UNIVERSITY OF SAN FRANCISCO: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN FRANCISCO (EIN 94-1156628)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-08
- IRS object ID
- 201640999349300864
- Schema version
- 2014v6.0
- 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 | 2016-04-08T19:19:47-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN FRANCISCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4154226522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941171080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES CROSS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4154226522 | PhoneNum |
| Signature | 2016-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FR FITZGERALD SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941171080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $485,320,766 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USFCA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO PROMOTE LEARNING IN THE JESUIT CATHOLIC TRADITION. THE UNIVERSITY OFFERS UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS THE KNOWLEDGE AND SKILLS NEEDED TO SUCCEED, AND THE VALUES AND SENSITIVITY NECESSARY TO BE MEN AND WOMEN FOR OTHERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 5518 | TotalEmployeeCnt |
| Total Volunteers | 181 | TotalVolunteersCnt |
| Total Gross UBI | $1,911,164 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,233,544 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,932,352 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $390,406,578 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $409,929,109 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,950,285 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,732,807 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$134,510 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,219 | CYOtherRevenueAmt |
| PY Total Revenue | $423,455,897 | PYTotalRevenueAmt |
| CY Total Revenue | $456,582,049 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,884,958 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,689,631 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $203,880,111 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $220,415,687 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,561,772 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $118,931,346 | PYOtherExpensesAmt |
| CY Other Expenses | $121,836,424 | CYOtherExpensesAmt |
| PY Total Expenses | $399,696,415 | PYTotalExpensesAmt |
| CY Total Expenses | $427,941,742 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,759,482 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,640,307 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $904,475,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $938,007,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $279,343,688 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $274,272,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $625,131,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $663,735,344 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF SAN FRANCISCO IS A PRIVATE JESUIT UNIVERSITY THAT PROVIDES HIGHER EDUCATION WITH A GLOBAL PERSPECTIVE TO EDUCATE LEADERS WHO WILL FASHION A MORE HUMANE AND JUST WORLD. THE UNIVERSITY PROVIDES HOUSING AND OTHER AUXILIARY SERVICES FOR ITS STUDENTS; THESE SERVICES ARE DIRECTLY RELATED TO THE EXEMPT PURPOSE OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $169,061,512 | ExpenseAmt |
| Grant | $85,689,631 | GrantAmt |
| Revenue | $4,484,032 | RevenueAmt |
| Desc | STUDENT SERVICES AND LIBRARIES:INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' EMOTIONAL AND PHYSICAL WELL BEING AND TO HIS/HER INTELLECTUAL, CULTURAL, SOCIAL DEVELOPMENT, AND INTERCOLLEGIATE ATHLETIC PROGRAMS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $166,653,708 | ExpenseAmt |
| Revenue | $371,002,380 | RevenueAmt |
| Desc | EDUCATION: THE UNIVERSITY PROVIDES ACADEMIC PROGRAMS, ASSOCIATED RESEARCH, AND SERVICES DEDICATED TO SCHOLARSHIP AND THE JESUIT CATHOLIC TRADITION TO APPROXIMATELY 12,014 STUDENTS AND 2,912 FACULTY AND STAFF MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,825,342 | ExpenseAmt |
| Revenue | $34,440,832 | RevenueAmt |
| Desc | AUXILIARY SERVICES: INCLUDES EXPENDITURES FOR THE SELF SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATION OF RESIDENCE HALLS, DINING SERVICES, AND STUDENT HEALTH SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,716,667 | ExpenseAmt |
| Revenue | $1,865 | RevenueAmt |
| Desc | SPONSORED RESEARCH INCLUDES EXPENDITURES FOR RESEARCH AND TRAINING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,716,667 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,865 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $370,257,229 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 622 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5518 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES CROSS | PersonNm |
| Phone | 4154226522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94117 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| MR MALLOY | |||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MS HAMEL | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REV FITZGERALD SJ | |||||||||
| PRESIDENT (BEGINNING 8/1/14) | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REV PRIVETT SJ | |||||||||
