2015-05-01T14:00:18-05:00 2014-05-31 861065772 DELOITTE TAX LLP 555 MISSION STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2013-06-01 941156628 UNIVERSITY OF SAN FRANCISCO UNIV 4154226522 2130 Fulton Street San Francisco CA 941171080 CHARLES CROSS VP FOR BUSINESS & FINANCE 2015-05-01 true Joan McMahon P00966494 4157835568 2013 2016-03-07 17:11:31Z FR PRIVETT SJ 2130 Fulton Street San Francisco CA 941171080 451925211 false X WWW.USFCA.EDU X 1930 CA OUR MISSION IS TO PROMOTE LEARNING IN THE JESUIT CATHOLIC TRADITION. THE UNIVERSITY OFFERS UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS THE KNOWLEDGE AND SKILLS NEEDED TO SUCCEED, AND THE VALUES AND SENSITIVITY NECESSARY TO BE MEN AND WOMEN FOR OTHERS. 47 47 5653 173 1759942 0 23673353 18233544 373000144 390406578 14563928 14950285 -268375 -134510 410969050 423455897 71889812 76884958 0 0 192592893 203880111 0 0 10717702 110637943 118931346 375120648 399696415 35848402 23759482 864325619 904475519 287236202 279343688 577089417 625131831 THE UNIVERSITY OF SAN FRANCISCO IS A PRIVATE JESUIT UNIVERSITY THAT PROVIDES HIGHER EDUCATION WITH A GLOBAL PERSPECTIVE TO EDUCATE LEADERS WHO WILL FASHION A MORE HUMANE AND JUST WORLD. THE UNIVERSITY PROVIDES HOUSING AND OTHER AUXILIARY SERVICES FOR ITS STUDENTS; THESE SERVICES ARE DIRECTLY RELATED TO THE EXEMPT PURPOSE OF THE UNIVERSITY. false false 153852327 346815022 EDUCATION: THE UNIVERSITY PROVIDES ACADEMIC PROGRAMS, ASSOCIATED RESEARCH, AND SERVICES DEDICATED TO SCHOLARSHIP AND THE JESUIT CATHOLIC TRADITION TO APPROXIMATELY 11,511 STUDENTS AND 2,914 FACULTY AND STAFF MEMBERS. 151558606 76884958 4284536 STUDENT SERVICES AND LIBRARIES: INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' EMOTIONAL AND PHYSICAL WELL BEING AND TO HIS/HER INTELLECTUAL, CULTURAL, SOCIAL DEVELOPMENT, AND INTERCOLLEGIATE ATHLETIC PROGRAMS. 35737595 39304735 AUXILIARY SERVICES: INCLUDES EXPENDITURES FOR THE SELF SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATION OF RESIDENCE HALLS, DINING SERVICES, AND STUDENT HEALTH SERVICES. 2895917 2285 SPONSORED RESEARCH INCLUDES EXPENDITURES FOR RESEARCH AND TRAINING. 2895917 2285 344044445 true true false true false false true false true true false false true true true false true true true true false false false true false false false true true true false false false false false true false false true false true false false false true true true false false false true 669 0 true 5653 true true true true CH RP TH false false false true true false false false false X 47 47 false false false false false false false true true false false true true true true true true true true false X X CHARLES CROSS VP FOR B&F 4154226522 2130 FULTON STREET SAN FRANCISCO CA 941171080 MR MALLOY CHAIRMAN 5.00 X X 0 0 0 MR SMITH VICE CHAIRMAN 5.00 X X 0 0 0 REV PRIVETT SJ PRESIDENT 40.00 X X 0 0 0 DR TEMPERO BOARD MEMBER 5.00 X 0 0 0 MR AGGER BOARD MEMBER 5.00 X 0 0 0 MR BARRY BOARD MEMBER 5.00 X 0 0 0 MR BLAINE