UNIVERSITY OF SAN DIEGO: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN DIEGO (EIN 95-2544535)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201541349349308439
- Schema version
- 2013v4.0
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T17:47:46-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DRIVE SUITE 1300 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921102492 | ZIPCode |
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 | 2015-05-06 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY E LYONS PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921102492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $740,247,750 | 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 | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 5339 | TotalEmployeeCnt |
| Total Volunteers | 1150 | TotalVolunteersCnt |
| Total Gross UBI | $773,217 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$945,442 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,537,357 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,741,661 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $346,331,647 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $359,623,906 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,279,888 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,700,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,474,700 | PYOtherRevenueAmt |
| CY Other Revenue | $11,825,807 | CYOtherRevenueAmt |
| PY Total Revenue | $407,623,592 | PYTotalRevenueAmt |
| CY Total Revenue | $433,892,160 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $92,554,962 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $97,880,354 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $179,882,303 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $188,337,465 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,795,084 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $91,379,675 | PYOtherExpensesAmt |
| CY Other Expenses | $95,421,186 | CYOtherExpensesAmt |
| PY Total Expenses | $363,816,940 | PYTotalExpensesAmt |
| CY Total Expenses | $381,639,005 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,806,652 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,253,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,080,271,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,182,120,992 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $271,830,418 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $269,048,099 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $808,440,584 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $913,072,893 | 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 | $308,026,544 | ExpenseAmt |
| Grant | $97,880,354 | GrantAmt |
| Revenue | $370,283,129 | RevenueAmt |
| Desc | THE UNIVERSITY OF SAN DIEGO IS ENGAGED IN POST-SECONDARY EDUCATION OF APPROXIMATELY 5,638 UNDERGRADUATE STUDENTS AND 1,351 GRADUATE AND PROFESSIONAL STUDENTS, AND 788 LAW STUDENTS; THIS PROGRAM INCLUDES ROOM & BOARD FOR THE STUDENT POPULATION. | Desc |
| Total Program Service Expenses | $308,026,544 | 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 | 0 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | 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 | 694 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5339 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| DAVID H SHAFFER | |||||||||
| 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 | ||||
| HERBERT B TASKER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES B MCCARTHY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C PETERS | |||||||||
| TREASURER AND TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES D POWERS IV | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES V MAZZO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN GREEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LIAM E MCGEE | |||||||||
| 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 | ||||
| MARY E LYONS PHD | |||||||||
| PRESIDENT AND TRUSTEE | 40.00 | Yes (X) | $572,711 | $0 | $32,712 | Yes (X) | |||
| 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 | ||||
