrelated trade or business and, in the opinion of management, is not material to the financial statements taken as a whole. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Investment Gains - 22612630 Cost of Goods Sold - -2338231 Other Changes - -3611689 Financial Aid - 84424631 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Financial Aid - 84424631 Cost of Goods Sold - -2338231 Rounding - 1000 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY Newspaper media displays include statement of racial nondiscriminatory policy of the University in the solicitation of students. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT During the tax year ending on 06/30/2018, the University received support from various federal and state governmental agencies totaling $11,065,222. Central America and the Caribbean 0 2 Program Services Conference 0 Central America and the Caribbean 0 4 Program Services RESEARCH 0 Central America and the Caribbean 0 1 Program Services STUDY ABROAD 12790 East Asia and the Pacific 0 1 Program Services FUNDRAISING 0 East Asia and the Pacific 0 13 Program Services PROFESSIONAL SERVICES 5221 East Asia and the Pacific 0 2 Program Services RESEARCH 0 East Asia and the Pacific 0 13 Program Services STUDY ABROAD 46181 East Asia and the Pacific 0 1 Program Services CONFERENCE 0 Europe (Including Iceland and Greenland) 0 0 Program Services ADVERTISING 2880 Europe (Including Iceland and Greenland) 0 6 Program Services ALUMNI RELATIONS 6480 Europe (Including Iceland and Greenland) 0 3 Program Services RESEARCH 1232 Europe (Including Iceland and Greenland) 1 8 Program Services STUDY ABROAD 96166 Europe (Including Iceland and Greenland) 0 4 Program Services PROFESSIONAL SERVICES 15200 Middle East and North Africa 0 0 Program Services STUDENT RECRUITMENT 5850 North America (Canada & Mexico only) 0 11 Program Services CONFERENCE 0 North America (Canada & Mexico only) 0 3 Program Services PROFESSIONAL SERVICES 56683 Sub-Saharan Africa 0 0 Program Services PROFESSIONAL SERVICES 2585 South Asia 0 1 Program Services PROFESSIONAL SERVICES 0 South Asia 0 2 Program Services RESEARCH 0 South America 0 1 Program Services PROFESSIONAL SERVICES 0 Europe (Including Iceland and Greenland) 0 0 Investments 2069683 Central America and the Caribbean 0 0 Investments 103253569 1 72 0 4 1 76 248683 105325837 105574520 true false true true true true Schedule F, Part I, Line 3(f) GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES THE AMOUNTS LISTED IN COLUMN (F) FOR THE UNIVERSITY'S INVESTMENTS IN CENTRAL AMERICAN/CARIBBEAN AND EUROPE REFER TO THE FAIR MARKET VALUE OF INVESTMENTS FOR THAT PARTICULAR REGION, NOT SOLELY THE EXPENDITURES FOR THE FISCAL TAX YEAR ENDED 6/30/18, AS REQUIRED BY THE IRS. Schedule F, Part I CONFERENCE-RELATED EXPENDITURES INDIRECT EXPENSES ARE NOT TRACKED FOR THESE PROGRAMS AS WE ONLY TRACK UNIVERSITY FUNDS TRANSFERRED TO FOREIGN COUNTRIES TO SUPPORT THESE PROGRAMS. Advancing Women's Leadership Forum 272351 206522 65829 0 0 3977 32548 49154 59315 Orange and Black Ball 229494 57912 171582 0 120235 0 33212 5770 87369 10 464548 275133 189415 0 88142 61277 60614 11234 26244 966393 539567 426826 0 208377 65254 126374 66158 172928 639091 -212265 true DONOR SPONSORED FINANCIAL AID 409 10010903 UNIVERSITY SPONSORED FINANCIAL AID 3043 74413728 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Federal and state programs are administered according to the laws, rules, statutes, and regulations as issued by the State of California and the U.S. Department of Education as well as the U.S. Department of Health and Human Services. University scholarships and grants are administered according to the policies and procedures developed and implemented by the Financial Aid Office in support of the University's strategic enrollment plan. The Financial Aid Office uses the Free Application for Federal Student Aid (FAFSA) as well as a number of supporting documents of verification to determine a student's eligibility for all need based programs. In addition, students are reviewed based on academic qualifications and special talents for merit based programs such as music, athletics, regents scholarships and similar programs. Policies and Procedures ensure that the determination of aid eligibility and the subsequent delivery of aid from any and all programs are done in a fair and equitable manner and in accordance with the rules and regulations that govern the individual programs. X X X X X true true X X X X X false false false false false false false true false Eibeck Pamela President 522439 0 22500 0 28586 0 45000 0 60445 0 678970 0 0 0 Atterbury George VP, Development 298290 0 0 0 12059 0 45000 0 15648 0 370997 0 0 0 Day Patrick VP, Student Life 205849 0 0 0 7297 0 39293 0 6614 0 259053 0 0 0 Mullen Kenneth VP, Business & Finance 328665 0 0 0 13335 0 45000 0 25833 0 412833 0 0 0 Pallavicini Maria Provost 353650 0 0 0 19091 0 45000 0 8412 0 