PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE (EIN 94-1156617)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-04
- IRS object ID
- 201201259349300975
- Schema version
- 2010v3.4
- 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 | 2012-05-04T10:10:29-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156617 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 4085544398 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95053 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY FONG | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 4085544398 | Phone |
| Date Signed | 2012-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CLARA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL ENGH SJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 909323555 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SCU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1851 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SANTA CLARA UNIVERSITY IS A CATHOLIC AND JESUIT INSTITUTION THAT MAKES STUDENT LEARNING ITS CENTRAL FOCUS, PROMOTES FACULTY AND STAFF LEARNING IN ITS VARIOUS FORMS, AND EXHIBITS ORGANIZATIONAL LEARNING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4800 | TotalNbrEmployees |
| Total Nbr Volunteers | 800 | TotalNbrVolunteers |
| Total Gross UBI | 1022794 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 31609440 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20526322 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 295013538 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 312379523 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16828007 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18952919 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2122643 | OtherRevenuePriorYear |
| Other Revenue Current Year | -331821 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 341328342 | TotalRevenuePriorYear |
| Total Revenue Current Year | 351526943 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 58282376 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 63954242 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 157326628 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 162816884 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4554450 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 92715529 | OtherExpensePriorYear |
| Other Expenses Current Year | 100421752 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 308324533 | TotalExpensesPriorYear |
| Total Expenses Current Year | 327192878 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 33003809 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 24334065 | RevenuesLessExpensesCY |
| Total Assets BOY | 1367466649 | TotalAssetsBOY |
| Total Assets EOY | 1543088297 | TotalAssetsEOY |
| Total Liabilities BOY | 301217929 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 357306479 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1066248720 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1185781818 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 253172579 | Expense |
| Grants | 63954242 | Grants |
| Revenue | 312016987 | Revenue |
| Description | SANTA CLARA UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION OFFERING DEGREES AT THE UNDERGRADUATE AND GRADUATE LEVEL AND LAW DEGREES. THE UNIVERSITY CONSISTS OF THE COLLEGE OF ARTS AND SCIENCES, THE SCHOOL OF ENGINEERING AND LEAVEY SCHOOL OF BUSINESS, SCHOOL OF EDUCATION AND COUNSELING PSYCHOLOGY THE SCHOOL OF LAW, AND THE JESUIT SCHOOL OF THEOLOGY AT SANTA CLARA UNIVERSITY. CURRENT ENROLLMENT IS 8,687 STUDENTS CONSISTING OF 5,107 UNDERGRADUATE, 2,532 GRADUATE AND 1,048 LAW STUDENTS. IN 2011 THE UNIVERSITY AWARDED 2,719 DEGREES AT ALL ACADEMIC LEVELS. | Description |
| Total Program Service Expense | 253172579 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1079 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4800 | 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 | ES | NameOfForeignCountry |
| Name Of Foreign Country | UK | 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 | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY M FONG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4085544397 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95053 | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JON R ABOITIZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GREGORY R BONFIGLIO SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARGARET PEGGY BRADSHAW | ||||||||
| VICE CHAIR | 4.00 | X | 0 | 0 | 0 | X | ||
