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
- 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) |
|---|---|---|
| Return | 2026-04-14T14:35:44+00:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Seaport Boulevard | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of San Francisco | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4154225540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 Fulton Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941171080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacy E Daher | PersonNm |
| Person Title | Interim VP and CFO | PersonTitleTxt |
| Phone | 4154225540 | PhoneNum |
| Signature | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erica McReynolds | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2026-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Salvador D Aceves | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 Fulton Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941171080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $687,234,373 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USFCA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Since 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 Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 4952 | TotalEmployeeCnt |
| Total Volunteers | 148 | TotalVolunteersCnt |
| Total Gross UBI | $4,649,813 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,456,332 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,827,191 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $497,166,036 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $486,851,010 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,217,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,226,377 | CYInvestmentIncomeAmt |
| PY Other Revenue | $175,673 | PYOtherRevenueAmt |
| CY Other Revenue | $162,298 | CYOtherRevenueAmt |
| PY Total Revenue | $553,015,973 | PYTotalRevenueAmt |
| CY Total Revenue | $555,066,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $157,901,425 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $156,019,377 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $272,834,452 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $275,536,259 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $113,289 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $189,395 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,511,121 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $157,520,634 | PYOtherExpensesAmt |
| CY Other Expenses | $147,022,613 | CYOtherExpensesAmt |
| PY Total Expenses | $588,369,800 | PYTotalExpensesAmt |
| CY Total Expenses | $578,767,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$35,353,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,700,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,410,513,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,399,476,202 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $396,775,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $392,294,392 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,013,737,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,007,181,810 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $257,273,480 | ExpenseAmt |
| Grant | $156,019,377 | GrantAmt |
| Revenue | $4,966,589 | RevenueAmt |
| Desc | STUDENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $183,243,212 | ExpenseAmt |
| Revenue | $438,069,593 | RevenueAmt |
| Desc | EDUCATION: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,097,622 | ExpenseAmt |
| Revenue | $43,814,306 | RevenueAmt |
| Desc | AUXILIARY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,804,165 | ExpenseAmt |
| Revenue | $522 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,804,165 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $522 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $483,418,479 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 548 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4952 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | RP | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacy E Daher Interim VP and Chief Financial Officer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154225540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941171080 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Rev Fitzgerald SJ | ||||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dr Miner | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Song | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Allanson | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Boland | ||||||||||
| Chair | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Buell | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Diez | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Giraudo | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Malloy | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Myers | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Pena | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Porter | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Sangiacomo | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Schrader | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Scott | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Seiwald | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Shah | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Silk | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Simon | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Skrip | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Smith | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Swig | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Tay | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Calandra | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Cheng | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms DaSilva | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Del Santo | ||||||||||
| Vice Chair | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Doherty-Simor | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Kelly | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Martin | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms McCusker | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms McGrath | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Miller Azcarate | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Nichols | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Rose | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Thacher | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Velasquez | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Wu | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Calderon SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Connell SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Engh SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Fitzgibbons SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Garanzini SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Garavel SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Lee SJ | ||||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Fung | ||||||||||
