UNIVERSITY OF SAN DIEGO: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN DIEGO (EIN 95-2544535)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201631349349304048
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T13:06:38-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DRIVE SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952544535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6192604600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921102492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY KALFAYAN | PersonNm |
| Person Title | VP FOR FINANCE AND CFO | PersonTitleTxt |
| Phone | 6192605998 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES T HARRIS III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921102492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $780,452,551 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANDIEGO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | POST SECONDARY EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 5740 | TotalEmployeeCnt |
| Total Volunteers | 1014 | TotalVolunteersCnt |
| Total Gross UBI | $410,787 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,123,520 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,741,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,971,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $359,623,906 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $367,008,865 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,700,786 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,860,100 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,825,807 | PYOtherRevenueAmt |
| CY Other Revenue | $10,567,177 | CYOtherRevenueAmt |
| PY Total Revenue | $433,892,160 | PYTotalRevenueAmt |
| CY Total Revenue | $453,407,821 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,880,354 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,582,844 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $188,337,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $197,051,931 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,490,022 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $95,421,186 | PYOtherExpensesAmt |
| CY Other Expenses | $98,082,414 | CYOtherExpensesAmt |
| PY Total Expenses | $381,639,005 | PYTotalExpensesAmt |
| CY Total Expenses | $396,717,189 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,253,155 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,690,632 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,182,120,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,208,192,519 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $269,048,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $272,898,975 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $913,072,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $935,293,544 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF SAN DIEGO IS A ROMAN CATHOLIC INSTITUTION COMMITTED TO ADVANCING ACADEMIC EXCELLENCE, EXPANDING LIBERAL AND PROFESSIONAL KNOWLEDGE, CREATING A DIVERSE AND INCLUSIVE COMMUNITY, AND PREPARING LEADERS DEDICATED TO ETHICAL CONDUCT AND COMPASSIONATE SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $318,963,198 | ExpenseAmt |
| Grant | $101,582,844 | GrantAmt |
| Revenue | $376,948,866 | RevenueAmt |
| Desc | THE UNIVERSITY OF SAN DIEGO IS ENGAGED IN POST-SECONDARY EDUCATION OF APPROXIMATELY 5,674 UNDERGRADUATE STUDENTS AND 1,318 GRADUATE AND PROFESSIONAL STUDENTS, AND 761 LAW STUDENTS; THIS PROGRAM INCLUDES ROOM & BOARD FOR THE STUDENT POPULATION. | Desc |
| Total Program Service Expenses | $318,963,198 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 720 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5740 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICE OF THE CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192602302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK HUGHES ADMINISTRAT | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANN NAVARRA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BYRON C ROTH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY BASSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONSTANCE M CARROLL PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL C HERBERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARLENE MARCOS SHILEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARRIN MONTALVO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID H SHAFFER RETIRING 615 | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD R KNAUSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK D ALESSIO | ||||||||
| VICE CHAIR AND TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES B MCCARTHY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C PETERS RETIRING 615 | ||||||||
| TREASURER AND TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES D POWERS IV | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF MARTIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN R GREEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIS MAIZEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARITA PALAU HERNANDEZ ESQ | ||||||||