426153 0 0 0 Sprecher Art VP for Technology and CIO 226382 0 0 0 11689 0 27824 0 24901 0 290796 0 0 0 Fraden Rena Dean, College of the Pacific 245200 0 0 0 1750 0 24707 0 12386 0 284043 0 0 0 Howell Steven Dean, Engineering & Computer Science 300922 0 0 0 9466 0 27000 0 25010 0 362398 0 0 0 Manilay Bayani Assistant Vice President, Treasury 153496 0 0 0 455 0 15749 0 24062 0 193762 0 0 0 Mootz Francis Dean, McGeorge School of Law (outgoing) 173522 0 0 0 145231 0 27000 0 29996 0 375749 0 0 0 Nadershahi Nader Dean, Dugoni School of Dentistry 400960 0 0 0 7397 0 27000 0 18461 0 453818 0 0 0 Oppenheimer Phillip Dean, Pharmacy & Health Sciences 255029 0 0 0 3432 0 26060 0 18484 0 303005 0 0 0 Schwartz Michael Dean, McGeorge School of Law (incoming) 183286 0 0 0 18571 0 18727 0 12526 0 233110 0 0 0 Sheared Vanessa Dean, School of Education 170877 0 0 0 1145 0 17263 0 8469 0 197754 0 0 0 Thompson James Michael Associated Vice President and Vice Provost for Enrollment Management 243284 0 0 0 8871 0 24963 0 1532 0 278650 0 0 0 Witte Peter Dean, Conservatory of Music (incoming) 113750 0 0 0 16423 0 11637 0 9152 0 150962 0 0 0 Boyd Robert Professor, Outgoing Chair Orthodontics 311861 0 0 0 2770 0 27000 0 18292 0 359923 0 0 0 Leland Edward Director of Athletics (outgoing) 253866 0 0 0 86735 0 45000 0 1561 0 387162 0 0 0 Nattestad Anders Professor of Oral Surgery 540034 0 0 0 1745 0 27000 0 16890 0 585669 0 0 0 Park Chan Assistant/Associate Professor 476319 0 0 0 489 0 27000 0 24448 0 528256 0 0 0 Stoudamire Damon Head Coach, Men's Basketball 436358 0 0 0 2602 0 27000 0 27938 0 493898 0 0 0 Gale Lewis Dean Sabattical, Eberhardt School of Business (outgoing)/ Professor 73498 0 0 0 122749 0 20382 0 26949 0 243578 0 0 0 Webster Linda Professor, School of Education 111410 0 0 0 316 0 12213 0 24740 0 148679 0 0 0 Yarborough Craig Director, Center for Success 255464 0 0 0 1911 0 26719 0 20404 0 304498 0 0 0 Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT PLEASE SEE SCHEDULE O FOR THE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15A Schedule J, Part I, Line 1a First-class or charter travel The University does not pay the cost of first class travel. Any exceptions to this policy require the written approval of the President or Vice President for Business & Finance, obtained in advance of travel. Employees are permitted to use personal airline miles, "points," or other for upgrades; however, the University will not reimburse employees for the value of these upgrades. During the calendar year 2017 there was one exception granted to approve one-time first class travel. In addition, another employee with a high public profile is allowed to fly first class on all trips in order to minimize social interactions in coach, as per his employee contract. The value of the first class travel was considered a necessary business expense and therefore, was not included on the W2 for these employees. Schedule J, Part I, Line 1a Travel for companions Companion travel is the financial responsibility of the traveler except in cases where the presence of the companion is required for university business reasons and therefore is not included in the individual's W-2. Schedule J, Part I, Line 1a Housing allowance or residence for personal use The University has three campuses, located in Stockton, Sacramento and San Francisco. At the main campus in Stockton, on-campus housing is provided to the President. On the Sacramento campus, on campus housing was provided to the Dean of McGeorge School of Law through June 30, 2017. Housing is not being provided for the new Dean of McGeorge. For Stockton and Sacramento, the housing qualifies for exclusion from employee taxable income. A housing allowance in the amount of $3,000 per month was provided to the Director of Athletics and was treated as taxable compensation through October 22, 2017. Schedule J, Part I, Line 1a Health or social club dues or initiation fees The President and the Director of Athletics have University paid memberships in social, golf and country clubs to facilitate business purposes, including donor cultivation, networking and University meetings. Any personal use of such clubs are taxable to the employees and reported as a portion of the "other reportable compensation" on Schedule J Part II Column B(iii). Schedule J, Part I, Line 1a Personal services President Eibeck's W-2 includes "other reportable compensation" of $10,362 for the value of all housekeeping services provided by the University at her on-campus residence. Housekeeping services for the Sacramento campus home was personally paid by the Dean. Schedule J, Part I, Line 7 Non-fixed payments President Pamela Eibeck received a non-fixed payment based on satisfaction of a performance target at the Board of Regents discretion. A California Educational Facilities Authority 521705592 130178TA4 2009-05-28 14934717 See Part VI false false false B California Educational