| VP Academic Affairs and Provost | 40.0 | 0.0 | Yes (X) | $502,131 | $0 | $47,804 | ||||
| Dr Gary | ||||||||||
| VP, Student Life | 40.0 | 0.0 | Yes (X) | $202,880 | $0 | $38,835 | ||||
| Dr Groves | ||||||||||
| VP, Strategic Enrollment Management (Position Commenced 4/15/2025) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Bawa | ||||||||||
| VP Info Tech, Chief Information Officer | 40.0 | 0.0 | Yes (X) | $382,183 | $0 | $81,186 | ||||
| Mr Cross | ||||||||||
| VP Business and Finance | 40.0 | 0.0 | Yes (X) | $1,323,082 | $0 | $58,000 | ||||
| Ms Burke | ||||||||||
| Interim VP, Development | 40.0 | 0.0 | Yes (X) | $250,345 | $0 | $37,345 | ||||
| Ms Davis | ||||||||||
| Acting Senior VP and General Counsel | 40.0 | 0.0 | Yes (X) | $1,416,893 | $0 | $82,567 | ||||
| Ms McClenahan | ||||||||||
| VP Development | 40.0 | 0.0 | Yes (X) | $224,802 | $0 | $50,391 | ||||
| Ms Orio | ||||||||||
| VP, Operations | 40.0 | 0.0 | Yes (X) | $284,399 | $0 | $87,149 | ||||
| Ms Ryder | ||||||||||
| VP Marketing Communications | 40.0 | 0.0 | Yes (X) | $288,166 | $0 | $47,011 | ||||
| Dr Fry-Bowers | ||||||||||
| Dean, School of Nursing and Health Professions | 40.0 | 0.0 | $283,251 | $0 | $50,411 | Yes (X) | ||||
| Dr Paris | ||||||||||
| Interim Dean, College of Arts and Sciences | 40.0 | 0.0 | $290,961 | $0 | $40,656 | Yes (X) | ||||
| Mr London | ||||||||||
| Associate VP Facilities Management | 40.0 | 0.0 | $340,674 | $0 | $56,511 | Yes (X) | ||||
| Dr Chincarini | ||||||||||
| Professor | 40.0 | 0.0 | $337,416 | $0 | $32,205 | Yes (X) | ||||
| Dr Erhemjamts | ||||||||||
| Dean, School of Management | 40.0 | 0.0 | $365,114 | $0 | $64,698 | Yes (X) | ||||
| Dr Leo | ||||||||||
| Professor | 40.0 | 0.0 | $316,978 | $0 | $50,450 | Yes (X) | ||||
| Mr Gerlufsen | ||||||||||
| Head Men's Basketball Coach | 40.0 | 0.0 | $977,505 | $0 | $54,882 | Yes (X) | ||||
| Mr Williams | ||||||||||
| Athletic Director | 40.0 | 0.0 | $437,535 | $0 | $70,933 | Yes (X) | ||||
| Dr Camperi | ||||||||||
| Professor and Former Dean, Arts and Sciences | 40.0 | 0.0 | $180,099 | $0 | $37,010 | Yes (X) | ||||
| Dr Oparah | ||||||||||
| Professor and Former VP Academic Affairs and Provost | 40.0 | 0.0 | $439,613 | $0 | $59,749 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,844,027 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,047,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 779 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Crown Building Maintenance | ||||||
| 868 Folsom Street | San Francisco | CA | 941071123 | Building Maintenance | $8,295,906 | |
| Cahill Contractors LLC | ||||||
| 425 California St | San Francisco | CA | 941042102 | Construction | $2,698,755 | Ste 2200 |
| HR Options Inc | ||||||
| 1401 Willow Pass Rd | Concord | CA | 945207934 | Professional Employer Organization | $2,592,362 | Ste 820 |
| Skyline Commercial Interiors Inc | ||||||
| 505 Sansome Street | San Francisco | CA | 941113108 | Construction | $2,192,469 | 7th Floor |
| Ellucian Company LP | ||||||
| 2003 Edmund Halley Dr | Reston | VA | 201911108 | IT Consulting | $1,392,751 | Ste 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 95 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $273,656 | FundraisingAmt |
| Government Grants | $8,867,139 | GovernmentGrantsAmt |
| All Other Contributions | $30,686,396 | AllOtherContributionsAmt |
| Noncash Contributions | $1,040,310 | NoncashContributionsAmt |
| Total Contributions | $39,827,191 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611600 | $430,265,915 | $430,265,915 | $0 | $0 |
| Housing and Auxiliary | 611600 | $54,458,130 | $52,167,714 | $2,290,416 | $0 |
| Fitness Center Dues | 713940 | $2,126,965 | $0 | $1,984,891 | $142,074 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $486,851,010 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,256,806 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $374,506 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,882,300 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,962 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $546,658 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $327,615 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $219,043 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,043 | TotalRevenueColumnAmt |
| Exclusion | $219,043 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,283,738 | SecuritiesAmt |
| Other | $130,717 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,168,841 | SecuritiesAmt |
| Other | $276,043 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,114,897 | SecuritiesAmt |
| Other | -$145,326 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,969,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,969,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $333,291 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $273,656 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $394,998 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,707 | TotalRevenueColumnAmt |
| Exclusion | -$61,707 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $555,066,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $482,433,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,649,813 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,156,243 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,019,377 | TotalAmt |
| Program Services | $156,019,377 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,175,349 | TotalAmt |
| Program Services | $3,986,257 | ProgramServicesAmt |
| Management And General | $4,898,903 | ManagementAndGeneralAmt |
| Fundraising | $290,189 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,131 | TotalAmt |
| Program Services | $217,109 | ProgramServicesAmt |
| Management And General | $654,022 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,076,394 | TotalAmt |
| Program Services | $135,046,255 | ProgramServicesAmt |
| Management And General | $23,112,497 | ManagementAndGeneralAmt |
| Fundraising | $5,917,642 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,038,303 | TotalAmt |
| Program Services | $12,089,132 | ProgramServicesAmt |
| Management And General | $3,353,757 | ManagementAndGeneralAmt |
