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UNIVERSITY OF SAN FRANCISCO: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF SAN FRANCISCO (EIN 94-1156628)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-04-14
IRS object ID
202631049349300143
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-14T14:35:44+00:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 Seaport BoulevardAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102150ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156628EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of San FranciscoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone4154225540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12130 Fulton StreetAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941171080ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStacy E DaherPersonNm
Person TitleInterim VP and CFOPersonTitleTxt
Phone4154225540PhoneNum
Signature2026-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErica McReynoldsPreparerPersonNm
PTINP00977806PTIN
Phone6175305000PhoneNum
Preparation2026-04-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Salvador D AcevesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12130 Fulton StreetAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941171080ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$687,234,373GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.USFCA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1930FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSince 1855, the University of San Francisco has dedicated itself to offering a daring and dynamic liberal arts education in the Jesuit, Catholic tradition. We are committed to educating hearts and minds to cultivate the full, integral development of each person and all persons; pursuing learning as a lifelong humanizing and liberating social activity; and advancing excellence as the standard for teaching, scholarship, creative expression, and service.ActivityOrMissionDesc
Voting Members Governing Body39VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee4952TotalEmployeeCnt
Total Volunteers148TotalVolunteersCnt
Total Gross UBI$4,649,813TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$37,456,332PYContributionsGrantsAmt
CY Contributions Grants$39,827,191CYContributionsGrantsAmt
PY Program Service Revenue$497,166,036PYProgramServiceRevenueAmt
CY Program Service Revenue$486,851,010CYProgramServiceRevenueAmt
PY Investment Income$18,217,932PYInvestmentIncomeAmt
CY Investment Income$28,226,377CYInvestmentIncomeAmt
PY Other Revenue$175,673PYOtherRevenueAmt
CY Other Revenue$162,298CYOtherRevenueAmt
PY Total Revenue$553,015,973PYTotalRevenueAmt
CY Total Revenue$555,066,876CYTotalRevenueAmt
PY Grants And Similar Paid$157,901,425PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$156,019,377CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$272,834,452PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$275,536,259CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$113,289PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$189,395CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,511,121CYTotalFundraisingExpenseAmt
PY Other Expenses$157,520,634PYOtherExpensesAmt
CY Other Expenses$147,022,613CYOtherExpensesAmt
PY Total Expenses$588,369,800PYTotalExpensesAmt
CY Total Expenses$578,767,644CYTotalExpensesAmt
PY Revenues Less Expenses-$35,353,827PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$23,700,768CYRevenuesLessExpensesAmt
Total Assets BOY$1,410,513,707TotalAssetsBOYAmt
Total Assets EOY$1,399,476,202TotalAssetsEOYAmt
Total Liabilities BOY$396,775,759TotalLiabilitiesBOYAmt
Total Liabilities EOY$392,294,392TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,013,737,948NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,007,181,810NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF SAN FRANCISCO IS A PRIVATE JESUIT UNIVERSITY THAT PROVIDES HIGHER EDUCATION WITH A GLOBAL PERSPECTIVE TO EDUCATE LEADERS WHO WILL FASHION A MORE HUMANE AND JUST WORLD. THE UNIVERSITY PROVIDES HOUSING AND OTHER AUXILIARY SERVICES FOR ITS STUDENTS; THESE SERVICES ARE DIRECTLY RELATED TO THE EXEMPT PURPOSE OF THE UNIVERSITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$257,273,480ExpenseAmt
Grant$156,019,377GrantAmt
Revenue$4,966,589RevenueAmt
DescSTUDENT SERVICES AND LIBRARIES: INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' INTELLECTUAL, CULTURAL, and SOCIAL DEVELOPMENT; to their EMOTIONAL AND PHYSICAL WELL BEING; AND INTERCOLLEGIATE ATHLETIC PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$183,243,212ExpenseAmt
Revenue$438,069,593RevenueAmt
DescEDUCATION: THE UNIVERSITY (through its approximately 1,374 faculty and staff members) PROVIDES ACADEMIC PROGRAMS, ASSOCIATED RESEARCH, AND SERVICES DEDICATED TO SCHOLARSHIP AND THE JESUIT CATHOLIC TRADITION TO APPROXIMATELY 8,791 STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$38,097,622ExpenseAmt
Revenue$43,814,306RevenueAmt
DescAUXILIARY SERVICES: INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATION OF RESIDENCE HALLS, DINING SERVICES, STUDENT HEALTH SERVICES, faculty retreats, departmental meetings, and other events.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,804,165ExpenseAmt
Revenue$522RevenueAmt
DescOther Program Services include SPONSORED RESEARCH and EXPENDITURES FOR RESEARCH AND TRAINING. Per the instructions for Part III, Lines 4(a) - (d), charitable contributions and grants reported on Part VIII, line 1, are not considered revenue derived from program services.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,804,165TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$522TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$483,418,479TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document548IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4952EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryRPForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members39GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stacy E Daher Interim VP and Chief Financial OfficerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4154225540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12130 FULTON STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941171080ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Rev Fitzgerald SJ
President40.00.0Yes (X)Yes (X)$0$0$0
Dr Miner
Board Member3.00.0Yes (X)$0$0$0
Dr Song
Board Member3.00.0Yes (X)$0$0$0
Mr Allanson
Board Member3.00.0Yes (X)$0$0$0
Mr Boland
Chair3.00.0Yes (X)$0$0$0
Mr Buell
Board Member3.00.0Yes (X)$0$0$0
Mr Diez
Board Member3.00.0Yes (X)$0$0$0
Mr Giraudo
Board Member3.00.0Yes (X)$0$0$0
Mr Malloy
Board Member3.00.0Yes (X)$0$0$0
Mr Myers
Board Member3.00.0Yes (X)$0$0$0
Mr Pena
Board Member3.00.0Yes (X)$0$0$0
Mr Porter
Board Member3.00.0Yes (X)$0$0$0
Mr Sangiacomo
Board Member3.00.0Yes (X)$0$0$0
Mr Schrader
Board Member3.00.0Yes (X)$0$0$0
Mr Scott
Board Member3.00.0Yes (X)$0$0$0
Mr Seiwald
Board Member3.00.0Yes (X)$0$0$0
Mr Shah
Board Member3.00.0Yes (X)$0$0$0
