UNIVERSITY OF SOUTHERN CALIFORNIA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTHERN CALIFORNIA (EIN 95-1642394)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349305242
- Schema version
- 2011v1.5
- 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 | 2013-05-15T12:32:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 |
| 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 |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 3607154572 | 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 | 54 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26100 | TotalNbrEmployees |
| Total Gross UBI | 53792988 | TotalGrossUBI |
| Contributions Grants Prior Year | 1029333297 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 848815407 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2417920422 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2595198833 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 206738312 | InvestmentIncomePriorYear |
| Investment Income Current Year | 160130046 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2290335 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2394879 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3656282366 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3606539165 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 369476211 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 416149397 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1727326128 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1898194370 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 43406032 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1016078871 | OtherExpensePriorYear |
| Other Expenses Current Year | 1067467561 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3112881210 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3381811328 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 543401156 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 224727837 | RevenuesLessExpensesCY |
| Total Assets BOY | 7321980809 | TotalAssetsBOY |
| Total Assets EOY | 7759326807 | TotalAssetsEOY |
| Total Liabilities BOY | 1868210870 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2243920048 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5453769939 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5515406759 | 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 | 1478916069 | Expense |
| Grants | 411423677 | Grants |
| Revenue | 1365963351 | Revenue |
| Description | INSTRUCTION: 17,414 STUDENTS IN UNDERGRADUATE CLASSES: 20,596 STUDENTS IN GRADUATE AND PROFESSIONAL CLASSES: 4,539 BACHELOR DEGREES CONFERRED AND 7,654 ADVANCED DEGREES CONFERRED IN 2011-2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 889903000 | Expense |
| Grants | 0 | Grants |
| Revenue | 597831556 | 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 | 285691000 | Expense |
| Grants | 0 | Grants |
| Revenue | 254857238 | Revenue |
| Description | AUXILIARY ENTERPRISES: APPROXIMATELY 37,000 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 | 394935362 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 4754362 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 376546688 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3049445431 | 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 | 6725 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 26100 | 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 | 54 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | 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 |
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (77 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| WALLIS ANNENBERG | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WANDA M AUSTIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LISA BARKETT | |||||||||
| TRUSTEE (FROM 6/06/12) | 1.0 | X | 0 | 0 | 0 | ||||
| THOMAS BARRACK | |||||||||
| TRUSTEE (FROM 6/06/12) | 1.0 | X | 0 | 0 | 0 | ||||
| MARC R BENIOFF | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOSEPH M BOSKOVICH | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| GREGORY P BRAKOVICH | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RICK J CARUSO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ALAN I CASDEN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RONNIE C CHAN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| YANG HO CHO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CHRISTOPHER COX | |||||||||
| TRUSTEE (from 10/5/11) | 1.0 | X | 0 | 0 | 0 | ||||
| FRANK H CRUZ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RICHARD A DEBEIKES JR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DAVID H DORNSIFE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DANIEL J EPSTEIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CAROL CAMPBELL FOX | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CHENGYU FU | |||||||||
| TRUSTEE (from 10/5/11) | 1.0 | X | 0 | 0 | 0 | ||||
| STANLEY P GOLD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| TAMARA HUGHES GUSTAVSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JANE HARMAN | |||||||||
