UNIVERSITY OF SOUTHERN CALIFORNIA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTHERN CALIFORNIA (EIN 95-1642394)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349303377
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T10:02:00-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951642394 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Southern California | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ERIK BRINK UNIV COMPTROLLER | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 2138211900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT ABELES | Name |
| Title | SR VP, FINANCE AND CFO | Title |
| Phone | 2138211900 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GWEN SPENCER | Name |
| Phone | 6175305000 | 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 | DR CHRYSOSTOMOS L NIKIAS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 3954173592 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.usc.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1895 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 57 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26874 | TotalNbrEmployees |
| Total Gross UBI | 45333278 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1899418 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 848815407 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 860983969 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2595198833 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2845815262 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 160130046 | InvestmentIncomePriorYear |
| Investment Income Current Year | 244093275 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2394879 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2533072 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3606539165 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3953425578 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 416149397 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 416541339 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1898194370 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1961275803 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 47022486 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1067467561 | OtherExpensePriorYear |
| Other Expenses Current Year | 1147896923 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3381811328 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3525714065 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 224727837 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 427711513 | RevenuesLessExpensesCY |
| Total Assets BOY | 7759326807 | TotalAssetsBOY |
| Total Assets EOY | 8451149010 | TotalAssetsEOY |
| Total Liabilities BOY | 2243920048 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2366766709 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5515406759 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6084382301 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1610153342 | Expense |
| Grants | 414802247 | Grants |
| Revenue | 1488276435 | Revenue |
| Description | INSTRUCTION: 18,316 STUDENTS IN UNDERGRADUATE CLASSES: 21,642 STUDENTS IN GRADUATE AND PROFESSIONAL CLASSES: 4,740 BACHELOR DEGREES CONFERRED AND 7,888 ADVANCED DEGREES CONFERRED IN 2012-2013. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 924287000 | Expense |
| Grants | 0 | Grants |
| Revenue | 695525303 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 297357000 | Expense |
| Grants | 0 | Grants |
| Revenue | 275925631 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 347467001 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1739092 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 386087893 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3179264343 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | 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 | true | 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 | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 5833 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 26874 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | KS | NameOfForeignCountry |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Name Of Foreign Country | TW | 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 |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 57 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ERIK BRINK UNIV COMPTROLLER | NamePerson |
| Telephone Number | 2138211900 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (79 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| WALLIS ANNENBERG | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| WANDA M AUSTIN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| LISA BARKETT | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| THOMAS BARRACK | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| MARC R BENIOFF | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JOSEPH M BOSKOVICH | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| GREGORY P BRAKOVICH | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RICK J CARUSO | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| ALAN I CASDEN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RONNIE C CHAN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| YANG HO CHO | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| CHRISTOPHER COX | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| FRANK H CRUZ | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RICHARD A DEBEIKES JR | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| DAVID H DORNSIFE | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| MICHELE DEDEAUX ENGEMANN | ||||||||||
| TRUSTEE (FROM 10/3/12) | 1.0 | X | ||||||||
| DANIEL J EPSTEIN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| FRANK J FERTITTA III | ||||||||||
| TRUSTEE (FROM 4/7/13) | 1.0 | X | ||||||||
| CAROL CAMPBELL FOX | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| CHENGYU FU | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| STANLEY P GOLD | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| TAMARA HUGHES GUSTAVSON | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JANE HARMAN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| MING HSIEH | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RAY R IRANI | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| SUZANNE NORA JOHNSON | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| LYDIA H KENNARD | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| KENNETH R KLEIN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JOHN KUSMIERSKY | ||||||||||
| TRUSTEE | 1.0 | X | 2.0 | |||||||
| DANIEL D LANE | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| DAVID L LEE | ||||||||||
| TRUSTEE (UNTIL 7/27/12) | 1.0 | X | ||||||||
| MITCHELL LEW | ||||||||||
| TRUSTEE (FROM 6/5/13) | 1.0 | X | ||||||||
| MONICA C LOZANO | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JOHN C MARTIN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| KATHLEEN L MCCARTHY | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JAMIE MCCOURT | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JOHN MORK | ||||||||||
| TRUSTEE/CHAIRMAN (FROM 6/5/13) | 1.0 | X | X | 0 | 0 | 0 | ||||
| JERRY W NEELY | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| CHRYSOSTOMOS L NIKIAS | ||||||||||
| PRESIDENT/Trustee | 50.0 | X | 2.75 | X | 1188986 | 0 | 402538 | |||
| ROBERT PADGETT | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JANE HOFFMAN POPOVICH | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| BLAKE QUINN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| LORNA Y REED | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| EDWARD P ROSKI JR | ||||||||||
| CHAIRMAN(UNTIL 6/5/13)/TRUSTEE | 1.0 | X | 0.5 | X | ||||||
| BARBARA J ROSSIER | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| LEONARD D SCHAEFFER | ||||||||||
