PEPPERDINE UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PEPPERDINE UNIVERSITY (EIN 95-1644037)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-11
- IRS object ID
- 201401629349300855
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-11T16:09:11-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644037 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPERDINE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRIAN THOMASON | InCareOfName |
| Name Control | PEPP | NameControl |
| Phone | 3105064497 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24255 PACIFIC COAST HIGHWAY | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MALIBU | City |
| State | CA | State |
| ZIP Code | 902634497 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN THOMASON | Name |
| Title | ASSOC VP AND CONTROLLER | Title |
| Phone | 3105064497 | Phone |
| Date Signed | 2014-06-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW K BENTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24255 PACIFIC COAST HIGHWAY | AddressLine1 |
| City | MALIBU | City |
| State | CA | State |
| ZIP Code | 902634497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 445463546 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PEPPERDINE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5056 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 3525822 | TotalGrossUBI |
| Contributions Grants Prior Year | 25338071 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25387351 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 314260616 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 330194412 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29911929 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52879247 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1600353 | OtherRevenuePriorYear |
| Other Revenue Current Year | -112383 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 367910263 | TotalRevenuePriorYear |
| Total Revenue Current Year | 408348627 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 81350122 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 88797079 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 162485201 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 166724453 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 272084 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 207365 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6991176 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 120060897 | OtherExpensePriorYear |
| Other Expenses Current Year | 111990716 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 364168304 | TotalExpensesPriorYear |
| Total Expenses Current Year | 367719613 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3741959 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 40629014 | RevenuesLessExpensesCY |
| Total Assets BOY | 1335920727 | TotalAssetsBOY |
| Total Assets EOY | 1421502321 | TotalAssetsEOY |
| Total Liabilities BOY | 331677935 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 344535595 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1004242792 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1076966726 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 90752012 | Expense |
| Grants | 4404304 | Grants |
| Revenue | 287709794 | Revenue |
| Description | INSTRUCTION & RESEARCH | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 51675337 | Expense |
| Grants | 369212 | Grants |
| Revenue | 7254008 | Revenue |
| Description | ACADEMIC SUPPORT | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 131425447 | Expense |
| Grants | 84023563 | Grants |
| Revenue | 15727871 | Revenue |
| Description | STUDENT SERVICES INCLUDING SCHOLARSHIPS TO ENROLLED STUDENTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1154947 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 19502739 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 275007743 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10717 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5056 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | AR | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | SZ | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN THOMASON | NamePerson |
| Telephone Number | 3105067269 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24255 PACIFIC COAST HIGHWAY | AddressLine1 |
| City | MALIBU | City |
| State | CA | State |
| ZIP Code | 902634497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW K BENTON | |||||||||
| PRESIDENT AND CEO | 40.0 | 5.0 | X | X | 471880 | 214086 | |||
| WILLIAM S BANOWSKY | |||||||||
| REGENT | 1.0 | X | |||||||
| EDWIN L BIGGERS | |||||||||
| CHAIRMAN OF THE BOARD/REGENT | 1.0 | X | |||||||
| SHEILA K BOST | |||||||||
| REGENT | 1.0 | X | |||||||
| CHARLES L BRANCH | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| DALE BROWN | |||||||||
| REGENT | 1.0 | X | |||||||
| JANICE R BROWN | |||||||||
| REGENT | 1.0 | X | |||||||
| JOSE A COLLAZO | |||||||||
| REGENT | 1.0 | 1.0 | X | ||||||
| JERRY S COX | |||||||||
| REGENT | 1.0 | X | |||||||
| WL FLETCHER III | |||||||||
| REGENT | 1.0 | X | |||||||
| TERRY M GILES | |||||||||
| REGENT | 1.0 | 3.0 | X | ||||||
| MICHELLE HEIPLER | |||||||||
| REGENT | 1.0 | X | |||||||
| GLEN A HOLDEN | |||||||||
| REGENT | 1.0 | X | |||||||
| GAIL E HOPKINS | |||||||||
| REGENT | 1.0 | X | |||||||
