UNIVERSITY OF THE PACIFIC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE PACIFIC (EIN 94-1156266)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-06
- IRS object ID
- 202201269349300735
- Schema version
- 2020v4.0
- 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 | 2022-05-06T12:00:36-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4365 Executive Dr Suite 1600 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Pacific | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2099467704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Pacific Avenue | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth M Mullen | PersonNm |
| Person Title | VP For Business & Finance | PersonTitleTxt |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kenneth M | PersonFirstNm |
| Person Last | Mullen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jocelyne Miller | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 8585357200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Callahan President | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Pacific Avenue | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,114,854,512 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pacific.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1851 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 4239 | TotalEmployeeCnt |
| Total Gross UBI | -$351,555 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,733,585 | PYContributionsGrantsAmt |
| CY Contributions Grants | $53,399,827 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $375,870,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $364,444,667 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,093,489 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,826,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,662,577 | PYOtherRevenueAmt |
| CY Other Revenue | $10,640,234 | CYOtherRevenueAmt |
| PY Total Revenue | $460,359,740 | PYTotalRevenueAmt |
| CY Total Revenue | $478,311,062 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $98,831,974 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $109,087,802 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $209,919,711 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $193,585,939 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,982,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $107,749,219 | PYOtherExpensesAmt |
| CY Other Expenses | $97,929,125 | CYOtherExpensesAmt |
| PY Total Expenses | $416,500,904 | PYTotalExpensesAmt |
| CY Total Expenses | $400,602,866 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,858,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $77,708,196 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,134,390,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,331,534,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $277,485,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $257,301,423 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $856,904,758 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,074,233,343 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $213,323,355 | ExpenseAmt |
| Revenue | $358,043,762 | RevenueAmt |
| Desc | INSTRUCTION, DEPARTMENTAL AND ACADEMIC SUPPORT: INCLUDES THE SALARIES, BENEFITS, SUPPLIES AND DEPARTMENTAL SUPPORT NECESSARY TO DELIVER HIGHER EDUCATION SERVICES FOR THE UNIVERSITY'S APPROXIMATELY 6,200 UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ACROSS THREE NORTHERN CALIFORNIA CAMPUSES. THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON COMBINES MANY OF THE ADVANTAGES OF A LARGER UNIVERSITY WITH THOSE OF A SMALL LIBERAL ARTS COLLEGE, OFFERING A BROAD ARRAY OF UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS THROUGH VARIOUS SCHOOLS, INCLUDING THE COLLEGE OF THE PACIFIC, THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, THE CONSERVATORY OF MUSIC, THE EBERHARDT SCHOOL OF BUSINESS, BENERD COLLEGE, AND THE THOMAS J. LONG SCHOOL OF PHARMACY. THE SAN FRANCISCO CAMPUS IS HOME TO THE ARTHUR A. DUGONI SCHOOL OF DENTISTRY, ONE OF THE LEADING DENTAL SCHOOLS IN THE NATION AND SEVERAL OTHER NEW ACADEMIC PROGRAMS INCLUDING: DATA ANALYTICS, AUDIOLOGY, AND MUSIC THERAPY. THE SACRAMENTO CAMPUS IS HOME TO THE MCGEORGE SCHOOL OF LAW AND HAS ALSO EXPANDED TO INCLUDE SEVERAL SPECIALIZED LEGAL DEGREE PROGRAMS, GRADUATE PROGRAMS AND THE SCHOOL OF HEALTH SCIENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $149,720,386 | ExpenseAmt |
| Grant | $109,087,802 | GrantAmt |
| Revenue | $592,941 | RevenueAmt |
| Desc | STUDENT SERVICES, SCHOLARSHIPS AND FINANCIAL AID: INCLUDES EXPENDITURES FOR ALL FORMS OF STUDENT AID AND EXPENDITURES FOR THE EDUCATION AND SUPPORT OF THE UNIVERSITY'S APPROXIMATELY 6,200 STUDENTS. THE UNIVERSITY'S FINANCIAL AID PROGRAM DEMONSTRATES AN ONGOING COMMITMENT TO PUT A QUALITY EDUCATION WITHIN REACH, PROVIDING A WIDE RANGE OF SCHOLARSHIPS AND GRANTS, INCLUDING MATCHING CAL GRANTS FOR STUDENTS WHO QUALIFY. THE UNIVERSITY'S FOUR-YEAR GUARANTEE PROVIDES STUDENTS ASSURANCE THEY WILL BE ABLE TO GET THE CLASSES THEY NEED TO GRADUATE ON TIME. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,540,807 | ExpenseAmt |
| Revenue | $10,808,593 | RevenueAmt |
| Desc | AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES , INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,186,296 | ExpenseAmt |
| Desc | RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,186,296 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $381,770,844 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | 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 | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| 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 | 480 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4239 | 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 | AU | 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 |
| 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth M Mullen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2099467704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Pacific Avenue | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95211 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Allen Norman | ||||||||||
| Board Member, Chair, Committee Chair | 15.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Callahan Christopher | ||||||||||
| President (incoming) | 50.0 | 0.0 | Yes (X) | Yes (X) | $315,577 | $0 | $54,294 | |||
| Eberhardt Mary-Elizabeth | ||||||||||
| Board Member, Treasurer, Committee Chair | 15.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Hoch Andrea | ||||||||||
| Board Member, Secretary | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mitchell Gary | ||||||||||
| Board Member, Vice Chair, Committee Chair | 15.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Bass Randall | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Berberian Ronald | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Berolzheimer Charles | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Chan Virginia | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dashti Ali | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dassenko Paul | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dreyfuss Evan | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fathi Nava | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fleming Richard | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Harper Corwin | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Liggett Scott | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Milne Anne | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rishwain Constance | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robles Leticia | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Shalvey Don | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Spears Janet | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stirling Susanne | ||||||||||
