SOKA UNIVERSITY OF AMERICA: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: SOKA UNIVERSITY OF AMERICA (EIN 95-3909672)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-04-27
IRS object ID: 201821179349301357
Schema version: 2016v3.1
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 D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-04-27T14:22:22-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 S Hope St Suite 1500	AddressLine1Txt
City	Los Angeles	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	953909672	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOKA UNIVERSITY OF AMERICA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ARCHIBALD ASAWA	InCareOfNm
Business Name Control	SOKA	BusinessNameControlTxt
Phone	9494804000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 University Drive	AddressLine1Txt
City	Aliso Viejo	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92656	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ARCHIBALD E ASAWA	PersonNm
Person Title	VP FIN & ADM, CFO	PersonTitleTxt
Phone	9494804000	PhoneNum
Signature	2018-04-26	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CAREY MCKEE	PreparerPersonNm
PTIN	P01281067	PTIN
Phone	2139724000	PhoneNum
Preparation	2018-04-25	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.102.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	95488420181175000005	FederalOriginalSubmissionId
Federal Original Submission Id	2018-04-27	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	C8583CA84246FFA299C1DD409047CE8711BA5FB5	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4C50ADEA132E82CFA03F0E70DAD47461E3E8F4C4	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	YOSHINOBU HABUKI	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 University Drive	AddressLine1Txt
City	Aliso Viejo	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92656	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$224,616,975	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.soka.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1984	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF SOKA UNIVERSITY OF AMERICA IS TO FOSTER A STEADY STREAM OF GLOBAL CITIZENS COMMITTED TO LIVING A CONTRIBUTIVE LIFE. SEE ADDITIONAL INFORMATION IN SCHEDULE O.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	643	TotalEmployeeCnt
Total Volunteers	195	TotalVolunteersCnt
Total Gross UBI	$399,991	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$376,689	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,942,479	PYContributionsGrantsAmt
CY Contributions Grants	$8,780,570	CYContributionsGrantsAmt
PY Program Service Revenue	$19,449,229	PYProgramServiceRevenueAmt
CY Program Service Revenue	$19,224,548	CYProgramServiceRevenueAmt
PY Investment Income	$25,182,453	PYInvestmentIncomeAmt
CY Investment Income	$48,032,649	CYInvestmentIncomeAmt
PY Other Revenue	$1,005,508	PYOtherRevenueAmt
CY Other Revenue	$904,280	CYOtherRevenueAmt
PY Total Revenue	$54,579,669	PYTotalRevenueAmt
CY Total Revenue	$76,942,047	CYTotalRevenueAmt
PY Grants And Similar Paid	$14,078,357	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$14,159,636	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$22,352,995	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$23,948,830	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,308,534	CYTotalFundraisingExpenseAmt
PY Other Expenses	$36,968,100	PYOtherExpensesAmt
CY Other Expenses	$36,809,135	CYOtherExpensesAmt
PY Total Expenses	$73,399,452	PYTotalExpensesAmt
CY Total Expenses	$74,917,601	CYTotalExpensesAmt
PY Revenues Less Expenses	-$18,819,783	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,024,446	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,472,689,567	TotalAssetsBOYAmt
Total Assets EOY	$1,547,493,868	TotalAssetsEOYAmt
Total Liabilities BOY	$2,865,558	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,444,666	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,469,824,009	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,542,049,202	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF SOKA UNIVERSITY OF AMERICA IS TO FOSTER A STEADY STREAM OF GLOBAL CITIZENS COMMITTED TO LIVING A CONTRIBUTIVE LIFE. CONTINUED IN SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$48,466,579	ExpenseAmt
Grant	$13,890,833	GrantAmt
Revenue	$18,174,620	RevenueAmt
Desc	BACHELOR OF ARTS IN LIBERAL ARTS: BACHELOR OF ARTS DEGREE IN THE LIBERAL ARTS WITH CONCENTRATIONS IN ENVIRONMENTAL STUDIES, HUMANITIES, INTERNATIONAL STUDIES, AND SOCIAL AND BEHAVIORAL SCIENCES (421 STUDENTS). SEE ADDITIONAL INFORMATION IN SCHEDULE O.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$846,097	ExpenseAmt
Revenue	$531,479	RevenueAmt
Desc	PACIFIC BASIN RESEARCH CENTER AND ENGLISH AS A SECOND LANGUAGE (ESL) PROGRAM SERVICES (13 STUDENTS). SEE ADDITIONAL INFORMATION IN SCHEDULE O.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,726,401	ExpenseAmt
Grant	$268,803	GrantAmt
Revenue	$518,449	RevenueAmt
Desc	MASTERS OF ARTS: NEW GRADUATE PROGRAM IN EDUCATIONAL LEADERSHIP AND SOCIETAL CHANGE (13 STUDENTS). SEE ADDITIONAL INFORMATION IN SCHEDULE O.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$51,039,077	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	110	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	643	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (true)	Form8282PropertyDisposedOfInd
Form8282 Filed	12	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ARCHIBALD ASAWA	PersonNm
Phone	9494804000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 UNIVERSITY DRIVE	AddressLine1Txt
City	ALISO VIEJO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92656	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd
STEPHEN S DUNHAM JD
TRUSTEE-CHAIR	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
TARIQ HASAN PHD
TRUSTEE-VICE CHAIR	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
YOSHIHISA BABA PHD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MATILDA BUCK
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
LAWRENCE E CARTER SR PHD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARIA GUAJARDO PHD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
CLOTHILDE V HEWLETT JD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
LARRY A HICKMAN PHD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
KRIS D KNUDSEN JD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
KAREN K LEWIS PHD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DANIEL NAGASHIMA MBA
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DAVID P ROSELLE PHD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
GENE O'CONNELL RN MS
TRUSTEE (AS OF 7/1/2016)	1.0	0.0	Yes (X)		$0	$0	$0
YOSHIKI TANIGAWA
TRUSTEE (AS OF 7/1/2016)	1.0	40.0	Yes (X)		$0	$122,282	$0
SHUNICHI YAMADA MBA
TRUSTEE (AS OF 7/1/2016)	1.0	0.0	Yes (X)		$0	$0	$0
YOSHINOBU HABUKI
PRESIDENT/PROF OF ECONOMICS	40.0	0.0		Yes (X)	$392,500	$0	$47,972
TOMOKO TAKAHASHI
VP INST'L RES & ASSMT/DEAN GR	40.0	0.0		Yes (X)	$250,500	$0	$33,775
ARCHIBALD E ASAWA
VP FIN & ADM/CFO/CH INVEST OFR	40.0	0.0		Yes (X)	$280,500	$0	$35,611
DAVID M NAKABAYASHI
CONTROLLER & ASST TREASURER	40.0	0.0		Yes (X)	$140,369	$0	$26,809
EDWARD FEASEL
VP ACAD AFFRS, CAO, DEAN OF FA	40.0	0.0		Yes (X)	$250,417	$0	$34,998
HIROKI SAKAI
CORP SECRETARY	40.0	0.0		Yes (X)	$117,143	$0	$24,933
JOHN HEFFRON
PROFESSOR OF HISTORY	40.0	0.0			$195,230	$0	$35,990	Yes (X)
JAMES MEROD
PROFESSOR OF AMERICAN LIT	40.0	0.0			$171,611	$0	$28,546	Yes (X)
ROBERT ALLINSON
PROFESSOR OF PHILOSOPHY	40.0	0.0			$166,101	$0	$126,618	Yes (X)
JOHN MIN
DIRECTOR OF IT	40.0	0.0			$158,340	$0	$22,201	Yes (X)
MICHAEL WEINER
ASST DEAN OF FCLTY/PROF E ASIA	40.0	0.0			$158,181	$0	$234,895	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,280,892	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$122,282	TotReportableCompRltdOrgAmt