| PRESIDENT (THROUGH 7/31/14) | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MR AGGER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV ARCEO SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR BARRY | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR BLAINE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV BURKE SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV CARROLL SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR CONWAY | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV CORDER SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DEWALT | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DOLL | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS FALK GOLDMAN | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR HAMILL | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS JARRETT SKAFF | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR KLETTER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR KOCHIS | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV KOEPLIN SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV LABRIE SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV MCGARRY SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MCKEEVER DONAHUE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MONROE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV MOYNAHAN SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR NICOLAI | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR NOONAN | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS ORTIZ MORFIT | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV PABST SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR PASHA III | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS PASHA | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR PITTO | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR L PORTER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR T PORTER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV PRIETTO SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR REVETRIA | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROSE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SALQUIST | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV SIEBERT SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SMITH | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV SUNDBORG SJ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR TEMPERO | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS WALL HANSON | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS WHELAN | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR WHITE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR YEPEZ | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR BAWA | |||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | Yes (X) | $256,395 | $0 | $65,710 | ||||
| MR CROSS | |||||||||
| VP BUSINESS & FINANCE | 40.00 | Yes (X) | $405,626 | $0 | $57,250 | ||||
| MS DAVIS | |||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $353,627 | $0 | $70,076 | ||||
| MR MACMILLAN | |||||||||
| VP COMMUNICATIONS & MARKETING | 40.00 | Yes (X) | $246,255 | $0 | $54,701 | ||||
| DR NEL | |||||||||
| VP INTERNATIONAL RELATIONS | 40.00 | Yes (X) | $529,834 | $0 | $52,582 | ||||
| DR TURPIN | |||||||||
| PROVOST & ACADEMIC VP | 40.00 | Yes (X) | $372,106 | $0 | $36,989 | ||||
| MR WILCH | |||||||||
| VP DEVELOPMENT | 40.00 | Yes (X) | $257,229 | $0 | $66,137 | ||||
| DR CAMPERI | |||||||||
| DEAN, ARTS & SCIENCES | 40.00 | $249,159 | $0 | $69,608 | Yes (X) | ||||
| DR HAMRICK | |||||||||
| VICE PROVOST | 40.00 | $271,023 | $0 | $31,937 | Yes (X) | ||||
| MR LONDON | |||||||||
| ASSOCIATE VP FACILITIES MANAGEMENT | 40.00 | $288,056 | $0 | $57,629 | Yes (X) | ||||
| DR WEBBER | |||||||||
| DEAN, SCHOOL OF MANAGEMENT | 40.00 | $214,476 | $0 | $43,943 | Yes (X) | ||||
| MR MICON | |||||||||
| PROF, FORMER ASSOC.DEAN, LAW SCHOOL | 40.00 | $399,489 | $0 | $31,131 | Yes (X) | ||||
| MR SHATZ | |||||||||
| PROFESSOR, LAW SCHOOL | 40.00 | $343,269 | $0 | $44,511 | Yes (X) | ||||
| MR SIDWELL | |||||||||
| DIRECTOR OF ATHLETICS | 40.00 | $278,901 | $0 | $60,146 | Yes (X) | ||||
| MR TRASVINA | |||||||||
| DEAN, LAW SCHOOL | 40.00 | $308,800 | $0 | $44,135 | Yes (X) | ||||
| MR WALTERS | |||||||||
| BASKETBALL COACH | 40.00 | $496,449 | $0 | $68,860 | Yes (X) | ||||
| HON BRAND | |||||||||
| PROFESSOR, FORMER DEAN, LAW SCHOOL | 40.00 | $193,013 | $0 | $48,547 | Yes (X) | ||||
| MR DUFFY | |||||||||
| PROFESSOR,FORMER DEAN,SCHOOL OF MGMT | 40.00 | $253,187 | $0 | $19,035 | Yes (X) | ||||
| DR KARAMAN | |||||||||
| FORMER VICE PROVOST, BUDGET | 40.00 | $128,270 | $0 | $13,703 | Yes (X) | ||||
| MR LEON | |||||||||
| AVP, FORMER ACTING VP IT | 40.00 | $153,124 | $0 | $43,036 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,998,288 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $979,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 485 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| ABLE BUILDING MAINTENANCE COMPANY | |||||||||
| 868 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | BUILDING MAINTENANCE | $6,050,437 | ||||
| CAHILL CONTRACTORS INC | |||||||||
| 425 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | CONSTRUCTION | $4,038,453 | ||||
| TURNER CONSTRUCTION COMPANY | |||||||||
| 75 HAWTHORNE STREET STE 2000 | SAN FRANCISCO | CA | 94105 | CONSTRUCTION | $2,445,081 | ||||
| EMBANET-COMPASS KNOWLEDGE GROUP | |||||||||
| ONLINE LEARNING SERVICES | $2,205,680 | 105 GORDON BAKER RDSTE 300 | TORONTO | CA | M2H 3P8 | ||||
| GIAMPOLINI & COMPANY | |||||||||
