2019-04-02T16:42:08-05:00 2018-05-31 KPMG LLP 550 S Hope St Suite 1500 Los Angeles CA 90071 990 2017-06-01 951643992 CHAPMAN UNIVERSITY % BEHZAD BINESH CHAP 7147447099 One University Drive Orange CA 92866 HAROLD W HEWITT JR EVP/COO 7147447099 2019-03-29 true CAREY MCKEE P01281067 2139724000 167.68.102.5 95488420190925000006 2019-04-02 P 164FA9FDD4A18A30677B9C9ED78991B59AF5BA8D 164FA9FDD4A18A30677B9C9ED78991B59AF5BA8D 2017 2019-02-21 02:37:17Z HAROLD W HEWITT JR One University Drive Orange CA 92866 701634271 false X www.chapman.edu X 1861 CA THE MISSION OF CHAPMAN UNIVERSITY IS TO PROVIDE PERSONALIZED EDUCATION OF DISTINCTION THAT LEADS TO INQUIRING, ETHICAL, AND PRODUCTIVE LIVES AS GLOBAL CITIZENS. 65 64 4938 400 0 -1128723 32376597 34926844 415486892 464408287 9788496 13242152 9458381 7283611 467110366 519860894 123441929 139520901 0 0 178097656 193124140 0 0 12809348 115791426 119448291 417331011 452093332 49779355 67767562 1250320854 1478754814 318031780 455735190 932289074 1023019624 X ACADEMIC SELECTIVITY AND GLOBAL CITIZENSHIP. OUR MISSION OF ENHANCING GLOBAL CITIZENSHIP DEPENDS ON AN OPEN, INCLUSIVE, AND DIVERSE LEARNING ENVIRONMENT, POPULATED BY INTELLECTUALLY VIBRANT INDIVIDUALS. WE OFFER A WIDE RANGE OF COURSES THAT HELP ALL STUDENTS DEVELOP A GLOBAL PERSPECTIVE AND MEET TWENTY-FIRST-CENTURY CHALLENGES.A BALANCED LIVING AND LEARNING ENVIRONMENT CHAPMAN UNIVERSITY'S BALANCE OF LIBERAL ARTS AND PROFESSIONAL PROGRAMS PROVIDES A LEARNING-CENTERED ENVIRONMENT. CAMPUS AND ACADEMIC ACTIVITIES OF ALL KINDS SUPPORT A LIVING/LEARNING ENVIRONMENT THAT RECOGNIZES THAT MUCH OF A STUDENT'S EDUCATION TAKES PLACE OUTSIDE OF THE CLASSROOM. OUR BEAUTIFUL CAMPUS INVITES STUDENTS AND VISITORS ALIKE NOT ONLY TO ENGAGE IN A REFLECTIVE APPROACH TO LIFE BUT ALSO TO EXTEND THEIR TIME ON CAMPUS AND ENJOY THE MANY OFFERINGS OF OUR INTELLECTUAL COMMUNITY. OFFERINGS OF OUR INTELLECTUAL COMMUNITY. OFFERINGS OF OUR INTELLECTUAL COMMUNITY. A LEARNING COMMUNITY -FACULTY WHO BRIDGE RESEARCH AND false false 291703607 139184695 424015578 LISTED BELOW ARE CHAPMAN UNIVERSITY'S ACADEMIC PROGRAMS, WHICH CURRENTLY PROVIDE MORE THAN 50 FIELDS OF UNDERGRADUATE STUDY AND MORE THAN 40 GRADUATE PROGRAMS, AS WELL AS A VARIETY OF CREDENTIAL AND CERTIFICATE PROGRAMS. - GEORGE L. ARGYROS SCHOOL OF BUSINESS AND ECONOMICS - ATTALLAH COLLEGE OF EDUCATIONAL STUDIES - LAWRENCE AND KRISTINA DODGE COLLEGE OF FILM AND MEDIA ARTS - JOHN AND DONNA CREAN COLLEGE OF HEALTH AND BEHAVIORAL SCIENCES - WILKINSON COLLEGE ARTS, HUMANITIES AND SOCIAL SCIENCES - COLLEGE OF PERFORMING ARTS - SCHOOL OF PHARMACY - FOWLER SCHOOL OF LAW - SCHMID COLLEGE OF SCIENCE AND TECHNOLOGY - SCHOOL OF COMMUNICATION - FOWLER SCHOOL OF ENGINEERING 53695508 CHAPMAN UNIVERSITY BOASTS TWO LIBRARIES, WHICH SERVE AS A PRIMARY RESOURCE OF ACADEMIC SUPPORT FOR OUR STUDENT BODY: THE LEATHERBY LIBRARIES AND THE RINKER LAW LIBRARY. THE LEATHERBY LIBRARIES INCLUDES NINE INDIVIDUALLY NAMED LIBRARIES WITH DISTINCTIVE COLLECTIONS REPRESENTING DISCIPLINARY AREAS OF THE UNIVERSITY: ARTS AND HUMANITIES, SOCIAL SCIENCES, SCIENCE AND TECHNOLOGY, EDUCATION, MUSIC, FILM AND TELEVISION, AND BUSINESS AND ECONOMICS. THE FIVE-STORY FACILITY FEATURES 14 GROUP STUDY ROOMS, 6 MULTI-MEDIA PREVIEW ROOMS, 1 MUSIC LISTENING ROOM, OVER 285 COMPUTERS FOR USER ACCESS, 6 COMPUTER CLASSROOMS, A LIBRARY INSTRUCTION ROOM, AN EXTENDED-HOUR STUDY COMMONS AND MORE THAN 750 SEATS AT TABLES, STUDY CARRELS AND LOUNGE CHAIRS. THE LEATHERBY LIBRARIES' COLLECTION CONTAINS ABOUT 350,000 VOLUMES AND ACCESS TO OVER 62,000 JOURNAL TITLES, IN ADDITION TO DVDS, VIDEOS, CDS AND OTHER MEDIA. THE RINKER LAW LIBRARY, CONTAINING OVER 40,000 SQUARE FEET AND SEATING FOR 300 PATRONS, FEATURES COMFORTABLE, QUIET STUDY AREAS, ALL WITH WIRELESS ACCESS. THE LIBRARY IS DESIGNED TO MEET THE NEEDS OF LEGAL EDUCATION IN THE TWENTY-FIRST CENTURY. IT CONTAINS A COMPREHENSIVE MONOGRAPH COLLECTION AS WELL AS MANY LEGAL RESOURCES IN HARD COPY AND ONLINE. THE LIBRARY IS OPEN 100 HOURS A WEEK ON A REGULAR BASIS AND EVEN LONGER DURING EXAM PERIODS. 27940529 STUDENT SERVICES: CHAPMAN UNIVERSITY STUDENTS HAVE ENDLESS OPPORTUNITIES FOR EXTENDING THEIR EDUCATION BEYOND THE CLASSROOM. THESE OPPORTUNITIES INCLUDE STUDENT GOVERNMENT, DIVISION III INTERCOLLEGIATE ATHLETICS, PUBLICATIONS, RADIO BROADCASTING, FINE ARTS, AND OVER 100 REGISTERED STUDENT ORGANIZATIONS, INCLUDING AN ACTIVE FRATERNITY AND SORORITY SYSTEM. 