| TRUSTEE (FROM 4/7/13) | 1.0 | X | ||||||||
| WILLIAM J SCHOEN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| WILLIAM EB SIART | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| ROBERT H SMITH | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| JEFFREY H SMULYAN | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| STEVEN SPIELBERG | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| MARK A STEVENS | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RONALD D SUGAR | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RATAN N TATA | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| DANIEL M TSAI | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| RONALD N TUTOR | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| ANDREW J VITERBI | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| WILLIS B WOOD JR | ||||||||||
| TRUSTEE | 1.0 | X | ||||||||
| ELIZABETH GARRETT | ||||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | 50.0 | 1.25 | X | 851782 | 0 | 35886 | ||||
| ROBERT ABELES | ||||||||||
| SR VP, FINANCE AND CFO | 50.0 | 2.75 | X | 687580 | 0 | 41477 | ||||
| ALBERT R CHECCIO | ||||||||||
| SR VP, UNIVERSITY ADVANCEMENT | 50.0 | 0.25 | X | 727985 | 0 | 32418 | ||||
| TODD R DICKEY | ||||||||||
| SR VP, ADMINISTRATION | 50.0 | 0.5 | X | 629188 | 0 | 33863 | ||||
| THOMAS S SAYLES | ||||||||||
| SR VP, UNIV relations | 50.0 | X | 474502 | 0 | 26976 | |||||
| CAROL MAUCH AMIR | ||||||||||
| SECRETARY/GENERAL COUNSEL | 50.0 | 1.5 | X | 515754 | 0 | 46427 | ||||
| MITCHELL R CREEM | ||||||||||
| CEO-UNIV&NORRIS(UNTIL 1/19/12) | 50.0 | 1051948 | 0 | 12845 | X | |||||
| JAMES G ELLIS | ||||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | 50.0 | 2.25 | 542742 | 0 | 43127 | X | ||||
| HOWARD A GILLMAN | ||||||||||
| SEE SCHEDULE O FOR TITLE | 50.0 | 422618 | 0 | 83075 | X | |||||
| THOMAS E JACKIEWICZ | ||||||||||
| SR VP & CEO - USC HEALTH | 50.0 | 2.0 | 1265429 | 0 | 45803 | X | ||||
| LISA ANN MAZZOCCO | ||||||||||
| Chief Investment Officer | 50.0 | 1082581 | 0 | 38380 | X | |||||
| CARMEN A PULIAFITO MD | ||||||||||
| DEAN-KECK SCHOOL OF MED | 50.0 | 4.25 | 1173461 | 0 | 46466 | X | ||||
| YANNIS C YORTSOS | ||||||||||
| DEAN-VITERBI SCHOOL OF ENG. | 50.0 | 1.25 | 397268 | 0 | 101605 | X | ||||
| MONTE LANE KIFFIN | ||||||||||
| HEAD FOOTBALL COACH | 50.0 | 3054154 | 0 | 44039 | X | |||||
| VAUGHN A STARNES MD | ||||||||||
| KSOM-DIST. PROF. OF SURGERY | 50.0 | 2.0 | 2712831 | 0 | 47317 | X | ||||
| PATRICK C HADEN | ||||||||||
| Athletic Director | 50.0 | 0.25 | 2391416 | 0 | 48660 | X | ||||
| MONTE GEORGE KIFFIN | ||||||||||
| ASSISTANT FOOTBALL COACH | 50.0 | 1883343 | 0 | 40820 | X | |||||
| KEVIN O'NEILL | ||||||||||
| HEAD COACH MEN'S BASKETBALL | 50.0 | 1750170 | 0 | 48539 | X | |||||
| STEVEN B SAMPLE | ||||||||||
| FORMER PRESIDENT | 40.0 | 1463779 | 0 | 66783 | X | |||||
| MARTHA HARRIS | ||||||||||
| FORMER SR VP, UNIV RELATIONS | 35.0 | 399044 | 0 | 956 | X | |||||
| ALAN KREDITOR | ||||||||||
| FORMER SR VP, UNIV. ADVNMNT | 40.0 | 369588 | 0 | 40946 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 25036149 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1328946 | TotalOtherCompensation |
| Number Individuals GT100 K | 3573 | 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 |
|---|---|---|---|---|---|
| 2U fka 2TOR INC | |||||
| 1150 S OLIVE STREET SUITE 2050 | LOS ANGELES | CA | 90015 | CONSULTING | 40920828 |
| HATHAWAY DINWIDDIE CONSTRUCTION CO | |||||
| 275 BATTERY STREET STE 300 | SAN FRANCISCO | CA | 941113330 | CONSTRUCTION SVCS | 31347254 |
| TUTOR-SALIBA CORPORATION | |||||
| 15901 OLDEN STREET | SYLMAR | CA | 91342 | CONSTRUCTION SVCS | 18239514 |
| MATT CONSTRUCTION | |||||
| 3470 MCCLINTOCK AVENUE | LOS ANGELES | CA | 90089 | CONSTRUCTION SVCS | 16503750 |
| ARAMARK CORPORATION | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | MAINTENANCE SERVICES | 13733890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 592 | NumberOfContractorsGT100K |
| Fundraising Events | 571324 | FundraisingEvents |
| Government Grants | 313222806 | GovernmentGrants |
| All Other Contributions | 547189839 | AllOtherContributions |
| Noncash Contributions | 40947220 | NoncashContributions |
| Total Contributions | 860983969 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 900099 | 1488276435 | 1488276435 | |
| NET PATIENT SERVICE REVENUE | 900099 | 695525303 | 695525303 | |
| AUXILIARY ENTERPRISES | 900099 | 275925631 | 227808244 | 48117387 |
| PROFESSIONAL SERVICES AGREEMENT | 900099 | 128135712 | 128135712 | |
| SALES & SERVICE | 900099 | 28200554 | 28200554 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 229751627 | TotalRevenueColumn |
| Related Or Exempt Function Income | 229751627 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2845815262 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67060880 | TotalRevenueColumn |
| Unrelated Business Revenue | -8071466 | UnrelatedBusinessRevenue |
| Exclusion | $75,132,346 | 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 | 3109145 | TotalRevenueColumn |
| Exclusion | $3,109,145 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
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 | 177032395 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177032395 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177032395 | TotalRevenueColumn |
| Unrelated Business Revenue | 5287357 | UnrelatedBusinessRevenue |
| Exclusion | $171,745,038 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 171941 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 571324 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 748014 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -576073 | TotalRevenueColumn |
| Exclusion | -$576,073 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | 3953425578 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2797697875 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 45333278 | UnrelatedBusinessRevenue |
| Exclusion | $249,410,456 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1337191 | Total |
| Program Services | 1337191 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413465056 | Total |
| Program Services | 413465056 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1739092 | Total |
| Program Services | 1739092 | ProgramServices |
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 | 10748086 | Total |
| Program Services | 6482339 | ProgramServices |
| Management And General | 3309663 | ManagementAndGeneral |
| Fundraising | 956084 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3254687 | Total |
| Program Services | 1222272 | ProgramServices |
| Management And General | 467256 | ManagementAndGeneral |
| Fundraising | 1565159 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1542230030 | Total |
| Program Services | 1392193161 | ProgramServices |
| Management And General | 127307473 | ManagementAndGeneral |
| Fundraising | 22729396 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164446860 | Total |
| Program Services | 141023283 | ProgramServices |
| Management And General | 20314856 | ManagementAndGeneral |
| Fundraising | 3108721 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156101611 | Total |
| Program Services | 133866720 | ProgramServices |
| Management And General | 19283930 | ManagementAndGeneral |
| Fundraising | 2950961 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84494529 | Total |
| Program Services | 72459248 | ProgramServices |
| Management And General | 10437987 | ManagementAndGeneral |
| Fundraising | 1597294 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6030390 | Total |
| Management And General | 6030390 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2217596 | Total |
| Management And General | 2217596 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620940 | Total |
| Program Services | 620940 | ProgramServices |
