2014-05-15T12:21:49-05:00 2013-06-30 910189318 MOSS ADAMS LLP 9665 GRANITE RIDGE DRIVE SUITE 600 SAN DIEGO CA 92123 990 2012-07-01 952544535 UNIVERSITY OF SAN DIEGO UNIV 6192604600 5998 ALCALA PARK SAN DIEGO CA 921102492 TERRY KALFAYAN 6192605998 2014-05-08 1 PATRICIA J MAYER P00188643 8586271400 2012 2015-11-30 17:44:51Z MARY E LYONS PHD 5998 ALCALA PARK SAN DIEGO CA 921102492 688142407 0 X WWW.SANDIEGO.EDU X 1949 CA POST SECONDARY EDUCATION 31 30 5560 1043 719442 -723467 43452120 33537357 342331632 346331647 12740966 17279888 11523550 10474700 410048268 407623592 88538954 92554962 0 0 173576938 179882303 0 0 7790289 92260129 91379675 354376021 363816940 55672247 43806652 1009539708 1080271002 291559473 271830418 717980235 808440584 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. 0 0 298059707 92554962 355882965 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. 298059707 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 806 0 1 5560 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 X 31 30 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X OFFICE OF THE CONTROLLER 6192602302 5998 ALCALA PARK HUGHES ADMINISTRAT SAN DIEGO CA 92110 FRANK D ALESSIO 1.00 X X 0 0 0 RICHARD M BARTELL 1.00 X 0 0 0 CINDY BASSO 1.00 X 0 0 0 CONSTANCE M CARROLL PHD 1.00 X 0 0 0 RICHARD K DAVIS 1.00 X 0 0 0 VERY REV MSGR RICHARD F DUNCANSON 1.00 X 0 0 0 RON L FOWLER 1.00 X X 0 0 0 DANIEL C HERBERT 1.00 X 0 0 0 MARGARITA PALAU HERNANDEZ ESQ 1.00 X X 0 0 0 SISTER KATHLEEN HUGHES RSCJ 1.00 X 0 0 0 ROGER AP JOSEPH 1.00 X 0 0 0 DONALD R KNAUSS 1.00 X 0 0 0 STANLEY W LEGRO 1.00 X 0 0 0 MARY E LYONS 1.00 X X 544606 0 52088 LUIS MAIZEL 1.00 X 0 0 0 SUSAN H MALLORY 1.00 X 0 0 0 JAMES V MAZZO 1.00 X 0 0 0 JAMES B MCCARTHY 1.00 X 0 0 0 LIAM E MCGEE 1.00 X 0 0 0 ANN NAVARRA 1.00 X 0 0 0 SISTER CAROLYN OSIEK RSCJ THD 1.00 X 0 0 0 JAMES C PETERS 1.00 X X 0 0 0 JAMES D POWERS IV 1.00 X 0 0 0 VERY REV MSGR LAWRENCE M PURCELL 1.00 X 0 0 0 JOHN T REDMOND 1.00 X 0 0 0 BYRON C ROTH 1.00 X 0 0 0 DAVID H SHAFFER 1.00 X 0 0 0 DARLENE MARCOS SHILEY 1.00 X 0 0 0 HERBERT B TASKER 1.00 X 0 0 0 KEVIN GREEN 1.00 X 0 0 0 ROYAL W CARSON 1.00 X 0 0 0 JULIE H SULLIVAN 40.00 X 513690 0 34054 TIMOTHY L O'MALLEY 40.00 X 257355 0 44899 REV MSGR D DILLABOUGH 40.00 X 228014 0 46003 CARMEN M VAZQUEZ 40.00 X 264179 0 29128 LEENDERT R HERING 40.00 X 186730 0 5314 STEVEN FERRUOLO 40.00 X 322788 0 53776 DAVID F PYKE 40.00 X 397039 0 46534 SALLY B HARDIN 40.00 X 194609 0 45777 PAULA A CORDEIRO 40.00 X 193178 0 39153 MARY BOYD 40.00 X 226511 0 46107 JASON LEMON 40.00 X 175066 0 28459 WILLIAM GRIER 40.00 X 592623 0 51181 JAMES OLIVERO 40.00 X 558654 0 0 STEVEN SMITH 40.00 X 306663 0 43404 FRANKLIN PARTNOY 40.00 X 280725 0 44484 DAVID MCGOWEN 40.00 X 274943 0 31705 5517373 0 642066 220 0 1 0 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 5 324326 9994108 23218923 572055 33537357 TUITION AND FEES 900099 306238704 306238704 STUDENT RES & BOARD 721310 35678341 