UNIVERSITY OF SOUTHERN CALIFORNIA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTHERN CALIFORNIA (EIN 95-1642394)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201511359349301281
- Schema version
- 2013v4.0
- 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 H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:27:00-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951642394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Southern California | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIK BRINK UNIV COMPTROLLER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2138211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY GARDENS | AddressLine1 |
| Address Line2 | Suite UGB203 | AddressLine2 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 900898003 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ABELES | PersonNm |
| Person Title | SR VP, FINANCE AND CFO | PersonTitleTxt |
| Phone | 2138211900 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 2138211900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR CHRYSOSTOMOS L NIKIAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY GARDENS-UGB203 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900898003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,625,596,238 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.usc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1895 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 56 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 37369 | TotalEmployeeCnt |
| Total Gross UBI | $39,259,226 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,922,228 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $860,983,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,029,935,649 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,845,815,262 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,230,002,441 | CYProgramServiceRevenueAmt |
| PY Investment Income | $244,093,275 | PYInvestmentIncomeAmt |
| CY Investment Income | $362,292,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,533,072 | PYOtherRevenueAmt |
| CY Other Revenue | $1,255,841 | CYOtherRevenueAmt |
| PY Total Revenue | $3,953,425,578 | PYTotalRevenueAmt |
| CY Total Revenue | $4,623,485,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $416,541,339 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $444,908,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,961,275,803 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,188,886,884 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,754,894 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,147,896,923 | PYOtherExpensesAmt |
| CY Other Expenses | $1,332,423,116 | CYOtherExpensesAmt |
| PY Total Expenses | $3,525,714,065 | PYTotalExpensesAmt |
| CY Total Expenses | $3,966,218,200 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $427,711,513 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $657,267,766 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,451,149,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,594,824,056 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,366,766,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,479,597,794 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,084,382,301 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,115,226,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,738,461,363 | ExpenseAmt |
| Grant | $441,571,738 | GrantAmt |
| Revenue | $1,602,331,237 | RevenueAmt |
| Desc | INSTRUCTION: 18,445 STUDENTS IN UNDERGRADUATE CLASSES: 22,923 STUDENTS IN GRADUATE AND PROFESSIONAL CLASSES: 4,932 BACHELOR DEGREES CONFERRED AND 9,234 ADVANCED DEGREES CONFERRED IN 2013-2014. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,143,385,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $884,122,886 | RevenueAmt |
| Desc | HEALTH CARE SERVICES: THE DOCTORS OF USC ARE MORE THAN 500 PHYSICIANS AND SPECIALISTS WHO ARE FULL-TIME FACULTY MEMBERS OF THE KECK SCHOOL OF MEDICINE OF USC. USC PHYSICIANS PRACTICE AT KECK HOSPITAL OF USC, USC NORRIS CANCER HOSPITAL, DOHENY EYE INSTITUTE, HEALTH CARE CENTERS ON THE HEALTH SCIENCES CAMPUS AND IN DOWNTOWN LOS ANGELES, AND AT LOS ANGELES COUNTY & USC MEDICAL CENTER AND CHILDRENS HOSPITAL LOS ANGELES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $346,048,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $298,923,060 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: APPROXIMATELY 40,000 STUDENTS AND 16,000 FACULTY AND STAFF ARE SERVED BY THE BOOKSTORE, DINING SERVICES, HOUSING, PARKING FACILITIES AND OTHER SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $350,543,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,336,462 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $444,625,258 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,578,437,363 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 4861 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 37369 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 56 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK BRINK UNIV COMPTROLLER | PersonNm |
| Phone | 2138211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIV GARDENS-UGB203 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90089 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (78 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WALLIS ANNENBERG | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| WANDA M AUSTIN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| LISA BARKETT | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| THOMAS BARRACK | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| MARC R BENIOFF | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JOSEPH M BOSKOVICH | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| ROBERT A BRADWAY | ||||||||||
| TRUSTEE (AS OF 3/30/14) | 1.0 | Yes (X) | ||||||||
| GREGORY P BRAKOVICH | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RAMONA L CAPPELLO | ||||||||||
| TRUSTEE (AS OF 6/4/14) | 1.0 | Yes (X) | ||||||||
| RICK J CARUSO | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| ALAN I CASDEN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RONNIE C CHAN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| YANG HO CHO | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| CHRISTOPHER COX | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| FRANK H CRUZ | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RICHARD A DEBEIKES JR | ||||||||||
| TRUSTEE (UNTIL 6/4/14) | 1.0 | Yes (X) | ||||||||
| DAVID H DORNSIFE | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| MICHELE DEDEAUX ENGEMANN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| DANIEL J EPSTEIN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| FRANK J FERTITTA III | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| CAROL CAMPBELL FOX | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| CHENGYU FU | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| STANLEY P GOLD | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| TAMARA HUGHES GUSTAVSON | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JANE HARMAN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| MING HSIEH | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RAY R IRANI | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| SUZANNE NORA JOHNSON | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| LYDIA H KENNARD | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| KENNETH R KLEIN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JOHN KUSMIERSKY | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | 1.0 | |||||||
| DANIEL D LANE | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| MITCHELL LEW | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| MONICA C LOZANO | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JOHN C MARTIN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| KATHLEEN L MCCARTHY | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JAMIE MCCOURT | ||||||||||
| TRUSTEE (UNTIL 6/4/14) | 1.0 | Yes (X) | ||||||||
| JOHN MORK | ||||||||||
| TRUSTEE/CHAIRMAN | 1.0 | Yes (X) | 0.5 | Yes (X) | ||||||
| JERRY W NEELY | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| CHRYSOSTOMOS L NIKIAS | ||||||||||
| PRESIDENT/Trustee | 50.0 | Yes (X) | 2.75 | Yes (X) | $1,294,491 | $0 | $648,444 | |||
| ROBERT PADGETT | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JANE HOFFMAN POPOVICH | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| BLAKE QUINN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| LORNA Y REED | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| EDWARD P ROSKI JR | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| BARBARA J ROSSIER | ||||||||||
| TRUSTEE (UNTIL 8/11/13) | 1.0 | Yes (X) | ||||||||
| LEONARD D SCHAEFFER | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| WILLIAM J SCHOEN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| WILLIAM EB SIART | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| ROBERT H SMITH | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| JEFFREY H SMULYAN | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| STEVEN SPIELBERG | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| MARK A STEVENS | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RONALD D SUGAR | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RATAN N TATA | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| DANIEL M TSAI | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| RONALD N TUTOR | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| ANDREW J VITERBI | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| WILLIS B WOOD JR | ||||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||||
| ELIZABETH GARRETT | ||||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | 50.0 | 1.25 | Yes (X) | $881,617 | $0 | $86,461 | ||||
| ROBERT ABELES | ||||||||||
| SR VP, FINANCE AND CFO | 50.0 | 2.75 | Yes (X) | $703,738 | $0 | $41,975 | ||||
| ALBERT R CHECCIO | ||||||||||
| SR VP, UNIVERSITY ADVANCEMENT | 50.0 | 0.25 | Yes (X) | $753,147 | $0 | $32,909 | ||||
| TODD R DICKEY | ||||||||||
| SR VP, ADMINISTRATION | 50.0 | 0.5 | Yes (X) | $665,576 | $0 | $34,449 | ||||
| THOMAS S SAYLES | ||||||||||
| SR VP, UNIV relations | 50.0 | Yes (X) | $488,062 | $0 | $28,326 | |||||
| CAROL MAUCH AMIR | ||||||||||
| SECRETARY/GENERAL COUNSEL | 50.0 | 1.5 | Yes (X) | $598,156 | $0 | $47,866 | ||||
| THOMAS E JACKIEWICZ | ||||||||||
| SVP & CEO FOR USC HEALTH | 50.0 | 2.0 | Yes (X) | $1,630,628 | $0 | $46,092 | ||||
| JAMES G ELLIS | ||||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | 50.0 | 2.25 | $565,074 | $0 | $40,779 | Yes (X) | ||||
| STEVE A KAY | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | $588,925 | $0 | $33,398 | Yes (X) | |||||
| LISA ANN MAZZOCCO | ||||||||||
| Chief Investment Officer | 50.0 | $1,081,369 | $0 | $38,980 | Yes (X) | |||||
| CARMEN A PULIAFITO MD | ||||||||||
| DEAN-KECK SCHOOL OF MED | 50.0 | 4.25 | $1,206,982 | $0 | $45,530 | Yes (X) | ||||
| YANNIS C YORTSOS | ||||||||||
| DEAN-VITERBI SCHOOL OF ENG. | 50.0 | 1.25 | $415,658 | $0 | $92,700 | Yes (X) | ||||
| MONTE LANE KIFFIN | ||||||||||
| HEAD FTBALL COACH UNTIL 10/13 | 50.0 | $3,335,719 | $0 | $39,515 | Yes (X) | |||||
| VAUGHN A STARNES MD | ||||||||||
| KSOM-DIST. PROF. OF SURGERY | 50.0 | 2.0 | $2,712,208 | $0 | $46,630 | Yes (X) | ||||
| PATRICK C HADEN | ||||||||||
| Athletic Director | 50.0 | 0.25 | $2,463,172 | $0 | $46,727 | Yes (X) | ||||
| INDERBIR SINGH GILL | ||||||||||
| PROF & CHAIR - UROLOGY | 50.0 | $1,938,223 | $0 | $44,392 | Yes (X) | |||||
| KEVIN O'NEILL | ||||||||||
| FORMER HEAD BASKETBALL COACH | 50.0 | $1,600,232 | $0 | $13,509 | Yes (X) | |||||
| STEVEN B SAMPLE | ||||||||||
| FORMER PRESIDENT | 40.0 | $1,321,275 | $0 | $57,903 | Yes (X) | |||||
| HOWARD A GILLMAN | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | $176,309 | $0 | $47,903 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $24,420,561 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,514,488 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3934 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORLEY CONSTRUCTION COMPANY | |||||
| 3330 OCEAN PARK BOULEVARD 101 | SANTA MONICA | CA | 90405 | CONSTRUCTION SVCS | $44,720,141 |
| BERNARDS CONSTRUCTION | |||||
| 555 FIRST STREET | SAN FERNANDO | CA | 91340 | CONSTRUCTION SVCS | $29,848,073 |
| ARAMARK CORPORATION | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | MAINTENANCE SVCS | $15,814,177 |
| HAMILTON HEALTHCARE CONSTRUCTION | |||||
| 202 MERCURY CIRCLE | POMONA | CA | 91768 | CONSTRUCTION SVCS | $14,164,916 |
| 2U INC | |||||
| 1150 S OLIVE STREET SUITE 2050 | LOS ANGELES | CA | 90015 | CONSTRUCTION SVCS | $10,271,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 743 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,724,866 | FundraisingAmt |
| Government Grants | $316,193,792 | GovernmentGrantsAmt |
| All Other Contributions | $707,016,991 | AllOtherContributionsAmt |
| Noncash Contributions | $39,195,273 | NoncashContributionsAmt |
| Total Contributions | $1,029,935,649 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 900099 | $1,602,331,237 | $1,602,331,237 | |
| NET PATIENT SERVICE REVENUE | 900099 | $884,122,886 | $884,122,886 | |
| AUXILIARY ENTERPRISES | 900099 | $298,923,060 | $250,088,786 | $48,834,274 |
| PROFESSIONAL SERVICES AGREEMENT | 900099 | $135,115,832 | $135,115,832 | |
| SALES & SERVICE | 900099 | $73,786,353 | $73,786,353 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,723,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $235,723,073 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,230,002,441 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,379,196 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,672,081 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,707,115 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,045,880 | TotalRevenueColumnAmt |
| Exclusion | $3,045,880 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,912,839 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,912,839 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $314,912,839 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,247,129 | UnrelatedBusinessRevenueAmt |
| Exclusion | $327,159,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $320,233 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,724,866 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,110,272 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,790,039 | TotalRevenueColumnAmt |
| Exclusion | -$1,790,039 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,623,485,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,181,168,167 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $39,259,226 | UnrelatedBusinessRevenueAmt |
| Exclusion | $373,122,924 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,740 | TotalAmt |
| Program Services | $1,557,740 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,013,998 | TotalAmt |
| Program Services | $440,013,998 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,336,462 | TotalAmt |
| Program Services | $3,336,462 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,209,396 | TotalAmt |
| Program Services | $6,804,073 | ProgramServicesAmt |
