UNIVERSITY OF MASSACHUSETTS GLOBAL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MASSACHUSETTS GLOBAL (EIN 26-0152908)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-13
- IRS object ID
- 202201039349301030
- Schema version
- 2020v4.2
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T13:07:31-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260152908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANDMAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAN | BusinessNameControlTxt |
| Phone | 9493419800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16355 LAGUNA CANYON ROAD | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP DOOLITTLE | PersonNm |
| Person Title | EXEC VC CFO/TREASURER | PersonTitleTxt |
| Phone | 9493417601 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILLIP | PersonFirstNm |
| Person Last | DOOLITTLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2022-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILLIP DOOLITTLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16355 LAGUNA CANYONA ROAD | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $143,203,566 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRANDMAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING DYNAMIC EDUCATION BASED ON EXCELLENCE AND FLEXIBILITY CREATING LASTING VALUE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1895 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $375,322 | PYContributionsGrantsAmt |
| CY Contributions Grants | $136,367 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,710,951 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $142,821,394 | CYProgramServiceRevenueAmt |
| PY Investment Income | $234,665 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,353 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,973 | PYOtherRevenueAmt |
| CY Other Revenue | $235,452 | CYOtherRevenueAmt |
| PY Total Revenue | $137,344,911 | PYTotalRevenueAmt |
| CY Total Revenue | $143,203,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,624,637 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,890,599 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $74,166,778 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,957,806 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $18,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $35,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $134,361 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,559,078 | PYOtherExpensesAmt |
| CY Other Expenses | $46,000,636 | CYOtherExpensesAmt |
| PY Total Expenses | $129,368,493 | PYTotalExpensesAmt |
| CY Total Expenses | $132,884,041 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,976,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,319,525 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,023,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,038,831 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,573,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,269,118 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,450,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,769,713 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BRANDMAN UNIVERSITY'S MISSION IS TO PROVIDE STUDENTS WITH A DYNAMIC EDUCATION BASED ON EXCELLENCE AND FLEXIBILITY THAT CREATES LASTING VALUE AND RELEVANCE FOR EVOLVING CAREERS. THAT'S WHY BRANDMAN, PART OF THE CHAPMAN UNIVERSITY SYSTEM, COMBINES THE ACADEMIC EXCELLENCE OF A TRADITIONAL UNIVERSITY WITH THE FLEXIBILITY OF ONLINE EDUCATION. BRANDMAN UNDERSTANDS THE NEEDS OF WORKING ADULTS. BRANDMAN, A LEADER IN ONLINE EDUCATION FOR OVER 20 YEARS, OFFERS MULTIPLE WAYS TO LEARN, INCLUDING ONLINE, ONLINE SELF-PACED (BRANDMAN MYPATH) AND HYBRID PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,121,668 | ExpenseAmt |
| Grant | $10,890,599 | GrantAmt |
| Revenue | $142,721,691 | RevenueAmt |