| TRUSTEE (from 12/7/11) | 1.0 | X | 0 | 0 | 0 | ||||
| MING HSIEH | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RAY R IRANI | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| SUZANNE NORA JOHNSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LYDIA H KENNARD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KENNETH R KLEIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN KUSMIERSKY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DANIEL D LANE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DAVID L LEE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MONICA C LOZANO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN C MARTIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KATHLEEN L MCCARTHY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JAMIE MCCOURT | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN MORK | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JERRY W NEELY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CHRYSOSTOMOS L NIKIAS | |||||||||
| PRESIDENT/Trustee | 50.0 | X | 1079974 | 0 | 359152 | X | |||
| ROBERT PADGETT | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOAN A PAYDEN | |||||||||
| TRUSTEE (UNTIL 6/6/12) | 1.0 | X | 0 | 0 | 0 | ||||
| JANE HOFFMAN POPOVICH | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BLAKE QUINN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LORNA Y REED | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LINDA JOHNSON RICE | |||||||||
| TRUSTEE (UNTIL 6/6/12) | 1.0 | X | 0 | 0 | 0 | ||||
| EDWARD P ROSKI JR | |||||||||
| CHAIRMAN, BOARD OF TRUSTEES | 1.0 | X | 0 | 0 | 0 | X | |||
| BARBARA J ROSSIER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM J SCHOEN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM EB SIART | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT H SMITH | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JEFFREY H SMULYAN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| STEVEN SPIELBERG | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MARK A STEVENS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RONALD D SUGAR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RATAN N TATA | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DANIEL M TSAI | |||||||||
| TRUSTEE (from 4/1/12) | 1.0 | X | 0 | 0 | 0 | ||||
| RONALD N TUTOR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANDREW J VITERBI | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIS B WOOD JR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ELIZABETH GARRETT | |||||||||
| PROVOST/SR VP ACADEMIC AFFAIRS | 50.0 | 769622 | 0 | 40696 | X | ||||
| ROBERT ABELES | |||||||||
| SR VP, FINANCE AND CFO | 50.0 | 657836 | 40676 | X | |||||
| ALBERT R CHECCIO | |||||||||
| SR VP, UNIVERSITY ADVANCEMENT | 50.0 | 687770 | 0 | 34547 | X | ||||
| TODD R DICKEY | |||||||||
| SR VP, ADMINISTRATION | 50.0 | 598655 | 0 | 33078 | X | ||||
| THOMAS S SAYLES | |||||||||
| SR VP, UNIV relations | 50.0 | 329627 | 0 | 26355 | X | ||||
| CAROL MAUCH AMIR | |||||||||
| SECRETARY/General Counsel | 50.0 | 475860 | 0 | 45916 | X | ||||
| MITCHELL R CREEM | |||||||||
| CEO-UNIV & NORRIS HOSPITALS | 50.0 | 819765 | 0 | 70253 | X | ||||
| JAMES G ELLIS | |||||||||
| DEAN-MARSHALL SCHOOL OF BUS. | 50.0 | 519882 | 0 | 42354 | X | ||||
| HOWARD A GILLMAN | |||||||||
| DEAN-DORNSIFE COLL OF LA&S | 50.0 | 482405 | 0 | 87523 | X | ||||
| LISA ANN MAZZOCCO | |||||||||
| Chief Investment Officer | 50.0 | 605757 | 19468 | X | |||||
| CARMEN A PULIAFITO MD | |||||||||
| DEAN-KECK SCHOOL OF MED | 50.0 | 1144013 | 0 | 45510 | X | ||||
| YANNIS C YORTSOS | |||||||||
| DEAN-VITERBI SCHOOL OF ENG. | 50.0 | 386580 | 0 | 90521 | X | ||||
| VAUGHN A STARNES MD | |||||||||
| KSOM-DIST. PROF. OF SURGERY | 50.0 | 2713965 | 0 | 46619 | X | ||||
| MONTE LANE KIFFIN | |||||||||
| HEAD FOOTBALL COACH | 50.0 | 2550908 | 0 | 43183 | X | ||||
| PATRICK C HADEN | |||||||||
| Athletic Director | 50.0 | 2208473 | 39205 | X | |||||
| MONTE GEORGE KIFFIN | |||||||||
| ASSISTANT FOOTBALL COACH | 50.0 | 1752436 | 39119 | X | |||||
| KEVIN O'NEILL | |||||||||
| HEAD COACH MEN'S BASKETBALL | 50.0 | 1670066 | 0 | 47683 | X | ||||
| STEVEN B SAMPLE | |||||||||
| FORMER PRESIDENT | 40.0 | 1749742 | 65901 | X | |||||
| ALAN KREDITOR | |||||||||
| FORMER SR. VP, UNIV. ADVNMNT | 40.0 | 360900 | 0 | 40188 | X | ||||
| MARTHA HARRIS | |||||||||
| FORMER SR VP, UNIV RELATIONS | 35.0 | 296163 | 31691 | X | |||||
| Dennis F Dougherty | |||||||||
| Former SR VP & CFO | 20.0 | 101084 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 21961483 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1289638 | TotalOtherCompensation |
| Number Individuals GT100 K | 3283 | 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 |
|---|---|---|---|---|---|
| 2TOR INC | |||||
| 1150 S OLIVE STREET SUITE 2050 | LOS ANGELES | CA | 90015 | CONSULTING | 29409706 |
| USC CARE MEDICAL GROUP | |||||
| 1510 SAN PABLO STREET | LOS ANGELES | CA | 900334613 | PATIENT CARE | 23400462 |
| TUTOR-SALIBA CORPORATION | |||||
| 15901 OLDEN STREET | SYLMAR | CA | 91342 | CONSTRUCTION SVCS | 17867577 |