Facilities Authority 521705592 130178J80 2012-01-26 37987510 See Part VI false false false C California Educational Facilities Authority 521705592 000000000 2014-05-12 36500000 See Part VI false false false D California Educational Facilities Authority 521705592 1301787B6 2015-08-04 75997350 See Part VI false false false A 3295000 0 14966762 0 0 0 298693 0 0 14668069 0 0 2010 false false true true B 6750000 0 38011685 0 1752476 759750 0 0 15524175 19974981 0 2014 true false true true C 16150000 0 36500000 0 0 0 251792 0 0 36248208 0 0 2014 false false true true D 5170000 0 75997350 0 0 888095 0 0 0 75109255 0 2015 true false true true A false true false true true 0.0 0.0 0.0 false false true B false false false false 0.0 0.002 0.002 false false true C false false false false 0.0 0.004 0.004 false false true D false false true true false 0.0003 0.0003 0.0006 false false true A false false true false false false false false true B false false true false false false false false true C false true false false true false false false true D false true false false false false false false true A true B true C true D true Schedule K, Part III, Line 9 Written Procedures As noted in Schedule K, Part III, Line 9, the University has adopted management practices and procedures to ensure post-issuance compliance of its tax-exempt bond liabilities. The University's written procedures have been updated to ensure that any violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations. Schedule K, Part I, Column (f) Supplemental Information Part I, Column (F) - Description of Purpose Series 2009 (issue date May 28, 2009): Construction of John T. Chambers Engineering Technology Center, construction of Janssen-Lagorio Gymnasium, relocation of data center, upgrade of infrastructure improvements. Series 2012A (issue date January 26, 2012): To refund all of the Series 1998 and 2000 bond issuances and finance the cost of the acquisition, construction, expansion, replacement, renovation, improvement and/or equipping of a seven-story building for the San Francisco Campus at 155 Fifth Street; fund capitalized interest on a portion of the bonds; and pay certain costs in connection with the issuance of the bonds. The refunded series 1998 and 2000 was issued on February 25, 2012. Series 2014 (issue date May 12, 2014): To pay off a prior line of credit loan with Wells Fargo Bank and to pay for the costs of acquiring and developing a seven-story building for the San Francisco Campus at 155 Fifth Street. Series 2015 (issue date August 4, 2015): To refund all of the Series 2004 and 2006 bond issuances. No new debt was incurred with this issuance. Series 2016 (issue date October 26, 2016): To finance the Upper Division Housing Project that includes two four-story residence halls on the Stockton campus. Schedule K, Part II, Line 3 Supplemental Information Part II, line 3, columns A & B - Total proceeds of issue The total proceeds of the issue exceed the issue price due to investment earnings on the project fund. Schedule K, Part II, Line 11 Other Spent Proceeds Part II, line 11, columns B & D - The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow. A California Municipal Finance Authority 201563466 13048TC84 2016-10-26 36704279 SEE PART VI false false false A 36772052 477310 29724111 6570631 false false false true A false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true A true 21590 TUITION ASSISTANCE EDUCATION AMANDA LELAND FAMILY MEMBER OF EDWARD LELAND, HIGHLY COMPENSATED EMPLOYEE AND CONTRIBUTOR 57344 SEE SUPPLEMENTAL INFORMATION false BRUBECK COMMONS LLC OWNED BY RONALD BERBERIAN, REGENT AND CONTRIBUTOR 248024 SEE SUPPLEMENTAL INFORMATION false FATHEHM NADERSHAHI FAMILY MEMBER OF NADER NADERSHAHI, A KEY EMPLOYEE 59944 SEE SUPPLEMENTAL INFORMATION false NAVID KNIGHT FAMILY MEMBER OF NADER NADERSHAHI, KEY EMPLOYEE 33678 SEE SUPPLEMENTAL INFORMATION false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS EDWARD LELAND, DIRECTOR OF ATHLETICS, HIGHLY COMPENSATED EMPLOYEE, CONTRIBUTOR, IS RELATED TO AMANDA LELAND, HIS DAUGHTER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2017 FOR AMANDA LELAND. RONALD BERBERIAN, BOARD MEMBER, CONTRIBUTOR, OWNS BRUBECK COMMONS LLC, WHO WAS PAID FOR OFF CAMPUS HOUSING PROVIDED TO THE UNIVERSITY'S STUDENTS. THE AMOUNT SHOWN REPRESENTS ALL PAYMENTS MADE IN FISCAL YEAR 2018. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO FATEHM N. NADERSHAHI, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2017 FOR FATEHM N. NADERSHAHI. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO NAVID KNIGHT, HIS BROTHER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2017 FOR NAVID KNIGHT. Schedule L, Part III GRANTS OR ASSISTANCE BENEFTING INTERESTED PERSONS PER THE 990 INSTRUCTIONS, THE UNIVERSITY IS NOT REQUIRED TO IDENTIFY THE INTERESTED PERSONS WHO RECEIVED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THE UNIVERSITY MUST GROUP EACH TYPE OF ASSISTANCE PROVIDED TO INTERESTED PERSONS. THIS IS DONE IN ORDER TO PROTECT THE IDENTITY OF THE STUDENTS. X 7 2839 Market value X 528 Market value X 11471 Market value X 38 870259 Market value X 1 406496 Market value X 5 3111 Market value X 46 13806 Market value X 8 727970 Market value X 1 858129 Market value X Education Items 11 61335 Market value 1 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions Scientific specimens - Number of Contributions Drugs and medical supplies - Number of Contributions Real estate - Residential - Number of Contributions Other - Education Items Number of Contributions Food inventory - Number of Contributions Collectibles - Number of Contributions Art - Works of art - Number of Contributions Clothing and household goods - Number of Contributions Books and publications - Number of Contributions Form 990, Part I, Line 6 Total Number of Volunteers The University is fortunate to benefit from the services of volunteers across its numerous schools, departments, and programs, but the University does not formally track this population. Form 990, Part III, Line 4d Description of other program services (Expenses $ 14,717,463 including grants of $) RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. Form 990, Part VI, Line 1a EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS EXCEPT THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: (I) PRESIDENTIAL SELECTION AND TERMINATION, (II) BOARD MEMBER AND BOARD OFFICER ELECTION, (III) CHANGES IN MISSION AND PURPOSES OF THE INSTITUTION, (IV) AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS, (V) INCURRENCE OF CORPORATE INDEBTNESS, (VI) ACQUISITION, SALE AND OTHER DISPOSITION OF REAL ESTATE, EXCEPT THE ACQUISITION, SALE OR OTHER DISPOSITION OF REAL ESTATE WHICH MEETS CERTAIN CONDITIONS SET FORTH IN BOARD POLICY, (VII) ADOPTION OF THE ANNUAL BUDGET, AND (VIII) CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE NEXT SCHEDULED MEETING OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL: (I) OVERSEE THE WORK OF THE BOARD COMMITTEES, (II) PERIODICALLY REVIEW THE BYLAWS AND RECOMMEND ANY APPROPRIATE CHANGES TO THE BOARD, AND (III) SUPPORT THE PRESIDENT, AND ANNUALLY EVALUATE HIS OR HER PERFORMANCE, COMPENSATION AND CONDITIONS OF EMPLOYMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body The full Board of Regents of the University annually reviews the IRS 990 prior to filing using the following process: - A draft of the return is electronically submitted to the Board Audit Committee for review. The Audit Committee Chair then sends comments and questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Audit Committee's questions in writing and submits the explanations and a draft of the return to the full Board for any further comment. - Board members send comments and questions to the Audit Committee Chair. The Chair forwards questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Board's questions in writing and submits the explanations to the Audit Committee Chair for any further comment. - The return is finalized and filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The University regularly and consistently monitors and enforces compliance with its written conflict of interest policy. Each year, all Board of Regents members and key employees identified by the Board's Audit Committee, inclusive of those reported as Board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees in this IRS 990, are required to complete and sign a conflict of interest survey. Surveys are submitted confidentially to the Director of Internal Audit for review. All individuals surveyed are required to sign an annual disclosure of any direct or fiduciary relationships that they (or members of their family) maintain with organizations that do business with the University which could be reasonably construed to affect their independent, unbiased judgment in light of their decision-making authority or responsibility. These individuals ("covered persons") affirm they: - Have received a copy of the conflict of interest policy; - Have read and understand the policy; - Agree to comply with the policy: and - Have disclosed any direct or indirect financial interest relationship. Any potential conflicts are addressed through further discussion with the respondent and resolved and disclosed as appropriate. If the Director of Internal Audit has reasonable cause to believe a Covered Person has failed to disclose actual or possible conflicts of interests, he or she shall inform the person of the basis for such belief and allow the Covered Person an opportunity to explain the alleged failure to disclose. Covered Persons who have declared or been found to have a conflict of interest must refrain from participation in the consideration of proposed transactions, unless for special reasons the Board or administration requests clarifying information or interpretation. Persons