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 | 11659671 | Total |
| Management And General | 11659671 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680782305 | Total |
| Program Services | 635318312 | ProgramServices |
| Management And General | 32476557 | ManagementAndGeneral |
| Fundraising | 12987436 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36580079 | Total |
| Program Services | 34395480 | ProgramServices |
| Management And General | 2035451 | ManagementAndGeneral |
| Fundraising | 149148 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53823974 | Total |
| Program Services | 50361852 | ProgramServices |
| Management And General | 2633909 | ManagementAndGeneral |
| Fundraising | 828213 | 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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60454081 | Total |
| Program Services | 17227520 | ProgramServices |
| Management And General | 43216487 | ManagementAndGeneral |
| Fundraising | 10074 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161285000 | Total |
| Program Services | 153341000 | ProgramServices |
| Management And General | 7804000 | ManagementAndGeneral |
| Fundraising | 140000 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10232010 | Total |
| Management And General | 10232010 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COST OF GOODS SOLD | 86325000 | 86325000 |
| UNIVERSITY SERVICES | 37885877 | 37885877 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3525714065 | Total |
| Program Services | 3179264343 | ProgramServices |
| Management And General | 299427236 | ManagementAndGeneral |
| Fundraising | 47022486 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 894317185 | BOY |
| EOY | 445410370 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434214622 | BOY |
| EOY | 477695853 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290215055 | BOY |
| EOY | 322848173 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5403858 | BOY |
| EOY | 5672110 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420017 | BOY |
| EOY | 382101 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78298105 | BOY |
| EOY | 78859669 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17462192 | BOY |
| EOY | 20452990 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129174827 | BOY |
| EOY | 134664926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4144653687 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1652513467 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2258842947 | BOY |
| EOY | 2492140220 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1764419333 | BOY |
| EOY | 2423150629 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1597361227 | BOY |
| EOY | 1743234083 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289197439 | BOY |
| EOY | 306637886 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7759326807 | BOY |
| EOY | 8451149010 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352208639 | BOY |
| EOY | 415017777 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145871407 | BOY |
| EOY | 159412660 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 890014099 | BOY |
| EOY | 885692285 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000000 | BOY |
| EOY | 39992780 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305899508 | BOY |
| EOY | 310428818 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534926395 | BOY |
| EOY | 556222389 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2243920048 | BOY |
| EOY | 2366766709 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2603763004 | BOY |
| EOY | 2883024665 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258431762 | BOY |
| EOY | 1454797711 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1653211993 | BOY |
| EOY | 1746559925 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5515406759 | BOY |
| EOY | 6084382301 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7759326807 | BOY |
| EOY | 8451149010 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 427711513 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 149165928 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 13439 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -7915338 | ReconcilationOtherChanges |
| 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 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $1,170,589 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Total Lobbying Expenditures IIB | 1170589 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART II-B, LINE 1(G)-(I) | Identifier |
| Explanation | the university of southern california'S 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. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 5190040 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| 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 |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | EDUCATION | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | true | AgentTrusteeEtc |
| Beginning Balance | 141779490 | BeginningBalance |
| Additions During Year | 15867908 | AdditionsDuringYear |
| Distributions During Year | 7664223 | DistributionsDuringYear |
| Ending Balance | 149983175 | EndingBalance |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3322631891 | BeginningOfYearBalance |
| Contributions | 140031692 | Contributions |
| Investment Earnings Or Losses | 383718997 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 32227093 | GrantsOrScholarships |
| Other Expenditures | 118164254 | OtherExpenditures |
| Administrative Expenses | 6092388 | AdministrativeExpenses |
| End Of Year Balance | 3689898845 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3346023447 | BeginningOfYearBalance |
| Contributions | 132220066 | Contributions |
| Investment Earnings Or Losses | -5789619 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 31233067 | GrantsOrScholarships |
| Other Expenditures | 112830366 | OtherExpenditures |
| Administrative Expenses | 5758570 | AdministrativeExpenses |
| End Of Year Balance | 3322631891 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2795499323 | BeginningOfYearBalance |
| Contributions | 79010238 | Contributions |
| Investment Earnings Or Losses | 616999544 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 30366052 | GrantsOrScholarships |
| Other Expenditures | 109547555 | OtherExpenditures |
| Administrative Expenses | 5572051 | AdministrativeExpenses |
| End Of Year Balance | 3346023447 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2528445000 | BeginningOfYearBalance |
| Contributions | 89512842 | Contributions |
| Investment Earnings Or Losses | 317498547 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 29509947 | GrantsOrScholarships |
| Other Expenditures | 105097124 | OtherExpenditures |
| Administrative Expenses | 5349995 | AdministrativeExpenses |
| End Of Year Balance | 2795499323 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3368932595 | BeginningOfYearBalance |
| Contributions | 61771420 | Contributions |
| Investment Earnings Or Losses | -765468864 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 28585896 | GrantsOrScholarships |
| Other Expenditures | 103081084 | OtherExpenditures |
| Administrative Expenses | 5123171 | AdministrativeExpenses |
| End Of Year Balance | 2528445000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29970 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.70030 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 144441664 | OtherCostOrOtherBasis |
| Book Value | 144441664 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2816478379 | OtherCostOrOtherBasis |
| Depreciation | 1067409349 | Depreciation |
| Book Value | 1749069030 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 538180235 | OtherCostOrOtherBasis |
| Depreciation | 358400036 | Depreciation |