BOARD MEMBER 5.00 X 0 0 0 MR CONWAY BOARD MEMBER 5.00 X 0 0 0 MR DEWALT BOARD MEMBER 5.00 X 0 0 0 MR DOLL BOARD MEMBER 5.00 X 0 0 0 MR HAMILL BOARD MEMBER 5.00 X 0 0 0 MR KOCHIS BOARD MEMBER 5.00 X 0 0 0 MR MAIER BOARD MEMBER 5.00 X 0 0 0 MR NICOLAI BOARD MEMBER 5.00 X 0 0 0 MR NOONAN BOARD MEMBER 5.00 X 0 0 0 MR PASHA III BOARD MEMBER 5.00 X 0 0 0 MR PITTO BOARD MEMBER 5.00 X 0 0 0 MR PORTER BOARD MEMBER 5.00 X 0 0 0 MR READ BOARD MEMBER 5.00 X 0 0 0 MR REVETRIA BOARD MEMBER 5.00 X 0 0 0 MR ROSE BOARD MEMBER 5.00 X 0 0 0 MR SALQUIST BOARD MEMBER 5.00 X 0 0 0 MR VISBAL BOARD MEMBER 5.00 X 0 0 0 MR WHITE BOARD MEMBER 5.00 X 0 0 0 MR YEPEZ BOARD MEMBER 5.00 X 0 0 0 MS HAMEL BOARD MEMBER 5.00 X 0 0 0 MS JARRETT SKAFF BOARD MEMBER 5.00 X 0 0 0 MS MCGRATH BOARD MEMBER 5.00 X 0 0 0 MS MCKEEVER DONAHUE BOARD MEMBER 5.00 X 0 0 0 MS MONROE BOARD MEMBER 5.00 X 0 0 0 MS ORTIZ MORFIT BOARD MEMBER 5.00 X 0 0 0 MS WALL HANSON BOARD MEMBER 5.00 X 0 0 0 MS WHELAN BOARD MEMBER 5.00 X 0 0 0 REV ARCEO SJ BOARD MEMBER 5.00 X 0 0 0 REV BURKE SJ BOARD MEMBER 5.00 X 0 0 0 REV CHISHOLM SJ BOARD MEMBER 5.00 X 0 0 0 REV CORDER SJ BOARD MEMBER 5.00 X 0 0 0 REV KOEPLIN SJ BOARD MEMBER 5.00 X 0 0 0 REV LABRIE SJ BOARD MEMBER 5.00 X 0 0 0 REV MCGARRY SJ BOARD MEMBER 5.00 X 0 0 0 REV MOYNAHAN SJ BOARD MEMBER 5.00 X 0 0 0 REV O'CALLAGHAN SJ BOARD MEMBER 5.00 X 0 0 0 REV PABST SJ BOARD MEMBER 5.00 X 0 0 0 REV PRIETTO SJ BOARD MEMBER 5.00 X 0 0 0 REV SIEBERT SJ BOARD MEMBER 5.00 X 0 0 0 REV STOEGER SJ BOARD MEMBER 5.00 X 0 0 0 REV SUNDBORG SJ BOARD MEMBER 5.00 X 0 0 0 DR NEL VP INTL RELATIONS 40.00 X 498618 0 51764 DR TURPIN PROVOST AND VP 40.00 X 342884 0 38724 MR BAWA VP INFO TECH 40.00 X 16791 0 1883 MR CROSS VP BUS. & FIN. 40.00 X 371630 0 55352 MR LEON ACTING VP INFO TECH 40.00 X 148941 0 39935 MR MACMILLAN VP COMM. & MKTG. 40.00 X 242513 0 54604 MR WILCH VP DEVELOPMENT 40.00 X 234611 0 62074 MS DAVIS GENERAL COUNSEL 40.00 X 320467 0 68044 DR CAMPERI DEAN, ARTS AND SCIENCES 40.00 X 220935 0 64665 DR JOHNSON VICE PROVOST, ACADEMICS 40.00 X 228254 0 38916 DR KARAMAN VICE PROVOST, BUDGET 40.00 X 210211 0 38735 DR WEBBER DEAN, SCHOOL OF MANAGEMENT 40.00 X 229026 0 44729 MR LONDON ASSISTANT VP FACILITIES 40.00 X 275739 0 56809 MR BRAND PROFESSOR, FORMER DEAN LAW SCHOOL 40.00 X 274219 0 43266 MR DAVIS ASSOC. DEAN, ACADEMIC AFFAIRS LAW SCHOOL 40.00 X 243500 0 66462 MR MICON PROFESSOR, FORMER ASSOC. DEAN LAW SCHOOL 40.00 X 265067 0 40048 MR SIDWELL ATHLETIC DIRECTOR 40.00 X 258538 0 59038 MR WALTERS BASKETBALL COACH 40.00 X 408459 0 67881 DR WISER PROFESSOR, FORMER PROVOST 40.00 X 132391 0 40801 MR DUFFY PROFESSOR, FORMER DEAN SCHOOL OF MANAGEMENT 40.00 X 152234 0 26504 MR GALLAGHER FORMER VP INFO TECH 40.00 X 106170 0 17419 5181198 0 977653 434 true true false CAHILL CONTRACTORS INC 425 CALIFORNIA STREET SAN FRANCISCO CA 94104 CONSTRUCTION 16908841 ABLE BUILDING MAINTENANCE CO 868 FOLSOM STREET SAN FRANCISCO CA 94107 BUILDING MAINTENANCE 6047209 