Total Other Compensation	$652,348	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	44	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
FACILITY SERVICE PARTNERS LLC
19201 WILLOWBROOK LANE	TRABUCO CANYON	CA	92679	CAMPUS MAINTENANCE	$4,152,315
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREET	BOSTON	MA	02110	INVESTMENT MGMT	$1,439,658
KPMG LLP
PO BOX 12001	DALLAS	TX	75612	ACCOUNTING SERVICES	$264,574
RND DEVELOPMENT COMPANY
7059 VISTA DEL MAR LN	PLAYA DEL REY	CA	90293	CONSULTANT	$300,000
OPUS 3 ARTISTS LLC
470 PARK AVE S FL 9 NORTH	NEW YORK	NY	10016	PERFORMING ARTS MGMT	$193,606

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Fundraising	$787,722	FundraisingAmt
Related Organizations	$220,000	RelatedOrganizationsAmt
All Other Contributions	$7,772,848	AllOtherContributionsAmt
Noncash Contributions	$70,514	NoncashContributionsAmt
Total Contributions	$8,780,570	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES	611710	$13,705,079	$13,705,079
HOUSING & FOOD SERVICES	721000	$4,964,270	$4,964,270
OTHER AUXILIARY SERVICES	721000	$555,199	$555,199

Field	Value	IRS element (for citing)
Total Program Service Revenue	$19,224,548	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,727,688	TotalRevenueColumnAmt
Unrelated Business Revenue	-$65,064	UnrelatedBusinessRevenueAmt
Exclusion	$8,792,752	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$569,884	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$29,068	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$540,816	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$540,816	TotalRevenueColumnAmt
Exclusion	$540,816	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$186,596,557	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$147,291,596	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$39,304,961	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$39,304,961	TotalRevenueColumnAmt
Unrelated Business Revenue	$84,270	UnrelatedBusinessRevenueAmt
Exclusion	$39,220,691	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$198,299	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$787,722	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$354,264	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$155,965	TotalRevenueColumnAmt
Exclusion	-$155,965	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PERFORMING ARTS CENTER	711130	$380,785	$380,785
REFUNDS AND REBATES	900099	$124,813		$124,813
FEES & FINES	900099	$7,579		$7,579

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,252	TotalRevenueColumnAmt
Exclusion	$6,252	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$519,429	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$76,942,047	TotalRevenueColumnAmt
Related Or Exempt Func Income	$19,224,548	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$399,991	UnrelatedBusinessRevenueAmt
Exclusion	$48,536,938	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$14,159,636	TotalAmt
Program Services	$14,159,636	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,457,183	TotalAmt
Program Services	$253,916	ProgramServicesAmt
Management And General	$1,203,267	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$15,864,452	TotalAmt
Program Services	$11,108,701	ProgramServicesAmt
Management And General	$4,329,421	ManagementAndGeneralAmt
Fundraising	$426,330	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,573,617	TotalAmt
Program Services	$1,031,317	ProgramServicesAmt
Management And General	$502,531	ManagementAndGeneralAmt
Fundraising	$39,769	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,789,963	TotalAmt
Program Services	$2,439,100	ProgramServicesAmt
Management And General	$1,260,008	ManagementAndGeneralAmt
Fundraising	$90,855	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,263,615	TotalAmt
Program Services	$828,148	ProgramServicesAmt
Management And General	$403,532	ManagementAndGeneralAmt
Fundraising	$31,935	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$137,756	TotalAmt
Management And General	$137,756	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$332,098	TotalAmt
Management And General	$332,098	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,709,306	TotalAmt
Management And General	$4,709,306	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$607,660	TotalAmt
Program Services	$126,886	ProgramServicesAmt
Management And General	$370,314	ManagementAndGeneralAmt
Fundraising	$110,460	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,379,653	TotalAmt
Program Services	$35,228	ProgramServicesAmt
Management And General	$1,344,425	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,085,396	TotalAmt
Program Services	$746,858	ProgramServicesAmt
Management And General	$277,394	ManagementAndGeneralAmt
Fundraising	$61,144	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,076,194	TotalAmt
Program Services	$204,930	ProgramServicesAmt
Management And General	$865,822	ManagementAndGeneralAmt
Fundraising	$5,442	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$9,892,237	TotalAmt
Program Services	$7,139,877	ProgramServicesAmt
Management And General	$2,739,592	ManagementAndGeneralAmt
Fundraising	$12,768	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$258,725	TotalAmt
Program Services	$37,177	ProgramServicesAmt
Management And General	$216,478	ManagementAndGeneralAmt
Fundraising	$5,070	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$318,587	TotalAmt
Program Services	$102,054	ProgramServicesAmt
Management And General	$210,470	ManagementAndGeneralAmt
Fundraising	$6,063	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,253,211	TotalAmt
Program Services	$8,382,844	ProgramServicesAmt
Management And General	$1,857,687	ManagementAndGeneralAmt
Fundraising	$12,680	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,203,442	TotalAmt
Program Services	$232,789	ProgramServicesAmt
Management And General	$970,653	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD SERVICE EXPENSE	$1,777,484	$1,777,484
INTERNSHIP PROGRAM EXPENSES	$1,533,806	$1,533,806
PERFORMING ARTS CENTER	$883,786	$10,845	$537,019	$335,922
ATHLETICS & REC. PROGRAMS	$489,574	$489,574

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$870,220	TotalAmt
Program Services	$397,907	ProgramServicesAmt
Management And General	$302,217	ManagementAndGeneralAmt
Fundraising	$170,096	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$74,917,601	TotalAmt
Program Services	$51,039,077	ProgramServicesAmt
Management And General	$22,569,990	ManagementAndGeneralAmt
Fundraising	$1,308,534	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,200	BOYAmt
EOY	$1,200	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$13,675,059	BOYAmt
EOY	$17,882,522	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$2,445,000	BOYAmt
EOY	$1,897,500	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$134,100	BOYAmt
EOY	$218,272	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$445,035,564	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$148,011,951	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$302,373,229	BOYAmt
EOY	$297,023,613	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$251,824,249	BOYAmt
EOY	$250,051,403	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$893,323,198	BOYAmt
EOY	$971,509,532	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$4,209,215	BOYAmt
EOY	$4,205,509	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,704,317	BOYAmt
EOY	$4,704,317	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,472,689,567	BOYAmt
EOY	$1,547,493,868	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,277,456	BOYAmt
EOY	$4,803,115	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$138,102	BOYAmt
EOY	$165,266	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$450,000	BOYAmt