with conflicts may not vote or be present at the time of a vote. If after such notice and opportunity to disclose is provided, the Chair of the Audit Committee determines that a failure to make the required disclosure continues, the matter is referred to the Audit Committee of the Board of Regents, who review the matter and if it is determined that there is a conflict refers the matter to the full board of regents, which takes the necessary action to mitigate the conflict to protect the interest of the University. In addition, the University separately surveys all board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees as part of the annual IRS 990 review process to inform the answers to conflict of interest and governance. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE UNIVERSITY'S BOARD OF REGENTS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND SETTING THE PRESIDENT'S COMPENSATION UPON THE RECOMMENDATIONS OF THE BOARD'S EXECUTIVE COMMITTEE AND COMPENSATION COMMITTEE. EACH YEAR, A COMPENSATION COMMITTEE COMPOSED OF THREE TO FOUR NONEMPLOYEE MEMBERS OF THE BOARD IS FORMED TO STUDY AND MAKE PRESIDENTIAL COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN ACCORDANCE WITH THE BYLAWS (ARTICLE IV), THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND REVIEWS THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD AS TO THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE FULL BOARD, AFTER CONSIDERATION OF THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE, THEN APPROVES AND ADOPTS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE PRESIDENT, AS A MEMBER OF THE BOARD OF REGENTS, IS RECUSED FROM ALL COMPENSATION DISCUSSIONS BY, AND IS NOT INVOLVED IN ANY DECISIONS OF, THE EXECUTIVE COMMITTEE OR THE BOARD. THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE AND FULL BOARD BASE THEIR RECOMMENDATIONS AND DECISION (AS APPLICABLE) ON THE FOLLOWING: CONSULTATIONS WITH AND REPORTS OF INDEPENDENT COMPENSATION CONSULTANTS WORKING AT THE DIRECTION OF THE COMPENSATION COMMITTEE WHICH INCLUDE, AMONG OTHER INFORMATION, STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEY BY THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEYS BY THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA). THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF REGENTS MINUTES DOCUMENT EACH GROUP'S RECOMMENDATION OR APPROVAL OF THE COMPENSATION FOR EACH YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Board of Regents is responsible for establishing the conditions of employment for other key institutional officers who serve under the direction of the President, including the Provost and the vice presidents. The President evaluates and recommends compensation and benefits for each officer. Each year, the President reviews the most recent annual compensation surveys prepared by the Association of California Colleges and Universities (AICCU) and the College and University Personnel Administrators (CUPA) in order to establish comparable rates of pay for similarly-sized private doctoral institutions. Compensation for other key employees is established by the Provost or Vice President with oversight responsibility for the related school or division, using market information from AICCU, CUPA, and other sources relevant to the responsibilities of the school or division key employee position. Performance reviews, along with any merit and equity salary adjustments, were completed during the fiscal year ended 6/30/18. Form 990, Part VI, Line 19 Required documents available to the public The University's conflict of interest policies and audited financial statements are posted on its website, www.pacific.edu. The governing documents are not made publicly available except to the extent that they appear as attachments to Forms detailed in response to question number 18, in which case they would be provided upon request to the Office of General Counsel, University of the Pacific, 3601 Pacific Avenue, Stockton, CA 95211. Certain governing documents, including the University's Articles of Incorporation, are on file with the State of California. Form 990, Part VII, Section A, Line 1a, Column (B) Average Hours Per Week The University does not track hours worked by Trustees, Officers, Key Employees, and Highest Compensated Employees. Full-time exempt employees of the University are expected to work no less than 40 hours per week. Amounts provided in Part VII are based upon University estimates. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other - Total Revenue: 2946727, Related or Exempt Function Revenue: 2532756, Unrelated Business Revenue: 413971, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Parking - Total Revenue: 503940, Related or Exempt Function Revenue: 429745, Unrelated Business Revenue: 74195, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACTUARIAL GAIN (LOSS) ON TRUST & ANNUITY AND OTHER CHANGES - -23831;