| Book Value | 179780199 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 645553409 | OtherCostOrOtherBasis |
| Depreciation | 226704082 | Depreciation |
| Book Value | 418849327 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2492140220 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUND | 677369708 | F |
| PRIVATE EQUITY | 1065864375 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1743234083 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FOR ANNUITIES PAYABLES | $148,345,831 |
| SELF INSURANCE RESERVES | $154,803,734 |
| FEDERAL STUDENT LOAN FUNDS | $67,706,410 |
| OBLIGATION | $104,841,527 |
| REFUNDABLE ADVANCES | $17,365,420 |
| CAPITAL LEASE OBLIGATION | $59,101,792 |
| OTHER LIABILITIES | $4,057,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 556222389 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 | 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 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (60 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | 164874 |
| East Asia and the Pacific | 0 | 46 | Program Services | INSTRUCT,EXCUR,TRAVEL | 1105772 |
| Europe (Including Iceland and Greenland) | 0 | 22 | Program Services | INSTRUCT,EXCUR,TRAVEL | 4859136 |
| Middle East and North Africa | 0 | 3 | Program Services | INSTRUCT,EXCUR,TRAVEL | 66065 |
| North America | 0 | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | 28532 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | 106681 |
| Sub-Saharan Africa | 0 | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | 178169 |
| South America | 0 | 7 | Program Services | INSTRUCT,EXCUR,TRAVEL | 92197 |
| South Asia | 0 | 7 | Program Services | INSTRUCT,EXCUR,TRAVEL | 32199 |
| Central America and the Caribbean | 0 | 0 | Program Services | RESEARCH | 92232 |
| East Asia and the Pacific | 0 | 12 | Program Services | RESEARCH | 1203760 |
| Europe (Including Iceland and Greenland) | 0 | 5 | Program Services | RESEARCH | 462104 |
| Middle East and North Africa | 0 | 0 | Program Services | RESEARCH | 134430 |
| North America | 0 | 0 | Program Services | RESEARCH | 173437 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | RESEARCH | 36204 |
| Sub-Saharan Africa | 0 | 0 | Program Services | RESEARCH | 59881 |
| South America | 0 | 1 | Program Services | RESEARCH | 99956 |
| South Asia | 0 | 1 | Program Services | RESEARCH | 50208 |
| Central America and the Caribbean | 0 | 12 | Program Services | STUDENT ABROAD | 87783 |
| East Asia and the Pacific | 0 | 50 | Program Services | STUDENT ABROAD | 1388422 |
| Europe (Including Iceland and Greenland) | 0 | 10 | Program Services | STUDENT ABROAD | 2803766 |
| Middle East and North Africa | 0 | 0 | Program Services | STUDENT ABROAD | 10400 |
| North America | 0 | 0 | Program Services | STUDENT ABROAD | 942 |
| Sub-Saharan Africa | 0 | 3 | Program Services | STUDENT ABROAD | 9563 |
| South America | 0 | 11 | Program Services | STUDENT ABROAD | 126891 |
| South Asia | 0 | 0 | Program Services | STUDENT ABROAD | 37378 |
| South America | 0 | 0 | Program Services | STAFF ABROAD | 5000 |
| South Asia | 0 | 0 | Program Services | STAFF ABROAD | 2478 |
| East Asia and the Pacific | 0 | 14 | Program Services | RECRUITMENT | 1439124 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | RECRUITMENT | 21620 |
| North America | 0 | 2 | Program Services | RECRUITMENT | 168932 |
| Sub-Saharan Africa | 0 | 0 | Program Services | RECRUITMENT | 870 |
| South America | 0 | 1 | Program Services | RECRUITMENT | 83671 |
| South Asia | 0 | 2 | Program Services | RECRUITMENT | 149660 |
| East Asia and the Pacific | 5 | 0 | Program Services | GLOBALIZATION - TRAVEL | 626987 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | GLOBALIZATION - TRAVEL | 16767 |
| Middle East and North Africa | 0 | 0 | Program Services | GLOBALIZATION - TRAVEL | 907 |
| North America | 1 | 0 | Program Services | GLOBALIZATION - TRAVEL | 1078 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | GLOBALIZATION - TRAVEL | 7181 |
| South America | 1 | 0 | Program Services | GLOBALIZATION - TRAVEL | 42383 |
| South Asia | 1 | 0 | Program Services | GLOBALIZATION - TRAVEL | 10195 |
| Central America and the Caribbean | 0 | 0 | Program Services | PREVENTIVE GLOBAL MED | 7891 |
| East Asia and the Pacific | 0 | 0 | Program Services | PREVENTIVE GLOBAL MED | 18448 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | PREVENTIVE GLOBAL MED | 19892 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | PREVENTIVE GLOBAL MED | 2000 |
| Sub-Saharan Africa | 0 | 0 | Program Services | PREVENTIVE GLOBAL MED | 12835 |
| South Asia | 0 | 0 | Program Services | PREVENTIVE GLOBAL MED | 9247 |
| East Asia and the Pacific | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 4158097 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 202248 |
| Middle East and North Africa | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 72224 |
| North America | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 22400 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 43300 |
| South America | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 661078 |
| South Asia | 0 | 0 | Program Services | INTL EXPERIENTAL LEARN | 114839 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 282420 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | 1256655 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | 100000 | |
| North America | 0 | 0 | Grantmaking | 100017 | |
| Central America and the Caribbean | 0 | 0 | Investments | 523415828 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 88435929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 106 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 8 | ContNumberOfOffices |
| Cont Number Of Employees | 107 | ContNumberOfEmployees |
| Total Number Of Offices | 8 | TotalNumberOfOffices |
| Total Number Of Employees | 213 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8895629 | SubtotalAmountSpent |
| Cont Amount Spent | 626027554 | ContAmountSpent |
| Total Amount Spent | 634923183 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (17 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| North America | RSCH SUBAWRD | 49985 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 6085 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 47739 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 222387 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 122616 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 105999 | WIRE/CHECK | FMV |
| East Asia and the Pacific | RSCH SUBAWRD | 34191 | WIRE/CHECK | FMV |
| East Asia and the Pacific | RSCH SUBAWRD | 193229 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 137496 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 369928 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 28595 | WIRE/CHECK | FMV |
| North America | RSCH SUBAWRD | 19143 | WIRE/CHECK | FMV |
| East Asia and the Pacific | RSCH SUBAWRD | 55000 | WIRE/CHECK | FMV |
| Middle East and North Africa | RSCH SUBAWRD | 100000 | WIRE/CHECK | FMV |
| North America | RSCH SUBAWRD | 30889 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 62939 | WIRE/CHECK | FMV |
| Europe (Including Iceland and Greenland) | RSCH SUBAWRD | 152871 | WIRE/CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 16 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| TRAVEL AWARD | East Asia and the Pacific | N/A | FMV |
| TRAVEL AWARD | Europe (Including Iceland and Greenland) | N/A | FMV |
| TRAVEL AWARD | South Asia | N/A | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F, PART I, LINE 2 | Identifier |
| 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ALUMNI AWARDS | NameOfEvent1 |
| Gross Receipts Event1 | 336625 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 238650 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 97975 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 5985 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 96537 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7550 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 162749 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SCRIPTER AWARD | NameOfEvent2 |