| ROGER AP JOSEPH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON L FOWLER | |||||||||
| CHAIR AND TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROYAL W CARSON | |||||||||
| 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 | ||||
| VERY REV MSGR RICHARD F DUNCANSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW T ALLEN | |||||||||
| VICE PRESIDENT AND PROVOST | 40.00 | $249,513 | $0 | $36,386 | Yes (X) | ||||
| CARMEN M VAZQUEZ | |||||||||
| VICE PRESIDENT | 40.00 | $275,910 | $0 | $27,420 | Yes (X) | ||||
| REV MSGR D DILLABOUGH | |||||||||
| VICE PRESIDENT | 40.00 | $227,888 | $0 | $39,530 | Yes (X) | ||||
| RUSSELL C THACKSTON | |||||||||
| VICE PRESIDENT, BUSINESS AND ADMINISTRATION | 40.00 | $230,922 | $0 | $26,302 | Yes (X) | ||||
| TERRY KALFAYAN | |||||||||
| VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICE | 40.00 | $201,519 | $0 | $32,532 | Yes (X) | ||||
| TIMOTHY L O'MALLEY | |||||||||
| VICE PRESIDENT | 40.00 | $262,108 | $0 | $39,885 | Yes (X) | ||||
| CHELL A ROBERTS | |||||||||
| DEAN, SHILEY-MARCOS SCHOOL OF ENGINEERING | 40.00 | $153,349 | $0 | $18,027 | Yes (X) | ||||
| DAVID F PYKE | |||||||||
| DEAN, SCHOOL OF BUSINESS | 40.00 | $367,495 | $0 | $41,581 | Yes (X) | ||||
| EDWARD LUCK | |||||||||
| DEAN, SCHOOL OF PEACE STUD | 40.00 | $302,984 | $0 | $41,451 | Yes (X) | ||||
| JASON LEMON | |||||||||
| DEAN, CONTINUING EDUCATION | 40.00 | $222,562 | $0 | $27,517 | Yes (X) | ||||
| NOELLE NORTON | |||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | 40.00 | $216,732 | $0 | $26,460 | Yes (X) | ||||
| PAULA A CORDEIRO | |||||||||
| DEAN, SOLES | 40.00 | $205,174 | $0 | $35,607 | Yes (X) | ||||
| SALLY B HARDIN | |||||||||
| DEAN, SCHOOL OF NUSING | 40.00 | $207,079 | $0 | $35,967 | Yes (X) | ||||
| STEVEN FERRUOLO | |||||||||
| DEAN, SCHOOL OF LAW | 40.00 | $335,950 | $0 | $46,531 | Yes (X) | ||||
| DAVID MCGOWEN | |||||||||
| FACULTY, SCHOOL OF LAW | 40.00 | $291,442 | $0 | $31,594 | Yes (X) | ||||
| KAREN BURKE | |||||||||
| PROFESSOR | 40.00 | $335,280 | $0 | $34,844 | Yes (X) | ||||
| STEVEN SMITH | |||||||||
| FACULTY, SCHOOL OF LAW | 40.00 | $281,595 | $0 | $39,240 | Yes (X) | ||||
| VIRGINIA SHUE | |||||||||
| PROFESSOR | 40.00 | $295,161 | $0 | $27,309 | Yes (X) | ||||
| WILLIAM GRIER | |||||||||
| HEAD COACH, MEN'S BASKETBA | 40.00 | $540,688 | $0 | $47,166 | Yes (X) | ||||
| JULIE H SULLIVAN | |||||||||
| EXECUTIVE VICE PRESIDENT A | 40.00 | $321,125 | $0 | $23,586 | Yes (X) | ||||
| MARY BOYD | |||||||||
| FORMER DEAN, ARTS & SCIENCES | 40.00 | $141,577 | $0 | $21,798 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,238,764 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $733,445 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 330 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | 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 | $3,123,924 |
| PARADIGM MECHANICAL CORPORATION | |||||
| 6550 FEDERAL BOULEVARD | LEMON GROVE | CA | 91945 | CONSTRUCTION SERVCIES | $871,237 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET 13 | BOSTON | MA | 21100 | INVESTMENT MANAGER | $868,112 |
| HELLAS CONSTRUCTION INC | |||||
| 12710 RESEARCH BOULEVARD SUITE 240 | AUSTIN | TX | 75759 | CONSTRUCTION SERVCIES | $868,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $796,962 | FundraisingAmt |
| Government Grants | $9,641,417 | GovernmentGrantsAmt |
| All Other Contributions | $25,303,282 | AllOtherContributionsAmt |
| Noncash Contributions | $5,812,261 | NoncashContributionsAmt |
| Total Contributions | $35,741,661 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $319,749,990 | $319,749,990 |
| STUDENT RES & BOARD | 721310 | $35,787,467 | $35,787,467 |
| PARKING SERVICES | 611710 | $2,380,425 | $2,380,425 |
| STUDENT LOAN INTEREST | 611710 | $1,706,024 | $1,706,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $359,623,906 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,879,687 | TotalRevenueColumnAmt |
| Exclusion | $5,879,687 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2 | TotalRevenueColumnAmt |
| Exclusion | $2 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $483,027 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $265,450 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $217,577 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,577 | TotalRevenueColumnAmt |