| HATHAWAY DINWIDDIE CONSTRUCTION CO | |||||
| 275 BATTERY STREET STE 300 | SAN FRANCISCO | CA | 941113330 | CONSTRUCTION SVCS | 12498601 |
| ARAMARK CORPORATION | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | MAINTENANCE SERVICES | 12332000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 553 | NumberOfContractorsGT100K |
| Government Grants | 323160612 | GovernmentGrants |
| All Other Contributions | 525654795 | AllOtherContributions |
| Noncash Contributions | 39125663 | NoncashContributions |
| Total Contributions | 848815407 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 900099 | 1365963351 | 1365963351 | |
| SALES & SERVICE | 900099 | 28901825 | 28901825 | |
| AUXILIARY ENTERPRISES | 900099 | 254857238 | 203126778 | 51730460 |
| PROFESSIONAL SERVICES AGREEMENT | 900099 | 119501213 | 119501213 | |
| NET PATIENT SERVICE | 900099 | 597831556 | 597831556 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 228143650 | TotalRevenueColumn |
| Related Or Exempt Function Income | 228143650 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2595198833 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57916360 | TotalRevenueColumn |
| Unrelated Business Revenue | -5409917 | UnrelatedBusinessRevenue |
| Exclusion | $63,326,277 | 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 | 2197867 | TotalRevenueColumn |
| Exclusion | $2,197,867 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102213686 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102213686 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102213686 | TotalRevenueColumn |
| Unrelated Business Revenue | 7472445 | UnrelatedBusinessRevenue |
| Exclusion | $94,741,241 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 812419 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 615407 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197012 | TotalRevenueColumn |
| Exclusion | $197,012 | 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 | 3606539165 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2543468373 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 53792988 | UnrelatedBusinessRevenue |
| Exclusion | $160,462,397 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1181576 | Total |
| Program Services | 1181576 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411423677 | Total |
| Program Services | 411423677 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3544144 | Total |
| Program Services | 3544144 | 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 | 10050309 | Total |
| Program Services | 6371959 | ProgramServices |
| Management And General | 2781070 | ManagementAndGeneral |
| Fundraising | 897280 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3715624 | Total |
| Program Services | 1339513 | ProgramServices |
| Management And General | 907655 | ManagementAndGeneral |
| Fundraising | 1468456 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1451511437 | Total |
| Program Services | 1306333628 | ProgramServices |
| Management And General | 124681258 | ManagementAndGeneral |
| Fundraising | 20496551 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121951188 | Total |
| Program Services | 104580634 | ProgramServices |
| Management And General | 15065176 | ManagementAndGeneral |
| Fundraising | 2305378 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226471283 | Total |
| Program Services | 194213036 | ProgramServices |
| Management And General | 27977010 | ManagementAndGeneral |
| Fundraising | 4281237 | 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 | 6663969 | Total |
| Management And General | 6663969 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2128176 | Total |
| Management And General | 2128176 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1169463 | Total |
| Program Services | 1169463 | 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 | 10681104 | Total |
| Management And General | 10681104 | 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 | 589139233 | Total |
| Program Services | 551887545 | ProgramServices |
| Management And General | 25887950 | ManagementAndGeneral |
| Fundraising | 11363738 | 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 | 35879277 | Total |
| Program Services | 34189861 | ProgramServices |
| Management And General | 1645763 | ManagementAndGeneral |
| Fundraising | 43653 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53386263 | Total |
| Program Services | 50065501 | ProgramServices |
| Management And General | 2561691 | ManagementAndGeneral |
| Fundraising | 759071 | 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 | 61239555 | Total |
| Program Services | 23169980 | ProgramServices |
| Management And General | 38066201 | ManagementAndGeneral |
| Fundraising | 3374 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159238000 | Total |
| Program Services | 148637000 | ProgramServices |
| Management And General | 10411000 | ManagementAndGeneral |
| Fundraising | 190000 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9063855 | Total |