| 1445 BUSH STREET | SAN FRANCISCO | CA | 94109 | CONTRACTOR | $1,233,990 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $405,567 | FundraisingAmt |
| Government Grants | $3,267,806 | GovernmentGrantsAmt |
| All Other Contributions | $26,258,979 | AllOtherContributionsAmt |
| Noncash Contributions | $407,420 | NoncashContributionsAmt |
| Total Contributions | $29,932,352 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 611600 | $367,423,677 | $367,423,677 | ||
| HOUSING AND AUXILIARY | 611600 | $40,379,678 | $40,379,678 | ||
| FITNESS CENTER DUES | 713940 | $2,125,754 | $1,977,487 | $148,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $409,929,109 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,887,071 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$66,323 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,953,394 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,858 | TotalRevenueColumnAmt |
| Exclusion | $199,858 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,294,716 | SecuritiesAmt |
| Other | $2,949,433 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,215,167 | SecuritiesAmt |
| Other | $4,183,246 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,079,549 | SecuritiesAmt |
| Other | -$1,233,813 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,845,736 | TotalRevenueColumnAmt |
| Exclusion | $12,845,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $128,227 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $405,567 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $340,304 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$212,077 | TotalRevenueColumnAmt |
| Exclusion | -$212,077 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $456,582,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $407,803,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,911,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,935,178 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,689,631 | TotalAmt |
| Program Services | $85,689,631 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,050,347 | TotalAmt |
| Program Services | $1,159,601 | ProgramServicesAmt |
| Management And General | $2,589,791 | ManagementAndGeneralAmt |
| Fundraising | $300,955 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851,914 | TotalAmt |
| Program Services | $513,782 | ProgramServicesAmt |
| Management And General | $338,132 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,829,238 | TotalAmt |
| Program Services | $116,621,419 | ProgramServicesAmt |
| Management And General | $18,470,259 | ManagementAndGeneralAmt |
| Fundraising | $4,737,560 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,087,274 | TotalAmt |
| Program Services | $10,886,227 | ProgramServicesAmt |
| Management And General | $1,654,506 | ManagementAndGeneralAmt |
| Fundraising | $546,541 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,756,816 | TotalAmt |
| Program Services | $43,052,240 | ProgramServicesAmt |
| Management And General | $6,543,146 | ManagementAndGeneralAmt |
| Fundraising | $2,161,430 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,840,098 | TotalAmt |
| Program Services | $9,016,986 | ProgramServicesAmt |
| Management And General | $1,370,416 | ManagementAndGeneralAmt |
| Fundraising | $452,696 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,484 | TotalAmt |
| Program Services | $90,045 | ProgramServicesAmt |
| Management And General | $939,439 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,840 | TotalAmt |
| Program Services | $88,683 | ProgramServicesAmt |
| Management And General | $865,660 | ManagementAndGeneralAmt |
| Fundraising | $6,497 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,614 | TotalAmt |
| Program Services | $101,093 | ProgramServicesAmt |
| Management And General | $350,521 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Management And General | $50,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,874 | TotalAmt |
| Management And General | $334,874 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,900,457 | TotalAmt |
| Program Services | $13,092,990 | ProgramServicesAmt |
| Management And General | $2,464,970 | ManagementAndGeneralAmt |
| Fundraising | $342,497 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,371,269 | TotalAmt |
| Program Services | $2,739,288 | ProgramServicesAmt |
| Management And General | $604,858 | ManagementAndGeneralAmt |
| Fundraising | $27,123 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,942,293 | TotalAmt |
| Program Services | $5,469,881 | ProgramServicesAmt |
| Management And General | $2,472,412 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,881,167 | TotalAmt |
| Program Services | $663,952 | ProgramServicesAmt |
| Management And General | $2,215,525 | ManagementAndGeneralAmt |
| Fundraising | $1,690 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,937,453 | TotalAmt |
| Program Services | $20,937,453 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,967,059 | TotalAmt |
| Program Services | $10,860,011 | ProgramServicesAmt |
| Management And General | $692,025 | ManagementAndGeneralAmt |
| Fundraising | $415,023 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,207 | TotalAmt |
| Program Services | $1,004,475 | ProgramServicesAmt |
| Management And General | $293,329 | ManagementAndGeneralAmt |
| Fundraising | $33,403 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,232,210 | TotalAmt |
| Program Services | $6,876,136 | ProgramServicesAmt |