| Fundraising | $595,414 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,478,144 | TotalAmt |
| Program Services | $53,856,499 | ProgramServicesAmt |
| Management And General | $14,969,195 | ManagementAndGeneralAmt |
| Fundraising | $2,652,450 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,896,938 | TotalAmt |
| Program Services | $10,388,348 | ProgramServicesAmt |
| Management And General | $2,996,944 | ManagementAndGeneralAmt |
| Fundraising | $511,646 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,822 | TotalAmt |
| Program Services | $134,704 | ProgramServicesAmt |
| Management And General | $899,335 | ManagementAndGeneralAmt |
| Fundraising | $40,783 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,279,761 | TotalAmt |
| Program Services | $341,185 | ProgramServicesAmt |
| Management And General | $3,835,921 | ManagementAndGeneralAmt |
| Fundraising | $102,655 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,380 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $683,380 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $65,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,395 | TotalAmt |
| Fundraising | $189,395 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $377,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,458,896 | TotalAmt |
| Program Services | $20,361,796 | ProgramServicesAmt |
| Management And General | $2,823,644 | ManagementAndGeneralAmt |
| Fundraising | $273,456 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,419,263 | TotalAmt |
| Program Services | $2,998,327 | ProgramServicesAmt |
| Management And General | $336,060 | ManagementAndGeneralAmt |
| Fundraising | $84,876 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,465,640 | TotalAmt |
| Program Services | $5,920,204 | ProgramServicesAmt |
| Management And General | $3,170,425 | ManagementAndGeneralAmt |
| Fundraising | $375,011 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,503,235 | TotalAmt |
| Program Services | $4,674,673 | ProgramServicesAmt |
| Management And General | $7,828,562 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,153,845 | TotalAmt |
| Program Services | $23,959,887 | ProgramServicesAmt |
| Management And General | $193,958 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,364,534 | TotalAmt |
| Program Services | $12,130,250 | ProgramServicesAmt |
| Management And General | $935,488 | ManagementAndGeneralAmt |
| Fundraising | $298,796 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,788,601 | TotalAmt |
| Program Services | $952,381 | ProgramServicesAmt |
| Management And General | $119,095 | ManagementAndGeneralAmt |
| Fundraising | $717,125 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,620,523 | TotalAmt |
| Program Services | $12,014,183 | ProgramServicesAmt |
| Management And General | $606,340 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,365,729 | TotalAmt |
| Program Services | $26,084,984 | ProgramServicesAmt |
| Management And General | $2,280,745 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,471,371 | TotalAmt |
| Program Services | $89,439 | ProgramServicesAmt |
| Management And General | $4,378,232 | ManagementAndGeneralAmt |
| Fundraising | $3,700 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,767,644 | TotalAmt |
| Program Services | $483,418,479 | ProgramServicesAmt |
| Management And General | $82,838,044 | ManagementAndGeneralAmt |
| Fundraising | $12,511,121 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,552,825 | BOYAmt |
| EOY | $19,066,515 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,422,781 | BOYAmt |
| EOY | $36,907,824 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,780,511 | BOYAmt |
| EOY | $12,073,488 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,286,348 | BOYAmt |
| EOY | $6,763,020 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,581,703 | BOYAmt |
| EOY | $8,111,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,063,044,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $361,637,020 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,674,461 | BOYAmt |
| EOY | $701,407,524 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,417,227 | BOYAmt |
| EOY | $250,883,551 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,364,407 | BOYAmt |
| EOY | $359,566,221 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,433,444 | BOYAmt |
| EOY | $4,696,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,513,707 | BOYAmt |
| EOY | $1,399,476,202 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,857,089 | BOYAmt |
| EOY | $52,726,347 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,337,751 | BOYAmt |
| EOY | $26,568,428 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,118,070 | BOYAmt |
| EOY | $235,941,603 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,718,639 | BOYAmt |
| EOY | $63,385,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,744,210 | BOYAmt |
| EOY | $13,672,514 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,775,759 | BOYAmt |
| EOY | $392,294,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,379,123 | BOYAmt |
| EOY | $493,497,172 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,358,825 | BOYAmt |
| EOY | $513,684,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,737,948 | BOYAmt |
| EOY | $1,007,181,810 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,513,707 | BOYAmt |
| EOY | $1,399,476,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$23,700,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,144,630 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,379,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,002,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,311,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,456,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,827,191 | CurrentTaxYearAmt |
| Total | $254,977,744 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,379,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,002,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,311,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,456,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,827,191 | CurrentTaxYearAmt |
| Total | $254,977,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,619,339 | SubstantialContributorsTotAmt |
| Public Support Total170 | $221,358,405 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,356,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,692,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,817,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,260,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,433,920 | CurrentTaxYearAmt |