| Desc | BRANDMAN UNIVERSITY'S ONLINE PROGRAMS HAVE BEEN CONSISTENTLY RECOGNIZED BY U.S. NEWS & WORLD REPORT, SINCE IT STARTED GIVING AWARDS. U.S. NEWS & WORLD REPORT AWARDS INCLUDE, BACHELORS PROGRAMS, ONLINE GRADUATE EDUCATION PROGRAMS, AND ONLINE PROGRAMS FOR VETERANS. AS A UNIVERSITY BUILT TO THE SERVE THE MILITARY IN 1958, IT'S NO WONDER THAT BRANDMAN HAS BEEN CONSISTENTLY RECEIVING THE MILITARY FRIENDLY GOLD STAR RANKING FROM VIQTORY, AN ORGANIZATION THAT CONNECTS THE MILITARY COMMUNITY WITH CIVILIAN OPPORTUNITY. AS A NONPROFIT UNIVERSITY DEDICATED TO STUDENT SUCCESS, THE SCHOOL IS PROUD OF THE FACT THAT 93 PERCENT OF ITS ALUMNI WOULD RECOMMEND BRANDMAN TO FAMILY, FRIENDS AND/OR COLLEAGUES. BRANDMAN UNIVERSITY IS REGIONALLY ACCREDITED BY, AND IS A MEMBER OF, THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WSCUC) SENIOR COLLEGE AND UNIVERSITY COMMISSION. ITS CALIFORNIA TEACHER TRAINING AND CREDENTIAL PROGRAMS ARE ACCREDITED BY THE CALIFORNIA COMMISSION ONTEACHER CREDENTIALING (CTC) AND PROFESSIONALLY ACCREDITED BY THE COUNCIL FOR THE ACCREDITATION OF EDUCATOR PREPARATION (CAEP). EFFECTIVE NOVEMBER 7, 2011, THE BACCALAUREATE AND DNP PROGRAMS AT BRANDMAN UNIVERSITY ARE ACCREDITED BY THE COMMISSION ON COLLEGIATE NURSING EDUCATON (CCNE), AND ITS BACHELOR'S IN SOCIAL WORK DEGREE IS PROFESSIONALLY ACCREDITED BY THE COUNCIL ON SOCIAL WORK EDUCATION (CSWE). BRANDMAN UNIVERSITY HAS ALSO PARTNERED WITH SEVERAL LARGE AND WELL KNOWN CORPORATE EMPLOYERS TO PROVIDE EDUCATIONAL DEGREE PROGRAMS TO THE EMPLOYEES OF WALMART INCORPORATED, THE WALT DISNEY COMPANY, AND DISCOVER FINANCIAL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,135,612 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT SERVICES: TO HELP AND INCREASE STUDENT SUCCESS, BRANDMAN UNIVERSITY PROUDLY PROVIDES A CULTURE OF SUPPORT. STUDENT SERVICES OPERATIONS PROVIDES SERVICES TO ALL STUDENTS INCLUDING ACADEMIC ADVISORS, ONE STOP REPRESENTATIVES FOR FINANCIAL AID, ADDITIONAL KEY SUPPORT (ACCESSIBLE EDUCATION, MILITARY AND VETERANS AFFAIRS, CAREER COACHING, BUSINESS OFFICE, REGISTRATION, ETC) AND ENROLLMENT COACHING. BRANDMAN'S ACADEMIC ADVISING APPROACH ALLOWS STUDENTS TO MAP OUT HIS/HER ACADEMIC PROGRAM AND FACILITATES A STUDENT'S ABILITY TO GRADUATE ON TIME. EARLY ADMISSION PROGRAMS AND ARTICULATION AGREEMENTS WITH ITS COMMUNITY COLLEGE PARTNERS, AND EXCLUSIVE SCHOLARSHIP OPPORTUNITIES OFFERED TO HUNDREDS OF ORGANIZATIONS IN ITS PREMIER PARTNER NETWORK ALSO ENSURE THAT THE STUDENT'S TIME IS MAXIMIZED FOR DEGREE COMPLETION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,611,484 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ACADEMIC SUPPORT: BRANDMAN UNIVERSITY PROVIDES BOTH ONGROUND AND VIRTUAL ACCESS TO CHAPMAN UNIVERSITY'S LEATHERBY LIBRARIES, INCLUDING BOOKS, PERIODICALS, MEDIA, ONLINE DATABASES, COURSE-BASED LIBRARY INSTRUCTION AND PERSONALIZED RESEARCH ASSISTANCE FOR STUDENTS, FACULTY AND STAFF. THE LEATHERBY LIBRARIES INCLUDE NINE INDIVIDUALLY NAMED LIBRARIES WITH DISTINCTIVE COLLECTIONS REPRESENTING DISCIPLINARY AREAS OF THE UNIVERSITY. THE FACILITY FEATURES 15 GROUP STUDY ROOMS, 6 MULTI-MEDIA PREVIEW ROOMS, OVER 250 COMPUTERS FOR USER ACCESS, 6 COMPUTER CLASSROOMS, A LIBRARY INSTRUCTION ROOM, AN EXTENDED-HOUR STUDY COMMONS, AND MORE THAN 600 SEATS AT TABLES, CARRELS, AND LOUNGE CHAIRS. THE LEATHERBY LIBRARIES' COLLECTION CONTAINS ABOUT 265,000 VOLUMES AND 2,000 PRINT JOURNAL TITLES, IN ADDITION TO DVDS, VIDEOS, CDS, AND OTHER MEDIA. THE RINKER LAW LIBRARY CURRENTLY CONTAINS OVER 293,000 VOLUMES, INCLUDING BOOKS, MICROFORMS, AUDIO VISUAL MATERIALS, AND SERIALS. THIS FACILITY FEATURES SEATING FOR ABOUT 300 USERS WITH ACCESS TO THE INTERNET AND TO MANY ELECTRONIC RESEARCH DATABASES. BRANDMAN USES THE BLACKBOARD OUTCOMES ASSESSMENT SYSTEM, A SINGLE PLATFORM FOR TEACHING, LEARNING AND ASSESSMENT. THIS SYSTEM EXTENDS THE BLACKBOARD LEARNING MANAGEMENT SYSTEM USED FOR TEACHING AND LEARNING TO ENGAGE THE INSTITUTION'S STAKEHOLDERS IN THE ASSESSMENT PROCESS. AS A RESULT, THE INSTITUTION IS WELL POSITIONED TO TRACK STUDENT LEARNING OUTCOMES AND IMPROVE PERFORMANCE AND RETENTION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,489 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $99,703 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: OTHER PROGRAM SERVICES INCLUDE RETAIL SALES, BOOKSTORE SALES, BOOKSTORE COMMISSIONS AND ENDING MACHINE INCOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $237,489 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $99,703 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $112,106,253 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1895 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG RENNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9493417601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16355 LAGUNA CANYON ROAD | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HOOD WILLIAM | ||||||||