| Management And General | $3,411,565 | ManagementAndGeneralAmt |
| Fundraising | $993,758 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328,713 | TotalAmt |
| Program Services | $1,057,619 | ProgramServicesAmt |
| Management And General | $204,086 | ManagementAndGeneralAmt |
| Fundraising | $1,067,008 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,703,271,854 | TotalAmt |
| Program Services | $1,541,903,958 | ProgramServicesAmt |
| Management And General | $135,540,433 | ManagementAndGeneralAmt |
| Fundraising | $25,827,463 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,298,881 | TotalAmt |
| Program Services | $125,460,276 | ProgramServicesAmt |
| Management And General | $18,072,955 | ManagementAndGeneralAmt |
| Fundraising | $2,765,650 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,283,511 | TotalAmt |
| Program Services | $206,915,431 | ProgramServicesAmt |
| Management And General | $29,806,831 | ManagementAndGeneralAmt |
| Fundraising | $4,561,249 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,494,529 | TotalAmt |
| Program Services | $72,459,248 | ProgramServicesAmt |
| Management And General | $10,437,987 | ManagementAndGeneralAmt |
| Fundraising | $1,597,294 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,239,939 | TotalAmt |
| Management And General | $7,239,939 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,387,189 | TotalAmt |
| Management And General | $2,387,189 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,701 | TotalAmt |
| Program Services | $719,701 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,318,953 | TotalAmt |
| Management And General | $11,318,953 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,590,803 | TotalAmt |
| Program Services | $744,100,153 | ProgramServicesAmt |
| Management And General | $55,718,685 | ManagementAndGeneralAmt |
| Fundraising | $11,771,965 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,025,117 | TotalAmt |
| Program Services | $31,268,850 | ProgramServicesAmt |
| Management And General | $2,619,147 | ManagementAndGeneralAmt |
| Fundraising | $137,120 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,746,865 | TotalAmt |
| Program Services | $54,456,153 | ProgramServicesAmt |
| Management And General | $2,424,428 | ManagementAndGeneralAmt |
| Fundraising | $866,284 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,783,952 | TotalAmt |
| Program Services | $17,829,072 | ProgramServicesAmt |
| Management And General | $45,946,777 | ManagementAndGeneralAmt |
| Fundraising | $8,103 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,953,000 | TotalAmt |
| Program Services | $170,192,000 | ProgramServicesAmt |
| Management And General | $10,602,000 | ManagementAndGeneralAmt |
| Fundraising | $159,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,294,968 | TotalAmt |
| Management And General | $2,294,968 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COST OF GOODS SOLD | $98,918,998 | $98,918,998 |
| UNIVERSITY SERVICES | $61,443,631 | $61,443,631 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,966,218,200 | TotalAmt |
| Program Services | $3,578,437,363 | ProgramServicesAmt |
| Management And General | $338,025,943 | ManagementAndGeneralAmt |
| Fundraising | $49,754,894 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,410,370 | BOYAmt |
| EOY | $436,332,239 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,695,853 | BOYAmt |
| EOY | $532,267,236 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,848,173 | BOYAmt |
| EOY | $340,674,576 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,672,110 | BOYAmt |
| EOY | $2,158,501 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,101 | BOYAmt |
| EOY | $343,946 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,859,669 | BOYAmt |
| EOY | $82,193,983 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,452,990 | BOYAmt |
| EOY | $19,592,927 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,664,926 | BOYAmt |
| EOY | $178,138,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,692,941,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,801,769,035 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,492,140,220 | BOYAmt |
| EOY | $2,891,172,226 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,150,629 | BOYAmt |
| EOY | $2,828,299,794 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,234,083 | BOYAmt |
| EOY | $1,953,491,031 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,637,886 | BOYAmt |
| EOY | $330,158,863 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,451,149,010 | BOYAmt |
| EOY | $9,594,824,056 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,017,777 | BOYAmt |
| EOY | $439,465,981 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,412,660 | BOYAmt |
| EOY | $163,920,475 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,692,285 | BOYAmt |
| EOY | $879,022,493 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,992,780 | BOYAmt |
| EOY | $24,992,780 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,428,818 | BOYAmt |
| EOY | $305,333,129 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,222,389 | BOYAmt |
| EOY | $666,862,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,366,766,709 | BOYAmt |
| EOY | $2,479,597,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,024,665 | BOYAmt |
| EOY | $3,391,563,686 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,797,711 | BOYAmt |
| EOY | $1,805,625,118 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,559,925 | BOYAmt |
| EOY | $1,918,037,458 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,084,382,301 | BOYAmt |
| EOY | $7,115,226,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,451,149,010 | BOYAmt |
| EOY | $9,594,824,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $657,267,766 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $380,413,633 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,837,438 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $744,379,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,029,333,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $848,815,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $860,983,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,029,935,649 | CurrentTaxYearAmt |
| Total | $4,513,447,696 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $744,379,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,029,333,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $848,815,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $860,983,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,029,935,649 | CurrentTaxYearAmt |
| Total | $4,513,447,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,483,576 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,477,964,120 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,956,790 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,527,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,524,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,241,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,425,076 | CurrentTaxYearAmt |
| Total | $305,675,420 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,736,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $812,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,233 | CurrentTaxYearAmt |
| Total | $3,761,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,822,884,364 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,025,717,958 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92848 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME REPRESENTS GROSS INCOME FROM FUNDRAISING EVENTS. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,181,872 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,181,872 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1(G)-(I) | FormAndLineReferenceDesc |
| Explanation | the university of southern california'S lobbying efforts INCLUDE THE PROMOTION OF higher appropriations for student aid and basic research programs and efforts to generally further the university's MISSION OF EDUCATION AND RESEARCH AT THE LOCAL, STATE AND FEDERAL LEVEL. The University pays dues to member organizations which may lobby on its behalf. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $6,189,488 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $77,750 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,855,992 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $5,190,040 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $149,983,175 | BeginningBalanceAmt |
| Additions During Year | $26,858,035 | AdditionsDuringYearAmt |
| Distributions During Year | $7,738,213 | DistributionsDuringYearAmt |
| Ending Balance | $169,102,997 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,689,898,845 | BeginningYearBalanceAmt |
| Contributions | $158,946,757 | ContributionsAmt |
| Investment Earnings Or Losses | $710,037,195 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,447,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $125,143,900 | OtherExpendituresAmt |
| Administrative Expenses | $6,473,848 | AdministrativeExpensesAmt |
| End Year Balance | $4,392,817,799 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,322,631,891 | BeginningYearBalanceAmt |
| Contributions | $140,031,692 | ContributionsAmt |
| Investment Earnings Or Losses | $383,718,997 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,227,093 | GrantsOrScholarshipsAmt |
| Other Expenditures | $118,164,254 | OtherExpendituresAmt |
| Administrative Expenses | $6,092,388 | AdministrativeExpensesAmt |
| End Year Balance | $3,689,898,845 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,346,023,447 | BeginningYearBalanceAmt |
| Contributions | $132,220,066 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,789,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,233,067 | GrantsOrScholarshipsAmt |
| Other Expenditures | $112,830,366 | OtherExpendituresAmt |
| Administrative Expenses | $5,758,570 | AdministrativeExpensesAmt |
| End Year Balance | $3,322,631,891 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,795,499,323 | BeginningYearBalanceAmt |
| Contributions | $79,010,238 | ContributionsAmt |
| Investment Earnings Or Losses | $616,999,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,366,052 | GrantsOrScholarshipsAmt |
| Other Expenditures | $109,547,555 | OtherExpendituresAmt |
| Administrative Expenses | $5,572,051 | AdministrativeExpensesAmt |
| End Year Balance | $3,346,023,447 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,528,445,000 | BeginningYearBalanceAmt |
| Contributions | $89,512,842 | ContributionsAmt |
| Investment Earnings Or Losses | $317,498,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,509,947 | GrantsOrScholarshipsAmt |
| Other Expenditures | $105,097,124 | OtherExpendituresAmt |
| Administrative Expenses | $5,349,995 | AdministrativeExpensesAmt |
| End Year Balance | $2,795,499,323 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70430 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,177,864 | OtherCostOrOtherBasisAmt |
| Book Value | $167,177,864 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,174,223,430 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,173,877,933 | DepreciationAmt |
| Book Value | $2,000,345,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $615,033,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $387,464,413 | DepreciationAmt |
| Book Value | $227,568,678 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $736,506,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $240,426,689 | DepreciationAmt |
| Book Value | $496,080,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,891,172,226 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $730,963,141 | F |
| PRIVATE EQUITY | $1,222,527,890 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,953,491,031 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| FOR ANNUITIES PAYABLES | $149,046,557 |
| SELF INSURANCE RESERVES | $191,820,198 |
| FEDERAL STUDENT LOAN FUNDS | $67,951,548 |
| ASSET RETIREMENT OBLIGATION | $109,210,366 |
| REFUNDABLE ADVANCES | $16,936,265 |
| CAPITAL LEASE OBLIGATION | $125,742,056 |
| OTHER LIABILITIES | $6,155,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $666,862,936 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The University of Southern California retains multiple collections of art, historical treasures and other similar assets such as books, scripts, films and photography. These collections are protected and preserved for education, research and public exhibition purposes. |
| Schedule D, Part IV, Line 1B | The University acts as the fiscal agent for funds related to University sponsored and/or affiliated programs. The University does not own the funds associated with these programs. |
| Schedule D, Part V, Line 4 | The intent of the University's endowment funds is to generate the revenues necessary to support the University's exempt purposes, including education, research and scholarships. |
| Schedule D, Part X, LINE 2 | THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E - EXPLANATION FOR LINE 3 | NON-DISCRIMINATION POLICY THE UNIVERSITY OF SOUTHERN CALIFORNIA IS AN EQUAL OPPORTUNITY EMPLOYER AND EDUCATOR. PROUDLY PLURALISTIC AND FIRMLY COMMITTED TO PROVIDING EQUAL OPPORTUNITY FOR OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED AND BACKGROUND, THE UNIVERSITY STRIVES TO BUILD A COMMUNITY IN WHICH EACH PERSON RESPECTS THE RIGHTS OF OTHER PEOPLE TO LIVE, WORK AND LEARN IN PEACE AND DIGNITY, TO BE PROUD OF WHO AND WHAT THEY ARE, AND TO HAVE EQUAL OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL AS INDIVIDUALS AND MEMBERS OF SOCIETY. TO THIS END, THE UNIVERSITY PLACES GREAT EMPHASIS ON THOSE VALUES AND VIRTUES THAT BIND US TOGETHER AS HUMAN BEINGS AND MEMBERS OF THE TROJAN FAMILY. THE UNIVERSITY ENTHUSIASTICALLY SUPPORTS THIS POLICY IN ITS ENTIRETY, AND EXPECTS THAT EVERY PERSON ASSOCIATED WITH THE UNIVERSITY WILL GIVE CONTINUING SUPPORT TO ITS IMPLEMENTATION. THE UNIVERSITY IS COMMITTED TO COMPLYING WITH ALL APPLICABLE LAWS AND GOVERNMENTAL REGULATIONS AT EVERY LEVEL OF GOVERNMENT WHICH PROHIBIT DISCRIMINATION AGAINST, OR WHICH MANDATE THAT SPECIAL CONSIDERATION BE GIVEN TO STUDENTS AND APPLICANTS FOR ADMISSION, OR FACULTY, STAFF AND APPLICANTS FOR EMPLOYMENT ON THE BASIS OF ANY PROTECTED CATEGORY, INCLUDING RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGION, GENDER, SEXUAL ORIENTATION, AGE, PHYSICAL DISABILITY, MENTAL DISABILITY, MARITAL STATUS, VETERAN STATUS, GENETIC INFORMATION, OR ANY OTHER CHARACTERISTIC WHICH MAY FROM TIME TO TIME BE SPECIFIED IN SUCH LAWS AND REGULATIONS. GENDER INCLUDES BOTH THE ACTUAL SEX OF AN INDIVIDUAL AND THAT PERSON'S GENDER IDENTITY, APPEARANCE OR BEHAVIOR, WHETHER OR NOT THAT IDENTITY, APPEARANCE OR BEHAVIOR IS TRADITIONALLY ASSOCIATED WITH THAT PERSON'S SEX AT BIRTH. THIS POLICY APPLIES TO ALL OF THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES INCLUDING ADMISSIONS, AND ALL PERSONNEL ACTIVITIES INCLUDING BUT NOT LIMITED TO RECRUITING, HIRING, PROMOTION, DEMOTION, COMPENSATION, BENEFITS, TRANSFERS, LAYOFFS, RETURN FROM LAYOFF, PROVISION OF LEAVES, TRAINING, EDUCATION, TUITION ASSISTANCE AND OTHER PROGRAMS. IN ADDITION, AN OTHERWISE QUALIFIED INDIVIDUAL MUST NOT BE DISCRIMINATED AGAINST IN, OR EXCLUDED FROM, ADMISSIONS, PARTICIPATION IN EDUCATIONAL PROGRAMS AND ACTIVITIES, OR EMPLOYMENT SOLELY DUE TO HIS OR HER DISABILITY. THE UNIVERSITY SEEKS COMPLIANCE WITH ALL STATUTES PROHIBITING DISCRIMINATION IN EDUCATION, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, SECTION 504 OF THE REHABILITATION ACT OF 1973, THE AGE DISCRIMINATION ACT OF 1975, AND THE AMERICANS WITH DISABILITIES ACT OF 1990 WHICH RESPECTIVELY PROHIBIT DISCRIMINATION. THIS GOOD FAITH EFFORT TO COMPLY IS MADE EVEN WHEN SUCH LAWS AND REGULATIONS CONFLICT WITH EACH OTHER. THE UNIVERSITY WILL MAKE REASONABLE ACCOMMODATIONS FOR QUALIFIED INDIVIDUALS WITH KNOWN DISABILITIES UNLESS DOING SO WOULD RESULT IN UNDUE HARDSHIP. IN GENERAL, THE UNIVERSITY DOES NOT SOLICIT OUTSIDE OF ITS WEBSITE AND ADMISSIONS MATERIALS. THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, IN THE FACULTY HANDBOOK, IN SCAMPUS (THE STUDENT HANDBOOK), AND ALSO IN THE UNIVERSITY COURSE CATALOGUE. IN ADDITION, IT IS COMMUNICATED TO ALL STUDENTS DURING ORIENTATION, TO ALL NEW EMPLOYEES WITHIN 60 DAYS OF HIRE, AND TO ALL EMPLOYEES EVERY 2 YEARS AS PART OF THE UNIVERSITY'S HARASSMENT AND DISCRIMINATION PREVENTION TRAINING. |