29137981 40392709 AUXILIARY ENTERPRISES 29137981 40392709 402477625 true true false false false false false true false true true true true false true false false true true true true false true false true false false true true true true false false false false false false false true true false true true false false true true true true false false true 1067 0 true 4938 true true true false false false false true true true 1 false false false X 65 64 false false false false false false false true true false false true true true true true true true true false AK CA CO ME MD MA MI NV NH OH OK OR SC WA WI X X BEHZAD BINESH 7147447099 ONE UNIVERSITY DRIVE ORANGE CA 92866 X WYLIE A AITKEN CHAIRMAN 1.0 0.0 X X 0 0 0 SCOTT CHAPMAN SECRETARY 1.0 0.0 X X 0 0 0 ZELMA M ALLRED ASSISTANT SECRETARY 1.0 0.0 X X 0 0 0 JOANN LEATHERBY VICE CHAIRMAN 1.0 0.0 X X 0 0 0 GUY ABRAMO TRUSTEE (AS OF 6/26/17) 1.0 0.0 X 0 0 0 RICHARD AFABLE TRUSTEE 1.0 0.0 X 0 0 0 LISA ARGYROS TRUSTEE (AS OF 6/26/17) 1.0 0.0 X 0 0 0 DONNA FORD ATTALLAH TRUSTEE 1.0 0.0 X 0 0 0 RAJ S BHATHAL TRUSTEE 1.0 0.0 X 0 0 0 JAMES P BURRA TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL CARVER TRUSTEE 1.0 0.0 X 0 0 0 PHILLIP H CASE TRUSTEE 1.0 0.0 X 0 0 0 AKIN CEYLAN TRUSTEE 1.0 0.0 X 0 0 0 IRVING M CHASE TRUSTEE 1.0 0.0 X 0 0 0 HAZEM CHEHABI TRUSTEE 1.0 0.0 X 0 0 0 JEROME W CWIERTNIA TRUSTEE 1.0 0.0 X 0 0 0 ZEINAB H DABBAH TRUSTEE 1.0 0.0 X 0 0 0 KRISTINA DODGE TRUSTEE (THRU 12/11/17) 1.0 0.0 X 0 0 0 DALE E FOWLER TRUSTEE 1.0 0.0 X 0 0 0 BARRY GOLDFARB TRUSTEE 1.0 0.0 X 0 0 0 EMILE HADDAD TRUSTEE (AS OF 3/26/18) 1.0 0.0 X 0 0 0 STAN HARRELSON TRUSTEE 1.0 0.0 X 0 0 0 GAVIN S HERBERT JR TRUSTEE 1.0 0.0 X 0 0 0 MARK HILBERT TRUSTEE 1.0 1.0 X 0 0 0 WILLIAM K HOOD TRUSTEE 1.0 0.0 X 0 0 0 ANDY HOROWITZ TRUSTEE (AS OF 6/26/17) 1.0 0.0 X 0 0 0 MARK CHAPIN JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 JENNIFER L KELLER TRUSTEE 1.0 0.0 X 0 0 0 PARKER S KENNEDY TRUSTEE 1.0 0.0 X 0 0 0 LAURA KHOURI TRUSTEE (THRU (01/23/18) 1.0 0.0 X 0 0 0 THOMAS E MALLOY TRUSTEE 1.0 0.0 X 0 0 0 CHARLES D MARTIN TRUSTEE (THRU 03/28/17) 1.0 0.0 X 0 0 0 JAMES V MAZZO TRUSTEE 1.0 0.0 X 0 0 0 ANN D MOSKOWITZ TRUSTEE (THRU 12/11/17) 1.0 0.0 X 0 0 0 SEBASTIAN PAUL MUSCO TRUSTEE 1.0 0.0 X 0 0 0 RICHARD MUTH TRUSTEE (AS OF 6/26/17) 1.0 1.0 X 0 0 0 JAMES PETERSON TRUSTEE 1.0 0.0 X 0 0 0 HARRY S RINKER TRUSTEE 1.0 0.0 X 0 0 0 JAMES B ROSZAK TRUSTEE 1.0 0.0 X 0 0 0 THE HONORABLE LORETTA SANCHEZ TRUSTEE 1.0 0.0 X 0 0 0 MOHINDAR S SANDHU TRUSTEE 1.0 0.0 X 0 0 0 RONALD M SIMON TRUSTEE 1.0 0.0 X 0 0 0 RONALD E SODERLING TRUSTEE 1.0 0.0 X 0 0 0 KAREN R WILKINSON TRUSTEE 1.0 0.0 X 0 0 0 DAVID W WILSON TRUSTEE 1.0 0.0 X 0 0 0 THE HONORABLE GEORGE L ARGYROS EMERITUS CHAIR 1.0 0.0 X 0 0 0 DAVID A JANES EMERITUS CHAIR 1.0 0.0 X 0 0 0 DOY B HENLEY EMERITUS CHAIR 1.0 0.0 X 0 0 0 DONALD E SODARO EMERITUS CHAIR 1.0 0.0 X 0 0 0 RICHARD BERTEA EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 LYNN HIRSCH BOOTH EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 ARLENE R CRAIG EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 J BEN CROWELL EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 ROBERT A ELLIOTT EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 DAVID C HENLEY EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 ROGER C HOBBS EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 RANDALL R MCCARDLE EMERITUS TRUSTEE(THRU 4/26/18) 1.0 0.0 X 0 0 0 CECILIA PRESLEY EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 BARRY RODGERS EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 RICHARD R SCHMID EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 R DAVID THRESHIE EMERITUS TRUSTEE 1.0 0.0 X 0 0 0 CONNIE BENSON EXOFFICIO TRTE(AS OF 12/11/17) 1.0 0.0 X 0 0 0 JAMES BLAYLOCK EXOFFICIO TRTE(THRU 12/11/17) 1.0 0.0 X 0 0 0 REVEREND LATAUNYA BYNUM EXOFFICIO TRUSTEE 1.0 0.0 X 0 0 0 REVEREND DON DEWEY EXOFFICIO TRUSTEE 1.0 0.0 X 0 0 0 BARBARA EIDSON EXOFFICIO TRTE(THRU 07/01/17) 1.0 0.0 X 0 0 0 NANCY FLEEMAN EXOFFICIO TRTE(AS OF 06/01/17) 1.0 0.0 X 0 0 0 REVEREND DAYNA KINKADE EXOFFICIO TRUSTEE 1.0 0.0 X 0 0 0 ANNE MANASSERO EXOFFICIO TRTE(AS OF 07/01/18) 1.0 0.0 X 0 0 0 MELINDA M MASSON EXOFFICIO TRUSTEE 1.0 0.0 X 0 0 0 LINDA D RUTH EXOFFICIO TRTE(THRU 06/01/17) 1.0 0.0 X 0 0 0 REVEREND FELIX VILLANUEVA EXOFFICIO TRUSTEE 1.0 0.0 X 0 0 0 REVEREND DENNY WILLIAMS EXOFFICIO TRTE(THRU 09/01/17) 1.0 0.0 X 0 0 0 DANIELE STRUPPA PRESIDENT 40.0 1.0 X X 1210275 0 445704 HAROLD HEWITT JR EXEC VP & COO 40.0 0.0 X 681450 0 87128 JERRY PRICE VICE CHANCELLOR & DEAN OF STUD 40.0 0.0 X 260986 0 46209 KRIS OLSEN VP CAMPUS PLANNING 40.0 0.0 X 394583 0 42536 MARK WOODLAND VP STRATEGIC MARKETING & COMM. 40.0 0.0 X 73258 0 4223 MICHAEL PELLY VP OFFICE OF ENROLLMENT MGMT 40.0 0.0 X 300644 0 32610 REBECCA R CAMPOS VP HUMAN RESOURCES 40.0 0.0 X 342469 0 42515 SHERYL BOURGEOIS EVP OF UNIVERSITY ADVANCEMENT 40.0 0.0 X 811059 0 74309 GLENN M PFEIFFER EXEC VP ACADEMIC AFFAIRS 40.0 0.0 X 455673 0 37376 HELEN NORRIS VICE PRESIDENT & CIO 40.0 0.0 X 328149 0 55766 THOMAS CHRISTOPHER PIECHOTA VICE PRESIDENT RESEARCH 40.0 0.0 X 314306 0 41845 JAMES DOTI FORMER PRES & EXOFFICIO TRTE 40.0 1.0 X 1603291 0 52040 VERNON SMITH FACULTY - NOBEL LAUREATE 40.0 0.0 X 534139 0 38444 YAKIR AHARONOV FACULTY 40.0 0.0 X 465441 0 22958 LOUIS LYON