TURNER CONSTRUCTION CO 343 SANSOME STREET STE 500 SAN FRANCISCO CA 94104 CONSTRUCTION 5777194 MAI INDUSTRIES INC 105 BONAVENTURA DRIVE SAN JOSE CA 95134 CONSTRUCTION 2443028 EMBANET-COMPASS KNOWLEDGE GROUP 2145 METROCENTER BLVD STE 400 ORLANDO FL 32835 ONLINE LEARNING SERVICES 2203211 37 411117 3435254 14387173 186253 18233544 TUITION AND FEES 611600 350261277 350261277 HOUSING AND AUXILIARY 611600 38111844 38111844 FITNESS CENTER DUES 713940 2033457 1848656 184801 0 0 0 0 0 0 390406578 3448804 -88714 3537518 0 107661 107661 0 0 0 38145504 1480815 25742178 2382660 12403326 -901845 11501481 11501481 102305 411117 344476 -242171 -242171 0 0 0 0 0 0 0 0 0 0 423455897 388373121 1759942 15089290 0 76884958 76884958 0 0 3956852 1376906 2282829 297117 475519 351930 123589 129618294 107482447 17589651 4546196 12355401 10313872 1482189 559340 47354908 39530281 5680829 2143798 10119137 8447115 1213920 458102 1087335 160416 926919 945911 85593 860318 488809 97747 391062 58225 58225 0 323021 323021 14711550 10395393 2765198 1550959 3227458 2373496 766719 87243 8467648 6395309 2041307 31032 2396824 728918 1619501 48405 0 19698840 18842110 511754 344976 10525578 9260426 820624 444528 0 1240353 940750 270724 28879 8474563 7084216 1390347 0 20328776 18394091 1934685 7939654 6697520 1242134 GENERAL EXPENSES 16840311 16840311 SUBCRIPTION AND DUES 1549981 939783 436128 174070 HONORARIA AND AWARDS 420164 344867 73127 2170 VEHICLE EXPENSES 206345 75990 129468 887 0 0 0 0 399696415 344044445 44934268 10717702 0 105770234 131529689 25366941 16544362 9916720 6640148 723000 663000 0 0 19319058 23224346 8930964 8227009 633322520 184016008 445629433 449306512 132571350 139417701 0 0 0 0 116097919 128922752 864325619 904475519 44310503 44344007 31740139 32361854 155111572 151208195 0 0 26000000 24500000 30073988 26929632 287236202 279343688 X 359510610 386372179 85257409 101064564 132321398 137695088 577089417 625131831 864325619 904475519 23759482 24282932 0 X false true X true true true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 58225 58225 false Schedule C, Part II-B, Line 1, Description of the activities reported on Lines 1a through 1i THE UNIVERSITY OF SAN FRANCISCO CONTRACTS WITH PLATINUM ADVISORS, LLC TO PROVIDE CONSULTING SERVICES. IN ITS CAPACITY AS A CONSULTANT, PLATINUM ADVISORS ASSISTS THE UNIVERSITY IN PURSUING ITS BUSINESS AND GOVERNMENT AFFAIRS OBJECTIVES BY PLANNING FOR ORGANIZATIONAL AND INSTITUTIONAL DEVELOPMENT AND FUNDING OBJECTIVES, DEVELOPING AND IMPLEMENTING STRATEGIC PLANS, AND EXPANDING ITS GOVERNMENT OUTREACH ACTIVITIES. 