| Management And General | 9063855 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COST OF GOODS SOLD | 85752000 | 85752000 |
| UNIVERSITY SERVICES | 53126666 | 53126666 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3381811328 | Total |
| Program Services | 3049445431 | ProgramServices |
| Management And General | 288959865 | ManagementAndGeneral |
| Fundraising | 43406032 | 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 | 865775780 | BOY |
| EOY | 894317185 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396774874 | BOY |
| EOY | 434214622 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265295025 | BOY |
| EOY | 290215055 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3775158 | BOY |
| EOY | 5403858 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457698 | BOY |
| EOY | 420017 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79386979 | BOY |
| EOY | 78298105 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19949131 | BOY |
| EOY | 17462192 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124179433 | BOY |
| EOY | 129174827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3759080209 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1500237262 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133471623 | BOY |
| EOY | 2258842947 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1576852523 | BOY |
| EOY | 1764419333 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1593745353 | BOY |
| EOY | 1597361227 | 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 | 262317232 | BOY |
| EOY | 289197439 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7321980809 | BOY |
| EOY | 7759326807 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300098349 | BOY |
| EOY | 352208639 | 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 | 122262407 | BOY |
| EOY | 145871407 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895241827 | BOY |
| EOY | 890014099 | 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 | 31280750 | BOY |
| EOY | 15000000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8563167 | BOY |
| EOY | 305899508 | 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 | 510764370 | BOY |
| EOY | 534926395 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1868210870 | BOY |
| EOY | 2243920048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2618600486 | BOY |
| EOY | 2603763004 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227569859 | BOY |
| EOY | 1258431762 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1607599594 | BOY |
| EOY | 1653211993 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5453769939 | BOY |
| EOY | 5515406759 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7321980809 | BOY |
| EOY | 7759326807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 224727837 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -163091017 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | $1,169,463 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Total Lobbying Expenditures IIB | 1169463 | 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 | 148206977 | BeginningBalance |
| Additions During Year | 1653552 | AdditionsDuringYear |
| Distributions During Year | 8081039 | DistributionsDuringYear |
| Ending Balance | 141779490 | EndingBalance |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| 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 | 118588936 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3322631891 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 115119606 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3346023447 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| 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 | 110447119 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2795499323 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| 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 | 108204255 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2528445000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.30200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69800 | 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 | 136373206 | OtherCostOrOtherBasis |
| Book Value | 136373206 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2629785379 | OtherCostOrOtherBasis |
| Depreciation | 974738989 | Depreciation |
| Book Value | 1655046390 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 451871256 | OtherCostOrOtherBasis |
| Depreciation | 311421522 | Depreciation |
| Book Value | 140449734 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 541050368 | OtherCostOrOtherBasis |
| Depreciation | 214076751 | Depreciation |
| Book Value | 326973617 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2258842947 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUND | 590368569 | F |
| PRIVATE EQUITY | 1006992658 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1597361227 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FOR ANNUITIES PAYABLES | $145,354,915 |
| SELF INSURANCE RESERVES | $134,925,760 |
| FEDERAL STUDENT LOAN FUNDS | $67,410,604 |