| PETER JOHNSON | |||||||||
| Regent | 1.0 | X | |||||||
| JOHN D KATCH | |||||||||
| REGENT | 1.0 | X | |||||||
| DENNIS LEWIS | |||||||||
| REGENT | 1.0 | X | |||||||
| KIMBERLY J LINDLEY | |||||||||
| REGENT | 1.0 | X | |||||||
| EFF W MARTIN | |||||||||
| REGENT | 1.0 | X | |||||||
| FAYE MCCLURE | |||||||||
| REGENT | 1.0 | X | |||||||
| MICHAEL T OKABAYASHI | |||||||||
| REGENT | 1.0 | X | |||||||
| DANNY PHILLIPS | |||||||||
| REGENT | 1.0 | X | |||||||
| TIMOTHY C PHILLIPS | |||||||||
| REGENT | 1.0 | X | |||||||
| JOHN PLUEGER | |||||||||
| REGENT | 1.0 | X | |||||||
| JAMES R PORTER | |||||||||
| VICE CHAIRMAN | 1.0 | 2.0 | X | ||||||
| RUSSELL L RAY JR | |||||||||
| REGENT | 1.0 | 3.0 | X | ||||||
| SUSAN F RICE | |||||||||
| SECRETARY | 1.0 | X | |||||||
| CAROL RICHARDS | |||||||||
| REGENT | 1.0 | X | |||||||
| FREDERICK L RICKER | |||||||||
| REGENT | 1.0 | X | |||||||
| B JOSEPH ROKUS | |||||||||
| REGENT | 1.0 | X | |||||||
| BUI SIMON | |||||||||
| REGENT | 1.0 | X | |||||||
| HAROLD SMETHILLS | |||||||||
| REGENT | 1.0 | X | |||||||
| ROSA MERCADO SPIVEY | |||||||||
| REGENT | 1.0 | X | |||||||
| WILLIAM W STEVENS | |||||||||
| REGENT | 1.0 | X | |||||||
| STEPHEN M STEWART | |||||||||
| REGENT | 1.0 | X | |||||||
| AUGUSTUS TAGLIAFERRI | |||||||||
| REGENT | 1.0 | X | |||||||
| MARTA TOOMA | |||||||||
| REGENT | 1.0 | X | |||||||
| THOMAS TRIMBLE | |||||||||
| REGENT | 1.0 | X | |||||||
| ROBERT L WALKER | |||||||||
| REGENT | 1.0 | X | |||||||
| MARYLYN M WARREN | |||||||||
| REGENT | 1.0 | X | |||||||
| GARY HANSON | |||||||||
| EXECUTIVE VICE PRESIDENT/COO | 40.0 | X | 347853 | 151248 | |||||
| SAMUEL HINKLE | |||||||||
| VICE PRESIDENT, ADVANCEMENT | 40.0 | 1.0 | X | 171516 | 175843 | ||||
| PAUL B LASITER | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 3.0 | X | 149029 | 194846 | ||||
| CHARLES PIPPIN | |||||||||
| SRVP INV/CHIEF INV OFFICER | 40.0 | 3.0 | X | 391570 | 131605 | ||||
| DARRYL TIPPENS | |||||||||
| PROVOST | 40.0 | X | 215049 | 166621 | |||||
| MARC GOODMAN | |||||||||
| GENERAL COUNSEL | 40.0 | 192070 | 33411 | X | |||||
| LEE KATS | |||||||||
| VICE PROVOST | 40.0 | 202352 | 35299 | X | |||||
| VELIOS KODOMICHALOS | |||||||||
| DIRECTOR OF INVESTMENTS | 40.0 | 228302 | 47009 | X | |||||
| LINDA LIVINGSTONE | |||||||||
| DEAN-GSBM | 40.0 | 281583 | 41324 | X | |||||
| RICK MARRS | |||||||||
| DEAN - SEAVER | 40.0 | 158681 | 104791 | X | |||||
| ALEXANDER PANG | |||||||||
| ASSOCIATE PRESIDENT | 40.0 | 165301 | 29253 | X | |||||
| PHIL PHILLIPS | |||||||||
| CHIEF ADMIN OFFICER | 40.0 | 169679 | 107361 | X | |||||
| EDNA POWELL | |||||||||
| CHIEF BUSINESS OFFICER | 40.0 | 189231 | 40759 | X | |||||
| MARK ROOSA | |||||||||
| DEAN - LIBRARIANS | 40.0 | 171070 | 30111 | X | |||||
| JONATHAN SEE | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 182375 | 27767 | X | |||||
| DEANELL TACHA | |||||||||
| DEAN, SCHOOL OF LAW | 40.0 | 344830 | 13148 | X | |||||
| JAMES WILBURN | |||||||||
| DEAN SCHOOL OF PUBLIC POLICY | 40.0 | 214174 | 52501 | X | |||||
| OTIS BASKIN | |||||||||
| PROFESSOR, GSBM | 40.0 | 397979 | 70055 | X | |||||
| MARK MALLINGER | |||||||||
| PROFESSOR, GSBM | 40.0 | 434733 | 16349 | X | |||||
| LAMAR WILSON | |||||||||
| HEAD COACH, MEN'S BASKETBALL | 40.0 | 298836 | 59491 | X | |||||
| EDWARD LARSON | |||||||||
| DARLING PROFESSOR | 40.0 | 311024 | 42752 | X | |||||
| GRANT NELSON | |||||||||
| WILLIAM H. REHNQUIST PROFESSOR | 40.0 | 255140 | 41790 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5944257 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1827420 | TotalOtherCompensation |
| Number Individuals GT100 K | 272 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO AMERICA LLC | |||||
| CAMPUS MAIL-TCC RM 110 | MALIBU | CA | 90263 | CATERING | 6713126 |
| PALISADES MEDIA GROUP INC | |||||
| 1620 26TH STREET | SANTA MONICA | CA | 90404 | ADVERTISING | 2372837 |
| LATHAM WATKINS LLP | |||||
| PO BOX 894256 | LOS ANGELES | CA | 90189 | CONSULTING | 1903672 |
| RAMELLI JANITORIAL SVC | |||||
| PO BOX 51193 | NEW ORLEANS | LA | 70151 | JANITORIAL | 1374233 |
| ENVIRONMENTAL CONTRACTING CORP | |||||
| 800 E 1ST ST | LOS ANGELES | CA | 90012 | CONSTRUCTION | 905295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 39 | NumberOfContractorsGT100K |
| Fundraising Events | 418385 | FundraisingEvents |
| Related Organizations | 1173421 | RelatedOrganizations |
| Government Grants | 3546263 | GovernmentGrants |
| All Other Contributions | 20249282 | AllOtherContributions |
| Noncash Contributions | 6332476 | NoncashContributions |
| Total Contributions | 25387351 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Student Tuition and Fees | 611710 | 280530701 | 280530701 | |
| Room and Board | 611710 | 34674620 | 34674620 | |
| Sales and Services | 7032210 | 4171483 | 2860727 | |
| Education and General | 611710 | 7956881 | 7956881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 330194412 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15400970 | TotalRevenueColumn |
| Unrelated Business Revenue | 665095 | UnrelatedBusinessRevenue |
| Exclusion | $14,735,875 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73724280 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36176413 | Securities |
| Other | 69590 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37547867 | Securities |