| SCHEDULE E - EXPLANATION FOR LINE 6a | THE UNIVERSITY OF SOUTHERN CALIFORNIA RECEIVES FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL MISSION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (56 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | $49,187 | |
| East Asia and the Pacific | 63 | Program Services | INSTRUCT,EXCUR,TRAVEL | $1,448,821 | |
| Europe (Including Iceland and Greenland) | 23 | Program Services | INSTRUCT,EXCUR,TRAVEL | $4,014,902 | |
| Middle East and North Africa | 4 | Program Services | INSTRUCT,EXCUR,TRAVEL | $91,490 | |
| North America | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | $41,381 | |
| Russia and the Newly Independent States | Program Services | INSTRUCT,EXCUR,TRAVEL | $56,513 | ||
| Sub-Saharan Africa | 2 | Program Services | INSTRUCT,EXCUR,TRAVEL | $24,143 | |
| South America | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | $25,446 | |
| South Asia | Program Services | INSTRUCT,EXCUR,TRAVEL | $10,413 | ||
| Central America and the Caribbean | Program Services | RESEARCH | $16,874 | ||
| East Asia and the Pacific | 4 | Program Services | RESEARCH | $425,385 | |
| Europe (Including Iceland and Greenland) | 5 | Program Services | RESEARCH | $454,537 | |
| Middle East and North Africa | Program Services | RESEARCH | $132,726 | ||
| North America | Program Services | RESEARCH | $205,961 | ||
| Russia and the Newly Independent States | Program Services | RESEARCH | $19,242 | ||
| Sub-Saharan Africa | Program Services | RESEARCH | $204,191 | ||
| South America | 3 | Program Services | RESEARCH | $104,915 | |
| South Asia | Program Services | RESEARCH | $56,810 | ||
| East Asia and the Pacific | 61 | Program Services | STUDENT ABROAD | $1,176,867 | |
| Europe (Including Iceland and Greenland) | 11 | Program Services | STUDENT ABROAD | $3,434,984 | |
| Middle East and North Africa | 2 | Program Services | STUDENT ABROAD | $35,281 | |
| North America | Program Services | STUDENT ABROAD | $26,854 | ||
| Sub-Saharan Africa | 3 | Program Services | STUDENT ABROAD | $122,282 | |
| South America | 2 | Program Services | STUDENT ABROAD | $111,582 | |
| South Asia | 2 | Program Services | STUDENT ABROAD | $64,739 | |
| East Asia and the Pacific | 16 | Program Services | RECRUITMENT | $1,654,355 | |
| Europe (Including Iceland and Greenland) | 1 | Program Services | RECRUITMENT | $54,104 | |
| Middle East and North Africa | 1 | Program Services | RECRUITMENT | $10,679 | |
| North America | 2 | Program Services | RECRUITMENT | $152,171 | |
| South America | 1 | Program Services | RECRUITMENT | $195,367 | |
| South Asia | 1 | Program Services | RECRUITMENT | $139,273 | |
| North America | Program Services | GLOBALIZATION - TRAVEL | $144,110 | 1 | |
| East Asia and the Pacific | Program Services | GLOBALIZATION - TRAVEL | $1,327,200 | 5 | |
| Europe (Including Iceland and Greenland) | Program Services | GLOBALIZATION - TRAVEL | $20,485 | ||
| Middle East and North Africa | Program Services | GLOBALIZATION - TRAVEL | $21,694 | ||
| South America | Program Services | GLOBALIZATION - TRAVEL | $206,042 | 1 | |
| South Asia | Program Services | GLOBALIZATION - TRAVEL | $108,042 | 1 | |
| Central America and the Caribbean | Program Services | PREVENTIVE GLOBAL MED | $39,494 | ||
| East Asia and the Pacific | Program Services | PREVENTIVE GLOBAL MED | $45,465 | ||
| Europe (Including Iceland and Greenland) | Program Services | PREVENTIVE GLOBAL MED | $45,956 | ||
| Middle East and North Africa | Program Services | PREVENTIVE GLOBAL MED | $2,661 | ||
| North America | Program Services | PREVENTIVE GLOBAL MED | $16,862 | ||
| Sub-Saharan Africa | Program Services | PREVENTIVE GLOBAL MED | $39,112 | ||
| South Asia | Program Services | PREVENTIVE GLOBAL MED | $5,606 | ||
| Central America and the Caribbean | Program Services | INTL EXPERIENTAL LEARN | $130,480 | ||
| East Asia and the Pacific | Program Services | INTL EXPERIENTAL LEARN | $3,758,607 | ||
| Europe (Including Iceland and Greenland) | Program Services | INTL EXPERIENTAL LEARN | $242,520 | ||
| Middle East and North Africa | Program Services | INTL EXPERIENTAL LEARN | $76,240 | ||
| South America | Program Services | INTL EXPERIENTAL LEARN | $604,420 | ||
| South Asia | Program Services | INTL EXPERIENTAL LEARN | $122,642 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | $3,075,091 | |||
| Middle East and North Africa | Grantmaking | $174,525 | |||
| North America | Grantmaking | $77,756 | |||
| East Asia and the Pacific | Grantmaking | $9,089 | |||
| Europe (Including Iceland and Greenland) | Investments | $89,305,706 | |||
| Central America and the Caribbean | Investments | $518,522,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 107 | SubtotalEmployeesCnt |
| Continutation Total Office | 8 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 103 | ContinutationTotalEmployeeCnt |
| Total Office | 8 | TotalOfficeCnt |
| Total Employee | 210 | TotalEmployeeCnt |
| Subtotal Spent | $7,326,127 | SubtotalSpentAmt |
| Continuation Spent | $625,358,065 | ContinuationSpentAmt |
| Total Spent | $632,684,192 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Middle East and North Africa | RSCH SUBAWRD | $20,000 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $25,000 | WIRE/CHECK |
| East Asia and the Pacific | RSCH SUBAWRD | $9,089 | WIRE/CHECK |
| North America | RSCH SUBAWRD | $50,604 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $98,461 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $210,350 | WIRE/CHECK |
| Middle East and North Africa | RSCH SUBAWRD | $24,525 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $54,000 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $417,336 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $158,344 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $12,661 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $89,933 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $325,232 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $38,406 | WIRE/CHECK |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | $1,645,369 | WIRE/CHECK |
| North America | RSCH SUBAWRD | $27,152 | WIRE/CHECK |
| Middle East and North Africa | RSCH SUBAWRD | $130,000 | WIRE/CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt |
|---|---|---|
| TRAVEL AWARD | East Asia and the Pacific | N/A |
| TRAVEL AWARD | Europe (Including Iceland and Greenland) | N/A |
| TRAVEL AWARD | South Asia | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY WIRES ITS OFFICE EXPENSES ON A MONTHLY BASIS. THE MONTHLY EXPENSES CONSIST OF FIXED COSTS: PAYROLL, RENT, OCCUPANCY COSTS (SUCH AS PHONE/INTERNET/FAX, CLEANING, ELECTRICITY), CONSULTANTS SUCH AS ACCOUNTANTS, BANK FEES AND NON-FIXED, SUCH AS SUPPLIES, TRAVEL, MEALS AND ENTERTAINMENT AND SOME MISCELLANEOUS COSTS. THE OFFICES SEND THEIR EXPENSE REPORTS INCLUDING BACKUP (INVOICES/RECEIPTS) TO THE UNIVERSITY ALONG WITH MONTHLY BANK STATEMENTS. ALL EXPENDITURES DOMESTIC AND INTERNATIONAL MUST COMPLY WITH OUR EXPENDITURE MANUAL AND THE UNIVERSITY'S SENIOR BUSINESS OFFICERS ARE RESPONSIBLE FOR COMPLYING WITH THESE POLICIES AND REGULATIONS. SCHEDULE F, PART I, LINE 3, COLUMN (F) AND SCHEDULE F, PART II, LINE 1 EXPENSES REPORTED IN SCHEDULE F, PART I, LINE 3, COLUMN (F) AND SCHEDULE F, PART II, LINE 1 ARE DERIVED FROM USC'S BOOKS AND RECORDS, WHICH ARE MAINTAINED ON THE ACCRUAL BASIS OF ACCOUNTING. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | rebels w. cause | NameOfEvent1Amt |
| Gross Receipts Event1 | $5,185,349 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,143,799 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,550 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $424,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $110,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $419,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,260 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | cancer ctr gala | NameOfEvent2Amt |
| Gross Receipts Event2 | $1,013,324 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $968,874 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $44,450 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $83,225 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $95,177 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,096 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $105,582 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $846,426 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $612,193 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $234,233 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $54,731 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $128,815 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $299,345 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $40,308 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $293,733 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $7,045,099 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,724,866 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $320,233 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $54,731 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $636,240 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $505,022 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $468,704 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $445,575 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,110,272 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,790,039 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,815,991 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,815,991 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $94,368,736 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $57,556,106 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $36,812,630 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00930 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $98,184,727 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $57,556,106 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,628,621 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01030 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,537,638 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,537,638 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,467,756 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,306,160 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,161,596 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00360 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $255,426,917 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $255,426,917 | DirectOffsettingRevenueAmt |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $519,475 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $519,475 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $275,951,786 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $259,733,077 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,218,709 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00410 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $374,136,513 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $317,289,183 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,847,330 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01440 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 660 | PersonsServedCnt |
| Total Community Benefit Expns | $221,495 | TotalCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 660 | PersonsServedCnt |
| Total Community Benefit Expns | $221,495 | TotalCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $21,601,080 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,004,624 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $243,053,578 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $313,381,462 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$70,327,884 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Facility Reporting GroupFacilityReportingGroupCd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KECK HOSPITAL OF USC | |||||||||||||
| 1 | 1500 SAN PABLO STREET | LOS ANGELES | CA | 90089 | WWW.KECKMEDICINE.ORG | 930000459 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | ||
| USC NORRIS CANCER HOSPITAL | |||||||||||||
| 2 | 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90089 | WWW.CANCER.KECKMEDICINE.ORG | 930000267 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | ||
| USC VERDUGO HILLS HOSPITAL | |||||||||||||
| 3 | 1812 VERDUGO BLVD | GLENDALE | CA | 91208 | www.uscvhh.org | 930000173 | Yes (X) | Yes (X) | B | Yes (X) | SKILLED NURSING, OUTPATIENT SURGERY & DIAGNOSTIC | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Rpt Available Upon RequestRptAvailableUponRequestInd | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Explained BasisExplainedBasisInd | Income LevelIncomeLevelInd | Asset LevelAssetLevelInd | Insurance StatusInsuranceStatusInd | Medicaid MedicareMedicaidMedicareInd | State RegulationStateRegulationInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Attached To InvoiceAttachedToInvoiceInd | Posted In Emergency RoomPostedInEmergencyRoomInd | Posted In Admission OfficePostedInAdmissionOfficeInd | Available On RequestAvailableOnRequestInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | FacilityFacilityNum | Develop Community Wide PlanDevelopCommunityWidePlanInd | Exec Community Wide PlanExecCommunityWidePlanInd | Include Operational PlanIncludeOperationalPlanInd | Adopt BudgetAdoptBudgetInd | Uninsured DiscountUninsuredDiscountInd | Provided On AdmissionProvidedOnAdmissionInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | keckmedicine.org/community-benefit | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | 350. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |||||||
| B | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | uscvhh.org/about-vhh/community-benefit | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | 350. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | 3 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | ||