| MICHAEL J CAREY | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| WILLIAM S CARTER | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| LOUIS M CASTRUCCIO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GERALD T COBB SJ | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| WILLIAM T COLEMAN III | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID C DRUMMOND | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| ROBERT J FINOCCHIO JR | ||||||||
| CHAIRMAN | 13.00 | X | 0 | 0 | 0 | X | ||
| REV JAMES P FLAHERTY SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAUL F GENTZKOW | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| REBECCA GUERRA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SAL GUTIERREZ | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| ELLEN MARIE HANCOCK | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| RUPERT H JOHNSON JR | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| RICHARD JUSTICE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JENNIFER KONECNY | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| JOHN P KOEPLIN SJ | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| TIMOTHY R LANNON SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM P LEAHY SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HEIDI LEBARON LEUPP | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| JOHN JACK C LEWIS | ||||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | X | ||
| DONALD L LUCAS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| REGIS MCKENNA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH M MCSHANE SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD MOLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KAPIL NANDA | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| JOHN OCAMPO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EDWARD A PANELLI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT W PETERS | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| STEPHEN SCHOTT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT H SMITH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN A SOBRATO | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| LARRY W SONSINI | ||||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | ||
| MICHAEL SPLINTER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SCOTT SANTOROSA SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GILBERT SUNGHERA SJ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM E TERRY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHARMAINE WARMENHOVEN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| AGNIESZKA WINKLER | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| AUSTIN WOODY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN M SOBRATO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| J TERRENCE TERRY LANNI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL ENGH SJ | ||||||||
| PRESIDENT | 40.00 | 0 | 0 | 0 | X | |||
| ROBERT WARREN | ||||||||
| ASSISTANT TREASURER | 40.00 | 231199 | 0 | 29871 | X | |||
| HARRY FONG | ||||||||
| ASSISTANT TREASURER | 40.00 | 196959 | 0 | 27532 | X | |||
| JAMES BRIGGS | ||||||||
| ASSISTANT SECRETARY | 40.00 | 165452 | 0 | 26475 | X | |||
| DON DODSON | ||||||||
| INTERIM PROVOST | 40.00 | 277375 | 0 | 32698 | X | |||
| JAMES PURCELL | ||||||||
| VP, UNIVERSITY RELATIONS | 40.00 | 219195 | 0 | 33854 | X | |||
| JOHN OTTOBONI | ||||||||
| GENERAL COUNSEL | 40.00 | 214732 | 0 | 34173 | X | |||
| ATOM YEE | ||||||||
| DEAN COLLEGE ARTS/SCIENCE | 40.00 | 216139 | 0 | 37770 | X | |||
| S ANDREW STARBIRD | ||||||||
| DEAN SCHOOL OF BUSINESS | 40.00 | 243831 | 0 | 41114 | X | |||
| GODFREY MUNGAL | ||||||||
| DEAN, SCHOOL OF ENGINEERING | 40.00 | 204349 | 0 | 36603 | X | |||
| DONALD POLDEN | ||||||||
| DEAN, LAW SCHOOL | 40.00 | 260549 | 0 | 40111 | X | |||
| JOHN KERRIGAN | ||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 265730 | 0 | 37690 | X | |||
| MIKE SEXTON | ||||||||
| VP, ENROLLMENT MANAGEMENT | 40.00 | 228900 | 0 | 32894 | X | |||
| JANICE CHAVEZ | ||||||||
| DEAN, CPE | 40.00 | 484757 | 0 | 15068 | X | |||
| KERRY KEATING | ||||||||
| MEN'S BASKETBALL COACH | 40.00 | 351388 | 0 | 38200 | X | |||
| ALBERT BRUNO | ||||||||
| PROFESSOR, BUSINESS SCHOOL | 40.00 | 239939 | 0 | 27618 | X | |||
| MICHAEL EAMES | ||||||||
| PROFESSOR, BUSINESS SCHOOL | 40.00 | 257379 | 0 | 22041 | X | |||
| MICHAEL CALEGARI | ||||||||
| PROFESSOR, BUSINESS SCHOOL | 40.00 | 247601 | 0 | 25857 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4305474 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 539569 | TotalOtherCompensation |
| Number Individuals GT100 K | 273 | 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 |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 301 MARKET STREET | SANTA CLARA | CA | 95053 | FOOD SERVICES | 13738990 |
| HALLMARK CONSTRUCTION INCORPORATED | |||||
| 3360 DE LA CRUZ BLVD | SANTA CLARA | CA | 95054 | CONSTRUCTION | 9804132 |