| Other | -69590 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37478277 | TotalRevenueColumn |
| Exclusion | $37,478,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 756533 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 418385 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 868916 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -112383 | TotalRevenueColumn |
| Exclusion | -$112,383 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 408348627 | TotalRevenueColumn |
| Related Or Exempt Function Income | 327333685 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3525822 | UnrelatedBusinessRevenue |
| Exclusion | $52,101,769 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88797079 | Total |
| Program Services | 88797079 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6268118 | Total |
| Program Services | 2057887 | ProgramServices |
| Management And General | 3667119 | ManagementAndGeneral |
| Fundraising | 543112 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1207665 | Total |
| Program Services | 577333 | ProgramServices |
| Management And General | 630332 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119271174 | Total |
| Program Services | 88344848 | ProgramServices |
| Management And General | 26966514 | ManagementAndGeneral |
| Fundraising | 3959812 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8972115 | Total |
| Program Services | 5940881 | ProgramServices |
| Management And General | 2676720 | ManagementAndGeneral |
| Fundraising | 354514 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21856164 | Total |
| Program Services | 16300937 | ProgramServices |
| Management And General | 4686850 | ManagementAndGeneral |
| Fundraising | 868377 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9149217 | Total |
| Program Services | 5914594 | ProgramServices |
| Management And General | 2919077 | ManagementAndGeneral |
| Fundraising | 315546 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783174 | Total |
| Management And General | 783174 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1462976 | Total |
| Program Services | 260015 | ProgramServices |
| Management And General | 1202961 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564447 | Total |
| Program Services | 3308 | ProgramServices |
| Management And General | 561139 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51626 | Total |
| Management And General | 51626 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207365 | Total |
| Fundraising | 207365 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4294803 | Total |
| Management And General | 4294803 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10027740 | Total |
| Program Services | 6156467 | ProgramServices |
| Management And General | 3712345 | ManagementAndGeneral |
| Fundraising | 158928 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4938138 | Total |
| Program Services | 4011640 | ProgramServices |
| Management And General | 765700 | ManagementAndGeneral |
| Fundraising | 160798 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7548617 | Total |
| Program Services | 4006315 | ProgramServices |
| Management And General | 3459351 | ManagementAndGeneral |
| Fundraising | 82951 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21046699 | Total |
| Program Services | 10898728 | ProgramServices |
| Management And General | 10139172 | ManagementAndGeneral |
| Fundraising | 8799 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9137043 | Total |
| Program Services | 5994894 | ProgramServices |
| Management And General | 3023995 | ManagementAndGeneral |
| Fundraising | 118154 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3224454 | Total |
| Program Services | 2260573 | ProgramServices |
| Management And General | 931370 | ManagementAndGeneral |
| Fundraising | 32511 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10803647 | Total |
| Program Services | 8837383 | ProgramServices |
| Management And General | 1923049 | ManagementAndGeneral |
| Fundraising | 43215 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20241312 | Total |
| Program Services | 16557235 | ProgramServices |
| Management And General | 3603113 | ManagementAndGeneral |
| Fundraising | 80964 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4043117 | Total |
| Program Services | 23959 | ProgramServices |
| Management And General | 4019158 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSTRUCTION & EQUIPMENT | 8879247 | 4705753 | 4173183 | 311 |
| OTHER EXPENSES | 3469135 | 2511838 | 932759 | 24538 |
| PRINTING & PUBLICATIONS | 1474541 | 846076 | 597184 | 31281 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367719613 | Total |
| Program Services | 275007743 | ProgramServices |
| Management And General | 85720694 | ManagementAndGeneral |
| Fundraising | 6991176 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63536621 | BOY |
| EOY | 60814529 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28904711 | BOY |
| EOY | 30596837 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5232132 | BOY |
| EOY | 5535513 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408518 | BOY |
| EOY | 307851 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23812474 | BOY |
| EOY | 22749216 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4902961 | BOY |