Mr Silk
Board Member3.00.0Yes (X)$0$0$0
Mr Simon
Board Member3.00.0Yes (X)$0$0$0
Mr Skrip
Board Member3.00.0Yes (X)$0$0$0
Mr Smith
Board Member3.00.0Yes (X)$0$0$0
Mr Swig
Board Member3.00.0Yes (X)$0$0$0
Mr Tay
Board Member3.00.0Yes (X)$0$0$0
Ms Calandra
Board Member3.00.0Yes (X)$0$0$0
Ms Cheng
Board Member3.00.0Yes (X)$0$0$0
Ms DaSilva
Board Member3.00.0Yes (X)$0$0$0
Ms Del Santo
Vice Chair3.00.0Yes (X)$0$0$0
Ms Doherty-Simor
Board Member3.00.0Yes (X)$0$0$0
Ms Kelly
Board Member3.00.0Yes (X)$0$0$0
Ms Martin
Board Member3.00.0Yes (X)$0$0$0
Ms McCusker
Board Member3.00.0Yes (X)$0$0$0
Ms McGrath
Board Member3.00.0Yes (X)$0$0$0
Ms Miller Azcarate
Board Member3.00.0Yes (X)$0$0$0
Ms Nichols
Board Member3.00.0Yes (X)$0$0$0
Ms Rose
Board Member3.00.0Yes (X)$0$0$0
Ms Thacher
Board Member3.00.0Yes (X)$0$0$0
Ms Velasquez
Board Member3.00.0Yes (X)$0$0$0
Ms Wu
Board Member3.00.0Yes (X)$0$0$0
Rev Calderon SJ
Board Member3.00.0Yes (X)$0$0$0
Rev Connell SJ
Board Member3.00.0Yes (X)$0$0$0
Rev Engh SJ
Board Member3.00.0Yes (X)$0$0$0
Rev Fitzgibbons SJ
Board Member3.00.0Yes (X)$0$0$0
Rev Garanzini SJ
Board Member3.00.0Yes (X)$0$0$0
Rev Garavel SJ
Board Member3.00.0Yes (X)$0$0$0
Rev Lee SJ
Board Member3.00.0Yes (X)$0$0$0
Dr Fung
VP Academic Affairs and Provost40.00.0Yes (X)$502,131$0$47,804
Dr Gary
VP, Student Life40.00.0Yes (X)$202,880$0$38,835
Dr Groves
VP, Strategic Enrollment Management (Position Commenced 4/15/2025)40.00.0Yes (X)$0$0$0
Mr Bawa
VP Info Tech, Chief Information Officer40.00.0Yes (X)$382,183$0$81,186
Mr Cross
VP Business and Finance40.00.0Yes (X)$1,323,082$0$58,000
Ms Burke
Interim VP, Development40.00.0Yes (X)$250,345$0$37,345
Ms Davis
Acting Senior VP and General Counsel40.00.0Yes (X)$1,416,893$0$82,567
Ms McClenahan
VP Development40.00.0Yes (X)$224,802$0$50,391
Ms Orio
VP, Operations40.00.0Yes (X)$284,399$0$87,149
Ms Ryder
VP Marketing Communications40.00.0Yes (X)$288,166$0$47,011
Dr Fry-Bowers
Dean, School of Nursing and Health Professions40.00.0$283,251$0$50,411Yes (X)
Dr Paris
Interim Dean, College of Arts and Sciences40.00.0$290,961$0$40,656Yes (X)
Mr London
Associate VP Facilities Management40.00.0$340,674$0$56,511Yes (X)
Dr Chincarini
Professor40.00.0$337,416$0$32,205Yes (X)
Dr Erhemjamts
Dean, School of Management40.00.0$365,114$0$64,698Yes (X)
Dr Leo
Professor40.00.0$316,978$0$50,450Yes (X)
Mr Gerlufsen
Head Men's Basketball Coach40.00.0$977,505$0$54,882Yes (X)
Mr Williams
Athletic Director40.00.0$437,535$0$70,933Yes (X)
Dr Camperi
Professor and Former Dean, Arts and Sciences40.00.0$180,099$0$37,010Yes (X)
Dr Oparah
Professor and Former VP Academic Affairs and Provost40.00.0$439,613$0$59,749Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,844,027TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,047,793TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K779IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Crown Building Maintenance
868 Folsom StreetSan FranciscoCA941071123Building Maintenance$8,295,906
Cahill Contractors LLC
425 California StSan FranciscoCA941042102Construction$2,698,755Ste 2200
HR Options Inc
1401 Willow Pass RdConcordCA945207934Professional Employer Organization$2,592,362Ste 820
Skyline Commercial Interiors Inc
505 Sansome StreetSan FranciscoCA941113108Construction$2,192,4697th Floor
Ellucian Company LP
2003 Edmund Halley DrRestonVA201911108IT Consulting$1,392,751Ste 500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K95CntrctRcvdGreaterThan100KCnt
Fundraising$273,656FundraisingAmt
Government Grants$8,867,139GovernmentGrantsAmt
All Other Contributions$30,686,396AllOtherContributionsAmt
Noncash Contributions$1,040,310NoncashContributionsAmt
Total Contributions$39,827,191TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and Fees611600$430,265,915$430,265,915$0$0
Housing and Auxiliary611600$54,458,130$52,167,714$2,290,416$0
Fitness Center Dues713940$2,126,965$0$1,984,891$142,074

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$486,851,010TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,256,806TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$374,506UnrelatedBusinessRevenueAmt
Exclusion$6,882,300ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,962TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,962ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$546,658RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$327,615RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$219,043RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$219,043TotalRevenueColumnAmt
Exclusion$219,043ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$152,283,738SecuritiesAmt
Other$130,717OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$131,168,841SecuritiesAmt
Other$276,043OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,114,897SecuritiesAmt
Other-$145,326OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,969,571TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,969,571ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$333,291FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$273,656ContriRptFundraisingEventAmt
Fundraising Direct Expenses$394,998FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$61,707TotalRevenueColumnAmt
Exclusion-$61,707ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$555,066,876TotalRevenueColumnAmt
Related Or Exempt Func Income$482,433,629RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,649,813UnrelatedBusinessRevenueAmt
Exclusion$28,156,243ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$156,019,377TotalAmt
Program Services$156,019,377ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,175,349TotalAmt
Program Services$3,986,257ProgramServicesAmt
Management And General$4,898,903ManagementAndGeneralAmt
Fundraising$290,189FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$871,131TotalAmt
Program Services$217,109ProgramServicesAmt
Management And General$654,022ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$164,076,394TotalAmt
Program Services$135,046,255ProgramServicesAmt
Management And General$23,112,497ManagementAndGeneralAmt
Fundraising$5,917,642FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$16,038,303TotalAmt
Program Services$12,089,132ProgramServicesAmt
Management And General$3,353,757ManagementAndGeneralAmt
Fundraising$595,414FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$71,478,144TotalAmt
Program Services$53,856,499ProgramServicesAmt
Management And General$14,969,195ManagementAndGeneralAmt
Fundraising$2,652,450FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,896,938TotalAmt
Program Services$10,388,348ProgramServicesAmt
Management And General$2,996,944ManagementAndGeneralAmt
Fundraising$511,646FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,074,822TotalAmt
Program Services$134,704ProgramServicesAmt
Management And General$899,335ManagementAndGeneralAmt
Fundraising$40,783FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,279,761TotalAmt
Program Services$341,185ProgramServicesAmt
Management And General$3,835,921ManagementAndGeneralAmt