| Board Member, Committee Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Yu Bo | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Zimmerman Eve | ||||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Atterbury George | ||||||||||
| VP, Development | 50.0 | 0.0 | Yes (X) | $316,499 | $0 | $59,254 | ||||
| Ferguson Christopher | ||||||||||
| VP, Enrollment Management | 50.0 | 0.0 | Yes (X) | $105,259 | $0 | $24,755 | ||||
| Mullen Kenneth | ||||||||||
| VP, Business & Finance | 50.0 | 0.0 | Yes (X) | $414,484 | $0 | $65,055 | ||||
| Pallavicini Maria | ||||||||||
| Interim President & Provost | 50.0 | 0.0 | Yes (X) | $473,979 | $0 | $58,005 | ||||
| Petr Carrie | ||||||||||
| VP, Student Life | 50.0 | 0.0 | Yes (X) | $239,522 | $0 | $52,983 | ||||
| Schwartz Michael | ||||||||||
| Interim Provost & Dean, McGeorge School of Law | 50.0 | 0.0 | Yes (X) | $369,232 | $0 | $43,855 | ||||
| Sprecher Art | ||||||||||
| Vice President Technology & CIO | 50.0 | 0.0 | Yes (X) | $335,891 | $0 | $66,897 | ||||
| Campbell Patricia | ||||||||||
| Dean, Benerd College | 50.0 | 0.0 | $260,439 | $0 | $14,538 | Yes (X) | ||||
| Carroll Timothy | ||||||||||
| Dean, Eberhardt School Business | 50.0 | 0.0 | $341,989 | $0 | $47,827 | Yes (X) | ||||
| Fraden Rena | ||||||||||
| Dean, College of the Pacific | 50.0 | 0.0 | $258,401 | $0 | $21,122 | Yes (X) | ||||
| Howell Steven | ||||||||||
| Dean, Engineering & Computer Science | 50.0 | 0.0 | $312,220 | $0 | $46,009 | Yes (X) | ||||
| Lucas Janet | ||||||||||
| Athletics Director | 50.0 | 0.0 | $251,946 | $0 | $44,312 | Yes (X) | ||||
| Manilay Bayani | ||||||||||
| Assistant Vice President, Treasury | 50.0 | 0.0 | $163,715 | $0 | $37,646 | Yes (X) | ||||
| Matsumoto Rae | ||||||||||
| Dean, Pharmacy & Health Sciences (incoming) | 50.0 | 0.0 | $154,360 | $0 | $3,536 | Yes (X) | ||||
| Nadershahi Nader | ||||||||||
| Dean, Dugoni School of Dentistry | 50.0 | 0.0 | $423,872 | $0 | $43,744 | Yes (X) | ||||
| Oppenheimer Phillip | ||||||||||
| Dean, Pharmacy & Health Sciences (outgoing) | 50.0 | 0.0 | $286,231 | $0 | $39,184 | Yes (X) | ||||
| Witte Peter | ||||||||||
| Dean, Conservatory of Music | 50.0 | 0.0 | $231,339 | $0 | $43,393 | Yes (X) | ||||
| Cox Darren | ||||||||||
| Professor | 50.0 | 0.0 | $350,844 | $0 | $29,139 | Yes (X) | ||||
| Ferreira Cabido Maria | ||||||||||
| Associate Professor | 50.0 | 0.0 | $309,322 | $0 | $25,772 | Yes (X) | ||||
| Gonzalez Carlos | ||||||||||
| Assistant Professor | 50.0 | $280,745 | $0 | $31,231 | Yes (X) | |||||
| Stoudamire Damon | ||||||||||
| Head Coach, Men's Basketball | 50.0 | 0.0 | $588,537 | $0 | $58,910 | Yes (X) | ||||
| Yarborough Craig | ||||||||||
| Associate Dean, Institutional Advancement, Dugoni | 50.0 | 0.0 | $298,526 | $0 | $36,957 | Yes (X) | ||||
| Eibeck Pamela | ||||||||||
| President (outgoing) | 0.0 | 0.0 | $852,552 | $0 | $0 | Yes (X) | ||||
| Gale Lewis | ||||||||||
| Professor, Eberhardt School of Business | 20.0 | 0.0 | $169,931 | $0 | $40,258 | Yes (X) | ||||
| Mootz Francis | ||||||||||
| Professor, McGeorge School of Law | 20.0 | 0.0 | $221,780 | $0 | $21,066 | Yes (X) | ||||
| Webster Linda | ||||||||||
| Senior Associate Dean, Benerd College | 20.0 | 0.0 | $143,477 | $0 | $36,012 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,470,669 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,045,754 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 405 | 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 |
|---|---|---|---|---|---|---|
| ELLUCIAN COMPANY LP | ||||||
| 4 COUNTRY VIEW RD | MALVERN | PA | 193551408 | TECHNOLOGY | $1,206,662 | |
| SHORELIGHT-TIGERCAT LLC | ||||||
| SL Education LLC World Trade Ctr E | Boston | MA | 022102003 | INTERNATIONAL EDUCATION | $1,073,416 | 2 Seaport Ln Suite 500 |
| MISSION SMARTSPACE LLC | ||||||
| 1321 MISSION ST SUITE 101 | SAN FRANCISCO | CA | 941033094 | PROPERTY MANAGEMENT | $794,833 | |
| BRI INVESTORS | ||||||
| 1776 W MARCH LN SUITE 170 | STOCKTON | CA | 952076421 | PROPERTY MANAGEMENT | $608,869 | |
| SIMPSON SCARBOROUGH | ||||||
| 2000 DUKE ST SUITE 300 | ALEXANDRIA | VA | 223146116 | STRATEGIC MARKETING | $573,029 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $236,513 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $27,612,210 | GovernmentGrantsAmt |
| All Other Contributions | $25,551,104 | AllOtherContributionsAmt |
| Noncash Contributions | $4,744,389 | NoncashContributionsAmt |
| Total Contributions | $53,399,827 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition | 900099 | $346,863,881 | $346,863,881 | $0 | $0 |
| Dental Clinic | 900099 | $13,636,705 | $13,636,705 | $0 | $0 |
| Auxiliary | 541800 | $3,944,081 | $3,944,081 | $0 | $0 |
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 | $364,444,667 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,231,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$420,676 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,652,345 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| 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 |
Royalties Revenue RoyaltiesRevenueGrp
| 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,682,659 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,682,659 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,682,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,682,659 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $675,356,613 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $634,761,948 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,594,665 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,594,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,594,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,073 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $236,513 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $118,248 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$112,175 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$112,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| 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) |
|---|---|---|
| Gross Sales Of Inventory | $2,703,041 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,663,254 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,039,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,041,872 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,085 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Conferences & Camps | 900099 | $263,754 | $263,754 | $0 | $0 |
| Interest Income - Loan | 900099 | $376,730 | $376,730 | $0 | $0 |
| International Program | 900099 | $483,196 | $483,196 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,906,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,835,077 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71,206 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,029,963 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $478,311,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $369,445,296 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$351,555 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,817,494 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,087,802 | TotalAmt |