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| A | FACILITY REPORTING GROUP A - KECK HOSPITAL OF USC & USC NORRIS CANCER HOSPITAL PART V, SECTION B, LINE 3: EIGHTEEN TARGETED INTERVIEWS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITALS. INTERVIEWEES INCLUDED INDIVIDUALS WHO ARE LEADERS AND REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY AND CHRONIC DISEASE POPULATIONS, OR REGIONAL, STATE OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES THAT HAVE "CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITIES." PART V, SECTION B, LINE 4: THE CHNA WAS CONDUCTED FOR KECK HOSPITAL OF USC AND USC NORRIS CANCER HOSPITAL. PART V, SECTION B, LINE 7: THE IMPLEMENTATION STRATEGY ADOPTED BY EACH HOSPITAL ACTIVELY ADDRESSES THE HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA AS "PRIORITY HEALTH NEEDS." FOR KECK HOSPITAL OF USC THESE INCLUDE: 1) ACCESS TO CARE 2) CHRONIC DISEASE MANAGEMENT 3) DISEASE PREVENTION AND HEALTH PROMOTION, WITH A FOCUS ON PREVENTION, HEALTHY EATING, AND OVERWEIGHT/OBESITY ISSUES 4) HEALTH SCIENCES EDUCATION FOR MINORITY STUDENTS. FOR USC NORRIS CANCER HOSPITAL THESE INCLUDE: 1) CANCER CARE AND TREATMENT 2) DISEASE PREVENTION AND HEALTH PROMOTION, WITH A SPECIAL FOCUS ON CANCER PREVENTION, HEALTHY EATING, PHYSICAL ACTIVITY, AND OVERWEIGHT/OBESITY ISSUES 3) HEALTH SCIENCES EDUCATION FOR MINORITY STUDENTS. CERTAIN OTHER HEALTH NEEDS THAT WERE IDENTIFIED, BUT NOT SPECIFICALLY ADDRESSED IN THE IMPLEMENTATION STRATEGY INCLUDE: ALCOHOL AND DRUG USE, AND COMMUNITY SAFETY. THE HOSPITALS HAVE CHOSEN NOT TO FOCUS ON THESE AREAS BECAUSE THEY BELIEVE THEY CAN HAVE A GREATER IMPACT ON THE PRIORITY HEALTH NEEDS. THESE OTHER HEALTH NEEDS DO NOT ALIGN WITH HOSPITAL STRATEGIC INITIATIVES, AND THEY DO NOT HAVE EXISTING RESOURCES OR INFRASTRUCTURE TO EFFECTIVELY MEET THESE COMMUNITY HEALTH NEEDS. PART V, SECTION B, LINE 14G: PLEASE REFER TO PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE IN PART VI. PART V, SECTION B, LINE 20D: THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS NINETY PERCENT OF MEDICARE RATES. |
| B | FACILITY REPORTING GROUP B - USC VERDUGO HILLS HOSPITAL PART V, SECTION B, LINE 3: DURING THE INITIAL PHASE OF THE CHNA PROCESS, COMMUNITY INPUT WAS COLLECTED DURING A FOCUS GROUP WITH KEY STAKEHOLDERS, INCLUDING HEALTH CARE PROFESSIONALS, GOVERNMENT OFFICIALS, SOCIAL SERVICE PROVIDERS, COMMUNITY RESIDENTS, LEADERS AND OTHER RELEVANT INDIVIDUALS. CONCURRENTLY SECONDARY DATA WERE COLLECTED AND COMPARED TO RELEVANT BENCHMARKS INCLUDING HEALTHY PEOPLE 2020, LOS ANGELES OR CALIFORNIA WHEN POSSIBLE. THE DATA WERE ALSO COLLECTED IN SMALLER GEOGRAPHIES, WHEN POSSIBLE, TO ALLOW FOR MORE IN-DEPTH ANALYSIS AND IDENTIFICATION OF COMMUNITY HEALTH ISSUES. IN ADDITION, PREVIOUS CHNAS WERE REVIEWED TO IDENTIFY TRENDS AND ENSURE THAT PREVIOUSLY IDENTIFIED NEEDS WERE NOT OVERLOOKED. PART V, SECTION B, LINE 4: VERDUGO HILLS HOSPITAL COLLABORATED WITH Glendale Adventist Medical Center AND Glendale Memorial Hospital and Health Center to work with the Center for Nonprofit Management consulting team in conducting the Community Health Needs Assessment. PART V, SECTION B, LINE 7: The health needs identified from the CHNA were prioritized through a structured process using defined criteria. This Implementation Strategy addresses the health needs identified through the CHNA. The needs that will be addressed by USC Verdugo Hills Hospital through its community benefit programs and activities are: Obesity/Overweight, Mental health, Diabetes AND Cardiovascular disease. USC Verdugo Hills Hospital has chosen not to actively address the health needs identified in the CHNA that were not selected as priority health needs. These health needs are: alcohol and substance abuse, hypertension, cholesterol, disability and oral health. We have chosen not to actively focus on these health needs as there are existing resources in the community served by USC Verdugo Hills Hospital that directly address these health needs. PART V, SECTION B, LINE 14G: PLEASE REFER TO PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE IN PART VI. PART V, SECTION B, LINE 20D: USC VERDUGO HILLS HOSPITAL USES A DISCOUNTED MEDICARE COMPARABLE RATE AS THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USC ENGEMANN STUDENT HEALTH CENTER (UPC) | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 WEST 34TH STREET | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900893261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | OUTPATIENT CLINIC | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | The discount amount is based on family income compared to the Federal Poverty Level ("FPL") for the current year. Patients with family income under 200% FPL will be eligible for free care for the dates of service for which an application is completed. Uninsured or under-insured patients with family income between 201% and 350% FPL will be eligible for care at a sliding scale discount. Uninsured patients whose family income exceeds 350% of the FPL will receive the Compact discounted rate. |
| PART I, LINE 6A: | KECK HOSPITAL OF USC, USC NORRIS CANCER HOSPITAL AND VERDUGO HILLS HOSPITAL ALL PREPARE AN ANNUAL COMMUNITY BENEFITS REPORT. |
| PART I, LINE 7: | REPORTS FOLLOWING THE FORM 990, SCHEDULE H INSTRUCTIONS, ADDRESSING ALL PATIENT SEGMENTS. THE TOTAL PERCENTAGE OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST ON LINE 7 WAS CALCULATED FOR FY14 ON A UNIVERSITY-WIDE BASIS AS REQUIRED PER THE FORM 990 INSTRUCTIONS. The calculation on a hospital-only basis would result in a total percentage of 6.08%, consistent with peer organizations. This percentage does not include the impact associated with the services provided by USC to Los Angeles County + USC Medical Center. PART II, LINE 8: WORKFORCE DEVELOPMENT Keck Medicine of USC continued its efforts to engage students form local Los Angeles schools that typically enroll underserved students. Students from the Bravo Medical Magnet High School participated in a job shadowing and mentoring program. Each semester, three classes of students spend 7.5 hours a week working with staff in a variety of roles and departments. Established in 1970, USCs Med-COR Program, which stands for Medical Counseling Organizing and Recruiting, works with high school students of color to help prepare them for careers in the health professions. Students are provided structured academic enrichment in the areas of mathematics, science, and English as well as academic counseling, SAT assistance, and summer internships at local hospitals. The program serves students from four local schools: Francisco Bravo Medical Magnet High School, King-Drew Medical Magnet High School, Orthopaedic Hospital Medical Magnet High School and Van Nuys High School. Each year, the hospitals also host a Minority Outreach Enrichment day, whereby approximately a dozen directors of non-clinical fields at the hospitals shared their career paths and daily job duties with 35 students, offering mentorship and internships. Additionally, hospital leaders participated in a number of health care career awareness events to increase interest among minority and low-income youth. |
| PART III, LINES 2 AND 4: | NET PATIENT SERVICE REVENUE IS REPORTED AT ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD PARTY PAYERS, GOVERNMENT PROGRAMS AND OTHERS IN THE PERIOD IN WHICH SERVICES ARE PROVIDED. THE MAJORITY OF THE HOSPITALS' SERVICES ARE RENDERED TO PATIENTS WITH COMMERCIAL OR MANAGED CARE INSURANCE, OR UNDER THE FEDERAL MEDICARE AND CALIFORNIA STATE MEDI-CAL PROGRAMS. REIMBURSEMENT FROM THESE VARIOUS PAYERS IS BASED ON A COMBINATION OF PROSPECTIVELY DETERMINED RATES, DISCOUNTS FROM CHARGES AND HISTORICAL COSTS. Amounts received under the Medicare program are subject to retroactive settlements based on review and final determination by program intermediaries or their agents. Provisions for contractual adjustments and retroactive settlements related to these payers are accrued on an estimated basis in the period the related services are rendered and adjusted in future periods as additional information becomes known or as final settlements are determined. The allowance for doubtful accounts is based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in health care coverage, and other collection indicators. Periodically throughout the year management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category. The results of this review are then used to make any modifications to the allowance for doubtful accounts. The determination of charity care generally should be made at the time of admission, or shortly thereafter. However, events after discharge may change the ability of the patient to pay. Designation as Charity Care will only be considered after all payment sources have been exhausted. Hospital charges for patient accounts identified as Charity Care at the time of admission or service are not recognized by the facility as net revenues or net receivables. If patient accounts are identified as Charity Care subsequent to the facility recognizing the charges as revenue, an adjustment is required to classify appropriately the revenue and any bad debt expense previously recorded. PART III, LINE 3: The organization has estimated the amount of the hospitals' bad debt expense attributable to patients eligible under the organization's financial assistance policy at $1,004,624. This estimate includes patients with pending financial assistance applications and also considers a portion of accounts receivables in relation to cost to charges per the medicare cost report at June 30, 2014. |
| PART III, LINE 8: | The Medicare shortfall of ($70,327,884) reported in Part III, Line 7 should be treated as a community benefit because the rates paid by Medicare do not accurately reflect the cost of care provided by the Hospitals. Accordingly, the Hospital must subsidize the cost of care provided to Medicare Beneficiaries with other revenues. THE COSTING METHODOLOGY USED TO CALCULATE MEDICARE ALLOWABLE COSTS OF CARE REPORTED ON PART III, LINE 6 WAS USING A COST-TO-CHARGE RATIO. |
| PART III, LINE 9B: | As part of its mission, the Hospitals provide services and a broad array of benefits to the community. The Hospitals' patient acceptance policy is based on its mission statement and its community services responsibilities. Accordingly, the Hospitals accept patients in immediate need of care, regardless of their ability to pay. The Hospitals do not pursue collection of amounts determined to qualify as charity care based on established policies of the Hospitals. These policies define charity services as those services for which no payment is due for all or a portion of the patient's bill from the patient. See also Part III, Line 4. |
| PART VI, LINE 2: | NEEDS ASSESSMENT: FOR TAX YEAR 2013, KECK HOSPITAL OF USC AND USC NORRIS CANCER HOSPITAL UNDERTOOK A COMMUNITY HEALTH NEEDS ASSESSMENT AS REQUIRED BY CALIFORNIA LAW (SB 697). THE RECENT PASSAGE OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT AND IRC SECTION 501(R) ALSO REQUIRES TAX-EXEMPT HOSPITALS TO CONDUCT NEEDS ASSESSMENTS AND DEVELOP COMMUNITY BENEFIT PLANS EVERY THREE YEARS. THE ASSESSMENT INCORPORATES COMPONENTS OF PRIMARY DATA COLLECTION AND SECONDARY DATA ANALYSIS THAT FOCUS ON THE HEALTH AND SOCIAL NEEDS OF THE SERVICE AREA. TARGETED INTERVIEWS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITALS. FOR THE INTERVIEWS, COMMUNITY STAKEHOLDERS, IDENTIFIED BY THE HOSPITALS, WERE CONTACTED AND ASKED TO PARTICIPATE IN THE NEEDS ASSESSMENT. EIGHTEEN INTERVIEWS WERE COMPLETED FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT IN FEBRUARY AND MARCH OF 2013. SECONDARY DATA WAS COLLECTED FROM A VARIETY OF SOURCES TO PRESENT LOS ANGELES COUNTY DEMOGRAPHICS, SOCIAL AND ECONOMIC FACTORS, HEALTH ACCESS, MORTALITY, BIRTH CHARACTERISTICS, CHRONIC DISEASE, AND HEALTH BEHAVIORS. FOR THE 2013 CHNA, USC VERDUGO HILLS HOSPITAL COLLABORATED WITH GLENDALE ADVENTIST MEDICAL CENTER AND GLENDALE MEMORIAL HOSPITAL AND HEALTH CENTER TO WORK WITH THE CENTER FOR NONPROFIT MANAGEMENT CONSULTING TEAM IN CONDUCTING THE CHNA. DURING THE INITIAL PHASE OF THE CHNA PROCESS, COMMUNITY INPUT WAS COLLECTED DURING A FOCUS GROUP WITH KEY STAKEHOLDERS, INCLUDING HEALTH CARE PROFESSIONALS, GOVERNMENT OFFICIALS, SOCIAL SERVICE PROVIDERS, COMMUNITY RESIDENTS, LEADERS AND OTHER RELEVANT INDIVIDUALS. CONCURRENTLY SECONDARY DATA WERE COLLECTED AND COMPARED TO RELEVANT BENCHMARKS INCLUDING HEALTHY PEOPLE 2020, LOS ANGELES OR CALIFORNIA WHEN POSSIBLE. THE DATA WERE ALSO COLLECTED AT SMALLER GEOGRAPHIES, WHEN POSSIBLE, TO ALLOW FOR MORE IN-DEPTH ANALYSIS AND IDENTIFICATION OF COMMUNITY HEALTH ISSUES. IN ADDITION, PREVIOUS CHNAS WERE REVIEWED TO IDENTIFY TRENDS AND ENSURE THAT PREVIOUSLY IDENTIFIED NEEDS WERE NOT OVERLOOKED. |
| PART VI, LINE 3: | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: USC HOSPITALS SHALL POST NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. THESE NOTICES WILL BE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT AREAS OF THE HOSPITALS. NOTICES SHALL ALSO BE POSTED IN THE ADMITTING AND FINANCIAL SERVICES DEPARTMENTS. EACH HOSPITAL SHALL PROVIDE PATIENTS WITH A WRITTEN DOCUMENT THAT CONTAINS INFORMATION ABOUT AVAILABILITY OF THE HOSPITALS' DISCOUNT PAYMENT AND CHARITY CARE POLICIES, INCLUDING INFORMATION ABOUT ELIGIBILITY, AS WELL AS CONTACT INFORMATION FOR A HOSPITAL EMPLOYEE OR OFFICE FROM WHICH THE PERSON MAY OBTAIN FURTHER INFORMATION ABOUT THESE POLICIES. THE NOTICE SHALL ALSO BE PROVIDED TO PATIENTS WHO RECEIVE OUTPATIENT CARE AND WHO MAY BE BILLED FOR THE CARE, BUT WHO WERE NOT ADMITTED. THE NOTICE SHALL BE PROVIDED IN ENGLISH, AND IN LANGUAGES OTHER THAN ENGLISH. THE LANGUAGES TO BE PROVIDED SHALL BE DETERMINED IN A MANNER SIMILAR TO THAT REQUIRED PURSUANT TO SECTION 12693.30 OF THE INSURANCE CODE (THRESHOLD LANGUAGES ARE SPANISH AND THOSE LANGUAGES SPOKEN BY 5% OF PATIENTS). DATA MAILERS SENT TO PATIENTS AS PART OF THE ROUTINE BILLING PROCESS WILL CONTAIN INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAM. WRITTEN CORRESPONDENCE TO THE PATIENT REQUIRED BY THIS ARTICLE SHALL ALSO BE IN THE LANGUAGE SPOKEN BY THE PATIENT, CONSISTENT WITH SECTION 12693.30 OF THE INSURANCE CODE AND APPLICABLE STATE AND FEDERAL LAW. AT USC VERDUGO HILLS HOSPITAL, THE FAIR PRICING POLICY IS DESCRIBED TO PATIENTS AND FAMILIES UPON REGISTRATION. THE POLICY IS POSTED AND FORMS MAILED TO PATIENTS AT TIME OF INITIAL BILLING. |