Fundraising$102,655FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$683,380TotalAmt
Program Services$0ProgramServicesAmt
Management And General$683,380ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$65,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$65,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$189,395TotalAmt
Fundraising$189,395FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$377,500TotalAmt
Program Services$0ProgramServicesAmt
Management And General$377,500ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,458,896TotalAmt
Program Services$20,361,796ProgramServicesAmt
Management And General$2,823,644ManagementAndGeneralAmt
Fundraising$273,456FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,419,263TotalAmt
Program Services$2,998,327ProgramServicesAmt
Management And General$336,060ManagementAndGeneralAmt
Fundraising$84,876FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,465,640TotalAmt
Program Services$5,920,204ProgramServicesAmt
Management And General$3,170,425ManagementAndGeneralAmt
Fundraising$375,011FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,503,235TotalAmt
Program Services$4,674,673ProgramServicesAmt
Management And General$7,828,562ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,153,845TotalAmt
Program Services$23,959,887ProgramServicesAmt
Management And General$193,958ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,364,534TotalAmt
Program Services$12,130,250ProgramServicesAmt
Management And General$935,488ManagementAndGeneralAmt
Fundraising$298,796FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,788,601TotalAmt
Program Services$952,381ProgramServicesAmt
Management And General$119,095ManagementAndGeneralAmt
Fundraising$717,125FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,620,523TotalAmt
Program Services$12,014,183ProgramServicesAmt
Management And General$606,340ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,365,729TotalAmt
Program Services$26,084,984ProgramServicesAmt
Management And General$2,280,745ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,471,371TotalAmt
Program Services$89,439ProgramServicesAmt
Management And General$4,378,232ManagementAndGeneralAmt
Fundraising$3,700FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bad Debt and Other Expenses$3,003,975$177,240$2,825,828$907
Dues & Subscriptions$2,820,581$1,976,249$659,174$185,158
General Expenses$1,105,957$0$834,039$271,918

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$578,767,644TotalAmt
Program Services$483,418,479ProgramServicesAmt
Management And General$82,838,044ManagementAndGeneralAmt
Fundraising$12,511,121FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,552,825BOYAmt
EOY$19,066,515EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,422,781BOYAmt
EOY$36,907,824EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,780,511BOYAmt
EOY$12,073,488EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$16,286,348BOYAmt
EOY$6,763,020EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,581,703BOYAmt
EOY$8,111,646EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,063,044,544LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$361,637,020LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$711,674,461BOYAmt
EOY$701,407,524EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$232,417,227BOYAmt
EOY$250,883,551EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$360,364,407BOYAmt
EOY$359,566,221EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,433,444BOYAmt
EOY$4,696,413EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,410,513,707BOYAmt
EOY$1,399,476,202EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$50,857,089BOYAmt
EOY$52,726,347EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$24,337,751BOYAmt
EOY$26,568,428EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$240,118,070BOYAmt
EOY$235,941,603EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$66,718,639BOYAmt
EOY$63,385,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,744,210BOYAmt
EOY$13,672,514EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$396,775,759BOYAmt
EOY$392,294,392EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$520,379,123BOYAmt
EOY$493,497,172EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$493,358,825BOYAmt
EOY$513,684,638EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,013,737,948BOYAmt
EOY$1,007,181,810EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,410,513,707BOYAmt
EOY$1,399,476,202EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$23,700,768ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$17,144,630NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,379,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,002,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,311,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,456,332CurrentTaxYearMinus1YearAmt
Current Tax Year$39,827,191CurrentTaxYearAmt
Total$254,977,744TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,379,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,002,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,311,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,456,332CurrentTaxYearMinus1YearAmt
Current Tax Year$39,827,191CurrentTaxYearAmt
Total$254,977,744TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$33,619,339SubstantialContributorsTotAmt
Public Support Total170$221,358,405PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,356,227CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,692,420CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,817,297CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,260,649CurrentTaxYearMinus1YearAmt
Current Tax Year$7,433,920CurrentTaxYearAmt
Total$33,560,513TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$288,538,257TotalSupportAmt
Gross Receipts Rltd Activities$2,378,790,246GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76717PublicSupportCY170Pct
Public Support PY1700.77618PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$65,000OtherActivitiesAmt
Total Lobbying Expenditures$65,000TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY OF SAN FRANCISCO CONTRACTS WITH New Deal Advisers TO PROVIDE CONSULTING SERVICES. IN ITS CAPACITY AS A CONSULTANT, New Deal Advisers ASSISTS THE UNIVERSITY IN PURSUING ITS BUSINESS AND GOVERNMENT AFFAIRS OBJECTIVES BY PLANNING FOR ORGANIZATIONAL AND INSTITUTIONAL DEVELOPMENT and FUNDING OBJECTIVES, DEVELOPING AND IMPLEMENTING STRATEGIC PLANS, AND EXPANDING ITS GOVERNMENT OUTREACH ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$563,633,000BeginningYearBalanceAmt
Contributions$5,185,000ContributionsAmt
Investment Earnings Or Losses$43,854,010InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,420,327GrantsOrScholarshipsAmt
Other Expenditures$9,198,673OtherExpendituresAmt
Administrative Expenses$2,204,010AdministrativeExpensesAmt
End Year Balance$587,849,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$504,097,000BeginningYearBalanceAmt
Contributions$11,684,000ContributionsAmt
Investment Earnings Or Losses$71,429,667InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,651,924GrantsOrScholarshipsAmt