| Program Services | $109,087,802 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,021,368 | TotalAmt |
| Program Services | $3,769,536 | ProgramServicesAmt |
| Management And General | $1,876,079 | ManagementAndGeneralAmt |
| Fundraising | $375,753 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,207 | TotalAmt |
| Program Services | $128,207 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,524,977 | TotalAmt |
| Program Services | $143,428,865 | ProgramServicesAmt |
| Management And General | $4,621,877 | ManagementAndGeneralAmt |
| Fundraising | $1,474,235 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,126 | TotalAmt |
| Program Services | $385,982 | ProgramServicesAmt |
| Management And General | $16,205 | ManagementAndGeneralAmt |
| Fundraising | $2,939 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,179,504 | TotalAmt |
| Program Services | $25,120,065 | ProgramServicesAmt |
| Management And General | $776,207 | ManagementAndGeneralAmt |
| Fundraising | $283,232 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,326,757 | TotalAmt |
| Program Services | $11,040,845 | ProgramServicesAmt |
| Management And General | $156,499 | ManagementAndGeneralAmt |
| Fundraising | $129,413 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,866 | TotalAmt |
| Management And General | $2,309,866 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,519 | TotalAmt |
| Management And General | $837,519 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,266 | TotalAmt |
| Management And General | $429,266 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Management And General | $65,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,458,007 | TotalAmt |
| Management And General | $3,458,007 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,578,943 | TotalAmt |
| Program Services | $12,367,064 | ProgramServicesAmt |
| Management And General | $148,069 | ManagementAndGeneralAmt |
| Fundraising | $63,810 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,955,657 | TotalAmt |
| Program Services | $2,851,588 | ProgramServicesAmt |
| Management And General | $47,413 | ManagementAndGeneralAmt |
| Fundraising | $56,656 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,801,293 | TotalAmt |
| Program Services | $18,488,860 | ProgramServicesAmt |
| Management And General | $206,772 | ManagementAndGeneralAmt |
| Fundraising | $105,661 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,328,637 | TotalAmt |
| Program Services | $13,895,197 | ProgramServicesAmt |
| Management And General | $329,775 | ManagementAndGeneralAmt |
| Fundraising | $103,665 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,918,572 | TotalAmt |
| Program Services | $8,744,720 | ProgramServicesAmt |
| Management And General | $103,482 | ManagementAndGeneralAmt |
| Fundraising | $70,370 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,531 | TotalAmt |
| Program Services | $250,490 | ProgramServicesAmt |
| Management And General | $2,283 | ManagementAndGeneralAmt |
| Fundraising | $2,758 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,115,998 | TotalAmt |
| Program Services | $5,969,719 | ProgramServicesAmt |
| Management And General | $81,647 | ManagementAndGeneralAmt |
| Fundraising | $64,632 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,004,161 | TotalAmt |
| Program Services | $19,525,712 | ProgramServicesAmt |
| Management And General | $267,050 | ManagementAndGeneralAmt |
| Fundraising | $211,399 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,206 | TotalAmt |
| Program Services | $1,783,618 | ProgramServicesAmt |
| Management And General | $79,543 | ManagementAndGeneralAmt |
| Fundraising | $10,045 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Hospitality Student Room/Board | $541,606 | $541,606 | ||
| Catering & Other Hospitality | $222,800 | $215,906 | $4,258 | $2,636 |
| Bldg/Grounds Repair/Maint | $2,384,269 | $2,334,856 | $27,843 | $21,570 |
| Athletic Activities | $1,189,665 | $1,189,665 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,129 | TotalAmt |
| Program Services | $650,541 | ProgramServicesAmt |
| Management And General | $4,994 | ManagementAndGeneralAmt |
| Fundraising | $3,594 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,602,866 | TotalAmt |
| Program Services | $381,770,844 | ProgramServicesAmt |
| Management And General | $15,849,654 | ManagementAndGeneralAmt |
| Fundraising | $2,982,368 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,899,468 | BOYAmt |
| EOY | $7,765,340 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,579,589 | BOYAmt |
| EOY | $16,008,499 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,781,769 | BOYAmt |
| EOY | $18,536,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,419,104 | BOYAmt |
| EOY | $7,661,406 | 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 | $24,187,585 | BOYAmt |
| EOY | $21,340,178 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,617 | BOYAmt |
| EOY | $3,813,470 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,597,052 | BOYAmt |
| EOY | $3,741,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $678,991,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $311,038,926 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,619,928 | BOYAmt |
| EOY | $367,952,843 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,791,612 | BOYAmt |
| EOY | $673,614,060 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,477,267 | BOYAmt |
| EOY | $207,175,162 | 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 | $750,373 | BOYAmt |
| EOY | $3,925,869 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,390,428 | BOYAmt |
| EOY | $1,331,534,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,420,717 | BOYAmt |
| EOY | $28,937,952 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,436 | BOYAmt |
| EOY | $21,382 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,413,334 | BOYAmt |
| EOY | $19,870,358 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,345,820 | BOYAmt |
| EOY | $143,307,247 | 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 | $8,538,341 | BOYAmt |
| EOY | $7,398,341 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,736,022 | BOYAmt |
| EOY | $57,766,143 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,485,670 | BOYAmt |
| EOY | $257,301,423 | 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 | $379,329,756 | BOYAmt |
| EOY | $431,204,804 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,575,002 | BOYAmt |
| EOY | $643,028,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,904,758 | BOYAmt |
| EOY | $1,074,233,343 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,390,428 | BOYAmt |
| EOY | $1,331,534,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $77,708,196 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $138,610,846 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,009,543 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $65,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $101,839 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $166,839 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