| SECRETARY AND TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY E LYONS OUTGOING | ||||||||
| PRESIDENT AND TRUSTEE | 40.00 | Yes (X) | $628,252 | $0 | $178,738 | Yes (X) | ||
| MATTHEW J RENO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SEIDLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND PETER MCGUINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD K DAVIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M BARTELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT R DEAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER AP JOSEPH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON L FOWLER | ||||||||
| CHAIR AND TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROYAL W CARSON III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER CAROLYN OSIEK RSCJ THD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER MARY THERESA MOSER RSCJ PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY W LEGRO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN H MALLORY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSANNE STANFORD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VERY REV MSGR RICHARD F DUNCANSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BARULICH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW T ALLEN | ||||||||
| VICE PRESIDENT AND PROVOST | 40.00 | $374,587 | $0 | $39,874 | Yes (X) | |||
| CARMEN M VAZQUEZ | ||||||||
| VICE PRESIDENT, STUDENT AFFAIRS | 40.00 | $254,192 | $0 | $27,922 | Yes (X) | |||
| KY SNYDER INCOMING | ||||||||
| VICE PRESIDENT, ATHLETICS AND FACILITIES MANAGEMEN | 40.00 | $286,582 | $0 | $102,492 | Yes (X) | |||
| REV MSGR DANIEL J DILLABOUGH | ||||||||
| VICE PRESIDENT, MISSION AND MINISTRY | 40.00 | $228,025 | $0 | $35,203 | Yes (X) | |||
| RUSSELL C THACKSTON OUTGOING | ||||||||
| VICE PRESIDENT, BUSINESS AND ADMINISTRATION | 40.00 | $307,404 | $0 | $22,022 | Yes (X) | |||
| TERRY KALFAYAN | ||||||||
| VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICE | 40.00 | $250,323 | $0 | $36,545 | Yes (X) | |||
| TIMOTHY L O'MALLEY | ||||||||
| VICE PRESIDENT, UNIVERSITY RELATIONS | 40.00 | $270,012 | $0 | $41,356 | Yes (X) | |||
| CHELL A ROBERTS | ||||||||
| DEAN, SHILEY-MARCOS SCHOOL OF ENGINEERING | 40.00 | $292,955 | $0 | $40,103 | Yes (X) | |||
| DAVID PYKE OUTGOING | ||||||||
| DEAN, SCHOOL OF BUSINESS ADMINISTRATION | 40.00 | $320,113 | $0 | $42,378 | Yes (X) | |||
| JASON LEMON | ||||||||
| DEAN, DIVISION OF PROFESSIONAL AND CONTINUING EDUC | 40.00 | $189,714 | $0 | $26,450 | Yes (X) | |||
| NOELLE NORTON | ||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | 40.00 | $226,330 | $0 | $40,024 | Yes (X) | |||
| PATRICIA MARQUEZ INCOMING | ||||||||
| DEAN, SCHOOL OF PEACE STUDIES | 40.00 | $217,254 | $0 | $36,195 | Yes (X) | |||
| PAULA CORDEIRO OUTGOING | ||||||||
| DEAN, SCHOOL OF LEADERSHIP AND EDUCATION SCIENCES | 40.00 | $219,998 | $0 | $32,791 | Yes (X) | |||
| SALLY BROSZ HARDIN | ||||||||
| DEAN, HAHN SCHOOL OF NURSING AND HEALTH SCIENCE | 40.00 | $211,073 | $0 | $37,381 | Yes (X) | |||
| STEPHEN C FERRUOLO | ||||||||
| DEAN, SCHOOL OF LAW | 40.00 | $349,172 | $0 | $51,811 | Yes (X) | |||
| THERESA BYRD | ||||||||
| DEAN, UNIVERSITY LIBRARY | 40.00 | $161,529 | $0 | $27,084 | Yes (X) | |||
| DONALD DRIPPS | ||||||||
| PROFESSOR, SCHOOL OF LAW | 40.00 | $270,156 | $0 | $38,499 | Yes (X) | |||
| LAWRENCE ALEXANDER | ||||||||
| PROFESSOR, SCHOOL OF LAW | 40.00 | $282,673 | $0 | $30,817 | Yes (X) | |||
| ROY BROOKS | ||||||||
| PROFESSOR, SCHOOL OF LAW | 40.00 | $272,330 | $0 | $37,031 | Yes (X) | |||
| STEVEN SMITH | ||||||||
| PROFESSOR, SCHOOL OF LAW | 40.00 | $300,682 | $0 | $40,277 | Yes (X) | |||
| WILLIAM GRIER OUTGOING | ||||||||
| HEAD COACH, MEN'S BASKETBALL | 40.00 | $543,042 | $0 | $56,235 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,456,398 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,021,228 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 328 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION | |||||
| 9330 SCRANTON AVENUE SUITE 330 | SAN DIEGO | CA | 92121 | CONSTRUCTION SERVCIES | $5,832,078 |
| LEGACY BUILDING | |||||
| 5937 DARWIN COURT SUITE 103 | CARLSBAD | CA | 92008 | CONSTRUCTION SERVCIES | $5,099,268 |
| DPR CONSTRUCTION | |||||
| 5010 SHOREHAM PLACE | SAN DIEGO | CA | 92122 | CONSTRUCTION SERVCIES | $2,251,343 |
| RICHARD AND RICHARD CONSTRUCTION CO | |||||
| 234 VENTURE STREET SUITE 100 | SAN MARCOS | CA | 92078 | CONSTRUCTION SERVCIES | $1,751,824 |
| UNIVERSITY MECHANICAL INC | |||||
| 1168 FESLER STREET | EL CAJON | CA | 92020 | CONSTRUCTION SERVCIES | $1,271,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $604,119 | FundraisingAmt |
| Government Grants | $9,928,640 | GovernmentGrantsAmt |
| All Other Contributions | $27,438,920 | AllOtherContributionsAmt |
| Noncash Contributions | $6,540,403 | NoncashContributionsAmt |