| Exclusion | $217,577 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,721,589 | SecuritiesAmt |
| Other | $65,779,592 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $241,785,265 | SecuritiesAmt |
| Other | $63,894,819 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,936,324 | SecuritiesAmt |
| Other | $1,884,773 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,821,097 | TotalRevenueColumnAmt |
| Exclusion | $20,821,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $365,677 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $796,962 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $410,056 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,379 | TotalRevenueColumnAmt |
| Exclusion | -$44,379 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| BOOKSTORE | 451211 | $6,568,683 | $6,551,799 | $16,884 |
| ATHLETICS & RECREATION | 611710 | $1,845,714 | $1,845,714 | |
| OTHER RESTRICTED REVEN | 900099 | $1,336,650 | $1,296,650 | $40,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,901,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $965,060 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $716,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,652,609 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $433,892,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $370,283,129 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $773,217 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,094,153 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,880,354 | TotalAmt |
| Program Services | $97,880,354 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,573,672 | TotalAmt |
| Program Services | $3,647,635 | ProgramServicesAmt |
| Management And General | $867,990 | ManagementAndGeneralAmt |
| Fundraising | $1,058,047 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,607,581 | TotalAmt |
| Program Services | $108,007,050 | ProgramServicesAmt |
| Management And General | $29,883,794 | ManagementAndGeneralAmt |
| Fundraising | $3,716,737 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,785,303 | TotalAmt |
| Program Services | $10,671,004 | ProgramServicesAmt |
| Management And General | $2,495,611 | ManagementAndGeneralAmt |
| Fundraising | $618,688 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,768,702 | TotalAmt |
| Program Services | $13,927,386 | ProgramServicesAmt |
| Management And General | $3,819,836 | ManagementAndGeneralAmt |
| Fundraising | $21,480 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,602,207 | TotalAmt |
| Program Services | $7,432,930 | ProgramServicesAmt |
| Management And General | $1,738,328 | ManagementAndGeneralAmt |
| Fundraising | $430,949 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,745 | TotalAmt |
| Management And General | $300,745 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,057 | TotalAmt |
| Management And General | $86,057 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,131,934 | TotalAmt |
| Program Services | $1,891,064 | ProgramServicesAmt |
| Management And General | $240,870 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,474,156 | TotalAmt |
| Program Services | $11,666,739 | ProgramServicesAmt |
| Management And General | $4,249,251 | ManagementAndGeneralAmt |
| Fundraising | $558,166 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,970 | TotalAmt |
| Program Services | $742,383 | ProgramServicesAmt |
| Management And General | $354,929 | ManagementAndGeneralAmt |
| Fundraising | $7,658 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,546,512 | TotalAmt |
| Program Services | $1,972,979 | ProgramServicesAmt |
| Management And General | $2,872,734 | ManagementAndGeneralAmt |
| Fundraising | $700,799 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,335,736 | TotalAmt |
| Program Services | $3,201,442 | ProgramServicesAmt |
| Management And General | $2,134,294 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,636,851 | TotalAmt |
| Program Services | $5,973,967 | ProgramServicesAmt |
| Management And General | $1,662,276 | ManagementAndGeneralAmt |