Other Expenditures$8,745,076OtherExpendituresAmt
Administrative Expenses$2,180,667AdministrativeExpensesAmt
End Year Balance$563,633,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$496,678,000BeginningYearBalanceAmt
Contributions$16,748,000ContributionsAmt
Investment Earnings Or Losses$14,642,615InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,251,412GrantsOrScholarshipsAmt
Other Expenditures$8,971,588OtherExpendituresAmt
Administrative Expenses$1,748,615AdministrativeExpensesAmt
End Year Balance$504,097,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$574,955,000BeginningYearBalanceAmt
Contributions$21,524,000ContributionsAmt
Investment Earnings Or Losses-$78,865,212InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,352,592GrantsOrScholarshipsAmt
Other Expenditures$7,773,408OtherExpendituresAmt
Administrative Expenses$1,809,788AdministrativeExpensesAmt
End Year Balance$496,678,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$412,803,000BeginningYearBalanceAmt
Contributions$9,232,000ContributionsAmt
Investment Earnings Or Losses$171,587,784InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,735,402GrantsOrScholarshipsAmt
Other Expenditures$7,353,598OtherExpendituresAmt
Administrative Expenses$1,578,784AdministrativeExpensesAmt
End Year Balance$574,955,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.23BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.42PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.35TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$30,172,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$94,849,670OtherCostOrOtherBasisAmt
Book Value$125,021,670BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$813,650,289OtherCostOrOtherBasisAmt
Depreciation$293,635,534DepreciationAmt
Book Value$520,014,755BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,131,310OtherCostOrOtherBasisAmt
Depreciation$20,720,186DepreciationAmt
Book Value$13,411,124BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,241,275OtherCostOrOtherBasisAmt
Depreciation$47,281,300DepreciationAmt
Book Value$42,959,975BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$701,407,524TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Equity Funds - Alternative$110,945,170F
Hedge & Other Funds$83,045,183F
Private Capital$148,730,340F
Real Asset Funds$16,845,528F
FieldValueIRS element (for citing)
Total Book Value Securities$359,566,221TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Federal Income Taxes
Federal Student Loans Refundable$3,423,710
Interest Rate Swap Agreements$2,514,232
Liability Under Split Interest Agreement$2,653,690
Lease Liability$5,080,882
FieldValueIRS element (for citing)
Total Liability$13,672,514TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$416,915,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$17,144,630NetUnrealizedGainsInvstAmt
Other Revenue$258OtherRevenueAmt
Revenue Not Reported$17,144,888RevenueNotReportedAmt
Revenue Subtotal$399,770,112RevenueSubtotalAmt
Other Revenues Not Included$155,296,764OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$155,296,764RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$555,066,876TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$423,471,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$120OtherExpensesIncludedAmt
Expenses Not Reported$120ExpensesNotReportedAmt
Expenses Subtotal$423,470,880ExpensesSubtotalAmt
Other Expenses Not Included$155,296,764OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$155,296,764ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$578,767,644TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteThe University's collections are made up of rare books, artwork, and artifacts of historical significance that are held for educational, research, and curatorial purposes. The collections, which have been acquired through purchases and contributions since the University's inception, are not recognized as assets in the accompanying consolidated statements of financial position. Proceeds from deaccessioned collection items are used to acquire new items for the collection or for the direct care of the collection, ensuring the collection is protected, kept unencumbered, cared for, and preserved.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE UNIVERSITY OF SAN FRANCISCO MAINTAINS AND SERVICES A COLLECTION OF RARE BOOKS, ARTWORKS, AND ARTIFACTS OF HISTORICAL SIGNIFICANCE, WHICH ARE MADE AVAILABLE TO THE UNIVERSITY COMMUNITY, ITS constituents, ACADEMIC SCHOLARS, AND THE GENERAL PUBLIC. THE COLLECTIONS ARE USED TO ENHANCE TEACHING, SUPPORT RESEARCH, AND PROVIDE PUBLIC SERVICE.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE University's ENDOWMENT PROVIDES A RELATIVELY PREDICTABLE, STABLE AND CONSISTENT INVESTMENT RETURN SUFFICIENT TO FUND A VARIETY OF OPERATIONAL NEEDS, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, FACULTY CHAIRS, ACADEMIC PROGRAMS, LIBRARIES, OTHER ENDOWMENT PROGRAMS, AND GENERAL OPERATIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Other Adjustments - 258
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFinancial Aid to Students - XXX-XX-XXXX Fundraising Direct Expenses - -394998 Rental Expenses - -327615
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Other Adjustments - 120
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFinancial Aid to Students - XXX-XX-XXXX Fundraising Direct Expenses - -394998 Rental Expenses - -327615

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTHE UNIVERSITY OF SAN FRANCISCO PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE UNIVERSITY'S primary publicly accessible Internet WEBSITE at https://myusf.usfca.edu/human-resources/policies-procedures/non-discrimination-policy. Because the policy is not specifically displayed on the homepage of the website (www.usfca.edu) in accordance with REVENUE PROCEDURE 2019-22, question 3 is marked "no." However, USF meets the requirements of sections 4.01 through 4.05 of Revenue Procedure 75-50, covering racial nondiscrimination, because it draws a substantial percentage of its students nationwide and worldwide from large geographic sections, enrolls students of racial minority groups in meaningful numbers, and follows a racially nondiscriminatory policy as to students. In fact, in its 2024 rankings, U.S. News lists the University of San Francisco as being tied as the most diverse national university in the United States.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe university receives title IV funding as well as grants from various governmental agencies.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$107,832,069
Europe (Including Iceland and Greenland)00Investments$4,812,885
Europe (Including Iceland and Greenland)00Program Services$265,544Study Abroad
East Asia and the Pacific00Program Services$8,698Study Abroad
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$112,919,196SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$112,919,196TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual
Schedule F, Part V ACCOUNTING METHODTHE ACCOUNTING METHOD USED IS THE ACCRUAL METHOD OF ACCOUNTING.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
GiveCampus Inc
99 M St Ste 233WashingtonDC200033799Crowdfunding Platformfalse$1,337,068$73,145$1,263,923
Marts and Lundy Inc
160 Chubb Ave Ste 303LyndhurstNJ070713680Fundraising Consultantfalse$27,005,007$40,419$26,964,588
Wilson-Bennett Technology Inc
PO Box 717CabotAR720230717Phonathonfalse$29,480$75,831-$46,351
FieldValueIRS element (for citing)
Total Gross Receipts$28,371,555TotalGrossReceiptsAmt
Total Retained By Contractors$189,395TotalRetainedByContractorsAmt
Total Net To Organization$28,182,160TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1McCarthy Ctr GalaEvent1Nm
Gross Receipts Event1$340,875GrossReceiptsEvent1Amt
Charitable Contri Event1$245,472CharitableContriEvent1Amt
Gross Revenue Event1$95,403GrossRevenueEvent1Amt
Cash Prizes Event1$324CashPrizesEvent1Amt
Non Cash Prizes Event1$1,188NonCashPrizesEvent1Amt
Rent Facility Costs Event1$69,090RentFacilityCostsEvent1Amt
Food And Beverage Event1$75,014FoodAndBeverageEvent1Amt
Entertainment Event1$4,400EntertainmentEvent1Amt
Other Direct Expenses Event1$38,898OtherDirectExpensesEvent1Amt
Event2Swanson Golf TournamentEvent2Nm
Gross Receipts Event2$207,267GrossReceiptsEvent2Amt
Charitable Contri Event2$360CharitableContriEvent2Amt
Gross Revenue Event2$206,907GrossRevenueEvent2Amt
Cash Prizes Event2$4,000CashPrizesEvent2Amt
Non Cash Prizes Event2$26,006NonCashPrizesEvent2Amt
Rent Facility Costs Event2$57,324RentFacilityCostsEvent2Amt
Food And Beverage Event2$40,908FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$2,069OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$58,805GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$27,824CharitableContriOtherEventsAmt
Gross Revenue Other Events$30,981GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$20,552RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$37,363FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$17,862OthDirectExpnssOtherEventsAmt
Gross Receipts Total$606,947GrossReceiptsTotalAmt
Charitable Contributions Tot$273,656CharitableContributionsTotAmt
Gross Revenue Total Events$333,291GrossRevenueTotalEventsAmt
Cash Prizes Total Events$4,324CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$27,194NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$146,966RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$153,285FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$58,829OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$394,998DirectExpenseSummaryEventsAmt
Net Income Summary-$61,707NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FSEOG Program320$1,032,000
Federal Work-Study Program420$1,587,000
Pell Grants1804$10,666,000
TEACH Grants18$57,000
USF Financial Aid6690$142,007,377
Health Professions Students Aid27$670,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY OF SAN FRANCISCO is not a grantmaking organization per se in that its fundamental mission and purpose for tax-exempt status relates to education. However, in the course of its mission-related activities, the University does make payments that meet the definition of "grantmaking" as defined by the instructions to Schedule I of IRS Form 990. These payments fall into two categories: (1) Student Financial Aid - the University OFFERS STUDENT FINANCIAL AID IN THE FORM OF SCHOLARSHIPS, GRANTS, LOANS, AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID IS PROVIDED BY: THE UNIVERSITY; FEDERAL AND STATE GOVERNMENTS; SOCIAL, FRATERNAL, PROFESSIONAL, AND COMMUNITY ORGANIZATIONS; EMPLOYERS, BOTH PRESENT AND PROSPECTIVE; AND FRIENDS AND GRADUATES OF THE UNIVERSITY OF SAN FRANCISCO. The University's Financial Aid is awarded to students who demonstrate eligibility based on financial need, compete in intercollegiate athletics, demonstrate academic merit, or commit time and skills after graduation to the U.S. Armed Forces. Students and their parents complete extensive application materials, submit tax returns and other documents to support their claim for financial assistance. The Office of Financial Aid determines students' eligibility for need-based aid. Various academic departments determine eligibility for merit-based aid; (2) Charitable Contributions - charitable contributions are made in accordance with University policy and all applicable laws and regulations.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Oparah
Professor and Former VP Academic Affairs and Provost$437,570$0$0$0$2,043$0$38,028$0$21,721$0$499,362$0$0$0
Mr Bawa
VP Info Tech, Chief Information Officer$364,489$0$0$0$17,694$0$38,028$0$43,158$0$463,369$0$0$0
Ms Burke
Interim VP, Development$232,651$0$0$0$17,694$0$24,568$0$12,777$0$287,690$0$0$0
Mr Cross
VP Business and Finance$512,020$0$0$0$811,062$0$38,028$0$19,972$0$1,381,082$0$0$0
Ms Davis
Acting Senior VP and General Counsel$537,280$0$0$0$879,613$0$38,028$0$44,539$0$1,499,460$0$0$0
Dr Fung
VP Academic Affairs and Provost$477,222$0$0$0$24,909$0$38,028$0$9,776$0$549,935$0$0$0
Dr Gary
VP, Student Life$202,613$0$0$0$267$0$20,440$0$18,395$0$241,715$0$0$0
Ms McClenahan
VP Development$190,187$0$0$0$34,615$0$20,460$0$29,931$0$275,193$0$0$0
Ms Orio
VP, Operations$277,988$0$0$0$6,411$0$29,999$0$57,150$0$371,548$0$0$0
Ms Ryder
VP Marketing Communications$263,830$0$0$0$24,336$0$28,887$0$18,124$0$335,177$0$0$0
Dr Camperi
Professor and Former Dean, Arts and Sciences$179,065$0$0$0$1,034$0$18,313$0$18,697$0$217,109$0$0$0
Dr Fry-Bowers
Dean, School of Nursing and Health Professions$282,039$0$0$0$1,212$0$30,812$0$19,599$0$333,662$0$0$0
Mr London
Associate VP Facilities Management$331,677$0$0$0$8,997$0$37,167$0$19,344$0$397,185$0$0$0
Dr Paris
Interim Dean, College of Arts and Sciences$290,155$0$0$0$806$0$21,393$0$19,263$0$331,617$0$0$0
Dr Chincarini
Professor$336,459$0$0$0$957$0$24,913$0$7,292$0$369,621$0$0$0
Dr Erhemjamts
Dean, School of Management$364,218$0$0$0$896$0$38,028$0$26,670$0$429,812$0$0$0
Mr Gerlufsen
Head Men's Basketball Coach$836,510$0$55,000$0$85,995$0$38,028$0$16,854$0$1,032,387$0$0$0
Dr Leo
Professor$315,490$0$0$0$1,488$0$30,521$0$19,929$0$367,428$0$0$0
Mr Williams
Athletic Director$374,209$0$52,517$0$10,809$0$38,028$0$32,905$0$508,468$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelSome University Athletic teams utilized charter air travel during the 2024-25 seasons; in some cases, athletic coaches and personnel listed on Part VII, Section A, Line 1a also traveled with the athletic teams via chartered planes in order to discharge their required job responsibilities.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe VP for Marketing and Communications, the VP for Academic Affairs and Provost, and the Head Men's Basketball Coach all received a housing allowance. These amounts were REPORTED AS TAXABLE INCOME ON THE INDIVIDUALS' IRS FORMs W-2 AND are INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). THE VP for Operations received University-PROVIDED HOUSING, THE FAIR MARKET VALUE OF WHICH IS INCLUDED ON SCHEDULE J, PART II, COLUMN D.
