UNIVERSITY OF SAN FRANCISCO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN FRANCISCO (EIN 94-1156628)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-10
- IRS object ID
- 201401009349301105
- Schema version
- 2012v2.0
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-10T17:34:44-07:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W SANTA CLARA ST | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156628 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN FRANCISCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4154226522 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles E Cross | Name |
| Title | VP - Bus & Fin | Title |
| Date Signed | 2014-04-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sharon Zorbach | Name |
| PTIN | P00125475 | PTIN |
| Phone | 4087044000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Fr Privett SJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 Fulton Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 437662680 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.usfca.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1930 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Our mission is to promote learning in the Jesuit Catholic tradition. The University offers undergraduate, graduate and professional students the knowledge and skills needed to succeed, and the values and sensitivity necessary to be men and women for others. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 48 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5614 | TotalNbrEmployees |
| Total Nbr Volunteers | 184 | TotalNbrVolunteers |
| Total Gross UBI | 1343675 | TotalGrossUBI |
| Contributions Grants Prior Year | 34795121 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23673353 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 348253530 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 373000144 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7428284 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14563928 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -95754 | OtherRevenuePriorYear |
| Other Revenue Current Year | -268375 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 390381181 | TotalRevenuePriorYear |
| Total Revenue Current Year | 410969050 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 73945014 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 71889812 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 177977672 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 192592893 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7903866 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 101995971 | OtherExpensePriorYear |
| Other Expenses Current Year | 110637943 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 353918657 | TotalExpensesPriorYear |
| Total Expenses Current Year | 375120648 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 36462524 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 35848402 | RevenuesLessExpensesCY |
| Total Assets BOY | 797809390 | TotalAssetsBOY |
| Total Assets EOY | 864325619 | TotalAssetsEOY |
| Total Liabilities BOY | 291983996 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 287236202 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 505825394 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 577089417 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF SAN FRANCISCO IS A PRIVATE JESUIT UNIVERSITY THAT PROVIDES HIGHER EDUCATION WITH A GLOBAL PERSPECTIVE TO EDUCATE LEADERS WHO WILL FASHION A MORE HUMANE AND JUST WORLD. THE UNIVERSITY PROVIDES HOUSING AND OTHER AUXILIARY SERVICES FOR ITS STUDENTS; THESE SERVICES ARE DIRECTLY RELATED TO THE EXEMPT PURPOSE OF the University. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 147163700 | Expense |
| Revenue | 333613019 | Revenue |
| Description | EDUCATION: THE UNIVERSITY PROVIDES ACADEMIC PROGRAMS, ASSOCIATED RESEARCH, AND SERVICES DEDICATED TO SCHOLARSHIP AND THE JESUIT CATHOLIC TRADITION TO approximately 11,405 STUDENTS and 2,896 FACULTY AND STAFF MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 146080914 | Expense |
| Grants | 71889812 | Grants |
| Revenue | 3398817 | Revenue |
| Description | STUDENT SERVICES AND LIBRARIES: INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' EMOTIONAL AND PHYSICAL WELL BEING AND TO HIS/HER INTELLECTUAL, CULTURAL, SOCIAL DEVELOPMENT, AND INTERCOLLEGIATE ATHLETIC PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 33164472 | Expense |
| Revenue | 35988125 | Revenue |
| Description | AUXILIARY SERVICES: INCLUDEs EXPENDITURES FOR THE SELF SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATION OF RESIDENCE HALLS, DINING SERVICES, and STUDENT HEALTH Services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2797946 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 183 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 329207032 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 418 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5614 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | OC | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 48 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Charles Cross VP - Bus Fin | NamePerson |
| Telephone Number | 4154226522 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON ST | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (69 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Fr Privett SJ | ||||||||||
| President | 40.00 | 0.00 | X | X | 0 | 0 | 0 | |||