| PART VI, LINE 4: | COMMUNITY INFORMATION: KECK HOSPITAL OF USC KECK HOSPITAL OF USC IS LOCATED EAST OF DOWNTOWN LOS ANGELES ON USC'S HEALTH SCIENCES CAMPUS. THE HOSPITAL DRAWS PATIENTS REGIONALLY FROM SOUTHERN CALIFORNIA, WITH A PRIMARY SERVICE AREA OF LOS ANGELES COUNTY, CALIFORNIA. APPROXIMATELY 70% OF THE HOSPITAL'S PATIENTS ORIGINATE FROM L.A. COUNTY. USC NORRIS CANCER HOSPITAL USC NORRIS CANCER HOSPITAL ALSO IS LOCATED EAST OF DOWNTOWN LOS ANGELES ON USC'S HEALTH SCIENCES CAMPUS. AS A RESULT OF ITS GROUND BREAKING WORK IN CANCER RESEARCH AND TREATMENT, THE HOSPITAL DRAWS PATIENTS FROM THROUGHOUT THE STATE, NATIONALLY AND INTERNATIONALLY. FOR THE PURPOSE OF THE NEEDS ASSESSMENT THE PRIMARY SERVICE AREA HAS BEEN IDENTIFIED AS LOS ANGELES COUNTY, CALIFORNIA, FROM WHICH APPROXIMATELY 70% OF ITS PATIENTS ORIGINATE. THE POPULATION FOR LOS ANGELES COUNTY, THE TWO HOSPITALS' PRIMARY SERVICE AREA, IS ESTIMATED AT 9,818,605 IN 2010, AN INCREASE OF 3.1% FROM 2000. FOR THE LAST FIVE YEARS, THE RATE OF POPULATION GROWTH IN L.A. COUNTY HAS SLOWED WHEN COMPARED TO THE RATE OF GROWTH IN THE STATE. KECK HOSPITAL OF USC AND USC NORRIS CANCER HOSPITAL ARE LOCATED IN THE EL SERENO/HIGHLAND PARK/LINCOLN HEIGHTS MEDICALLY UNDERSERVED AREA. CHILDREN AND YOUTH, AGES 0-17 MAKE UP 24.5% OF THE POPULATION; 33.1% ARE 18-39 YEARS OF AGE; 31.5% ARE 40-64 YEARS OF AGE; AND 10.9% OF THE POPULATION ARE SENIORS, 65 YEARS OF AGE AND OLDER. THE AREA HAS HIGHER PERCENTAGES OF ADULTS (AGES 18-39) THAN FOUND IN THE STATE. MOST NOTABLY, L.A. COUNTY HAS A GREATER PERCENTAGE OF TEENS, AGES 15-19 (8.3%) THAN IN THE STATE (7.8%). THE POPULATION OF THE SERVICE AREA CONSISTS PRIMARILY OF HISPANIC OR LATINO (47.7%) AND WHITE (27.8%) RACE AND ETHNICITY. ASIANS COMPRISE 13.5% OF THE POPULATION, AND AFRICAN AMERICANS/BLACKS ARE 8.3% OF THE POPULATION. THE AREA HAS A LARGER PERCENTAGE OF LATINOS, AFRICAN AMERICANS/BLACKS, AND ASIANS, AND A SMALLER PERCENTAGE OF WHITES WHEN COMPARED TO THE STATE. UNEMPLOYMENT COMPARED OVER THREE YEARS, UNEMPLOYMENT RATES WERE LOWER IN 2009, RISING IN 2010, AND DECREASING IN 2011. IN 2011, LOS ANGELES COUNTY HAD A 12.3% UNEMPLOYMENT RATE. POVERTY POVERTY THRESHOLDS ARE USED FOR CALCULATING ALL OFFICIAL POVERTY POPULATION STATISTICS. THEY ARE UPDATED EACH YEAR BY THE CENSUS BUREAU. FOR 2012, THE FEDERAL POVERTY THRESHOLD FOR ONE PERSON WAS $11,170 AND FOR A FAMILY OF FOUR $23,050. THE POVERTY RATES PAINT AN IMPORTANT PICTURE OF THE POPULATION WITHIN THE HOSPITALS' PRIMARY SERVICE AREA. POVERTY RATES SHOW 15.7% OF THE POPULATION LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL) AND 37.6% AT 200% OF FPL. THE RATES OF POVERTY ARE HIGHER IN L.A. COUNTY THAN IN THE STATE. LANGUAGE IN THE OVERALL HOSPITAL SERVICE AREA, A LANGUAGE OTHER THAN ENGLISH IS SPOKEN IN OVER HALF THE HOMES (56.4%). SPANISH IS SPOKEN IN 39.4% OF THE HOMES; THIS IS GREATER THAN THE NUMBER OF SPANISH SPEAKING HOUSEHOLDS IN THE STATE (28.5%). EDUCATION OF THE POPULATION AGE 25 AND OVER, 24.1% HAVE LESS THAN A HIGH SCHOOL DIPLOMA. 21.4% OF THE POPULATION ARE HIGH SCHOOL GRADUATES, WHICH IS CONSISTENT WITH STATE COMPLETION RATES (21.5%). LACK OF EDUCATION IS A CRITICAL MARKER OF AT-RISK POPULATIONS. LOW EDUCATIONAL ATTAINMENT NEGATIVELY IMPACTS ON EMPLOYMENT AND INCOME, RESULTING IN INCREASED LEVELS OF POVERTY. THESE FACTORS ALSO DIRECTLY CONTRIBUTE TO HIGH RATES OF DISEASE AND POOR HEALTH OUTCOMES. USC VERDUGO HILLS HOSPITAL THE USC VERDUGO HILLS HOSPITAL (VHH) PROVIDES HEALTH SERVICES IN EIGHTEEN ZIP CODES, NINE CITIES OR COMMUNITIES, AND THREE SERVICE PLANNING AREAS WITHIN LOS ANGELES COUNTY. Age Distribution In both the VHH service area and Los Angeles County, 64% of the residents are between the ages of 18 and 64. However, the VHH service area has a larger percentage of older adults (15.2%) than Los Angeles County (11.2%), while children 18 years old or younger make up 19.1% of the service area population, compared with 23.8% in the county. Race/Ethnicity In 2013, most of the population in the VHH service area is White (55.0%, n=199,278), which is an increase from 2010 (47.4%). The Hispanic/Latino (22.0%, n=79,582) population is the second largest ethnic group, although it has decreased from 2010 (24.3%). There was also a slight decrease in the Asian/Pacific Islander population between 2010 (17.3%) and 2013 (17.0%) and a decrease in the Black or African American population between 2010 (3.1%) and 2013 (2.9%). Employment Status In 2013, more than half of those living in the VHH service area (55.4%) are employed, a slightly lower rate than in Los Angeles County (57.8%). Similar rates of unemployment and nonparticipation in the labor force are also reported for the VHH service area (6.2% and 36.5%, respectively) and Los Angeles County (7.4% and 34.8%, respectively). Federal Poverty Level In 2013, a lower percentage of families in the VHH service area live below the poverty level (10.9%) when compared to Los Angeles County (13.5%), as do a smaller percentage of families with children(7.6%, compared to Los Angeles County's 10.7%). In the VHH service area, slightly more families (89.1%) live at or above the poverty level when compared to Los Angeles County (86.5%), but slightly fewer families with children (38.5%) live at or above the poverty level. Language Spoken in the Home In 2013, 41.1% of VHH service area residents speak English only, slightly fewer than the 42.9% of English only speakers in Los Angeles County. Over one quarter (26.6%) speak an Indo-European language, which includes Armenian, compared to 5.3% in Los Angeles County, and Spanish speakers make up 17.1% of the population much lower than the county's 39.7%. The percentage of people who speak an Asian language is slightly higher in the VHH service area (14.1%) than in Los Angeles County (10.9%). Education Of the population in the VHH service area,8.6% have less than a ninth grade education, which is much lower than in Los Angeles County (14.2%). The VHH service area has a higher percentage of residents who have achieved an associate degree (8.2%), a bachelor's degree (26%), or a master's degree or higher (14.4%) compared to Los Angeles County (6.7%, 19%, and 10.2%, respectively). |
| PART VI, LINE 5: | PROMOTION OF COMMUNITY HEALTH GRANTS, CASH CONTRIBUTIONS AND SPONSORSHIPS TO COMMUNITY NONPROFIT ORGANIZATIONS AND CHARITY EVENTS WERE MADE TO: -CLINICA OSCAR ROMERO -COMMUNITY PARTNER IDREAM FOR RACIAL DIVERSITY -GREAT MINDS IN STEM -HEALTHY PLATES/STATE OF THE NEIGHBORHOOD -UNION DE VECINOS -YMCA -WELLNESS CENTER AT THE HISTORIC GENERAL HOSPITAL -USC NEIGHBORHOOD OUTREACH (UNO) -PROYECTO PASTORAL WOMEN'S CONFERENCE -PROYECTO PASTORAL AT DOLORES MISSION -USC NORRIS COMPREHENSIVE CANCER CENTER -DORR INSTITUTE FOR ARTHRITIS: OPERATION WALK -PADRES CONTRA EL CANCER -ADDITIONAL SUPPORT AND IN-KIND DONATIONS TO COMMUNITY PARTNERS, INCLUDING CHARITY EVENTS AND EVENT SPONSORSHIPS COMMUNITY HEALTH IMPROVEMENT SERVICES: KECK HOSPITAL OF USC THE COMMUNITY WAS SERVED BY A NUMBER OF SUPPORT GROUPS THAT INCLUDED: -BARIATRIC SUPPORT GROUP - OPEN TO MEN AND WOMEN THAT ARE IN VARIOUS STAGES OF THE BARIATRIC SURGERY PROCESS: INDIVIDUALS THAT ARE CONSIDERING SURGERY, THOSE THAT ARE PREPARING FOR THE SURGERY AND THOSE THAT HAVE ALREADY HAD THE SURGERY. OUR MEETINGS FEATURE A SPEAKER, A RELEVANT TOPIC, OR WILL BE DEVOTED TO OPEN DISCUSSION. THIS GIVES AN EXCELLENT OPPORTUNITY FOR INDIVIDUALS WHO HAVE EITHER HAD THE SURGERY OR ARE CONSIDERING THE SURGERY TO ASK QUESTIONS, LEARN MORE FROM EACH OTHER'S EXPERIENCES AND HAVE A SAFE SPACE TO DISCUSS STRUGGLES/CONCERNS. -CAREGIVER SUPPORT GROUP - NEW THIS YEAR, THIS SUPPORT GROUP IS OPEN TO MEN AND WOMEN WHO ARE CARING FOR LOVED ONES. OUR MEETINGS FEATURE CURRENT TOPICS RELATED TO CAREGIVING FOR DISCUSSION. WE PROVIDE A SAFE HAVEN FOR SHARING FEELINGS IN A NONJUDGMENTAL ATMOSPHERE, EXPLORING COPING MECHANISMS AND SUPPORTING ONE ANOTHER. -LUNG TRANSPLANT SUPPORT GROUP - PROVIDES EDUCATION AND SUPPORT TO BOTH PRE AND POST LUNG TRANSPLANT RECIPIENTS AND THEIR FAMILIES. MEETINGS INCLUDE EDUCATIONAL TOPICS PERTINENT TO THE LUNG TRANSPLANT POPULATION. IN ADDITION, THIS GROUP ALLOWS TRANSPLANT RECIPIENTS AND THEIR FAMILIES THE ABILITY TO SHARE COMMON STRUGGLES AND COPING STRATEGIES PERTINENT TO THE LUNG TRANSPLANT POPULATION. -TRANSPLANT RECIPIENT AND CAREGIVER SUPPORT GROUP - THIS GROUP PROVIDES EDUCATION AND SUPPORT FOR THOSE AWAITING TRANSPLANT AND FOR THOSE WHO HAVE RECEIVED A TRANSPLANT. CAREGIVERS AND FAMILY MEMBERS ARE ENCOURAGED TO ATTEND. EDUCATIONAL SPEAKERS ARE OCCASIONALLY PRESENT, AND SUPPORTIVE INTERACTION IS OFFERED. ALL OF OUR SUPPORT GROUPS ARE OPEN TO THE PUBLIC, FREE OF CHARGE. THE HOSPITAL PROVIDED HEALTH EDUCATION INFORMATIONAL MATERIALS AND HOSTED EDUCATION SEMINARS AND WORKSHOPS ON A VARIETY OF TOPICS OPEN TO THE PUBLIC INCLUDING: -HEALTH MATTER SERIES - OVER 750 PERSONS ATTENDED MONTHLY PRESENTATIONS ON HEALTH-RELATED TOPICS THAT WERE PRESENTED TO COMMUNITY GROUPS FREE OF CHARGE. -USC WOMEN'S CONFERENCE - THE SIXTH ANNUAL USC WOMEN'S CONFERENCE ATTRACTED NEARLY 1,000 USC ALUMNI, PARENTS, STUDENTS, FACULTY AND STAFF. THE CONFERENCE PROVIDED HEALTH WORKSHOPS. -FITNESS AND NUTRITION EDUCATION WERE PROVIDED TO STUDENTS AND PARENTS AT EAST LOS ANGELES AREA SCHOOLS. -WORKING WITH LEGACY LA, THREE HEALTH EDUCATION PROGRAMS WERE PROVIDED FOR 60 BOYLE HEIGHTS RESIDENTS. TOPICS INCLUDED HEALTHY EATING WITH A COOKING DEMONSTRATION, EMERGENCY PREPAREDNESS, SMOKING CESSATION, AND REDUCTION IN ALCOHOL USE. -THE HOSPITAL PARTNERED WITH OTHER COMMUNITY ORGANIZATIONS TO PARTICIPATE IN THE BRIDGE TO HEALTH COMMUNITY HEALTH FAIR. -LOS ANGELES TIMES FESTIVAL OF BOOKS, ATTRACTING TENS OF THOUSANDS OF GUESTS FOR A WEEKEND OF SCREENINGS AND HEALTH-RELATED ACTIVITIES. ATTENDEES RECEIVED SCREENINGS FOR: BLOOD SUGAR, BMI, SKIN CANCER, BLOOD PRESSURE, ORAL HEALTH AND SLEEP RELATED DISORDERS. OVER 4,000 ATTENDEES PARTICIPATED IN HAND WASHING DEMONSTRATIONS TO LEARN TO DECREASE THE SPREAD OF DISEASE. ADDITIONALLY, KECK MEDICINE OF USC SUPPORTED OUTREACH AND EDUCATION ON INSURANCE ENROLLMENT THROUGH COVERED CALIFORNIA. -LA MARATHON - THE HOSPITALS AND DOCTORS OF USC PROVIDED MEDICAL SUPPORT AND SUPPLIES FOR THE RUNNERS IN THE LA MARATHON. USC NORRIS CANCER HOSPITAL SUPPORT GROUP SESSIONS WERE DEDICATED TO SERVING THOSE DEALING WITH BREAST CANCER, J-POUCH, COLORECTAL CANCER, AND A PROSTATE SUPPORT GROUP FOR SIGNIFICANT OTHERS. PRINTED EDUCATIONAL MATERIALS ON A VARIETY OF CANCER PREVENTION AND TREATMENT TOPICS WERE MADE AVAILABLE TO PATIENTS, FAMILIES, COMMUNITY GROUPS AND THE PUBLIC, FOR NO CHARGE. -BLADDER CANCER SUPPORT GROUP - FOR MALE AND FEMALE PATIENTS AND THEIR FAMILIES, WHO ARE PRE AND POST TREATMENT OF BLADDER CANCER. MEETINGS WILL FEATURE A SPEAKER ON A RELEVANT TOPIC, OR WILL BE DEVOTED TO OPEN DISCUSSION DURING WHICH MEMBERS CAN SHARE INFORMATION AND FEELINGS RELATED TO DIAGNOSIS AND TREATMENT. -CAREGIVER SUPPORT GROUP - NEW THIS YEAR, THIS SUPPORT GROUP IS OPEN TO MEN AND WOMEN WHO ARE CARING FOR LOVED ONES. OUR MEETINGS FEATURE CURRENT TOPICS RELATED TO CAREGIVING FOR DISCUSSION. WE PROVIDE A SAFE HAVEN FOR SHARING FEELINGS IN A NONJUDGMENTAL ATMOSPHERE, EXPLORING COPING MECHANISMS AND SUPPORTING ONE ANOTHER. -FOR MEN ONLY PROSTATE CANCER SUPPORT GROUP - IN ADDITION TO THE PROSTATE CANCER FORUM, WE OFFER A SUPPORT GROUP TO PROVIDE MEN WITH PROSTATE CANCER THE CHANCE TO SHARE COMMON CONCERNS AND FEELINGS IN A SMALLER, MORE INTIMATE SETTING. THE GROUP IS FACILITATED BY A LICENSED CLINICAL SOCIAL WORKER. -LOOK GOOD FEEL BETTER - THIS PROGRAM IS PRESENTED IN COOPERATION WITH THE AMERICAN CANCER SOCIETY, THE COSMETOLOGY ASSOCIATION, AND THE COSMETICS, TOILETRY AND FRAGRANCE ASSOCIATION FOUNDATION. IT IS DESIGNED TO ADDRESS THE SPECIAL CONCERNS OF WOMEN UNDERGOING OR WHO WILL UNDERGO CHEMOTHERAPY OR RADIATION THERAPY AND PROVIDES INFORMATION ON MAKE-UP, SKIN CARE, AND HAIR. -LUNG CANCER EDUCATION/SUPPORT GROUP - THIS PROGRAM IS OPEN TO INDIVIDUALS AND THEIR FAMILIES WHO ARE PRE AND POST TREATMENT FOR LUNG CANCER. MEETINGS FEATURE A SPEAKER ON A RELEVANT TOPIC, OR WILL BE DEVOTED TO OPEN DISCUSSION; A TIME WHERE MEMBERS CAN SHARE AND LISTEN TO INFORMATION AND FEELINGS RELATED TO DIAGNOSIS AND TREATMENT. ALL OF OUR SUPPORT GROUPS ARE OPEN TO THE PUBLIC, FREE OF CHARGE. -LOS ANGELES TIMES FESTIVAL OF BOOKS, ATTRACTING TENS OF THOUSANDS OF GUESTS FOR A WEEKEND OF SCREENINGS AND HEALTH-RELATED ACTIVITIES. ATTENDEES RECEIVED SCREENINGS FOR: BLOOD SUGAR, BMI, SKIN CANCER, BLOOD PRESSURE, ORAL HEALTH AND SLEEP RELATED DISORDERS. OVER 4,000 ATTENDEES PARTICIPATED IN HAND WASHING DEMONSTRATIONS TO LEARN TO DECREASE THE SPREAD OF DISEASE. ADDITIONALLY, KECK MEDICINE OF USC SUPPORTED OUTREACH AND EDUCATION ON INSURANCE ENROLLMENT THROUGH COVERED CALIFORNIA. -FESTIVAL OF LIFE - THE ANNUAL FESTIVAL OF LIFE CELEBRATION WAS HOSTED BY NORRIS CANCER HOSPITAL. THE FESTIVAL IS A CELEBRATION HELD FOR CANCER SURVIVORS AND THEIR FAMILIES AND IS OPEN TO THE PUBLIC. THE FESTIVAL INCLUDED INSPIRATIONAL SPEAKERS, TESTIMONIALS AND OTHER EVENTS AND HAD CLOSE TO 800 PARTICIPANTS. -LA MARATHON - THE HOSPITALS AND DOCTORS OF USC PROVIDED MEDICAL SUPPORT AND SUPPLIES FOR THE RUNNERS IN THE LA MARATHON. A MOBILE HOSPITAL EQUIPPED TO PERFORM EMERGENCY SURGERY WAS AVAILABLE AT THE FINISH LINE TO ENHANCE THE MEDICAL SERVICES PROVIDED. OVER 500 RUNNERS WERE TREATED, MOSTLY FOR MINOR ISSUES, AND THERE WERE 12 EMERGENCY MEDICAL SERVICE TRANSPORTS FROM THE RACE. HEALTH CARE SUPPORT SERVICES: -CANCERHELP IS A COMPUTER-BASED CANCER EDUCATION PROGRAM FROM THE NATIONAL CANCER INSTITUTE. THIS EDUCATION TOOL WAS MADE AVAILABLE TO PATIENTS, STAFF AND THE PUBLIC. -THE PATIENT EDUCATION AND COMMUNITY OUTREACH CENTER (PEOC) AND JENNIFER DIAMOND CANCER RESOURCE LIBRARY IS A STATE-OF-THE-ART FACILITY WITH PRINT AND ELECTRONIC CANCER EDUCATION AND RESOURCE MATERIALS DEVOTED TO PATIENTS, THEIR FAMILIES, AND COMMUNITY MEMBERS SEEKING INFORMATION ON CANCER. THE CENTER ALSO PROVIDES OUTREACH ACTIVITIES AND CONDUCTS INFORMATIONAL PROGRAMS RELEVANT TO THE COMMUNITIES IT SERVES. -THE IMAGE ENHANCEMENT CENTER ASSISTS WITH APPEARANCE AND BODY IMAGE ISSUES AS A RESULT OF CANCER TREATMENT. SERVICES ARE OPEN TO THE COMMUNITY AND INCLUDE MASTECTOMY PROSTHESIS FITTINGS. THE CENTER ENGAGES A FULL-TIME MASTECTOMY FITTER. - IN COLLABORATION WITH THE SCHOOLS OF PHARMACY, BIO-KINESIOLOGY AND PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND DENTISTRY, NORRIS CANCER HOSPITAL SUPPORTED THE HEALTH PAVILION AT THE 2013 LOS ANGELES TIMES FESTIVAL OF BOOKS, ATTRACTING TENS OF THOUSANDS OF GUESTS FOR A WEEKEND OF SCREENINGS AND HEALTH-RELATED ACTIVITIES. ATTENDEES RECEIVED DIABETES SCREENINGS, BLOOD PRESSURE READINGS, AND LEARNED ABOUT THE IMPORTANCE OF HAND HYGIENE. |