| EOY | 5511922 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 550640434 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 188621443 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340764012 | BOY |
| EOY | 362018991 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260747004 | BOY |
| EOY | 260896000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333875097 | BOY |
| EOY | 387683675 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273737197 | BOY |
| EOY | 285387787 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1335920727 | BOY |
| EOY | 1421502321 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24719076 | BOY |
| EOY | 38342982 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9937303 | BOY |
| EOY | 9965837 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189530577 | BOY |
| EOY | 188846047 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40754212 | BOY |
| EOY | 40215438 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49891018 | BOY |
| EOY | 49904081 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16845749 | BOY |
| EOY | 17261210 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331677935 | BOY |
| EOY | 344535595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595418296 | BOY |
| EOY | 630777127 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103043413 | BOY |
| EOY | 118604660 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305781083 | BOY |
| EOY | 327584939 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004242792 | BOY |
| EOY | 1076966726 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1335920727 | BOY |
| EOY | 1421502321 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 40629014 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -5190357 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 37285277 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $51,626 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 51626 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Expenditures | Identifier |
| Return Reference | Part II-B, Line 1 | ReturnReference |
| Explanation | THE ORGANIZATION PAID MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. PART II-B, LINE 1I THE ORGANIZATION HIRED A LOBBYING FIRM TO PURSUE HIGHER EDUCATION INITIATIVES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 15949 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1116521 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 1628514 | RevenuesIncluded |
| Assets In Part X | 4527345 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 607953000 | BeginningOfYearBalance |
| Contributions | 3354000 | Contributions |
| Investment Earnings Or Losses | 132447000 | InvestmentEarningsOrLosses |
| Other Expenditures | 28094000 | OtherExpenditures |
| End Of Year Balance | 715660000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 622580000 | BeginningOfYearBalance |
| Contributions | 10344000 | Contributions |
| Investment Earnings Or Losses | 7866000 | InvestmentEarningsOrLosses |
| Other Expenditures | 32837000 | OtherExpenditures |
| End Of Year Balance | 607953000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 564591000 | BeginningOfYearBalance |
| Contributions | 11222000 | Contributions |
| Investment Earnings Or Losses | 79921000 | InvestmentEarningsOrLosses |
| Other Expenditures | 33154000 | OtherExpenditures |
| End Of Year Balance | 622580000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 528735000 | BeginningOfYearBalance |
| Contributions | 7913000 | Contributions |
| Investment Earnings Or Losses | 58356000 | InvestmentEarningsOrLosses |
| Other Expenditures | 30413000 | OtherExpenditures |
| End Of Year Balance | 564591000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 673531000 | BeginningOfYearBalance |
| Contributions | 3903000 | Contributions |
| Investment Earnings Or Losses | -116941000 | InvestmentEarningsOrLosses |
| Other Expenditures | 31758000 | OtherExpenditures |
| End Of Year Balance | 528735000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.51550 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41150 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28596441 | OtherCostOrOtherBasis |
| Book Value | 28596441 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 447186912 | OtherCostOrOtherBasis |
| Depreciation | 151324508 | Depreciation |
| Book Value | 295862404 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 61788261 | OtherCostOrOtherBasis |
| Depreciation | 37296935 | Depreciation |
| Book Value | 24491326 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13068820 | OtherCostOrOtherBasis |
| Book Value | 13068820 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 362018991 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 384857667 | F |
| LIMITED PARTNERSHIPS | 1932067 | F |
| CASH & CASH EQUIVALENT | 723119 | F |
| OTHER | 170822 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 387683675 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD AS TRUSTEE | 212042879 |
| INVESTMENTS IN SUBSIDIARIES | 50664655 |
| INVESTMENTS - REAL ESTATE | 13700524 |
| INVESTMENTS - NOTES RECEIVABLE | 6010117 |
| HELD UNDER AGENCY AGREEMENTS | 1921883 |
| OTHER INVESTMENTS | 1047729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 285387787 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE UNDER AGENCY AGREEMENTS | $1,921,883 |