Schedule J, Part I, Line 1a Personal servicesAs part of the University's Financial Advisor Reimbursement Program, any benefits-eligible faculty or staff member may request to be reimbursed up to $200 per calendar year for consulting services from a financial advisor of their choice. The VP of Academic Affairs and Provost elected to participate in the program and received $200 for financial advisory services. The amount was reported as taxable income on the individual's IRS Form W-2 and is included on Schedule J, Part II, Column B(iii).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planAMOUNTS under Part II, Line 1 and Line 2, Column B(iii), Other Reportable Compensation, INCLUDE WAGES PAID PLUS ADDITIONAL COMPENSATION FOR MR. CROSS AND MS. DAVIS WHO IN 2024 WERE ELIGIBLE UNDER COMPENSATION ARRANGEMENTS RELATED TO CONTINUING SERVICES.
Schedule J, Part I, Line 7 Non-fixed paymentsTHE UNIVERSITY HAS A PERFORMANCE-BASED BONUS PROGRAM TO RECOGNIZE EXTRAORDINARY ACHIEVEMENT. PRIOR TO PAYMENT, ALL PERFORMANCE-BASED BONUSES ARE APPROVED BY THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES WHICH HAS BEEN DELEGATED APPROPRIATE AUTHORITY BY THE FULL BOARD OF TRUSTEES TO ACT ON ITS BEHALF WITH RESPECT TO ALL MATTERS OF COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
California Educational Facilities Authority
A5217055922017-04-03$75,000,000Current Refunding of Bondsfalsefalsefalse
California Educational Facilities Authority
B5217055922017-12-01$31,310,000Current Refunding of Bondsfalsefalsefalse
California Educational Facilities Authority
C5217055922018-11-21$140,000,000Capital improvementsfalsefalsefalse
California Educational Facilities Authority
D5217055922018-11-21$35,880,000Current refunding of bondsfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmt
A$75,000,000$402,715$74,597,2852017Yes (true)falseYes (true)Yes (true)
B$31,310,000$355,311$30,954,6892017Yes (true)falseYes (true)Yes (true)
C$159,400,853$1,151,0952021falsefalseYes (true)Yes (true)$716,442$149,366,495
D$35,880,000$299,878$35,580,1222018falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalsefalsefalse0.00.00falsefalse0falseYes (true)
Bfalsefalsefalsefalsefalsefalse0.00.00falsefalse0falseYes (true)
Cfalsefalsefalsefalsefalsefalse0.00.00falsefalse0falseYes (true)
Dfalsefalsefalsefalsefalsefalse0.00.00falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Bank of America
AfalsefalsefalseYes (true)Yes (true)Yes (true)18.5falsefalsefalse0falsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
(no name)
CfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
(no name)
DfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 1 FORM 8030-TTHE UNIVERSITY HAS DETERMINED THAT NONE OF THE BOND ISSUES SHOWN IN LINES A, B, C, or D OF PART I (COLUMNS A, B, C and D OF THIS PART IV) HAVE GENERATED AN ARBITRAGE REBATE LIABILITY FOR WHICH the filing of a FORM 8038-T WOULD OTHERWISE BE REQUIRED.