| Mr Yepez | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr White | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Wall Hanson | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Visbal | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Troxel | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Dr Tempero | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Sundborg SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Stoeger SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Siebert SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Salquist | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Rose | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Read | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Ravizza SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Prietto SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Porter | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Pitto | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Pasha III | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Pabst SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Ortiz Morfit | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr O'Callaghan SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Noonan | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Nicolai | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Moynahan SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Monroe | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr McNicholas | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms McKeever Donahue | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms McGrath | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr McGarry SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Malveaux | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Maier | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr LaBrie SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Koeplin SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Kochis | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Jarrett Skaff | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Hamill | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Hamel | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Ms Guilbault | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Doll | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Conway | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Chiuchiarelli | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Chisholm SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Dr Butler | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Blaine | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Barry | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Fr Arceo SJ | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Agger | ||||||||||
| Board Member | 5.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Mr Smith | ||||||||||
| Vice Chairman | 5.00 | 0.00 | X | X | 0 | 0 | 0 | |||
| Mr Malloy | ||||||||||
| Chairman | 5.00 | 0.00 | X | X | 0 | 0 | 0 | |||
| Mr Wilch | ||||||||||
| VP Development | 40.00 | 0.00 | X | 144397 | 0 | 33132 | ||||
| Dr Turpin | ||||||||||
| Provost & VP | 40.00 | 0.00 | X | 299943 | 0 | 55594 | ||||
| Dr Nel | ||||||||||
| VP Int Relation | 40.00 | 0.00 | X | 492883 | 0 | 50048 | ||||
| Mr Macmillan | ||||||||||
| VP Comm & Mktg | 40.00 | 0.00 | X | 248936 | 0 | 53463 | ||||
| Mr Gallagher | ||||||||||
| VP Info Tech | 40.00 | 0.00 | X | 220298 | 0 | 44714 | ||||
| Ms Davis | ||||||||||
| General Counsel | 40.00 | 0.00 | X | 318792 | 0 | 67951 | ||||
| Mr Cross | ||||||||||
| VP Bus & Fin | 40.00 | 0.00 | X | 335070 | 0 | 59488 | ||||
| Dr Webber | ||||||||||
| Dean, School of Management | 40.00 | 0.00 | 209093 | 0 | 37789 | X | ||||
| Mr London | ||||||||||
| Assistant VP, Facilities | 40.00 | 0.00 | 266532 | 0 | 54843 | X | ||||
| Dr Karaman | ||||||||||
| Vice Provost, Budget | 40.00 | 0.00 | 188380 | 0 | 47847 | X | ||||
| Dr Johnson | ||||||||||
| Vice Provost, Academic | 40.00 | 0.00 | 190805 | 0 | 38102 | X | ||||
| Dr Camperi | ||||||||||
| Dean, Arts & Sciences | 40.00 | 0.00 | 197882 | 0 | 64392 | X | ||||
| Mr Brand | ||||||||||
| Dean, Law School | 40.00 | 0.00 | 309307 | 0 | 56777 | X | ||||
| Mr Micon | ||||||||||
| Assoc Dean, Law | 40.00 | 0.00 | 262791 | 0 | 39740 | X | ||||
| Ms Nice | ||||||||||
| Professor, Law | 40.00 | 0.00 | 269102 | 0 | 38159 | X | ||||
| Mr Shatz | ||||||||||
| Professor, Law | 40.00 | 0.00 | 256840 | 0 | 57973 | X | ||||
| Mr Walters | ||||||||||
| Basketball Coach | 40.00 | 0.00 | 575585 | 0 | 66653 | X | ||||
| Dr Wiser | ||||||||||
| Former Provost & VP | 40.00 | 0.00 | 132466 | 0 | 40779 | X | ||||
| Mr Duffy | ||||||||||
| Former Dean, School of Management | 40.00 | 0.00 | 225404 | 0 | 38648 | X | ||||
| Mr Atterbury | ||||||||||
| Former Interim VP Dev. | 40.00 | 0.00 | 166003 | 0 | 43497 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5310509 | TotalReportableCompFromOrg |
| Total Other Compensation | 989589 | TotalOtherCompensation |
| Number Individuals GT100 K | 406 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Turner Const Co | |||||
| 343 Sansome St Ste 500 | San Francisco | CA | 94104 | Construction | 9208562 |
| Hub Strategy & Comm Inc | |||||
| PO Box 29407 | San Francisco | CA | 94129 | Advertising | 1354461 |
| Cahill Contractors Inc | |||||
| 425 California St | San Francisco | CA | 94104 | Construction | 20134812 |
| Bluewater Env Svcs Inc | |||||
| 2075 Williams St | San Leandro | CA | 94577 | Environmental Svcs | 1270585 |
| Able Building Maintenance Co | |||||
| 868 Folsom St | San Francisco | CA | 94107 | Building Maintenance | 5271416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 42 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Fundraising Events | 761148 | FundraisingEvents |
| Government Grants | 4097512 | GovernmentGrants |
| All Other Contributions | 18814693 | AllOtherContributions |
| Noncash Contributions | 166018 | NoncashContributions |
| Total Contributions | 23673353 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION AND FEES | 611600 | 332811285 | 332811285 | ||
| HOUSING AND AUXILIARY | 611600 | 38534996 | 38534996 | ||
| Fitness Center Dues | 713940 | 1653863 | 1404591 | $249,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 373000144 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4587081 | TotalRevenueColumn |
| Unrelated Business Revenue | -60916 | UnrelatedBusinessRevenue |
| Exclusion | $4,647,997 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39067 | TotalRevenueColumn |