| US GOVERNMENT FUNDED STUDENT L | $15,339,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17261210 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART III, LINE 4 | Identifier |
| Return Reference | PEPPERDINE UNIVERSITY MAINTAINS SPECIAL COLLECTIONS AND ARCHIVES. THE | ReturnReference |
| Explanation | COLLECTIONS CONSIST OF ITEMS ACQUIRED BY THE UNIVERSITY'S LIBRARY THAT REQUIRE SPECIAL HANDLING DUE TO THEIR RARITY, VALUE, AND/OR PHYSICAL CONDITION. THE UNIVERSITY ALSO MAINTAINS AN ARCHIVAL COLLECTION OF OFFICIAL DOCUMENTS, PAPERS, PUBLICATIONS, AND ARTIFACTS OF PEPPERDINE AND PERSONS CONNECTED WITH THE UNIVERSITY. THESE COLLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH AND PUBLIC EXHIBITION PURPOSES. SCHEDULE D, PART IV, LINE 2B THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE UNIVERSITY'S ENDOWMENT FUND IS TO GENERATE THE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSES, INCLUDING EDUCATION, RESEARCH AND SCHOLARSHIPS. SCHEDULE D, PART X PEPPERDINE UNIVERSITY DOES NOT HAVE A FIN 48 FOOTNOTE REPORTED IN ITS FINANCIAL STATEMENTS. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE E, LINE 3 | Identifier |
| Return Reference | A DESCRIPTION OF THE UNIVERSITY NON-DISCRIMINATORY POLICY IS PUBLISHED IN | ReturnReference |
| Explanation | THE UNIVERSITY'S ACADEMIC CATALOGS AND JOB POSTINGS ON THE HUMAN RESOURCES WEBSITE. SCHEDULE E, LINE 6a THE UNIVERSITY PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: PELLGRANT SEOG GRANT AC GRANT SMART GRANT BYRD HONOR SCHOLARSHIP LOANS - SUBSIDIZED AND UNSUBSIDIZED PLUS LOANS FEDERAL WORK STUDY | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 7 | 50 | Program Services | EDUCATIONAL PROGRAMS | 7784064 |
| East Asia and the Pacific | 3 | 4 | Program Services | EDUCATIONAL PROGRAMS | 1730467 |
| South America | 1 | 20 | Program Services | EDUCATIONAL PROGRAMS | 1329900 |
| East Asia and the Pacific | Investments | 92185346 | |||
| Sub-Saharan Africa | Investments | 5961082 | |||
| South America | Investments | 17782204 | |||
| Europe (Including Iceland and Greenland) | Investments | 104218632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 11 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 74 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 11 | TotalNumberOfOffices |
| Total Number Of Employees | 74 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 230991695 | SubtotalAmountSpent |
| Total Amount Spent | 230991695 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I, Column (F) | Identifier |
| Return Reference | expenses identified in column (f) are the expenses incurred in the region | ReturnReference |
| Explanation | per the organization's general ledger. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RUFFALOCODY | NameOfIndividual |
| Activity | PROGRAM FUNDRAISING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 221953 | GrossReceipts |
| Amount Retained By Contractor | 207365 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 221953 | TotalGrossReceipts |
| Total Retained By Contractors | 207365 | TotalRetainedByContractors |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 436006 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 146834 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 289172 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 84632 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 60384 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 486993 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 188826 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 298167 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 318466 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 54677 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 251919 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 82725 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 169194 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 169787 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 180970 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1174918 | GrossReceiptsTotal |
| Charitable Contributions Total | 418385 | CharitableContributionsTotal |
| Gross Revenue Total Events | 756533 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 572885 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 296031 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 868916 | DirectExpenseSummaryEvents |
| Net Income Summary | -112383 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID PAID | TypeOfGrant |
| Number Of Recipients | 6165 | NumberOfRecipients |
| Amount Of Cash Grant | 88797079 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Return Reference | PEPPERDINE UNIVERSITY AWARDS FINANCIAL ASSISTANCE TO ITS STUDENTS ON THE | ReturnReference |
| Explanation | BASIS OF VERIFIED FINANCIAL NEED OR MERIT AND DOES NOT UNLAWFULLY DISCRIYINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, SEX, DISABILITY OR PRIOR MILITARY SERVICE. FINANCIAL ASSISTANCE IS MONITORED SO THAT IT IS IN COMPLAINCE WITH AWARDING TERMS AND CONDITIONS. EXPENDITURES ARE REVIEWED FOR ALLOWABILITY AND COMPLIANCE. STUDENTS ARE REQUIRED TO SUBMIT APPROPRIATE DOCUMENTS PRIOR TO APPROVAL. PART III CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|---|
| ANDREW K BENTON | |||||||
| PRESIDENT AND CEO | 396324 | 75556 | 122021 | 92065 | 685966 | 62358 | |
| MARC GOODMAN | |||||||