2032361 X X X X false 235069000 18450000 29712000 5502569 3503431 274225000 198436000 10119000 33910000 4175896 3220104 235069000 211260000 3016000 -7100000 4483299 3202701 1054000 198436000 180183000 2868000 35593000 3713612 2664388 1006000 211260000 155711000 11456000 18726000 5710000 180183000 0.21000 0.47000 0.32000 false false 20830820 31606199 52437019 447759361 130858427 316900934 0 0 133126140 53157581 79968559 449306512 INVESTMENTS 128922754 ROUNDING -2 128922752 0 FEDERAL STUDENT LOANS REFUNDABLE 10970638 INTEREST RATE SWAP AGREEMENTS 14085568 LIABILITY UNDER SPLIT INTEREST AGREEMENT 1873426 26929632 X Schedule D, Part III, Line 4, Collections of art - description of collections THE UNIVERSITY OF SAN FRANCISCO MAINTAINS AND SERVICES A COLLECTION OF RARE BOOKS WHICH ARE MADE AVAILABLE TO THE UNIVERSITY COMMUNITY, ITS AFFILIATES, ACADEMIC SCHOLARS AND THE GENERAL PUBLIC. THE RARE BOOK COLLECTION IS USED TO ENHANCE TEACHING, SUPPORT RESEARCH, AND PROVIDE PUBLIC SERVICE. Schedule D, Part V, Line 4, Intended uses of endowment funds THE ENDOWMENT FUND IS USED TO PROVIDE A RELATIVELY PREDICTABLE, STABLE AND CONSISTENT INVESTMENT RETURNS SUFFICIENT TO FUND A VARIETY OF OPERATIONAL NEEDS, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, FACULTY CHAIRS, ACADEMIC PROGRAMS, LIBRARIES, OTHER ENDOWMENT PROGRAMS, AND GENERAL OPERATIONS. Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote THE UNIVERSITY DOES NOT MAINTAIN ANY UNCERTAIN TAX POSITIONS; ACCORDINGLY, THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS DID NOT INCLUDE A FOOTNOTE FOR ASC 740 (FORMERLY FIN 48). true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3, Racially nondiscriminatory policy THE UNIVERSITY OF SAN FRANCISCO PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH PRINT AND BROADCAST MEDIA TO THE GENERAL PUBLIC BOTH ON AND OFF CAMPUS THROUGHOUT THE YEAR. THIS POLICY IS ALSO MADE AVAILABLE ON THE UNIVERSITY'S WEBSITE AT WWW.USFCA.EDU AND IN THE UNIVERSITY'S GENERAL CATALOG. Schedule E, Part I, Line 6a, Financial aid or assistance from a governmental agency THE UNIVERSITY RECEIVES TITLE FOUR FUNDING AS WELL AS GRANTS FROM VARIOUS GOVERNMENT AGENCIES. EAST ASIA AND THE PACIFIC 3 39 PROGRAM SERVICES INSTRUCTION AND RECRUITING 2905851 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 15139455 3 39 18045306 true false true true true false SCHEDULE F, PART I, ACCOUNTING METHOD THE ACCOUNTING METHOD USED IS THE ACCRUAL METHOD OF ACCOUNTING. Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL CALIFORNIA PRIZE DINNER 248750 220590 28160 10000 1500 86001 27900 1000 38960 USF SWANSON GOLF TOURNAMENT 114393 70400 43993 0 13494 69219 10521 0 5552 3 150279 120127 30152 0 7153 5554 24437 92 43093 513422 411117 102305 10000 22147 160774 62858 1092 87605 344476 -242171 true USF FINANCIAL AID 4689 68297958 FSEOG PROGRAM 185 632000 PELL GRANTS 1744 7114000 FEDERAL WORK-STUDY PROGRAM 425 841000 Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds THE UNIVERSITY OF SAN FRANCISCO OFFERS STUDENT FINANCIAL AID IN THE FORM OF SCHOLARSHIPS, GRANTS, LOANS, AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID IS PROVIDED BY: THE UNIVERSITY OF SAN FRANCISCO; FEDERAL AND STATE GOVERNMENTS; SOCIAL, FRATERNAL, PROFESSIONAL, AND COMMUNITY ORGANIZATIONS; EMPLOYERS, BOTH PRESENT AND PROSPECTIVE; AND FRIENDS AND GRADUATES OF THE