| -TAXI VOUCHERS WERE MADE AVAILABLE BY BOTH HOSPITALS TO PATIENTS AND | FAMILIES FOR WHOM ACCESSING TRANSPORTATION IS A BARRIER TO ACCESSING HEALTH CARE. -KECK MEDICINE OF USC PROVIDED ACCESS TO AN ELECTRONIC HEALTH LIBRARY AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE SITE PROVIDES INFORMATION ON HEALTH CONDITIONS, WELLNESS AND PREVENTION. VERDUGO HILLS HOSPITAL HEALTH EDUCATION: HEALTH TALK - UNDERSTANDING SPORTS INJURIES AND CONCUSSIONS - THIS FREE COMMUNITY LECTURE HIGHLIGHTED COMMON SPORTS INJURIES AND CONCUSSIONS. THE EDUCATIONAL EVENT FOCUSED ON THE LATEST TREATMENT OPTIONS FOR SPORTS-RELATED INJURIES AS WELL AS INJURY PREVENTION TECHNIQUES. IN ADDITION, THE LECTURE ADDRESSED CONCUSSION EXAMINATION METHODS AND DIAGNOSIS AS WELL AS INDICATIONS FOR EMERGENCY ROOM EVALUATION. MORE THAN 60 COMMUNITY MEMBERS ATTENDED THE LECTURE. HEALTH TALK - TIPS FOR A HEALTHY HEART - THIS FREE COMMUNITY LECTURE HIGHLIGHTED THE LATEST BLOOD PRESSURE AND CHOLESTEROL GUIDELINES. THE EDUCATIONAL EVENT FOCUSED ON OVERALL HEART HEALTH, INCLUDING NEW INNOVATIVE CARDIOVASULAR PROCEDURES AND WOMEN'S HEART ISSUES. MORE THAN 155 COMMUNITY MEMBERS ATTENDED THE LECTURE. BREASTFEEDING SUPPORT GROUP - AS PART OF THE HOSPITAL'S FAMILY EDUCATION PROGRAM, THIS SUPPORT GROUP OFFERED BREASTFEEDING ADVICE AND SUPPORT TO NEW MOTHERS. THE SUPPORT GROUP IS FACILITATED BY A LACTATION SPECIALIST. OPEN FREE TO THE PUBLIC, BABIES IN ARMS WELCOMED. A TOTAL OF 450 INDIVIDUALS HAVE BEEN SERVED. NEW MOTHERS FORUM SUPPORT GROUP - AS PART OF THE HOSPITAL'S FAMILY EDUCATION PROGRAM, WEEKLY DISCUSSION GROUPS OPEN TO THE PUBLIC ARE OFFERED TO HELP NEW MOTHERS EASE THROUGH THE ADJUSTMENTS OF MOTHERHOOD. THE SUPPORT GROUP IS FACILITATED BY A FAMILY EDUCATION PROGRAM INSTRUCTOR. A TOTAL OF 325 INDIVIDUALS HAVE BEEN SERVED. BEGINNINGS EARLY PREGNANCY CLASS - AS PART OF THE HOSPITAL'S FAMILY EDUCATION PROGRAM, THIS INTRODUCTORY CLASS ADDRESSES VARIOUS PREGNANCY-RELATED HEALTH TOPICS, INCLUDING NUTRITION, COMMON DISCOMFORTS OF PREGNANCY, RELAXATION TECHNIQUES AND BABY'S DEVELOPMENT IN THE WOMB. A TOUR OF BEGINNINGS FAMILY BIRTH CENTER IS INCLUDED. A TOTAL OF 534 COUPLES HAVE BEEN SERVED. THE CLASS AND TOUR ARE OPEN TO THE PUBLIC AND A DECISION TO DELIVER AT THE HOSPITAL IS NOT REQUIRED TO PARTICIPATE. BARIATRIC SUPPORT MEETING - AS PART OF THE HOSPITAL-BASED BARIATRIC PROGRAM, WE OFFER FREE MONTHLY SUPPORT MEETINGS, LED BY OUR BARIATRIC SURGEONS, TO HELP COMMUNITY MEMBERS LEARN ABOUT WAYS THEY CAN IMPROVE THE QUALITY OF LIFE THROUGH REACHING THEIR WEIGHT-LOSS GOAL, AND DECREASE HEALTH RISK FACTORS THAT LEAD TO OBESITY. THE SUPPORT GROUP INCLUDES A LIVE CHAT FOR OFF-SITE PARTICIPANTS. THIS PROGRAM HAS SERVED 67 INDIVIDUALS. STROKE PREVENTION SEMINAR - IN PARTNERSHIP WITH THE ROXANNA TODD HODGES STROKE FOUNDATION, THE HOSPITAL HOSTED A FREE COMMUNITY STROKE PREVENTION SEMINAR. THE SEMINAR INCLUDED EDUCATIONAL INFORMATION ON STROKE PREVENTION AND CHOLESTEROL GUIDELINES. FREE BLOOD PRESSURE SCREENINGS WERE ALSO OFFERED TO PARTICIPANTS. MORE THAN 80 INDIVIDUALS WERE SERVED. COMMUNITY HEALTH EDUCATION CENTER AND SUPPORT GROUPS - MORE THAN 16 SUPPORT GROUP PROGRAMS AND LOCAL ORGANIZATIONS ENCOMPASSING A VARIETY OF HEALTH-RELATED ISSUES MEET REGULARLY AT THE HOSPITAL. COMMUNITY OUTREACH: VERDUGO HILLS HOSPITAL WELLNESS CELEBRATION - THE HOSPITAL HELD A COMMUNITY-WIDE WELLNESS EVENT. COMMUNITY MEMBERS RECEIVED A NUMBER OF FREE HEALTH CHECK-UPS. CHOLESTEROL AND BONE DENSITY SCREENINGS WERE ADMINISTERED BY USC SCHOOL OF PHARMACY STUDENTS. BALANCE TESTING AND BLOOD PRESSURE SCREENINGS WERE PROVIDED BY THE HOSPITAL'S CLINICAL STAFF. CAR SEAT SAFETY, HANDS-ON CPR TRAINING AND INFECTION CONTROL METHODS WERE AMONG THE EDUCATIONAL ACTIVITIES OFFERED AT THE HEALTH EVENT. MORE THAN 700 COMMUNITY MEMBERS WERE SERVED. CASE MANAGERS BREAKFAST MEETING - MONTHLY CASE MANAGERS BREAKFAST MEETINGS ARE HELD AT THE HOSPITAL FEATURING GUEST SPEAKERS ON A VARIETY OF HEALTH TOPICS, INCLUDING MENTAL HEALTH AND WOUND CARE. THESE MEETINGS ARE OPEN TO ALL AREA HEALTH CARE PROFESSIONALS. A TOTAL OF 480 INDIVIDUALS HAVE BEEN SERVED. BOY SCOUTS YOUTH EXPO - IN PARTNERSHIP WITH THE USC EMERGENCY MEDICINE DEPARTMENT AND LAC+USC MEDICAL CENTER, THE HOSPITAL OFFERED HANDS-ON CPR TRAINING TO MEMBERS OF THE BOY SCOUTS AS WELL AS COMMUNITY MEMBERS. A TOTAL OF 300 INDIVIDUALS WERE SERVED. JET PROPULSION LABORATORY SAFETY FAIR - THE HOSPITAL PARTICIPATED IN JPL'S ANNUAL HEALTH/SAFETY EVENT AND DISTRIBUTED EDUCATIONAL INFORMATION ON EMERGENCY SERVICES, PHYSICAL THERAPY SERVICED, OBSTETRICAL SERVICES, STROKE AWARENESS AND PREVENTION AS WELL AS OTHER PROGRAMS. FREE BLOOD PRESSURE AND BALANCE SCREENINGS WERE OFFERED. MORE THAN 300 INDIVIDUALS WERE SERVED. GLENDALE UNIFIED SCHOOL DISTRICT - 2014 HEALTH AND LIFESTYLE EXHIBITION - THE HOSPITAL PARTICIPATED IN THE GLENDALE UNIFIED SCHOOL DISTRICT'S ANNUAL HEALTH FAIR. HEALTH CARE INFORMATION WAS PROVIDED DURING THIS EVENT. THIS EVENT SERVED A TOTAL OF 1,000 PEOPLE. FOOTHILLS COMMUNITY BUSINESS EXPO - THE HOSPITAL HOSTED THE ANNUAL TRI-CHAMBER FOOTHILLS COMMUNITY BUSINESS EXPO. THE EVENT OFFERED COMMUNITY MEMBERS HEALTH CARE EDUCATIONAL INFORMATION. MORE THAN 500 INDIVIDUALS AND 50 COMMUNITY BUSINESSES WERE SERVED. SMART-A-THON FUNDRAISER - THE HOSPITAL HOSTED THE ANNUAL COMMUNITY SMART-A-THON FUNDRAISER. MORE THAN 200 INDIVIDUALS WERE SERVED. ANNUAL SENIOR HEALTHY LIVING EXPO - THE HOSPITAL'S GEROPSYCHIATRIC TEAM PARTICIPATED IN THE YMCA OF THE FOOTHILLS' ANNUAL SENIOR HEALTHY LIVING EXPO, PROVIDING EDUCATIONAL INFORMATION ON SENIOR BEHAVIORAL HEALTH SERVICES. MORE THAN 250 SENIORS WERE SERVED. DONATIONS TO COMMUNITY ORGANIZATIONS - THE HOSPITAL OFFERED CASH DONATIONS TO COMMUNITY ORGANIZATIONS THAT SUPPORT COMMUNITY HEALTH AND COMMUNITY-BUILDING EFFORTS. COMMUNITY HEALTH SERVICES: TRANSPORTATION SERVICES - TAXI VOUCHERS WERE MADE AVAILABLE TO PATIENTS AND FAMILIES FOR WHOM TRANSPORTATION IS A BARRIER TO ACCESSING CARE. A TOTAL OF 1,147 PATIENTS WERE SERVED. SENIOR INFLUENZA IMMUNIZATION CLINIC - THE HOSPITAL OFFERED FREE FLU VACCINES TO SENIORS IN THE COMMUNITY (55 YEARS OF AGE OR OLDER). MORE THAN 250 VACCINES WERE ADMINISTERED. AMERICAN RED CROSS BLOOD DRIVE - THE HOSPITAL COORDINATED VARIOUS COMMUNITY BLOOD DRIVES AT THE HOSPITAL BY RECRUITING DONORS AND SCHEDULING APPOINTMENTS IN COLLABORATION WITH THE AMERICAN RED CROSS. BY SUPPORTING THE BLOOD DRIVE, PARTICIPANTS HELP RESIDENTS IN THE COMMUNITY WHEN THERE IS A NEED FOR BLOOD. A TOTAL OF 43 INDIVIDUALS DONATED BLOOD, 39 UNITS WERE COLLECTED, WHICH WILL HELP THE HEALTH AND LIVES OF UP TO 117 PATIENTS. PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM: The organization sponsors numerous outreach programs throughout the local community, including health fairs, free health screenings and flu shots, educational booths and speaker series that are free and open to the public. In addition, the physician faculty of the Keck School of Medicine provide health care services to indigent patients of the County of Los Angeles through a contractual relationship with the County. These patients are offered access to a wide variety of treatments through clinical trials that they normally would not access absent the relationship between the County and USC. |
| PART VI, LINE 7: | STATE FILING OF COMMUNITY BENEFIT REPORT: A COMMUNITY BENEFIT REPORT FOR EACH HOSPITAL IS FILED IN CALIFORNIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 24TH STREET THEATRE | |||||||
| 1117 WEST 24TH ST | LOS ANGELES | CA | 90007 | 954607337 | 501(C)(3) | $28,025 | GENERAL SUPPORT |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | $603,995 | GENERAL SUPPORT |
| COMMUNITY SERVICES UNLIMITED | |||||||
| 3655 S GRAND AVE | LOS ANGELES | CA | 90037 | 953218396 | 501(C)(3) | $26,159 | GENERAL SUPPORT |
| ECCLA | |||||||
| 2801 SOUTH HOOVER ST | LOS ANGELES | CA | 90089 | 954230350 | 501(C)(3) | $645,014 | GENERAL SUPPORT |
| HOOVER INTERGENERATIONAL CENTER | |||||||
| 3216 S HOOVER ST | LOS ANGELES | CA | 90007 | 953104017 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| KIDS IN SPORTS | |||||||
| 3980 BILL ROBERTSON LN | LOS ANGELES | CA | 90037 | 954460274 | 501(C)(3) | $36,100 | GENERAL SUPPORT |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | 953213958 | 501(C)(3) | $12,000 | GENERAL SUPPORT |
| REDEEMER COMMUNITY PARTNERSHIP | |||||||
| 1438 W JEFFERSON BLVD | LOS ANGELES | CA | 90018 | 912144336 | 501(C)(3) | $33,723 | GENERAL SUPPORT |
| BREED STREET SHUL | |||||||
| 247N BREED STREET | LOS ANGELES | CA | 90033 | 954828764 | 501(C)(3) | $19,280 | GENERAL SUPPORT |
| CA AFRICAN AMERICAN MUSEUM | |||||||
| 600 STATE DRIVE | LOS ANGELES | CA | 90037 | 954676760 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| LEGACY LA | |||||||
| 1350N SAN PABLO ST | LOS ANGELES | CA | 90033 | 010960970 | 501(C)(3) | $20,105 | GENERAL SUPPORT |
| LA COUNTY BICYCLE COALITION | |||||||
| 634 S SPRING STREET | LOS ANGELES | CA | 90014 | 954845170 | 501(C)(3) | $40,000 | GENERAL SUPPORT |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 350 S BIXEL STREET | LOS ANGELOS | CA | 90017 | 133408731 | 501(C)(3) | $9,200 | GENERAL SUPPORT |
| THE JESTER & PHARLEY FUND | |||||||
| PO BOX 817 | PALOS VERDES ESTATES | CA | 90204 | 954785834 | 501(C)(3) | $23,750 | GENERAL SUPPORT |
| UNITED UNIVERSITY CHURCH | |||||||
| 817 W 34TH STREET | LOS ANGELES | CA | 90089 | 953775859 | 501(C)(3) | $7,814 | GENERAL SUPPORT |
| USC CREDIT UNION | |||||||
| 3720S FLOWER STREET | LOS ANGELES | CA | 90089 | 954110181 | 501(C)(3) | $17,575 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 20623 | RecipientCnt |
| Cash Grant | $440,013,998 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 USC Neighborhood Outreach funds are distributed through a competitive grant making process. A grant review committee comprised of university faculty and staff volunteers review all grants and provide funding recommendations based on a set of criteria. All final grant award decisions are made by Civic Engagement. USC Neighborhood Outreach monitors the grant awards through an interim report six months into the project and a final, cumulative report at the end of the project. We conduct adhoc site visits to observe the program and review EDUCATION CONSORTIUM OF CENTRAL LA (ECCLA) accounting records. THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS ONE OF THE NATION'S LARGEST FINANCIAL AID PROGRAMS THROUGH ITS FINANCIAL AID OFFICE, AWARDING $440 MILLION IN AID TO OVER TWO-THIRDS OF OUR UNDERGRADUATE STUDENTS. WE WILL MEET THE FULL USC-DETERMINED FINANCIAL NEED OF ALL ADMITTED UNDERGRADUATE STUDENTS WHO MEET ALL FEDERAL, STATE AND UNIVERSITY ELIGIBILITY REQUIREMENTS AND DEADLINES. STUDENTS AND THEIR PARENTS ARE REQUIRED TO SUBMIT ALL APPLICATIONS AND SUPPORT DOCUMENTS, MEETING ALL DEADLINES, IN ORDER TO MAKE THEIR CLAIM FOR FINANCIAL ASSISTANCE AND TO BE CONSIDERED FOR FINANCIAL AID. PART II THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS SUB-AWARDS FOR RESEARCH TO OTHER ORGANIZATIONS IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT REPORT THESE SUB-AWARDS AS GRANTS ON FORM 990, SCHEDULE I SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY. PART III, COLUMN(C) THE CASH GRANT IS REFLECTED ON STUDENT ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | 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 | Bonus Related OrganizationsBonusRelatedOrganizationsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRYSOSTOMOS L NIKIAS | |||||||||||||
| PRESIDENT/Trustee | $1,047,563 | $0 | $0 | $246,928 | $520,477 | $0 | $127,967 | $0 | $1,942,935 | $0 | $0 | $0 | |
| ELIZABETH GARRETT | |||||||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | $659,182 | $0 | $100,000 | $122,435 | $75,500 | $0 | $10,961 | $0 | $968,078 | $0 | $0 | $0 | |
| ROBERT ABELES | |||||||||||||
| SR VP, FINANCE AND CFO | $559,123 | $0 | $90,000 | $54,615 | $25,500 | $0 | $16,475 | $0 | $745,713 | $0 | $0 | $0 | |
| ALBERT R CHECCIO | |||||||||||||
| SR VP, UNIVERSITY ADVANCEMENT | $480,195 | $0 | $100,000 | $172,952 | $25,500 | $0 | $7,409 | $0 | $786,056 | $0 | $0 | ||
| TODD R DICKEY | |||||||||||||
| SR VP, ADMINISTRATION | $490,668 | $0 | $100,000 | $74,908 | $25,500 | $0 | $8,949 | $0 | $700,025 | $0 | $0 | $0 | |
| THOMAS S SAYLES | |||||||||||||
| SR VP, UNIV relations | $330,163 | $0 | $100,000 | $57,899 | $25,500 | $0 | $2,826 | $0 | $516,388 | $0 | $0 | $0 | |
| CAROL MAUCH AMIR | |||||||||||||
| SECRETARY/GENERAL COUNSEL | $439,689 | $0 | $100,000 | $58,467 | $25,500 | $0 | $22,366 | $0 | $646,022 | $0 | $0 | $0 | |
| THOMAS E JACKIEWICZ | |||||||||||||
| SVP & CEO FOR USC HEALTH | $957,606 | $0 | $331,680 | $341,342 | $25,500 | $0 | $20,592 | $0 | $1,676,720 | $0 | $0 | $0 | |
| JAMES G ELLIS | |||||||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | $476,211 | $0 | $60,000 | $28,863 | $25,500 | $0 | $15,279 | $0 | $605,853 | $0 | $0 | $0 | |
| STEVE A KAY | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $453,220 | $0 | $77,000 | $58,705 | $25,500 | $0 | $7,898 | $0 | $622,323 | $0 | $0 | $0 | |
| LISA ANN MAZZOCCO | |||||||||||||
| Chief Investment Officer | $575,093 | $0 | $400,000 | $106,276 | $25,500 | $0 | $13,480 | $0 | $1,120,349 | $0 | $0 | $0 | |
| CARMEN A PULIAFITO MD | |||||||||||||
| DEAN-KECK SCHOOL OF MED | $787,113 | $0 | $127,000 | $292,869 | $25,500 | $0 | $20,030 | $0 | $1,252,512 | $0 | $0 | $0 | |
| YANNIS C YORTSOS | |||||||||||||
| DEAN-VITERBI SCHOOL OF ENG. | $347,072 | $0 | $53,000 | $15,586 | $25,500 | $0 | $67,200 | $0 | $508,358 | $0 | $0 | $0 | |
| MONTE LANE KIFFIN | |||||||||||||
| HEAD FTBALL COACH UNTIL 10/13 | $2,169,447 | $0 | $0 | $1,166,272 | $25,500 | $0 | $14,015 | $0 | $3,375,234 | $0 | $0 | $0 | |
| VAUGHN A STARNES MD | |||||||||||||
| KSOM-DIST. PROF. OF SURGERY | $2,471,807 | $0 | $0 | $240,401 | $25,500 | $0 | $21,130 | $0 | $2,758,838 | $0 | $0 | $0 | |
| PATRICK C HADEN | |||||||||||||
| Athletic Director | $1,332,005 | $0 | $900,000 | $231,167 | $25,500 | $0 | $21,227 | $0 | $2,509,899 | $0 | $0 | $0 | |
| INDERBIR SINGH GILL | |||||||||||||
| PROF & CHAIR - UROLOGY | $1,765,625 | $0 | $0 | $172,598 | $25,500 | $0 | $18,892 | $0 | $1,982,615 | $0 | $0 | $0 | |
| KEVIN O'NEILL | |||||||||||||
| FORMER HEAD BASKETBALL COACH | $61,368 | $0 | $100,000 | $1,438,864 | $12,500 | $0 | $1,009 | $0 | $1,613,741 | $0 | $0 | $0 | |
| STEVEN B SAMPLE | |||||||||||||
| FORMER PRESIDENT | $169,177 | $0 | $0 | $1,152,098 | $17,902 | $0 | $40,001 | $0 | $1,379,178 | $0 | $0 | $0 | |
| HOWARD A GILLMAN | |||||||||||||
| SEE SCHEDULE O FOR TITLE | $166,839 | $0 | $9,470 | $17,941 | $0 | $29,962 | $0 | $224,212 | $0 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A AND LINE 1B: | FIRST-CLASS TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA REQUIRES THAT ECONOMY-CLASS (COACH) TRAVEL BE UTILIZED FOR UNIVERSITY BUSINESS. FIRST AND BUSINESS CLASS AIR TRAVEL IS ONLY ALLOWED WHEN THERE IS ADVANCE WRITTEN APPROVAL FROM THE CORPORATION, WHEN IT IS NECESSARY FOR MEDICAL REASONS, OR WHERE COACH CLASS IS UNAVAILABLE. THERE IS NO VALUE INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO FLEW FIRST CLASS DURING CALENDAR YEAR 2013 INCLUDED 8 OFFICERS, 5 KEY EMPLOYEES, 5 HIGHEST COMPENSATED EMPLOYEES, AND 1 FORMER OFFICER. CHARTER TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES CHARTER TRAVEL ON OCCASION FOR ATHLETIC TEAM EVENTS FOR CERTAIN INDIVIDUALS AS PART OF THEIR RESPONSIBILITies AS EMPLOYEES OF THE UNIVERSITY OF SOUTHERN CALIFORNIA. THERE IS NO VALUE INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO UTILIZED CHARTER TRAVEL DURING CALENDAR YEAR 2013 INCLUDED 4 OFFICERS, 1 KEY EMPLOYEE AND 2 HIGHEST COMPENSATED EMPLOYEES. TRAVEL FOR COMPANIONS: THE UNIVERSITY OF SOUTHERN CALIFORNIA pays for COMPANION TRAVEL ONLY WHEN THERE IS A BUSINESS PURPOSE. THE AMOUNT IS NOT REPORTED ON THE EMPLOYEE's FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2013 INCLUDED 3 OFFICERS, 1 KEY EMPLOYEE, 3 HIGHEST COMPENSATED EMPLOYEES AND 1 FORMER OFFICER. TAX INDEMNIFICATION AND GROSS UP PAYMENTS: ONE OFFICER RECEIVED A TAX GROSS UP DURING CALENDAR YEAR 2013 OF $20,564 WHICH WAS REPORTED ON HIS FORM W-2 AS TAXABLE INCOME. HOUSING ALLOWANCE: ONE FORMER OFFICER, ONE CURRENT KEY EMPLOYEE, AND ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A HOUSING ALLOWANCE DURING CALENDAR YEAR 2013 WHICH WAS PROVIDED FOR IN THEIR EMPLOYMENT CONTRACTS AND WAS REPORTED AS TAXABLE COMPENSATION ON FORM W-2. RESIDENCE FOR PERSONAL USE: LODGING PROVIDED IN THE PRESIDENT'S HOME (A UNIVERSITY BUILDING) TO THE CURRENT PRESIDENT IS NOT REPORTED ON FORM W-2 AS TAXABLE INCOME AS THE PRESIDENT IS REQUIRED TO ACCEPT SUCH LODGING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RENTAL VALUE OF THE PORTION OF THE PRESIDENT'S HOME THAT IS USED FOR PERSONAL PURPOSES IS INCLUDED AS A NONTAXABLE BENEFIT TO THE PRESIDENT. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PAYMENT TO OR REIMBURSEMENT FOR AN INDIVIDUAL'S MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB FOR BUSINESS PURPOSES IS MADE AVAILABLE IN CERTAIN EMPLOYMENT CONTRACTS OR IS OTHERWISE APPROVED BY THE APPLICABLE SENIOR VICE PRESIDENT Or THE PRESIDENT. THE VALUE OF MEMBERSHIPS PROVIDED FOR BUSINESS PURPOSES IS NOT INCLUDED IN AN INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME. ANY PERSONAL USE OF THESE MEMBERSHIPS IS PAID FOR BY THE INDIVIDUAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB DURING CALENDAR YEAR 2013 INCLUDED 7 OFFICERS, 4 KEY EMPLOYEES, 1 HIGHEST COMPENSATED EMPLOYEE, AND 1 FORMER OFFICER. PERSONAL SERVICES: CERTAIN INDIVIDUALS RECEIVED PERSONAL SERVICES, INCLUDING FINANCIAL PLANNING. SUCH SERVICES ARE MADE AVAILABLE IN EMPLOYMENT CONTRACTS and the value of the services, IF USED, was included in the INDIVIDUALS' Form W-2 as taxable income. THE LISTED INDIVIDUALS WHO RECEIVED SUCH BENEFIT DURING CALENDAR YEAR 2013 INCLUDED 6 OFFICERS, 1 HIGHEST COMPENSATED EMPLOYEE, AND 1 FORMER OFFICER. ONE CURRENT OFFICER AND ONE FORMER OFFICER RECEIVED THE SERVICES OF A CAR AND DRIVER. SUCH SERVICES WERE APPROVED AS PART OF THEIR RESPECTIVE EMPLOYMENT CONTRACTS, AND THE VALUE OF TAXABLE SERVICES WERE INCLUDED IN THEIR RESPECTIVE FORM W-2S AS TAXABLE INCOME. SCHEDULE J, PART I, LINE 4A: IN CONNECTION WITH THE TERMS OF HIS SEPARATION FROM THE UNIVERSITY, MONTE LANE KIFFIN, HEAD FOOTBALL COACH UNTIL 10/13, WAS PAID $725,000 DURING CALENDAR YEAR 2013. IN CONNECTION WITH THE TERMS OF HIS SEPARATION FROM THE UNIVERSITY, KEVIN O'NEILL, HEAD BASKETBALL COACH UNTIL 1/14/13, WAS PAID $1,437,500 DURING CALENDAR YEAR 2013. |