| Management And General | $1,356,074 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,532,406 | TotalAmt |
| Program Services | $19,363,986 | ProgramServicesAmt |
| Management And General | $2,168,420 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,734,295 | TotalAmt |
| Program Services | $56,917 | ProgramServicesAmt |
| Management And General | $1,677,378 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GENERAL EXPENSES | $20,251,701 | $20,251,701 | ||
| SUBSCRIPTION AND DUES | $2,283,825 | $1,303,493 | $449,217 | $531,115 |
| HONORARIA AND AWARDS | $442,728 | $333,868 | $104,610 | $4,250 |
| VEHICLE EXPENSES | $201,542 | $83,371 | $117,179 | $992 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,941,742 | TotalAmt |
| Program Services | $370,257,229 | ProgramServicesAmt |
| Management And General | $48,122,741 | ManagementAndGeneralAmt |
| Fundraising | $9,561,772 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,529,689 | BOYAmt |
| EOY | $96,653,451 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,544,362 | BOYAmt |
| EOY | $22,959,596 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,640,148 | BOYAmt |
| EOY | $2,475,217 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,000 | BOYAmt |
| EOY | $510,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,224,346 | BOYAmt |
| EOY | $16,756,352 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,227,009 | BOYAmt |
| EOY | $8,607,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $647,662,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $200,198,460 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,306,512 | BOYAmt |
| EOY | $447,464,304 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,417,701 | BOYAmt |
| EOY | $184,905,086 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,922,752 | BOYAmt |
| EOY | $157,676,340 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,475,519 | BOYAmt |
| EOY | $938,007,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,344,007 | BOYAmt |
| EOY | $49,257,150 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,361,854 | BOYAmt |
| EOY | $26,003,409 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,208,195 | BOYAmt |
| EOY | $146,935,321 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,500,000 | BOYAmt |
| EOY | $23,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,929,632 | BOYAmt |
| EOY | $29,076,415 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,343,688 | BOYAmt |
| EOY | $274,272,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,372,179 | BOYAmt |
| EOY | $401,026,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,064,564 | BOYAmt |
| EOY | $114,723,659 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,695,088 | BOYAmt |
| EOY | $147,985,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,131,831 | BOYAmt |
| EOY | $663,735,344 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,475,519 | BOYAmt |
| EOY | $938,007,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $28,640,307 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,963,206 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $50,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $50,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF SAN FRANCISCO CONTRACTS WITH PLATINUM ADVISORS, LLC TO PROVIDE CONSULTING SERVICES. IN ITS CAPACITY AS A CONSULTANT, PLATINUM ADVISORS ASSISTS THE UNIVERSITY IN PURSUING ITS BUSINESS AND GOVERNMENT AFFAIRS OBJECTIVES BY PLANNING FOR ORGANIZATIONAL AND INSTITUTIONAL DEVELOPMENT AND FUNDING OBJECTIVES, DEVELOPING AND IMPLEMENTING STRATEGIC PLANS, AND EXPANDING ITS GOVERNMENT OUTREACH ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,225,000 | BeginningYearBalanceAmt |
| Contributions | $24,608,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,719,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,717,508 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,220,492 | OtherExpendituresAmt |
| End Year Balance | $311,614,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,069,000 | BeginningYearBalanceAmt |
| Contributions | $18,450,000 | ContributionsAmt |
| Investment Earnings Or Losses | $29,712,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,502,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,503,431 | OtherExpendituresAmt |
| End Year Balance | $274,225,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,436,000 | BeginningYearBalanceAmt |
| Contributions | $10,119,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,910,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,175,896 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,220,104 | OtherExpendituresAmt |
| End Year Balance | $235,069,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,260,000 | BeginningYearBalanceAmt |
| Contributions | $3,016,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,100,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,483,299 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,202,701 | OtherExpendituresAmt |
| Administrative Expenses | $1,054,000 | AdministrativeExpensesAmt |
| End Year Balance | $198,436,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,183,000 | BeginningYearBalanceAmt |
| Contributions | $2,868,000 | ContributionsAmt |
| Investment Earnings Or Losses | $35,593,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,713,612 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,664,388 | OtherExpendituresAmt |
| Administrative Expenses | $1,006,000 | AdministrativeExpensesAmt |