DEAN,SCHMID COLLEGE OF SCIENCE 40.0 0.0 X 366728 0 48976 RONALD P JORDAN DEAN, SCHOOL OF PHARMACY 40.0 0.0 X 495536 0 67360 8637987 0 1139999 393 false true false DEIONGHS CONSTRUCTION 432 E EVERETT PL ORANGE CA 92867 CONSTRUCTION 1041635 ZENITH INSURANCE COMPANY 21255 CALIFA STREET WOODLAND HILLS CA 91367 INSURANCE 815903 NEW WEST BUILDERS 12082 WOODBINE SANTA ANA CA 92705 CONSTRUCTION 470598 DF LANDSCAPE MAINTENANCE PO BOX 1204 LAKE FOREST CA 92609 LANDSCAPE MAINT 325207 TREVTOR CONSTRUCTION 10691 VIENNA DRIVE GARDEN GROVE CA 92840 CONSTRUCTION 322660 20 1937603 7445794 25543447 2674173 34926844 TUITION AND FEES 611710 424015581 424015581 STUDENT HOUSING AND MEAL PLANS 611710 34147196 34147196 FACILITIES/CONFERENCES 531390 1656834 1656834 STUDENT FEES 611710 1461853 1461853 STUDENT GOVERNMENT FEES 611710 902995 902995 2223828 2223828 464408287 9671959 9671959 0 0 2652646 1807447 845199 0 845199 845199 177809905 4533073 174727165 4045620 3082740 487453 3570193 3570193 279878 1937603 1193145 -913267 -913267 0 0 0 0 0 0 PARKING FEES & METERS 812930 2847958 2847958 PERFORMANCE GRANTS & OUTSIDE SCHOLARSHIPS 900099 1859068 1859068 VENDING INCOME 900099 158529 158529 2486124 2486124 7351679 519860894 464408287 20525763 699085 699085 138485610 138485610 336206 336206 0 4631512 2114330 1791326 725856 0 146358559 125116528 16012733 5229298 9133993 7617209 1198017 318767 22976131 18982733 3199003 794395 10023945 8281719 1395650 346576 0 1895821 26352 1869469 299852 299852 0 0 1216658 1216658 10462649 6706783 2173770 1582096 2196129 1355832 229006 611291 10679350 8806827 1057149 815374 6022691 3093874 2892604 36213 0 21138142 19499154 416508 1222480 5841209 4647458 608289 585462 0 4218097 4218097 9622371 9073169 441040 108162 0 27110125 24685485 1991262 433378 3309270 3295247 14023 STUDY ABROAD EXPENSES 6712668 6712668 FOOD SERVICES EXPENSES 5288181 5288181 BOOKS AND PERIODICALS 3125971 3125971 VEHICLE MAINTENANCE 273275 273275 35832 35832 452093332 402477625 36806359 12809348 X 134407 118285 67539418 65415140 51262336 45372694 4756491 5006241 0 0 0 0 4268096 3593283 568568 570472 4350551 4866784 993228010 245719061 686233578 747508949 162938255 159957228 257001423 292814806 1736062 148000000 0 0 9531669 5530932 1250320854 1478754814 40794433 47070444 0 0 14973293 15404514 212594152 245870713 0 0 0 0 6726802 0 19239909 126182509 23703191 21207010 318031780 455735190 X 679656632 760015167 112532113 118207144 140100329 144797313 932289074 1023019624 1250320854 1478754814 X 67767562 19632845 3330143 X false true X true true true X 36629372 36160886 40263766 32376597 34926844 180357465 0 0 36629372 36160886 40263766 32376597 34926844 180357465 12510889 167846576 6666776 12233354 10807331 11726163 12324605 53758229 0 5473272 6129909 7462561 9207505 7631557 35904804 270020498 1949889226 0.62161 0.53060 X 358913 5373326 X X X false 352615884 23334973 28988521 5640158 4042287 1185844 394071089 301529014 25332300 35365398 5144602 3462415 1003811 352615884 301271734 22444338 -13470432 2828630 4758996 1129000 301529014 273823263 21342995 13843736 2368592 4283668 1086000 301271734 229506000 18179448 33386238 2159274 4085149 1004000 273823263 0.50426 0.32193 0.17382 false false 138213760 138213760 530068397 132574704 397493693 854268 607793 246475 189521535 112536564 76984971 134570050 0 134570050 747508949 INTERNATIONAL EQUITY FUNDS 55290277 F REAL ESTATE 52982000 F HEDGE FUNDS 131737472 F EMERGING MARKET EQUITIES 12424359 F VENTURE CAPITAL 15098377 F PRIVATE EQUITY 23943663 F MEZZANINE DEBT FUNDS 819732 F FIXED INCOME MUTUAL FUND 157203 F REAL ASSETS AND COMMODITITES 116852 F ALTERNATIVE MUTUAL FUND 244871 F 292814806 KATELLA GRAND REIT 148000000 C 148000000 0 OTHER LIABILITIES 11668942 ANNUITIES PAYABLE 2394327 RETIREE BENEFIT LIABILIY 1230814 INTEREST RATE SWAP 5912927 21207010 405934622 19632845 6143151 25775996 380158626 1216658 138485610 139702268 519860894 315204072 2813008 2813008 312391064 1216658 138485610 139702268 452093332 ART COLLECTION MAINTAINED BY THE UNIVERSITY Form 990, Schedule D, Part III, Line 4 Special collections contain materials of enduring value for their intellectual content as well as for their historical importance. special collections in the leatherby libraries serve as the repository for collections of papers, manuscripts, rare books, art work, periodicals, photographs, media, ephemera and realia. Endowment Funds Form 990, Schedule D, Part V, Line 4 Endowed gifts are meant to exist in perpetuity. Each year, a portion of the fund's earnings is made available to support student scholarships, faculty chairs, and other endowed programs that further the University's strategic priorities. REVENUE ON AUDITED FINANCIALS NOT ON FORM 990 FORM 990, SCHEDULE D, PART XI, LINE 2D RENTAL INCOME REPORTED NET OF EXPENSES ON FORM 990 $ 1,807,447 EVENT INCOME REPORTED NET OF EXPENSES ON FORM 990 $ 1,193,145 