| BLACH CONSTRUCTION COMPANY | |||||
| 469 EL CAMINO REAL STE 100 | SANTA CLARA | CA | 95050 | CONSTRUCTION | 5115309 |
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DRIVE | MILPITAS | CA | 95035 | CONSTRUCTION | 4325192 |
| HD MILLER CONSTRUCTION COMPANY INC | |||||
| 745 CHIMALUS DRIVE | PALO ALTO | CA | 94306 | CONSTRUCTION | 2689566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 37 | NumberOfContractorsGT100K |
| Federated Campaigns | 172051 | FederatedCampaigns |
| Fundraising Events | 1610355 | FundraisingEvents |
| Related Organizations | 1554943 | RelatedOrganizations |
| All Other Contributions | 17188973 | AllOtherContributions |
| Noncash Contributions | 1611782 | NoncashContributions |
| Total Contributions | 20526322 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION FEES | 525990 | 268989881 | 268989881 | |
| AUXILIARY ACTIVITIES | 611710 | 25073904 | 25073904 | |
| PROGRAM FEES | 611710 | 6197958 | 6197958 | |
| FED GRANTS & CONTRACTS | 900099 | 5280825 | 5280825 | |
| PROGRAM RENTAL INCOME | 531390 | 2060383 | 1850394 | 209989 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4776572 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4721513 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 55059 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 312379523 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10913463 | TotalRevenueColumn |
| Unrelated Business Revenue | 757746 | UnrelatedBusinessRevenue |
| Exclusion | $10,155,717 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44112 | TotalRevenueColumn |
| Exclusion | $44,112 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 564702676 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 555457958 | Securities |
| Other | 1205262 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9244718 | Securities |
| Other | -1205262 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8039456 | TotalRevenueColumn |
| Exclusion | $8,039,456 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 710620 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1610355 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1123789 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -413169 | TotalRevenueColumn |
| Exclusion | -$413,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 46839 | GrossIncomeGaming |
| Gaming Direct Expenses | 9603 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37236 | TotalRevenueColumn |
| Exclusion | $37,236 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 351526943 | TotalRevenueColumn |
| Related Or Exempt Function Income | 312114475 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1022794 | UnrelatedBusinessRevenue |
| Exclusion | $17,863,352 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63943242 | Total |
| Program Services | 63943242 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11000 | Total |
| Program Services | 11000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3541573 | Total |
| Management And General | 3221984 | ManagementAndGeneral |
| Fundraising | 319589 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120389103 | Total |
| Program Services | 94876305 | ProgramServices |
| Management And General | 22522127 | ManagementAndGeneral |
| Fundraising | 2990671 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9823529 | Total |
| Program Services | 8071714 | ProgramServices |
| Management And General | 1473139 | ManagementAndGeneral |
| Fundraising | 278676 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19952847 | Total |
| Program Services | 13259533 | ProgramServices |
| Management And General | 6255189 | ManagementAndGeneral |
| Fundraising | 438125 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9109832 | Total |
| Program Services | 6464435 | ProgramServices |
| Management And General | 2420215 | ManagementAndGeneral |
| Fundraising | 225182 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1588301 | Total |
| Management And General | 1588301 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434472 | Total |
| Management And General | 434472 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2147 | Total |
| Program Services | 2147 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2768111 | Total |
| Management And General | 2768111 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18175871 | Total |
| Program Services | 13756741 | ProgramServices |
| Management And General | 4223977 | ManagementAndGeneral |
| Fundraising | 195153 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734060 | Total |
| Program Services | 448543 | ProgramServices |
| Management And General | 285517 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9770577 | Total |