| Exclusion | $39,067 | ExclusionAmount |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31765446 | Securities |
| Other | 4280256 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25141683 | Securities |
| Other | 927172 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6623763 | Securities |
| Other | 3353084 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9976847 | TotalRevenueColumn |
| Exclusion | $9,976,847 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 248633 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 761148 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 598579 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -349946 | TotalRevenueColumn |
| Exclusion | -$349,946 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 68700 | GrossIncomeGaming |
| Gaming Direct Expenses | 26196 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42504 | TotalRevenueColumn |
| Exclusion | $42,504 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 410969050 | TotalRevenueColumn |
| Related Or Exempt Function Income | 371346281 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1343675 | UnrelatedBusinessRevenue |
| Exclusion | $14,605,741 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71889812 | Total |
| Program Services | 71889812 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3720369 | Total |
| Program Services | 1280993 | ProgramServices |
| Management And General | 2136978 | ManagementAndGeneral |
| Fundraising | 302398 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646796 | Total |
| Program Services | 437296 | ProgramServices |
| Management And General | 209500 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121165604 | Total |
| Program Services | 101548535 | ProgramServices |
| Management And General | 16561629 | ManagementAndGeneral |
| Fundraising | 3055440 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12419584 | Total |
| Program Services | 11246940 | ProgramServices |
| Management And General | 698870 | ManagementAndGeneral |
| Fundraising | 473774 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45137899 | Total |
| Program Services | 40876027 | ProgramServices |
| Management And General | 2539982 | ManagementAndGeneral |
| Fundraising | 1721890 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9502641 | Total |
| Program Services | 8605412 | ProgramServices |
| Management And General | 534729 | ManagementAndGeneral |
| Fundraising | 362500 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061671 | Total |
| Program Services | 141050 | ProgramServices |
| Management And General | 920621 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840271 | Total |
| Program Services | 41638 | ProgramServices |
| Management And General | 798633 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584503 | Total |
| Program Services | 61763 | ProgramServices |
| Management And General | 522740 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308301 | Total |
| Management And General | 308301 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12731414 | Total |
| Program Services | 9499735 | ProgramServices |
| Management And General | 2347391 | ManagementAndGeneral |
| Fundraising | 884288 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2730817 | Total |
| Program Services | 2256419 | ProgramServices |
| Management And General | 422491 | ManagementAndGeneral |
| Fundraising | 51907 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8347884 | Total |
| Program Services | 6444849 | ProgramServices |
| Management And General | 1465140 | ManagementAndGeneral |
| Fundraising | 437895 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2397535 | Total |
| Program Services | 721691 | ProgramServices |
| Management And General | 1669512 | ManagementAndGeneral |
| Fundraising | 6332 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18215665 | Total |
| Program Services | 17841113 | ProgramServices |
| Management And General | 362652 | ManagementAndGeneral |
| Fundraising | 11900 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10446661 | Total |
| Program Services | 9338258 | ProgramServices |
| Management And General | 750065 | ManagementAndGeneral |
| Fundraising | 358338 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1243423 | Total |
| Program Services | 858045 | ProgramServices |
| Management And General | 351647 | ManagementAndGeneral |
| Fundraising | 33731 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8697549 | Total |
| Program Services | 7118818 | ProgramServices |
| Management And General | 1578731 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18602995 | Total |
| Program Services | 16473753 | ProgramServices |
| Management And General | 2129242 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5467539 | Total |
| Program Services | 4420164 | ProgramServices |
| Management And General | 1047375 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Vehicle Expense | 262416 | 202339 | 59393 | 684 |
| HONORARIA & AWARDS | 463066 | 406510 | 46513 | 10043 |
| SUBCRIPTION & DUES | 1595604 | 955147 | 547615 | 92842 |
| GENERAL EXPENSES | 16640629 | 16540725 | 99904 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375120648 | Total |
| Program Services | 329207032 | ProgramServices |
| Management And General | 38009750 | ManagementAndGeneral |
| Fundraising | 7903866 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104404939 | BOY |
| EOY | 105770234 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28475239 | BOY |
| EOY | 25366941 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6700792 | BOY |
| EOY | 9916720 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 663000 | BOY |
| EOY | 723000 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18465797 | BOY |
| EOY | 19319058 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8803840 | BOY |
| EOY | 8930964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 614213954 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 168584521 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408015133 | BOY |