EOY	$476,285	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,865,558	BOYAmt
EOY	$5,444,666	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$408,663,756	BOYAmt
EOY	$411,008,021	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$257,579,230	BOYAmt
EOY	$325,580,378	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$803,581,023	BOYAmt
EOY	$805,460,803	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,469,824,009	BOYAmt
EOY	$1,542,049,202	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,472,689,567	BOYAmt
EOY	$1,547,493,868	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,024,446	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$70,200,747	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,465,746	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,941,978	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,957,798	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,942,479	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,780,570	CurrentTaxYearAmt
Total	$41,088,571	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,465,746	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,941,978	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,957,798	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,942,479	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,780,570	CurrentTaxYearAmt
Total	$41,088,571	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,915,616	SubstantialContributorsTotAmt
Public Support Total170	$38,172,955	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,871,886	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,418,955	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,260,222	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,224,199	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,297,572	CurrentTaxYearAmt
Total	$60,072,834	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$561,676	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$486,734	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$594,157	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$699,361	CurrentTaxYearMinus1YearAmt
Current Tax Year	$717,728	CurrentTaxYearAmt
Total	$3,059,656	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$104,221,061	TotalSupportAmt
Gross Receipts Rltd Activities	$91,897,190	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.36627	PublicSupportCY170Pct
Public Support PY170	0.34678	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	SUPPORT SCHEDULE	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE A, PART II SOKA UNIVERSITY IS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). HOWEVER, IT IS COMPLETING PT II TO DEMONSTRATE THAT IT QUALIFIES FOR THE SPECIAL RULES PROVISION ON SCHEDULE B AND MEETS THE 33 1/3% SUPPORT TEST OF THE REGULATIONS UNDER SECTIONS 509(A)(1) ON 170(B)(1)(A)(VI).	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$4,704,317	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (true)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,161,267,272	BeginningYearBalanceAmt
Contributions	$8,803,228	ContributionsAmt
Investment Earnings Or Losses	$118,091,982	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,800,000	GrantsOrScholarshipsAmt
Other Expenditures	$38,600,000	OtherExpendituresAmt
Administrative Expenses	$4,709,306	AdministrativeExpensesAmt
End Year Balance	$1,239,053,176	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,221,435,031	BeginningYearBalanceAmt
Contributions	$8,967,786	ContributionsAmt
Investment Earnings Or Losses	-$24,986,035	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,300,000	GrantsOrScholarshipsAmt
Other Expenditures	$34,200,000	OtherExpendituresAmt
Administrative Expenses	$4,649,510	AdministrativeExpensesAmt
End Year Balance	$1,161,267,272	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,249,759,935	BeginningYearBalanceAmt
Contributions	$6,954,959	ContributionsAmt
Investment Earnings Or Losses	$4,971,565	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,100,000	GrantsOrScholarshipsAmt
Other Expenditures	$30,000,000	OtherExpendituresAmt
Administrative Expenses	$5,151,428	AdministrativeExpensesAmt
End Year Balance	$1,221,435,031	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,117,424,441	BeginningYearBalanceAmt
Contributions	$7,940,578	ContributionsAmt
Investment Earnings Or Losses	$164,679,940	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,800,000	GrantsOrScholarshipsAmt
Other Expenditures	$30,761,283	OtherExpendituresAmt
Administrative Expenses	$4,723,741	AdministrativeExpensesAmt
End Year Balance	$1,249,759,935	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,035,512,125	BeginningYearBalanceAmt
Contributions	$8,448,171	ContributionsAmt
Investment Earnings Or Losses	$108,660,838	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,600,000	GrantsOrScholarshipsAmt
Other Expenditures	$26,155,520	OtherExpendituresAmt
Administrative Expenses	$3,441,173	AdministrativeExpensesAmt
End Year Balance	$1,117,424,441	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.08719	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.65006	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.26275	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$44,634,547	OtherCostOrOtherBasisAmt
Book Value	$44,634,547	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$369,946,510	OtherCostOrOtherBasisAmt
Depreciation	$126,970,320	DepreciationAmt
Book Value	$242,976,190	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$18,879,563	OtherCostOrOtherBasisAmt
Depreciation	$16,244,018	DepreciationAmt
Book Value	$2,635,545	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,574,944	OtherCostOrOtherBasisAmt
Depreciation	$4,797,613	DepreciationAmt
Book Value	$6,777,331	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$297,023,613	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
U.S. EQUITY SEC. FUNDS	$156,689,512	F
GLOBAL EQUITY FUNDS	$119,990,382	F
EMERGING MARKET FUNDS	$73,889,466	F
BOND FUNDS	$182,207,616	F
HEDGE FUNDS	$380,227,041	F
INFLATION PROTECTION FUNDS	$58,505,515	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$971,509,532	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	SELF-INSURANCE RESERVE	Desc
Amt	$476,285	Amt

Field	Value	IRS element (for citing)
Total Liability	$476,285	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$128,679,842	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$70,200,747	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$22,658	DonatedServicesAndUseFcltsAmt
Other Revenue	$383,332	OtherRevenueAmt
Revenue Not Reported	$70,606,737	RevenueNotReportedAmt
Revenue Subtotal	$58,073,105	RevenueSubtotalAmt
Investment Expenses Not Incld	$4,709,306	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$14,159,636	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$18,868,942	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$76,942,047	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$56,454,649	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$22,658	DonatedServicesUseFcltsAmt
Other Expenses Included	$383,332	OtherExpensesIncludedAmt
Expenses Not Reported	$405,990	ExpensesNotReportedAmt
Expenses Subtotal	$56,048,659	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$4,709,306	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$14,159,636	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$18,868,942	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$74,917,601	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Collection of Art	FORM 990, SCHEDULE D, PART III, Line 4 A Variety of painting, sculptures and rare books are available for research and loaning as a public benefit.
Endowment Funds	FORM 990, SCHEDULE D, PART V, Line 4 THE ENDOWMENT PROCEEDS FUND SCHOLARSHIPS, UNIVERSITY OPERATIONS, CAPITAL RENEWAL, ACADEMIC RESEARCH AND SUPPORT FOR CLASSROOMS.
