UNIVERSITY OF SAN DIEGO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN DIEGO (EIN 95-2544535)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201431359349305203
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule 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) |
|---|---|---|
| Timestamp | 2014-05-15T12:21:49-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9665 GRANITE RIDGE DRIVE SUITE 600 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952544535 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN DIEGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 6192604600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY KALFAYAN | Name |
| Title | VP FOR FINANCE AND CFO | Title |
| Phone | 6192605998 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA J MAYER | Name |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | 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 | MARY E LYONS PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 688142407 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANDIEGO.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | POST SECONDARY EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5560 | TotalNbrEmployees |
| Total Nbr Volunteers | 1043 | TotalNbrVolunteers |
| Total Gross UBI | 719442 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -723467 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 43452120 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33537357 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 342331632 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 346331647 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12740966 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17279888 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11523550 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10474700 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 410048268 | TotalRevenuePriorYear |
| Total Revenue Current Year | 407623592 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 88538954 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 92554962 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 173576938 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 179882303 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7790289 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 92260129 | OtherExpensePriorYear |
| Other Expenses Current Year | 91379675 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 354376021 | TotalExpensesPriorYear |
| Total Expenses Current Year | 363816940 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 55672247 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 43806652 | RevenuesLessExpensesCY |
| Total Assets BOY | 1009539708 | TotalAssetsBOY |
| Total Assets EOY | 1080271002 | TotalAssetsEOY |
| Total Liabilities BOY | 291559473 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 271830418 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 717980235 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 808440584 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 298059707 | Expense |
| Grants | 92554962 | Grants |
| Revenue | 355882965 | Revenue |
| Description | THE UNIVERSITY OF SAN DIEGO IS ENGAGED IN POST-SECONDARY EDUCATION OF APPROXIMATELY 5,440 UNDERGRADUATE STUDENTS AND 1,270 GRADUATE AND PROFESSIONAL STUDENTS, AND 876 LAW STUDENTS; THIS PROGRAM INCLUDES ROOM & BOARD FOR THE STUDENT POPULATION. | Description |
| Total Program Service Expense | 298059707 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 806 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5560 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICE OF THE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6192602302 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| FRANK D ALESSIO | ||||||||
| VICE CHAIR AND TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| RICHARD M BARTELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CINDY BASSO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CONSTANCE M CARROLL PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD K DAVIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VERY REV MSGR RICHARD F DUNCANSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RON L FOWLER | ||||||||
| CHAIR AND TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| DANIEL C HERBERT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARGARITA PALAU HERNANDEZ ESQ | ||||||||
| SECRETARY AND TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| SISTER KATHLEEN HUGHES RSCJ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROGER AP JOSEPH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD R KNAUSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STANLEY W LEGRO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY E LYONS | ||||||||
| PRESIDENT & TRUSTEE | 1.00 | X | X | 544606 | 0 | 52088 | ||