| REGENT CHAIRMAN | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HIGBY LARRY | ||||||||
| REGENT SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AUSTIN STEPHEN | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANDMAN JOYCE | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARVER BRENDA | ||||||||
| REGENT - THRU 11/2020 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHASE IRVING | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CWIERTNIA JEROME | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIRK PATRICK | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EVANS JOHN | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRIER ED | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GWALTNEY JILL | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENLEY DOY | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTINEZ VERA | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MCGLENSEY KEVIN | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSZAK JAMES | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SODERLING RONALD | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STERN RALPH | ||||||||
| REGENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STRUPPA DANIELE | ||||||||
| REGENT/EX OFFICIO | 1.00 | 40.00 | Yes (X) | $0 | $1,295,806 | $502,833 | ||
| BRAHM GARY | ||||||||
| CHANCELLOR/CEO | 40.00 | 0.00 | Yes (X) | $1,167,718 | $0 | $216,259 | ||
| BULLOCK CHARLES | ||||||||
| EXE VC OF ACADEMIC AFFAIRS | 40.00 | 0.00 | Yes (X) | $601,443 | $0 | $150,739 | ||
| DOOLITTLE PHILLIP | ||||||||
| EXEC VC CFO/TREASURER | 40.00 | 0.00 | Yes (X) | $512,885 | $0 | $128,988 | ||
| KNIGHT SASKIA | ||||||||
| EXE VC OF ENROLL/STUD AFFAIRS | 40.00 | 0.00 | Yes (X) | $512,968 | $0 | $145,438 | ||
| O'SULLIVAN TERESA | ||||||||
| EXE VC OF MARKETING | 40.00 | 0.00 | $286,910 | $0 | $3,564 | Yes (X) | ||
| COREY BETHANN | ||||||||
| VC OF APPLIED INNOVATION | 40.00 | 0.00 | $271,638 | $0 | $63,900 | Yes (X) | ||
| DODGE LAURIE | ||||||||
| VC OF INSTITUTIONAL ASSESSMENT | 40.00 | 0.00 | $268,512 | $0 | $40,951 | Yes (X) | ||
| JOHNSTON DEXTER | ||||||||
| CHIEF EXCEC OFFICER, CBEESC | 40.00 | 0.00 | $621,309 | $0 | $98,486 | Yes (X) | ||
| ETESAMNIA HAMID | ||||||||
| VC OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $266,890 | $0 | $130,943 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,510,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,295,806 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,482,101 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIAA-CREF | |||||
| 8500 ANDREW CARNEGIE BLVD | CHARLOTTE | NC | 282628500 | RETIREMENT | $6,283,127 |
| BLUE SHIELD OF CALIFORNIA | |||||
| PO BOX 749415 | LOS ANGELES | CA | 900749415 | HEALTH INSURANCE | $4,396,858 |
| GUILD EDUCATION INC | |||||
| 370 17TH ST STE 3400 | DENVER | CO | 802025618 | STRATEGIC PARTNER | $4,011,975 |
| GOOGLE LLC | |||||
| 1600 AMPHITHEATRE PKWY | MOUNTAIN VIEW | CA | 940431351 | ADVERTISING | $3,857,680 |
| MEDIA IQ DIGITAL NORTH AMERICA INC | |||||
| DEPT CH 14506 | PALATINE | IL | 600554506 | ADVERTISING | $2,115,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 73 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $136,367 | AllOtherContributionsAmt |
| Total Contributions | $136,367 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $141,743,130 | $141,743,130 |
| OTHER TUITION ASSISTANCE | 611710 | $978,561 | $978,561 |