| Total Contributions | $37,971,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $328,556,886 | $328,556,886 |
| STUDENT RES & BOARD | 721310 | $34,237,743 | $34,237,743 |
| PARKING SERVICES | 611710 | $2,407,181 | $2,407,181 |
| STUDENT LOAN INTEREST | 611710 | $1,807,055 | $1,807,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $367,008,865 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,887,311 | TotalRevenueColumnAmt |
| Exclusion | $7,887,311 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177 | TotalRevenueColumnAmt |
| Exclusion | $177 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $503,769 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $336,066 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $167,703 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,703 | TotalRevenueColumnAmt |
| Exclusion | $167,703 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,513,365 | SecuritiesAmt |
| Other | $41,908,643 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $286,685,743 | SecuritiesAmt |
| Other | $39,763,653 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,827,622 | SecuritiesAmt |
| Other | $2,144,990 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,972,612 | TotalRevenueColumnAmt |
| Exclusion | $29,972,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $163,843 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $604,119 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $259,268 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$95,425 | TotalRevenueColumnAmt |
| Exclusion | -$95,425 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| BOOKSTORE | 451211 | $5,776,785 | $5,756,612 | $20,173 |
| ATHLETICS & RECREATION | 611710 | $2,105,464 | $2,105,464 | |
| SUMMER CONFERENCES | 611710 | $1,310,851 | $562,902 | $747,949 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,301,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,515,023 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$357,335 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,494,899 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $453,407,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $376,948,866 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $410,787 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,076,489 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,582,844 | TotalAmt |
| Program Services | $101,582,844 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,468,035 | TotalAmt |
| Program Services | $4,054,927 | ProgramServicesAmt |
| Management And General | $1,296,105 | ManagementAndGeneralAmt |
| Fundraising | $1,117,003 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,773,584 | TotalAmt |
| Program Services | $111,191,144 | ProgramServicesAmt |
| Management And General | $30,784,119 | ManagementAndGeneralAmt |
| Fundraising | $4,798,321 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,055,170 | TotalAmt |
| Program Services | $11,534,548 | ProgramServicesAmt |
| Management And General | $2,851,775 | ManagementAndGeneralAmt |
| Fundraising | $668,847 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,679,364 | TotalAmt |
| Program Services | $14,547,909 | ProgramServicesAmt |
| Management And General | $3,767,206 | ManagementAndGeneralAmt |
| Fundraising | $364,249 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,075,778 | TotalAmt |
| Program Services | $7,719,577 | ProgramServicesAmt |
| Management And General | $1,908,570 | ManagementAndGeneralAmt |
| Fundraising | $447,631 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,071 | TotalAmt |
| Management And General | $411,071 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,169 | TotalAmt |
| Management And General | $248,169 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208,968 | TotalAmt |
| Program Services | $1,915,335 | ProgramServicesAmt |
| Management And General | $293,633 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,909,132 | TotalAmt |
| Program Services | $13,050,476 | ProgramServicesAmt |
| Management And General | $4,052,775 | ManagementAndGeneralAmt |
| Fundraising | $805,881 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,265,886 | TotalAmt |
| Program Services | $938,491 | ProgramServicesAmt |
| Management And General | $313,262 | ManagementAndGeneralAmt |
| Fundraising | $14,133 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,133,821 | TotalAmt |
| Program Services | $2,742,118 | ProgramServicesAmt |
| Management And General | $2,684,739 | ManagementAndGeneralAmt |
| Fundraising | $706,964 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,849,083 | TotalAmt |
| Program Services | $3,509,450 | ProgramServicesAmt |
| Management And General | $2,339,633 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,435,010 | TotalAmt |
| Program Services | $5,546,304 | ProgramServicesAmt |
| Management And General | $1,888,406 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,196,068 | TotalAmt |
| Program Services | $5,716,676 | ProgramServicesAmt |