UNIVERSITY OF SAN FRANCISCO. GRANTS AND SCHOLARSHIPS CAN BE USED TO PAY FOR TUITION AND FEES, ROOM AND BOARD, TRANSPORTATION AND PERSONAL EXPENSES; GRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO DEMONSTRATE ELIGIBILITY BY SUBMITTING A FEDERAL FINANCIAL AID APPLICATION, COMPETE IN INTERCOLLEGIATE ATHLETICS, ARE ACADEMICALLY ELIGIBLE, OR ARE READY TO COMMIT THEIR TIME AND SKILLS AFTER GRADUATION TO THE U.S. ARMED FORCES. X X X X true true X X X X X X false false false false false false false false false MR CROSS VP BUS. & FIN. 368010 0 0 0 3620 0 28326 0 27026 0 426982 0 0 0 MS DAVIS GENERAL COUNSEL 315785 0 0 0 4682 0 28326 0 39718 0 388511 0 0 0 MR LEON ACTING VP INFO TECH 148836 0 0 0 105 0 14642 0 25293 0 188876 0 0 0 MR MACMILLAN VP COMM. & MKTG. 223546 0 10000 0 8967 0 25383 0 29221 0 297117 0 0 0 DR NEL VP INTL RELATIONS 298777 0 0 0 199841 0 24566 0 27198 0 550382 0 0 0 DR TURPIN PROVOST AND VP 334494 0 2000 0 6390 0 28326 0 10398 0 381608 0 0 0 MR WILCH VP DEVELOPMENT 230385 0 0 0 4226 0 26419 0 35655 0 296685 0 0 0 DR CAMPERI DEAN, ARTS AND SCIENCES 220441 0 0 0 494 0 25448 0 39217 0 285600 0 0 0 DR JOHNSON VICE PROVOST, ACADEMICS 225991 0 0 0 2263 0 21617 0 17299 0 267170 0 0 0 DR KARAMAN VICE PROVOST, BUDGET 209922 0 0 0 289 0 23304 0 15431 0 248946 0 0 0 MR LONDON ASSISTANT VP FACILITIES 269220 0 0 0 6519 0 28326 0 28483 0 332548 0 0 0 DR WEBBER DEAN, SCHOOL OF MANAGEMENT 228096 0 0 0 930 0 25683 0 19046 0 273755 0 0 0 MR BRAND PROFESSOR, FORMER DEAN LAW SCHOOL 270765 0 0 0 3454 0 14182 0 29084 0 317485 0 0 0 MR DAVIS ASSOC. DEAN, ACADEMIC AFFAIRS LAW SCHOOL 243273 0 0 0 227 0 22664 0 43798 0 309962 0 0 0 MR MICON PROFESSOR, FORMER ASSOC. DEAN LAW SCHOOL 255677 0 0 0 9390 0 28326 0 11722 0 305115 0 0 0 MR SIDWELL ATHLETIC DIRECTOR 209629 0 0 0 48909 0 23775 0 35263 0 317576 0 0 0 MR WALTERS BASKETBALL COACH 390944 0 7500 0 10015 0 28326 0 39555 0 476340 0 0 0 MR DUFFY PROFESSOR, FORMER DEAN SCHOOL OF MANAGEMENT 152234 0 0 0 0 0 15640 0 10864 0 178738 0 0 0 MR GALLAGHER FORMER VP INFO TECH 106170 0 0 0 0 0 8959 0 8460 0 123589 0 0 0 DR WISER PROFESSOR, FORMER PROVOST 132391 0 0 0 0 0 13962 0 26839 0 173192 0 0 0 Schedule J, Part I, Line 1a, First-class or charter travel ABSENT PRIOR APPROVAL BY THE UNIVERSITY PRESIDENT, THE UNIVERSITY'S WRITTEN TRAVEL AND ENTERTAINMENT POLICY DOES NOT PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. THE VP FOR INTERNATIONAL RELATIONS RECEIVED APPROVAL FROM THE UNIVERSITY PRESIDENT TO FLY FIRST CLASS FOR A LIMITED NUMBER OF INTERNATIONAL BUSINESS TRIPS; NO OTHER TRUSTEE, OFFICER, KEY EMPLOYEE OR HIGHEST COMPENSATED EMPLOYEE INCURRED FIRST CLASS TRAVEL EXPENSES WHICH WERE PAID FOR BY THE UNIVERSITY. Schedule J, Part I, Line 1a, Tax indemnification and gross-up payments THE VP FOR INTERNATIONAL RELATIONS IS ON ASSIGNMENT IN A FOREIGN COUNTRY ON BEHALF OF THE UNIVERSITY. PURSUANT TO A TAX EQUALIZATION AGREEMENT, THIS INDIVIDUAL IS RESPONSIBLE FOR HIS TAX LIABILITY AS IF HE HAD REMAINED WORKING IN THE U.S. ANY ADDITIONAL TAXES RESULTING FROM HIS FOREIGN ASSIGNMENT ARE BEING PAID BY THE UNIVERSITY AND GROSSED-UP. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME ON THE INDIVIDUAL'S FORM W-2 AND IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part I, Line 1a, Housing allowance or residence for personal use A HOUSING ALLOWANCE IS BEING PROVIDED TO THE VP FOR INTERNATIONAL RELATIONS IN CONNECTION WITH HIS ASSIGNMENT IN A FOREIGN COUNTY ON BEHALF OF THE UNIVERSITY IN ORDER TO ACCOUNT FOR A HIGHER COST OF LIVING IN THE FOREIGN COUNTRY. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME ON THE INDIVIDUAL'S FORM W-2 AND IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part I, Line 1a, Personal services A CAR AND DRIVER WAS PROVIDED TO THE VP FOR INTERNATIONAL RELATIONS IN CONNECTION WITH HIS ASSIGNMENT IN A FOREIGN COUNTRY ON BEHALF OF THE UNIVERSITY. THE VALUE OF THE OCCASIONAL PERSONAL USE OF THE CAR AND DRIVER WAS REPORTED AS TAXABLE INCOME ON THE INDIVIDUAL'S FORM W-2 AND IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART II, COMPENSATION THE VP FOR INFORMATION TECHNOLOGY WAS HIRED BY THE UNIVERSITY ON DECEMBER 9, 2013. AS A RESULT, THE COMPENSATION LISTED REFLECTS ONLY A PARTIAL MONTH OF SERVICE. SCHEDULE J, PART II, COMPENSATION THE ACTING VP FOR INFORMATION TECHNOLOGY WAS HIRED BY THE UNIVERSITY ON JUNE 1, 2013. AS A RESULT, THE COMPENSATION LISTED REFLECTS ONLY A PARTIAL YEAR OF SERVICE. A CA EDUC FAC AUTH 946001347 1301757W6 2005-08-18 27500000 CAPITAL EXPENDITURES false false false B CA EDUC FAC AUTH 521705592 130178YZ3 2011-02-16 80100322 CUR RFND OF BONDS & CAP EXP false false false C CA EDUC FAC AUTH 946001347 130175A85 2003-05-28 40000000 CAPITAL EXPENDITURES false false false A 0 0 27500000 0 0 0 318770 111844 0 26904386 0 0 false true true true B 0 0 80100322 0 0 0 820962 0 0 5000000 0 0 true false false true C 0 0 40000000 0 0 0 571075 76727 0 29838379 0 0 true false true true A false false false false 0.00000 0.00000 0.00000 true B false false false false 0.00000 0.00000 0.00000 true C false false false false 0.00000 0.00000 0.00000 true A false true true B OF A 30.1 false false true AIG 2.0 true false false B false false false 0.0 false 0.0 false true C false true true B OF A 29.4 false false false 0.0 false true A true B true C true , BOND ISSUES THE ISSUE PRICE OF THE BONDS ISSUED ON AUGUST 18, 2005 DIFFERS FROM THE ISSUE PRICE PROVIDED ON FORM 8038, SINCE THE SERIES AND BONDS WERE REFUNDED BY THE FEBRUARY 16, 2011 BOND ISSUE. , HAS THE ISSUER FILED FORM 8030-T DISCLOSURE: THE UNIVERSITY HAS DETERMINED THAT NONE OF THE BOND ISSUES SHOWN IN LINES A, B, C OF PART I (COLUMNS AND A, B, C OF THIS PART IV) HAS GENERATED AN ARBITRAGE REBATE LIABILITY, FOR WHICH A FORM 8038-T WOULD OTHERWISE BE REQUIRED TO BE FILED. REX WALTERS EMPLOYEE MORTGAGE X 510000 510000 false true true JAMES WISER EMPLOYEE MORTGAGE X 153000 153000 false true