| Fundraising | $608 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,773,644 | TotalAmt |
| Program Services | $5,514,721 | ProgramServicesAmt |
| Management And General | $1,125,369 | ManagementAndGeneralAmt |
| Fundraising | $133,554 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,326 | TotalAmt |
| Program Services | $1,177,364 | ProgramServicesAmt |
| Management And General | $309,530 | ManagementAndGeneralAmt |
| Fundraising | $43,432 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,309,547 | TotalAmt |
| Program Services | $6,971,686 | ProgramServicesAmt |
| Management And General | $1,337,861 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,406,242 | TotalAmt |
| Program Services | $8,769,646 | ProgramServicesAmt |
| Management And General | $6,484,086 | ManagementAndGeneralAmt |
| Fundraising | $152,510 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580,598 | TotalAmt |
| Program Services | $257,259 | ProgramServicesAmt |
| Management And General | $1,323,339 | 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 | $3,665,797 | $1,920,508 | $1,729,736 | $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 | $4,745,794 | TotalAmt |
| Program Services | $2,020,607 | ProgramServicesAmt |
| Management And General | $2,388,284 | ManagementAndGeneralAmt |
| Fundraising | $336,903 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,639,005 | TotalAmt |
| Program Services | $308,026,544 | ProgramServicesAmt |
| Management And General | $65,817,377 | ManagementAndGeneralAmt |
| Fundraising | $7,795,084 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,250,746 | BOYAmt |
| EOY | $3,750,176 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,880,028 | BOYAmt |
| EOY | $30,480,273 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,041,019 | BOYAmt |
| EOY | $7,833,604 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,711,809 | BOYAmt |
| EOY | $38,323,828 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,072 | BOYAmt |
| EOY | $1,639,344 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,398,415 | BOYAmt |
| EOY | $6,552,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $641,422,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $152,814,907 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,966,071 | BOYAmt |
| EOY | $488,607,342 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,138,440 | BOYAmt |
| EOY | $453,232,227 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,797,402 | BOYAmt |
| EOY | $151,701,470 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,080,271,002 | BOYAmt |
| EOY | $1,182,120,992 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,066,975 | BOYAmt |
| EOY | $46,391,001 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,200,168 | BOYAmt |
| EOY | $14,678,850 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,835,117 | BOYAmt |
| EOY | $168,454,326 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,457,452 | BOYAmt |
| EOY | $5,727,315 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,270,706 | BOYAmt |
| EOY | $33,796,607 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,830,418 | BOYAmt |
| EOY | $269,048,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,796,452 | BOYAmt |
| EOY | $588,198,908 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,899,174 | BOYAmt |
| EOY | $153,125,835 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,744,958 | BOYAmt |
| EOY | $171,748,150 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,440,584 | BOYAmt |
| EOY | $913,072,893 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,080,271,002 | BOYAmt |
| EOY | $1,182,120,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $52,253,155 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $51,106,515 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,272,639 | 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 | $133,441 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $133,441 | 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. | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $220,839,532 | BeginningYearBalanceAmt |
| Contributions | $16,513,072 | ContributionsAmt |