| EOY | 445629433 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116331663 | BOY |
| EOY | 132571350 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105948987 | BOY |
| EOY | 116097919 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 797809390 | BOY |
| EOY | 864325619 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41365007 | BOY |
| EOY | 44310503 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29512864 | BOY |
| EOY | 31740139 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159005384 | BOY |
| EOY | 155111572 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27500000 | BOY |
| EOY | 26000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34600741 | BOY |
| EOY | 30073988 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291983996 | BOY |
| EOY | 287236202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303897396 | BOY |
| EOY | 359510610 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78458075 | BOY |
| EOY | 85257409 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123469923 | BOY |
| EOY | 132321398 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505825394 | BOY |
| EOY | 577089417 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 797809390 | BOY |
| EOY | 864325619 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 35848402 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 35415621 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1926142 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 198436000 | BeginningOfYearBalance |
| Contributions | 10119000 | Contributions |
| Investment Earnings Or Losses | 33910000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4175896 | GrantsOrScholarships |
| Other Expenditures | 3220104 | OtherExpenditures |
| End Of Year Balance | 235069000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 211260000 | BeginningOfYearBalance |
| Contributions | 3016000 | Contributions |
| Investment Earnings Or Losses | -7100000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4483299 | GrantsOrScholarships |
| Other Expenditures | 3202701 | OtherExpenditures |
| Administrative Expenses | 1054000 | AdministrativeExpenses |
| End Of Year Balance | 198436000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180183000 | BeginningOfYearBalance |
| Contributions | 2868000 | Contributions |
| Investment Earnings Or Losses | 35593000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3713612 | GrantsOrScholarships |
| Other Expenditures | 2664388 | OtherExpenditures |
| Administrative Expenses | 1006000 | AdministrativeExpenses |
| End Of Year Balance | 211260000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 155711000 | BeginningOfYearBalance |
| Contributions | 11456000 | Contributions |
| Investment Earnings Or Losses | 18726000 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5710000 | AdministrativeExpenses |
| End Of Year Balance | 180183000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 202833000 | BeginningOfYearBalance |
| Contributions | 3445000 | Contributions |
| Investment Earnings Or Losses | -42138000 | InvestmentEarningsOrLosses |
| Other Expenditures | 8429000 | OtherExpenditures |
| End Of Year Balance | 155711000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.28000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 17955820 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 31606199 | OtherCostOrOtherBasis |
| Book Value | 49562019 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 433530791 | OtherCostOrOtherBasis |
| Depreciation | 120582939 | Depreciation |
| Book Value | 312947852 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 131121144 | OtherCostOrOtherBasis |
| Depreciation | 48001582 | Depreciation |
| Book Value | 83119562 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 445629433 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Rounding | 1 |
| Investments | 116097918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 116097919 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER SPLIT INTEREST AGRmt | $1,922,091 |
| INTEREST RATE SWAP AGREEMENTS | $15,537,172 |
| FEDERAL STUDENT LOANS REFUNDABLE | $10,896,014 |
| ASSET RETIREMENT OBLIGATIONS | $1,718,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30073988 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 375692000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 35415621 | NetUnrealizedGainsInvestments |
| Other Revenues | 520 | OtherRevenues |
| Revenue Not Rptd F990 | 35416141 | RevenueNotRptdF990 |
| Revenue Subtotal | 340275859 | RevenueSubtotal |
| Other Revenues Not Included | 70693191 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 70693191 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 410969050 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 304428000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 543 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 543 | ExpensesNotRptdF990 |
| Expenses Subtotal | 304427457 | ExpensesSubtotal |
| Other Expenses Not Included | 70693191 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 70693191 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 375120648 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Fundraising Direct Expenses $-598579 Raffle Direct Expenses $-26196 Financial aid to students $71317966 |
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Rounding $543 |
| Part XI, Line 4b | Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Fundraising Direct Expenses $-598579 Raffle Direct Expenses $-26196 Financial aid to students $71317966 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Rounding $520 |