| AUXILIARY REVENUE | 721110 | $99,703 | $99,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $142,821,394 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,091 | TotalRevenueColumnAmt |
| Exclusion | $1,091 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,262 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,262 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,262 | TotalRevenueColumnAmt |
| Exclusion | $9,262 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REFUNDS AND REBATES | 900099 | $231,031 | $231,031 |
| MISCELLANEOUS | 900099 | $4,421 | $4,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $235,452 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,203,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,821,394 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,805 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,890,599 | TotalAmt |
| Program Services | $10,890,599 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553,159 | TotalAmt |
| Program Services | $480,260 | ProgramServicesAmt |
| Management And General | $3,072,899 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,502,360 | TotalAmt |
| Program Services | $48,693,781 | ProgramServicesAmt |
| Management And General | $7,753,320 | ManagementAndGeneralAmt |
| Fundraising | $55,259 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,169,162 | TotalAmt |
| Program Services | $2,533,594 | ProgramServicesAmt |
| Management And General | $630,607 | ManagementAndGeneralAmt |
| Fundraising | $4,961 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,496,277 | TotalAmt |
| Program Services | $6,792,367 | ProgramServicesAmt |
| Management And General | $1,684,972 | ManagementAndGeneralAmt |
| Fundraising | $18,938 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236,848 | TotalAmt |
| Program Services | $3,387,158 | ProgramServicesAmt |
| Management And General | $846,196 | ManagementAndGeneralAmt |
| Fundraising | $3,494 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,988,872 | TotalAmt |
| Management And General | $1,988,872 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,554 | TotalAmt |
| Management And General | $63,554 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Fundraising | $35,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,631,074 | TotalAmt |
| Program Services | $11,631,074 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,580,087 | TotalAmt |
| Program Services | $13,577,201 | ProgramServicesAmt |
| Fundraising | $2,886 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,276,807 | TotalAmt |
| Program Services | $894,926 | ProgramServicesAmt |
| Management And General | $1,377,244 | ManagementAndGeneralAmt |
| Fundraising | $4,637 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,685,235 | TotalAmt |
| Program Services | $3,728,804 | ProgramServicesAmt |
| Management And General | $947,245 | ManagementAndGeneralAmt |
| Fundraising | $9,186 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,821,557 | TotalAmt |
| Program Services | $3,486,751 | ProgramServicesAmt |
| Management And General | $1,334,806 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,614 | TotalAmt |
| Program Services | $62,311 | ProgramServicesAmt |
| Management And General | $7,303 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,441 | TotalAmt |
| Program Services | $39,574 | ProgramServicesAmt |
| Management And General | $4,867 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,142 | TotalAmt |
| Program Services | $186,115 | ProgramServicesAmt |
| Management And General | $40,027 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,558 | TotalAmt |
| Program Services | $437,558 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,996 | TotalAmt |
| Program Services | $2,293,698 | ProgramServicesAmt |
| Management And General | $493,298 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,217 | TotalAmt |
| Management And General | $398,217 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| WRITEDOWN STUDENT ERP | $1,690,507 | $1,690,507 |
| BAD DEBT | $703,596 | $703,596 |
| LIBRARY SERVICES | $308,951 | $308,951 |