| End Year Balance | $211,260,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $25,103,820 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $31,606,199 | OtherCostOrOtherBasisAmt |
| Book Value | $56,710,019 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $456,560,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,409,214 | DepreciationAmt |
| Book Value | $314,151,037 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,392,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,789,246 | DepreciationAmt |
| Book Value | $76,603,248 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $447,464,304 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $157,676,340 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $157,676,340 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL STUDENT LOANS REFUNDABLE | $11,250,679 |
| INTEREST RATE SWAP AGREEMENTS | $16,662,850 |
| LIABILITY UNDER SPLIT INTEREST AGREEMENT | $1,162,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,076,415 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $381,195,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,963,206 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$930 | OtherRevenueAmt |
| Revenue Not Reported | $9,962,276 | RevenueNotReportedAmt |
| Revenue Subtotal | $371,232,724 | RevenueSubtotalAmt |
| Other Revenues Not Included | $85,349,325 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $85,349,325 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $456,582,049 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $342,592,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$416 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$416 | ExpensesNotReportedAmt |
| Expenses Subtotal | $342,592,416 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $85,349,326 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $85,349,326 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $427,941,742 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF RARE BOOKS, ARTWORKS, AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS, WHICH HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, WERE PREVIOUSLY RECOGNIZED AS ASSETS IN THE UNIVERSITY'S STATEMENTS OF FINANCIAL POSITION; AS OF THE UNIVERSITY'S FISCAL YEAR ENDED MAY 31, 2015, THE UNIVERSITY HAS ELECTED UNDER SFAS 116 (ASC 958) NOT TO REPORT THE COLLECTIONS IN THE UNIVERSITY'S STATEMENTS OF FINANCIAL POSITION. |
| PART III, LINE 4: | THE UNIVERSITY OF SAN FRANCISCO MAINTAINS AND SERVICES A COLLECTION OF RARE BOOKS, ARTWORKS, AND ARTIFACTS OF HISTORICAL SIGNIFICANCE, WHICH ARE MADE AVAILABLE TO THE UNIVERSITY COMMUNITY, ITS AFFILIATES, ACADEMIC SCHOLARS AND THE GENERAL PUBLIC. THE COLLECTIONS ARE USED TO ENHANCE TEACHING, SUPPORT RESEARCH, AND PROVIDE PUBLIC SERVICE. |
| PART V, LINE 4: | THE ENDOWMENT FUND IS USED TO PROVIDE A RELATIVELY PREDICTABLE, STABLE AND CONSISTENT INVESTMENT RETURNS SUFFICIENT TO FUND A VARIETY OF OPERATIONAL NEEDS, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, FACULTY CHAIRS, ACADEMIC PROGRAMS, LIBRARIES, OTHER ENDOWMENT PROGRAMS, AND GENERAL OPERATIONS. |
| PART X, LINE 2: | THE UNIVERSITY DOES NOT MAINTAIN ANY UNCERTAIN TAX POSITIONS; ACCORDINGLY, THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS DID NOT INCLUDE A FOOTNOTE FOR ASC 740 (FORMERLY FIN 48). |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING -930. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 85,689,630. FUNDRAISING DIRECT EXPENSES -340,305. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING -416. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 85,689,631. FUNDRAISING DIRECT EXPENSES -340,305. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY OF SAN FRANCISCO PUBLICIZES ITS RACIALLY NON DISCRIMINATORY POLICY THROUGH PRINT AND BROADCAST MEDIA TO THE GENERAL PUBLIC BOTH ON AND OFF CAMPUS THROUGHOUT THE YEAR. THIS POLICY IS ALSO MADE AVAILABLE ON THE UNIVERSITY'S WEBSITE AT WWW.USFCA.EDU AND IN THE UNIVERSITY'S GENERAL CATALOG. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES TITLE FOUR FUNDING AS WELL AS GRANTS FROM VARIOUS GOVERNMENT AGENCIES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 3 | 68 | PROGRAM SERVICES | INSTRUCTION AND RECRUITING | $3,550,954 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $17,826,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 68 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Subtotal Spent | $21,377,581 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,377,581 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I: | THE ACCOUNTING METHOD USED IS THE ACCRUAL METHOD OF ACCOUNTING. |
| PART I, LINE 3: | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CALIFORNIA PRIZE DINNER | Event1Nm |
| Gross Receipts Event1 | $270,954 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $233,697 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,257 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $10,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $38 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $63,171 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $40,715 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $31,118 | OtherDirectExpensesEvent1Amt |
| Event2 | USF SWANSON GOLF | Event2Nm |