| GENERAL COUNSEL | 191473 | 597 | 19365 | 14046 | 225481 | ||
| GARY HANSON | |||||||
| EXECUTIVE VICE PRESIDENT/COO | 298466 | 49387 | 79039 | 72209 | 499101 | 29455 | |
| SAMUEL HINKLE | |||||||
| VICE PRESIDENT, ADVANCEMENT | 130139 | 31377 | 78906 | 96937 | 347359 | 15621 | 10000 |
| LEE KATS | |||||||
| VICE PROVOST | 201383 | 969 | 20334 | 14965 | 237651 | ||
| VELIOS KODOMICHALOS | |||||||
| DIRECTOR OF INVESTMENTS | 218601 | 701 | 22236 | 24773 | 275311 | 9000 | |
| PAUL B LASITER | |||||||
| CHIEF FINANCIAL OFFICER | 137686 | 11343 | 86025 | 108821 | 343875 | ||
| LINDA LIVINGSTONE | |||||||
| DEAN-GSBM | 270206 | 1377 | 12500 | 28824 | 322907 | 10000 | |
| RICK MARRS | |||||||
| DEAN - SEAVER | 145414 | 13267 | 50221 | 54570 | 263472 | ||
| ALEXANDER PANG | |||||||
| ASSOCIATE PRESIDENT | 163109 | 2192 | 16472 | 12781 | 194554 | ||
| PHIL PHILLIPS | |||||||
| CHIEF ADMIN OFFICER | 158770 | 10909 | 33451 | 73910 | 277040 | ||
| CHARLES PIPPIN | |||||||
| SRVP INV/CHIEF INV OFFICER | 285511 | 56059 | 101857 | 29748 | 523175 | 36792 | 50000 |
| EDNA POWELL | |||||||
| CHIEF BUSINESS OFFICER | 187484 | 1747 | 19096 | 21663 | 229990 | ||
| MARK ROOSA | |||||||
| DEAN - LIBRARIANS | 169568 | 1502 | 8640 | 21471 | 201181 | ||
| JONATHAN SEE | |||||||
| CHIEF INFORMATION OFFICER | 181819 | 556 | 17780 | 9987 | 210142 | ||
| DEANELL TACHA | |||||||
| DEAN, SCHOOL OF LAW | 335499 | 9331 | 9900 | 3248 | 357978 | ||
| DARRYL TIPPENS | |||||||
| PROVOST | 192129 | 22920 | 64256 | 102365 | 381670 | ||
| JAMES WILBURN | |||||||
| DEAN SCHOOL OF PUBLIC POLICY | 208464 | 5710 | 21896 | 30605 | 266675 | ||
| OTIS BASKIN | |||||||
| PROFESSOR, GSBM | 39693 | 358286 | 27417 | 42638 | 468034 | ||
| MARK MALLINGER | |||||||
| PROFESSOR, GSBM | 94842 | 339891 | 9674 | 6675 | 451082 | ||
| LAMAR WILSON | |||||||
| HEAD COACH, MEN'S BASKETBALL | 264838 | 33998 | 25000 | 34491 | 358327 | ||
| EDWARD LARSON | |||||||
| DARLING PROFESSOR | 261437 | 49587 | 25000 | 17752 | 353776 | ||
| GRANT NELSON | |||||||
| WILLIAM H. REHNQUIST PROFESSOR | 245994 | 9146 | 25000 | 16790 | 296930 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINES 1A AND 2 | Identifier |
| Return Reference | FIRST CLASS TRAVEL: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, | ReturnReference |
| Explanation | FIRST CLASS TRAVEL IS PERMITTED TO CERTAIN OFFICERS AND KEY EMPLOYEES FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. ONE OFFICER LISTED IN FORM 990, PART VII FLEW FIRST CLASS DURING CALENDAR YEAR 2012. TRAVEL FOR COMPANIONS: PURSUANT TO A WRITTEN POLICY, CERTAIN OFFICERS' AND KEY EMPLOYEES' SPOUSES ARE PERMITED TO TRAVEL ON OCCASION WHEN NECESSARY FOR BUSINESS PURPOSE. TRAVEL FOR BUSINESS PURPOSE IS NOT INCLUDED IN TAXABLE WAGES. TWO OFFICERS LISTED IN FORM 990, PART VII WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2012. GROSS UP PAYMENT: PURSUANT TO CALIFORNIA CIVIL CODE, PEPPERDINE UNIVERSITY PROVIDES GROSS UP TO EMPLOYEES THAT PROVIDE LATE SUBSTANTIATION OF EXPENSES UNDER ACCOUNTABLE PLAN RULES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. AS PART OF THE MINISTERIAL HOUSING PROGRAM, PEPPERDINE PROVIDED ADDITIONAL COMPENSATION TO PARTICIPANTS FOR WAGE WITHHOLDING IN AN AMOUNT EQUAL TO THE EMPLOYERS' SHARE OF THE PARTICIPANTS' SELF-EMPLOYMENT TAX. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH GROSS-UP PAYMENTS DURING CALENDAR YEAR 2012 INCLUDE 4 OFFICERS, 2 KEY EMPLOYEES, AND 1 HIGHEST COMPENSATED EMPLOYEE. HOUSING: INCLUDED IN NONTAXABLE BENEFITS OF EMPLOYEES WHO ARE MINISTERS IS THE VALUE OF HOUSING ALLOWANCE PROVIDED BY PEPPERDINE UNIVERSITY TO MINISTERS. THE PROVISION OF MINISTERIAL HOUSING IS SUBJECT TO EXECUTIVE APPROVAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MINISTERIAL HOUSING DURING CALENDAR YEAR 2012 INCLUDE 4 OFFICERS, 2 KEY EMPLOYEES, AND 1 HIGHEST COMPENSATED EMPLOYEE. HOUSING IS PROVIDED FOR THREE OFFICERS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND IS NOT INCLUDED IN TAXABLE WAGES. SOCIAL CLUBS: TWO OF THE LISTED INDIVIDUALS RECIEVED REIMBURSEMENTS FOR EXPENDITURES ASSOCIATED WITH SOCIAL CLUB MEMBERSHIPS. ALL EXPENDITURES ARE FOR BUSINESS PURPOSES AND APPROVED PURSUANT TO UNIVERSITY'S REIMBURSEMENT POLICIES. PERSONAL SERVICE: ONE OFFICER IS PROVIDED CERTAIN HOUSE CLEANING SERVICES IN CONNNECTION WITH HIS OCCUPANCY OF ON-CAMPUS HOUSING. THE PROVISION OF SUCH SERVICES IS NOT INCLUDED AS TAXABLE WAGES. SCHEDULE J, PART I, LINE 4A In connection with the terms of his separation from the University, Mark Malinger was paid $323,284 during calendar year 2012, which represents tenure buyout at two times contracted annual salary. In connection with the terms of his separation from the University, Otis Baskin was paid $340,868 during calendar year 2012, which represents tenure buyout at two times contracted annual salary. SCHEDULE J, PART I, LINE 4B PEPPERDINE UNIVERSITY HAS AN INCENTIVE COMPENSATION PLAN FOR CERTAIN KEY EXECUTIVES. UNDER THE PLAN, UPON ACHIEVEMENT OF CERTAIN EXPECTATIONS AND GOALS AND AT THE DISCRETION OF THE BOARD OF DIRECTORS THE PARTICIPANT WILL RECEIVE A UNIVERSITY CONTRIBUTION TO THE PLAN FOR THAT PLAN YEAR. UNIVERSITY CONTRIBUTIONS TO THE PLAN BECOME GRADUALLY VESTED BEGINNING WITH THE LAST DAY OF THE 3RD PLAN YEAR FOLLOWING THE CONTRIBUTION AND VEST 100% AT THE COMPLETION OF THE 7TH PLAN YEAR FOLLOWING THE AWARD. THE FOLLOWING AMOUNTS WERE AWARDED IN CALENDAR