| LUIS MAIZEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN H MALLORY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES V MAZZO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES B MCCARTHY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LIAM E MCGEE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN NAVARRA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SISTER CAROLYN OSIEK RSCJ THD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES C PETERS | ||||||||
| TREASURER AND TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| JAMES D POWERS IV | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VERY REV MSGR LAWRENCE M PURCELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN T REDMOND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BYRON C ROTH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID H SHAFFER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DARLENE MARCOS SHILEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HERBERT B TASKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN GREEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROYAL W CARSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JULIE H SULLIVAN | ||||||||
| EXECUTIVE VICE PRESIDENT AND PROVOST | 40.00 | X | 513690 | 0 | 34054 | |||
| TIMOTHY L O'MALLEY | ||||||||
| VICE PRESIDENT | 40.00 | X | 257355 | 0 | 44899 | |||
| REV MSGR D DILLABOUGH | ||||||||
| VICE PRESIDENT | 40.00 | X | 228014 | 0 | 46003 | |||
| CARMEN M VAZQUEZ | ||||||||
| VICE PRESIDENT | 40.00 | X | 264179 | 0 | 29128 | |||
| LEENDERT R HERING | ||||||||
| VICE PRESIDENT | 40.00 | X | 186730 | 0 | 5314 | |||
| STEVEN FERRUOLO | ||||||||
| DEAN, SCHOOL OF LAW | 40.00 | 322788 | 0 | 53776 | X | |||
| DAVID F PYKE | ||||||||
| DEAN, SCHOOL OF BUSINESS | 40.00 | 397039 | 0 | 46534 | X | |||
| SALLY B HARDIN | ||||||||
| DEAN, SCHOOL OF NUSING | 40.00 | 194609 | 0 | 45777 | X | |||
| PAULA A CORDEIRO | ||||||||
| DEAN, SOLES | 40.00 | 193178 | 0 | 39153 | X | |||
| MARY BOYD | ||||||||
| DEAN, ARTS & SCIENCES | 40.00 | 226511 | 0 | 46107 | X | |||
| JASON LEMON | ||||||||
| DEAN, CONTINUING EDUCATION | 40.00 | 175066 | 0 | 28459 | X | |||
| WILLIAM GRIER | ||||||||
| HEAD COACH, MEN'S BASKETBALL | 40.00 | 592623 | 0 | 51181 | X | |||
| JAMES OLIVERO | ||||||||
| FACULTY, CONTINUING EDUCATION | 40.00 | 558654 | 0 | 0 | X | |||
| STEVEN SMITH | ||||||||
| FACULTY, SCHOOL OF LAW | 40.00 | 306663 | 0 | 43404 | X | |||
| FRANKLIN PARTNOY | ||||||||
| FACULTY, SCHOOL OF LAW | 40.00 | 280725 | 0 | 44484 | X | |||
| DAVID MCGOWEN | ||||||||
| FACULTY, SCHOOL OF LAW | 40.00 | 274943 | 0 | 31705 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5517373 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 642066 | TotalOtherCompensation |
| Number Individuals GT100 K | 220 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION | |||||
| 9330 SCRANTON AVENUE SUITE 330 | SAN DIEGO | CA | 92121 | GENERAL CONTRACTOR | 6199314 |
| BSD BUILDERS INC | |||||
| 8825 RECHO ROAD SUITE A | SAN DIEGO | CA | 92121 | GENERAL CONTRACTOR | 1579739 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET 13 | BOSTON | MA | 21100 | INVESTMENT MANAGER | 837792 |
| DOWLING CONSTRUCTION INC | |||||
| 5735 KEARNY VILLA ROAD SUITE 103 | SAN DIEGO | CA | 92123 | GENERAL CONTRACTOR | 575753 |
| GC MORGAN CONSTRUCTION | |||||
| 3755 AVACADO BLVD 408 | LA MESA | CA | 91941 | GENERAL CONTRACTOR | 479874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 324326 | FundraisingEvents |
| Government Grants | 9994108 | GovernmentGrants |
| All Other Contributions | 23218923 | AllOtherContributions |
| Noncash Contributions | 572055 | NoncashContributions |
| Total Contributions | 33537357 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 306238704 | 306238704 |
| STUDENT RES & BOARD | 721310 | 35678341 | 35678341 |
| PARKING SERVICES | 611710 | 2467172 | 2467172 |
| STUDENT LOAN INTEREST | 611710 | 1947430 | 1947430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 346331647 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5234735 | TotalRevenueColumn |
| Exclusion | $5,234,735 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5 | TotalRevenueColumn |
| Exclusion | $5 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 415888 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 222476 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193412 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 193412 | TotalRevenueColumn |
| Exclusion | $193,412 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 244095940 | Securities |
| Other | 48022301 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 233855571 | Securities |
| Other | 46217522 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10240369 | Securities |
| Other | 1804779 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12045148 | TotalRevenueColumn |
| Exclusion | $12,045,148 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 154323 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 324326 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 223246 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -68923 | TotalRevenueColumn |
| Exclusion | -$68,923 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| BOOKSTORE | 451211 | 6845829 | 6830519 | 15310 |
| ATHLETICS & RECREATION | 611710 | 1469158 | 1469158 | |