UNREALIZED GAIN ON INTEREST SWAP $ 3,142,559 ------------ TOTAL $ 6,143,151 REVENUE ON FORM 990 NOT ON AUDITED FINANCIALS FORM 990, SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS REPORTED GROSS ON FORM 990 $ 138,485,610 EXPENSES ON AUDITED FINANCIALS NOT ON FORM 990 FORM 990,SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES REPORTED NET OF INCOME ON FORM 990 $ 1,807,447 EVENT EXPENSES REPORTED NET OF INCOME ON FORM 990 $ 1,193,145 CHANGE IN VALUE OF SPLIT INTERESTS $ (187,584) ------------ TOTAL $ 2,813,008 EXPENSES ON FORM 990 NOT ON AUDITED FINANCIALS FORM 990, SCHEDULE D, PART XII, LINE 4B SCHOLARSHIP REPORTED GROSS ON FORM 990 $ 138,485,610 true true true true true true true false false false false false false false false true false true Schedule E, Part I, line 3 THE CHAPMAN UNIVERSITY NON-DISCRIMINATION POLICY (BELOW) IS PROMINENT IN BOTH THE UNDERGRADUATE (P.18) AND GRADUATE (P.19) CATALOGS. NON-DISCRIMINATION POLICY: CHAPMAN UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, GENDER, SEXUAL ORIENTATION, COLOR, AGE, DISABILITY, NATIONAL ORIGIN OR ETHNICITY IN ANY OF ITS POLICIES OR PRACTICES, INCLUDING BUT NOT LIMITED TO: ADMISSIONS, ACADEMIC REQUIREMENTS, FINANCIAL AID, EMPLOYMENT, HOUSING, ATHLETICS, OR ANY OTHER SCHOOL-ADMINISTERED PROGRAM OR SERVICE. CHAPMAN UNIVERSITY IS COMMITTED TO PROVIDING AN ENVIRONMENT WHICH IS FREE FROM ANY FORM OF HARRASSMENT AND DISCRIMINATION BASED UPON AN INDIVIDUAL'S RACE, COLOR, RELIGION, ANCESTRY, NATIONAL ORIGIN, GENDER, MARITAL STATUS, SEXUAL ORIENTATION, AGE, DISABILITY, VETERAN STATUS, OR ANY OTHER CLASSIFICATION PROTECTED BY LAW, SO THAT ALL MEMBERS OF THE COMMUNITY ARE TREATED AT ALL TIMES WITH DIGNITY AND RESPECT. IT IS THE UNIVERSITY'S POLICY, THEREFORE, TO PROHIBIT ALL FORMS OF SUCH HARRASSMENT OR DISCRIMINATION AMONG UNIVERSITY FACULTY, STUDENTS, STAFF AND ADMINISTRATION. THE UNIVERSITY'S ADMINISTRATION, FACULTY, STAFF, AND STUDENTS ARE EACH RESPONSIBLE FOR CREATING AND MAINTAINING AN ENVIRONMENT CONDUCIVE TO WORK, STUDY, AND LEARNING. HARASSMENT AND DISCRIMINATION, IN ANY FORM ARE PROHIBITED BY THIS POLICY AND IMPEDE THE REALIZATION OF THE UNIVERSITY'S MISSION TO PROVIDE AN EDUCATION OF DISTINCTION IN A DIGNIFIED AND RESPECTFUL LEARNING ENVIRONMENT. IT IS THE DUTY OF EVERY MEMBER OF THE FACULTY, STAFF, AND ADMINISTRATION TO ASSURE COMPLIANCE WITH THIS POLICY BY PROMPTLY REPORTING POLICY VIOLATIONS TO THE UNIVERSITY'S EQUAL OPPORTUNITY OFFICER. STUDENTS ARE ALSO STRONGLY ENCOURAGED TO REPORT ANY VIOLATIONS OF THIS POLICY, AND MAY DO SO BY CONTACTING EITHER THE EQUAL OPPORTUNITY OFFICER OR THE DEAN OF STUDENTS. Schedule E, Part I, Line 6A Chapman University is awarded grants from government agencies, such as the Department of Education and the California Student Aid Commission, to provide financial aid to students. true Europe (Including Iceland and Greenland) 0 5 Program Services TRAVEL COURSES 631763 South America 0 1 Program Services TRAVEL COURSES 185238 East Asia and the Pacific 0 3 Program Services TRAVEL COURSES 358366 East Asia and the Pacific 0 Program Services STUDY ABROAD 1482310 Europe (Including Iceland and Greenland) 0 Program Services STUDY ABROAD 3345505 Sub-Saharan Africa 0 Program Services STUDY ABROAD 152995 Europe (Including Iceland and Greenland) 0 6 Program Services INSTRUCTION BY FACULTY 146947 Central America and the Caribbean 0 0 Investments 4593222 Europe (Including Iceland and Greenland) Grantmaking 106037 East Asia and the Pacific Grantmaking 13111 South Asia Grantmaking 3274 North America Grantmaking 133457 Russia and the Newly Independent States Grantmaking 3140 Middle East and North Africa Grantmaking 5550 South America Grantmaking 70017 Sub-Saharan Africa Grantmaking 1620 0 15 0 15 11232552 11232552 RESEARCH SCHOLARS Europe (Including Iceland and Greenland) 52 106037 WIRE TRANS N/A N/A RESEARCH SCHOLARS East Asia and the Pacific 7 13111 WIRE TRANS N/A N/A RESEARCH SCHOLARS South Asia 4 3274 WIRE TRANS N/A N/A RESEARCH SCHOLARS North America 29 133457 WIRE TRANS N/A N/A RESEARCH SCHOLARS Russia and the Newly Independent States 2 3140 WIRE TRANS N/A N/A RESEARCH SCHOLARS Middle East and North Africa 3 5550 WIRE TRANS N/A N/A RESEARCH SCHOLARS South America 9 70017 WIRE TRANS N/A N/A RESEARCH SCHOLARS Sub-Saharan Africa 1 1620 WIRE TRANS N/A N/A true false false true true true PROCEDURES FOR MONITORING USE OF FUNDS FORM 990, SCHEDULE F, PART 1, LINE 2 THE RESEARCH SCHOLAR AMOUNTS PAID ARE BASED ON ACTUAL EXPENSES INCURRED. SUPPORTING DOCUMENTATION IS PROVIDED TO THE UNIVERSITY BY THE SCHOLAR WHO REIMBURSES THE SCHOLAR BASED ON APPROVED REIMBURSABLE COSTS. ACCOUNTING METHOD FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) THE EXPENDITURES REPORTED IN COLUMN (F) ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. INVESTMENTS ARE REPORTED AT THE FAIR MARKET VALUE ON THE LAST DAY OF THE