YEAR 2012: ANDREW K. BENTON - $97,021 GARY HANSON - $54,039 CHARLES PIPPEN - $54,357 SAMUEL HINKLE - $38,784 PAUL B. LASITER - $40,069 THE FOLLOWING AMOUNTS WERE VESTED AND INCLUDED IN THE EMPLOYEE'S COMPENSATION IN 2012: ANDREW K. BENTON - $62,358 GARY HANSON - $29,455 CHARLES PIPPIN - $36,792 SAMUEL HINKLE - $15,621 UNDER A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN, SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS, PRESIDENT BENTON IS ENTITLED TO RECEIVE COMPENSATION OF APPROXIMATELY ONE YEAR'S SALARY AS THE RESULT OF THE COMPLETION OF FOUR YEARS OF SERVICE IN HIS EMPLOYMENT AS PRESIDENT OF PEPPERDINE IN 2015. SCHEDULE J, PART I, LINE 7 SEE RESPONSE FOR SCHEDULE J, PART I, LINE 4B. IN ADDITION, BONUSES MAY BE AWARDED UPON THE ACHIEVEMENT OF CERTAIN GOALS. SCHEDULE J, PART II, COLUMN (F) CERTAIN AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), WERE PREVIOUSLY REPORTED ON PRIOR YEAR'S FORM 990, AS AMOUNTS AWARDED UNDER THE INCENTIVE COMPENSATION PLAN DISCLOSED IN RESPONSE TO SCHEDULE J, PART I, LINE 4B. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CEFA SERIES 2005 A&B | ||||||||
| A | 521705592 | 1301757M8 | 2005-08-03 | 115673727 | REFUND 1996, 1999, 2000, AND 2002 | false | false | false |
| california infrastructure bank series 2010 | ||||||||
| B | 630304653 | 13033W4L4 | 2010-04-28 | 16347846 | REFUND 1999 SERIES A | false | false | false |
| CEFA SERIES 2012 | ||||||||
| C | 521705592 | 130178P83 | 2012-06-05 | 58548544 | REFUND 2003A, CONSTR, EQUIP FACIL | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 115673727 | 0 | 0 | 0 | 1058759 | 1236320 | 0 | 676451 | 112702197 | 0 | true | true | true | true | |
| B | 0 | 0 | 16347846 | 0 | 0 | 0 | 319146 | 0 | 0 | 0 | 16028700 | 0 | true | false | true | true | |
| C | 0 | 0 | 58548544 | 0 | 0 | 0 | 618936 | 0 | 0 | 11812381 | 46117227 | 0 | true | false | true | true | 2013 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | true |
| B | 0 | ||||||||
| C | false | false | false | false | 0 | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | true | false | false | false | 0 | false | false |
| 0 | ||||||||||
| B | false | false | true | false | false | false | false | 0 | false | false |
| 0 | ||||||||||
| C | false | true | false | false | false | false | false | 0 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | part iv, line 2c, column a | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | date the rebate computation was performed: AUGUST 2012 | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK ROOSA | NamePerson |
| Relationship With Organization | KEY EE | RelationshipWithOrganization |
| Purpose Of Loan | MORT | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $200,000 | OriginalPrincipalAmount |
| Balance Due | 200000 | BalanceDue |
| Default | false | Default |
| Approved By Board | false | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 200000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| STEPHEN LUKE BOST | |||
| SON OF REGENT | 65914 | UNIVERSITY EMPLOYEE | false |
| CHRISTINE GOODMAN | |||
| WIFE OF KEY EMPLOYEE | 183367 | UNIVERSITY EMPLOYEE | false |
| ALEXANDRA MARMION-roosa | |||
| WIFE OF KEY EMPLOYEE | 119510 | UNIVERSITY EMPLOYEE | false |
| NICOLE MARRS | |||
| DGHTR-IN-LAW OF KEY EMPLY | 70389 | UNIVERSITY EMPLOYEE | false |
| LILY PANG | |||
| WIFE OF KEY EMPLOYEE | 101156 | UNIVERSITY EMPLOYEE | false |
| SEAN MIKE PHILLIPS | |||
| NEPHEW OF KEY EMPLOYEE | 87960 | UNIVERSITY EMPLOYEE | false |
| SHANNON PHILLIPS | |||
| SISTER-IN-LAW OF KEY EMPL | 141550 | UNIVERSITY EMPLOYEE | false |
| RONALD PHILLIPS | |||
| FATHER OF KEY EMPLOYEE | 265152 | UNIVERSITY EMPLOYEE | false |
| LANDON PHILLIPS | |||
| SON OF REGENT | 55260 | UNIVERSITY EMPLOYEE | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1628514 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 38782 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3267 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes |
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2025043 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HI/LO AVG | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2092924 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8002 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 486000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GIFTS IN KIND | Description |
| Number Of Contributions | 229 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49941 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, COLUMN (B) | Identifier |
| Return Reference | THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING | ReturnReference |
| Explanation | THE YEAR. SCHEDULE M, PART I, LINE 32A PEPPERDINE UNIVERSITY USES THIRD PARTIES TO SELL NONCASH CONTRIBUTIONS OF DOMESTIC AND FOREIGN SECURITIES, PHYSICAL CERTIFICATES, AND RESTRICTED CERTIFICATES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | PEPPERDINE UNIVERSITY IS AN INDEPENDENT, PRIVATE CHRISTIAN UNIVERSITY | COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF SERVICE, PURPOSE, AND LEADERSHIP. THE UNIVERSITY ENROLLS APPROXIMATELY 7,500 STUDENTS IN ITS FIVE COLLEGES AND SCHOOLS. SEAVER COLLEGE, THE UNIVERSITY'S UNDERGRADUATE LIBERAL ARTS COLLEGE, THE SCHOOL OF LAW, AND THE SCHOOL OF PUBLIC POLICY ARE HEADQUARTERED ON 830 ACRES IN THE SANTA MONICA MOUNTAINS OVERLOOKING THE PACIFIC OCEAN AT MALIBU, CALIFORNIA. THE GRADUATE SCHOOL OF EDUCATION AND PSYCHOLOGY AND THE GEORGE L. GRAZIADIO SCHOOL OF BUSINESS AND MANAGEMENT ARE HEADQUARTERED AT PEPPERDINE UNIVERSITY'S FACILITY IN WEST LOS ANGELES. FORM 990, PART I, LINE 5 AND PART V, LINE 2A NUMBER OF EMPLOYEES INCLUDES STUDENT WORKERS. FORM 990, PART I, LINE 6 THERE ARE A NUMBER OF STUDENTS AND ALUMNI THAT VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY. |