| Investment Earnings Or Losses | $27,996,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,586,239 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,688,596 | OtherExpendituresAmt |
| End Year Balance | $260,074,374 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57000 | 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 | $14,107,008 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $51,027,875 | OtherCostOrOtherBasisAmt |
| Book Value | $65,134,883 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $497,889,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,182,964 | DepreciationAmt |
| Book Value | $375,706,754 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,335,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,631,943 | DepreciationAmt |
| Book Value | $43,703,916 | 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 | $488,607,342 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (13 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| WEST COAST CONFERENCE | $651,762 |
| ALTERNATIVE ASSET PARTNERSHIPS - REAL ESTATE | $9,741,227 |
| MARKETABLE ALTERNATIVES - OPPORTUNISTIC | $6,567,632 |
| ALTERNATIVE ASSET PARTNERSHIPS - VENTURE CAPITAL | $9,828,807 |
| ALTERNATIVE ASSET PARTNERSHIPS - INTERNATIONAL PRIVATE EQUITY | $11,831,029 |
| ALTERNATIVE ASSET PARTNERSHIPS - U.S. PRIVATE EQUITY | $7,880,063 |
| MARKETABLE ALTERNATIVES - U.S. LONG/SHORT | $7,147,548 |
| MARKETABLE ALTERNATIVES - DISTRESSED | $15,486,589 |
| MARKETABLE ALTERNATIVES - GLOBAL LONG/SHORT | $21,882,911 |
| ALTERNATIVE ASSET PARTNERSHIPS - DISTRESSED/DEBT RELATED | $7,390,243 |
| MARKETABLE ALTERNATIVES - EVENT DRIVEN | $21,000,295 |
| MARKETABLE ALTERNATIVES - DIVERSIFIED ARBITRAGE | $23,341,454 |
| ALTERNATIVE ASSET PARTNERSHIPS - ENERGY/RESOURCES | $8,951,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $151,701,470 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $12,609,317 |
| BOND INTEREST RATE SWAP | $21,187,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,796,607 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $386,935,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $51,106,515 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $51,106,515 | RevenueNotReportedAmt |
| Revenue Subtotal | $335,828,485 | RevenueSubtotalAmt |
| Other Revenues Not Included | $98,063,675 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $98,063,675 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $433,892,160 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $282,302,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $675,507 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $675,507 | ExpensesNotReportedAmt |
| Expenses Subtotal | $281,626,493 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $100,012,512 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $100,012,512 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $381,639,005 | 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, 2014 THE ALLOCATION OF ENDOWMENT FUNDS WAS AS FOLLOWS: ACADEMIC SUPPORT - 29%, TUITION FUNDED QUASI - 38%, SCHOLARSHIPS - 14%, INSTRUCTION - 5%, PLANT MAINTENANCE AND OPERATIONS - 2%, PUBLIC SERVICE - 5% AND OTHER INSTITUTIONAL SUPPORT - 7%. |
| 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, 2014 AND 2013. 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 2009 FOR ITS STATE FILINGS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN INCOME -265,450. SCHOLARSHIPS INCLUDED IN EXPENSES 97,880,354. SPECIAL EVENT EXPENSES INCLUDED IN INCOME -410,057. ROUNDED FINANCIAL STATEMENT DIFFERENCE -467. K-1 PASSTHROUGH LOSS -1,272,639. RECLASS INVESTMENT MANAGEMENT FEES 2,131,934. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN INCOME 265,450. FUNDRAISING EXPENSES INCLUDED IN INCOME 410,057. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS INCLUDED IN EXPENSES 97,880,354. ROUNDED FINANCIAL STATEMENT DIFFERENCE 224. RECLASS INVESTMENT MANAGEMENT FEES 2,131,934. |