REPORTING YEAR. NUMBER OF RECIPIENTS FORM 990, SCHEDULE F, PART III, COLUMN (C) THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS THE NUMBER OF SCHOLARS IN THAT REGION TO WHICH PAYMENTS WERE MADE DURING THE YEAR. ACCOUNTING METHOD FOR AMOUNT OF CASH GRANTS FORM 990, SCHEDULE F, PART III, COLUMN (D) THE AMOUNT OF CASH GRANTS REPORTED IN COLUMN (D) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING. MANNER OF CASH DISBURSEMENT FORM 990, SCHEDULE F, PART III, COLUMN (E) PAYMENTS ARE MADE TO RECIPIENTS VIA WIRE TRANSFERS OR CHECK. CHAPMAN CELEB 1628761 1471530 157231 358124 160385 135433 169762 ECON FORECAST 262270 192943 69327 26987 24019 49298 2 326450 273130 53320 62580 124655 1050 80852 2217481 1937603 279878 447691 309059 136483 299912 1193145 -913267 true DUKE UNIVERSITY 324 BLACKWELL ST WASHIN BLDG NO 850 DURHAM NC 27701 560532129 501(C)(3) 31471 N/A N/A ECONOMICS RESEARCH MEMORIAL HEALTH SERVICES 17360 BROOKHURST ST FOUNTAIN VALLEY CA 92708 951643381 501(C)(3) 39846 N/A N/A MEDICAL RESEARCH PURDUE UNIVERSITY 403 WEST WOOD STREET WEST LAFAYETTE IN 47907 356002041 501(C)(3) 122358 N/A N/A ENVIRONMENT/ECOSYSTEM RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 943067788 501(C)(3) 181384 N/A N/A ENVIRONMENTAL RESEARCH UNIVERSITY OF NEW MEXICO 700 LOMAS BLVD NE SUITE 108 ALBUQUERQUE NM 87102 850275408 501(C)(3) 78568 N/A N/A MEDICAL RESEARCH UNIVERSITY OF NEVADA RENO FOUNDATION 1664 N VIRGINIA ST RENO NV 89557 886000024 501(C)(3) 72608 N/A N/A MEDICAL RESEARCH UNIVERSITY OF OREGON 1585 E 13TH AVE EUGENE OR 97403 464727800 501(C)(3) 162280 N/A N/A ENVIRONMENTAL/ECOSYSTEM RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK CAMPUS 3551 TROUSDALE PARKWAY STE 160 LOS ANGELES CA 90089 951642394 501(C)(3) 10570 N/A N/A MEDICAL RESEARCH 8 CHAPMAN UNIVERSITY UNDERGRADUATE SCHOLARSHIPS 5583 120714698 N/A N/A CHAPMAN UNIVERSITY GRADUATE SCHOLARSHIPS 1212 17770912 N/A N/A GRANT RECORDS/MONITORING SCHEDULE I, PART I, LINE 2 GRANTS AND OTHER ASSISTANCE REPRESENT STUDENT FINANCIAL AID. WHEN AWARDING AID, CHAPMAN UNIVERSITY FOLLOWS ALL LAWS AND REGULATIONS OF FEDERAL AND STATE OF CALIFORNIA AID PROGRAMS. FOR MORE INFORMATION, VISIT OUR WEBSITE AT WWW.CHAPMAN.EDU. X X X true true X X X X X false true false false false false false false false JAMES DOTI FORMER PRES & EXOFFICIO TRTE 588733 1000000 14558 23850 0 28190 0 1655331 0 0 0 DANIELE STRUPPA PRESIDENT 612688 582782 14805 181025 0 264679 0 1655979 0 0 0 HAROLD HEWITT JR EXEC VP & COO 493319 170000 18131 65589 0 21539 0 768578 0 0 0 JERRY PRICE VICE CHANCELLOR & DEAN OF STUD 223275 35000 2711 20979 25230 307195 0 0 KRIS OLSEN VP CAMPUS PLANNING 300205 85000 9378 24300 0 18236 0 437119 0 0 0 MICHAEL PELLY VP OFFICE OF ENROLLMENT MGMT 251909 40000 8735 22736 0 9874 0 333254 0 0 0 REBECCA R CAMPOS VP HUMAN RESOURCES 293508 40000 8961 24300 0 18215 0 384984 0 0 0 SHERYL BOURGEOIS EVP OF UNIVERSITY ADVANCEMENT 393319 250000 167740 53850 0 20459 0 885368 0 159391 0 GLENN M PFEIFFER EXEC VP ACADEMIC AFFAIRS 409301 40000 6372 23850 0 13526 0 493049 0 0 0 HELEN NORRIS VICE PRESIDENT & CIO 285073 40000 3076 54212 0 1554 0 383915 0 0 0 THOMAS CHRISTOPHER PIECHOTA VICE PRESIDENT RESEARCH 282452 30000 1854 16350 0 25495 0 356151 0 0 0 VERNON SMITH FACULTY - NOBEL LAUREATE 470604 63535 21300 0 17144 0 572583 0 0 0 YAKIR AHARONOV FACULTY 394189 71252 0 22958 0 488399 0 0 0 LOUIS LYON DEAN,SCHMID COLLEGE OF SCIENCE 358911 7817 23850 0 25126 0 415704 0 0 0 RONALD P JORDAN DEAN, SCHOOL OF PHARMACY 346759 148777 48958 0 18402 0 562896 0 129646 0 TRAVEL FOR COMPANIONS SCHEDULE J, PART I, LINE 1A THE UNIVERSITY PROVIDED COMPANION TRAVEL BENEFITS TO TWO LISTED PERSONS. COMPANION TRAVEL WAS TREATED AS A NON-TAXABLE BENEFIT FOR THE LISTED PERSONS SPOUSE, AS THE SPOUSE WHO WAS ALSO AN EMPLOYEE OF THE UNIVERSITY HAD A BONA FIDE BUSINESS PURPOSE. THE BENEFIT VALUE PROVIDED TO THE SPOUSE IS REPORTED ON SCHEDULE L, PART IV. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE SCHEDULE J, PART I, LINE 1A THE CHAPMAN UNIVERSITY PRESIDENT (AND FAMILY) ARE REQUIRED TO LIVE IN A UNIVERSITY HOUSE, OWNED BY THE UNIVERSITY. THIS SPECIFIC HOUSE WAS DONATED TO CHAPMAN UNIVERSITY SPECIFICALLY FOR THE PURPOSE OF BEING THE "PRESIDENT'S RESIDENCE". THE MONTHLY RENTAL VALUE OF THE BENEFIT, $18,500 IS TREATED AS A NONTAXABLE BENEFIT TO THE PRESIDENT AND REPORTED ON THE FORM 990, SCHEDULE J. AS PART OF THE RENTAL AGREEMENT, IT IS STANDARD PRACTICE TO INCLUDE UTILITIES, REGULAR MAINTENANCE(INSIDE AND OUTSIDE THE HOUSE), AND PROFESSIONAL CLEANING SERVICES OF ALL AREAS OF THE RESIDENCE OF THE HOME. THE BUSINESS REASON FOR SUCH A DETAILED MAINTENANCE (INSIDE AND OUTSIDE) OF THE PROPERTY IS DUE TO THE PRESIDENT HOSTING MULTIPLE EVENTS EACH MONTH AT THIS FACILITY; ATTENDEES ARE PROVIDED A GUIDED TOUR OF ALL ROOMS INCLUDING ROOMS OCCUPIED BY THE PRESIDENT'S FAMILY AND EXTERIOR GROUNDS. IN ADDITION, THESE SERVICES ENSURE THE ONGOING MAINTENANCE OF THE PROPERTY, AS DESIRED BY THE PROPERTY OWNER (CHAPMAN UNIVERSITY). BECAUSE THESE SERVICES ARE PROVIDED PRIMARILY FOR BUSINESS REASONS, WE DO NOT CHECK THE BOX FOR "PERSONAL SERVICES". HEALTH OR SOCIAL CLUB DUES OR INTITIATION FEES SCHEDULE J, PART I, LINE 1A CERTAIN EMPLOYEES HAVE ACCESS TO SOCIAL CLUB MEMBERSHIPS FOR THE BUSINESS PURPOSE OF CULTIVATING DONOR/TRUSTEE RELATIONSHIPS. FOR THIS FISCAL YEAR, SOCIAL CLUB DUES WERE PAID FOR JAMES DOTI, DANIELLE STRUPPA AND SHERYL BOURGEOIS. THESE WERE DETERMINED TO BE NON-TAXABLE BENEFITS SINCE THEY HAD A BONA FIDE BUSINESS PURPOSE. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DANIELE STRUPPA PARTICIPATES IN A SECTION 457(F) COMPENSATION PLAN. THIS COMPENSATION ARRANGEMENT PROVIDES FOR FIVE (5) ANNUAL PAYMENTS OF $100,000 TO BE CREDITED TO THE EMPLOYEE'S ACCOUNT EACH YEAR WITH AN INTEREST RATE EQUAL TO THE TEN (10) YEAR TREASURY BOND RATE THROUGH AUGUST 31, 2021. THESE PAYMENTS ARE SUBJECT TO CONTINUED EMPLOYMENT THROUGH AUGUST 31, 2021. IN THE EVENT THAT DANIELE STRUPPA INCURS A DISABILITY OR DIES, HIS DESIGNATED BENEFICIARY SHALL BE ENTITLED TO RECEIVE PAYMENT. ON AUGUST 26, 2016, DANIELE STRUPPA ENTERED INTO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN WILL PROVIDE $60,000 ON AUGUST 31 OF EACH YEAR BEGINNING IN 2017 THROUGH AND INCLUDING 2021. THESE PAYMENTS ARE CONTINGENT UPON CONTINUED EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY THROUGH AUGUST 31, 2021. THESE AMOUNTS WILL VEST UPON THE EARLIER OF AUGUST 31, 2021 OR TERMINATION OF EMPLOYMENT AS PRESIDENT. HAROLD HEWITT, JR. has a retention bonus agreement, dated September 22, 2015, which is intended to be an unfunded ineligible deferred compensation agreement subject to IRC Sections 409(A) and 457(F) and other applicable law. Specific performance targets, at specified date, each must be met; and he must be actively employed through August 31, 2020 or separated from service by reason of total disability or death, in order to receive the benefits. HELEN NORRIS has a retention bonus agreement, dated September 1, 2017, which is intended to be an unfunded ineligible deferred compensation agreement subject to IRC Sections 409(A) and 457(F) and other applicable law. Specific performance targets, at specified date, each must be met; and she must be actively employed through August 31, 2022 or separated from service by reason of total disability or death, in order to receive the benefits. SHERYL BOURGEOIS has a retention bonus agreement, dated September 1, 2017, which is intended to be an unfunded ineligible deferred compensation agreement subject to IRC Sections 409(A) and 457(F) and other applicable law. Specific performance targets, at specified date, each must be met; and she must be actively employed through August 31, 2022 or separated from service by reason of total disability or death, in order to receive the benefits. SHERYL BOURGEOIS ENTERED INTO A RETENTION BONUS AGREEMENT DATED SEPTEMBER 30, 2017 UNDER IRC SECTIONS 409(A) AND 457(F). ALL TERMS OF THE AGREEMENT WERE MET IN 2017 WHEN FULL PAYMENT WAS MADE. AMOUNTS PAID UNDER THE AGREEMENT ARE INCLUDED IN PART II, COLUMN(B)(III) AND (F). RONALD JORDAN ENTERED INTO A RETENTION BONUS AGREEMENT DATED 02/01/13 UNDER IRC SECTIONS 409(A) AND 457(F). ALL TERMS OF THE AGREEMENT WERE MET IN 2017 WHEN FULL PAYMENT WAS MADE. AMOUNTS PAID UNDER THE AGREEMENT ARE INCLUDED IN PART II, COLUMN(B)(III) AND (F). A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130178F50 2011-10-03 107549304 SEE PART IV false false false B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 1301787X8 2015-07-21 127489124 SEE PART IV false false false C CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130179KL7 2017-11-16 40323903 SEE PART IV false false false A 21720000 0 107558944 0 6070101 0 1039183 0 0 10081063 90368597 0 2014 true false true true B 3870000 0 129041673 0 0 0 903508 0 0 92638692 25735920 9763553 true false false true C 0 0 40502467 0 0 0 313277 0 0 6365919 0 33823271 false false false true A false true true true true true 0.02500 0.00000 0.02500 false false false true B false true true true true true 0.00400 0.00000 0.00400 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true A false false true true false false 0 false 0 false true B false true true false false false 0 false 0 false true C false true false false false false 0 false 0 false true A true B true C true SCHEDULE K, PART I(f), COLUMN A THE BONDS REFUND THE BORROWER'S SERIES 2008 (ISSUED 07/02/2008), SERIES 2005AB (ISSUED 09/08/2005), AND SERIES 2000 (ISSUED 08/08/2008). SCHEDULE K, PART II, LINE 3, COLUMN A THE DIFFERENCE BETWEEN PART I(e) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. SCHEDULE K, PART IV, LINE 2(c), COLUMN A A REBATE CALCULATION WAS PERFORMED AS OF 10/02/2015, THROUGH THE 