| SUMMER CONFERENCES | 611710 | 899455 | 290920 | 608535 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1135769 | TotalRevenueColumn |
| Related Or Exempt Function Income | 960721 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 95597 | UnrelatedBusinessRevenue |
| Exclusion | $79,451 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10350211 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 407623592 | TotalRevenueColumn |
| Related Or Exempt Function Income | 355882965 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 719442 | UnrelatedBusinessRevenue |
| Exclusion | $17,483,828 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92554962 | Total |
| Program Services | 92554962 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5068054 | Total |
| Program Services | 3753912 | ProgramServices |
| Management And General | 262209 | ManagementAndGeneral |
| Fundraising | 1051933 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137372696 | Total |
| Program Services | 105116959 | ProgramServices |
| Management And General | 28647605 | ManagementAndGeneral |
| Fundraising | 3608132 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12482373 | Total |
| Program Services | 10255124 | ProgramServices |
| Management And General | 1622260 | ManagementAndGeneral |
| Fundraising | 604989 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16327520 | Total |
| Program Services | 13550044 | ProgramServices |
| Management And General | 2756486 | ManagementAndGeneral |
| Fundraising | 20990 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8631660 | Total |
| Program Services | 7091499 | ProgramServices |
| Management And General | 1121806 | ManagementAndGeneral |
| Fundraising | 418355 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104323 | Total |
| Management And General | 104323 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271835 | Total |
| Management And General | 271835 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1909243 | Total |
| Program Services | 1699084 | ProgramServices |
| Management And General | 210159 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14967823 | Total |
| Program Services | 11429471 | ProgramServices |
| Management And General | 3004660 | ManagementAndGeneral |
| Fundraising | 533692 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 939912 | Total |
| Program Services | 622835 | ProgramServices |
| Management And General | 313280 | ManagementAndGeneral |
| Fundraising | 3797 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5341862 | Total |
| Program Services | 1808503 | ProgramServices |
| Management And General | 2821913 | ManagementAndGeneral |
| Fundraising | 711446 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4729035 | Total |
| Program Services | 2837421 | ProgramServices |
| Management And General | 1891614 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6928406 | Total |
| Program Services | 5891651 | ProgramServices |
| Management And General | 1036242 | ManagementAndGeneral |
| Fundraising | 513 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7205141 | Total |
| Program Services | 5947355 | ProgramServices |
| Management And General | 1098815 | ManagementAndGeneral |
| Fundraising | 158971 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1395617 | Total |
| Program Services | 1076625 | ProgramServices |
| Management And General | 262204 | ManagementAndGeneral |
| Fundraising | 56788 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8661071 | Total |
| Program Services | 7078117 | ProgramServices |
| Management And General | 1582954 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15405556 | Total |
| Program Services | 8947113 | ProgramServices |
| Management And General | 6279887 | ManagementAndGeneral |
| Fundraising | 178556 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282042 | Total |
| Program Services | 155095 | ProgramServices |
| Management And General | 1126947 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF SALES | 10949589 | 10917050 | 32502 | 37 |
| EQUIPMENT | 2914751 | 1474215 | 1436973 | 3563 |
| MISCELLANEOUS OTHER | 2714193 | 1055215 | 1264802 | 394176 |
| BOOKS AND OTHER LIBRARY | 2541595 | 2541595 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3117681 | Total |
| Program Services | 2255862 | ProgramServices |
| Management And General | 817468 | ManagementAndGeneral |
| Fundraising | 44351 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363816940 | Total |
| Program Services | 298059707 | ProgramServices |
| Management And General | 57966944 | ManagementAndGeneral |
| Fundraising | 7790289 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2511548 | BOY |
| EOY | 4250746 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34435167 | BOY |
| EOY | 30880028 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7922366 | BOY |
| EOY | 8041019 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220000 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34439611 | BOY |
| EOY | 37711809 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2161989 | BOY |