| Program Services | 6686368 | ProgramServices |
| Management And General | 3084209 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293424 | Total |
| Program Services | 711383 | ProgramServices |
| Management And General | 582041 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6301001 | Total |
| Program Services | 4173079 | ProgramServices |
| Management And General | 2127922 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4384733 | Total |
| Program Services | 3778539 | ProgramServices |
| Management And General | 526027 | ManagementAndGeneral |
| Fundraising | 80167 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6497220 | Total |
| Program Services | 4260714 | ProgramServices |
| Management And General | 2236506 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9867356 | Total |
| Program Services | 7472289 | ProgramServices |
| Management And General | 2395067 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25244357 | Total |
| Program Services | 16947300 | ProgramServices |
| Management And General | 8297057 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2108880 | Total |
| Program Services | 437993 | ProgramServices |
| Management And General | 1670887 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIR & MAINTENANCE | 9127709 | 6735588 | 2390591 | 1530 |
| LIBRARY ACQUISITIONS | 669517 | 669517 | ||
| MEMBERSHIP DUES | 526931 | 219931 | 307000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927085 | Total |
| Program Services | 246218 | ProgramServices |
| Management And General | 655510 | ManagementAndGeneral |
| Fundraising | 25357 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327192878 | Total |
| Program Services | 253172579 | ProgramServices |
| Management And General | 69465849 | ManagementAndGeneral |
| Fundraising | 4554450 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56039464 | BOY |
| EOY | 49957604 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39079053 | BOY |
| EOY | 44699796 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25641855 | BOY |
| EOY | 20132004 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6867371 | BOY |
| EOY | 3576546 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165000 | BOY |
| EOY | 165000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571950 | BOY |
| EOY | 679932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 791223838 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 218034001 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 527767416 | BOY |
| EOY | 573189837 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116353832 | BOY |
| EOY | 339285425 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534923730 | BOY |
| EOY | 445522782 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7520718 | BOY |
| EOY | 7928594 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52536260 | BOY |
| EOY | 57950777 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367466649 | BOY |
| EOY | 1543088297 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36115839 | BOY |
| EOY | 35420935 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19458633 | BOY |
| EOY | 17513649 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174304101 | BOY |
| EOY | 222824715 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71339356 | BOY |
| EOY | 81547180 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301217929 | BOY |
| EOY | 357306479 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 554643253 | BOY |
| EOY | 605523376 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275950892 | BOY |
| EOY | 338808834 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235654575 | BOY |
| EOY | 241449608 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1066248720 | BOY |
| EOY | 1185781818 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367466649 | BOY |
| EOY | 1543088297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 24334065 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 95199033 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $2,147 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2147 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | SCU PAYS ANNUAL DUES TO MEMBERSHIP ORGANIZATIONS; A PORTION OF THE ANNUAL DUES ARE USED BY THE ORGANIZATIONS FOR LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| 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 | 601595259 | BeginningOfYearBalance |
| Contributions | 8180820 | Contributions |
| Investment Earnings Or Losses | 108366995 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10424400 | GrantsOrScholarships |
| Other Expenditures | 10638020 | OtherExpenditures |
| Administrative Expenses | 6433407 | AdministrativeExpenses |