| SCHEDULE J, PART I, LINE 4B: | STEVEN B. SAMPLE: DR. SAMPLE IS ENTITLED TO RECEIVE RETIREMENT BENEFITS UNDER A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"), PAYABLE IN THREE ANNUAL INSTALLMENTS. THE SERP BENEFIT WAS CALCULATED AS THE AMOUNT WHICH, WHEN ADDED TO BENEFITS AVAILABLE FROM OTHER UNIVERSITY RETIREMENT PLANS, IS PROJECTED TO GENERATE THE ACTUARIAL EQUIVALENT OF A PRE-TAX, LIFETIME PENSION EQUAL TO APPROXIMATELY 60% OF DR. SAMPLE'S FINAL THREE YEAR AVERAGE ANNUAL SALARY AS PRESIDENT, BASED ON VARIOUS ASSUMPTIONS AND PROJECTIONS, AND SUBJECT TO A RISK OF FORFEITURE RELATED TO THE PERFORMANCE OF FUTURE SERVICES. DR. SAMPLE, WHO STEPPED DOWN AS PRESIDENT ON AUGUST 2, 2010, RECEIVED HIS THIRD AND FINAL ANNUAL SERP INSTALLMENT IN THE AMOUNT OF $940,695 IN 2013. CHRYSOSTOMOS L. NIKIAS: DURING CALENDAR YEAR 2013, DR. CHRYSOSTOMOS L. NIKIAS PARTICIPATED IN TWO "DEFINED CONTRIBUTION" NON-QUALIFIED RETIREMENT PLANS, BOTH OF WHICH WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. UNDER THE FIRST PLAN, AN AMOUNT EQUAL TO 25% OF DR. NIKIAS' BASE SALARY WAS CREDITED BY THE UNIVERSITY. UNDER THE SECOND PLAN, AN AMOUNT EQUAL TO $200,000 WAS CREDITED BY THE UNIVERSITY. BOTH THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). ELIZABETH GARRETT: DURING CALENDAR YEAR 2013, THE PROVOST/SR VP OF ACADEMIC AFFAIRS PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT IN THE TOTAL AMOUNT OF $300,000 (ACCRUING AT $100,000 PER YEAR) WAS SCHEDULED TO VEST AND BE PAYABLE ON JUNE 30, 2016, AND AN ADDITIONAL PAYMENT IN THE TOTAL AMOUNT OF $200,000 (ACCRUING AT $100,000 PER YEAR) WAS SCHEDULED TO VEST AND BE PAYABLE ON JUNE 30, 2018, BOTH SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $50,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). LISA MAZZOCCO: THE CHIEF INVESTMENT OFFICER IS ELIGIBLE TO RECEIVE AN ANNUAL AWARD BASED ON A PERCENTAGE OF A PREDESIGNATED TARGET PERFORMANCE. FIFTY PERCENT OF EACH ANNUAL INCENTIVE AWARD IS DEFERRED AND PAID AT THE END OF A TWO-YEAR DEFERRAL PERIOD. THE PLAN IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. NO AMOUNTS HAVE BEEN INCLUDED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN (C) FOR CALENDAR YEAR 2013 AS THE FIRST PERFORMANCE/MEASUREMENT PERIOD UNDER THE PLAN WAS 2014. IN 1994 USC CREATED A 457(F) SUPPLEMENTAL RETIREMENT PLAN TO PROVIDE MAKE-UP BENEFITS TO EMPLOYEES WHOSE COMPENSATION EXCEEDS THE EARNINGS LIMITATION FOR CONTRIBUTIONS TO THE USC DEFINED CONTRIBUTION RETIREMENT PLAN. AS OF JANUARY 1, 2005, THE PLAN WAS FROZEN AND PARTICIPANTS, WITH RESPECT TO FUTURE MAKE-UP BENEFITS, WERE NO LONGER PERMITTED TO DEFER THESE BENEFITS, WHICH ARE INSTEAD CURRENTLY REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART I, LINE 7: CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A MERIT BASED BONUS AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SCHEDULE J, PART I, LINE 8: THE DEAN OF THE DORNSIFE COLLEGE OF LETTERS, ARTS, AND SCIENCES IS SERVING UNDER HIS INITIAL CONTRACT WITH THE UNIVERSITY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2003B | ||||||||
| A | 521705592 | 130175YS5 | 2003-07-08 | $13,957,853 | REFINANCING SERIES 1993 AND 1993B | false | false | false |
| CEFA - SERIES 2005 | ||||||||
| B | 521705592 | 130175700 | 2005-08-03 | $69,564,157 | REFINANCING SERIES 1997A AND 1997C | false | false | false |
| CEFA - SERIES 2007A | ||||||||
| C | 521705592 | 130178HC3 | 2007-05-24 | $266,125,246 | CONST. & REFIN. SERIES 2003A AND C | false | false | false |
| CEFA - SERIES 2009A | ||||||||
| D | 521705592 | 130178RW8 | 2009-01-15 | $216,627,251 | CONSTRUCTION & HOSPITAL ACQUISITIO | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,381,456 | $0 | $13,957,853 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,957,853 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $8,953,965 | $0 | $69,564,157 | $0 | $0 | $0 | $641,455 | $0 | $0 | $0 | $68,738,628 | $0 | false | Yes (true) | Yes (true) | Yes (true) | |
| C | $7,014,579 | $0 | $271,228,390 | $0 | $0 | $0 | $1,702,833 | $0 | $0 | $108,008,373 | $161,923,692 | $0 | false | Yes (true) | Yes (true) | Yes (true) | 2010 |
| D | $0 | $0 | $217,020,457 | $0 | $0 | $0 | $1,627,251 | $0 | $0 | $215,393,206 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2012 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0 | ||||||||||||
| C | 0.00250 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00010 | 0.00260 | false | false | false | Yes (true) |
| D | 0.00040 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00080 | 0.00120 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | Yes (true) | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS OF TOTAL PROCEEDS OF ISSUE ON LINE 3 INCLUDE INVESTMENT EARNINGS. SCHEDULE K, PART II, LINE 7 THE ISSUANCE COSTS FOR CEFA SERIES 2003B WERE PAID OUT OF UNIVERSITY FUNDS. SCHEDULE K, PART IV, LINE 2(C) CEFA-SERIES 2005 HAD A REBATE CALCULATION PERFORMED ON AUGUST 3, 2008. CEFA-SERIES 2007A HAD A REBATE CALCULATION PERFORMED ON MAY 24, 2014. CEFA-SERIES 2009A HAD A REBATE CALCULATION PERFORMED ON JANUARY 15, 2014. CEFA-SERIES 2009B HAD A REBATE CALCULATION PERFORMED ON MARCH 13, 2014. | 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 |
|---|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2009B | ||||||||
| A | 521705592 | 130178SC1 | 2009-02-25 | $201,288,071 | CONSTRUCTION & HOSPITAL ACQUISITIO | false | false | false |
| CEFA - SERIES 2009C | ||||||||
| B | 521705592 | 130178TF3 | 2009-07-09 | $91,457,316 | REFINANCING SERIES 1998A AND 1999 | false | false | false |
| CEFA - SERIES 2012A | ||||||||
| C | 521705592 | 130178R81 | 2012-08-29 | $52,904,681 | REFINANCING SERIES 2003A&C | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $595,705 | $0 | $201,596,059 | $0 | $0 | $0 | $1,288,071 | $0 | $0 | $200,307,988 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| B | $3,050,772 | $0 | $91,457,316 | $0 | $0 | $0 | $734,160 | $0 | $0 | $0 | $90,723,156 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $2,079,725 | $0 | $52,904,681 | $0 | $0 | $0 | $574,965 | $0 | $0 | $0 | $52,329,716 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00050 | 0.00050 | false | false | false | Yes (true) |
| B | 0 | |||||||||||
| C | false | false | false | Yes (true) | Yes (true) | 0.00330 | 0.00330 | false | false | false | Yes (true) |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (8 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Loan To OrganizationLoanToOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CARMEN PULIAFITO MD | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $800,000 | $663,028 | false | false | Yes (true) | |
| ALBERT CHECCIO | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $1,000,000 | $700,000 | false | Yes (true) | Yes (true) | |
| ALBERT CHECCIO | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $500,000 | $451,527 | false | Yes (true) | Yes (true) | |
| ELIZABETH GARRETT | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $150,000 | $30,000 | false | false | Yes (true) | |
| ELIZABETH GARRETT | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $350,000 | $313,946 | false | false | Yes (true) | |
| ANDRES MARMOR | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $150,000 | $30,000 | false | false | Yes (true) | |
| ANDRES MARMOR | ||||||||
| EMPLOYEE | HOUSING LOAN | Yes (X) | $350,000 | $313,946 | false | false | Yes (true) | |
| BW HUGHES LIVING TRU | ||||||||
| FORMER TRUSTEE | TRUSTEE LOAN | $25,000,000 | $24,992,780 | false | false | Yes (true) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $27,495,227 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (21 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHRISTOPHER B ALLEN | |||
| SON-IN-LAW OF TRUSTEE | $116,769 | USC EMPLOYEE | false |
| ADLEY CHAN | |||
| SON OF TRUSTEE | $39,901 | USC EMPLOYEE | false |
| COLIN CHECCIO | |||
| SON OF OFFICER | $44,000 | CONSULTING SERVICES | false |
| ADAM DUNCAN | |||
| SON-IN-LAW OF TRUSTEE | $255,397 | USC EMPLOYEE | false |
| ANDRES MARMOR | |||
| SPOUSE OF OFFICER | $393,856 | USC EMPLOYEE | false |
| ROBERT MARTIN | |||
| BROTHER OF TRUSTEE | $21,700 | USC EMPLOYEE | false |
| DIANA MEKEL | |||
| SISTER-IN-LAW OF OFFICER | $36,745 | USC EMPLOYEE | false |
| NIKI C NIKIAS | |||
| SPOUSE OF OFFICER | $131,988 | USC EMPLOYEE | false |
| SHAYNE PADGETT | |||
| DAUGHTER OF TRUSTEE | $83,457 | USC EMPLOYEE | false |
| JANET PINE | |||
| SPOUSE OF KEY EMPLOYEE | $193,687 | USC EMPLOYEE | false |
| AIG | |||
| TRUSTEE ON BOARD | $2,294,968 | INSURANCE | false |
| AMERICAN FUNDS SERVICE CO | |||
| KEY EMPLOYEE ON BOARD | $400,000 | INVESTMENTS | false |
| AMGEN CORPORATION | |||
| TRUSTEES ON BOARD | $166,082 | BIOTECH SERVICES | false |
| APPLE COMPUTER | |||
| TRUSTEE ON BOARD | $6,944,024 | EQUIPMENT & SOFTWARE | false |
| BANK OF AMERICA | |||
| TRUSTEE ON BOARD | $783,956 | BANKING FEES | false |
| CHEVRON | |||
| TRUSTEE ON BOARD | $2,887,451 | GRANTS & SPONSORSHIP | false |
| CHEVRON | |||
| TRUSTEE ON BOARD | $291,635 | FUEL | false |
| CISCO SYSTEMS INC | |||
| TRUSTEE ON BOARD | $447,622 | NETWORKING SERVICES | false |
| INTERIOR DEMOLITION | |||
| SON-IN-LAW OF OFF. IS VP | $314,587 | DEMOLITION WORK | false |
| NEWPORT CORPORATION | |||
| TRUSTEE ON BOARD | $176,776 | EQUIPMENT | false |
| WALT DISNEY COMPANY | |||
| TRUSTEE ON BOARD | $684,436 | ENTERTAINMENT | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $46,405 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 272 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,918,831 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH-LOW AVERAGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,230,037 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN(B) | THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED. |
| SCHEDULE M, PART I, LINE 32(A) | THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES BROKERAGE FIRMS TO SELL NON-CASH CONTRIBUTIONS THAT THE UNIVERSITY RECEIVES AS GIFTS AND THE PROCEEDS ARE REMITTED BACK TO THE UNIVERSITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, PART I, LINE 1 and Part III, Line 1 | The central mission of the University of Southern California is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. The principal means by which our mission is accomplished are teaching, research, artistic creation, professional practice and selected forms of public service. Our first priority as faculty and staff is the education of our students, from freshmen to postdoctorals, through a broad array of academic, professional, extracurricular and athletic programs of the first rank. The integration of liberal and professional learning is one of USC's special strengths. We strive constantly for excellence in teaching knowledge and skills to our students, while at the same time helping them to acquire wisdom and insight, love of truth and beauty, moral discernment, understanding of self, and respect and appreciation for others. Research of the highest quality by our faculty and students is fundamental to our mission. USC is one of a very small number of premier academic institutions in which research and teaching are inextricably intertwined, and on which the nation depends for a steady stream of new knowledge, art and technology. Our faculty are not simply teachers of the works of others, but active contributors to what is taught, thought and practiced throughout the world. USC is pluralistic, welcoming outstanding men and women of every race, creed and background. We are a global institution in a global center, attracting more international students over the years than any other American university. And we are private, unfettered by political control, strongly committed to academic freedom, and proud of our entrepreneurial heritage. An extraordinary closeness and willingness to help one another are evident among USC students, alumni, faculty, and staff; indeed, for those within its compass the Trojan Family is a genuinely supportive community. Alumni, trustees, volunteers and friends of USC are essential to this family tradition, providing generous financial support, participating in university governance, and assisting students at every turn. In our surrounding neighborhoods and around the globe, USC provides public leadership and public service in such diverse fields as health care, economic development, social welfare, scientific research, public policy and the arts. We also serve the public interest by being the largest private employer in the city of Los Angeles, as well as the city's largest export industry in the private sector. USC has played a major role in the development of Southern California for more than a century, and plays an increasingly important role in the development of the nation and the world. We expect to continue to play these roles for many centuries to come. Thus our planning, commitments and fiscal policies are directed toward building quality and excellence in the long term. |
| FORM 990, PART I, LINE 6 | THE UNIVERSITY OF SOUTHERN CALIFORNIA HAS MANY VOLUNTEERS INCLUDING TRUSTEES, BUT DOES NOT FORMALLY TRACK THIS POPULATION. |