| Part X | Part X : FIN48 Footnote | The University does not maintain any uncertain tax positions; accordingly, the University's audited financial statements did not include a footnote for ASC 740 (formerly FIN 48). |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The endowment fund is used to provide a relatively predictable, stable and consistent investment return sufficient to fund a variety of operational needs, including scholarships and fellowships, faculty chairs, academic programs, libraries, other endowment programs, and general operations. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The University of San Francisco maintains and services a collection of rare books which are made available to the university community, its affiliates, academic scholars and the general public. The rare book collection is used to enhance teaching, support research, and provide public service. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | THE UNIVERSITY OF SAN FRANCISCO PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH PRINT AND BROADCAST MEDIA TO THE GENERAL PUBLIC BOTH ON AND OFF CAMPUS THROUGHOUT THE YEAR. This policy is also made available on the University's website at www.usfca.edu and in the University's general catalog. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Cent. America & Caribbean | 0 | 0 | Investments | 9994747 | |
| East Asia & the Pacific | 3 | 57 | Program Services | 2780021 | Instruction; Recruit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 3 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 57 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 57 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 12774768 | SubtotalAmountSpent |
| Total Amount Spent | 12774768 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | The accounting method used is the Accrual method of accounting. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CA Prz Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 446290 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 402455 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43835 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 10000 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1522 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 53168 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 53334 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1625 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 113431 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Centennial Gala | NameOfEvent2 |
| Gross Receipts Event2 | 337942 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 229342 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 108600 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 83650 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 93793 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 24440 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 13136 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 225549 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 129351 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 96198 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 8149 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 35043 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 45287 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 6154 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 55847 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1009781 | GrossReceiptsTotal |
| Charitable Contributions Total | 761148 | CharitableContributionsTotal |
| Gross Revenue Total Events | 248633 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 10000 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 9671 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 171861 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 192414 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 32219 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 182414 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 598579 | DirectExpenseSummaryEvents |
| Net Income Summary | -349946 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 68700 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 23496 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 2700 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.94000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 68700 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 23496 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 2700 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 26196 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 42504 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | false | Licensed |
| Explanation If No | The University has been advised by legal counsel it is exempt from registration with respect to its gaming activity under Cal. Pen. Code Sec. 320.5(h)(8). | ExplanationIfNo |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| USF Financial Aid | 4525 | 63530377 |
| Pell Grants | 1709 | 6847627 |
| FSEOG Program | 200 | 450300 |
| Federal Work-Study Program | 609 | 1061508 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | THE UNIVERSITY OF SAN FRANCISCO OFFERS STUDENT FINANCIAL AID IN THE FORM OF SCHOLARSHIPS, GRANTS, LOANS, AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID IS PROVIDED BY:THE UNIVERSITY OF SAN FRANCISCO;FEDERAL AND STATE GOVERNMENTS;SOCIAL, FRATERNAL, PROFESSIONAL, AND COMMUNITY ORGANIZATIONS;EMPLOYERS, BOTH PRESENT AND PROSPECTIVE; andFRIENDS AND GRADUATES OF THE UNIVERSITY OF SAN FRANCISCO.GRANTS AND SCHOLARSHIPS CAN BE USED TO PAY FOR TUITION AND FEES, ROOM AND BOARD, TRANSPORTATION AND PERSONAL EXPENSES; Grants and Scholarships are AWARDED TO STUDENTS WHO DEMONSTRATE ELIGIBILITY BY SUBMITTING A Federal FINANCIAL AID APPLICATION, COMPETE IN INTERCOLLEGIATE ATHLETICS, ARE ACADEMICALLY Eligible, or ARE READY TO COMMIT THEIR TIME AND SKILLS AFTER GRADUATION TO THE U.S. ARMED FORCES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|
| Ms Nice | ||||||
| Professor, Law | 268691 | 411 | 22266 | 15893 | 307261 | |
| Ms Davis | ||||||
| General Counsel | 298849 | 4943 | 27798 | 40153 | 386743 | 15000 |
| Mr Wilch | ||||||
| VP Development | 132367 | 12030 | 14248 | 18884 | 177529 | |
| Mr Walters | ||||||
| Basketball Coach | 360240 | 187845 | 27798 | 38855 | 642238 | 27500 |