| End Of Year Balance | 690647247 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 545428010 | BeginningOfYearBalance |
| Contributions | 9135249 | Contributions |
| Investment Earnings Or Losses | 72388000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7947048 | GrantsOrScholarships |
| Other Expenditures | 11741952 | OtherExpenditures |
| Administrative Expenses | 5667000 | AdministrativeExpenses |
| End Of Year Balance | 601595259 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 695270605 | BeginningOfYearBalance |
| Contributions | 12256712 | Contributions |
| Investment Earnings Or Losses | -135277307 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8917013 | GrantsOrScholarships |
| Other Expenditures | 14690987 | OtherExpenditures |
| Administrative Expenses | 3214000 | AdministrativeExpenses |
| End Of Year Balance | 545428010 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19060 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.80940 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41679285 | OtherCostOrOtherBasis |
| Book Value | 41679285 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 18645484 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 483986261 | OtherCostOrOtherBasis |
| Depreciation | 116390660 | Depreciation |
| Book Value | 386241085 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69410830 | OtherCostOrOtherBasis |
| Depreciation | 29656197 | Depreciation |
| Book Value | 39754633 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103029960 | OtherCostOrOtherBasis |
| Depreciation | 69446096 | Depreciation |
| Book Value | 33583864 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74472018 | OtherCostOrOtherBasis |
| Depreciation | 2541048 | Depreciation |
| Book Value | 71930970 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 573189837 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VENTURE CAPITAL & PRIVATE EQUITY | 172465202 | F |
| OTHER ALTERNATIVE INVESTMENTS | 75140191 | F |
| HEDGE FUNDS | 194296235 | F |
| NOTES RECEIVABLE | 3621154 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 445522782 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AMOUNTS HELD ON BEHALF OF OTHERS | $65,406,908 |
| ANNUITY OBLIGATIONS | $6,362,303 |
| REFUNDABLE ADVANCES - US GOVERNMENT | $6,841,374 |
| ASSET RETIREMENT OBLIGATION | $2,936,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 81547180 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS, WHICH HAVE BEEN ACQUIRED THROUGH CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION. | |
| PART III, LINE 4: | THE UNIVERSITY MAINTAINS THE DE SAISSET MUSEUM FOR STUDENTS WHICH IS ALSO OPEN TO THE PUBLIC. THE DE SAISSET MUSEUM SUPPORTS SANTA CLARA UNIVERSITY'S GOAL OF EDUCATING THE WHOLE PERSON THROUGH A DIVERSE AND ACCESSIBLE RANGE OF EXHIBITIONS, COLLECTIONS, AND EDUCATIONAL PROGRAMS THAT HIGHLIGHT THE ART AND HISTORY OF THE SAN FRANCISCO BAY AREA AND THE LOCAL SANTA CLARA VALLEY. | |
| PART V, LINE 4: | ENDOWED GIFTS ARE MEANT TO EXIST IN PERPETUITY, AND ARE INVESTED FOR LONG-TERM GROWTH. EACH YEAR, A PORTION OF THE FUND'S EARNINGS IS MADE AVAILABLE IN THE FORM OF AN ALLOCATION TO SUPPORT STUDENT SCHOLARSHIPS, FACULTY CHAIRS, AND OTHER ENDOWED PROGRAMS THAT FURTHER THE UNIVERSITY'S STRATEGIC PRIORITIES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY DOES NOT HAVE A FOOTNOTE FOR ASC TOPIC 740 (FORMERLY FIN 48) IN THE AUDITED FINANCIAL STATEMENTS. THE UNIVERSITY HAS CONSIDERED THE POTENTIAL IMPACT OF ASC TOPIC 740, INCOME TAXES, AND AFTER REVIEW OF THE POTENTIAL IMPACT OF VARIOUS TAX POSITION, IT WAS DETERMINED THAT NO POTENTIAL LIABILITY EXISTED FOR THOSE POSITIONS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
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 | THE UNIVERSITY'S STUDENT NON-DISCRIMINATION POLICY IS STATED IN THE UNIVERSITY ENROLLMENT APPLICATIONS, UNDERGRADUATE AND GRADUATE BULLETINS, STUDENT HANDBOOKS AND ITS WEB-SITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES CONSISTS OF STUDENT FINANCIAL AID RECEIVED FROM SUCH AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 23145 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 1515049 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 256901 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 128121 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 2 | PROGRAM SERVICES | STUDY ABROAD | 787677 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | 15596 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | OUTREACH | 114263 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 202682220 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | INVESTMENTS | 3633891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 205522972 | SubtotalAmountSpent |