| ACCREDITATION | $113,568 | $113,568 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,860 | TotalAmt |
| Program Services | $173,860 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,884,041 | TotalAmt |
| Program Services | $112,106,253 | ProgramServicesAmt |
| Management And General | $20,643,427 | ManagementAndGeneralAmt |
| Fundraising | $134,361 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,668,257 | BOYAmt |
| EOY | $34,442,178 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,061,831 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,830 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,335,476 | BOYAmt |
| EOY | $14,398,618 | 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 | $4,386,000 | BOYAmt |
| EOY | $5,791,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,340 | BOYAmt |
| EOY | $2,290,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,451,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,403,410 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,012,018 | BOYAmt |
| EOY | $34,047,590 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,852 | BOYAmt |
| EOY | $69,234 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,023,604 | BOYAmt |
| EOY | $91,038,831 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,766,258 | BOYAmt |
| EOY | $13,384,946 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,272,184 | BOYAmt |
| EOY | $4,562,945 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $8,552,588 | BOYAmt |
| EOY | $8,290,288 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,982,387 | BOYAmt |
| EOY | $5,030,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,573,417 | BOYAmt |
| EOY | $31,269,118 | 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 | $49,450,187 | BOYAmt |
| EOY | $58,426,887 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,342,826 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,450,187 | BOYAmt |
| EOY | $59,769,713 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,023,604 | BOYAmt |
| EOY | $91,038,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,319,525 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $400,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $871,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,367 | CurrentTaxYearAmt |
| Total | $2,277,388 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $400,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $871,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,367 | CurrentTaxYearAmt |
| Total | $2,277,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $791,927 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,485,461 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,091 | CurrentTaxYearAmt |
| Total | $563,819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,452 | CurrentTaxYearAmt |
| Total | $427,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,268,218 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $591,231,442 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 20,819. 2017 AMOUNT: $ 28,797. 2018 AMOUNT: $ 117,970. 2019 AMOUNT: $ 23,973. 2020 AMOUNT: $ 235,452. | ExplanationTxt |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,284,406 | InvestmentCostOrOtherBasisAmt |
| Book Value | $10,284,406 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $18,462,624 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,817,980 | DepreciationAmt |
| Book Value | $13,644,644 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,887,070 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $765,759 | DepreciationAmt |
| Book Value | $1,121,311 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $26,816,900 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $17,819,671 | DepreciationAmt |
| Book Value | $8,997,229 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,047,590 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ASSET HELD IN CUSTODY | $2,586,534 |
| PAYABLE TO CHAPMAN UNIVERSITY | $26,648 |
| DEFERRED RENT | $722,400 |
| BAD DEBT LIABILITY | $1,695,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,030,939 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $132,303,705 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $132,303,705 | RevenueSubtotalAmt |