REVENUE ON FINANCIALS NOT ON RETURN	FORM 990, SCHEDULE D, PART XI, LINE 2D FUNDRAISING EXPENSES REPORTED NET ON FORM 990 $ 354,264 RENTAL EXPENSES REPORTED NET ON FORM 990 $ 29,068 ------------- TOTAL $ 383,332
REVENUE ON RETURN BUT NOT ON FINANCIALS	FORM 990, SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS & FINANCIAL AID REPORTED NET ON FINANCIALS $14,159,636
EXPENSES ON FINANCIALS BUT NOT ON RETURN	FORM 990, SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSES REPORTED NET ON FORM 990 $ 354,264 RENTAL EXPENSES REPORTED NET ON FORM 990 $ 29,068 ------------- TOTAL $ 383,332
EXPENSES ON RETURN BUT NOT ON FINANCIALS	FORM 990, SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS & FINANCIAL AID REPORTED NET ON FINANCIALS $14,159,636

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CLASSIFIED ADVERTISING	FORM 990, SCHEDULE E, PART I, LINE 3 SOKA UNIVERSITY PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE NEWSPAPER IN ORDER TO MAKE THE POLICY KNOWN TO ALL PARTS OF THE GENERAL COMMUNITY IT SERVES.
FINANCIAL AID AND ASSISTANCE FROM GOVERNMENT AGENCIES	FORM 990, SCHEDULE E, PART I, LINE 6A U.S. DEPARTMENT OF EDUCATION FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, AND FEDERAL WORK STUDY.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	Program Services	FACULTY LED TRAVEL	$27,327
South America	Program Services	FACULTY LED TRAVEL	$25,284
South Asia	Program Services	FACULTY LED TRAVEL	$17,273
Sub-Saharan Africa	Program Services	STUDY ABROAD	$100,372
Europe (Including Iceland and Greenland)	Program Services	STUDY ABROAD	$445,865
East Asia and the Pacific	Program Services	STUDY ABROAD	$378,999
South America	Program Services	STUDY ABROAD	$277,025
Central America and the Caribbean	Program Services	STUDY ABROAD	$63,945

Field	Value	IRS element (for citing)
Subtotal Spent	$1,336,090	SubtotalSpentAmt
Total Spent	$1,336,090	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	METHOD OF ACCOUNTING OF EXPENDITURES	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) THE EXPENSES REPORTED ON PART I WERE COMPILED ON THE ACCRUAL BASIS OF ACCOUNTING.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	PEACE GALA	Event1Nm
Gross Receipts Event1	$986,021	GrossReceiptsEvent1Amt
Charitable Contri Event1	$787,722	CharitableContriEvent1Amt
Gross Revenue Event1	$198,299	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$176,070	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$25,483	FoodAndBeverageEvent1Amt
Entertainment Event1	$35,052	EntertainmentEvent1Amt
Other Direct Expenses Event1	$117,659	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$986,021	GrossReceiptsTotalAmt
Charitable Contributions Tot	$787,722	CharitableContributionsTotAmt
Gross Revenue Total Events	$198,299	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$176,070	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$25,483	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$35,052	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$117,659	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$354,264	DirectExpenseSummaryEventsAmt
Net Income Summary	-$155,965	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
INSTITUTIONAL GRANT	432	$8,898,644	N/A	N/A
INSTITUTIONAL GRANT - MERIT SCHOLARSHIP	403	$4,515,529	N/A	N/A
INSTITUTIONAL GRANT - RESIDENTIAL AWARDS	10	$110,346	N/A	N/A
FEDERAL WORK STUDY	33	$51,121	N/A	N/A
FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT	34	$32,826	N/A	N/A
FEDERAL PELL GRANT PROGRAM	108	$519,110	N/A	N/A
GI BILL	1	$2,122	N/A	N/A
FWS & FSEOG (UNIVERSITY MATCHING)	46	$29,938	N/A	N/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS

FORM 990, SCHEDULE I, PART I, LINE 2 IN THE UNITED STATES SOKA UNIVERSITY OF AMERICA SERVES AS A CONDUIT TO RECEIVE AND DISBURSE STUDENT AID FUNDS FROM GOVERNMENTAL AGENCIES SUCH AS THE DEPARTMENT OF EDUCATION UNDER THE FOLLOWING PROGRAMS: - FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT - FEDERAL PELL AWARD GRANT PROGRAM - FEDERAL WORK STUDY - GI BILL INSTITUTIONAL GRANTS ARE AWARDED BY SOKA UNIVERSITY OF AMERICA TO ELIGIBLE STUDENTS WHO MEET SPECIFIC ACADEMIC AND ACHIEVEMENT CRITERIA. THE PURPOSES OF THESE GRANTS ARE CLEARLY COMMUNICATED TO THE RECIPIENTS AND ARE INTERNALLY USED FOR EDUCATIONAL PURPOSES.