| Mr Shatz | ||||||
| Professor, Law | 254339 | 2501 | 27798 | 30175 | 314813 | |
| Mr Micon | ||||||
| Assoc Dean, Law | 255416 | 7375 | 27798 | 11942 | 302531 | |
| Mr Macmillan | ||||||
| VP Comm & Mktg | 224799 | 9137 | 25455 | 28008 | 302399 | 15000 |
| Mr London | ||||||
| Assistant VP, Facilities | 260129 | 6403 | 27222 | 27621 | 321375 | |
| Mr Gallagher | ||||||
| VP Info Tech | 219993 | 305 | 25084 | 19630 | 265012 | |
| Mr Duffy | ||||||
| Former Dean, School of Management | 223994 | 1410 | 25127 | 13521 | 264052 | |
| Mr Cross | ||||||
| VP Bus & Fin | 331330 | 3740 | 27798 | 31690 | 394558 | |
| Mr Brand | ||||||
| Dean, Law School | 305536 | 3771 | 27798 | 28979 | 366084 | |
| Mr Atterbury | ||||||
| Former Interim VP Dev. | 165499 | 504 | 15308 | 28189 | 209500 | |
| Dr Wiser | ||||||
| Former Provost & VP | 131155 | 1311 | 14034 | 26745 | 173245 | |
| Dr Webber | ||||||
| Dean, School of Management | 208454 | 639 | 20213 | 17576 | 246882 | |
| Dr Turpin | ||||||
| Provost & VP | 293246 | 6697 | 27798 | 27796 | 355537 | |
| Dr Nel | ||||||
| VP Int Relation | 301134 | 191749 | 23856 | 26192 | 542931 | |
| Dr Karaman | ||||||
| Vice Provost, Budget | 188119 | 261 | 21396 | 26451 | 236227 | |
| Dr Johnson | ||||||
| Vice Provost, Academic | 189695 | 1110 | 20993 | 17109 | 228907 | |
| Dr Camperi | ||||||
| Dean, Arts & Sciences | 197723 | 159 | 23088 | 41304 | 262274 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part III, Additional Information | Part III, Additional Information | Schedule J, Part I, First Class Travel:Absent prior approval by the University President, the University's written Travel and Entertainment Policy does not permit first class travel for business trips. The VP for International Relations received approval from the University President to fly first class for international business trips; no other trustee, officer, director, key employee, or highest compensated employee incurred first class travel expenses which were paid for by the University.Schedule J, Part I, Tax Gross-Up Payments:The VP for International Relations is on assignment in a foreign country on behalf of the University. Pursuant to a tax equalization agreement, this individual is responsible for his tax liability as if he had remained working in the U.S. Any additional taxes resulting from his foreign assignment are being paid by the University and grossed-up. This amount was reported as taxable income on the individual's Form W-2 and is included on Schedule J, Part II, Column B(iii).Schedule J, Part I, Tax Gross-Up Payments:The University previously loaned $100,000 to the Men's Basketball Coach to satisfy a termination obligation owed to his former employer. In accordance with the individual's written employment agreement with the University, the $100,000 loan was forgiven at the end of his fourth contract year, and the additional taxes resulting from the loan forgiveness were paid by the University and grossed-up. The arrangement resulted in a one-time increase in the individual's taxable compensation of $177,920 (comprised of $100,000 of loan forgiveness and $77,920 of taxes and a gross-up). This amount was reported as taxable income on the individual's Form W-2 and is included on Schedule J, Part II, Column B(iii).Schedule J, Part I, Housing Allowance:A housing allowance is being provided to the VP for International Relations in connection with his assignment in a foreign country on behalf of the University in order to account for a higher cost of living in the foreign country. This amount was reported as taxable income on the individual's Form W-2 and is included on Schedule J, Part II, Column B(iii).Schedule J, Part I, Personal Services:A car and driver was provided to the VP for International Relations in connection with his assignment in a foreign country on behalf of the University. The value of the occasional personal use of the car and driver was reported as taxable income on the individual's Form W-2 and is included on Schedule J, Part II, Column B(iii).Schedule J, Part IIThe VP for Development was hired by the University on June 1, 2012. As a result, the compensation listed reflects only a partial year of service. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CA Educ Fac Auth | ||||||||
| C | 521705592 | 130178YZ3 | 2011-02-16 | 80100322 | Cur rfnd of bonds & cap exp | false | false | false |
| CA Educ Fac Auth | ||||||||
| B | 946001347 | 1301757W6 | 2005-08-18 | 27500000 | Capital Expenditures | false | false | false |
| CA Educ Fac Auth | ||||||||
| A | 946001347 | 130175A85 | 2003-05-28 | 40000000 | Capital expenditures | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Credit EnhancementCreditEnhancement |
|---|---|---|---|---|---|---|---|---|
| C | 80100322 | 820962 | 5000000 | true | false | false | true | |
| B | 27500000 | 318770 | 26904386 | false | true | true | true | 111844 |
| A | 40000000 | 571075 | 29838379 | true | false | true | true | 76727 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Engage Bond Counsel ResearchEngageBondCounselResearch |
|---|---|---|---|---|---|---|
| C | false | false | false | false | true | |
| B | false | false | false | false | true | |
| A | false | false | false | false | true | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| C | false | false | false | false | true | ||||||
| B of A | |||||||||||
| B | false | true | true | false | false | 30.1000 | false | false | AIG | 2.0000 | true |
| B of A | |||||||||||
| A | false | true | false | false | true | 29.4000 | false | false | |||
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| C | true |
| B | true |
| A | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part VI | ReturnReference |
| Explanation | The issue price of the bonds issued on August 18, 2005 differs from the issue price provided on Form 8038, since the series and bonds were refunded by the February 16, 2011 bond issue. SCHEDULE K, PART IV, LINE 1 - DISCLOSURE: The University has determined that none of the bond issues shown in Lines A, B, C of Part I (Columns and A, B, C of this Part IV) has generated an arbitrage rebate liability, for which a Form 8038-T would otherwise be required to be filed. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| James Wiser | |||||||