| EOY | 2087072 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6600755 | BOY |
| EOY | 6398415 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 628409084 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 140443013 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474429215 | BOY |
| EOY | 487966071 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326534758 | BOY |
| EOY | 354138440 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120284299 | BOY |
| EOY | 148797402 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009539708 | BOY |
| EOY | 1080271002 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42746628 | BOY |
| EOY | 45066975 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17692913 | BOY |
| EOY | 16200168 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178447154 | BOY |
| EOY | 171835117 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7144351 | BOY |
| EOY | 6457452 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45528427 | BOY |
| EOY | 32270706 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291559473 | BOY |
| EOY | 271830418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 449077613 | BOY |
| EOY | 525796452 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105563375 | BOY |
| EOY | 115899174 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163339247 | BOY |
| EOY | 166744958 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 717980235 | BOY |
| EOY | 808440584 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009539708 | BOY |
| EOY | 1080271002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 43806652 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 45601355 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1052342 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $144,942 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 144942 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| 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. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 4061789 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 345592715 | BeginningOfYearBalance |
| Contributions | 15282749 | Contributions |
| Investment Earnings Or Losses | 40951073 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1770336 | GrantsOrScholarships |
| Other Expenditures | 4467313 | OtherExpenditures |
| End Of Year Balance | 395588888 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 326799097 | BeginningOfYearBalance |
| Contributions | 29964033 | Contributions |
| Investment Earnings Or Losses | -5642158 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1507177 | GrantsOrScholarships |
| Other Expenditures | 4021080 | OtherExpenditures |
| End Of Year Balance | 345592715 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260074374 | BeginningOfYearBalance |
| Contributions | 21096254 | Contributions |
| Investment Earnings Or Losses | 50953163 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1636097 | GrantsOrScholarships |
| Other Expenditures | 3688597 | OtherExpenditures |
| End Of Year Balance | 326799097 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 220839532 | BeginningOfYearBalance |
| Contributions | 16513072 | Contributions |
| Investment Earnings Or Losses | 27996605 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1586239 | GrantsOrScholarships |
| Other Expenditures | 3688596 | OtherExpenditures |
| End Of Year Balance | 260074374 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 267919923 | BeginningOfYearBalance |
| Contributions | 16378533 | Contributions |
| Investment Earnings Or Losses | -59320886 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1375202 | GrantsOrScholarships |
| Other Expenditures | 2479947 | OtherExpenditures |
| Administrative Expenses | 282888 | AdministrativeExpenses |
| End Of Year Balance | 220839533 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.42000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.58000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 11648231 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 51027875 | OtherCostOrOtherBasis |
| Book Value | 62676106 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 487472002 | OtherCostOrOtherBasis |
| Depreciation | 111993853 | Depreciation |
| Book Value | 375478149 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74199187 | OtherCostOrOtherBasis |
| Depreciation | 28449160 | Depreciation |
| Book Value | 45750027 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4061789 | OtherCostOrOtherBasis |
| Book Value | 4061789 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 487966071 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (13 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| WEST COAST CONFERENCE | 718807 |
| ALTERNATIVE ASSET PARTNERSHIPS - REAL ESTATE | 9741227 |
| MARKETABLE ALTERNATIVES - OPPORTUNISTIC | 5487848 |
| ALTERNATIVE ASSET PARTNERSHIPS - VENTURE CAPITAL | 9828807 |
| ALTERNATIVE ASSET PARTNERSHIPS - INTERNATIONAL PRIVATE EQUITY | 11831029 |
| ALTERNATIVE ASSET PARTNERSHIPS - U.S. PRIVATE EQUITY | 7880063 |