| Management And General | $1,345,731 | ManagementAndGeneralAmt |
| Fundraising | $133,661 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,661,746 | TotalAmt |
| Program Services | $1,304,865 | ProgramServicesAmt |
| Management And General | $302,228 | ManagementAndGeneralAmt |
| Fundraising | $54,653 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,106,858 | TotalAmt |
| Program Services | $6,846,640 | ProgramServicesAmt |
| Management And General | $1,260,218 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,920,881 | TotalAmt |
| Program Services | $9,045,755 | ProgramServicesAmt |
| Management And General | $6,717,521 | ManagementAndGeneralAmt |
| Fundraising | $157,605 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,052 | TotalAmt |
| Program Services | $225,446 | ProgramServicesAmt |
| Management And General | $1,468,606 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF SALES | $11,068,779 | $11,029,896 | $38,883 | |
| EQUIPMENT | $3,665,798 | $1,920,508 | $1,729,737 | $15,553 |
| BOOKS AND OTHER LIBRARY | $2,625,935 | $2,625,935 | ||
| RECRUITING | $1,097,563 | $723,989 | $373,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,594 | TotalAmt |
| Program Services | $1,190,365 | ProgramServicesAmt |
| Management And General | $2,188,008 | ManagementAndGeneralAmt |
| Fundraising | $205,221 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,717,189 | TotalAmt |
| Program Services | $318,963,198 | ProgramServicesAmt |
| Management And General | $68,263,969 | ManagementAndGeneralAmt |
| Fundraising | $9,490,022 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750,176 | BOYAmt |
| EOY | $12,942,503 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,480,273 | BOYAmt |
| EOY | $30,395,815 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,833,604 | BOYAmt |
| EOY | $5,941,750 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,323,828 | BOYAmt |
| EOY | $39,368,145 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639,344 | BOYAmt |
| EOY | $1,875,063 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,552,728 | BOYAmt |
| EOY | $4,520,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $670,960,880 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $164,874,424 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,607,342 | BOYAmt |
| EOY | $506,086,456 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,232,227 | BOYAmt |
| EOY | $442,283,421 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,701,470 | BOYAmt |
| EOY | $164,778,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,182,120,992 | BOYAmt |
| EOY | $1,208,192,519 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,391,001 | BOYAmt |
| EOY | $51,589,296 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,678,850 | BOYAmt |
| EOY | $13,989,390 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,454,326 | BOYAmt |
| EOY | $165,033,617 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,727,315 | BOYAmt |
| EOY | $4,951,219 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,796,607 | BOYAmt |
| EOY | $37,335,453 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,048,099 | BOYAmt |
| EOY | $272,898,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,198,908 | BOYAmt |
| EOY | $615,170,385 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,125,835 | BOYAmt |
| EOY | $144,240,316 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,748,150 | BOYAmt |
| EOY | $175,882,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,072,893 | BOYAmt |
| EOY | $935,293,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,182,120,992 | BOYAmt |
| EOY | $1,208,192,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $56,690,632 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$36,046,631 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,576,650 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $148,952 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $148,952 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PART IIB, LINE 1J: FACULTY WITH THE UNIVERSITY'S SCHOOL OF LAW IN THE CENTER FOR PUBLIC INTEREST AND CHILDREN'S ADVOCACY INSTITUTE OFFERED THEIR RESEARCH DATA AND LEGAL EXPERTISE IN AN ATTEMPT TO INFLUENCE PENDING LEGISLATION CONCERNING CONSUMERS RIGHTS AND CHILDREN'S HEALTH, SAFETY AND WELFARE. NO ATTEMPT WAS MADE BY THE UNIVERSITY TO INFLUENCE A POLITICAL CAMPAIGN OF ANY OFFICE, NOR WERE ANY POLITICAL CONTRIBUTIONS MADE. TOTAL EXPENDITURES WERE $148,952. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,061,789 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $468,765,728 | BeginningYearBalanceAmt |
| Contributions | $13,643,372 | ContributionsAmt |
| Investment Earnings Or Losses | $474,660 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,743,967 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,155,539 | OtherExpendituresAmt |
| End Year Balance | $469,984,254 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $395,588,888 | BeginningYearBalanceAmt |
| Contributions | $13,803,869 | ContributionsAmt |