| Other Revenues Not Included | $10,899,861 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,899,861 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $143,203,566 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $121,984,180 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $121,984,180 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $10,899,861 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,899,861 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $132,884,041 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS REPORTED GROSS ON FORM 990 10,890,599. GROSS-UP OF SALE OF ASSET 9,262. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS REPORTED GROSS ON FORM 990 10,890,599. GROSS-UP OF SALE OF ASSET 9,262. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | BRANDMAN UNIVERSITY'S NON-DISCRIMINATION POLICY (BELOW) IS PROMINENT IN BOTH THE UNDERGRADUATE AND GRADUATE APPLICATIONS (BOTH ON ONLINE AND PDF VERSIONS). BRANDMAN UNIVERSITY CONSIDERS ALL APPLICANTS WITHOUT REGARD TO RACE, RELIGION, COLOR, NATIONAL ORIGIN, AGE, SEX, MARITAL STATUS, DISABILITY, VETERAN STATUS OR ANY OTHER CHARACTERISTIC PROTECTED BY APPLICABLE STATE OR FEDERAL CIVIL RIGHTS LAWS. SOME INFORMATION REQUESTED IN THE APPLICATION PROCESS IS REQUESTED FOR FEDERAL REPORTING, AND IS NOT USED IN A DISCRIMINATORY MANNER. |
| SCHEDULE E, PART I, LINE 6 | BRANDMAN UNIVERSITY IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDED FINANCIAL AID TO STUDENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| 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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA CATZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18882 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $35,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $35,000 | TotalRetainedByContractorsAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| BRANDMAN UNIVERSITY UNDERGRADUATE SCHOLARSHIPS | 2962 | $4,282,558 | N/A | N/A |
| BRANDMAN UNIVERSITY GRADUATE SCHOLARSHIPS | 4058 | $5,771,890 | N/A | N/A |
| PRIVATE SCHOLARSHIPS | 165 | $647,894 | N/A | N/A |
| FEDERAL SEOG | 1164 | $188,257 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE REPRESENT STUDENT FINANCIAL AID. WHEN AWARDING AID, BRANDMAN UNIVERSITY FOLLOWS ALL LAWS AND REGULATIONS OF FEDERAL AND STATE OF CALIFORNIA AID PROGRAMS. FOR MORE INFORMATION, VISIT OUR WEBSITE AT WWW.BRANDMAN.EDU. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STRUPPA DANIELE | ||||||||||||||
| REGENT/EX OFFICIO | $0 | $639,321 | $0 | $632,782 | $0 | $23,703 | $0 | $183,841 | $0 | $318,992 | $0 | $1,798,639 | $0 | $0 |
| BRAHM GARY | ||||||||||||||
| CHANCELLOR/CEO | $759,462 | $0 | $275,000 | $0 | $133,256 | $0 | $205,650 | $0 | $10,609 | $0 | $1,383,977 | $0 | $0 | $0 |
| BULLOCK CHARLES | ||||||||||||||
| EXE VC OF ACADEMIC AFFAIRS | $474,144 | $0 | $100,000 | $0 | $27,299 | $0 | $133,650 | $0 | $17,089 | $0 | $752,182 | $0 | $0 | $0 |
| JOHNSTON DEXTER | ||||||||||||||
| CHIEF EXCEC OFFICER, CBEESC | $311,955 | $0 | $0 | $0 | $309,354 | $0 | $85,765 | $0 | $12,721 | $0 | $719,795 | $0 | $305,956 | $0 |
| KNIGHT SASKIA | ||||||||||||||
| EXE VC OF ENROLL/STUD AFFAIRS | $407,015 | $0 | $80,000 | $0 | $25,953 | $0 | $115,650 | $0 | $29,788 | $0 | $658,406 | $0 | $0 | $0 |
| DOOLITTLE PHILLIP | ||||||||||||||
| EXEC VC CFO/TREASURER | $417,003 | $0 | $70,000 | $0 | $25,882 | $0 | $115,650 | $0 | $13,338 | $0 | $641,873 | $0 | $0 | $0 |
| ETESAMNIA HAMID | ||||||||||||||
| VC OF INFORMATION TECHNOLOGY | $259,240 | $0 | $0 | $0 | $7,650 | $0 | $107,097 | $0 | $23,846 | $0 | $397,833 | $0 | $0 | $0 |
| COREY BETHANN | ||||||||||||||
| VC OF APPLIED INNOVATION | $177,370 | $0 | $0 | $0 | $94,268 | $0 | $16,568 | $0 | $47,332 | $0 | $335,538 | $0 | $0 | $0 |
| DODGE LAURIE | ||||||||||||||
| VC OF INSTITUTIONAL ASSESSMENT | $263,747 | $0 | $0 | $0 | $4,765 | $0 | $23,598 | $0 | $17,353 | $0 | $309,463 | $0 | $0 | $0 |
| O'SULLIVAN TERESA | ||||||||||||||