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 IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU),THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), THE ASSOCIATION OF GOVERNING BOARDS (AGB), THE GREATER SACRAMENTO ECONOMIC CHAMBER AND THE SACRAMENTO METRO CHAMBER FOUNDATION. THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. ON BEHALF OF THE DENTAL SCHOOL, THE UNIVERSITY RETAINED THE FIRMS VECTIS STRATEGIES/VECTIS DC, LLC TO PROVIDE STRATEGIC SERVICES IN PUBLIC RELATIONS AND GOVERNMENT RELATIONS, IN AREAS RELATED TO HIGHER EDUCATION AND DENTISTRY IN PARTICULAR. A SUBSET OF THOSE STRATEGIC SERVICES INCLUDES LOBBYING SERVICES IN THE FORM OF CONTACT WITH STATE AND FEDERAL LEGISLATORS AND GOVERNMENT AGENCIES. THE AMOUNTS SHOWN ON SCHEDULE C, PART II-B LINE 1G REFLECT THE TOTAL FEES PAID TO VECTIS STRATEGIE/VECTIS DC, LLC, DURING FY21. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $855 | RevenuesIncludedAmt |
| Assets Included | $58,112,255 | AssetsIncludedAmt |
| 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 |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,799,448 | BeginningYearBalanceAmt |
| Contributions | $8,620,550 | ContributionsAmt |
| Investment Earnings Or Losses | $183,971,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,364,413 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $4,884,015 | AdministrativeExpensesAmt |
| End Year Balance | $625,142,889 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $463,312,942 | BeginningYearBalanceAmt |
| Contributions | $11,122,036 | ContributionsAmt |
| Investment Earnings Or Losses | $2,320,651 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,075,735 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $3,880,446 | AdministrativeExpensesAmt |
| End Year Balance | $455,799,448 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $452,976,087 | BeginningYearBalanceAmt |
| Contributions | $13,736,818 | ContributionsAmt |
| Investment Earnings Or Losses | $16,294,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,284,234 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $3,410,293 | AdministrativeExpensesAmt |
| End Year Balance | $463,312,942 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $423,478,347 | BeginningYearBalanceAmt |
| Contributions | $10,541,829 | ContributionsAmt |
| Investment Earnings Or Losses | $37,810,286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,492,191 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $3,362,184 | AdministrativeExpensesAmt |
| End Year Balance | $452,976,087 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,243,643 | BeginningYearBalanceAmt |
| Contributions | $15,085,253 | ContributionsAmt |
| Investment Earnings Or Losses | $51,369,988 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,873,990 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $3,346,547 | AdministrativeExpensesAmt |
| End Year Balance | $423,478,347 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,263,174 | OtherCostOrOtherBasisAmt |
| Book Value | $6,263,174 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $496,313,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $263,058,705 | DepreciationAmt |
| Book Value | $233,254,870 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,862,729 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,980,221 | DepreciationAmt |
| Book Value | $119,882,508 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,552,291 | OtherCostOrOtherBasisAmt |
| Book Value | $8,552,291 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $367,952,843 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Hedge Funds & Private Equity | $201,553,600 |
| Real and Personal Property | $2,703,744 |
| U.S. Equities | $800,002 |
| Assets Held by Other Trustees | $2,117,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $207,175,162 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Trust and Annuity Obligations | $10,346,328 |
| Self Insurance and Early Retirement Reserves | $12,182,604 |
| Asset Retirement Obligation | $8,738,608 |
| Lease Obligations | $4,410,308 |
| Federal Student Loan Program | $22,088,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,766,143 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $332,620,104 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $138,610,846 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $138,610,846 | RevenueNotReportedAmt |
| Revenue Subtotal | $194,009,258 | RevenueSubtotalAmt |
| Other Revenues Not Included | $284,301,804 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $284,301,804 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $478,311,062 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $293,178,318 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $293,178,318 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $107,424,548 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $107,424,548 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $400,602,866 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part VII Investments - other securities 5% or more of total assets | ALTERNATIVE INVESTMENTS ARE THE MAJORITY OF THE "OTHER" SECURITIES. THE ENDOWMENT HAS A 34% TARGET TO ALTERNATIVES WHICH IS PRIMARILY NON-PUBLICLY TRADED SECURITIES. THESE INVESTMENTS INCLUDE MARKETABLE ALTERNATIVES AND PRIVATE EQUITY. AT FYE 2021, THESE ASSETS REPRESENTED APPROXIMATELY 31% OF THE ENDOWMENT. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The University's Holt-Atherton Special Collections department houses the University library's non-circulating rare and unique research materials. The mission of Special Collections is to collect, preserve, and provide access to manuscript collections, a specialized book collection, and the university archives for students and faculty of the University of the Pacific and the general public. The majority of what the Special Collections Department oversees is the following: - John Muir Papers: the world's largest repository of Muir documents; - Moscone Papers: personal letters, political correspondence, draft speeches, and video interviews that bear witness to one of the most transformational eras in California politics; - Western Americana: primarily comprised of manuscripts and specialized books, emphasizing California history; -Japanese-American Internment documents - focused on the internment relocation experience with an emphasis on San Joaquin County; -University Archives - historic records generated by administration, faculty, staff and students of Pacific. In October 2013, the estate of the late Robert and Jeannette Powell endowed a $125MM gift to the University. This bequest included approximately 18 works of art from the Powell's personal collection. The items are intended to be held for visual display throughout the University's three campuses. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The University's Endowment Funds include quasi-endowed funds established by the Board of Regents and permanently restricted endowment funds established by donors. Endowed funds are invested in perpetuity in accordance with the University's investment and spending policies. Quasi-endowed funds are restricted to various uses as approved by the Board of Regents. Donor-restricted funds include funds invested for purposes of funding student scholarships, investment in plant and program support. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | FINANCIAL AID - XXX-XX-XXXX INVESTMENT GAINS - XXX-XX-XXXX COST OF GOODS SOLD - -1663254 OTHER CHANGES - 6384814 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | FINANCIAL AID - XXX-XX-XXXX COST OF GOODS SOLD - -1663254 |