| FORM 990, PART III, LINE 4D | OTHER PROGRAM SERVICES SPONSORED RESEARCH: THE MAJOR RESEARCH IS IN MEDICINE, ENGINEERING AND THE SCIENCES. THE INSTITUTION HAS 771 CONTRACTS/GRANTS AWARDED BY THE FEDERAL GOVERNMENT AND 757 AWARDED IN 2013-2014 BY PRIVATE CORPORATIONS, FOUNDATIONS, OTHER UNIVERSITIES, OR STATE AND LOCAL GOVERNMENTS FOR BASIC RESEARCH. FORM 990, PART VI, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS CHAIRED BY THE CHAIRMAN OF THE BOARD AND CONSISTS OF NO LESS THAN SEVEN AND NO MORE THAN SIXTEEN VOTING MEMBERS OF THE BOARD. THE COMMITTEE IS ELECTED EACH YEAR BY THE BOARD OF TRUSTEES. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE HAS ALL OF THE POWER AND AUTHORITY OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE IS NOT EMPOWERED TO: (I) FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (II) FIX THE COMPENSATION OF THE BOARD MEMBERS FOR THEIR SERVICE AS MEMBERS OF THE BOARD OR ANY COMMITTEE; (III) AMEND OR REPEAL THE UNIVERSITY'S BYLAWS OR ADOPT NEW BYLAWS; (IV) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE SO AMENDED OR REPEALED; (V) APPOINT COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF; (VI) AUTHORIZE THE EXPENDITURE OF CORPORATE FUNDS TO SUPPORT A NOMINEE FOR BOARD MEMBERSHIP AFTER THERE ARE MORE PEOPLE NOMINATED FOR BOARD MEMBERSHIP THAN CAN BE ELECTED; OR (VII) APPROVE ANY SELF-DEALING TRANSACTION EXCEPT AS PROVIDED BY LAW. |
| FORM 990, PART VI, LINE 2 | OFFICERS, TRUSTEES AND KEY EMPLOYEES SIT ON THE BOARD OF THE FOLLOWING: MAY DEWRIGHT TRUST: ROBERT ABELES CARMEN A. PULIAFITO, MD JOHN MORK USC Trustee John Mork and USC Trustee Jerry Neely HAVE A BUSINESS RELATIONSHIP. USC Trustee THOMAS BARRACK AND USC Trustee FRANK J. FERTITTA III HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE WILLIAM E.B. SIART AND USC SR VP, FINANCE & CFO ROBERT ABELES HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE ROBERT BRADWAY AND USC TRUSTEE RONALD SUGAR HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 4 THE UNIVERSITY BYLAWS WERE AMENDED TO INCLUDE THE FOLLOWING OFFICER POSITION: SENIOR VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER, USC HEALTH. |
| Form 990, Part VI, Line 11(B) | The University of Southern California's Form 990 is reviewed at several levels. The University engages an external public accounting firm to assist in the preparation and review of its Form 990 and who signs as paid preparer. Among those who conduct the review of the final Form 990 at the University include MANAGEMENT, external counsel and the AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. The review of Form 990 is conducted prior to it being filed and A FINAL COPY OF THE FORM 990 IS provided to each member of the governing board before it is filed. |
| FORM 990, PART VI, LINE 12 | THE UNIVERSITY MAINTAINS A CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES POLICY AND PROCEDURE WHICH COVERS ALL COVERED EMPLOYEES AND THEIR CLOSE RELATIONS. A "COVERED EMPLOYEE" MEANS ALL FACULTY MEMBERS (INCLUDING PART-TIME AND VISITING FACULTY), STAFF AND OTHER EMPLOYEES (SUCH AS POSTDOCTORAL SCHOLARS), AND STUDENTS (INCLUDING POSTDOCTORAL FELLOWS AND GRADUATE STUDENTS) EMPLOYED OR OTHERWISE ENGAGED BY THE UNIVERSITY. THIS POLICY CONTINUES TO APPLY TO COVERED EMPLOYEES WHILE ON SABBATICAL OR OTHER LEAVES OR ON VACATION, WHILE VISITING OTHER INSTITUTIONS, AND WHILE CONSULTING WITH EXTERNAL ENTITIES. A "CLOSE RELATION" MEANS SPOUSES, DOMESTIC PARTNERS, AND PARENTS, CHILDREN, SIBLINGS AND EACH OF THEIR RESPECTIVE SPOUSES OR DOMESTIC PARTNERS. EACH COVERED EMPLOYEE OWES PROFESSIONAL LOYALTY TO THE UNIVERSITY AND WILL BE ALERT TO THE POSSIBILITY THAT OUTSIDE OBLIGATIONS, FINANCIAL INTERESTS, EMPLOYMENT, AND CERTAIN FAMILY OR INTIMATE RELATIONSHIPS CAN AFFECT THAT COMMITMENT. THEREFORE, ALL COVERED EMPLOYEES ARE RESPONSIBLE FOR DETERMINING WHETHER THEY, OR THEIR CLOSE RELATIONS, HAVE A CONFLICT OF INTEREST OR COMMITMENT (AS SUCH TERMS ARE DEFINED BELOW) COVERED BY THIS POLICY. BECAUSE NO POLICY CAN ANTICIPATE THE FULL RANGE OF OUTSIDE RELATIONSHIPS AND ACTIVITIES THAT MAY GIVE RISE TO CONFLICTS OF INTEREST OR COMMITMENT, COVERED EMPLOYEES MUST DISCLOSE ANY OUTSIDE RELATIONSHIP OR ACTIVITY THAT MAY GIVE THE APPEARANCE OF A CONFLICT AS SOON AS FEASIBLE AFTER DISCOVERY OF THE CONFLICT. THE UNIVERSITY MUST DETERMINE WHETHER A CONFLICT OF INTEREST AND/OR COMMITMENT IS MANAGEABLE BEFORE A COVERED EMPLOYEE MAY UNDERTAKE THE ACTIVITY GIVING RISE TO THE CONFLICT. THE COVERED EMPLOYEE MUST COMPLY WITH ALL MEASURES PUT IN PLACE TO MANAGE, REDUCE, OR ELIMINATE CONFLICTS OF INTEREST. THIS INCLUDES ANY REQUIREMENT THAT THE COVERED EMPLOYEE PROVIDE A FOLLOW-UP DISCLOSURE AT A REASONABLE TIME INTERVAL AFTER HIS OR HER INITIAL DISCLOSURE TO PROVIDE AN UPDATE ON THE STATUS OF THE CONFLICT OF INTEREST OR COMMITMENT, AND THE COVERED EMPLOYEE'S COMPLIANCE WITH THE MEASURES PUT IN PLACE TO MANAGE IT. ALL DISCLOSURES AS WELL AS DECISIONS ON HOW TO MANAGE THE CONFLICT SHOULD BE DOCUMENTED AND MAINTAINED BY THE PERSON OR COMMITTEE TO WHOM DISCLOSURE IS MADE, AS PROVIDED FOR IN THIS POLICY. THIS POLICY DOES NOT PRECLUDE THE SENIOR VICE PRESIDENT, PROVOST OR DEAN, AS APPROPRIATE, FROM REQUIRING A COVERED EMPLOYEE TO PROVIDE ADDITIONAL CONFLICT OF INTEREST OR COMMITMENT INFORMATION OR TO DO SO ON A MORE FREQUENT BASIS (E.G., BI-ANNUALLY). IF A COVERED EMPLOYEE HAS ANY QUESTIONS ABOUT WHETHER AN OUTSIDE ACTIVITY MUST BE DISCLOSED, THE COVERED EMPLOYEE SHOULD CONSULT WITH HIS OR HER SUPERVISOR, OR CONTACT THE OFFICE OF COMPLIANCE FOR GUIDANCE. SUPERVISORS WHO BECOME AWARE THAT COVERED EMPLOYEES UNDER THEIR SUPERVISION HAVE CONFLICTS OF INTEREST OR COMMITMENT COVERED BY THIS POLICY ARE OBLIGATED TO ENSURE THAT THE CONFLICT IS APPROPRIATELY DISCLOSED. IN ADDITION TO THE PROCEDURE SET FORTH IN THE UNIVERSITY'S CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES POLICY AND PROCEDURE, PURCHASING SERVICES ALSO MAY IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR COMMITMENT IN THE COURSE OF PERFORMING THEIR DUTIES. IN THE EVENT THAT PURCHASING SERVICES IDENTIFIES A SITUATION THAT IS OR APPEARS TO BE A CONFLICT OF INTEREST OR COMMITMENT, THEY ARE REQUIRED TO REQUEST THAT A DISCLOSURE BE MADE UNDER THIS POLICY AND WILL COORDINATE WITH THE RELEVANT DEPARTMENT, UNIT OR SCHOOL TO ADDRESS AND MANAGE THE CONFLICT. DEPENDING UPON THE POTENTIAL MAGNITUDE OF THE ISSUE, PURCHASING SERVICES ALSO MAY REFER THE ISSUE TO THE SENIOR VICE PRESIDENT FOR ADMINISTRATION OR HIS OR HER DESIGNEE, FOR RESOLUTION. PURCHASING SERVICES MAY SUSPEND ANY FURTHER ACTION ON THE REQUEST THAT INITIATED THE DISCLOSURE UNTIL SUCH TIME AS THE CONFLICT IS MANAGED. IN ADDITION TO THE PROCEDURES SET FORTH ABOVE, A UNIVERSITY FACULTY MEMBER OR NON-FACULTY EMPLOYEE IS REQUIRED TO OBTAIN THE PRIOR WRITTEN APPROVAL FROM THE PROVOST AND SENIOR VICE PRESIDENT FOR ACADEMIC AFFAIRS OR SENIOR VICE PRESIDENT FOR ADMINISTRATION BEFORE HE OR SHE MAY ENDORSE OR AUTHORIZE ENDORSEMENT OF ANY PRODUCT OR SERVICE ON BEHALF OF THE UNIVERSITY. ASSISTANCE IN MANAGING POTENTIAL CONFLICTS OF INTEREST FOR NON-FACULTY EMPLOYEES IS AVAILABLE FROM THE MANAGER OF PERSONNEL SERVICES, POLICIES AND PROCEDURES ON THE UNIVERSITY PARK CAMPUS; OR, FOR NON-FACULTY EMPLOYEES ON THE HEALTH SCIENCES CAMPUS, THE DIRECTOR OF PERSONNEL SERVICES. FOR FACULTY, ASSISTANCE IS AVAILABLE FROM THE VICE PROVOST FOR FACULTY AFFAIRS. THE OFFICE OF THE GENERAL COUNSEL OR THE OFFICE OF COMPLIANCE ALSO MAY BE CONSULTED FOR ASSISTANCE. FAILURE TO DISCLOSE AND MANAGE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST UNDER THIS POLICY, INCLUDING THE EXPECTATIONS DETAILED ABOVE ABOUT WHAT AN INDIVIDUAL SHOULD OR SHOULD NOT DO, MAY BE CAUSE FOR DISCIPLINARY ACTION, WHICH MAY RESULT IN TERMINATION. FOR FACULTY, SUCH ACTION SHALL OBSERVE ALL PROVISIONS OF THE POLICIES PUBLISHED IN THE FACULTY HANDBOOK. ANY DISCIPLINARY ACTION AGAINST A FACULTY MEMBER OR NON-FACULTY EMPLOYEE UNDER THIS POLICY MUST TAKE INTO ACCOUNT THE SCALE OF THE OFFENSE, THE INDIVIDUAL'S INTENT, AND THE DEGREE OF WRONGDOING. THE UNIVERSITY MAINTAINS A CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE BOARD OF TRUSTEES. IN GENERAL, THE POLICY REQUIRES THAT A TRUSTEE MUST AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN OR ADVANTAGE, OR TO OBTAIN A FAVORED STATUS FOR ANY SPECIAL GROUP, BUSINESS OR FAMILY ENTITY WITH WHICH THE TRUSTEE IS AFFILIATED. THE POLICY APPLIES TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES. A TRUSTEE WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER LEAVING THE BOARD. IF A TRUSTEE BECOMES AWARE OF A FINANCIAL INTEREST THAT MAY BE MATERIAL, HE OR SHE IS REQUIRED TO IMMEDIATELY DISCLOSE THAT FINANCIAL INTEREST TO THE CHAIRMAN OF THE BOARD. SUCH DISCLOSURE IS IN ADDITION TO THE REQUIRED ANNUAL DISCLOSURES. - AFTER CONDUCTING A REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, WHICH SHOULD INCLUDE AN ANALYSIS OF COMPARABLE ARRANGEMENTS OR TRANSACTIONS OR THE RECEIPT OF AN OPINION FROM AN EXPERT IN THE RELEVANT FIELD, THE BOARD SHOULD DETERMINE IN GOOD FAITH WHETHER USC COULD OBTAIN A MORE ADVANTAGEOUS FINANCIAL ARRANGEMENT OR TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. - IN ADDITION, THE BOARD SHOULD DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS, WITH KNOWLEDGE OF THE MATERIAL FACTS CONCERNING THE FINANCIAL ARRANGEMENT OR TRANSACTION AND THE TRUSTEE'S FINANCIAL INTEREST IN THE ARRANGEMENT OR TRANSACTION, WHETHER THE ARRANGEMENT OR TRANSACTION IS IN USC'S BEST INTEREST, FOR ITS OWN BENEFIT AND IS FAIR AND REASONABLE TO USC. THE BOARD SHOULD MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE ARRANGEMENT OR TRANSACTION IN CONFORMITY WITH SUCH DETERMINATION. - SHOULD THE BOARD APPROVE THE FINANCIAL ARRANGEMENT OR TRANSACTION IN QUESTION, THE TRUSTEE WHO HAS A CONFLICT OF INTEREST WILL BE REQUIRED TO ACT IN GOOD FAITH AND WITH FAIRNESS, AND TO REFRAIN FROM EXERTING UNDUE PRESSURE OR INFLUENCE. IN THE BOARD'S DISCRETION, IT MAY ALSO REQUIRE SUCH TRUSTEE TO BE SUBJECT TO THE OVERSIGHT OF A DISINTERESTED TRUSTEE. THIS POLICY HAS BEEN APPROVED BY THE BOARD. |
| FORM 990, PART VI, LINE 15 | THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT, OFFICERS AND KEY EMPLOYEES IS DETERMINED ANNUALLY USING THE SAFE HARBOR PROCESS DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6. NAMELY, A COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES TAKES THE FOLLOWING THREE STEPS: (1) IT ENSURES THAT NO MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING REVIEWED, (2) IT LOOKS TO COMPARABILITY DATA AND SPECIALIZED COMPENSATION REPORTS (AND IN SOME CASES OPINIONS) PREPARED FOR THE UNIVERSITY BY COMPENSATION CONSULTANTS WITH RESPECT TO SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED UNIVERSITIES, AND (3) IT MAINTAINS A CONTEMPORANEOUS RECORD OF ITS DELIBERATIONS AND DECISIONS. |
| FORM 990, PART VI, LINE 19 | THE UNIVERSITY MAKES ITS BYLAWS, FINANCIAL STATEMENTS/ANNUAL REPORT, CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES, AND CONFLICT OF INTEREST IN RESEARCH POLICIES AVAILABLE TO THE GENERAL PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII THE TITLE FOR THOMAS E. JACKIEWICZ IS: SENIOR VICE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR USC HEALTH. EFFECTIVE 3/30/14, THIS POSITION IS NOW THAT OF AN OFFICER. THE TITLE FOR STEVE A. KAY IS: DEAN OF THE DORNSIFE COLLEGE OF LETTERS, ARTS, AND SCIENCES FROM 10/01/12. THE TITLE FOR HOWARD A. GILLMAN IS: FORMER DEAN OF THE DORNSIFE COLLEGE OF LETTERS, ARTS, AND SCIENCES UNTIL 6/30/12 AND PROFESSOR FROM 7/01/12 UNTIL 6/16/13. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS PRESENT VALUE ADJUSTMENT TO TRUST LIABILITY ($6,837,438) -------------- ($6,837,438) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| USC GATEWAY LLC | |||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 90089 | 202108058 | PROPERTY MGMT | CA | $0 | $117,870 | NA |
| USC VERDUGO HILLS HOSPITAL LLC | |||||||||
| UNIVERSITY GARDENS - UGB205 | LOS ANGELES | CA | 900898006 | 800912056 | ACUTE CARE | CA | $72,571,445 | $46,114,000 | NA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AE MANN INSTIT FOR BIOMEDICAL ENGINEER | ||||||||||
| c/o USC UGB203 | LOS ANGELES | CA | 90089 | 954684347 | BIOMEDICAL | DE | 501(C)(3) | 11A | NA | false |
| ICT PRODUCTIONS INC | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 954843260 | EDUC. MEDIA | CA | 501(C)(3) | 11A | USC | Yes (true) |
| LORD FOUNDATION OF CALIFORNIA | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 953168340 | USC SUPPORT | CA | 501(C)(3) | 11A | USC | Yes (true) |
| DAVID X MARKS FOUNDATION | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 956034304 | USC SUPPORT | CA | 501(C)(3) | 11A | USC | Yes (true) |
| USC CARE MEDICAL GROUP INC | ||||||||||
| 1510 SAN PABLO ST SUITE 649 | LOS ANGELES | CA | 90033 | 954540991 | MANAGED CARE | CA | 501(C)(3) | 9 | USC | Yes (true) |
| HEALTH RESEARCH ASSOCINC- UNTIL 62514 | ||||||||||
| 1640 MARENGO STREET 7TH FL | LOS ANGELES | CA | 90089 | 951683862 | MED. RESEARCH | CA | 501(C)(3) | 4 | USC | Yes (true) |
| SURVIVORS OF SHOAH VISUAL HISTORY FDN | ||||||||||
| C/O USC 650 W 35TH ST | LOS ANGELES | CA | 90089 | 954474965 | EDUC. MEDIA | CA | 501(C)(3) | 7 | USC | Yes (true) |
| MANN DIVERSIFIED CHARITABLE FUND INC | ||||||||||
| 355 S GRAND AVE SUITE 1710 | LOS ANGELES | CA | 90071 | 954871035 | USC SUPPORT | DE | 501(C)(3) | 11A | NA | false |
| PACIFIC-12 CONFERENCE | ||||||||||
| 1350 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941459048 | USC SUPPORT | CA | 501(C)(3) | 11A | NA | false |
| CLASSICAL PUBLIC RADIO NETWORK LLC | ||||||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 80112 | 841474681 | EDUC. MEDIA | CO | 501(C)(3) | 11A | USC | Yes (true) |
| THE ASC TRUST AT USC | ||||||||||
| C/O R FOX 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | 776216147 | USC SUPPORT | PA | 501(C)(3) | 11D | NA | false |
| INTEGRATED FACULTY PRACTICE PLANS INC | ||||||||||
| UGB 205 | LOS ANGELES | CA | 90089 | 161677495 | FPP | CA | 501(C)(3) | 9 | USC | Yes (true) |
| USC VERDUGO HILLS HOSPITAL FOUNDATION | ||||||||||
| 1812 VERDUGO BLVD | GLENDALE | CA | 91208 | 953247823 | USC SUPPORT | CA | 501(C)(3) | 11A | USC | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAY ROBERTS DEWRIGHT TRUST | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 956284845 | USC SUPPORT | CA | NA | T | $820,681 | $8,169,595 | 1.00000 | Yes (true) |
| INTEGRATED DIGITAL ASSET CORPORATION | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 954680904 | 3RD PARTY CON | CA | NA | C | $0 | $500 | 1.00000 | Yes (true) |
| CHARITABLE REMAINDER TRUST (265) | ||||||||||||
| FUNDRAISING | NA | T | Yes (true) | |||||||||
| POOLED INCOME FUND (2) | ||||||||||||
| FUNDRAISING | CA | NA | T | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ICT PRODUCTIONS INC | ||
| R | $75,000 | FMV |
| LORD FOUNDATION OF CALIFORNIA | ||
| S | $1,042,294 | FMV |
| LORD FOUNDATION OF CALIFORNIA | ||
| C | $1,850,000 | FMV |
| USC CARE MEDICAL GROUP INC | ||
| Q | $222,011,913 | FMV |
| MAY ROBERTS DEWRIGHT TRUST | ||
| S | $678,119 | FMV |
| MAY ROBERTS DEWRIGHT TRUST | ||
| C | $676,885 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| R | $6,897,077 | FMV |
| DAVID X MARKS FOUNDATION | ||
| C | $1,275,000 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 4, COLUMN (C) | FormAndLineReferenceDesc |
| Explanation | THE LEGAL DOMICILES OF THE CHARITABLE REMAINDER TRUSTS INCLUDE: CA, CO, FL, HI, IL, IN, NV, NY, NC, AND PA. | ExplanationTxt |