| Cont Amount Spent | 3633891 | ContAmountSpent |
| Total Amount Spent | 209156863 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrant |
| Amount Of Cash Grant | 11000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| 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 | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE UNIVERSITY GRANTS FUNDS TO JESUIT ORGANIZATIONS AND INDIVIDUALS IN THE CENTRAL AMERICAN REGION PRIMARILY TO ASSIST STUDENTS WITH LOCAL LIVING AND EDUCATIONAL EXPENSES. IN SOME CASES (NATIONAL DISASTERS) FUNDS ARE GIVEN TO COMMUNITIES TO PROVIDE EMERGENCY RELIEF. THE GRANTS ARE STRICTLY NEED BASED AND THEIR USE IS MONITORED THROUGH FREQUENT CONTACT WITH THESE STUDENTS/COMMUNITIES ON A REGULAR BASIS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLDEN CIRCLE | NameOfEvent1 |
| Gross Receipts Event1 | 1018547 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 748247 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 270300 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 263879 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 408053 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NCIP EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 933723 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 859498 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 74225 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 77781 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 9639 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 13 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 368705 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2610 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 366095 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 159390 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 205047 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2320975 | GrossReceiptsTotal |
| Charitable Contributions Total | 1610355 | CharitableContributionsTotal |
| Gross Revenue Total Events | 710620 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 501050 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 622739 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1123789 | DirectExpenseSummaryEvents |
| Net Income Summary | -413169 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 46839 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 1200 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 8403 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 46839 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 1200 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 8403 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 9603 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 37236 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | HARRY FONG | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EL CAMINO REAL | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95053 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY CITY EVENTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | 2907 | GamingManagerCompensation |
| Gaming Manager Services Provided | RENTAL, OPERATION, AND CASINO NIGHT TABLES | GamingManagerServicesProvided |
| Gaming Manager Is Ind Contractor | X | GamingManagerIsIndContractor |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 4765 | NumberOfRecipients |
| Amount Of Cash Grant | 63943242 | AmountOfCashGrant |
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 PROVIDES GRANTS FOR SCHOLARSHIPS, FELLOWSHIPS, AND STUDENT LOANS USING GUIDELINES ESTABLISHED BY THE ORGANIZATION'S BOARD OF TRUSTEES TO ENSURE THEY ARE MADE BASED ON NEED AND OR MERIT. SCU MAKES FINANCIAL AID GRANTS TO STUDENT ACCOUNT TO OFFSET AMOUNTS THAT STUDENTS OWE THE UNIVERSITY FOR TUITION AND FEES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT WARREN | |||||||||||||
| 230111 | 0 | 0 | 0 | 1088 | 0 | 23161 | 0 | 6710 | 0 | 261070 | 0 | 0 | 0 |
| HARRY FONG | |||||||||||||
| 196959 | 0 | 0 | 0 | 0 | 0 | 19961 | 0 | 7571 | 0 | 224491 | 0 | 0 | 0 |
| JAMES BRIGGS | |||||||||||||
| 159710 | 0 | 0 | 0 | 5742 | 0 | 16327 | 0 | 10148 | 0 | 191927 | 0 | 0 | 0 |
| DON DODSON | |||||||||||||
| 274075 | 0 | 0 | 0 | 3300 | 0 | 22511 | 0 | 10187 | 0 | 310073 | 0 | 0 | 0 |
| JAMES PURCELL | |||||||||||||
| 216562 | 0 | 0 | 0 | 2633 | 0 | 21949 | 0 | 11905 | 0 | 253049 | 0 | 0 | 0 |
| JOHN OTTOBONI | |||||||||||||
| 209980 | 0 | 0 | 0 | 4752 | 0 | 21726 | 0 | 12447 | 0 | 248905 | 0 | 0 | 0 |
| ATOM YEE | |||||||||||||
| 216139 | 0 | 0 | 0 | 0 | 0 | 22159 | 0 | 15611 | 0 | 253909 | 0 | 0 | 0 |
| S ANDREW STARBIRD | |||||||||||||
| 243831 | 0 | 0 | 0 | 0 | 0 | 25646 | 0 | 15468 | 0 | 284945 | 0 | 0 | 0 |
| GODFREY MUNGAL | |||||||||||||