| Total | $33,560,513 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $288,538,257 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,378,790,246 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76717 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77618 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $65,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $65,000 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $563,633,000 | BeginningYearBalanceAmt |
| Contributions | $5,185,000 | ContributionsAmt |
| Investment Earnings Or Losses | $43,854,010 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,420,327 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,198,673 | OtherExpendituresAmt |
| Administrative Expenses | $2,204,010 | AdministrativeExpensesAmt |
| End Year Balance | $587,849,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,097,000 | BeginningYearBalanceAmt |
| Contributions | $11,684,000 | ContributionsAmt |
| Investment Earnings Or Losses | $71,429,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,651,924 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,745,076 | OtherExpendituresAmt |
| Administrative Expenses | $2,180,667 | AdministrativeExpensesAmt |
| End Year Balance | $563,633,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $496,678,000 | BeginningYearBalanceAmt |
| Contributions | $16,748,000 | ContributionsAmt |
| Investment Earnings Or Losses | $14,642,615 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,251,412 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,971,588 | OtherExpendituresAmt |
| Administrative Expenses | $1,748,615 | AdministrativeExpensesAmt |
| End Year Balance | $504,097,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $574,955,000 | BeginningYearBalanceAmt |
| Contributions | $21,524,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$78,865,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,352,592 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,773,408 | OtherExpendituresAmt |
| Administrative Expenses | $1,809,788 | AdministrativeExpensesAmt |
| End Year Balance | $496,678,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $412,803,000 | BeginningYearBalanceAmt |
| Contributions | $9,232,000 | ContributionsAmt |
| Investment Earnings Or Losses | $171,587,784 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,735,402 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,353,598 | OtherExpendituresAmt |
| Administrative Expenses | $1,578,784 | AdministrativeExpensesAmt |
| End Year Balance | $574,955,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $30,172,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $94,849,670 | OtherCostOrOtherBasisAmt |
| Book Value | $125,021,670 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $813,650,289 | OtherCostOrOtherBasisAmt |
| Depreciation | $293,635,534 | DepreciationAmt |
| Book Value | $520,014,755 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,131,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,720,186 | DepreciationAmt |
| Book Value | $13,411,124 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,241,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,281,300 | DepreciationAmt |
| Book Value | $42,959,975 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $701,407,524 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Equity Funds - Alternative | $110,945,170 | F |
| Hedge & Other Funds | $83,045,183 | F |
| Private Capital | $148,730,340 | F |
| Real Asset Funds | $16,845,528 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $359,566,221 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,672,514 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $416,915,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,144,630 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $258 | OtherRevenueAmt |
| Revenue Not Reported | $17,144,888 | RevenueNotReportedAmt |
| Revenue Subtotal | $399,770,112 | RevenueSubtotalAmt |
| Other Revenues Not Included | $155,296,764 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $155,296,764 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $555,066,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $423,471,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $120 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $120 | ExpensesNotReportedAmt |
| Expenses Subtotal | $423,470,880 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $155,296,764 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $155,296,764 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $578,767,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | The 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 collections | THE 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 funds | THE 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 990 | Other Adjustments - 258 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Financial 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 990 | Other Adjustments - 120 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Financial Aid to Students - XXX-XX-XXXX Fundraising Direct Expenses - -394998 Rental Expenses - -327615 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE 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 GOVERNMENT | The university receives title IV funding as well as grants from various governmental agencies. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $107,832,069 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $4,812,885 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $265,544 | Study Abroad |
| East Asia and the Pacific | 0 | 0 | Program Services | $8,698 | Study Abroad |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $112,919,196 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $112,919,196 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual |
| Schedule F, Part V ACCOUNTING METHOD | THE ACCOUNTING METHOD USED IS THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GiveCampus Inc | ||||||||
| 99 M St Ste 233 | Washington | DC | 200033799 | Crowdfunding Platform | false | $1,337,068 | $73,145 | $1,263,923 |
| Marts and Lundy Inc | ||||||||
| 160 Chubb Ave Ste 303 | Lyndhurst | NJ | 070713680 | Fundraising Consultant | false | $27,005,007 | $40,419 | $26,964,588 |
| Wilson-Bennett Technology Inc | ||||||||
| PO Box 717 | Cabot | AR | 720230717 | Phonathon | false | $29,480 | $75,831 | -$46,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $28,371,555 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $189,395 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $28,182,160 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | McCarthy Ctr Gala | Event1Nm |