| Employee | Mortgage | X | $153,000 | 153000 | false | true | true |
| Rex Walters | |||||||
| Employee | Mortgage | X | $510,000 | 510000 | false | true | true |
| Julie Nice | |||||||
| Employee | Note | X | $60,000 | 60000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 723000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DCM | |||
| See Part V | 235117 | Investment Services | false |
| Dennis Miller | |||
| See Part V | 96079 | Employment | false |
| Robert Elias | |||
| See Part V | 161730 | Employment | false |
| Anna Cross | |||
| See Part V | 49345 | Employment | false |
| Alexandra Amati-Camperi | |||
| See Part V | 139093 | Employment | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE L, PART IV, Column (b) - DISCLOSURE:(1) Alexandra Amati-Camperi - Family member of key employee(2) Anna Cross - Family member of officer(3) Robert Elias - Family member of officer(4) Dennis Miller - Family member of officer(5) DCM - A member of the Board of Trustees is a General Partner of DCM, an investment management company with which the University maintains investments. All decisions to invest were made in accordance with the University's Conflict of Interest Policy, which includes the following procedures: (1) the conflicting interest is fully disclosed to the Board of Trustees; (2) the interested person responds to factual questions related to the substance of the transaction or arrangement being considered, after which he shall leave the meeting; (3) the person with the conflict of interest is excluded from the discussion and approval of any proposed transaction; (4) alternatives to the proposed transaction are investigated, competitive bids or comparable valuations are obtained; (5) any conflicting issues arising during the course of a Board of Trustees' meeting which cannot be resolved are referred to the Executive Committee of the Board of Trustees; and (6) the transaction or action must be approved by a majority of disinterested persons. | Explanation |
Schedule M IRS990ScheduleM
Art Fractional Interest ArtFractionalInterest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 153668 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VIII, Line 3 - Statement of Revenue | The University was allocated an aggregate $60,916 unrelated trade or business loss from various investment partnerships. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | While applicable federal tax laws do not mandate that the university's governing documents, conflict of interest policy and financial statements be made available for public inspection, the university voluntarily makes each of the foregoing available on its website www.usfca.edu and upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Compensation Committee of the Board of Trustees is responsible for all matters of executive compensation. The Compensation Committee is comprised solely of independent trustees, none of whom have a conflict of interest with respect to the compensation arrangement; the Compensation Committee is accountable for setting reasonable compensation packages for officers and key employees (including the University President). The Compensation Committee develops, consistent with the University's vision, mission, and values, the annual performance goals and criteria to be used in determining merit increases and variable compensation criteria for officers and key employees. The Compensation Committee (in coordination with the University's Human Resources Department) also reviews comparable compensation and benefits information to analyze and provide benchmarking data for the total compensation and benefits packages of officers and key employees. Appropriate comparability data is obtained from independent experts, including total economic benefits paid by similarly situated organizations (both taxable and tax-exempt) for similar job responsibilities. Key deliberations of the Compensation Committee are documented in minutes which are approved at the next Compensation Committee meeting. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Compensation Committee of the Board of Trustees is responsible for all matters of executive compensation. The Compensation Committee is comprised solely of independent trustees, none of whom have a conflict of interest with respect to the compensation arrangement; the Compensation Committee is accountable for setting reasonable compensation packages for the University's CEO - the University President. The Compensation Committee develops, consistent with the University's vision, mission, and values, the annual performance goals and criteria to be used in determining merit increases and variable compensation criteria for the University President. The Compensation Committee (in coordination with the University's Human Resources Department) also reviews comparable compensation and benefits information to analyze and provide benchmarking data for the total compensation and benefits package of the University President. Appropriate comparability data is obtained from independent experts, including total economic benefits paid by similarly situated organizations (both taxable and tax-exempt) for similar job responsibilities. Key deliberations of the compensation Committee are documented in minutes which are approved at the next Compensation Committee meeting. Whereas the University President is a Jesuit priest who has taken a vow of poverty, all of his earnings are paid directly to the Society of Jesus (the Jesuit order). | Form 990, Part VI, Line 15a |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Under the terms of its Charter The Audit Committee of the University's Board of Trustees is charged with monitoring proposed or ongoing transactions for conflicts of interest and addressing