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 | Yes (true) | 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 | Newspaper media displays include statement of racial nondiscriminatory policy of the University in the solicitation of students. The University's website maintains the nondiscrimination policy easily accessible throughout the website. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | During the tax year ending on 06/30/2021, the University received support from various federal and state governmental agencies totaling $27,612,210. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 1 | Program Services | STUDY ABROAD | $3,162 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | PROFESSIONAL SERVICES | $15,297 |
| Middle East and North Africa | 0 | 0 | Program Services | PROFESSIONAL SERVICES | $37,810 |
| North America (Canada & Mexico only) | 0 | 1 | Program Services | Professional Services | $190,612 |
| Central America and the Caribbean | 0 | 0 | Investments | $122,258,686 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $6,088,664 | |
| East Asia and the Pacific | 0 | 0 | Investments | $2,734,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $131,328,651 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $131,328,651 | 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 | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 3(f) GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES | THE AMOUNTS LISTED IN COLUMN (F) FOR THE UNIVERSITY'S INVESTMENTS IN CENTRAL AMERICAN/CARIBBEAN, EAST ASIA AND THE PACIFIC, AND EUROPE REFER TO THE FAIR MARKET VALUE OF INVESTMENTS FOR THAT PARTICULAR REGION, NOT SOLELY THE EXPENDITURES FOR THE FISCAL TAX YEAR ENDED 6/30/21, AS REQUIRED BY THE IRS. |
| Schedule F, Part I CONFERENCE-RELATED EXPENDITURES | INDIRECT EXPENSES ARE NOT TRACKED FOR THESE PROGRAMS AS WE ONLY TRACK UNIVERSITY FUNDS TRANSFERRED TO FOREIGN COUNTRIES TO SUPPORT THESE PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Orange & No Black Tie Virtual Ball | Event1Nm |
| Gross Receipts Event1 | $110,946 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $110,851 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $33,322 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $30,103 | OtherDirectExpensesEvent1Amt |
| Event2 | Legacy Ball | Event2Nm |
| Gross Receipts Event2 | $88,792 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $83,029 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,763 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $46,765 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,888 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $21 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,848 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $42,633 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $215 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,149 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $242,586 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $236,513 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,073 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $80,087 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,888 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,273 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $118,248 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$112,175 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DONOR SPONSORED FINANCIAL AID | 335 | $10,705,265 |
| UNIVERSITY SPONSORED FINANCIAL AID | 3077 | $98,382,537 |
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 | Federal and state programs are administered according to the laws, rules, statutes, and regulations as issued by the State of California and the U.S. Department of Education as well as the U.S. Department of Health and Human Services. University scholarships and grants are administered according to the policies and procedures developed and implemented by the Financial Aid Office in support of the University's strategic enrollment plan. The Financial Aid Office uses the Free Application for Federal Student Aid (FAFSA) as well as a number of supporting documents of verification to determine a student's eligibility for all need based programs. In addition, students are reviewed based on academic qualifications and special talents for merit based programs such as music, athletics, regents scholarships and similar programs. Policies and Procedures ensure that the determination of aid eligibility and the subsequent delivery of aid from any and all programs are done in a fair and equitable manner and in accordance with the rules and regulations that govern the individual programs. | 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 |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Callahan Christopher | ||||||||||||||
| President (incoming) | $301,358 | $0 | $0 | $0 | $14,219 | $0 | $21,287 | $0 | $33,007 | $0 | $369,871 | $0 | $0 | $0 |
| Pallavicini Maria | ||||||||||||||
| Interim President & Provost | $416,663 | $0 | $40,000 | $0 | $17,316 | $0 | $46,964 | $0 | $11,041 | $0 | $531,984 | $0 | $0 | $0 |
| Mullen Kenneth | ||||||||||||||
| VP, Business & Finance | $373,333 | $0 | $25,000 | $0 | $16,151 | $0 | $43,360 | $0 | $21,695 | $0 | $479,539 | $0 | $0 | $0 |
| Schwartz Michael | ||||||||||||||
| Interim Provost & Dean, McGeorge School of Law | $367,360 | $0 | $0 | $0 | $1,872 | $0 | $21,645 | $0 | $22,210 | $0 | $413,087 | $0 | $0 | $0 |
| Sprecher Art | ||||||||||||||
| Vice President Technology & CIO | $292,633 | $0 | $30,000 | $0 | $13,258 | $0 | $37,705 | $0 | $29,192 | $0 | $402,788 | $0 | $0 | $0 |
| Atterbury George | ||||||||||||||
| VP, Development | $300,787 | $0 | $0 | $0 | $15,712 | $0 | $36,880 | $0 | $22,374 | $0 | $375,753 | $0 | $0 | $0 |
| Petr Carrie | ||||||||||||||
| VP, Student Life | $236,640 | $0 | $0 | $0 | $2,882 | $0 | $32,423 | $0 | $20,560 | $0 | $292,505 | $0 | $0 | $0 |
| Nadershahi Nader | ||||||||||||||
| Dean, Dugoni School of Dentistry | $415,692 | $0 | $0 | $0 | $8,180 | $0 | $23,421 | $0 | $20,323 | $0 | $467,616 | $0 | $0 | $0 |
| Carroll Timothy | ||||||||||||||
| Dean, Eberhardt School Business | $340,831 | $0 | $0 | $0 | $1,158 | $0 | $19,154 | $0 | $28,673 | $0 | $389,816 | $0 | $0 | $0 |
| Howell Steven | ||||||||||||||
| Dean, Engineering & Computer Science | $307,863 | $0 | $0 | $0 | $4,357 | $0 | $17,371 | $0 | $28,638 | $0 | $358,229 | $0 | $0 | $0 |
| Oppenheimer Phillip | ||||||||||||||
| Dean, Pharmacy & Health Sciences (outgoing) | $135,230 | $0 | $0 | $0 | $151,001 | $0 | $17,146 | $0 | $22,038 | $0 | $325,415 | $0 | $0 | $0 |
| Campbell Patricia | ||||||||||||||
| Dean, Benerd College | $259,109 | $0 | $0 | $0 | $1,330 | $0 | $14,259 | $0 | $279 | $0 | $274,977 | $0 | $0 | $0 |
| Fraden Rena | ||||||||||||||
| Dean, College of the Pacific | $255,008 | $0 | $0 | $0 | $3,393 | $0 | $14,092 | $0 | $7,030 | $0 | $279,523 | $0 | $0 | $0 |
| Lucas Janet | ||||||||||||||
| Athletics Director | $245,679 | $0 | $0 | $0 | $6,267 | $0 | $33,020 | $0 | $11,292 | $0 | $296,258 | $0 | $0 | $0 |
| Witte Peter | ||||||||||||||
| Dean, Conservatory of Music | $230,574 | $0 | $0 | $0 | $765 | $0 | $13,347 | $0 | $30,046 | $0 | $274,732 | $0 | $0 | $0 |
| Manilay Bayani | ||||||||||||||