35678341 PARKING SERVICES 611710 2467172 2467172 STUDENT LOAN INTEREST 611710 1947430 1947430 346331647 5234735 5234735 5 5 415888 222476 193412 193412 193412 244095940 48022301 233855571 46217522 10240369 1804779 12045148 12045148 154323 324326 223246 -68923 -68923 BOOKSTORE 451211 6845829 6830519 15310 ATHLETICS & RECREATION 611710 1469158 1469158 SUMMER CONFERENCES 611710 899455 290920 608535 1135769 960721 95597 79451 10350211 407623592 355882965 719442 17483828 92554962 92554962 5068054 3753912 262209 1051933 137372696 105116959 28647605 3608132 12482373 10255124 1622260 604989 16327520 13550044 2756486 20990 8631660 7091499 1121806 418355 104323 104323 271835 271835 1909243 1699084 210159 14967823 11429471 3004660 533692 939912 622835 313280 3797 5341862 1808503 2821913 711446 4729035 2837421 1891614 6928406 5891651 1036242 513 7205141 5947355 1098815 158971 1395617 1076625 262204 56788 8661071 7078117 1582954 15405556 8947113 6279887 178556 1282042 155095 1126947 COST OF SALES 10949589 10917050 32502 37 EQUIPMENT 2914751 1474215 1436973 3563 MISCELLANEOUS OTHER 2714193 1055215 1264802 394176 BOOKS AND OTHER LIBRARY 2541595 2541595 3117681 2255862 817468 44351 363816940 298059707 57966944 7790289 2511548 4250746 34435167 30880028 7922366 8041019 220000 34439611 37711809 2161989 2087072 6600755 6398415 628409084 140443013 474429215 487966071 326534758 354138440 120284299 148797402 1009539708 1080271002 42746628 45066975 17692913 16200168 178447154 171835117 7144351 6457452 45528427 32270706 291559473 271830418 X 449077613 525796452 105563375 115899174 163339247 166744958 717980235 808440584 1009539708 1080271002 X 43806652 45601355 1052342 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 144942 0 0 144942 0 PART IV, SUPPLEMENTAL INFORMATION: 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. 4061789 X X 0 345592715 15282749 40951073 1770336 4467313 395588888 326799097 29964033 -5642158 1507177 4021080 345592715 260074374 21096254 50953163 1636097 3688597 326799097 220839532 16513072 27996605 1586239 3688596 260074374 267919923 16378533 -59320886 1375202 2479947 282888 220839533 0.42000 0.58000 0 0 11648231 51027875 62676106 487472002 111993853 375478149 74199187 28449160 45750027 4061789 4061789 487966071 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 148797402 REFUNDABLE ADVANCES 12809051 BOND INTEREST RATE SWAP 19461655 32270706 X 360257000 45601355 45601355 314655645 92967947 92967947 407623592 269798000 445722 445722 269352278 94464662 94464662 363816940 PART III, LINE 4: THEY SEEK TO STIMULATE INTEREST AND PRIDE AS WELL AS EMPHASIZE THE CULTURAL VALUE OF USD'S FINE ARTS PROGRAMS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: 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 XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN INCOME 222,476. FUNDRAISING EXPENSES INCLUDED IN INCOME 223,246. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS INCLUDED IN EXPENSES 92,554,962. ROUNDED FINANCIAL STATEMENT DIFFERENCE 457. RECLASS INVESTMENT MANAGEMENT FEES 1,909,243. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. CENTRAL AMERICA AND THE CARRIBBEAN INVESTMENTS 4892632 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES STUDY ABROAD PROGRAMS 2617835 0 0 0 0 0 0 7510467 0 7510467 1 0 0 1 1 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: BOOK SPORTS BANQUET 221400 184650 36750 86800 USD WINE CLASSIC 98469 50965 47504 35234 4 158780 88711 70069 101212 478649 324326 154323 223246 223246 -68923 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UNIVERSITY AWARDS SCHOLARSHIPS TO INDIVIDUAL STUDENTS TO OFFSET THE COST OF TUITION, FEES, AND ROOM AND BOARD. X 1 1 X X X 0 0 0 0 0 0 0 1 0 MARY E LYONS 459106 0 46000 0 39500 0 30000 0 22088 0 596694 0 0 0 JULIE H SULLIVAN 345140 0 82570 0 85980 0 29006 0 5048 0 547744 0 0 0 TIMOTHY L O'MALLEY 215825 0 19030 0 22500 0 27946 0 16953 0 302254 0 0 0 REV MSGR D DILLABOUGH 165633 0 22881 0 39500 0 23373 0 22630 0 274017 0 0 0 CARMEN M VAZQUEZ 182036 0 42643 0 39500 0 25406 0 3722 0 293307 0 0 0 LEENDERT R HERING 180147 0 0 0 6583 0 4720 0 594 0 192044 0 0 0 STEVEN FERRUOLO 322788 0 0 0 0 0 30000 0 23776 0 376564 0 0 0 DAVID F PYKE 303719 0 15000 0 78320 0 30000 0 16534 0 443573 0 0 0 SALLY B HARDIN 172109 0 0 0 22500 0 24360 0 21417 0 240386 0 0 0 PAULA A CORDEIRO 170678 0 0 0 22500 0 24120 0 15033 0 232331 0 0 0 MARY BOYD 197781 0 0 0 28730 0 26190 0 19917 0 272618 0 0 0 JASON LEMON 117624 0 4167 0 53275 0 18840 0 9619 0 203525 0 0 0 WILLIAM GRIER 503823 0 54800 0 34000 0 30000 0 21181 0 643804 0 0 0 JAMES OLIVERO 46875 0 511779 0 0 0 0 0 0 0 558654 0 0 0 STEVEN SMITH 296586 0 0 0 10077 0 30000 0 13404 0 350067 0 0 0 FRANKLIN PARTNOY 280725 0 0 0 0 0 25909 0 18575 0 325209 0 0 0 DAVID MCGOWEN 274943 0 0 0 0 0 29801 0 1904 0 306648 0 0 0 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. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 130911V56 2005-11-16 95415000 NOTE 1 0 0 0 B CALIFORNIA EDUCATION FACILITIES AUTHORITY 521705592 130178YD2 2011-03-15 18640000 CURRENT REFUNDING: 1998 CEFA. SEE NOTE 2. 0 0 0 C CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 13048TKY8 2011-10-06 43574459 CURRENT REFUNDING: 1999 CEFA, 2001 COUNTY OF SAN DIEGO COP. SEE NOTE 2 0 0 0 D CALIFORNIA EDUCATION FACILITIES AUTHORITY 201563466 13048TKY8 2012-07-03 10796502 CURRENT REFUNDING OF 2002 CEFA. SEE NOTE 2. 0 0 0 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 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 A 1 1 1 GEORGE K BAUM FINANCIAL SERVICES 40.000000000000 0 0 1 JP MORGAN CHASE BANK 4.500000000000 1 1 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 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. X 14 572055 MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE UNIVERSITY UTILIZES A BROKER TO SELL STOCK GIFTS RECEIVED 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: K-1 PASSTHROUGH LOSS 1,052,342.