| Gross Receipts Event2 | 225990 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 177674 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 48316 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 17178 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 106960 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 36209 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 37619 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 33022 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 180650 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 155000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 25650 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 1300 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 103338 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 139567 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 743265 | GrossReceiptsTotal |
| Charitable Contributions Total | 571324 | CharitableContributionsTotal |
| Gross Revenue Total Events | 171941 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 23163 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 108260 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 236084 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 45169 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 335338 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 748014 | DirectExpenseSummaryEvents |
| Net Income Summary | -576073 | NetIncomeSummary |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent350 | X | Pcent350 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 650973 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 650973 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 86619886 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 50090944 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 36528942 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01040 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 87270859 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 50090944 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 37179915 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01060 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 738431 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 738431 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18864889 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3916452 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14948437 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00420 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 251198580 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 251198580 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07120 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 533110 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 533110 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 271335010 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3916452 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 267418558 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07580 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 358605869 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 54007396 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 304598473 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08640 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $14,276,051 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 197355620 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 259455103 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -62099483 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Website AddressWebsiteAddress | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Facility Reporting GroupFacilityReportingGroup |
|---|---|---|---|---|---|---|---|---|---|---|
| KECK HOSPITAL OF USC | ||||||||||
| 1 | 1500 SAN PABLO STREET | LOS ANGELES | CA | 90089 | WWW.KECKMEDICINE.ORG | X | X | X | X | A |
| USC NORRIS CANCER HOSPITAL | ||||||||||
| 2 | 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90089 | WWW.CANCER.KECKMEDICINE.ORG | X | X | X | X | A |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Information Gaps | X | InformationGaps |
| Needs Assessment Conducted | 12 | NeedsAssessmentConducted |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | true | OtherFacilities |
| CHNA Widely Available | true | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | false | AllNeedsAddressed |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 200. | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 350. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Insurance Status | X | InsuranceStatus |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Available On Request | X | AvailableOnRequest |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 1 | NumberOfOtherFacilities |
Other Facilities OtherFacilities
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USC ENGEMANN STUDENT HEALTH CENTER (UPC) | BusinessNameLine1 |
Address Address
| 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 Type | OUTPATIENT CLINIC | FacilityType |
Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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: | BOTH KECK HOSPITAL OF USC AND USC NORRIS CANCER HOSPITAL 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 FY13 ON A UNIVERSITY-WIDE BASIS AS REQUIRED PER THE FORM 990 INSTRUCTIONS. | |
| PART III, LINES 2 AND 4: | NET PATIENT SERVICE REVENUE IS REPORTED AT ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD PARTY PAYORS, GOVERNMENT PROGRAM 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 MEDICAL PROGRAMS. REIMBURSEMENT FROM THESE VARIOUS PAYORS 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 payors 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 8: | The Medicare shortfall of ($62,099,483) 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. | |
| NEEDS ASSESSMENT: | FOR TAX YEAR 2012, 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. | |
| 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. | |
| 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 HOSPITALS' 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, OF 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. | |
| COMMUNITY BUILDING ACTIVITIES: | SEE "OTHER INFORMATION" BELOW | |
| OTHER INFORMATION: | CASH CONTRIBUTIONS AND SPONSORSHIPS TO COMMUNITY NONPROFIT ORGANIZATIONS AND CHARITY EVENTS WERE MADE TO: -USC NEIGHBORHOOD OUTREACH (UNO) -PROYECTO PASTORAL WOMEN'S CONFERENCE -USC NORRIS COMPREHENSIVE CANCER CENTER -VERDUGO HILLS HOSPITAL -CHILDREN'S HOSPITAL LOS ANGELES -USC UROLOGY -LOS ANGELES COUNTY MEDICAL ASSOCIATION, PATIENT CARE FOUNDATION -DORR INSTITUTE FOR ARTHRITIS -VIETNAMESE PHYSICIAN ASSOCIATION OF SOUTHERN CALIFORNIA -SOUTHERN CALIFORNIA SOCIETY OF HEALTH SYSTEM PHARMACISTS -FRIENDS OF CALIFORNIANS WITH DISABILITIES -CELEBRATING A SECOND CHANCE AT LIFE SURVIVORSHIP SYMPOSIUM -ACOUSTIC NEUROMA ASSOCIATION NATIONAL SYMPOSIUM -MINISTRIES OF CHRIST -CASA0101 THEATER -APAIT HEALTH CENTER -PADRES CONTRA EL CANCER -ADDITIONAL SUPPORT TO COMMUNITY PARTNERS 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. -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. -VENTRICULAR ASSIST DEVICE (VAD) SUPPORT GROUP - THIS GROUP IS DESIGNED TO MEET THE EMOTIONAL NEEDS OF THOSE WHO HAVE HAD A VENTRICULAR ASSIST DEVICE IMPLANT AS EITHER A BRIDGE TO HEART TRANSPLANT OR DESTINATION THERAPY. IT ALSO SERVICES THE FAMILIES AND CAREGIVERS WHO PROVIDE EMOTIONAL SUPPORT FOR THIS POPULATION. TOPICS RANGE FROM COPING STRATEGIES TO MAKING APPROPRIATE LIFESTYLE ADJUSTMENTS. -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. INCLUDED IS THE HEALTH MATTER