| MARKETABLE ALTERNATIVES - U.S. LONG/SHORT | 13924203 |
| MARKETABLE ALTERNATIVES - DISTRESSED | 13624517 |
| MARKETABLE ALTERNATIVES - GLOBAL LONG/SHORT | 17730743 |
| ALTERNATIVE ASSET PARTNERSHIPS - DISTRESSED/DEBT RELATED | 7390243 |
| MARKETABLE ALTERNATIVES - EVENT DRIVEN | 18985490 |
| MARKETABLE ALTERNATIVES - DIVERSIFIED ARBITRAGE | 22702515 |
| ALTERNATIVE ASSET PARTNERSHIPS - ENERGY/RESOURCES | 8951910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 148797402 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCES | $12,809,051 |
| BOND INTEREST RATE SWAP | $19,461,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32270706 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 360257000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 45601355 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 45601355 | RevenueNotRptdF990 |
| Revenue Subtotal | 314655645 | RevenueSubtotal |
| Other Revenues Not Included | 92967947 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 92967947 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 407623592 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 269798000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 445722 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 445722 | ExpensesNotRptdF990 |
| Expenses Subtotal | 269352278 | ExpensesSubtotal |
| Other Expenses Not Included | 94464662 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 94464662 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 363816940 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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, 2013 THE ALLOCATION OF ENDOWMENT FUNDS WAS AS FOLLOWS: ACADEMIC SUPPORT - 30%, TUITION FUNDED QUASI - 38%, SCHOLARSHIPS - 14%, INSTRUCTION - 5%, PLANT MAINTENANCE AND OPERATIONS - 3%, PUBLIC SERVICE - 5% AND OTHER INSTITUTIONAL SUPPORT - 5%. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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, 2013 AND 2012. 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 2009 FOR ITS FEDERAL FILINGS AND FOR YEARS BEFORE 2008 FOR ITS STATE FILINGS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RENTAL EXPENSES INCLUDED IN INCOME -222,476. SCHOLARSHIPS INCLUDED IN EXPENSES 92,554,962. SPECIAL EVENT EXPENSES INCLUDED IN INCOME -223,246. ROUNDED FINANCIAL STATEMENT DIFFERENCE 1,806. RECLASS INVESTMENT MANAGEMENT FEES 1,909,243. K-1 PASSTHROUGH LOSS -1,052,342. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES INCLUDED IN INCOME 222,476. FUNDRAISING EXPENSES INCLUDED IN INCOME 223,246. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS INCLUDED IN EXPENSES 92,554,962. ROUNDED FINANCIAL STATEMENT DIFFERENCE 457. RECLASS INVESTMENT MANAGEMENT FEES 1,909,243. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | 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. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | 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
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARRIBBEAN | INVESTMENTS | 4892632 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | 2617835 | STUDY ABROAD PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 7510467 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 7510467 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: BOOK | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPORTS BANQUET | NameOfEvent1 |
| Gross Receipts Event1 | 221400 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 184650 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 36750 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 86800 | OtherDirectExpensesEvent1 |
| Name Of Event2 | USD WINE CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 98469 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 50965 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 47504 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 35234 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 158780 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 88711 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 70069 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 101212 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 478649 | GrossReceiptsTotal |
| Charitable Contributions Total | 324326 | CharitableContributionsTotal |
| Gross Revenue Total Events | 154323 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 223246 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 223246 | DirectExpenseSummaryEvents |
| Net Income Summary | -68923 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| USD SCHOLARSHIPS | 3247 | 60292446 |
| STUDENT AID - GRADUATE AND LAW | 466 | 15682429 |
| STUDENT AID - ATHLETICS AND RECREATION | 193 | 6939866 |
| STUDENT AID - PRIVATE | 207 | 1523949 |
| ENDOWED SCHOLARSHIPS | 95 | 1986128 |
| STUDENT AID - RESIDENCE AND BOARD | 81 | 921894 |
| FEDERAL SCHOLARSHIPS AND GRANTS | 481 | 5208251 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY AWARDS SCHOLARSHIPS TO INDIVIDUAL STUDENTS TO OFFSET THE COST OF TUITION, FEES, AND ROOM AND BOARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY E LYONS | ||||||||||||||