| Gross Receipts Event2 | $128,321 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $51,702 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $76,619 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,534 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $44,074 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $34,708 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,461 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $134,519 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $120,168 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $14,351 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $12,458 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,146 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $21,976 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $529 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $61,376 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $533,794 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $405,567 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $128,227 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $10,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $16,030 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $115,391 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $97,399 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $529 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $100,955 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $340,304 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$212,077 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FSEOG PROGRAM | 184 | $682,000 |
| FEDERAL WORK-STUDY PROGRAM | 497 | $957,000 |
| PELL GRANTS | 1827 | $7,660,000 |
| TEACH GRANTS | 11 | $140,000 |
| USF FINANCIAL AID | 5196 | $76,250,631 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF SAN FRANCISCO OFFERS STUDENT FINANCIAL AID IN THE FORM OF SCHOLARSHIPS, GRANTS, LOANS, AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID IS PROVIDED BY: THE UNIVERSITY OF SAN FRANCISCO; FEDERAL AND STATE GOVERNMENTS; SOCIAL, FRATERNAL, PROFESSIONAL, AND COMMUNITY ORGANIZATIONS; EMPLOYERS, BOTH PRESENT AND PROSPECTIVE; AND FRIENDS AND GRADUATES OF THE UNIVERSITY OF SAN FRANCISCO. GRANTS AND SCHOLARSHIPS CAN BE USED TO PAY FOR TUITION AND FEES,ROOM AND BOARD, TRANSPORTATION AND PERSONAL EXPENSES; GRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO DEMONSTRATE ELIGIBILITY BY SUBMITTING A FEDERAL FINANCIAL AID APPLICATION, COMPETE IN INTERCOLLEGIATE ATHLETICS, ARE ACADEMICALLY ELIGIBLE, OR ARE READY TO COMMIT THEIR TIME AND SKILLS AFTER GRADUATION TO THE U.S. ARMED FORCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR BAWA | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $255,803 | $0 | $0 | $0 | $592 | $0 | $28,860 | $0 | $36,850 | $0 | $322,105 | $0 | $0 | $0 |
| MR CROSS | ||||||||||||||
| VP BUSINESS & FINANCE | $397,368 | $0 | $0 | $0 | $8,258 | $0 | $28,860 | $0 | $28,390 | $0 | $462,876 | $0 | $0 | $0 |
| MS DAVIS | ||||||||||||||
| GENERAL COUNSEL | $330,224 | $0 | $15,000 | $0 | $8,403 | $0 | $28,860 | $0 | $41,216 | $0 | $423,703 | $0 | $0 | $0 |
| MR MACMILLAN | ||||||||||||||
| VP COMMUNICATIONS & MARKETING | $223,427 | $0 | $10,000 | $0 | $12,828 | $0 | $25,317 | $0 | $29,384 | $0 | $300,956 | $0 | $0 | $0 |
| DR NEL | ||||||||||||||
| VP INTERNATIONAL RELATIONS | $308,866 | $0 | $0 | $0 | $220,968 | $0 | $25,305 | $0 | $27,277 | $0 | $582,416 | $0 | $0 | $0 |
| DR TURPIN | ||||||||||||||
| PROVOST & ACADEMIC VP | $359,748 | $0 | $0 | $0 | $12,358 | $0 | $28,860 | $0 | $8,129 | $0 | $409,095 | $0 | $0 | $0 |
| MR WILCH | ||||||||||||||
| VP DEVELOPMENT | $241,786 | $0 | $0 | $0 | $15,443 | $0 | $27,892 | $0 | $38,245 | $0 | $323,366 | $0 | $0 | $0 |
| DR CAMPERI | ||||||||||||||
| DEAN, ARTS & SCIENCES | $248,577 | $0 | $0 | $0 | $582 | $0 | $28,860 | $0 | $40,748 | $0 | $318,767 | $0 | $0 | $0 |
| DR HAMRICK | ||||||||||||||
| VICE PROVOST | $270,882 | $0 | $0 | $0 | $141 | $0 | $21,796 | $0 | $10,141 | $0 | $302,960 | $0 | $0 | $0 |
| MR LONDON | ||||||||||||||
| ASSOCIATE VP FACILITIES MANAGEMENT | $278,341 | $0 | $0 | $0 | $9,715 | $0 | $28,860 | $0 | $28,769 | $0 | $345,685 | $0 | $0 | $0 |
| DR WEBBER | ||||||||||||||
| DEAN, SCHOOL OF MANAGEMENT | $212,803 | $0 | $0 | $0 | $1,673 | $0 | $23,890 | $0 | $20,053 | $0 | $258,419 | $0 | $0 | $0 |
| MR MICON | ||||||||||||||
| PROF, FORMER ASSOC.DEAN, LAW SCHOOL | $393,220 | $0 | $0 | $0 | $6,269 | $0 | $20,625 | $0 | $10,506 | $0 | $430,620 | $0 | $0 | $0 |
| MR SHATZ | ||||||||||||||
| PROFESSOR, LAW SCHOOL | $341,807 | $0 | $0 | $0 | $1,462 | $0 | $18,695 | $0 | $25,816 | $0 | $387,780 | $0 | $0 | $0 |
| MR SIDWELL | ||||||||||||||
| DIRECTOR OF ATHLETICS | $221,956 | $0 | $4,000 | $0 | $52,945 | $0 | $24,828 | $0 | $35,318 | $0 | $339,047 | $0 | $0 | $0 |
| MR TRASVINA | ||||||||||||||
| DEAN, LAW SCHOOL | $297,529 | $0 | $0 | $0 | $11,271 | $0 | $28,860 | $0 | $15,275 | $0 | $352,935 | $0 | $0 | $0 |
| MR WALTERS | ||||||||||||||
| BASKETBALL COACH | $428,887 | $0 | $57,500 | $0 | $10,062 | $0 | $28,860 | $0 | $40,000 | $0 | $565,309 | $0 | $0 | $0 |
| HON BRAND | ||||||||||||||
| PROFESSOR, FORMER DEAN, LAW SCHOOL | $190,778 | $0 | $0 | $0 | $2,235 | $0 | $21,183 | $0 | $27,364 | $0 | $241,560 | $0 | $0 | $0 |
| MR DUFFY | ||||||||||||||
| PROFESSOR,FORMER DEAN,SCHOOL OF MGMT | $252,141 | $0 | $0 | $0 | $1,046 | $0 | $10,138 | $0 | $8,897 | $0 | $272,222 | $0 | $0 | $0 |
| DR KARAMAN | ||||||||||||||
| FORMER VICE PROVOST, BUDGET | $128,270 | $0 | $0 | $0 | $0 | $0 | $7,385 | $0 | $6,318 | $0 | $141,973 | $0 | $0 | $0 |
| MR LEON | ||||||||||||||