SERIES, PRESENTED BY USC PHYSICIANS, WHICH PRESENTS HEALTH-RELATED TOPICS TO COMMUNITY GROUPS. OTHER HEALTH EDUCATION EVENTS INCLUDED: -USC WOMEN'S CONFERENCE - THE FIFTH ANNUAL UNIVERSITY OF SOUTHERN CALIFORNIA WOMEN'S CONFERENCE ATTRACTED NEARLY 1,000 USC ALUMNI, PARENTS, STUDENTS, FACULTY AND STAFF. THE KECK MEDICAL CENTER OF USC HOSTED HEALTH WORKSHOPS FEATURING RENOWNED USC PHYSICIANS. SHAWN SHEFFIELD, CHIEF STRATEGY AND BUSINESS DEVELOPMENT OFFICER, MODERATED THE TWO STANDING-ROOM-ONLY WORKSHOPS. THE HEALTH SESSIONS WERE MEANT TO EDUCATE WOMEN ON DISEASES THAT MAY BE HEREDITARY, SUCH AS DIABETES, DEMENTIA AND BREAST CANCER, AND PROVIDE USEFUL TIPS ON HOW TO PREVENT THEM. COMMUNITY BASED CLINICAL SERVICES IN COLLABORATION WITH THE SCHOOLS OF PHARMACY, BIO-KINESIOLOGY AND PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND DENTISTRY, KECK MEDICAL CENTER OF USC 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. -LA MARATHON - THE HOSPITALS AND DOCTORS OF USC PROVIDED MEDICAL SUPPORT AND SUPPLIES FOR THE RUNNERS IN THE LA MARATHON. USC NORRIS CANCER HOSPITAL THE COMMUNITY WAS SERVED BY A NUMBER OF SUPPORT GROUPS THAT INCLUDED: -EDUCATIONAL SESSIONS ARE OPEN TO THE COMMUNITY, FREE OF CHARGE. SESSIONS INCLUDED: YOGA FOR THOSE WITH CANCER, LOOK GOOD FEEL BETTER, BLADDER CANCER, COLORECTAL CANCER, FOR MEN ONLY, PROSTATE CANCER FORUM. -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, HAIR STYLING AND THE USE OF WIGS. -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. -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. -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. -LUNG CANCER SUPPORT GROUP - THE LUNG CANCER EDUCATION /SUPPORT GROUP 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. -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. -USC NORRIS CANCER HOSPITAL PARTICIPATED IN AND HOSTED A NUMBER OF COMMUNITY-BASED OUTREACH EFFORTS TO RAISE AWARENESS OF CANCER AND ENCOURAGE PREVENTION ACTIVITIES. PART OF THE OUTREACH INCLUDED PARTICIPATION AT 3 LOCAL BLOOMINGDALE'S EVENTS DURING BREAST CANCER AWARENESS MONTH. USC CANCER CENTER SURVIVORS PARTICIPATED IN A BLOOMINGDALE'S FASHION SHOW, OUR NUTRITIONISTS DID HEALTHY COOKING DEMONSTRATIONS, AND TWO OF OUR MASTECTOMY FITTERS FROM THE IMAGE ENHANCEMENT CENTER PROVIDED EDUCATION AND TRAINING TO INTIMATES DEPARTMENT EMPLOYEES ON THE LATEST BRA OPTIONS. WE ALSO HELD COMMUNITY OUTREACH ACTIVITIES DURING BREAST CANCER AWARENESS MONTH AT A USC FOOTBALL GAME WITH EDUCATION BOOTHS AND GIVEAWAYS. WE SUPPORTED THE REVLON BREAST CANCER WALK. -THE HOSPITAL CELEBRATED LUNG CANCER AWARENESS MONTH WITH A SPECIAL AWARENESS BOOTH AT THE TROJAN FOOTBALL HOMECOMING GAME. LUNG CANCER PHYSICIANS DANIEL OH, JEFFREY HAGEN, EUGENE CHUNG AND CHRISTOPHER LEE DISTRIBUTED EDUCATIONAL MATERIALS AND GIVEAWAYS. A DA VINCI SURGERY ROBOT WAS ON-HAND TO DEMONSTRATE HOW USC SURGEONS REMOVE LUNG CANCERS FROM PATIENTS. -ADOLESCENT AND YOUNG ADULT PROGRAM - CANCER IS THE LEADING DISEASE RELATED CAUSE OF DEATH FOR INDIVIDUALS AGES 15-39. WHILE GREAT ADVANCES HAVE BEEN ACHIEVED WITH CANCER SURVIVAL RATES IN OTHER AGE GROUPS, PROGRESS WITH AYA ONCOLOGY HAS REMAINED STAGNANT FOR NEARLY 30 YEARS. THIS COLLABORATION BETWEEN USC NORRIS COMPREHENSIVE CANCER CENTER, USC NORRIS CANCER HOSPITAL, CHILDREN'S HOSPITAL LOS ANGELES, AND LAC-USC COUNTY IS DEVELOPING A MULTI-DISCIPLINARY, COLLABORATIVE CARE MODEL THAT ADDRESSES THE UNIQUE NEEDS OF THE AYA POPULATION IN OUR COMMUNITY. 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 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. | |
| -FINALLY, TAXI VOUCHERS WERE MADE AVAILABLE BY BOTH HOSPITALS TO | TO ACCESSING HEALTH CARE. COMPLIMENTARY MEALS WERE ALSO MADE AVAILABLE TO COMMUNITY VOLUNTEERS, FAMILIES, AND COMMUNITY MEMBERS ACCESSING HEALTH EDUCATION AND SUPPORT GROUP SESSIONS. 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. | PATIENTS AND FAMILIES FOR WHOM ACCESSING TRANSPORTATION IS A BARRIER |
| STATE FILING OF COMMUNITY BENEFIT REPORT | 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 5(A): THE URL TO VIEW THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGIES FOR BOTH HOSPITALS IS: WWW.KECKMEDICINE.ORG/COMMUNITY-BENEFIT PART V, SECTION B, LINE 7: THE IMPLEMENTATION STRATEGY ADOPTED BY EACH HOSPITAL ACTIVELY ADDRESS 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 AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS NINETY PERCENT OF MEDICARE RATES. | A COMMUNITY BENEFIT REPORT FOR EACH HOSPITAL IS FILED IN CALIFORNIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 24TH STREET THEATRE | |||||||
| 1117 WEST 24TH ST | LOS ANGELES | CA | 90007 | 954607337 | 501(C)(3) | 28000 | GENERAL SUPPORT |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | 520535 | GENERAL SUPPORT |
| COMMUNITY SERVICES UNLIMITED | |||||||
| 1344 1/2 WEST MARTIN LUTHER KING JR | LOS ANGELES | CA | 90037 | 953218396 | 501(C)(3) | 52436 | GENERAL SUPPORT |
| ECCLA | |||||||
| 2801 SOUTH HOOVER ST | LOS ANGELES | CA | 90089 | 954230350 | 501(C)(3) | 623290 | GENERAL SUPPORT |
| HOOVER INTERGENERATIONAL CENTER | |||||||
| 3216 S HOOVER ST | LOS ANGELES | CA | 90007 | 953104017 | 501(C)(3) | 15000 | GENERAL SUPPORT |
| KIDS IN SPORTS | |||||||
| 3980 BILL ROBERTSON LN | LOS ANGELES | CA | 90037 | 954302067 | 501(C)(3) | 38000 | GENERAL SUPPORT |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | 953213958 | 501(C)(3) | 12000 | GENERAL SUPPORT |
| REDEEMER COMMUNITY PARTNERSHIP | |||||||
| 2706 BRIGHTON AVE | LOS ANGELES | CA | 90018 | 912144336 | 501(C)(3) | 17930 | GENERAL SUPPORT |
| THE LAUREL FOUNDATION | |||||||
| 1640 MARENGO AVE | LOS ANGELES | CA | 90033 | 954429260 | 501(C)(3) | 30000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 19922 | NumberOfRecipients |
| Amount Of Cash Grant | 413465056 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRYSOSTOMOS L NIKIAS | ||||||||||||
| PRESIDENT/Trustee | 972792 | 0 | 0 | 216194 | 275000 | 0 | 127538 | 0 | 1591524 | 0 | 0 | 0 |
| ELIZABETH GARRETT | ||||||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | 631393 | 0 | 100000 | 120389 | 25000 | 0 | 10886 | 0 | 887668 | 0 | 0 | 0 |
| ROBERT ABELES | ||||||||||||
| SR VP, FINANCE AND CFO | 534819 | 0 | 100000 | 52761 | 25000 | 0 | 16477 | 0 | 729057 | 0 | 0 | 0 |
| ALBERT R CHECCIO | ||||||||||||
| SR VP, UNIVERSITY ADVANCEMENT | 458700 | 0 | 100000 | 169285 | 25000 | 0 | 7418 | 0 | 760403 | 0 | 0 | 0 |
| TODD R DICKEY | ||||||||||||
| SR VP, ADMINISTRATION | 459305 | 0 | 100000 | 69883 | 25000 | 0 | 8863 | 0 | 663051 | 0 | 0 | 0 |
| THOMAS S SAYLES | ||||||||||||
| SR VP, UNIV relations | 314637 | 0 | 80000 | 79865 | 25000 | 0 | 1976 | 0 | 501478 | 0 | 0 | 0 |
| CAROL MAUCH AMIR | ||||||||||||
| SECRETARY/GENERAL COUNSEL | 414169 | 0 | 50000 | 51585 | 25000 | 0 | 21427 | 0 | 562181 | 0 | 0 | 0 |
| MITCHELL R CREEM | ||||||||||||
| CEO-UNIV&NORRIS(UNTIL 1/19/12) | 71428 | 0 | 0 | 980520 | 11389 | 0 | 1456 | 0 | 1064793 | 0 | 0 | 0 |
| JAMES G ELLIS | ||||||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | 461422 | 0 | 54000 | 27320 | 25000 | 0 | 18127 | 0 | 585869 | 0 | 0 | 0 |
| HOWARD A GILLMAN | ||||||||||||
| SEE SCHEDULE O FOR TITLE | 331273 | 0 | 51000 | 40345 | 25000 | 0 | 58075 | 0 | 505693 | 0 | 0 | 0 |
| THOMAS E JACKIEWICZ | ||||||||||||
| SR VP & CEO - USC HEALTH | 792605 | 0 | 241343 | 231481 | 25000 | 0 | 20803 | 0 | 1311232 | 0 | 0 | 0 |
| LISA ANN MAZZOCCO | ||||||||||||
| Chief Investment Officer | 575443 | 0 | 400000 | 107138 | 25000 | 0 | 13380 | 0 | 1120961 | 0 | 0 | 0 |
| CARMEN A PULIAFITO MD | ||||||||||||
| DEAN-KECK SCHOOL OF MED | 760403 | 0 | 123000 | 290058 | 25000 | 0 | 21466 | 0 | 1219927 | 0 | 0 | 0 |
| YANNIS C YORTSOS | ||||||||||||
| DEAN-VITERBI SCHOOL OF ENG. | 332671 | 0 | 50000 | 14597 | 25000 | 0 | 76605 | 0 | 498873 | 0 | 0 | 0 |
| MONTE LANE KIFFIN | ||||||||||||
| HEAD FOOTBALL COACH | 2542741 | 0 | 210700 | 300713 | 25000 | 0 | 19039 | 0 | 3098193 | 0 | 0 | 0 |