NUMBER OF RECIPIENTS

FORM 990, SCHEDULE I, PART III, COLUMN (B) THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (B) IS DETERMINED BY REVIEWING THE EXACT NUMBER OF STUDENTS WHO RECEIVED THE TYPE OF AID INDICATED.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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
YOSHINOBU HABUKI
PRESIDENT/PROF OF ECONOMICS	$392,500	$0	$0	$0	$0	$0	$39,250	$0	$8,722	$0	$440,472	$0	$0	$0
TOMOKO TAKAHASHI
VP INST'L RES & ASSMT/DEAN GR	$250,500	$0	$0	$0	$0	$0	$25,050	$0	$8,725	$0	$284,275	$0	$0	$0
ARCHIBALD E ASAWA
VP FIN & ADM/CFO/CH INVEST OFR	$280,500	$0	$0	$0	$0	$0	$28,050	$0	$7,561	$0	$316,111	$0	$0	$0
DAVID M NAKABAYASHI
CONTROLLER & ASST TREASURER	$140,369	$0	$0	$0	$0	$0	$14,037	$0	$12,772	$0	$167,178	$0	$0	$0
EDWARD FEASEL
VP ACAD AFFRS, CAO, DEAN OF FA	$250,417	$0	$0	$0	$0	$0	$25,042	$0	$9,956	$0	$285,415	$0	$0	$0
JOHN HEFFRON
PROFESSOR OF HISTORY	$195,230	$0	$0	$0	$0	$0	$19,523	$0	$16,467	$0	$231,220	$0	$0	$0
JAMES MEROD
PROFESSOR OF AMERICAN LIT	$171,611	$0	$0	$0	$0	$0	$17,161	$0	$11,385	$0	$200,157	$0	$0	$0
ROBERT ALLINSON
PROFESSOR OF PHILOSOPHY	$166,101	$0	$0	$0	$0	$0	$16,610	$0	$110,008	$0	$292,719	$0	$0	$0
JOHN MIN
DIRECTOR OF IT	$158,340	$0	$0	$0	$0	$0	$15,834	$0	$6,367	$0	$180,541	$0	$0	$0
MICHAEL WEINER
ASST DEAN OF FCLTY/PROF E ASIA	$158,181	$0	$0	$0	$0	$0	$15,818	$0	$219,077	$0	$393,076	$0	$0	$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	RUBY NAGASHIMA	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	FAMILY MEMBER OF TRUSTEE	RelationshipDescriptionTxt
Transaction	$58,279	TransactionAmt
Transaction	SALARY AND BENEFITS	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$11,495	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RETAIL VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$17,535	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RETAIL VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$2,370	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RETAIL VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	BAGS, SHOES & JEWELERY	74	$18,155	RETAIL VALUE
Yes (X)	GIFT CARDS & CERTIFICATES	64	$15,214	RETAIL VALUE
Yes (X)	WINE & BEVERAGES	32	$4,575	RETAIL VALUE
Yes (X)	ELECTR/GIFT BASKETS/TOYS & GAMES	10	$1,170	RETAIL VALUE

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	CONTRIBUTIONS	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE M, PART I THE AMOUNTS IN PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS OF DONATED GOODS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ORGANIZATION'S SIGNIFICANT ACTIVITIES	FORM 990, PART I, LINE 1, CONTINUED SOKA UNIVERSITY OF AMERICA (SOKA) IS A PRIVATE, FOUR-YEAR LIBERAL ARTS COLLEGE AND GRADUATE SCHOOL IN ALISO VIEJO, CALIFORNIA. SOKA IS RANKED IN THE TOP 50 LIBERAL ARTS COLLEGES IN THE NATION BY U.S. NEWS AND WORLD REPORT'S "BEST COLLEGES 2017." FOUNDED UPON THE BUDDHIST PRINCIPLES OF PEACE, HUMAN RIGHTS AND THE SANCTITY OF LIFE, SOKA IS OPEN TO TOP STUDENTS OF ALL NATIONALITIES AND BELIEFS. ABOUT 60% OF SOKA'S STUDENTS COME FROM THE U.S. AND 40% HAVE COME FROM MORE THAN 45 OTHER COUNTRIES TO EXPERIENCE SOKA'S OUTSTANDING NON-SECTARIAN LIBERAL ARTS CURRICULUM. ADMITTED STUDENTS WHOSE ANNUAL FAMILY INCOME IS $60,000 OR LESS MAY BE ELIGIBLE FOR SOKA OPPORTUNITY SCHOLARSHIPS WHICH COVER FULL TUITION. ADDITIONAL SCHOLARSHIP OPPORTUNITIES ARE AVAILABLE FOR HIGHER INCOME LEVELS. A PROUD HERITAGE SOKA EDUCATION HAS ITS ORIGINS IN THE WORK OF TSUNESABURO MAKIGUCHI, A JAPANESE EDUCATOR AND BUDDHIST LEADER. DURING WORLD WAR II, MAKIGUCHI WAS ARRESTED AS A "THOUGHT CRIMINAL" BY JAPANESE MILITARY AUTHORITIES FOR HIS OPPOSITION TO THE WAR AND FOR HIS DEFENSE OF RELIGIOUS AND EDUCATIONAL FREEDOM. HE DIED IN PRISON IN 1944. HIS PROTG, JOSEI TODA, WHO WAS ALSO IMPRISONED WITH MAKIGUCHI DURING THE WAR AND WAS LATER RELEASED, CARRIED ON MAKIGUCHI'S DREAM TO PROMOTE EDUCATION FOR THE SAKE OF THE HAPPINESS OF THE LEARNER. AFTER MR. TODA'S PASSING IN 1958, HIS SUCCESSOR, DAISAKU IKEDA, AN EDUCATOR, AUTHOR, AND THE CURRENT PRESIDENT OF THE BUDDHIST LAY ORGANIZATION, SOKA GAKKAI INTERNATIONAL (SGI), ESTABLISHED AN ENTIRE SOKA SCHOOLS SYSTEM, WHICH RANGES FROM KINDERGARTENS TO THE 7,800-STUDENT SOKA UNIVERSITY IN JAPAN. HELPING STUDENTS LEARN HOW TO CREATE VALUE IN THEIR LIVES, THEIR COMMUNITIES AND THE WORLD IS A CENTRAL TENET OF THE SOKA SCHOOLS FOUNDED BY DAISAKU IKEDA. THE SOKA SCHOOLS HAVE ESTABLISHED A TRADITION OF HUMANISTIC LEARNING AND SCHOLARSHIP WHERE THE FOCUS IS ON EACH STUDENT'S GROWTH AND DEVELOPMENT. SOKA MEANS "TO CREATE VALUE." BACKGROUND ON SOKA UNIVERSITY OF AMERICA IN FEBRUARY 1987, A BRANCH CAMPUS OF SOKA UNIVERSITY IN JAPAN WAS ESTABLISHED AS SOKA UNIVERSITY LOS ANGELES IN CALABASAS, CALIFORNIA, TO PROVIDE ENGLISH LANGUAGE INSTRUCTION FOR STUDENTS VISITING FROM JAPAN. IN 1994, THE UNIVERSITY RECEIVED DEGREE-GRANTING APPROVAL FROM THE BUREAU FOR PRIVATE POSTSECONDARY AND VOCATIONAL EDUCATION(BPPVE) FROM THE STATE OF CALIFORNIA. AFTER RECEIVING THIS APPROVAL, THE UNIVERSITY RE-ESTABLISHED ITSELF AS AN INDEPENDENT INSTITUTION AND CHANGED ITS NAME TO SOKA UNIVERSITY OF AMERICA AND BEGAN ITS GRADUATE SCHOOL. IN 1995, SOKA ACQUIRED A 103-ACRE SITE IN ALISO VIEJO AND A NEW UNDERGRADUATE CAMPUS WAS ESTABLISHED. THE ALISO VIEJO CAMPUS WAS DEDICATED ON MAY 3, 2001, AND IN AUGUST OF THAT SAME YEAR, SOKA BEGAN ITS BACHELOR OF ARTS (BA) IN LIBERAL ARTS PROGRAM, WITH AN ENROLLMENT OF 120 STUDENTS FROM 18 COUNTRIES AND 18 STATES. THE CALABASAS CAMPUS CONTINUED TO FUNCTION AS THE SOLE CAMPUS FOR GRADUATE STUDY INSTRUCTION. SOKA MAINTAINED TWO CAMPUSES UNTIL 2005, WHEN THE DECISION WAS MADE TO CLOSE THE CALABASAS LOCATION IN 2007. ON MAY 22, 2005, THE UNDERGRADUATE PROGRAM HELD ITS FIRST COMMENCEMENT AND SOKA UNIVERSITY RECEIVED ITS ACCREDITATION FROM THE ACCREDITING COMMISSION FOR SENIOR COLLEGES AND UNIVERSITIES OF THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC.) IN APRIL 2007, THE GRADUATE SCHOOL WAS TRANSFERRED TO THE ALISO VIEJO CAMPUS. THE SOKA PERFORMING ARTS CENTER THE SOKA PERFORMING ARTS CENTER IS A 1,000 SEAT PERFORMANCE HALL WITH ACOUSTICS BY FAMED WALT DISNEY CONCERT HALL ACOUSTICIAN YASUHISA TOYOTA. THE SOKA PERFORMING ARTS CENTER AND THE ADJACENT WANGARI MAATHAI HALL ARE BOTH LEED GOLD-CERTIFIED BUILDINGS. THE SOKA PERFORMING ARTS CENTER DEDICATION TOOK PLACE ON MAY 27, 2011 WITH THE COMMENCEMENT OF THE CLASS OF 2011-PART OF SOKA'S 10TH ANNIVERSARY CELEBRATION. EVERY CONCERT SEASON, THE SOKA PERFORMING ARTS CENTER BRINGS SOME OF THE WORLD'S FINEST ARTISTS TO SOKA'S CAMPUS ENRICHING SOKA'S STUDENTS AND COMMUNITY WITH CULTURE. FROM CLASSICAL ARTISTS YO-YO MA AND EMANUEL AX TO ACADEMY OF ST. MARTIN IN THE FIELDS, TO JAZZ LEGENDS BENNY GOLSON AND KENNY BARRON, TO TALENTED LOCAL HIGH SCHOOL ORCHESTRAS AND PERFORMING GROUPS, THE VALUES AND COMMITMENT OF SOKA ARE PLAYED, SUNG AND DANCED WITH PASSION AT SOKA'S WORLD CLASS PERFORMING ARTS CENTER.