4TH ANNIVERSARY OF THE BONDS, SHOWING A NEGATIVE REBATE LIABILITY AND ALL PROCEEDS EXPENDED. THUS, NO REBATE CAN BECOME DUE NOR WILL EVER BECOME DUE ON THE BONDS. SCHEDULE K, PART 1(f), COLUMN B THE TAXABLE LOAN WAS ISSUED ON JULY 7, 2014. SCHEDULE K, PART II, LINE 3, COLUMN B THE DIFFERENCE BETWEEN PART I(e) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BONDS PROCEEDS. SCHEDULE K, PART IV, LINE 2(b), COLUMN B THE PORTION OF BONDS THAT FINANCED THE CURRENT REFUNDING OF THE TAXABLE LOAN MET THE 6-MONTH SPENDING EXCEPTION TO REBATE. SCHEDULE K, PART II, LINE 3, COLUMN C THE DIFFERENCE BETWEEN PART 1(e) AND PART II, LINE 3 IS DUE TO INTEREEST EARNINGS ON BOND PROCEEDS. FRANK DOTI BROTHER OF FORMER OFFICER 161684 SALARY AND BENEFITS false MARY SPARKS SPOUSE OF PRESIDENT 284992 SALARY, BENEFITS & TUITION false LAURENCE BOURGEOIS SPOUSE OF EVP-ADVANCEMENT 80936 SALARY AND BENEFITS false CRISTIAN BOURGEOIS SON OF EVP-ADVANCEMENT 42964 SALARY AND BENEFITS false DANIELE STRUPPA PRESIDENT 2054098 PURCHASE OF UNIV PROPERTY false FORM 990, SCHEDULE L, PART IV OFFICERS OF THE UNIVERSITY THAT MAY HAVE A CONFLICT OF INTEREST REGARDING THE COMPENSATION PACKAGES FOR FAMILY MEMBERS DO NOT PARTICIPATE IN THE DETERMINATION OF THE COMPENSATION PAID TO THOSE FAMILY MEMBERS. X 2 76500 APPRAISAL X 155450 APPRAISAL X 21 2397181 AVG VAL DONATED DATE X LIFE INSURANCE 1 45042 CASH VALUE false true true NUMBER OF CONTRIBUTIONS FORM 990, SCHEDULE M, PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. EACH CONTRIBUTION MAY INCLUDE MORE THAN ONE DONATED ITEM. USE OF THIRD PARTIES FORM 990, SCHEDULE M, PART I, LINE 32 THE UNIVERSITY UTILIZES THIRD PARTIES AS NECESSARY TO ASSIST WITH THE SALE OF NONCASH CONTRIBUTIONS. DETAILS OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D Auxiliary Enterprises Students can choose to attend a variety of educational, spiritual, cultural, service and social events. Because of Chapman's size, students are not limited to one or two aspects of campus life but are able to engage in a wide array of opportunities. However, Chapman's strongest asset is its student body; Chapman students represent a variety of racial, cultural, and geographic backgrounds, and this diversity greatly enhances the quality of campus life. Chapman University is proud to offer several housing options for students, including five traditional residence halls and three apartment-style residence facilities. We strive to ensure that our residence halls and apartments are comfortable and safe living and learning environments. The Chapman living and learning environment creates an engaging campus climate and provides meaningful experiences that facilitate the following learning outcomes: - A Healthy Sense of Self: Students will develop an honest understanding and appreciation of themselves and an ability to make individual choices that promote their health and well-being. - A Framework of Personal Ethics and Values: Students will develop a framework of consistent ethics and values that guides their daily lives. - An Ability to Apply Critical Thought: Students will make effective decisions grounded in careful, objective analysis of information, experiences and ideas. - An Ability to Develop and Sustain Meaningful Relationships: Students will develop skills to establish and sustain healthy, meaningful interpersonal relationships. - A Value and Respect for Differences: Students will recognize, respect, and value diverse experiences, ideas, backgrounds and identities. - A Commitment to Citizenship: Students will understand their role and responsibilities within local and global communities and commit to becoming an engaged member. - A Pursuit of Lifelong Learning: Students will develop an intellectual curiosity and desire for continual learning both within and beyond formal education. PROCESS FOR REVIEWING THE FORM 990 FORM 990, PART VI, SECTION B, LINE 11 The Form 990 was prepared with an outside accounting firm and reviewed by the Audit Committee. Subsequent to its review, the Audit Committee reports back to the Board of Trustees regarding its oversight of the Form 990 and the final form is provided to the entire voting Board before the return is filed. MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C The University Compliance Officer is charged with monitoring proposed or ongoing transactions for conflicts of interest and addressing any potential or actual conflicts. Pursuant to the Conflicts of Interest Policy, an annual conflict of interest questionnaire, aimed at determining any family and business relationships and transactions or other transactions that may pose a potential conflict, is distributed to all covered persons (i.e., board members, officers and executive leadership or key employees). Covered persons are required to disclose real or potential conflicts at the time when such conflicts arise. When