| 204349 | 0 | 0 | 0 | 0 | 0 | 20992 | 0 | 15611 | 0 | 240952 | 0 | 0 | 0 |
| DONALD POLDEN | |||||||||||||
| 260549 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 15611 | 0 | 300660 | 0 | 0 | 0 |
| JOHN KERRIGAN | |||||||||||||
| 265730 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 13190 | 0 | 303420 | 0 | 0 | 0 |
| MIKE SEXTON | |||||||||||||
| 224715 | 0 | 0 | 0 | 4185 | 0 | 22707 | 0 | 10187 | 0 | 261794 | 0 | 0 | 0 |
| JANICE CHAVEZ | |||||||||||||
| 484757 | 0 | 0 | 0 | 0 | 0 | 8333 | 0 | 6735 | 0 | 499825 | 0 | 0 | 0 |
| KERRY KEATING | |||||||||||||
| 342938 | 0 | 0 | 0 | 8450 | 0 | 24500 | 0 | 13700 | 0 | 389588 | 0 | 0 | 0 |
| ALBERT BRUNO | |||||||||||||
| 239939 | 0 | 0 | 0 | 0 | 0 | 16689 | 0 | 10929 | 0 | 267557 | 0 | 0 | 0 |
| MICHAEL EAMES | |||||||||||||
| 257379 | 0 | 0 | 0 | 0 | 0 | 15251 | 0 | 6790 | 0 | 279420 | 0 | 0 | 0 |
| MICHAEL CALEGARI | |||||||||||||
| 247601 | 0 | 0 | 0 | 0 | 0 | 15722 | 0 | 10135 | 0 | 273458 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4A | JANICE CHAVEZ RECEIVED A SEVERANCE PAYMENT DURING THE YEAR. THE SEVERANCE AGREEMENT IS SUBJECT TO A CONFIDENTIALITY CLAUSE. TERMS ARE AVAILABLE TO THE IRS UPON REQUEST. | |
| PART III | PRESIDENT'S COMPENSATION: THE PRESIDENT OF THE UNIVERSITY IS A MEMBER OF A RELIGIOUS CONGREGATION AND IS SUBJECT TO A VOW OF POVERTY. THE FAIR MARKET VALUE OF THE PRESIDENT'S COMPENSATION FOR HIS SERVICES IS PAID TO THE RELIGIOUS CONGREGATION OF WHICH HE IS A MEMBER. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178RMO | 2008-12-11 | 71636711 | CONSTRUCTION AND RENOVATION OF FACILITIES, PAY OFF TAXABLE LOAN | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130175N32 | 2003-07-03 | 23812204 | ACQUISITION, CONSTRUCTION & IMPROVEMENT OF DORMS; REFUND 1995 & 1993 BONDS | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178WV4 | 2010-09-15 | 54289973 | IMPROVEMENT & EXPANSION OF FACILITIES, REFUND 2002A BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Credit EnhancementCreditEnhancement | Year Of Subst CompletionYearOfSubstCompletion | Refunding EscrowRefundingEscrow | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4795000 | 71685297 | 846711 | 17048587 | 53790000 | 1 | 0 | 1 | 1 | ||||
| 12875000 | 24248328 | 421246 | 5849813 | 17778875 | 1 | 1 | 1 | 1 | 198395 | 2004 | ||
| 225000 | 54307775 | 587481 | 9055158 | 429138 | 0 | 1 | 0 | 1 | 18273354 | 25980446 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 1 | 0 | 1 | 0.00180 | 0.00000 | 0.00180 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||
| AEGON INSURANCE | |||||||
| 0 | 0 | 0 | 1 | 0 | 0 | 1.500000000000 | 1 |
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DIFFERENCE BETWEEN PART I(E) AND PART II QUESTION 3 IS DUE TO INTEREST EARNED FROM THE PROJECT FUND. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCIA GILBERT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | HOUSING ASSISTANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $165,000 | OriginalPrincipalAmount |
| Balance Due | 165000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 165000 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | N/A | RelationshipWithOrganization |
| Amount Of Grant | 10350 | AmountOfGrant |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ELIZABETH L CARTER | |||
| FAMILY MEMBER OF WILLIAM S. CARTER, TRUSTEE | 38484 | EMPLOYMENT | 0 |
| PETER FRIEDENBACH | |||
| FAMILY MEMBER OF JENNIFER KONECNY, TRUSTEE | 16500 | EMPLOYMENT | 0 |
| JULIE VIET | |||
| FAMILY MEMBER OF JOHN OTTOBONI, KEY EMPLOYEE | 51976 | EMPLOYMENT | 0 |
| THE SOBRATO ORGANIZATION | |||
| ENTITY WHERE JOHN M. & JOHN A. SOBRATO, TRUSTEES, SERVE AS OFFICERS | 106641 | DEVELOPMENT COSTS | 0 |
| SI 23 LLC | |||
| ENTITY WHERE JOHN M. SOBRATO, TRUSTEE, IS A MORE THAN 5% PARTNER | 1766835 | CONSTRUCTION | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 56389 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 71 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1544844 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE MKT VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISC SUPPLIES | Description |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10549 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| 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 USES STOCK BROKERS TO SELL DONATED SECURITIES AND REAL ESTATE BROKERS TO SELL DONATED REAL ESTATE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART III, LINE 1: | SANTA CLARA UNIVERSITY IS A CATHOLIC AND JESUIT INSTITUTION THAT MAKES STUDENT LEARNING ITS CENTRAL FOCUS, PROMOTES FACULTY AND STAFF LEARNING IN ITS VARIOUS FORMS, AND EXHIBITS ORGANIZATIONAL LEARNING. STUDENT LEARNING TAKES PLACE AT THE UNDERGRADUATE AND GRADUATE LEVEL IN