| EXE VC OF MARKETING | $286,910 | $0 | $0 | $0 | $0 | $0 | $3,564 | $0 | $0 | $0 | $290,474 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL PART I, LINE 1A ALL CHAPMAN UNIVERSITY OFFICERS ARE ENTITLED TO TRAVEL BUSINESS CLASS ON FLIGHTS OVER 4 HOURS. IN THE EVENT THAT BUSINESS CLASS IS NOT AVAILABLE, OFFICERS ARE ENTITLED TO TRAVEL FIRST CLASS TRAVEL FOR COMPANIONS CHAPMAN UNIVERSITY, A RELATED ORGANIZATION, PROVIDED COMPANION TRAVEL BENEFITS TO ONE LISTED PERSON. COMPANION TRAVEL WAS TREATED AS A NON-TAXABLE BENEFIT FOR THE LISTED PERSON'S SPOUSE, AS THE SPOUSE WHO WAS ALSO AN EMPLOYEE OF THE UNIVERSITY HAD A BONA FIDE BUSINESS PURPOSE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PART I, LINE 1A A HOUSING ALLOWANCE IS PROVIDED TO THE CHANCELLOR (GARY BRAHM). IT IS CONSIDERED A TAXABLE BENEFIT AND AS SUCH, IS INCLUDED IN HIS W-2 EARNINGS. THE CHAPMAN UNIVERSITY PRESIDENT (DANIELE STRUPPA) AND FAMILY ARE REQUIRED TO LIVE IN A UNIVERSITY HOUSE, OWNED BY THE UNIVERSITY. THIS SPECIFIC HOUSE WAS DONATED TO CHAPMAN UNIVERSITY SPECIFICALLY FOR THE PURPOSE OF BEING THE "PRESIDENT'S RESIDENCE". THE MONTHLY RENTAL VALUE OF THE BENEFIT, $24,500 IS TREATED AS A NONTAXABLE BENEFIT TO THE PRESIDENT AND REPORTED ON THE FORM 990, SCHEDULE J. AS PART OF THE RENTAL AGREEMENT, IT IS STANDARD PRACTICE TO INCLUDE UTILITIES, REGULAR MAINTENANCE (INSIDE AND OUTSIDE THE HOUSE), AND PROFESSIONAL CLEANING SERVICES OF ALL AREAS OF THE RESIDENCE OF THE HOME. THE BUSINESS REASON FOR SUCH A DETAILED MAINTENANCE (INSIDE AND OUTSIDE) OF THE PROPERTY IS DUE TO THE PRESIDENT HOSTING MULTIPLE EVENTS EACH MONTH AT THIS FACILITY; ATTENDEES ARE PROVIDED A GUIDED TOUR OF ALL ROOMS INCLUDING ROOMS OCCUPIED BY THE PRESIDENT'S FAMILY AND EXTERIOR GROUNDS. IN ADDITION, THESE SERVICES ENSURE THE ONGOING MAINTENANCE OF THE PROPERTY, AS DESIRED BY THE PROPERTY OWNER (CHAPMAN UNIVERSITY). BECAUSE THESE SERVICES ARE PROVIDED PRIMARILY FOR BUSINESS REASONS, WE DO NOT CHECK THE BOX FOR "PERSONAL SERVICES". PART 1, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES CERTAIN EMPLOYEES HAVE ACCESS TO SOCIAL CLUB MEMBERSHIPS FOR THE BUSINESS PURPOSE OF CULTIVATING DONOR/TRUSTEE RELATIONSHIPS. FOR THIS FISCAL YEAR, SOCIAL CLUB DUES WERE PAID FOR GARY BRAHM AND DANIELLE STRUPPA. THESE WERE DETERMINED TO BE NON-TAXABLE BENEFITS SINCE THEY HAD A BONA FIDE BUSINESS PURPOSE. |
| PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED PLANS DANIELE STRUPPA PARTICIPATES IN A SECTION 457(F) COMPENSATION PLAN. THIS COMPENSATION ARRANGEMENT PROVIDES FOR FIVE (5) ANNUAL PAYMENTS OF $100,000 TO BE CREDITED TO THE EMPLOYEE'S ACCOUNT EACH YEAR WITH AN INTEREST RATE EQUAL TO THE TEN (10) YEAR TREASURY BOND RATE THROUGH AUGUST 31, 2021. THESE PAYMENTS ARE SUBJECT TO CONTINUED EMPLOYMENT THROUGH AUGUST 31, 2021. IN THE EVENT THAT DANIELE STRUPPA INCURS A DISABILITY OR DIES, HIS DESIGNATED BENEFICIARY SHALL BE ENTITLED TO RECEIVE PAYMENT. ON AUGUST 26, 2016, DANIELE STRUPPA ENTERED INTO AN ADDITIONAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN WILL PROVIDE $60,000 ON AUGUST 31 OF EACH YEAR BEGINNING IN 2017 THROUGH AND INCLUDING 2021. THESE PAYMENTS ARE CONTINGENT UPON CONTINUED EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY THROUGH AUGUST 31, 2021. THESE AMOUNTS WILL VEST UPON THE EARLIER OF AUGUST 31, 2021 OR TERMINATION OF EMPLOYMENT AS PRESIDENT. GARY BRAHM ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $600,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. PHILIP L. DOOLITTLE ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $300,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. CHARLES BULLOCK ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $360,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. SASKIA KNIGHT ENTERED INTO A RETENTION BONUS AGREEMENT VALUED AT $300,000, EFFECTIVE SEPTEMBER 1, 2018, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 2, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. DEXTER JOHNSON ENTERED INTO A RETENTION BONUS AGREEMENT DATED JULY 27, 2017 UNDER IRC SECTIONS 409(A) AND 457(F). ALL TERMS OF THE AGREEMENT WERE MET IN 2020 WHEN FULL PAYMENT WAS MADE. AMOUNTS PAID UNDER THE AGREEMENT ARE INCLUDED IN PART II, COLUMN(B)(III) AND (F). HAMID ETESAMNIA ENTERED INTO A RETENTION BONUS AGREEMENT, EFFECTIVE MAY 27, 2020, VALUED AT ONE YEAR'S ANNUAL BASE COMPENSATION. THIS IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A)AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH JANUARY 31, 2022 OR SEPERATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, OR INVOLUNTARY TERMINATION WITHOUT CAUSE IN ORDER TO RECEIVE THE BENEFITS. |