Schedule K, Part I, Column (c) C - CUSIPS for Multiple MaturitiesMATURITY 2037, PRINCIPAL AMOUNT $3,615,000, CUSIP NO. 130179RF3 MATURITY 2038, PRINCIPAL AMOUNT $3,800,000, CUSIP NO. 130179RG1 MATURITY 2039, PRINCIPAL AMOUNT $3,975,000, CUSIP NO. 130179RH9 MATURITY 2055, PRINCIPAL AMOUNT $17,180,000, CUSIP NO. 130179RM8 MATURITY 2058, PRINCIPAL AMOUNT $29,225,000, CUSIP NO. 130179RN6 $17,950,000 TERM BOND DUE OCTOBER 1, 2043, CUSIP NO. 130179RJ5 $28,135,000 TERM BOND DUE OCTOBER 1, 2048, CUSIP NO. 130179RK2 $36,120,000 TERM BOND DUE OCTOBER 1, 2053, CUSIP NO. 130179RL0
Schedule K, Part I, Column (c) D - CUSIPS for Multiple MaturitiesMATURITY 2019, PRINCIPAL AMOUNT $1,690,000, CUSIP NO. 130179RP1 MATURITY 2020, PRINCIPAL AMOUNT $1,670,000, CUSIP NO. 130179RQ9 MATURITY 2021, PRINCIPAL AMOUNT $655,000, CUSIP NO. 130179RR7 MATURITY 2022, PRINCIPAL AMOUNT $55,000, CUSIP NO. 130179RS5 MATURITY 2023, PRINCIPAL AMOUNT $170,000, CUSIP NO. 130179RT3 MATURITY 2024, PRINCIPAL AMOUNT $105,000, CUSIP NO. 130179RU0 MATURITY 2025, PRINCIPAL AMOUNT $150,000, CUSIP NO. 130179RV8 MATURITY 2026, PRINCIPAL AMOUNT $190,000, CUSIP NO. 130179RW6 MATURITY 2030, PRINCIPAL AMOUNT $1,095,000, CUSIP NO. 130179RX4 MATURITY 2031, PRINCIPAL AMOUNT $1,455,000, CUSIP NO. 130179RY2 MATURITY 2032, PRINCIPAL AMOUNT $1,505,000, CUSIP NO. 130179RZ9 MATURITY 2033, PRINCIPAL AMOUNT $5,405,000, CUSIP NO. 130179SA3 $21,735,000 TERM BOND DUE OCTOBER 1, 2036, CUSIP NO. 130179SB1
Schedule K, Part I Loan AmendmentIn August of 2021 the University amended its California Educational Facilities Authority Series 2017 loan (the "2017 Loan") having proceeds of $31,310,000. The amendment, which altered the 2017 Loan interest rate and repayment schedule, resulted in a deemed refunding and reissuance of the 2017 Loan; the 2017 Loan, however, continues to exist on substantially the same terms and subject to the same conditions as it did upon its initial issuance.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dennis MillerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionFamily Member of OfficerRelationshipDescriptionTxt
Transaction$154,659TransactionAmt
TransactionEmployeeTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV REVIEW BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEESFormAndLineReferenceDesc
ExplanationTHE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF ALL MATTERS OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO ANY COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR OFFICERS, DISQUALIFIED INDIVIDUALS (AS DEFINED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED), AND KEY EMPLOYEES. BECAUSE THE INDIVIDUAL LISTED IN SCHEDULE L, PART IV IS A FAMILY MEMBER OF A DISQUALIFIED PERSON, THE COMPENSATION COMMITTEE IS ALSO ACCOUNTABLE FOR SETTING THE REASONABLE COMPENSATION PACKAGE FOR THIS INDIVIDUAL. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THIS INDIVIDUAL. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THIS INDIVIDUAL. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM a multitude of sources, including INDEPENDENT EXPERTS, from time to time, which includes TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. CONTEMPORANEOUS WRITTEN MINUTES OF ALL MEETING OF THE BOARD OF TRUSTEES ARE MAINTAINED BY THE OFFICE OF THE PRESIDENT.ExplanationTxt

Schedule M IRS990ScheduleM

Intellectual Property IntellectualPropertyGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$392,142NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution23ContributionCnt
Noncash Contributions Rpt F990$473,168NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$175,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationIntellectual property - Contribution Securities - Publicly traded - Contributions Real estate - Other - Undeveloped Land ContributionExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ 4,804,165 including grants of $)(Revenue $ 522) Other Program Services include SPONSORED RESEARCH and EXPENDITURES FOR RESEARCH AND TRAINING. Per the instructions for Part III, Lines 4(a) - (d), charitable contributions and grants reported on Part VIII, line 1, are not considered revenue derived from program services.
Form 990, Part IV, Line 11f FIN 48 (ASC 740) FootnoteThe University does not maintain any uncertain tax positions; accordingly, the University's audited financial statements do not include a footnote for ASC 740 (formerly FIN 48).
Form 990, Part V, Line 4b Financial Accounts in Foreign CountriesThe University continues to maintain a bank account in the Philippines to finalize residual expenses. The University is not required to file an FBAR with respect to this account because the amounts maintained in it were below $10,000 at all times during the taxable year.
Form 990, Part VI, Line 1a Voting Members of the Governing BodyThe number of voting members listed under Part VI, Section A, Line 1a is less than the number of Trustees listed under Part VII, Section A because the Trustees begin and end terms in June. Some Trustees listed under Part VII only served for a short period of time during the current reporting fiscal year.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE ASSOCIATE VICE PRESIDENT FOR TAX COMPLIANCE, INTERNAL AUDIT, AND PAYROLL SERVICES (THE "AVP " WHO REPORTS TO THE UNIVERSITY PRESIDENT) IS RESPONSIBLE FOR OVERSEEING ALL TAX COMPLIANCE MATTERS FOR THE UNIVERSITY OF SAN FRANCISCO INCLUDING, BUT NOT LIMITED TO, THE PREPARATION OF THE UNIVERSITY'S IRS FORM 990; ACCORDINGLY, UNDER HIS DIRECTION (AND WITH THE ASSISTANCE OF THE UNIVERSITY'S EXTERNAL TAX ADVISORS AT PRICEWATERHOUSECOOPERS, LLP, THE UNIVERSITY'S IRS FORM 990 IS PREPARED BY THE SENIOR TAX ACCOUNTANT IN THE UNIVERSITY'S OFFICE OF TAX COMPLIANCE, INTERNAL AUDIT. AND PAYROLL SERVICES. THEREAFTER, THE UNIVERSITY'S IRS FORM 990 IS REVIEWED BY THE SENIOR TAX ACCOUNTANT'S SUPERVISOR, THE DIRECTOR OF TAX COMPLIANCE. NEXT. THE UNIVERSITY'S VICE PRESIDENT AND CFO AND THE AVP CONCURRENTLY REVIEW THE UNIVERSITY'S IRS FORM 990 WITH THE UNIVERSITY'S EXTERNAL TAX ADVISORS (PRICEWATERHOUSECOOPERS, LLP) WHO REVIEW IT ONE FINAL TIME BEFORE THE FULL IRS FORM 990 IS PROVIDED TO THE UNIVERSITY PRESIDENT AND THE UNIVERSITY'S AUDIT COMMITTEE OF ITS BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED APPROPRIATE AUTHORITY TO REVIEW THE RETURN ON BEHALF OF THE BOARD OF TRUSTEES. SUBSEQUENT TO ITS REVIEW. THE AUDIT COMMITTEE REPORTS BACK TO THE FULL BOARD OF TRUSTEES REGARDING ITS OVERSIGHT OF IRS FORM 990, AND THE FINAL DRAFT OF THE UNIVERSITY'S IRS FORM 990 (INCLUDING ALL REQUIRED SCHEDULES THERETO) IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES SO IT IS ABLE TO MAKE ANY APPROPRIATE INQUIRIES REGARDING THE DATA CONTAINED IN THE UNIVERSITY'S IRS FORM 990 BEFORE THE RETURN IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policyUNDER