| FORM 990, PART III, LINE 4D | PUBLIC SERVICE | EXPENSES $1,154,947 REVENUE $19,502,739 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF REGENTS OF PEPPERDINE UNIVERSITY HAS AN EXECUTIVE COMMITTEE WHICH MAY ACT FOR AND IN PLACE OF THE BOARD OF REGENTS BETWEEN REGULAR BOARD MEETINGS AND DURING ANY RECESS. ONLY REGENTS CAN BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE POWER TO TRANSACT BUSINESS ON BEHALF OF THE BOARD IN BETWEEN MEETINGS OF THE BOARD OF REGENTS SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD OF REGENTS, THE BYLAWS, OR APPLICABLE LAW. FORM 990, PART VI, SECTION B, LINE 11A INFORMATION IS SUPPLIED BY THE UNIVERSITY TO THE PAID PREPARER TO PREPARE THE RETURN. A DRAFT VERSION OF THE FORM 990 IS PROVIDED TO THE SENIOR MANAGEMENT AND THE AUDIT COMMITTEE FOR REVIEW. CHANGES/COMMENTS ARE SUBMITTED TO MANAGEMENT AND ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE TAX RETURN BY THE UNIVERSITY'S INDEPENDENT AUDITORS/TAX CONSULTANTS. A FULL COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, REGENT, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER HAS WITH PEPPERDINE UNIVESITY. THESE DISCLOSURES ARE REVIEWED BY THE BOARD OF REGENTS AND GENERAL COUNSEL. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. IF A CONFLICT IS FOUND FOR A REGENT, THE REGENT IS ASKED TO RECUSE HIMSELF OR HERSELF FROM THE MATTER. RESOLUTION OF CONFLICTS FOR OFFICERS AND OTHER EMPLOYEES ARE OVERSEEN BY GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 14 INDIVIDUAL DEPARTMENTS MAY HAVE A DOCUMENT RETENTION AND DESTRUCTION POLICY THAT IS APPLICABLE TO THE NATURE OF THE INFORMATION THAT THEY COLLECT. THERE IS A UNIVERSITY-WIDE DOCUMENT RETENTION AND DESTRUCTION POLICY BUT IT IS NOT APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 PEPPERDINE UNIVERSITY'S BOARD OF REGENTS REVIEWS THE COMPENSATION OF THE UNIVERSITY'S OFFICERS AND CERTAIN KEY EMPLOYEES, DEPENDING ON THEIR ROLES. THE BOARD OF REGENTS CONSIDERS MARKET DATA AND ANALYSIS ASSEMBLED BY INDEPENDENT COMPENSATION CONSULTANTS. THE DELIBERATIONS ARE REFLECTED IN A TRANSACTION REPORT WHICH SUMMARIZES THE DECISIONS MADE BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE UNIVERSITY'S FORM 990 IS AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE VIA THE UNIVERSITY'S WEBSITE. THE UNIVERSITY DOES NOT MAKE ITS CONFLICT OF INTEREST POLICIES AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A CERTAIN REGENTS AND OFFICERS LISTED IN PART VII, SECTION A ALSO SERVE ON THE BOARDS OF WAVE SERVICES, INC., WAVE ENTERPRISES, INC., AND WAVE PROPERTY, INC. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES | ENDOWMENT SUPPORT: $33,220,055 ACTUARIAL LIABILITY: $ 260,332 CHANGE IN NET ASSETS OF SUBSIDIARIES: $ 1,462,590 MARK TO MARKET ADJ ON ASSETS HELD IN TRUST: $ 2,342,300 -------------- TOTAL: $37,285,277 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WAVE SERVICES INC | |||||||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 954315778 | SUPPORT PU | CA | 501(C)(3) | 11A | Pepperdine | true | |||||
| WAVE ENTERPRISES INC | |||||||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 954274572 | SUPPORT PU | CA | 501(C)(3) | 11A | Pepperdine | true | |||||
| WAVE PROPERTY INC | |||||||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 954297104 | SUPPORT PU | CA | 501(C)(3) | 11A | Pepperdine | true | |||||
| PEPPERDINE UNIVERSITY(USA) IN LONDON UK | |||||||||||||||
| EDUCATION | PEPPERDINE | true | 56 princess gate | london | UK | sw7 2pg | UK | ||||||||
| PEPPERDINE ARGENTINA SRL | |||||||||||||||
| EDUCATION | PEPPERDINE | true | 11 de septiembre 955 1426 cap | fed BUENOS AIRES | AR | AR | |||||||||
| PEPPERDINE UNIVERSITY LAUSANNE (SWITZ) | |||||||||||||||
| education | PEPPERDINE | true | la croisee av marc-dufour 15 | lausanne | SZ | SZ | |||||||||
| CINDERELLA IMMOBILIARE SRL | |||||||||||||||
| education | PEPPERDINE | true | viale milton 41 | florence | IT | 50129 | IT | ||||||||
| WEST COAST CONFERENCE | |||||||||||||||
| 1111 BAYHILL DRIVE 405 | SAN BRUNO | CA | 94066 | 237286818 | SUPPORT PU | CA | 501(C)(3) | 11C | NA | false | |||||
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDURIL HOLDING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 LOCKERMN ST | AddressLine1 |
| City | DOVER | City |
| State | DE | State |
| ZIP Code | 19904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010935824 | EIN |
| Primary Activity | INVESTMENTS | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPERDINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeType |
| Share Of Total Income | 13323 | ShareOfTotalIncome |
| Share Of EOY Assets | 977958 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0.99000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (3) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | INVESTING | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WAVES SERVICES INC | ||
| S | 173421 | FMV |
| WAVE ENTERPRISES INC | ||
| S | 1000000 | FMV |