| Investment Earnings Or Losses | $65,156,127 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,925,621 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,857,535 | OtherExpendituresAmt |
| End Year Balance | $468,765,728 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $345,592,715 | BeginningYearBalanceAmt |
| Contributions | $15,282,749 | ContributionsAmt |
| Investment Earnings Or Losses | $40,951,073 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,770,336 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,467,313 | OtherExpendituresAmt |
| End Year Balance | $395,588,888 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,799,097 | BeginningYearBalanceAmt |
| Contributions | $29,964,033 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,642,158 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,507,177 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,021,080 | OtherExpendituresAmt |
| End Year Balance | $345,592,715 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,074,374 | BeginningYearBalanceAmt |
| Contributions | $21,096,254 | ContributionsAmt |
| Investment Earnings Or Losses | $50,953,163 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,636,097 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,688,597 | OtherExpendituresAmt |
| End Year Balance | $326,799,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $15,319,163 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $51,027,875 | OtherCostOrOtherBasisAmt |
| Book Value | $66,347,038 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,862,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,123,592 | DepreciationAmt |
| Book Value | $394,739,265 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,689,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,750,832 | DepreciationAmt |
| Book Value | $40,938,364 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,061,789 | OtherCostOrOtherBasisAmt |
| Book Value | $4,061,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $506,086,456 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (13 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| WEST COAST CONFERENCE | $1,052,451 |
| ALTERNATIVE ASSET PARTNERSHIPS - REAL ESTATE | $9,121,879 |
| MARKETABLE ALTERNATIVES - OPPORTUNISTIC | $13,226,637 |
| ALTERNATIVE ASSET PARTNERSHIPS - VENTURE CAPITAL | $12,931,945 |
| ALTERNATIVE ASSET PARTNERSHIPS - INTERNATIONAL PRIVATE EQUITY | $12,319,152 |
| ALTERNATIVE ASSET PARTNERSHIPS - U.S. PRIVATE EQUITY | $8,237,177 |
| MARKETABLE ALTERNATIVES - U.S. LONG/SHORT | $6,965,582 |
| MARKETABLE ALTERNATIVES - DISTRESSED | $14,381,575 |
| MARKETABLE ALTERNATIVES - GLOBAL LONG/SHORT | $22,744,556 |
| ALTERNATIVE ASSET PARTNERSHIPS - DISTRESSED/DEBT RELATED | $6,596,779 |
| MARKETABLE ALTERNATIVES - EVENT DRIVEN | $20,082,188 |
| MARKETABLE ALTERNATIVES - DIVERSIFIED ARBITRAGE | $23,935,853 |
| ALTERNATIVE ASSET PARTNERSHIPS - ENERGY/RESOURCES | $13,182,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $164,778,708 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $12,542,375 |
| BOND INTEREST RATE SWAP | $24,793,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,335,453 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $315,742,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$36,046,631 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$36,046,631 | RevenueNotReportedAmt |
| Revenue Subtotal | $351,788,631 | RevenueSubtotalAmt |
| Other Revenues Not Included | $101,619,190 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $101,619,190 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $453,407,821 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $293,522,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $596,623 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $596,623 | ExpensesNotReportedAmt |
| Expenses Subtotal | $292,925,377 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $103,791,812 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $103,791,812 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $396,717,189 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THEY SEEK TO STIMULATE INTEREST AND PRIDE AS WELL AS EMPHASIZE THE CULTURAL VALUE OF USD'S FINE ARTS PROGRAMS. |
| PART V, LINE 4: | THE UNIVERSITY OF SAN DIEGO ENDOWMENT FUNDS ARE UTILIZED BASED ON DONOR'S INTENT; AS OF JUNE 30, 2015 THE ALLOCATION OF ENDOWMENT FUNDS WAS AS FOLLOWS: ACADEMIC SUPPORT - 28%, TUITION FUNDED QUASI - 39%, SCHOLARSHIPS - 14%, INSTRUCTION - 5%, PLANT MAINTENANCE AND OPERATIONS - 2%, PUBLIC SERVICE - 5% AND OTHER INSTITUTIONAL SUPPORT - 6%. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE UNIVERSITY FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2015 AND 2014. THE UNIVERSITY FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2010 FOR ITS FEDERAL FILINGS AND FOR YEARS BEFORE 2010 FOR ITS STATE FILINGS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN INCOME -336,066. SCHOLARSHIPS INCLUDED IN EXPENSES 101,582,844. SPECIAL EVENT EXPENSES INCLUDED IN INCOME -259,268. ROUNDED FINANCIAL STATEMENT DIFFERENCE -638. K-1 PASSTHROUGH LOSS -1,576,650. RECLASS INVESTMENT MANAGEMENT FEES 2,208,968. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN INCOME 259,268. FUNDRAISING EXPENSES INCLUDED IN INCOME 336,066. ROUNDED FINANCIAL STATEMENT DIFFERENCE 1,289. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS INCLUDED IN EXPENSES 101,582,844. RECLASS INVESTMENT MANAGEMENT FEES 2,208,968. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | UNIVERSITY OF SAN DIEGO'S RACIALLY NONDISCRIMINATORY POLICY PUBLISHED IN ALL RECRUITING BROCHURES AND ADVERTISEMENTS AS WELL AS UNDERGRADUATE AND GRADUATE BULLETINS AND CATALOGS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF SAN DIEGO RECEIVED AN ESTIMATED $106.4M FROM FEDERAL AND STATE AGENCIES FOR ASSISTANCE IN PROVIDING POST-SECONDARY EDUCATION. THIS INCLUDES $93.6M IN FEDERAL FAMILY EDUCATION LOANS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $57,431 | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $482,746 | ||
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $4,311,182 | 1 | 1 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | SCHOOL OF PEACE STUDIES OUTREACH | $4,953 | ||
| NORTH AMERICA (CANADA AND MEXICO) | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $145,276 | ||
| SOUTH AMERICA | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $91,124 | ||
| SOUTH ASIA | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $153,204 | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | SCHOOL OF PEACE STUDIES OUTREACH | $3,144 | ||
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $8,392,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $5,249,060 | SubtotalSpentAmt |
| Continuation Spent | $8,392,098 | ContinuationSpentAmt |
| Total Spent | $13,641,158 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | BOOK VALUE IS THE ACCOUNTING METHOD USED | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPORTS BANQUET | Event1Nm |
| Gross Receipts Event1 | $213,867 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,867 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $96,983 | OtherDirectExpensesEvent1Amt |
| Event2 | FOUNDERS GALA | Event2Nm |
| Gross Receipts Event2 | $208,018 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $189,754 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,264 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,193 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $346,077 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $232,365 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $113,712 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $158,092 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $767,962 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $604,119 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $163,843 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $259,268 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $259,268 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$95,425 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| USD SCHOLARSHIPS | 3462 | $67,274,773 |
| STUDENT AID - RESIDENCE AND BOARD | 87 | $913,664 |
| STUDENT AID - PRIVATE | 199 | $2,086,983 |
| STUDENT AID - GRADUATE AND LAW | 896 | $15,721,315 |
| STUDENT AID - ATHLETICS AND RECREATION | 202 | $7,668,221 |
| FEDERAL SCHOLARSHIPS AND GRANTS | 532 | $5,173,921 |
| ENDOWED SCHOLARSHIPS | 136 | $2,743,967 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY AWARDS SCHOLARSHIPS TO INDIVIDUAL STUDENTS TO OFFSET THE COST OF TUITION, FEES, AND ROOM AND BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY E LYONS OUTGOING | ||||||||||||||
| PRESIDENT AND TRUSTEE | $495,442 | $0 | $30,899 | $0 | $101,911 | $0 | $31,200 | $0 | $147,538 | $0 | $806,990 | $0 | $0 | $0 |
| ANDREW T ALLEN | ||||||||||||||
| VICE PRESIDENT AND PROVOST | $324,664 | $0 | $22,068 | $0 | $27,855 | $0 | $31,200 | $0 | $8,674 | $0 | $414,461 | $0 | $0 | $0 |
| CARMEN M VAZQUEZ | ||||||||||||||
| VICE PRESIDENT, STUDENT AFFAIRS | $194,435 | $0 | $16,125 | $0 | $43,632 | $0 | $26,692 | $0 | $1,230 | $0 | $282,114 | $0 | $0 | $0 |
| KY SNYDER INCOMING | ||||||||||||||
| VICE PRESIDENT, ATHLETICS AND FACILI | $246,046 | $0 | $15,000 | $0 | $25,536 | $0 | $31,200 | $0 | $71,292 | $0 | $389,074 | $0 | $0 | $0 |
| REV MSGR DANIEL J DILLABOUGH | ||||||||||||||
| VICE PRESIDENT, MISSION AND MINISTRY | $169,588 | $0 | $18,255 | $0 | $40,182 | $0 | $23,373 | $0 | $11,830 | $0 | $263,228 | $0 | $0 | $0 |
| RUSSELL C THACKSTON OUTGOING | ||||||||||||||
| VICE PRESIDENT, BUSINESS AND ADMINIS | $286,084 | $0 | $0 | $0 | $21,320 | $0 | $20,929 | $0 | $1,093 | $0 | $329,426 | $0 | $0 | $0 |
| TERRY KALFAYAN | ||||||||||||||
| VICE PRESIDENT, FINANCE AND CHIEF FI | $216,602 | $0 | $15,483 | $0 | $18,238 | $0 | $27,594 | $0 | $8,951 | $0 | $286,868 | $0 | $0 | $0 |
| TIMOTHY L O'MALLEY | ||||||||||||||
| VICE PRESIDENT, UNIVERSITY RELATIONS | $229,294 | $0 | $14,233 | $0 | $26,485 | $0 | $29,361 | $0 | $11,995 | $0 | $311,368 | $0 | $0 | $0 |