THE TERMS OF ITS CHARTER, THE AUDIT COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS of interest. PURSUANT TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT of interest, IS DISTRIBUTED TO ALL NECESSARY PARTIES (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, AND KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS of interest AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT they: (1) have RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (2) have READ THE POLICY AND UNDERSTAND SAID POLICY; AND (3) AGREE TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES FOR MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ARE REVIEWED BY THE Associate Vice President for Tax Compliance, Internal Audit, and Payroll Services (the "AVP"). THEREAFTER, THE UNIVERSITY'S GENERAL COUNSEL AND the AVP REVIEW THE COMPLETED QUESTIONNAIRES FOR ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS, AND THESE INDIVIDUALS ARE NOTIFIED VIA WRITTEN COMMUNICATION. MOREOVER, THE AVP REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS of interest TO THE University President AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPLETED QUESTIONNAIRES FOR OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES ARE REVIEWED BY THE AVP. THEREAFTER, THE UNIVERSITY'S GENERAL COUNSEL AND the AVP REVIEW THE COMPLETED QUESTIONNAIRES FOR ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS of interest, AND THESE INDIVIDUALS ARE NOTIFIED VIA WRITTEN COMMUNICATION. FURTHERMORE, THE AVP REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS of interest TO THE University President AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD OF TRUSTEES; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH they SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF ANY PROPOSED TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED (where feasible); (5) ANY CONFLICTING ISSUES ARISING DURING THE COURSE OF A BOARD OF TRUSTEES' MEETING WHICH CANNOT BE RESOLVED ARE REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR oversight of ALL executive compensation MATTERS. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO any COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE UNIVERSITY'S CEO - THE UNIVERSITY PRESIDENT. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE UNIVERSITY PRESIDENT. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THE UNIVERSITY PRESIDENT. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM a multitude of sources, including INDEPENDENT EXPERTS, from time to time, which INCLUDes TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE contemporaneously DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. Contemporaneous written minutes of all Board of Trustee meetings are maintained by the Office of the President. WHEREAS THE UNIVERSITY PRESIDENT IS A JESUIT PRIEST WHO HAS TAKEN A VOW OF POVERTY, ALL OF HIS EARNINGS ARE PAID DIRECTLY TO THE SOCIETY OF JESUS (THE JESUIT ORDER). Note however, as of August 1, 2025, the University hired its first lay person (Dr. Salvador D. Aceves) as President in the University's 170 year history.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR oversight of ALL executive compensation matters. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO ANY COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR OFFICERS (including the University President), Disqualified individuals (DEFINED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED), AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM a multitude of sources, including INDEPENDENT EXPERTS, from time to time, which INCLUDes TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE contemporaneously DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. Contemporaneous written minutes of all Board of Trustee meetings are maintained by the Office of the President.
Form 990, Part VI, Line 19 Required documents available to the publicWHILE APPLICABLE FEDERAL TAX LAWS DO NOT MANDATE THAT THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE UNIVERSITY VOLUNTARILY MAKES EACH OF THE FOREGOING AVAILABLE ON ITS WEBSITE WWW.USFCA.EDU AND UPON REQUEST.
Form 990, Part VII, Section A Compensation of Dr. GrovesDr. Groves, the VP for Strategic Enrollment Management, commenced his position on April 15, 2025. As such, he is reportable as a current officer in fiscal year 2025 and is listed on Form 990, Part VII, Section A. However, because the compensation information reported on Part VII and Schedule J relates to the 2024 calendar year, Dr. Groves does not have any reportable compensation.
Form 990, Part X, Line 7NOTES AND LOANS RECEIVABLE, NET - AS DETAILED IN Note 1 of THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, OTHER RECEIVABLES CONSIST OF FEDERAL DIRECT LOANS THAT WERE DISBURSED TO STUDENTS BUT HAVE NOT BEEN RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION, GRANTS RECEIVABLE, RENT RECEIVABLE, EMPLOYEE NOTES RECEIVABLE AND OTHER MISCELLANEOUS RECEIVABLES. THE UNIVERSITY BELIEVES THESE AMOUNTS ARE FULLY COLLECTIBLE. THE MOST SIGNIFICANT PORTION OF OTHER RECEIVABLES IS THE FEDERAL DIRECT LOAN AMOUNT.
Form 990, Part X, Line 26On November 21, 2018, the CEFA Series 2018A tax-exempt bonds were issued totaling $140,000,000. The proceeds from this bond were used for the construction of the Loan Mountain East residence hall. Simultaneously with the 2018A Bonds, the CEFA Series 2018B taxable bonds were issued totaling $35,880,000. The proceeds from this bond were used to advance refund the CEFA Series 2011 taxable fixed rate bonds, which carried a higher coupon rate.
Section 1.263(a)-3(n) Capitalization ElectionThe University hereby elects to capitalize repair and maintenance costs under Treas. Reg. Sec. 1.263(a)-3(n). The costs were incurred during the taxable year in the University's trade or business, and the University treats such costs as capital expenditures on its books and records.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtLegal Domicile StateLegalDomicileStateCd
USF MANILA INC
C/O USF 2130 FULTON STREETSAN FRANCISCOCA941171080981046690Inactive$238$4,967UNIVERSITY OF SAN FRANCISCO
Star Route Farms LLC
95 Olema Bolinas RdBolinasCA94924821997210Farming$2,290,416$9,852,681University of San FranciscoCA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Charitable Remainder Trusts (4)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCharitable TrustPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Entity TypeTrustEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part I USF Manila, Inc.FormAndLineReferenceDesc
ExplanationUSF Manila, Inc. has ceased operations and activities; the University of San Francisco continues to maintain a bank account in Manila to handle residual expenses.ExplanationTxt