| Gross Receipts Event1 | $340,875 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $245,472 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95,403 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $324 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,188 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $69,090 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $75,014 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,898 | OtherDirectExpensesEvent1Amt |
| Event2 | Swanson Golf Tournament | Event2Nm |
| Gross Receipts Event2 | $207,267 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $360 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $206,907 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $4,000 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $26,006 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $57,324 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $40,908 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,069 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $58,805 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $27,824 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,981 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,552 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $37,363 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,862 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $606,947 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $273,656 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $333,291 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,324 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $27,194 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $146,966 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $153,285 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,829 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $394,998 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$61,707 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FSEOG Program | 320 | $1,032,000 |
| Federal Work-Study Program | 420 | $1,587,000 |
| Pell Grants | 1804 | $10,666,000 |
| TEACH Grants | 18 | $57,000 |
| USF Financial Aid | 6690 | $142,007,377 |
| Health Professions Students Aid | 27 | $670,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Some 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 use | The 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 services | As 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 plan | AMOUNTS 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 payments | THE 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority | |||||||
| A | 521705592 | 2017-04-03 | $75,000,000 | Current Refunding of Bonds | false | false | false |
| California Educational Facilities Authority | |||||||
| B | 521705592 | 2017-12-01 | $31,310,000 | Current Refunding of Bonds | false | false | false |
| California Educational Facilities Authority | |||||||
| C | 521705592 | 2018-11-21 | $140,000,000 | Capital improvements | false | false | false |
| California Educational Facilities Authority | |||||||
| D | 521705592 | 2018-11-21 | $35,880,000 | Current refunding of bonds | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $75,000,000 | $402,715 | $74,597,285 | 2017 | Yes (true) | false | Yes (true) | Yes (true) | ||
| B | $31,310,000 | $355,311 | $30,954,689 | 2017 | Yes (true) | false | Yes (true) | Yes (true) | ||
| C | $159,400,853 | $1,151,095 | 2021 | false | false | Yes (true) | Yes (true) | $716,442 | $149,366,495 | |
| D | $35,880,000 | $299,878 | $35,580,122 | 2018 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0 | 0.0 | 0 | false | false | 0 | false | Yes (true) |
| B | false | false | false | false | false | false | 0.0 | 0.0 | 0 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | false | false | 0.0 | 0.0 | 0 | false | false | 0 | false | Yes (true) |
| D | false | false | false | false | false | false | 0.0 | 0.0 | 0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America | ||||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 18.5 | false | false | false | 0 | false | false | Yes (true) |
| (no name) | ||||||||||||||
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| (no name) | ||||||||||||||
| C | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| (no name) | ||||||||||||||
| D | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 1 FORM 8030-T | THE 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 Maturities | MATURITY 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 Maturities | MATURITY 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 Amendment | In 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dennis Miller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of Officer | RelationshipDescriptionTxt |
| Transaction | $154,659 | TransactionAmt |
| Transaction | Employee | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV REVIEW BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $392,142 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $473,168 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $175,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Intellectual property - Contribution Securities - Publicly traded - Contributions Real estate - Other - Undeveloped Land Contribution | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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) Footnote | The 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 Countries | The 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 Body | The 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 body | THE 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 policy | UNDER 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 official | THE 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 employees | THE 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 public | WHILE 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. Groves | Dr. 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 7 | NOTES 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 26 | On 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 Election | The 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|
| USF MANILA INC | |||||||||
| C/O USF 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | 981046690 | Inactive | $238 | $4,967 | UNIVERSITY OF SAN FRANCISCO | |
| Star Route Farms LLC | |||||||||
| 95 Olema Bolinas Rd | Bolinas | CA | 94924 | 821997210 | Farming | $2,290,416 | $9,852,681 | University of San Francisco | CA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (4) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable Trust | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part I USF Manila, Inc. | FormAndLineReferenceDesc |
| Explanation | USF 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 |