| VAUGHN A STARNES MD | ||||||||||||
| KSOM-DIST. PROF. OF SURGERY | 2470158 | 0 | 0 | 242673 | 25000 | 0 | 22317 | 0 | 2760148 | 0 | 0 | 0 |
| PATRICK C HADEN | ||||||||||||
| Athletic Director | 1248592 | 0 | 900000 | 242824 | 25000 | 0 | 23660 | 0 | 2440076 | 0 | 0 | 0 |
| MONTE GEORGE KIFFIN | ||||||||||||
| ASSISTANT FOOTBALL COACH | 1718654 | 0 | 5676 | 159013 | 25000 | 0 | 15820 | 0 | 1924163 | 0 | 0 | 0 |
| KEVIN O'NEILL | ||||||||||||
| HEAD COACH MEN'S BASKETBALL | 1469925 | 0 | 100000 | 180245 | 25000 | 0 | 23539 | 0 | 1798709 | 0 | 0 | 0 |
| STEVEN B SAMPLE | ||||||||||||
| FORMER PRESIDENT | 314475 | 0 | 0 | 1149304 | 25000 | 0 | 41783 | 0 | 1530562 | 0 | 121660 | 0 |
| MARTHA HARRIS | ||||||||||||
| FORMER SR VP, UNIV RELATIONS | 0 | 0 | 0 | 399044 | 0 | 0 | 956 | 0 | 400000 | 0 | 0 | 0 |
| ALAN KREDITOR | ||||||||||||
| FORMER SR VP, UNIV. ADVNMNT | 340855 | 0 | 0 | 28733 | 25000 | 0 | 15946 | 0 | 410534 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 2012 INCLUDED 4 OFFICERS, 4 KEY EMPLOYEES, 3 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 2012 INCLUDED 3 OFFICERS AND 3 HIGHEST COMPENSATED EMPLOYEES. TRAVEL FOR COMPANIONS: THE UNIVERSITY OF SOUTHERN CALIFORNIA ALLOWS 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 2012 INCLUDED 2 OFFICERS, 3 HIGHEST COMPENSATED EMPLOYEES, AND 1 FORMER OFFICER. TAX INDEMNIFICATION AND GROSS UP PAYMENTS: ONE KEY EMPLOYEE RECEIVED A TAX GROSS UP DURING CALENDAR YEAR 2012 OF $45,483 WHICH WAS REPORTED ON HIS FORM W-2 AS TAXABLE INCOME. HOUSING ALLOWANCE: ONE FORMER OFFICER RECEIVED A HOUSING ALLOWANCE DURING CALENDAR YEAR 2012 WHICH WAS PROVIDED FOR IN HIS EMPLOYMENT CONTRACT 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 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 2012 INCLUDED 7 OFFICERS, 5 KEY EMPLOYEES, 1 HIGHEST COMPENSATED EMPLOYEE, AND 2 FORMER OFFICERS. PERSONAL SERVICES: CERTAIN INDIVIDUALS RECEIVED PERSONAL SERVICES, INCLUDING FINANCIAL PLANNING AND OUTPLACEMENT SERVICES. 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 2012 INCLUDED 5 OFFICERS, 2 KEY EMPLOYEES, 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. |
| LINE 4A: | IN CONNECTION WITH THE TERMS OF HIS SEPARATION FROM THE UNIVERSITY, MITCHELL R. CREEM, THE CEO OF UNIVERSITY HOSPITAL AND NORRIS CANCER HOSPITAL UNTIL 1/19/12, WAS PAID $875,854 DURING CALENDAR YEAR 2012. IN CONNECTION WITH THE TERMS OF HER RETIREMENT FROM THE UNIVERSITY, MARTHA HARRIS, FORMER SR VP, UNIVERSITY RELATIONS, WAS PAID $399,044 DURING CALENDAR YEAR 2012. 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 SECOND ANNUAL SERP INSTALLMENT IN THE AMOUNT OF $940,695 IN 2012. CHRYSOSTOMOS L. NIKIAS: DURING 2012 DR. CHRYSOSTOMOS L. NIKIAS PARTICIPATED IN A "DEFINED CONTRIBUTION" NON-QUALIFIED RETIREMENT PLAN, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, TO WHICH AN AMOUNT EQUAL TO 25% OF DR. NIKIAS' BASE SALARY WAS CREDITED BY THE UNIVERSITY. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). 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 PERMITED 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 K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2003B | ||||||||
| A | 521705592 | 130175YS5 | 2003-07-08 | 13957853 | REFINANCING SERIES 1993 AND 1993B | false | false | false |
| CEFA - SERIES 2005 | ||||||||
| B | 521705592 | 1301757U0 | 2005-08-03 | 69564157 | REFINANCING SERIES 1997A AND 1997C | false | false | false |
| CEFA - SERIES 2007A | ||||||||
| C | 521705592 | 130178HC3 | 2007-05-24 | 266125246 | CONST. & REFIN. SERIES 2003A AND C | false | false | false |
| CEFA - SERIES 2009A | ||||||||
| D | 521705592 | 130178RW8 | 2009-01-15 | 216627251 | CONSTRUCTION & HOSPITAL ACQUISITIO | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 10140338 | 0 | 13957853 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13957853 | 0 | true | false | true | true | |
| B | 5434034 | 0 | 69564157 | 0 | 0 | 0 | 641455 | 0 | 0 | 0 | 68738628 | 0 | false | true | true | true | |
| C | 6926507 | 0 | 271228390 | 0 | 0 | 0 | 1702833 | 0 | 0 | 108008373 | 161923692 | 0 | false | true | true | true | 2010 |
| D | 0 | 0 | 217020457 | 0 | 0 | 0 | 1627251 | 0 | 0 | 215393206 | 0 | 0 | false | false | true | true | 2012 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Engage Bond Counsel ContractsEngageBondCounselContracts | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0 | ||||||||||||
| C | 0.00270 | false | true | false | true | true | 0.00270 | false | false | false | true | ||
| D | 0.00050 | false | true | true | true | true | 0.00110 | false | false | false | true | true | 0.00060 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | true | false | true | false | true | false | false | 0 | true | true |
| 0 | ||||||||||
| B | false | false | false | true | false | false | false | 0 | false | true |
| 0 | ||||||||||
| C | false | false | false | true | false | false | false | 0 | false | true |
| 0 | ||||||||||
| D | false | true | false | false | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART II, LINE 3 | Identifier |
| Return Reference | 0 | ReturnReference |
| 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, 2013. | Explanation |
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 |
|---|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2009B | ||||||||
| A | 521705592 | 130178SC1 | 2009-02-25 | 201288071 | CONSTRUCTION & HOSPITAL ACQUISITIO | false | false | false |
| CEFA - SERIES 2009C | ||||||||
| B | 521705592 | 130178TF3 | 2009-07-09 | 91457316 | REFINANCING SERIES 1998A AND 1999 | false | false | false |
| CEFA - SERIES 2012A | ||||||||
| C | 521705592 | 130178R81 | 2012-08-29 | 52904681 | REFINANCING SERIES 2003A&C | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 484010 | 0 | 201596059 | 0 | 0 | 0 | 1288071 | 0 | 0 | 200307988 | 0 | 0 | 2012 | false | false | true | true |
| B | 2440618 | 0 | 91457316 | 0 | 0 | 0 | 734160 | 0 | 0 | 0 | 90723156 | 0 | true | false | true | true | |
| C | 948757 | 0 | 52904681 | 0 | 0 | 0 | 574965 | 0 | 0 | 0 | 52329716 | 0 | false | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | true | true | true | true | true | 0.00050 | 0.00030 | 0.00080 | false | false | false | true |
| B | 0 | ||||||||||||
| C | false | true | true | true | true | true | 0.00340 | 0.00340 | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | true | false | false | false | false | false | 0 | false | true |
| 0 | ||||||||||
| B | false | true | false | false | false | false | false | 0 | false | true |
| 0 | ||||||||||
| C | false | true | false | false | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
Schedule L IRS990ScheduleL
Loan Table LoanTable (14 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement | Loan To OrganizationLoanToOrganization |
|---|---|---|---|---|---|---|---|---|
| CARMEN PULIAFITO MD | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $800,000 | 685012 | false | false | true | |
| CARMEN PULIAFITO MD | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $1,200,000 | 200000 | false | false | true | |
| ALBERT CHECCIO | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $1,000,000 | 800000 | false | true | true | |
| ALBERT CHECCIO | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $500,000 | 464532 | false | true | true | |
| ELIZABETH GARRETT | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $350,000 | 322101 | false | false | true | |
| ELIZABETH GARRETT | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $150,000 | 60000 | false | false | true | |
| ANDRES MARMOR | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $350,000 | 322101 | false | false | true | |
| ANDRES MARMOR | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $150,000 | 60000 | false | false | true | |
| MONTE LANE KIFFIN | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $1,500,000 | 1300000 | false | false | true | |