| PRESIDENT & TRUSTEE | 459106 | 0 | 46000 | 0 | 39500 | 0 | 30000 | 0 | 22088 | 0 | 596694 | 0 | 0 | 0 |
| JULIE H SULLIVAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT AND PROVOST | 345140 | 0 | 82570 | 0 | 85980 | 0 | 29006 | 0 | 5048 | 0 | 547744 | 0 | 0 | 0 |
| TIMOTHY L O'MALLEY | ||||||||||||||
| VICE PRESIDENT | 215825 | 0 | 19030 | 0 | 22500 | 0 | 27946 | 0 | 16953 | 0 | 302254 | 0 | 0 | 0 |
| REV MSGR D DILLABOUGH | ||||||||||||||
| VICE PRESIDENT | 165633 | 0 | 22881 | 0 | 39500 | 0 | 23373 | 0 | 22630 | 0 | 274017 | 0 | 0 | 0 |
| CARMEN M VAZQUEZ | ||||||||||||||
| VICE PRESIDENT | 182036 | 0 | 42643 | 0 | 39500 | 0 | 25406 | 0 | 3722 | 0 | 293307 | 0 | 0 | 0 |
| LEENDERT R HERING | ||||||||||||||
| VICE PRESIDENT | 180147 | 0 | 0 | 0 | 6583 | 0 | 4720 | 0 | 594 | 0 | 192044 | 0 | 0 | 0 |
| STEVEN FERRUOLO | ||||||||||||||
| DEAN, SCHOOL OF LAW | 322788 | 0 | 0 | 0 | 0 | 0 | 30000 | 0 | 23776 | 0 | 376564 | 0 | 0 | 0 |
| DAVID F PYKE | ||||||||||||||
| DEAN, SCHOOL OF BUSINESS | 303719 | 0 | 15000 | 0 | 78320 | 0 | 30000 | 0 | 16534 | 0 | 443573 | 0 | 0 | 0 |
| SALLY B HARDIN | ||||||||||||||
| DEAN, SCHOOL OF NUSING | 172109 | 0 | 0 | 0 | 22500 | 0 | 24360 | 0 | 21417 | 0 | 240386 | 0 | 0 | 0 |
| PAULA A CORDEIRO | ||||||||||||||
| DEAN, SOLES | 170678 | 0 | 0 | 0 | 22500 | 0 | 24120 | 0 | 15033 | 0 | 232331 | 0 | 0 | 0 |
| MARY BOYD | ||||||||||||||
| DEAN, ARTS & SCIENCES | 197781 | 0 | 0 | 0 | 28730 | 0 | 26190 | 0 | 19917 | 0 | 272618 | 0 | 0 | 0 |
| JASON LEMON | ||||||||||||||
| DEAN, CONTINUING EDUCATION | 117624 | 0 | 4167 | 0 | 53275 | 0 | 18840 | 0 | 9619 | 0 | 203525 | 0 | 0 | 0 |
| WILLIAM GRIER | ||||||||||||||
| HEAD COACH, MEN'S BASKETBALL | 503823 | 0 | 54800 | 0 | 34000 | 0 | 30000 | 0 | 21181 | 0 | 643804 | 0 | 0 | 0 |
| JAMES OLIVERO | ||||||||||||||
| FACULTY, CONTINUING EDUCATION | 46875 | 0 | 511779 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 558654 | 0 | 0 | 0 |
| STEVEN SMITH | ||||||||||||||
| FACULTY, SCHOOL OF LAW | 296586 | 0 | 0 | 0 | 10077 | 0 | 30000 | 0 | 13404 | 0 | 350067 | 0 | 0 | 0 |
| FRANKLIN PARTNOY | ||||||||||||||
| FACULTY, SCHOOL OF LAW | 280725 | 0 | 0 | 0 | 0 | 0 | 25909 | 0 | 18575 | 0 | 325209 | 0 | 0 | 0 |
| DAVID MCGOWEN | ||||||||||||||
| FACULTY, SCHOOL OF LAW | 274943 | 0 | 0 | 0 | 0 | 0 | 29801 | 0 | 1904 | 0 | 306648 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||||
| A | 680164610 | 130911V56 | 2005-11-16 | 95415000 | NOTE 1 | 0 | 0 | 0 |
| CALIFORNIA EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 521705592 | 130178YD2 | 2011-03-15 | 18640000 | CURRENT REFUNDING: 1998 CEFA. SEE NOTE 2. | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| C | 201563466 | 13048TKY8 | 2011-10-06 | 43574459 | 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 | 10796502 | CURRENT REFUNDING OF 2002 CEFA. SEE NOTE 2. | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 101587507 | 4556982 | 544802 | 40000 | 87884533 | 1730992 | 2009 | 1 | 0 | 1 | 1 |
| B | 19562315 | 3904 | 1 | 0 | 1 | 1 | |||||
| C | 43574459 | 7496 | 1 | 0 | 1 | 1 | |||||
| D | 10796502 | 3018 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 | |||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 1 | |||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE K BAUM | |||||||||||||||||
| A | 1 | 1 | 1 | FINANCIAL SERVICES | 40.000000000000 | 0 | 0 | 1 | JP MORGAN CHASE | BANK | 4.500000000000 | 1 | 1 | 1 | |||
| (no name) | |||||||||||||||||
| B | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | ||||||||
| (no name) | |||||||||||||||||
| C | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | ||||||||
| (no name) | |||||||||||||||||
| D | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | ||||||||
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 572055 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE UNIVERSITY UTILIZES A BROKER TO SELL STOCK GIFTS RECEIVED | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE UNIVERSITY OF SAN DIEGO'S BYLAWS WERE AMENDED AND RESTATED AS OF NOVEMBER 30, 2012, WITH THE FOLLOWING REVISIONS: -THE REVISED BYLAWS PROVIDE THAT AS LONG AS A QUORUM IS PRESENT, THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE TRUSTEES PRESENT SHALL BE THE ACT OF THE BOARD OF TRUSTEES, UNLESS A GREATER NUMBER IS REQUIRED BY THE ARTICLES OF INCORPORATION, THE BYLAWS, OR PROVISIONS OF THE CALIFORNIA CORPORATIONS CODE. -THE REVISED BYLAWS REITERATE AND CLARIFY THE UNIVERSITY'S INDEMNITY OF TRUSTEES AND OTHERS IN ACCORDANCE WITH CALIFORNIA CORPORATIONS CODE SECTION 5238. -THE REVISED BYLAWS REFER TO THE CORRECT CURRENT TITLES OF THE OFFICERS OF THE UNIVERSITY. | |
| 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 THE CONTROLLER AT 619-260-2302; ACCOUNTING@SANDIEGO.EDU; OR ONSITE FROM THE OFFICE OF THE CONTROLLER. FORM 1023 IS AVAILABLE UPON REQUEST FROM THE OFFICE OF THE CONTROLLER AT 619-260-2302; ACCOUNTING@SANDIEGO.EDU; OR ONSITE FROM THE OFFICE OF THE CONTROLLER. | |
| 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 1,052,342. | CHANGES IN NET ASSETS OR FUND BALANCES: |