true 663000 ALEXANDRA AMATI-CAMPERI FAMILY MEMBER OF KEY EMPLOYEE 140524 EMPLOYMENT false ANNA CROSS FAMILY MEMBER OF OFFICER 52780 EMPLOYMENT false ROBERT ELIAS FAMILY MEMBER OF OFFICER 165641 EMPLOYMENT false DENNIS MILLER FAMILY MEMBER OF OFFICER 105884 EMPLOYMENT false X 20 186253 MARKET VALUE false true false Schedule M, Part I, Explanations of reporting method for number of contributions SECURITIES - PUBLICLY TRADED: COLUMN B REFLECTS THE NUMBER OF CONTRIBUTIONS. Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. COLUMN B REFLECTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE (WHO REPORTS TO THE UNIVERSITY PRESIDENT AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES) IS RESPONSIBLE FOR OVERSEEING ALL TAX COMPLIANCE MATTERS FOR THE UNIVERSITY OF SAN FRANCISCO, INCLUDING THE PREPARATION OF THE UNIVERSITY'S FORM 990; ACCORDINGLY, UNDER HIS DIRECTION (AND WITH THE ASSISTANCE OF THE UNIVERSITY'S EXTERNAL TAX ADVISORS AT DELOITTE TAX LLP) THE UNIVERSITY'S FORM 990 IS PREPARED BY THE TAX ANALYST IN THE UNIVERSITY'S OFFICE OF INTERNAL AUDIT AND TAX COMPLIANCE. THEREAFTER, THE UNIVERSITY'S FORM 990 IS REVIEWED BY THE TAX ANALYST'S SUPERVISOR, THE ASSOCIATE DIRECTOR OF TAX COMPLIANCE. NEXT, THE UNIVERSITY'S VICE PRESIDENT FOR BUSINESS AND FINANCE AND DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE CONCURRENTLY REVIEW THE UNIVERSITY'S FORM 990 WITH THE UNIVERSITY'S EXTERNAL TAX ADVISORS (DELOITTE TAX LLP) WHO REVIEW IT ONE FINAL TIME BEFORE THE RETURN IS PROVIDED TO THE UNIVERSITY'S AUDIT COMMITTEE OF ITS BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED APPROPRIATE AUTHORITY TO REVIEW THE RETURN ON BEHALF OF THE UNIVERSITY'S BOARD OF TRUSTEES. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE FULL BOARD OF TRUSTEES REGARDING ITS OVERSIGHT OF FORM 990, AND THE FINAL DRAFT OF THE UNIVERSITY'S FORM 990 (INCLUDING ALL REQUIRED SCHEDULES THERETO) IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES SO IT IS ABLE TO MAKE ANY APPROPRIATE INQUIRIES REGARDING THE DATA CONTAINED IN THE UNIVERSITY'S FORM 990 BEFORE THE RETURN IS FILED. Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy UNDER THE TERMS OF ITS CHARTER, THE AUDIT COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE UNIVERSITY'S 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 NECESSARY PARTIES (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, AND KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE ACTUAL 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 CONFLICTS 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 ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES FOR MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ARE REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE. THEREAFTER, THE UNIVERSITY'S GENERAL COUNSEL AND DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REVIEW THE COMPLETED QUESTIONNAIRES FOR ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS, AND THESE INDIVIDUALS