any potential or actual conflicts. Pursuant to the University's Conflict of Interest Policy, an annual conflict of interest questionnaire, aimed at determining any family and business relationships and transactions or other transactions that may pose a potential conflict, is distributed to all necessary parties (i.e., board members, officers and executive leadership, and key employees). Covered persons are required to disclose actual or potential conflicts at the time when such conflicts arise. When someone becomes a covered person and annually thereafter, each covered person is required to sign a statement affirming that he/she: (1) has received a copy of the Conflicts of Interest Policy; (2) has read the Policy and understands said Policy; and (3) agrees to comply with all requirements of the Policy, including completing the annual conflict of interest questionnaire. The completed questionnaires for members of the University's Board of Trustees are reviewed by the Director of Internal Audit and Tax Compliance. Thereafter, the University's General Counsel and Director of Internal Audit and Tax Compliance review the completed questionnaires for any persons with actual or potential conflicts, and these individuals are notified via written communication. Moreover, the Director of Internal Audit and Tax Compliance reports any actual or potential conflicts to the University President and the Audit Committee of the Board of Trustees. The completed questionnaires for officers and executive leadership or key employees are reviewed by the Director of Internal Audit and Tax Compliance. Thereafter, the University's General Counsel and Director of Internal Audit and Tax Compliance review the completed questionnaires for any persons with actual or potential conflicts, and these individuals are notified via written communication. Furthermore, the Director of Internal Audit and Tax Compliance reports any actual or potential conflicts to the University President and the Audit Committee of the Board of Trustees. The procedures for addressing any conflict of interest include, but are not limited to, the following: (1) the conflicting interest is fully disclosed to the Board of Trustees; (2) the interested person responds to factual questions related to the substance of the transaction or arrangement being considered, after which he/she shall leave the meeting; (3) the person with the conflict of interest is excluded from the discussion and approval of any proposed transaction; (4) alternatives to the proposed transaction are investigated, competitive bids or comparable valuations are obtained; (5) any conflicting issues arising during the course of a Board of Trustees' meeting which cannot be resolved are referred to the Executive Committee of the Board of Trustees; and (6) the transaction or action must be approved by a majority of disinterested persons. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Director of Internal Audit and Tax Compliance (who reports to the University President and Audit Committee of the Board of Trustees) is responsible for overseeing all tax compliance matters for the University of San Francisco, including the preparation of the University's Form 990; accordingly, under his direction (and with the assistance of the University's external tax advisors at Deloitte Tax LLP) the University's Form 990 is prepared by the Tax Analyst in the University's Office of Internal Audit and Tax Compliance. Thereafter, the University's Form 990 is reviewed by the Tax Analyst's supervisor, the Tax Manager. Next, the University's Vice President for Business and Finance and Director of Internal Audit and Tax Compliance concurrently review the University's Form 990 with the University's external tax advisors (Deloitte Tax LLP) who review it one final time before the return is provided to the University's Audit Committee of its Board of Trustees, which has been delegated appropriate authority to review the return on behalf of the University's Board of Trustees. Subsequent to its review, the Audit Committee reports back to the full Board of Trustees regarding its oversight of Form 990, and the final draft of the University's Form 990 (including all required schedules thereto) is provided to the entire Board of Trustees so it is able to make any appropriate inquiries regarding the data contained in the University's Form 990 before the return is filed. | Form 990, Part VI, Line 11b |
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: SPONSORED RESEARCH INCLUDES EXPENDITURES FOR RESEARCH AND TRAINING. | Form 990, Part III, Line 4d |
| Client Note 1 - Form 8858, Schedule HUSF Educational Consulting (China) Co., Ltd. and USF Manila, Inc. are wholly owned disregarded entities of the University of San Francisco, a nonprofit educational corporation defined under Section 501(c)(3) of the Internal Revenue Code. All income from such entities is related to the exempt purpose of the University of San Francisco and is exempt from taxation under Section 501(a) of the Internal Revenue Code. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Total IncomeTotalIncome |
|---|---|---|---|---|---|---|---|---|
| USF Manila Inc | ||||||||
| c/o USF 2130 Fulton Street | San Francisco | CA | 941171080 | 981046690 | Instruction | 61190 | University of San Francisco | |
| USF Educational Consulting China Co | ||||||||
| c/o USF 2130 Fulton Street | San Francisco | CA | 941171080 | 981046669 | Recruiting; Fundraising | 200287 | University of San Francisco | 1679 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Employer-Contribution VEBA Trust | |||||||||
| 2130 Fulton Street | San Francisco | CA | 941171080 | 047024785 | Benefit plan | MO | 501(c)(9) | University of San Francisco | true |
| Employee-Contribution VEBA Trust | |||||||||
| 2130 Fulton Street | San Francisco | CA | 941171080 | 047024784 | Benefit plan | MO | 501(c)(9) | University of San Francisco | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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