ORGANIZATION'S MISSION	FORM 990, PART III, LINE 1, CONTINUED EMPHASIZING A NON-SECTARIAN AND HUMANISTIC CURRICULUM, THE UNIVERSITY STRIVES TO: - FOSTER LEADERS OF CULTURE IN THE COMMUNITY. - FOSTER LEADERS OF HUMANISM IN SOCIETY. - FOSTER LEADERS OF PACIFISM IN THE WORLD. - FOSTER LEADERS FOR THE CREATIVE COEXISTENCE OF NATURE AND HUMANITY. BASED ON THE SOKA EDUCATIONAL PRINCIPLES, EDUCATION IS VIEWED AS AN INTEGRATING PROCESS IN WHICH STUDENTS GAIN AN AWARENESS OF THE INTERDEPENDENCE OF THEMSELVES, OTHERS AND THE ENVIRONMENT. WISDOM, COURAGE AND COMPASSION--VALUES TREASURED BY THE UNIVERSITY--DO NOT EXIST IN ISOLATION. THEY EMERGE IN INDIVIDUALS AS THEY LEARN THE IMPORTANCE OF SERVICE TO OTHERS, TO THE NATURAL WORLD AROUND THEM, AND TO THE GREAT CAUSE OF PEACE AND FREEDOM.
PROGRAM ACCOMPLISHMENTS	FORM 990, PART III, LINE 4A, CONTINUED THE UNDERGRADUATE PROGRAM OF SOKA UNIVERSITY OF AMERICA OFFERS A BA IN LIBERAL ARTS WITH A CONCENTRATION IN ENVIRONMENTAL STUDIES, HUMANITIES, INTERNATIONAL STUDIES, OR SOCIAL AND BEHAVIORAL SCIENCES. IN ADDITION TO ITS EMPHASIS ON LEADERSHIP AND CONTRIBUTIVE CITIZENSHIP, SOKA'S UNDERGRADUATE PROGRAM FEATURES THE FOLLOWING: - WITH A 8:1 STUDENT/FACULTY RATIO (AVERAGE CLASS SIZE OF 13), SOKA'S FACULTY CAN WORK INDIVIDUALLY WITH STUDENTS TO SEE HOW FAR THEY CAN GO IN EXPLORING NEW CONCEPTS AND LEARNING OPPORTUNITIES. - SOKA'S OUTSTANDING FACULTY IS OF THE HIGHEST CALIBER AND ENJOYS WORKING CLOSELY WITH STUDENTS. - MULTIPLE PERSPECTIVES ARE OFFERED TO DRAW ON DIVERSE CULTURES, TRADITIONS, AND POINTS OF VIEW WITH SPECIAL ATTENTION GIVEN TO EASTERN AND WESTERN THOUGHT AND PRACTICE, WITH AN EMPHASIS ON THE PACIFIC RIM. - A GENERAL EDUCATION PROGRAM THAT INTRODUCES STUDENTS TO INTERDISCIPLINARY KNOWLEDGE AND PERSPECTIVES, AS WELL AS TO CRITICAL AND CREATIVE THINKING AND TO THE COMMUNICATION SKILLS NECESSARY FOR LIFE-LONG LEARNING. - A CORE CURRICULUM THAT REFLECTS THE VALUES THAT INSPIRED THE CREATION OF SOKA THROUGH THE STUDY OF THE GREAT WORKS OF THE HUMAN MIND. - STUDENTS STUDY A NON-NATIVE LANGUAGE, AND EXPERIENCE A SEMESTER OF STUDY ABROAD IN A COUNTRY WHERE THAT LANGUAGE IS SPOKEN. THE JUNIOR YEAR SEMESTER ABROAD IS A REQUIREMENT FOR GRADUATION AND THE COST IS INCLUDED IN TUITION. - LEARNING CLUSTERS THAT ORGANIZE SMALL TEAMS OF STUDENTS AND FACULTY TO CONDUCT INTERDISCIPLINARY RESEARCH AND DEVELOP PROPOSALS AND SOLUTIONS FOR ISSUES OF LOCAL, REGIONAL, OR GLOBAL SIGNIFICANCE FOR THREE-AND-A-HALF WEEK BLOCKS, CALLED CORE AND LEARNING CLUSTER CLASSES. RECENT LEARNING CLUSTERS HAVE RECEIVED GRANTS TO VISIT BRAZIL, CHINA, SINGAPORE AND MALAYSIA. - A CAPSTONE EXPERIENCE THAT IS REQUIRED OF ALL CONCENTRATIONS IN THE SENIOR YEAR, DRAWING UPON THE RESEARCH AND ACADEMIC SKILLS AND EXPERIENCE THAT STUDENTS HAVE DEVELOPED DURING THEIR CAREERS AT SOKA. - ALL UNDERGRADUATE STUDENTS RECEIVE A LAPTOP COMPUTER WHICH IS INCLUDED IN TUITION. OVER 80% OF SOKA'S UNDERGRADUATE STUDENTS GRADUATE IN FOUR YEARS (COMPARED TO A NATIONAL AVERAGE OF 61% AT PRIVATE COLLEGES), AND OVER 30% OF SOKA'S GRADUATES HAVE BEEN ACCEPTED TO GRADUATE SCHOOLS AT MANY PRESTIGIOUS UNIVERSITIES INCLUDING HARVARD, YALE, OXFORD, STANFORD, USC, UCLA, UC BERKELEY, UCI, GEORGETOWN, COLUMBIA TEACHER'S COLLEGE, UC DAVIS LAW, CORNELL, DUKE, BOSTON, NYU, CAMBRIDGE AND LONDON SCHOOL OF ECONOMICS. EVERY UNDERGRADUATE AT SOKA GRADUATES WITH A BACHELOR OF ARTS IN LIBERAL ARTS, WHICH HAS QUALIFIED SOKA'S STUDENTS FOR GRADUATE SCHOOL IN SUCH DIVERSE FIELDS AS LAW, EDUCATION, ECONOMICS, STATISTICS, URBAN PLANNING, PSYCHOLOGY, DIPLOMACY, ENVIRONMENTAL STUDIES, MATHEMATICAL FINANCE, INTERNATIONAL DEVELOPMENT STUDIES, INTERNATIONAL EDUCATION POLICY, INTERNATIONAL STUDIES, CONFLICT ANALYSIS AND RESOLUTION, JAPANESE LANGUAGE AND LITERATURE, LATIN AMERICAN POLITICS AND HUMAN RIGHTS, ENVIRONMENTAL LEGAL STUDIES, HISTORY, PEACE STUDIES, EAST ASIA REGIONAL STUDIES, PUBLIC AFFAIRS, SOCIOLOGY, ANTHROPOLOGY, ENTERTAINMENT INDUSTRY MANAGEMENT, SECOND AND FOREIGN LANGUAGE EDUCATION (TESOL), CREATIVE WRITING, SCREENWRITING, LITERATURE, GLOBAL AFFAIRS, ART EDUCATION AND MEDICINE (WITH EXTRA SCIENCE CLASSES).