AN EDUCATIONAL ENVIRONMENT THAT INTEGRATES RIGOROUS INQUIRY AND SCHOLARSHIP, CREATIVE IMAGINATION, REFLECTIVE ENGAGEMENT WITH SOCIETY, AND A COMMITMENT TO FASHIONING A MORE HUMANE AND JUST WORLD. AS AN ACADEMIC COMMUNITY, WE EXPAND THE BOUNDARIES OF KNOWLEDGE AND INSIGHT THROUGH TEACHING, RESEARCH, ARTISTIC EXPRESSION, AND OTHER FORMS OF SCHOLARSHIP. IT IS PRIMARILY THROUGH DISCOVERING,COMMUNICATING, AND APPLYING KNOWLEDGE THAT WE EXERCISE OUR INSTITUTIONAL RESPONSIBILITY AS A VOICE OF REASON AND CONSCIENCE IN SOCIETY, WE OFFER CHALLENGING ACADEMIC PROGRAMS AND DEMONSTRATE A COMMITMENT TO THE DEVELOPMENT OF: 1) UNDERGRADUATE STUDENTS WHO SEEK AN EDUCATION WITH A STRONG HUMANISTIC ORIENTATION IN A PRIMARILY RESIDENTIAL SETTING. 2) GRADUATE STUDENTS, MANY OF THEM WORKING PROFESSIONALS IN SILICON VALLEY,WHO SEEK ADVANCED DEGREE PROGRAMS THAT PREPARE THEM TO MAKE SIGNIFICANT CONTRIBUTIONS TO THEIR FIELDS. IN ADDITION TO THESE CORE PROGRAMS, WE ALSO PROVIDE A VARIETY OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR NON-MATRICULATED STUDENTS. | |
| - LARRY W. SONSINI, ROBERT J. FINOCCHIO AND RICHARD M. MOLEY HAVE A BUSINESS RELATIONSHIP. - JOHN A. SOBRATO AND JOHN M. SOBRATO HAVE A FAMILY AND BUSINESS RELATIONSHIP. | FORM 990, PART VI, SECTION A, LINE 2 | |
| THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CONTROLLER DEPARTMENT WORKED CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGED TO PREPARE THE RETURN. THE FINAL DRAFT OF FORM 990 WAS ALSO REVIEWED BY THE ASSOCIATE VP OF FINANCE PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. INFORMATION FOR THE RETURN WAS ALSO OBTAINED THROUGH DISCUSSIONS WITH SENIOR ADMINISTRATION AND THE GENERAL COUNSEL. THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTED BACK TO THE BOARD REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL DRAFT WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION B, LINE 14: | THE UNIVERSITY IS IN THE PROCESS OF ADOPTING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY AS PART OF THE BYLAWS. THE ASSISTANT TREASURER IS RESPONSIBLE FOR MONITORING POTENTIAL CONFLICT OF INTEREST. ANNUALLY, A QUESTIONNAIRE IS SENT TO THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ASKING FOR ANY POSSIBLE BUSINESS OR PERSONAL CONNECTION TO THE ORGANIZATION THAT MY CAUSE A POTENTIAL CONFLICT. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE PRESIDENT AND BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE AUTHORITY TO REVIEW AND DETERMINE THE PRESIDENT'S COMPENSATION. DISCUSSIONS OF THE PRESIDENT'S COMPENSATION WERE DOCUMENTED IN THE MINUTES OF MEETINGS OF THE EXECUTIVE COMMITTEE. THE COMPENSATION OF THE PROVOST AND VICE PRESIDENTS ARE DETERMINED BY THE PRESIDENT. OTHER KEY EMPLOYEE'S COMPENSATION IS DETERMINED BY THE RESPECTIVE VICE PRESIDENT OR PROVOST. IN ALL CASES, COMPARABLE DATA FROM SIMILAR ORGANIZATIONS AND POSITIONS WERE USED TO DETERMINE COMPENSATION LEVELS. THIS INFORMATION COMES FROM INDEPENDENT SURVEY DATA. EACH EMPLOYEE'S COMPENSATION IS DOCUMENTED IN THEIR RESPECTIVE PERSONNEL FILES AND THEY ARE PERSONALLY NOTIFIED OF ANY CHANGES IN COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. | |
| 990, PART VII, SECTION A, COLUMN B | HARRY FONG DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: -JESUIT SCHOOL OF THEOLOGY AT SANTA CLARA 3 HOURS JAMES PURCELL DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: -BRONCO BENCH FOUNDATION 3 HOURS LOUIS M. CASTRUCCIO DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: -JESUIT SCHOOL OF THEOLOGY AT SANTA CLARA 3 HOURS ROBERT W. PETERS DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: -JESUIT SCHOOL OF THEOLOGY AT SANTA CLARA 3 HOURS | HOURS DEVOTED TO RELATED ORGANIZATIONS |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 95,199,033. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BRONCO BENCH FOUNDATION | ||||||||||
| SANTA CLARA UNIVERSITY | SANTA CLARA | CA | 95053 | 946121957 | FUNDRAISING | CA | 501(C)(3) | LINE 11B, II | PRESIDENT-BOARD OF TRUSTEE SANTA CLARA COLLEGE | 1 |
| JESUIT SCHOOL OF THEOLOGY AT SANTA CLARA | ||||||||||
| 1735 LE ROY AVE | BERKELEY | CA | 94709 | 941156462 | EDUCATION | CA | 501(C)(3) | LINE 1 | PRESIDENT-BOARD OF TRUSTEE SANTA CLARA COLLEGE | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (12) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | HOLDINGS | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| BRONCO BENCH FOUNDATION | |
| C | 1554943 |
| JESUIT SCHOOL OF THEOLOGY AT SANTA CLARA | |
| D | 2954231 |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART V, LINE 2C: | ReturnReference |
| Explanation | THE GRANT RECEIVED FROM THE BRONCO BENCH FOUNDATION WAS DETERMINED AND APPROVED BY THE FOUNDATION'S GOVERNING BODY. | Explanation |