ARE NOTIFIED VIA WRITTEN COMMUNICATION. MOREOVER, THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS TO THE UNIVERSITY PRESIDENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPLETED QUESTIONNAIRES FOR OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES ARE REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE. THEREAFTER, THE UNIVERSITY'S GENERAL COUNSEL AND DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REVIEW THE COMPLETED QUESTIONNAIRES FOR ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS, AND THESE INDIVIDUALS ARE NOTIFIED VIA WRITTEN COMMUNICATION. FURTHERMORE, THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS TO THE UNIVERSITY PRESIDENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD OF TRUSTEES; (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 OF ANY PROPOSED TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES ARISING DURING THE COURSE OF A BOARD OF TRUSTEES' MEETING WHICH CANNOT BE RESOLVED ARE REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ALL MATTERS OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE UNIVERSITY'S CEO - THE UNIVERSITY PRESIDENT. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE UNIVERSITY PRESIDENT. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THE UNIVERSITY PRESIDENT. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT EXPERTS, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. WHEREAS THE UNIVERSITY PRESIDENT IS A JESUIT PRIEST WHO HAS TAKEN A VOW OF POVERTY, ALL OF HIS EARNINGS ARE PAID DIRECTLY TO THE SOCIETY OF JESUS (THE JESUIT ORDER). Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employees THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ALL MATTERS OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR OFFICERS AND KEY EMPLOYEES (INCLUDING THE UNIVERSITY PRESIDENT). THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT EXPERTS, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. Form 990, Part VI, Sec C, Line 19, Required documents available to the public WHILE APPLICABLE FEDERAL TAX LAWS DO NOT MANDATE THAT THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE UNIVERSITY VOLUNTARILY MAKES EACH OF THE FOREGOING AVAILABLE ON ITS WEBSITE WWW.USFCA.EDU AND UPON REQUEST. USF EDUCATIONAL CONSULTING (CHINA) CO C/O USF 2130 FULTON STREET SAN FRANCISCO CA 941171080 981046669 RECRUITING;FUNDRAISING CH 11375 286244 UNIVERSITY OF SAN FRANCISCO USF MANILA INC C/O USF 2130 FULTON STREET SAN FRANCISCO CA 941171080 981046690 INSTRUCTION RP -4701 76118 UNIVERSITY OF SAN FRANCISCO EMPLOYEE-CONTRIBUTION VEBA TRUST 2130 FULTON STREET SAN FRANCISCO CA 941171080 047024784 BENEFIT PLAN MO 501(C)(9) N/A UNIVERSITY OF SAN FRANCISCO true EMPLOYER-CONTRIBUTION VEBA TRUST 2130 FULTON STREET SAN FRANCISCO CA 941171080 047024785 BENEFIT PLAN MO 501(C)(9) N/A UNIVERSITY OF SAN FRANCISCO true false false false false false false false false false false false false false false false false false false false