| Assistant Vice President, Treasury | $163,220 | $0 | $0 | $0 | $495 | $0 | $9,150 | $0 | $28,496 | $0 | $201,361 | $0 | $0 | $0 |
| Matsumoto Rae | ||||||||||||||
| Dean, Pharmacy & Health Sciences (incoming) | $150,624 | $0 | $0 | $0 | $3,736 | $0 | $0 | $0 | $3,536 | $0 | $157,896 | $0 | $0 | $0 |
| Stoudamire Damon | ||||||||||||||
| Head Coach, Men's Basketball | $572,020 | $0 | $7,500 | $0 | $9,017 | $0 | $28,500 | $0 | $30,410 | $0 | $647,447 | $0 | $0 | $0 |
| Cox Darren | ||||||||||||||
| Professor | $350,196 | $0 | $0 | $0 | $648 | $0 | $18,476 | $0 | $10,663 | $0 | $379,983 | $0 | $0 | $0 |
| Ferreira Cabido Maria | ||||||||||||||
| Associate Professor | $309,092 | $0 | $0 | $0 | $230 | $0 | $15,119 | $0 | $10,653 | $0 | $335,094 | $0 | $0 | $0 |
| Yarborough Craig | ||||||||||||||
| Associate Dean, Institutional Advancement, Dugoni | $294,461 | $0 | $0 | $0 | $4,065 | $0 | $16,017 | $0 | $20,940 | $0 | $335,483 | $0 | $0 | $0 |
| Gonzalez Carlos | ||||||||||||||
| Assistant Professor | $280,396 | $0 | $0 | $0 | $349 | $0 | $11,472 | $0 | $19,759 | $0 | $311,976 | $0 | $0 | $0 |
| Eibeck Pamela | ||||||||||||||
| President (outgoing) | $0 | $0 | $0 | $0 | $852,552 | $0 | $0 | $0 | $0 | $0 | $852,552 | $0 | $0 | $0 |
| Mootz Francis | ||||||||||||||
| Professor, McGeorge School of Law | $220,716 | $0 | $0 | $0 | $1,064 | $0 | $14,080 | $0 | $6,986 | $0 | $242,846 | $0 | $0 | $0 |
| Gale Lewis | ||||||||||||||
| Professor, Eberhardt School of Business | $169,241 | $0 | $0 | $0 | $690 | $0 | $11,793 | $0 | $28,465 | $0 | $210,189 | $0 | $0 | $0 |
| Webster Linda | ||||||||||||||
| Senior Associate Dean, Benerd College | $142,950 | $0 | $0 | $0 | $527 | $0 | $9,428 | $0 | $26,584 | $0 | $179,489 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT | PLEASE SEE SCHEDULE O FOR THE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15A |
| Schedule J, Part I, Line 1a First-class or charter travel | The University does not pay the cost of first class travel. Any exceptions to this policy require the written approval of the President or Vice President for Business & Finance, obtained in advance of travel. Employees are permitted to use personal airline miles, "points," or other for upgrades; however, the University will not reimburse employees for the value of these upgrades. During the 990 calendar year there was an approved exception granted for first class travel. The employee has a high public profile and is allowed to fly first class on all trips in order to minimize social interactions in coach, as per his employee contract. The value of the first class travel was considered a necessary business expense and therefore, was not included on the W2. |
| Schedule J, Part I, Line 1a Travel for companions | Companion travel is the financial responsibility of the traveler except in cases where the presence of the companion is required for university business reasons and therefore is not included in the individual's W-2. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The University has three campuses, located in Stockton, Sacramento and San Francisco. At the main campus in Stockton, on-campus housing is provided to the President. For the President, the housing qualifies for exclusion from employee taxable income. Use by employees of residential property owned by the University other than the above is treated as taxable compensation. Taxable compensation for use of the San Francisco residential property was $325.00 for Christopher Callahan, and $1,125.00 for Carrie Petr. There was no personal use of other Stockton or Sacramento residential properties. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Outgoing President Pamela Eibeck received a separation payment of $852,551.78. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority | ||||||||
| A | 521705592 | 130178J80 | 2012-01-26 | $37,987,510 | See Part VI | false | false | false |
| California Educational Facilities Authority | ||||||||
| B | 521705592 | 1301787B6 | 2015-08-04 | $75,997,350 | See Part VI | false | false | false |
| California Education Facilities Authority | ||||||||
| C | 521705592 | 000000000 | 2020-10-30 | $15,955,000 | SEE PART VI | false | false | false |
| California Municipal Finance Authority | ||||||||
| D | 201563466 | 13048VUG1 | 2020-11-12 | $42,545,523 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,075,000 | $0 | $38,011,685 | $0 | $1,752,476 | $759,750 | $0 | $0 | $15,524,175 | $19,974,981 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $10,995,000 | $0 | $75,997,350 | $0 | $0 | $888,095 | $0 | $0 | $0 | $75,109,255 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $2,130,000 | $15,955,000 | $15,955,000 | 2020 | Yes (true) | false | Yes (true) | Yes (true) | ||||||||
| D | $42,545,523 | $607,050 | $41,938,473 | 2020 | Yes (true) | false | 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 | Any Research AgreementsAnyResearchAgreementsInd | 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 | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | Yes (true) |
| C | false | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | |
| D | false | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| C | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part III, Line 9 Written Procedures | As noted in Schedule K, Part III, Line 9, the University has adopted management practices and procedures to ensure post-issuance compliance of its tax-exempt bond liabilities. The University's written procedures have been updated to ensure that any violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations. |
| Schedule K, Part I, Column (f) Supplemental Information | Part I, Column (F) - Description of Purpose CEFA Series 2012A (issue date January 26, 2012): To refund all of the Series 1998 and 2000 bond issuances and finance the cost of the acquisition, construction, expansion, replacement, renovation, improvement and/or equipping of a seven-story building for the San Francisco Campus at 155 Fifth Street; fund capitalized interest on a portion of the bonds; and pay certain costs in connection with the issuance of the bonds. The refunded series 1998 and 2000 was issued on February 25, 2012. CEFA Series 2015 (issue date August 4, 2015): To refund all of the Series 2004 and 2006 bond issuances. No new debt was incurred with this issuance. CEFA Series 2014 (issue date May 12, 2014): On October 30, 2020, the interest rate was reset for Series 2014 which was issued to pay off a prior line of credit loan with Wells Fargo Bank and to pay for the costs of acquiring and developing a seven-story building for the San Francisco Campus at 155 Fifth Street. CMFA Series 2020A (issue date November 12, 2020): To refund the Series 2009 and 2016 bond issuances. No new debt was incurred with this issuance. |
| Schedule K, Part II, Line 3 Supplemental Information | Part II, line 3, columns A & B - Total proceeds of issue The total proceeds of the issue exceed the issue price due to investment earnings on the project fund. |
| Schedule K, Part II, Line 11 Other Spent Proceeds | Part II, line 11, columns B & D - The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow. |
| Schedule K, Part III, Line 6 Total Percentage of financed property used | Due to the campus closure during Fiscal Year 20-21, there was no third party use or unrelated activity carried on in bond financed space. The minor amount of non-qualified use created by the agreements identified in lines 2 and 3 will resume in Fiscal Year 21-22. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $75,347 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FATAMEH NADERSHAHI | |||