| AVP, FORMER ACTING VP IT | $152,995 | $0 | $0 | $0 | $129 | $0 | $16,660 | $0 | $26,376 | $0 | $196,160 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | FIRST-CLASS OR CHARTER TRAVEL: ABSENT PRIOR APPROVAL BY THE UNIVERSITY PRESIDENT, THE UNIVERSITY'S WRITTEN TRAVEL AND ENTERTAINMENT POLICY DOES NOT PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. THE VP FOR INTERNATIONAL RELATIONS RECEIVED APPROVAL FROM THE UNIVERSITY PRESIDENT TO FLY FIRST CLASS FOR A LIMITED NUMBER OF INTERNATIONAL BUSINESS TRIPS; NO OTHER TRUSTEE, OFFICER, KEY EMPLOYEE OR HIGHEST COMPENSATED EMPLOYEE INCURRED FIRST CLASS TRAVEL EXPENSES WHICH WERE PAID FOR BY THE UNIVERSITY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: A HOUSING ALLOWANCE IS BEING PROVIDED TO THE VP FOR INTERNATIONAL RELATIONS IN CONNECTION WITH HIS ASSIGNMENT IN A FOREIGN COUNTY ON BEHALF OF THE UNIVERSITY IN ORDER TO ACCOUNT FOR A HIGHER COST OF LIVING IN THE FOREIGN COUNTRY. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME ON THE INDIVIDUAL'S FORM W-2 AND IS INCLUDED ON SCHEDULE J,PART II, COLUMN B(III). TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE VP FOR INTERNATIONAL RELATIONS IS ON ASSIGNMENT IN A FOREIGN COUNTRY ON BEHALF OF THE UNIVERSITY. PURSUANT TO A TAX EQUALIZATION AGREEMENT, THIS INDIVIDUAL IS RESPONSIBLE FOR HIS TAX LIABILITY AS IF HE HAD REMAINED WORKING IN THE U.S. ANY ADDITIONAL TAXES RESULTING FROM HIS FOREIGN ASSIGNMENT ARE BEING PAID BY THE UNIVERSITY AND GROSSED-UP. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME ON THE INDIVIDUAL'S FORM W-2 AND IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CA EDUC FAC AUTH | ||||||||
| A | 946001347 | 1301757W6 | 2005-08-18 | $27,500,000 | CAPITAL EXPENDITURES | 0 | 0 | 0 |
| CA EDUC FAC AUTH | ||||||||
| B | 521705592 | 130178YZ3 | 2011-02-16 | $80,100,322 | CUR RFND OF BONDS & CAP EXP | 0 | 0 | 0 |
| CA EDUC FAC AUTH | ||||||||
| C | 946001347 | 130175A85 | 2003-05-28 | $40,000,000 | CAPITAL EXPENDITURES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $27,500,000 | $483,770 | $111,844 | $26,904,386 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $80,100,322 | $820,962 | $5,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $74,279,360 | ||
| C | $40,000,000 | $571,075 | $76,727 | $29,838,379 | Yes (1) | 0 | Yes (1) | Yes (1) | $9,513,819 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| B OF A | |||||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 30.100000000000 | 0 | 0 | Yes (1) | AIG | 2.000000000000 | Yes (1) | 0 | 0 |
| (no name) | |||||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||||
| B OF A | |||||||||||||||
| C | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 29.400000000000 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K SUPPLENTAL INFORMATION | THE ISSUE PRICE OF THE BONDS ISSUED ON AUGUST 18, 2005 DIFFERS FROM THE ISSUE PRICE PROVIDED ON FORM 8038, SINCE THE SERIES AND BONDS WERE REFUNDED BY THE FEBRUARY 16, 2011 BOND ISSUE. |
| PART IV , LINE 1 | DISCLOSURE: THE UNIVERSITY HAS DETERMINED THAT NONE OF THE BOND ISSUES SHOWN IN LINES A, B, C OF PART I (COLUMNS AND A, B, C OF THIS PART IV) HAS GENERATED AN ARBITRAGE REBATE LIABILITY, FOR WHICH A FORM 8038-T WOULD OTHERWISE BE REQUIRED TO BE FILED. |
| PART IV , LINE 2C | REBATE COMPUTATIONS WERE LAST PERFORMED FOR CUSIP 130175A85 ON MAY 16, 2015, AND FOR CUSIP 1301757W6 ON AUGUST 18, 2015. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REX WALTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | EMPLOYEE | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $510,000 | OriginalPrincipalAmt |
| Balance Due | $510,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $510,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ROBERT ELIAS | |||
| FAMILY MEMBER OF OFFICER | $173,708 | EMPLOYMENT | 0 |
| ALEXANDRA AMATI-CAMPERI | |||
| FAMILY MEMBER OF KEY EMPLOYEE | $146,165 | EMPLOYMENT | 0 |
| DENNIS MILLER | |||
| FAMILY MEMBER OF OFFICER | $107,600 | EMPLOYMENT | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV : | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ALL MATTERS OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR OFFICERS AND KEY EMPLOYEES (INCLUDING THE UNIVERSITY PRESIDENT). BECAUSE THE INDIVIDUALS LISTED IN SCHEDULE L, PART IV ARE FAMILY MEMBERS OF DISQUALIFIED INDIVIDUALS (DEFINED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED), THE COMPENSATION COMMITTEE IS ALSO ACCOUNTABLE FOR SETTING THE REASONABLE COMPENSATION PACKAGES FOR THESE INDIVIDUALS. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THESE INDIVIDUALS. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THESE INDIVIDUALS. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT EXPERTS, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $407,420 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MR. PASHA III, A FORMER MEMBER OF THE UNIVERSITY'S BOARD OF TRUSTEES,PASSED AWAY DURING THE YEAR. HIS WIDOW, MRS. PASHA, WAS ASKED TO SERVE OUT THE REMAINDER OF HIS TERM. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE UNIVERSITY REVISED SECTION 4.3(C) OF ITS BYLAWS TO PROVIDE THAT IN ELECTING TRUSTEES, THE BOARD OF TRUSTEES SHALL ASSURE THAT A MINIMUM OF SEVEN (7) TRUSTEES, INCLUDING THE RECTOR OF THE JESUIT COMMUNITY, ARE MEMBERS OF THE SOCIETY OF JESUS; PROVIDED, HOWEVER, THAT NO ACTION TAKEN BY THE BOARD OF TRUSTEES SHALL BE INVALIDATED BECAUSE, THROUGH RESIGNATION OR OTHERWISE, FEWER THAN SEVEN (7) TRUSTEES ARE MEMBERS OF THE SOCIETY OF JESUS. SUCH PROVISION PREVIOUSLY PROVIDED THAT A MINIMUM OF THIRTEEN (13) TRUSTEES BE MEMBERS OF THE SOCIETY OF JESUS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE (WHO REPORTS TO THE UNIVERSITY PRESIDENT AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES) IS RESPONSIBLE FOR OVERSEEING ALL TAX COMPLIANCE MATTERS FOR THE UNIVERSITY OF SAN FRANCISCO, INCLUDING THE PREPARATION OF THE UNIVERSITY'S FORM 990; ACCORDINGLY, UNDER HIS DIRECTION (AND WITH THE ASSISTANCE OF THE UNIVERSITY'S EXTERNAL TAX ADVISORS AT DELOITTE TAX LLP) THE UNIVERSITY'S FORM 990 IS PREPARED BY THE TAX ANALYST IN THE UNIVERSITY'S OFFICE OF INTERNAL AUDIT AND TAX COMPLIANCE. THEREAFTER, THE UNIVERSITY'S FORM 990 IS REVIEWED BY THE TAX ANALYST'S SUPERVISOR, THE ASSOCIATE DIRECTOR OF TAX COMPLIANCE. NEXT, THE UNIVERSITY'S VICE PRESIDENT FOR BUSINESS AND FINANCE AND DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE CONCURRENTLY REVIEW THE UNIVERSITY'S FORM 990 WITH THE UNIVERSITY'S EXTERNAL TAX ADVISORS (DELOITTE TAX LLP) WHO REVIEW IT ONE FINAL TIME BEFORE THE RETURN IS PROVIDED TO THE UNIVERSITY'S AUDIT COMMITTEE OF ITS BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED APPROPRIATE AUTHORITY TO REVIEW THE RETURN ON BEHALF OF THE UNIVERSITY'S BOARD OF TRUSTEES. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE FULL BOARD OF TRUSTEES REGARDING ITS OVERSIGHT OF FORM 990, AND THE FINAL DRAFT OF THE UNIVERSITY'S FORM 990 (INCLUDING ALL REQUIRED SCHEDULES THERETO) IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES SO IT IS ABLE TO MAKE ANY APPROPRIATE INQUIRIES REGARDING THE DATA CONTAINED IN THE UNIVERSITY'S FORM 990 BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNDER THE TERMS OF ITS CHARTER, THE AUDIT COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL NECESSARY PARTIES (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, AND KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES FOR MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ARE REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE. THEREAFTER, THE UNIVERSITY'S GENERAL COUNSEL AND DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REVIEW THE COMPLETED QUESTIONNAIRES FOR ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS, AND THESE INDIVIDUALS ARE NOTIFIED VIA WRITTEN COMMUNICATION. MOREOVER, THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS TO THE UNIVERSITY PRESIDENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPLETED QUESTIONNAIRES FOR OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES ARE REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE. THEREAFTER, THE UNIVERSITY'S GENERAL COUNSEL AND DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REVIEW THE COMPLETED QUESTIONNAIRES FOR ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS, AND THESE INDIVIDUALS ARE NOTIFIED VIA WRITTEN COMMUNICATION. FURTHERMORE, THE DIRECTOR OF INTERNAL AUDIT AND TAX COMPLIANCE REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS TO THE UNIVERSITY PRESIDENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD OF TRUSTEES; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF ANY PROPOSED TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES ARISING DURING THE COURSE OF A BOARD OF TRUSTEES MEETING WHICH CANNOT BE RESOLVED ARE REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ALL MATTERS OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE UNIVERSITY'S CEO - THE UNIVERSITY PRESIDENT. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE UNIVERSITY PRESIDENT. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THE UNIVERSITY PRESIDENT. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT EXPERTS, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. WHEREAS THE UNIVERSITY PRESIDENT IS A JESUIT PRIEST WHO HAS TAKEN A VOW OF POVERTY, ALL OF HIS EARNINGS ARE PAID DIRECTLY TO THE SOCIETY OF JESUS (THE JESUIT ORDER). THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ALL MATTERS OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT TRUSTEES, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT; THE COMPENSATION COMMITTEE IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR OFFICERS AND KEY EMPLOYEES (INCLUDING THE UNIVERSITY PRESIDENT). THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE UNIVERSITY'S VISION, MISSION, AND VALUES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE (IN COORDINATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT) ALSO REVIEWS COMPARABLE COMPENSATION AND BENEFITS INFORMATION TO ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT EXPERTS, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT FOR SIMILAR JOB RESPONSIBILITIES). KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMPENSATION COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE APPLICABLE FEDERAL TAX LAWS DO NOT MANDATE THAT THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE UNIVERSITY VOLUNTARILY MAKES EACH OF THE FOREGOING AVAILABLE ON ITS WEBSITE WWW.USFCA.EDU AND UPON REQUEST. |
| ELECTION FOOTNOTE : | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION : THE UNIVERSITY IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION : THE UNIVERSITY HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE UNIVERSITY'S TRADE OR BUSINESS AND THE UNIVERSITY TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| USF EDUCATIONAL CONSULTING (CHINA) CO | |||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | 981046669 | RECRUITING;FUNDRAISING | CH | $24,826 | $304,904 | UNIVERSITY OF SAN FRANCISCO |
| USF MANILA INC | |||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | 981046690 | INSTRUCTION | RP | -$1,609 | $25,491 | UNIVERSITY OF SAN FRANCISCO |
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