| CHELL A ROBERTS | ||||||||||||||
| DEAN, SHILEY-MARCOS SCHOOL OF ENGINE | $290,334 | $0 | $0 | $0 | $2,621 | $0 | $31,200 | $0 | $8,903 | $0 | $333,058 | $0 | $0 | $0 |
| DAVID PYKE OUTGOING | ||||||||||||||
| DEAN, SCHOOL OF BUSINESS ADMINISTRAT | $315,321 | $0 | $0 | $0 | $4,792 | $0 | $31,200 | $0 | $11,178 | $0 | $362,491 | $0 | $0 | $0 |
| JASON LEMON | ||||||||||||||
| DEAN, DIVISION OF PROFESSIONAL AND C | $122,875 | $0 | $12,534 | $0 | $54,305 | $0 | $19,829 | $0 | $6,621 | $0 | $216,164 | $0 | $0 | $0 |
| NOELLE NORTON | ||||||||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | $208,173 | $0 | $0 | $0 | $18,157 | $0 | $28,063 | $0 | $11,961 | $0 | $266,354 | $0 | $0 | $0 |
| PATRICIA MARQUEZ INCOMING | ||||||||||||||
| DEAN, SCHOOL OF PEACE STUDIES | $181,575 | $0 | $0 | $0 | $35,679 | $0 | $25,613 | $0 | $10,582 | $0 | $253,449 | $0 | $0 | $0 |
| PAULA CORDEIRO OUTGOING | ||||||||||||||
| DEAN, SCHOOL OF LEADERSHIP AND EDUCA | $172,498 | $0 | $0 | $0 | $47,500 | $0 | $25,920 | $0 | $6,871 | $0 | $252,789 | $0 | $0 | $0 |
| SALLY BROSZ HARDIN | ||||||||||||||
| DEAN, HAHN SCHOOL OF NURSING AND HEA | $182,408 | $0 | $0 | $0 | $28,665 | $0 | $25,710 | $0 | $11,671 | $0 | $248,454 | $0 | $0 | $0 |
| STEPHEN C FERRUOLO | ||||||||||||||
| DEAN, SCHOOL OF LAW | $339,152 | $0 | $0 | $0 | $10,020 | $0 | $31,200 | $0 | $20,611 | $0 | $400,983 | $0 | $0 | $0 |
| THERESA BYRD | ||||||||||||||
| DEAN, UNIVERSITY LIBRARY | $142,980 | $0 | $0 | $0 | $18,549 | $0 | $20,040 | $0 | $7,044 | $0 | $188,613 | $0 | $0 | $0 |
| DONALD DRIPPS | ||||||||||||||
| PROFESSOR, SCHOOL OF LAW | $267,729 | $0 | $0 | $0 | $2,427 | $0 | $31,179 | $0 | $7,320 | $0 | $308,655 | $0 | $0 | $0 |
| LAWRENCE ALEXANDER | ||||||||||||||
| PROFESSOR, SCHOOL OF LAW | $275,870 | $0 | $0 | $0 | $6,803 | $0 | $30,001 | $0 | $816 | $0 | $313,490 | $0 | $0 | $0 |
| ROY BROOKS | ||||||||||||||
| PROFESSOR, SCHOOL OF LAW | $251,438 | $0 | $0 | $0 | $20,892 | $0 | $28,641 | $0 | $8,390 | $0 | $309,361 | $0 | $0 | $0 |
| STEVEN SMITH | ||||||||||||||
| PROFESSOR, SCHOOL OF LAW | $286,268 | $0 | $0 | $0 | $14,414 | $0 | $31,200 | $0 | $9,077 | $0 | $340,959 | $0 | $0 | $0 |
| WILLIAM GRIER OUTGOING | ||||||||||||||
| HEAD COACH, MEN'S BASKETBALL | $503,559 | $0 | $2,610 | $0 | $36,873 | $0 | $31,200 | $0 | $25,035 | $0 | $599,277 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SCHEDULE J, PART I, LINE 1A: HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS PROVIDED ON CAMPUS HOUSING AND IT IS RECORDED AS A NON-TAXABLE BENEFIT. THE VICE PRESIDENT FOR MISSION AND MINISTRY IS PROVIDED ON CAMPUS HOUSING AND IT IS RECORDED AS A NON-TAXABLE BENEFIT. THE VALUE OF THESE BENEFITS ARE REPORTED IN "NONTAXABLE BENEFITS" ON SCHEDULE J, PART II, COLUMN D. SCHEDULE J, PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE MEN'S BASKETBALL COACH WAS PROVIDED A GOLF CLUB MEMBERSHIP TO FACILITATE BUSINESS PURPOSES, INCLUDING DONOR CULTIVATION, NETWORKING AND UNIVERSITY MEETINGS. NO PART OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. THE VALUE OF THIS BENEFIT IS REPORTED IN "NONTAXABLE BENEFITS" ON SCHEDULE J, PART II, COLUMN D. SCHEDULE J, PART I, LINE 1A: PERSONAL SERVICES - THE PRESIDENT WAS PROVIDED HOUSEKEEPING AND FACILITIES MAINTENANCE SERVICES FOR THE PRESIDENT'S ON-CAMPUS RESIDENCE. NO PART OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. THE VALUE OF THIS BENEFIT IS REPORTED IN "NONTAXABLE BENEFITS" ON SCHEDULE J, PART II, COLUMN D. |
| PART I, LINE 7 | NON-FIXED PAYMENTS RECEIVED BY LISTED PERSONS ON SCHEDULE J, PART II, REPRESENT DISCRETIONARY BONUSES NOT BASED ON A FORMULA SPECIFIED IN CONTRACTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||||
| A | 680164610 | 130911V56 | 2005-11-16 | $93,415,000 | NOTE 1 | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 521705592 | 130178YD2 | 2011-03-16 | $19,562,314 | NOTE 2 | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| C | 201563466 | 13048TKY8 | 2011-10-06 | $43,574,459 | NOTE 3 | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| D | 201563466 | 13048TKY8 | 2012-07-03 | $10,796,502 | NOTE 4 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,665,000 | $101,587,507 | $4,556,982 | $544,802 | $40,000 | $87,884,533 | $1,730,992 | 2009 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $6,145,000 | $19,562,315 | $3,904 | 0 | Yes (1) | Yes (1) | Yes (1) | |||||
| C | $1,205,000 | $43,574,459 | $152,511 | 0 | Yes (1) | Yes (1) | Yes (1) | |||||
| D | $10,796,502 | $3,018 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE K BAUM | |||||||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | FINANCIAL SERVICES | 40.000000000000 | 0 | 0 | Yes (1) | JP MORGAN CHASE | BANK | 4.500000000000 | Yes (1) | Yes (1) | Yes (1) |
| (no name) | |||||||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||||||
| (no name) | |||||||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||||||
| (no name) | |||||||||||||||||