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4B, CONTINUED THE PACIFIC BASIN RESEARCH CENTER (PBRC) CONDUCTS RESEARCH ON THE HUMANE AND PEACEFUL DEVELOPMENT OF THE ASIA-PACIFIC REGION, INCLUDING THE LATIN AMERICAN BORDER-STATES. TOWARD THIS END IT SUPPORTS RESEARCHERS STUDYING PUBLIC POLICY INTERACTIONS IN THE PACIFIC RIM IN SUCH AREAS AS INTERNATIONAL SECURITY, ECONOMIC AND SOCIAL DEVELOPMENT, EDUCATIONAL AND CULTURAL REFORM, ENVIRONMENTAL PROTECTION AND HUMAN RIGHTS. IN KEEPING WITH THE EDUCATIONAL MISSION OF SOKA UNIVERSITY OF AMERICA, THE CENTER ALSO SPONSORS CAMPUS CONFERENCES, OCCASIONAL LECTURE SERIES, AND STUDENT SEMINARS THAT EXTEND AND SUPPORT ITS RESEARCH ACTIVITIES. FROM THE OUTSET, PBRC HAS EMBRACED SEVERAL DISTINCT OBJECTIVES: PBRC'S WORK IS TO CARRY OUT AN EXTENSIVE RESEARCH PROGRAM, BUT WITHOUT A RESIDENT STAFF FOR THAT PURPOSE; IT CONFINES ITS GEOGRAPHICAL SCOPE TO ASIA AND THE PACIFIC BASIN, YET THE SUBJECTS STUDIED ARE OF GLOBAL SIGNIFICANCE; IT IS A FREE-STANDING AND INDEPENDENT UNIT FOCUSING ON DEVELOPING AND DIFFUSING KNOWLEDGE, BUT IT DOES NOT ENGAGE IN DIRECT CLASSROOM TEACHING. THE PBRC HOPES TO REAFFIRM SOME OF THE FUNDAMENTAL VALUES THAT ARE ESPOUSED BY THE UNIVERSITY, ESPECIALLY IN TERMS OF PROVIDING RESEARCH AIMED AT CREATING VALUE.
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4C, CONTINUED SOKA OFFERS A GRADUATE PROGRAM IN EDUCATIONAL LEADERSHIP AND SOCIETAL CHANGE. THE NEW MASTER OF ARTS (MA) PROGRAM ANSWERS THE NEED FOR GLOBAL LEADERS WITH THE PRACTICAL SKILLS AND EXPERIENCE, FOUNDATIONAL KNOWLEDGE, AND ETHICAL COMMITMENTS NECESSARY TO ACHIEVE LASTING AND EFFECTIVE SOCIETAL CHANGE WITHIN THE FIELD OF EDUCATION, INCLUDING BUT NOT LIMITED TO THE CLASSROOM LEARNING ENVIRONMENT. EDUCATION TAKES PLACE ACROSS A MULTIPLICITY OF INSTITUTIONS - SOCIAL, CULTURAL, POLITICAL, AND ECONOMIC - ALL OF WHICH HAVE A PROFOUND BEARING ON SOKA'S SCHOOLS AND THE TYPE OF FUTURE CITIZENS THEY PRODUCE. THE PROGRAM TAKES AN ECOLOGICAL APPROACH TO EDUCATION, ONE THAT, AS LAWRENCE CREMIN WROTE OVER THIRTY YEARS AGO, "VIEWS EDUCATIONAL INSTITUTIONS AND CONFIGURATIONS IN RELATION TO ONE ANOTHER AND TO THE LARGER SOCIETY THAT SUSTAINS THEM AND IS IN TURN AFFECTED BY THEM." AS SUCH, THE MA PROGRAM IS GLOBAL IN SCOPE INTRODUCING STUDENTS TO THE COMPARATIVE AND INTERNATIONAL DIMENSIONS OF EDUCATION. STUDENTS STUDY AND CONDUCT RESEARCH INTO THE HISTORICAL ROOTS OF EDUCATIONAL POLICIES AND PROBLEMS AS WELL AS ON THE RELATIONSHIP BETWEEN EDUCATIONAL PHILOSOPHIES AND PRACTICES AND CONTEMPORARY SOCIAL, POLITICAL, ECONOMIC AND CULTURAL DEVELOPMENTS. RELATED AREAS OF STUDY INCLUDE COMPARATIVE AND INTERNATIONAL EDUCATION, MULTICULTURAL EDUCATION, EDUCATIONAL PSYCHOLOGY, GENDER AND EDUCATION, SCHOOL ADMINISTRATION POLICY AND PRACTICE, AND EDUCATIONAL LAW. COURSES INCLUDE A FIELDWORK COMPONENT, PROVIDING HANDS-ON OPPORTUNITIES TO SHADOW ADMINISTRATORS, ANALYZE ORGANIZATIONAL DYNAMICS, AND EVALUATE CURRICULUM. UNDER THE SUPERVISION OF A PRINCIPAL PROFESSOR, STUDENTS INTEGRATE THEIR FIELDWORK AND EDUCATIONAL RESEARCH TO PRODUCE A MASTER'S THESIS FOR GRADUATION. THE PROGRAM IS DESIGNED TO PREPARE STUDENTS FOR ADVANCED DEGREES (E.G., PHD OR EDD) AND FOR LEADERSHIP ROLES IN PUBLIC AND PRIVATE SCHOOLING, GOVERNMENTAL AND NON-GOVERNMENTAL ORGANIZATIONS, AND IN THE ENTREPRENEURIAL SECTOR, PARTICULARLY IN THE GROWING AREA OF EDUCATIONAL PUBLISHING AND OTHER MEDIA. GRADUATES ARE IN EXCELLENT POSITIONS TO INITIATE LEADERSHIP IN K-12 CLASSROOM SETTINGS, IN MANAGERIAL POSITIONS AS PRINCIPALS AND VICE PRINCIPALS OR AS ADMINISTRATORS AT THE DISTRICT-LEVEL, AND IN PUBLIC POLICY INSTITUTIONS AROUND THE WORLD.