| FAMILY MEMBER OF NADER NADERSHAHI, A KEY EMPLOYEE | $67,396 | SEE SUPPLEMENTAL INFORMATION | false |
| NAVID KNIGHT | |||
| FAMILY MEMBER OF NADER NADERSHAHI, KEY EMPLOYEE | $60,811 | SEE SUPPLEMENTAL INFORMATION | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| VENDOR AND CONTRIBUTOR | $282,932 | SEE SUPPLEMENTAL INFORMATION | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO FATAMEH N. NADERSHAHI, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2020 FOR FATAMEH N. NADERSHAHI. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO NAVID KNIGHT, HIS BROTHER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR REPORTING 990 CALENDAR YEAR 2020 FOR NAVID KNIGHT. |
| Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS | PER THE 990 INSTRUCTIONS, THE UNIVERSITY IS NOT REQUIRED TO IDENTIFY THE INTERESTED PERSONS WHO RECEIVED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THE UNIVERSITY MUST GROUP EACH TYPE OF ASSISTANCE PROVIDED TO INTERESTED PERSONS. THIS IS DONE IN ORDER TO PROTECT THE IDENTITY OF THE STUDENTS. |
| Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | A CONTRIBUTOR, PROVIDES MEDICAL EQUIPMENT USED BY STUDENTS IN DENTAL COURSES AND MADE A CONTRIBUTION TO THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS ALL PAYMENTS MADE TO THE VENDOR IN FISCAL YEAR 2021. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $852 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $450,556 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $987,529 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $139,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,082,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 77 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,895 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EDUCATION ITEMS | Desc |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,079,454 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 7 | 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 | Art - Works of art - Number of Contributions Securities - Publicly traded - Number of Contributions Food inventory - Number of Contributions Clothing and household goods - Number of Contributions Real estate - Residential - Number of Contributions Collectibles - Number of Contributions Securities - Closely held stock - Number of Contributions Other - EDUCATION ITEMS Number of Contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 Total Number of Volunteers | The University is fortunate to benefit from the services of volunteers across its numerous schools, departments, and programs, but the University does not formally track this population. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 11,186,296 including grants of $) RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. |
| Form 990, Part VI, Line 1a EXECUTIVE COMMITTEE | THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS EXCEPT THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: (I) PRESIDENTIAL SELECTION AND TERMINATION, (II) BOARD MEMBER AND BOARD OFFICER ELECTION, (III) CHANGES IN MISSION AND PURPOSES OF THE INSTITUTION, (IV) AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS, (V) INCURRENCE OF CORPORATE INDEBTNESS, (VI) ACQUISITION, SALE AND OTHER DISPOSITION OF REAL ESTATE, EXCEPT THE ACQUISITION, SALE OR OTHER DISPOSITION OF REAL ESTATE WHICH MEETS CERTAIN CONDITIONS SET FORTH IN BOARD POLICY, (VII) ADOPTION OF THE ANNUAL BUDGET, AND (VIII) CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE NEXT SCHEDULED MEETING OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL: (I) OVERSEE THE WORK OF THE BOARD COMMITTEES, (II) PERIODICALLY REVIEW THE BYLAWS AND RECOMMEND ANY APPROPRIATE CHANGES TO THE BOARD, AND (III) SUPPORT THE PRESIDENT, AND ANNUALLY EVALUATE HIS OR HER PERFORMANCE, COMPENSATION AND CONDITIONS OF EMPLOYMENT. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The full Board of Regents of the University annually reviews the IRS 990 prior to filing using the following process: - A draft of the return is electronically submitted to the Board Audit Committee for review. The Audit Committee Chair then sends comments and questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Audit Committee's questions in writing and submits the explanations and a draft of the return to the full Board for any further comment. - Board members send comments and questions to the Audit Committee Chair. The Chair forwards questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Board's questions in writing and submits the explanations to the Audit Committee Chair for any further comment. - The return is finalized and filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The University regularly and consistently monitors and enforces compliance with its written conflict of interest policy. Each year, all Board of Regents members and key employees identified by the Board's Audit Committee, inclusive of those reported as Board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees in this IRS 990, are required to complete and sign a conflict of interest survey. Surveys are submitted confidentially to the Director of Internal Audit for review. All individuals surveyed are required to sign an annual disclosure of any direct or fiduciary relationships that they (or members of their family) maintain with organizations that do business with the University which could be reasonably construed to affect their independent, unbiased judgment in light of their decision-making authority or responsibility. These individuals ("covered persons") affirm they: - Have received a copy of the conflict of interest policy; - Have read and understand the policy; - Agree to comply with the policy: and - Have disclosed any direct or indirect financial interest relationship. Any potential conflicts are addressed through further discussion with the respondent and resolved and disclosed as appropriate. If the Director of Internal Audit has reasonable cause to believe a Covered Person has failed to disclose actual or possible conflicts of interests, he or she shall inform the person of the basis for such belief and allow the Covered Person an opportunity to explain the alleged failure to disclose. Covered Persons who have declared or been found to have a conflict of interest must refrain from participation in the consideration of proposed transactions, unless for special reasons the Board or administration requests clarifying information or interpretation. Persons with conflicts may not vote or be present at the time of a vote. If after such notice and opportunity to disclose is provided, the Chair of the Audit Committee determines that a failure to make the required disclosure continues, the matter is referred to the Audit Committee of the Board of Regents, who review the matter and if it is determined that there is a conflict refers the matter to the full board of regents, which takes the necessary action to mitigate the conflict to protect the interest of the University. In addition, the University separately surveys all board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees as part of the annual IRS 990 review process to inform the answers to conflict of interest and governance. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE UNIVERSITY'S BOARD OF REGENTS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND SETTING THE PRESIDENT'S COMPENSATION UPON THE RECOMMENDATIONS OF THE BOARD'S EXECUTIVE COMMITTEE AND HUMAN RESOURCES COMMITTEE. THE HUMAN RESOURCES COMMITTEE IS APPOINTED BY THE BOARD TO PROVIDE OVERSIGHT OF EXECUTIVE COMPENSATION; REVIEW UNIVERSITY COMPENSATION PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES; AND PROVIDE INSIGHT, OVERSIGHT AND FORESIGHT IN MATTERS OF TALENT AND CULTURE. THE HUMAN RESOURCES COMMITTEE PROVIDES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE ON A COMPENSATION PACKAGE FOR THE PRESIDENT THAT IS APPROPRIATELY COMPETITIVE IN LIGHT OF BENCHMARK DATA AND THE PRESIDENT'S PERFORMANCE. EACH YEAR, THE HUMAN RESOURCES COMMITTEE COMPOSED OF THREE TO FOUR NONEMPLOYEE MEMBERS OF THE BOARD IS FORMED TO STUDY AND MAKE PRESIDENTIAL COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN ACCORDANCE WITH THE BYLAWS (ARTICLE IV), THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND REVIEWS THE RECOMMENDATIONS OF THE HUMAN RESOURCES COMMITTEE. THE EXECUTIVE COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD AS TO THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE FULL BOARD, AFTER CONSIDERATION OF THE RECOMMENDATIONS OF THE HUMAN RESOURCES COMMITTEE AND EXECUTIVE COMMITTEE, THEN APPROVES AND ADOPTS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE PRESIDENT, AS A MEMBER OF THE BOARD OF REGENTS, IS RECUSED FROM ALL COMPENSATION DISCUSSIONS, AND IS NOT INVOLVED IN ANY DECISIONS OF THE EXECUTIVE COMMITTEE OR THE BOARD. THE HUMAN RESOURCES COMMITTEE, EXECUTIVE COMMITTEE AND FULL BOARD BASE THEIR RECOMMENDATIONS AND DECISION (AS APPLICABLE) ON THE FOLLOWING: CONSULTATIONS WITH AND REPORTS OF INDEPENDENT COMPENSATION CONSULTANTS WORKING AT THE DIRECTION OF THE HUMAN RESOURCES COMMITTEE WHICH INCLUDE, AMONG OTHER INFORMATION, STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEY BY THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEYS BY THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA). THE HUMAN RESOURCES COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF REGENTS MINUTES DOCUMENT EACH GROUP'S RECOMMENDATION OR APPROVAL OF THE COMPENSATION FOR EACH YEAR. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE BOARD OF REGENTS IS RESPONSIBLE FOR ESTABLISHING THE CONDITIONS OF EMPLOYMENT FOR OTHER KEY INSTITUTIONAL OFFICERS WHO SERVE UNDER THE DIRECTION OF THE PRESIDENT, INCLUDING THE PROVOST, THE VICE PRESIDENTS AND OTHER KEY EMPLOYEES. WORKING THROUGH ITS HUMAN RESOURCES COMMITTEE, THE BOARD REVIEWS UNIVERSITY COMPENSATION PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES. THE HUMAN RESOURCES COMMITTEE PROVIDES OVERSIGHT OF EXECUTIVE COMPENSATION BY RECOMMENDING TO THE BOARD WHICH SENIOR UNIVERSITY OFFICERS AND OTHER KEY EMPLOYEES OTHER THAN THE PRESIDENT SHOULD BE SUBJECT TO THE BOARD'S REVIEW AND THEN THE COMMITTEE ENSURES THAT THE SALARY RANGES FOR THESE POSITIONS, AND THE PROCEDURES USED BY THE UNIVERSITY IN DETERMINING THEIR COMPENSATION, MEET APPLICABLE TAX, ACCOUNTING, AND LEGAL REQUIREMENTS AND ENABLE THE UNIVERSITY TO RECRUIT AND RETAIN SUPERIOR TALENT IN THESE POSITIONS. THE HUMAN RESOURCES COMMITTEE FURTHER DIRECTS THE UNIVERSITY IN THE RETENTION OF A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARATIVE MARKET INFORMATION ON COMPENSATION AND BENEFITS FOR THE PRESIDENT AND OTHER KEY EMPLOYEES, AND TO ADVISE THE COMMITTEE ON COMPENSATION TRENDS AND REGULATORY COMPLIANCE ISSUES. THE HUMAN RESOURCES COMMITTEE REVIEWS AND PROVIDES GUIDANCE TO THE PRESIDENT REGARDING COMPENSATION PHILOSOPHIES AND PLANS THAT GUIDE THE COMPENSATION OF UNIVERSITY EMPLOYEES EACH YEAR, THE PRESIDENT REVIEWS THE MOST RECENT REPORT BY THE UNIVERSITY'S INDEPENDENT COMPENSATION CONSULTANT, ALONG WITH, AS APPROPRIATE, ANNUAL COMPENSATION SURVEYS PREPARED BY THE ASSOCIATION OF CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA), IN ORDER TO ESTABLISH COMPARABLE RATES OF PAY FOR SIMILARLY-SIZED PRIVATE INSTITUTIONS. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE PROVOST OR VICE PRESIDENT WITH OVERSIGHT RESPONSIBILITY FOR THE RELATED SCHOOL OR DIVISION, USING THE ABOVE SOURCES ALONG WITH OTHER SOURCES RELEVANT TO THE RESPONSIBILITIES OF THE SCHOOL OR DIVISION KEY EMPLOYEE POSITION. PERFORMANCE REVIEWS, ALONG WITH ANY MERIT AND EQUITY SALARY ADJUSTMENTS, WERE COMPLETED DURING THE FISCAL YEAR ENDED 6/30/21. |
| Form 990, Part VI, Line 19 Required documents available to the public | The University's conflict of interest policies and audited financial statements are posted on its website, www.pacific.edu. The governing documents are not made publicly available except to the extent that they appear as attachments to Forms detailed in response to question number 18, in which case they would be provided upon request to the Office of General Counsel, University of the Pacific, 3601 Pacific Avenue, Stockton, CA 95211. Certain governing documents, including the University's Articles of Incorporation, are on file with the State of California. |
| Form 990, Part VII, Section A, Line 1a, Column (B) Average Hours Per Week | The University does not track hours worked by Trustees, Officers, Key Employees, and Highest Compensated Employees. Full-time exempt employees of the University are expected to work no less than 40 hours per week. Amounts provided in Part VII are based upon University estimates. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other - Total Revenue: 2906283, Related or Exempt Function Revenue: 2835077, Unrelated Business Revenue: 71206, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | ACTUARIAL GAIN (LOSS) ON TRUST & ANNUITY AND OTHER CHANGES - 1009543; |
| Form 990, Part VIII, Line 1e Government Grants (Contributions) | On April 9, 2020, the Secretary of Education, Betsy DeVos, announced the availability of CARES Act funding for emergency financial aid grants to students of University of the Pacific (and other colleges and universities nationwide). The federal government passed legislation called the Coronavirus Aid, Relief and Economic Security (CARES) Act. The bill builds upon earlier versions of the CARES Act and is intended to be a third round of federal government support in the wake of the COVID-19 public health crisis and associated economic fallout. The bill includes funding for emergency grants for eligible students. The Department of Education announced that University of the Pacific is eligible for an additional $9,200,543 to be used to make individual awards to students for their emergency expenses that resulted from campus disruption that occurred after March 27, 2020, due to the COVID-19 pandemic. University of the Pacific was awarded an additional $11,488,232 of the CARES Act Institutional Aid funding. |
| Schedule B, Part I Contributions | Amounts reported on Part VIII, Line 1f and Schedule B, Part I represent grant and contribution revenue reflected in the audited financial statements. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tri-City Properties LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 March Lane Suite 110 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822573286 | EIN |
| Primary Activities | Real Property Holdings | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $841,668 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of the Pacific | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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