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 $107.4M IN CONTRIBUTIONS FROM FEDERAL AND STATE AGENCIES FOR ASSISTANCE IN PROVIDING POST-SECONDARY EDUCATION. THIS INCLUDES $94.5M IN FEDERAL FAMILY EDUCATION LOANS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | STUDY ABROAD PROGRAMS | $3,244,315 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $7,326,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,570,887 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,570,887 | 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 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPORTS BANQUET | NameOfEvent1Amt |
| Gross Receipts Event1 | $228,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $188,933 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,067 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $87,402 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FOUNDERS GALA | NameOfEvent2Amt |
| Gross Receipts Event2 | $639,229 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $409,264 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $229,965 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $214,253 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $295,410 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $198,765 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $96,645 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $108,401 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,162,639 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $796,962 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $365,677 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $410,056 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $410,056 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$44,379 | 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 | 3407 | $63,745,502 |
| STUDENT AID - RESIDENCE AND BOARD | 88 | $946,070 |
| STUDENT AID - PRIVATE | 247 | $1,876,788 |
| STUDENT AID - GRADUATE AND LAW | 987 | $15,893,673 |
| STUDENT AID - ATHLETICS AND RECREATION | 199 | $7,313,221 |
| FEDERAL SCHOLARSHIPS AND GRANTS | 553 | $5,947,202 |
| ENDOWED SCHOLARSHIPS | 117 | $2,157,898 |
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 |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 PHD | ||||||||||||||
| PRESIDENT AND TRUSTEE | $474,342 | $0 | $25,000 | $0 | $73,369 | $0 | $30,600 | $0 | $2,112 | $0 | $605,423 | $0 | $0 | $0 |
| ANDREW T ALLEN | ||||||||||||||
| VICE PRESIDENT AND PROVOST | $223,092 | $0 | $0 | $0 | $26,421 | $0 | $28,914 | $0 | $7,472 | $0 | $285,899 | $0 | $0 | $0 |
| CARMEN M VAZQUEZ | ||||||||||||||
| VICE PRESIDENT | $222,337 | $0 | $11,617 | $0 | $41,956 | $0 | $26,041 | $0 | $1,379 | $0 | $303,330 | $0 | $0 | $0 |
| REV MSGR D DILLABOUGH | ||||||||||||||
| VICE PRESIDENT | $170,740 | $0 | $17,466 | $0 | $39,682 | $0 | $23,373 | $0 | $16,157 | $0 | $267,418 | $0 | $0 | $0 |
| RUSSELL C THACKSTON | ||||||||||||||
| VICE PRESIDENT, BUSINESS AND ADMINIS | $198,159 | $0 | $6,750 | $0 | $26,013 | $0 | $25,087 | $0 | $1,215 | $0 | $257,224 | $0 | $1 | $0 |
| TERRY KALFAYAN | ||||||||||||||
| VICE PRESIDENT, FINANCE AND CHIEF FI | $184,826 | $0 | $0 | $0 | $16,693 | $0 | $24,090 | $0 | $8,442 | $0 | $234,051 | $0 | $0 | $0 |
| TIMOTHY L O'MALLEY | ||||||||||||||
| VICE PRESIDENT | $224,284 | $0 | $11,434 | $0 | $26,390 | $0 | $28,645 | $0 | $11,240 | $0 | $301,993 | $0 | $0 | $0 |
| CHELL A ROBERTS | ||||||||||||||
| DEAN, SHILEY-MARCOS SCHOOL OF ENGINE | $148,453 | $0 | $0 | $0 | $4,896 | $0 | $13,750 | $0 | $4,277 | $0 | $171,376 | $0 | $1 | $0 |
| DAVID F PYKE | ||||||||||||||
| DEAN, SCHOOL OF BUSINESS | $311,482 | $0 | $13,000 | $0 | $43,013 | $0 | $30,600 | $0 | $10,981 | $0 | $409,076 | $0 | $0 | $0 |
| EDWARD LUCK | ||||||||||||||
| DEAN, SCHOOL OF PEACE STUD | $238,823 | $0 | $18,000 | $0 | $46,161 | $0 | $30,600 | $0 | $10,851 | $0 | $344,435 | $0 | $2 | $0 |
| JASON LEMON | ||||||||||||||
| DEAN, CONTINUING EDUCATION | $119,012 | $0 | $14,083 | $0 | $89,467 | $0 | $19,319 | $0 | $8,198 | $0 | $250,079 | $0 | $0 | $0 |
| NOELLE NORTON | ||||||||||||||
| DEAN, COLLEGE OF ARTS AND SCIENCES | $206,128 | $0 | $0 | $0 | $10,604 | $0 | $25,096 | $0 | $1,364 | $0 | $243,192 | $0 | $0 | $0 |
| PAULA A CORDEIRO | ||||||||||||||
| DEAN, SOLES | $158,883 | $0 | $0 | $0 | $46,291 | $0 | $24,960 | $0 | $10,647 | $0 | $240,781 | $0 | $0 | $0 |
| SALLY B HARDIN | ||||||||||||||