GOVERNING BODY DELEGATING BROAD AUTHORITY	FORM 990, PART VI, SECTION A IN ORDER TO ALLOW BOARD ACTION BETWEEN MEETINGS FOR URGENT MATTERS WHEN IT IS IMPRACTICAL OR IMPOSSIBLE TO ARRANGE A MEETING OF THE FULL BOARD, THE BOARD HAS GRANTED TO AN EXECUTIVE COMMITTEE AS MUCH AUTHORITY AS IS ALLOWED UNDER CALIFORNIA LAW.
RELATIONSHIPS AMONG BOARD MEMBERS	FORM 990, PART VI, SECTION A, LINE 2 TARIQ HASAN, CLOTHILDE V. HEWLETT, GENE OCONNELL AND DANIEL NAGASHIMA HAVE A BUSINESS RELATIONSHIP.
MEMBER INFORMATION	FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS INCORPORATED IN THE STATE OF CALIFORNIA AS A 501(C)(3) NON-PROFIT PUBLIC BENEFIT CORPORATION WITH A SOLE MEMBER, THE SOKA GAKKAI. MEMBER POWERS FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER HAS THE RIGHT TO VOTE FOR THE ELECTION OR REMOVAL OF THE MEMBERS OF THE GOVERNING BODY. GOVERNANCE DECISIONS SUBJECT TO APPROVAL OF MEMBER FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY REGARDING THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION, MERGER OR DISSOLUTION OF THE ORGANIZATION, AND ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION AND MOST AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY THE SOLE MEMBER.
PROCESS OF REVIEWING FORM 990	FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CHIEF FINANCIAL OFFICER WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN; AND THE FINAL VERSION OF THE FORM 990 RETURN IS ALSO REVIEWED BY THE CONTROLLER PRIOR TO PROVIDING THE RETURN TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE CONTROLLER AND CHIEF FINANCIAL OFFICER, THE AUDIT COMMITTEE MAY AT ITS DISCRETION MEET WITH ANY OTHER UNIVERSITY PERSONNEL INVOLVED WITH THE PREPARATION OF THE FORM 990. THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE BOARD REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINALIZED RETURN IS PROVIDED TO ALL OF THE VOTING MEMBERS OF THE BOARD BEFORE THE RETURN IS FILED.
MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST	FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SECRETARY IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BOARD SECRETARY AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OR DISAPPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOLVED IS REFERRED TO THE EXECUTIVE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS.
PROCESS OF DETERMINING COMPENSATION FOR	PRESIDENT, OFFICERS & KEY EMPLOYEES FORM 990, PART VI, SECTION B, LINES 15 A & B COMPENSATION ARRANGEMENTS INVOLVING ANY OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES ARE ESTABLISHED PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED FOR IN IRC SEC. 4958 (EXCESS BENEFIT TRANSACTION TAX). THIS PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, THE USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION MAKING PROCESS. THE BOARD REVIEWS THE ANNUAL PERFORMANCE OF OFFICERS AND KEY EMPLOYEES AND DETERMINES APPROPRIATE COMPENSATION LEVELS BASED UPON EXTERNAL SALARY DATA. THEIR REVIEW INCLUDES BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY ORGANIZATIONS WHICH THE GOVERNING BODY BELIEVES ARE SIMILARLY SITUATED FOR SIMILAR JOB RESPONSIBILITIES, AS OBTAINED FROM INDEPENDENT THIRD-PARTY SOURCES. THE OFFICERS AND KEY EMPLOYEES FOR WHOM THIS PROCESS IS PERFORMED ANNUALLY INCLUDE THE PRESIDENT, VICE PRESIDENT FOR INSTITUTIONAL RESEARCH & ASSESSMENT AND DEAN OF GRADUATE SCHOOL, VICE PRESIDENT FOR FINANCE AND ADMINISTRATION & CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER, CONTROLLER & ASSISTANT TREASURER, VICE PRESIDENT FOR ACADEMIC AFFAIRS AND CHIEF ACADEMIC OFFICER, AND DEAN OF STUDENTS. THE BOARD'S WRITTEN RECORDS INCLUDE THE (1) TERMS OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED); (2) A LIST OF TRUSTEES PRESENT DURING THE DEBATE ON THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS, A DESCRIPTION OF THE COMPARABILITY DATA, HOW IT WAS OBTAINED, THE MEMBERS PRESENT AND HOW THEY VOTED, WAS DOCUMENTED IN THE MAY 26, 2016 BOARD MEETING MINUTES FOR THE FISCAL YEAR ENDING JUNE 30, 2017 COMPENSATION PACKAGES, AND COMPARABLE DATA ARE KEPT WITH THE MINUTES OF THE MEETING OR WITH THE BOARD SECRETARY.
GOVERNING DOCUMENT DISCLOSURE	FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
LUIS & LINDA NIEVES FAMILY FOUNDATION
1174 MONTICELLO ROAD	NAPA	CA	94558	202054708	SUPPORTING	CA	501(C)(3)	11A	SOKA UOA	Yes (true)
SOKA GAKKAI
					RELIGIOUS		N/A	N/A	NA	false	32 SHINANO-MACHI SHINJUKU-KU	TOKYO	160-8583	JA	JA

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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	LOUIS & LINDA NIEVES FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	c	TransactionTypeTxt
Involved	$220,000	InvolvedAmt
Method Of Amount Determination	CASH PAID	MethodOfAmountDeterminationTxt