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NOTE 1: | PART I, COLUMN F, DESCRIPTION OF PURPOSE: SERIES 2005 (ISSUE DATE NOVEMBER 16, 2005): CONSTRUCTION OF SCHOOL OF LEADERSHIP AND EDUCATION SCIENCES FACILITY, STUDENT HOUSING FACILITIES, STUDENT LIFE PAVILION, AND RENOVATION OF STUDENT UNIVERSITY CENTER AND ACADEMIC, ADMINISTRATIVE AND STUDENT FACILITIES. ADVANCE REFUNDING OF CEFA SERIES 1995A (ISSUE DATE JANUARY 4, 1996). PART II, LINE 3, COLUMN A: THE PROCEEDS ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E); THE DIFFERENCE IS DUE TO THE INVESTMENT EARNINGS BEING INCLUDED IN THE TOTAL PROCEEDS OF ISSUE AMOUNTS. PART II, LINE 11, COLUMN A: USD ENGAGED BLX GROUP LLC TO PERFORM AN INTERIM ARBITRAGE REBATE ANALYSIS AS OF 6-30-10. THE REBATE COMPUTATION WAS PERFORMED ON AUGUST 25, 2010, AND IT WAS DETERMINED THAT A REBATE WAS DUE TO THE IRS. PAYMENT WAS SUBMITTED TO THE US DEPARTMENT OF TREASURY ON AUGUST 28, 2010 IN THE AMOUNT OF $1,730,990.89. PART IV, LINE 2C, COLUMN A: USD ENGAGED BLX GROUP LLC TO PERFORM AN INTERIM REBATE CALCULATION AS OF 6-30-15. THE REBATE COMPUTATION WAS PERFORMED ON AUGUST 18, 2015, AND IT WAS DETERMINED THAT NO REBATE WAS DUE TO THE IRS. PART IV, LINE 6, COLUMN A: THE CONSTRUCTION PROJECTS THAT WERE FUNDED WITH PROCEEDS FROM THE SERIES 2005 BOND ISSUE TOOK ABOUT FOUR YEARS TO COMPLETE. THEREFORE, THE UNIVERSITY DID NOT SATISFY THE REQUIREMENTS OF THE 3-YEAR TEMPORARY PERIOD OR THE 2-YEAR (AND 18-MONTH) SPENDING EXCEPTION. AS A RESULT, AND AS MENTIONED ABOVE, THE UNIVERSITY DID SUBMIT A REBATE PAYMENT IN 2010. |
| NOTE 2: | PART I, COLUMN F, DESCRIPTION OF PURPOSE: SERIES 2011 (ISSUE DATE MARCH 16, 2011): ADVANCE REFUNDING OF CEFA SERIES 1998 (ISSUE DATE FEBRUARY 25, 1998). |
| NOTE 3: | PART I, COLUMN F, DESCRIPTION OF PURPOSE: SERIES 2011A AND 2011B (ISSUE DATE OCTOBER 6, 2011): SERIES 2011A WAS AN ADVANCE REFUNDING OF THE CALLABLE PORTION OF THE CEFA SERIES 1999 (ISSUE DATE FEBRUARY 4, 1999). SERIES 2011B WAS AN ADVANCE REFUNDING OF THE COUNTY OF SAN DIEGO SERIES 2001 CERTIFICATES OF PARTICIPATION (ISSUE DATE MAY 14, 2001). |
| NOTE 4: | PART I, COLUMN F, DESCRIPTION OF PURPOSE: SERIES 2012 (ISSUE DATE JULY 3, 2012): ADVANCE REFUNDING OF CEFA SERIES 2002A (ISSUE DATE JUNE 6, 2002). |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE PART V SUPPLEMENTAL INFORMATION | PersonNm |
| Relationship With Org | EMPLOYEE | RelationshipWithOrgTxt |
| Cash Grant | $51,090 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | EMPLOYEE BENEFIT | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW T ALLEN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OFFICER | RelationshipDescriptionTxt |
| Transaction | $269,244 | TransactionAmt |
| Transaction | SEE PART V - SUPPLEMENTAL INFORMATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE L, PART III: | 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. |
| FORM 990, SCHEDULE L, PART IV: | ANDREW T. ALLEN, VICE PRESIDENT AND PROVOST, IS RELATED TO DENISE DIMON, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. SHE IS A PROFESSOR, THE ASSOCIATE PROVOST FOR INTERNATIONAL AFFAIRS, AND THE DIRECTOR OF THE AHLERS CENTER FOR INTERNATIONAL BUSINESS. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2014 FOR DENISE DIMON. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 79 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,540,403 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY UTILIZES A BROKER TO SELL STOCK GIFTS RECEIVED | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND A COPY OF THE 990 IS AVAILABLE TO THE ORGANIZATION'S ENTIRE GOVERNING BOARD ONLINE AT THE SECURED TRUSTEE WEBSITE BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE BOARD OF DIRECTORS AND EXECUTIVE MANAGEMENT ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY CONFLICT IS REVIEWED AND HANDLED IN ACCORDANCE WITH THE WRITTEN POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES EXECUTIVE COMPENSATION COMMITTEE DETERMINES COMPENSATION USING COMPARABLE DATA AND CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS. THIS PROCESS IS DONE ANNUALLY FOR THE PRESIDENT AND THE VICE PRESIDENTS. THE PROVOST/VICE PRESIDENT FOR ACADEMIC AFFAIRS DETERMINES THE COMPENSATION FOR THE DEANS USING MARKET BENCHMARK DATA PREPARED INTERNALLY AND THE BENCHMARK SCHOOLS ARE SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORMS 990 AND 990T ARE AVAILABLE TO THE PUBLIC BY VIEWING THE GUIDESTAR WEBSITE AND UPON REQUEST FROM THE OFFICE OF TAX & COMPLIANCE AT 619-260-4683; COMPLIANCE@SANDIEGO.EDU; OR ONSITE FROM THE OFFICE OF TAX & COMPLIANCE. FORM 1023 IS AVAILABLE UPON REQUEST FROM THE OFFICE OF TAX & COMPLIANCE AT 619-260-2302; COMPLIANCE@SANDIEGO.EDU; OR ONSITE FROM THE OFFICE OF TAX & COMPLIANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE CONTROLLER AT 619-260-2302; ACCOUNTING@SANDIEGO.EDU; GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE PRESIDENT AT 619-260-4520; CONFLICT OF INTEREST POLICY IS AVAILABLE ONLINE AT WWW.SANDIEGO.EDU. |
| FORM 990, PART XI, LINE 9: | K-1 PASSTHROUGH LOSS 1,576,650. |