| FORM 990, SCHEDULE J, PART II | DANIELE STRUPPA, REGENT, IS COMPENSATED BY CHAPMAN UNIVERSITY, A RELATED ORGANIZATION, AND IS NOT COMPENSATED BY BRANDMAN UNIVERSITY FOR HIS DUTIES ON THE BOARD OF REGENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED WITH AN OUTSIDE ACCOUNTING FIRM WHO WORKS CLOSELY WITH THE BRANDMAN UNIVERSITY CONTROLLER. THE FORM IS THEN REVIEWED BY THE EXECUTIVE VICE CHANCELLOR OF FINANCE & ADMINISTRATION/CFO AND BY THE AUDIT COMMITTEE. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE BOARD OF REGENTS REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL FORM, INCLUDING ALL SCHEDULES, IS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE VICE CHANCELLOR OF FINANCE & ADMINISTRATION/CFO IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS 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, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS 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 HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVEIWED BY THE EXECUTIVE VICE CHANCELLOR OF FINANCE & ADMINISTRATION/CFO AND THE AUDIT COMMITTEE, THEN THE RESULTS ARE REPORTED TO THE FULL BOARD OF REGENTS AS DEFINED BY THE UNIVERSITY'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPOINTS AN EXECUTIVE COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGE FOR THE CHANCELLOR/CEO. FOR THE TAX YEAR 2020, THE EXECUTIVE COMPENSATION COMMITTEE HIRED A QUALIFIED INDEPENDENT COMPENSATION AND BENEFITS CONSULTING FIRM (INDEPENDENT EXPERT) TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE. THE COMPARABILITY DATA OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (PEER ANALYSIS) FOR SIMILAR JOB DUTIES, INCLUDED FORM 990 DISCLOSURES OF NOT-FOR-PROFIT PEER ORGANIZATIONS AND A NUMBER OF NATIONAL COMPENSATION AND BENEFITS SURVEYS AND REPORTS. THE INDEPENDENT EXPERTS REPORT, DATED FEBRUARY 11, 2020 WAS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE AT ITS FEBRUARY 11, 2020 MEETING. THE EXECUTIVE COMMITTEE'S DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. DOCUMENTATION INCLUDES: THE TERMS OF THE DELIBERATIONS, MEMBERS PRESENT AND THOSE WHO VOTED ON IT, A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW IT WAS OBTAINED, DATE APPROVED, AND ANY ACTIONS TAKEN WITH RESPECT TO ANY POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAPMAN UNIVERSITY | ||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 951643992 | EDUCATION | CA | 501(C)(3) | 2 | N/A | 0 |
| CHAPMAN UNIVERSITY FOUNDATION | ||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 300563618 | SUPPORT ORG | CA | 501(C)(3) | 11A | N/A | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN FILMED ENTERTAINMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY DRIVE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454860703 | EIN |
| Primary Activities | FILM PRODUCTION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAPMAN UNIVERSITY ENTERPRISE INC | |||||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 371668103 | FILM PRODUCTION | CA | N/A | C | 0 | ||||
| CBE EDUCATIONAL SERVICES COMPANY INC | |||||||||||||
| 1875 K STREET NW 5TH FLOOR | WASHINGTON | DC | 20006 | 820732306 | EDUC SOFTWARE | CA | C | Yes (1) | BRANDMAN | -$2,203,714 | $571,421 | 1.00000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CBE EDUCATIONAL SERVICES COMPANY INC | ||
| D | $5,791,000 | LOAN BALANCE |
| CBE EDUCATIONAL SERVICES COMPANY INC | ||
| I | $361,178 | FMV SHARED SVS |
| CBE EDUCATIONAL SERVICES COMPANY INC | ||
| O | $117,060 | FMV SHARED SVS |
| CBE EDUCATIONAL SERVICES COMPANY INC | ||
| P | $60,024 | CASH PAID |