someone becomes a covered person and annually thereafter, each covered person is required to sign a statement affirming that he/she: (1) has received a copy of the Conflicts or Interest Policy; (2) has read the Policy and understands the Policy; and (3) agrees to comply with all requirements of the Policy, including completing the conflicts of interest questionnaire. The completed questionnaires are reviewed by the University Compliance Officer and the results are reported to the full Board of Trustees as defined by the University's bylaws. Furthermore, the Trustee or key employee shall absent himself or herself from discussions of, and abstain from voting on, such matters under consideration by the Board of Trustees or its committees. The minutes of such meetings shall reflect that disclosure was made and that the Trustee or key employee who has a conflict or possible conflict abstained from discussing or voting on the matter. Any Trustee or key employee who is uncertain whether a conflict of interest may exist in any matter may request that the Board or committee resolve the question in his or her absence by majority vote. PROCESS FOR DETERMINING COMPENSATION PACKAGE FOR THE PRESIDENT FORM 990, PART VI, SECTION B, LINE 15A THE BOARD APPOINTS AN EXECUTIVE COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES. THE RESULTS FROM THE COMMITTEE MEETING ARE THEN REPORTED TO THE FULL BOARD OF TRUSTEES IN EXECUTIVE SESSION. THE COMMITTEE HIRES QUALIFIED INDEPENDENT COMPENSATION AND BENEFITS SPECIALISTS (INDEPENDENT EXPERTS) TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES ON AN ANNUAL BASIS. FOR THE FORMER PRESIDENT, THE 2016 COMPENSATION AMOUNT PAID HAD BEEN PREVIOUSLY APPROVED IN THE TRIENNIAL EXECUTIVE COMPENSATION STUDY THAT WAS APPROVED BY THE COMMITTEE ON SEPTEMBER 15, 2014. FOR THE CURRENT PRESIDENT, IN 2017 THE COMMITTEE ENGAGED AN INDEPENDENT CONSULTING FIRM TO PREPARE A COMPENSATION STUDY THAT WAS PRESENTED TO THE COMMITTEE ON AUGUST 31, 2017 WHICH WAS APPROVED BY COMMITTEE AND FORWARDED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. Key deliberations of the Committee are contemporaneously documented in minutes which are approved at the next Committee meeting. Documentation includes the terms of the deliberations and those who voted on it, and a description of the comparability data relied upon and how it was obtained. COMPENSATION DETERMINATION FOR OTHER OFFICERS AND KEY EMPLOYEES FORM 990, PART VI, LINE 15B THE PROCESS FOR DETERMINING COMPENSATION PACKAGES FOR OTHER OFFICERS AND KEY EMPLOYEES IS THE SAME AS THE PROCESS FOR THE UNIVERSITY PRESIDENT. DISCLOSURE OF DOCUMENTS FORM 990, PART VI, SECTION B, LINE 19 While federal tax laws do not mandate that the organization's governing documents, conflict of interest policy and financial statements be made available for public inspection, the organization makes it financial statements available on the organization's website and upon request. RECONCILIATION OF NET ASSETS Form 990, Part XI, Line 9 UNREALIZED GAIN ON INTEREST RATE SWAP $ 3,142,559 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 187,584 --------------- Total $ 3,330,143 CHAPMAN UNIVERSITY CHARITABLE GIVING LLC ONE UNIVERSITY DRIVE ORANGE CA 92866 330918653 FUNDRAISING CA 1166123 15074078 CHAPMAN UNIV BRANDMAN UNIVERSITY 16355 LAGUNA CANYON ROAD IRVINE CA 92618 260152908 EDUCATION CA 501(C)(3) 2 CHAPMAN UNIV true CHAPMAN UNIVERSITY FOUNDATION ONE UNIVERSITY DRIVE ORANGE CA 92866 300563618 SUPPORTING CA 501(C)(3) 11A CHAPMAN UNIV true CHAPMAN FILMED ENTERTAINMT LLC ONE UNIVERSITY DRIVE ORANGE CA 92866 454860703 FILM PRODUCTION DE CUE false 0 CHARITABLE REMAINDER TRUST(21) TRUST CA CHAPMAN UNIV Trust true CHAPMAN UNIVERSITY ENTERPRISE INC ONE UNIVERSITY DRIVE ORANGE CA 92866 371668103 FILM PRODUCTION DE CHAPMAN UNIV C Corp true CBE EDUCATIONAL SERVICES COMPANY INC 16355 LAGUNA CANYON ROAD IRVINE CA 92618 820732306 EDUCAT SOFTWARE CA BRANDMAN UNIV C Corp false KATELLA GRAND REIT LP ONE UNIVERSITY DRIVE ORANGE CA 92866 473531674 REAL ESTATE CA CHAPMAN UNIV C CORP true false false false true true false false false false false false true true true true false true false false BRANDMAN UNIVERSITY d 9615845 LOAN BALANCE BRANDMAN UNIVERSITY e 371315713 LOAN BAL GUTY BRANDMAN UNIVERSITY l 257273 TUITION WAIVED BRANDMAN UNIVERSITY m 223133 TUITION WAIVED BRANDMAN UNIVERSITY n 276730 FMV SHARED SVS BRANDMAN UNIVERSITY o 160828 FMV SHARED SVS BRANDMAN UNIVERSITY q 250815 EXP AMOUNT PAID PART V, LINE 2, Column D METHOD OF DETERMINING AMOUNT INVOLVED: (L) & (M) STANDARD TUITION RATES WAIVED AS AN EMPLOYEE BENEFIT (N) FACILITIES, EQUIPMENT AND OTHER ASSETS SHARED COSTS ARE DETERMINED BY EACH SHARED DEPARTMENT BASED ON EACH SHARED DEPARTMENT'S ESTIMATED USAGE OF THESE ITEMS. (O) SALARY AND BENEFIT COSTS OF THE SHARED EMPLOYEE BASED ON THE ESTIMATED TIME WORKED ON THE ENTITY.