| MONTE LANE KIFFIN | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $500,000 | 500000 | false | false | true | |
| BW HUGHES LIVING TRUST | ||||||||
| FORMER TRUSTEE | TRUSTEE LOAN | $15,000,000 | 15000000 | false | false | true | X | |
| BW HUGHES LIVING TRUST | ||||||||
| FORMER TRUSTEE | TRUSTEE LOAN | $25,000,000 | 24992780 | false | false | true | X | |
| THOMAS JACKIEWICZ | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $700,000 | 560000 | false | true | true | |
| THOMAS JACKIEWICZ | ||||||||
| EMPLOYEE | HOUSING LOAN | X | $800,000 | 780465 | false | true | true | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 46046991 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (21 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CHRISTOPHER B ALLEN | |||
| SON-IN-LAW OF TRUSTEE | 115829 | USC EMPLOYEE | false |
| ADAM DUNCAN | |||
| SON-IN-LAW OF TRUSTEE | 248497 | USC EMPLOYEE | false |
| ANDRES MARMOR | |||
| SPOUSE OF OFFICER | 386081 | USC EMPLOYEE | false |
| ROBERT MARTIN | |||
| BROTHER OF TRUSTEE | 21780 | USC EMPLOYEE | false |
| NIKI C NIKIAS | |||
| SPOUSE OF OFFICER | 127438 | USC EMPLOYEE | false |
| SHAYNE PADGETT | |||
| DAUGHTER OF TRUSTEE | 64814 | USC EMPLOYEE | false |
| JANET PINE | |||
| SPOUSE OF KEY EMPLOYEE | 111135 | USC EMPLOYEE | false |
| AIG | |||
| TRUSTEE ON BOARD | 1690498 | INSURANCE | false |
| AMERICAN FUNDS SERVICE CO | |||
| KEY EMPLOYEE ON BOARD | 500000 | INVESTMENTS | false |
| AMGEN CORPORATION | |||
| TRUSTEE ON BOARD | 122194 | BIOTECH SERVICES | false |
| APPLE COMPUTER | |||
| TRUSTEE ON BOARD | 10536902 | EQUIPMENT & SOFTWARE | false |
| BANK OF AMERICA | |||
| TRUSTEE ON BOARD | 444284 | BANKING FEES | false |
| CHEVRON | |||
| TRUSTEE ON BOARD | 3204388 | GRANTS & SPONSORSHIP | false |
| CHEVRON | |||
| TRUSTEE ON BOARD | 283687 | FUEL | false |
| CISCO SYSTEMS INC | |||
| TRUSTEE ON BOARD | 1607088 | NETWORKING SERVICES | false |
| INTERIOR DEMOLITION | |||
| SON-IN-LAW OF OFF. IS VP | 120230 | DEMOLITION WORK | false |
| NEWPORT CORPORATION | |||
| TRUSTEE ON BOARD | 202098 | EQUIPMENT | false |
| SEQUOIA CAPITAL | |||
| TRUSTEE IS MANAGING PTR | 150000 | LP CAPITAL DISTRIBUTION | false |
| TUTOR-SALIBA CORPORATION | |||
| TRUSTEE IS PRESIDENT/CEO | 6824405 | CONSTRUCTION SERVICES | false |
| URS GROUP | |||
| TRUSTEE ON BOARD | 226400 | ENGINEERING SERVICES | false |
| WALT DISNEY COMPANY | |||
| TRUSTEE ON BOARD | 615722 | ENTERTAINMENT | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt |
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 502000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 213 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 39651940 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HIGH-LOW AVERAGE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 169500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | EQUIPMENT | Description |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 623780 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 7 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, PART 1, 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 | SPONSORED RESEARCH: THE MAJOR RESEARCH IS IN MEDICINE, ENGINEERING AND THE SCIENCES. THE INSTITUTION HAS 674 CONTRACTS/GRANTS AWARDED BY THE FEDERAL GOVERNMENT AND 632 AWARDED IN 2012-2013 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. | OTHER PROGRAM SERVICES |
| 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 EDWARD P. ROSKI, JR. 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. FORM 990, PART VI, LINE 4 THE UNIVERSITY BYLAWS WERE AMENDED TO INCREASE THE MAXIMUM SIZE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FROM FOURTEEN TO SIXTEEN MEMBERS OF THE BOARD; UPDATE THE QUORUM REQUIREMENT FOR EXECUTIVE COMMITTEE MEETINGS SUCH THAT A MAJORITY OF THE EXECUTIVE COMMITTEE MEMBERS THEN IN OFFICE (RATHER THAN A MAJORITY OF THE AUTHORIZED NUMBER OF MEMBERS) CONSTITUTES A QUORUM OF THE EXECUTIVE COMMITTEE; CODIFY IN THE BYLAWS THE AUTHORITY THE PRESIDENT OF THE UNIVERSITY OR HIS/HER DESIGNEE TO FIX ALL TERMS AND CONDITIONS OF ANY PURCHASE, SALE, OR LEASE OF THE UNIVERSITY'S REAL PROPERTY UP TO $5 MILLION AND OF THE PRESIDENT OF THE UNIVERSITY OR HIS/HER DESIGNEE JOINTLY WITH THE CHAIRMAN OF THE BOARD TO FIX ALL TERMS AND CONDITIONS OF ANY PURCHASE, SALE, OR LEASE OF THE UNIVERSITY'S REAL PROPERTY UP TO $10 MILLION (THIS AUTHORITY HAD BEEN PREVIOUSLY GRANTED BY THE FINANCE COMMITTEE BY RESOLUTION); CLARIFY THAT THE SECRETARY OF THE UNIVERSITY HAS SUCH POWERS AND DUTIES AS ARE INCIDENT TO HIS/HER OFFICE; AND CLARIFY THAT THE PRESIDENT OF THE UNIVERSITY HAS THE AUTHORITY TO CONFER AN HONORARY DEGREE UPON THE PRESENTER OF THE UNIVERSITY'S ANNUAL COMMENCEMENT ADDRESS. | |
| 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 HOWARD A. GILLMAN IS: DEAN-DORNSIFE COLLEGE OF LETTERS, ARTS, AND SCIENCES UNTIL 6/30/12 AND PROFESSOR FROM 7/01/12. | |
| FORM 990, PART XI, LINE 9 | PRESENT VALUE ADJUSTMENT TO TRUST LIABILITY ($7,915,338) -------------- ($7,915,338) | OTHER CHANGES IN NET ASSETS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USC GATEWAY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY GARDENS - UGB203 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90089 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202108058 | EIN |
| Primary Activities | PROPERTY MGMT | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 119502 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | true |
| LORD FOUNDATION OF CALIFORNIA | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 953168340 | USC SUPPORT | CA | 501(C)(3) | 11A | USC | true |
| DAVID X MARKS FOUNDATION | ||||||||||
| C/O USC UGB203 | LOS ANGELES | CA | 90089 | 956034304 | USC SUPPORT | CA | 501(C)(3) | 11A | USC | 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 | true |
| HEALTH RESEARCH ASSOCIATION INC | ||||||||||
| 1640 MARENGO STREET 7TH FL | LOS ANGELES | CA | 90089 | 951683862 | MED. RESEARCH | CA | 501(C)(3) | 4 | USC | 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 | 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 | 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 | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAY ROBERTS DEWRIGHT TRUST | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 956284845 | USC SUPPORT | CA | NA | T | 803773 | 8169595 | 1.00000 | true |
| INTEGRATED DIGITAL ASSET CORPORATION | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 954680904 | 3RD PARTY CON | CA | NA | C | 0 | 100 | 1.00000 | true |
| CHARITABLE REMAINDER TRUST (264) | ||||||||||||
| FUNDRAISING | NA | T | true | |||||||||
| POOLED INCOME FUND (2) | ||||||||||||
| FUNDRAISING | CA | NA | T | true | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | 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 | true | 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 | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ICT PRODUCTIONS INC | ||
| R | 501907 | FMV |
| LORD FOUNDATION OF CALIFORNIA | ||
| S | 1042294 | FMV |
| LORD FOUNDATION OF CALIFORNIA | ||
| C | 1650000 | FMV |
| USC CARE MEDICAL GROUP INC | ||
| Q | 194073171 | FMV |
| MAY ROBERTS DEWRIGHT TRUST | ||
| S | 678119 | FMV |
| MAY ROBERTS DEWRIGHT TRUST | ||
| C | 636014 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| A | 129823 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| E | 4439270 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| K | 970762 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| Q | 3280322 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| R | 742274 | FMV |
| HEALTH RESEARCH ASSOCIATION INC | ||
| S | 1097383 | FMV |
| DAVID X MARKS FOUNDATION | ||
| C | 1234700 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE 4, COLUMN (C) | Identifier |
| Explanation | THE LEGAL DOMICILES OF THE CHARITABLE REMAINDER TRUSTS INCLUDE: CA, CO, FL, HI, IL, IN, NV, NY, NC. | Explanation |