| DEAN, SCHOOL OF NUSING | $183,195 | $0 | $0 | $0 | $23,884 | $0 | $25,050 | $0 | $10,917 | $0 | $243,046 | $0 | $0 | $0 |
| STEVEN FERRUOLO | ||||||||||||||
| DEAN, SCHOOL OF LAW | $330,976 | $0 | $0 | $0 | $4,974 | $0 | $30,600 | $0 | $15,931 | $0 | $382,481 | $0 | $0 | $0 |
| DAVID MCGOWEN | ||||||||||||||
| FACULTY, SCHOOL OF LAW | $290,616 | $0 | $0 | $0 | $826 | $0 | $30,496 | $0 | $1,098 | $0 | $323,036 | $0 | $0 | $0 |
| KAREN BURKE | ||||||||||||||
| PROFESSOR | $314,554 | $0 | $0 | $0 | $20,726 | $0 | $27,410 | $0 | $7,434 | $0 | $370,124 | $0 | $0 | $0 |
| STEVEN SMITH | ||||||||||||||
| FACULTY, SCHOOL OF LAW | $267,475 | $0 | $0 | $0 | $14,120 | $0 | $30,600 | $0 | $8,640 | $0 | $320,835 | $0 | $0 | $0 |
| VIRGINIA SHUE | ||||||||||||||
| PROFESSOR | $37,164 | $0 | $0 | $0 | $257,997 | $0 | $26,965 | $0 | $344 | $0 | $322,470 | $0 | $0 | $0 |
| WILLIAM GRIER | ||||||||||||||
| HEAD COACH, MEN'S BASKETBA | $503,815 | $0 | $0 | $0 | $36,873 | $0 | $30,600 | $0 | $16,566 | $0 | $587,854 | $0 | $0 | $0 |
| JULIE H SULLIVAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT A | $245,896 | $0 | $25,618 | $0 | $49,611 | $0 | $22,851 | $0 | $735 | $0 | $344,711 | $0 | $3 | $0 |
| MARY BOYD | ||||||||||||||
| FORMER DEAN, ARTS & SCIENCES | $114,383 | $0 | $0 | $0 | $27,194 | $0 | $13,290 | $0 | $8,508 | $0 | $163,375 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SCHEDULE J, PART I, LINE 1A: THE PRESIDENT IS PROVIDED ON CAMPUS HOUSING AND IT IS RECORDED AS A NON-TAXABLE BENEFIT. |
| 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 | $95,415,000 | NOTE 1 | 0 | 0 | 0 |
| CALIFORNIA EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 521705592 | 130178YD2 | 2011-03-15 | $18,640,000 | CURRENT REFUNDING: 1998 CEFA. SEE NOTE 2. | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| C | 201563466 | 13048TKY8 | 2011-10-06 | $43,574,459 | CURRENT REFUNDING: 1999 CEFA, 2001 COUNTY OF SAN DIEGO COP. SEE NOTE 2 | 0 | 0 | 0 |
| CALIFORNIA EDUCATION FACILITIES AUTHORITY | ||||||||
| D | 201563466 | 13048TKY8 | 2012-07-03 | $10,796,502 | CURRENT REFUNDING OF 2002 CEFA. SEE NOTE 2. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | 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 | $101,587,507 | $4,556,982 | $544,802 | $40,000 | $87,884,533 | $1,730,992 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $19,562,315 | $3,904 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| C | $43,574,459 | $7,496 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| D | $10,796,502 | $3,018 | Yes (1) | 0 | 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 | Yes (1) | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Business Name Line2GICProviderName/BusinessNameLine2 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE K BAUM | |||||||||||||||||
| A | 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 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | ||||||||
| (no name) | |||||||||||||||||
| C | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | ||||||||
| (no name) | |||||||||||||||||
| D | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | ||||||||
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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NOTE 1: | 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. CURRENT REFUNDING OF CEFA SERIES 1995 BONDS OUTSTANDING AS OF 11/16/05. |
| NOTE 2: | CURRENT REFUNDING OF PRIOR REVENUE BOND ISSUES ONLY. NO ADDITIONAL CAPITAL EXPENDITURE INCURRED WITH BOND PROCEEDS. |
| NOTE 3, PART II LINE 11 (A): | REBATE OF $1,730,992 MADE TO US TREASURY AUGUST 2010. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,812,261 | 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 EXCUTIVE 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 TRUSTEE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS INDEPENDENT, DETERMINES COMPENSATION USING COMPARABLE DATA AND CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS. THIS PROCESS IS DONE ANNUALLY FOR THE PRESIDENT AND THE VICE PRESIDENTS. THE EXECUTIVE VICE PRESIDENT AND PROVOST DETERMINES THE COMPENSATIONS FOR THE DEANS USING MARKET BENCHMARK DATA PREPARED BY INDEPENDENT PERSONS 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 1,272,639. |