| OBLIGATION | $101,436,953 |
| REFUNDABLE ADVANCES | $18,959,545 |
| CAPITAL LEASE OBLIGATION | $59,944,245 |
| OTHER LIABILITIES | $6,894,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 534926395 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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 OF SOUTHERN CALIFORNIA STRIVES TO BUILD A COMMUNITY IN WHICH EACH PERSON RESPECTS THE RIGHTS OF OTHER PEOPLE TO BE PROUD OF WHO AND WHAT THEY ARE, TO LIVE, WORK AND LEARN IN PEACE AND DIGNITY, AND TO HAVE AN 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 OF SOUTHERN CALIFORNIA IS FIRMLY COMMITTED TO COMPLYING WITH ALL APPLICABLE LAWS AND GOVERNMENTAL REGULATIONS AT THE FEDERAL, STATE AND LOCAL LEVELS 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 RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGION, GENDER, SEXUAL ORIENTATION, AGE, PHYSICAL DISABILITY, MENTAL DISABILITY, DISABLED VETERAN OR VETERAN OF THE VIETNAM ERA, OR ANY OTHER CHARACTERISTIC WHICH MAY FROM TIME TO TIME BE SPECIFIED IN SUCH LAWS AND REGULATIONS. THIS POLICY ALSO SHALL APPLY TO THE ADMINISTRATION OF ANY OF THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES. GENDER INCLUDES BOTH THE ACTUAL SEX OF AN EMPLOYEE OR APPLICANT FOR EMPLOYMENT 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. AN OTHERWISE QUALIFIED INDIVIDUAL MUST NOT BE DISCRIMINATED AGAINST OR EXCLUDED FROM ADMISSION, EMPLOYMENT OR PARTICIPATION IN EDUCATIONAL PROGRAMS AND ACTIVITIES SOLELY BY REASON OF HIS OR HER DISABILITY. THIS POLICY APPLIES TO ALL PERSONNEL ACTIONS SUCH AS RECRUITING, HIRING, PROMOTION, COMPENSATION, BENEFITS, TRANSFERS, LAYOFFS, RETURN FROM LAYOFF, TRAINING, EDUCATION, TUITION ASSISTANCE AND OTHER PROGRAMS. THIS GOOD FAITH EFFORT TO COMPLY IS MADE EVEN WHEN SUCH LAWS AND REGULATIONS CONFLICT WITH EACH OTHER. THE UNIVERSITY OF SOUTHERN CALIFORNIA 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, AND THE AMERICANS WITH DISABILITIES ACT OF 1990 WHICH RESPECTIVELY PROHIBIT DISCRIMINATION. 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 (55 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 | |
| East Asia and the Pacific | 1 | 6 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| Europe (Including Iceland and Greenland) | 1 | 11 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| Middle East and North Africa | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| North America | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| Russia and the Newly Independent States | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| Sub-Saharan Africa | 0 | 1 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| South America | 0 | 0 | Program Services | INSTRUCT,EXCUR,TRAVEL | |
| Central America and the Caribbean | 0 | 0 | Program Services | RESEARCH | |
| East Asia and the Pacific | 0 | 1 | Program Services | RESEARCH | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | RESEARCH | |
| Middle East and North Africa | 0 | 0 | Program Services | RESEARCH | |
| North America | 1 | 2 | Program Services | RESEARCH | |
| Russia and the Newly Independent States | 0 | 0 | Program Services | RESEARCH | |
| South America | 0 | 0 | Program Services | RESEARCH | |
| South Asia | 0 | 0 | Program Services | RESEARCH | |
| Sub-Saharan Africa | 0 | 0 | Program Services | RESEARCH | |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| Middle East and North Africa | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| North America | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| Russia and the Newly Independent States | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| South America | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| South Asia | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDENT TRAVEL ABROAD | |
| Central America and the Caribbean | 0 | 0 | Program Services | STAFF TRAVEL ABROAD | |
| East Asia and the Pacific | 0 | 0 | Program Services | STAFF TRAVEL ABROAD | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STAFF TRAVEL ABROAD | |
| North America | 0 | 0 | Program Services | STAFF TRAVEL ABROAD | |
| South America | 0 | 0 | Program Services | STAFF TRAVEL ABROAD | |
| Middle East and North Africa | 0 | 0 | Program Services | RECRUITMENT | |
| East Asia and the Pacific | 0 | 0 | Program Services | RECRUITMENT | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | RECRUITMENT | |
| South America | 0 | 0 | Program Services | RECRUITMENT | |
| East Asia and the Pacific | 5 | 8 | Program Services | RECRUIT,PART,STUD OPP | |
| North America | 1 | 1 | Program Services | RECRUIT,PART,STUD OPP | |
| South Asia | 1 | 1 | Program Services | RECRUIT,PART,STUD OPP | |
| East Asia and the Pacific | 0 | 0 | Program Services | GLOBALIZATION-TRAVEL | |
| Middle East and North Africa | 0 | 0 | Program Services | GLOBALIZATION-TRAVEL | |
| North America | 0 | 0 | Program Services | GLOBALIZATION-TRAVEL | |
| South America | 0 | 0 | Program Services | GLOBALIZATION-TRAVEL | |
| South Asia | 0 | 0 | Program Services | GLOBALIZATION-TRAVEL | |
| East Asia and the Pacific | 0 | 66 | Program Services | INTER EXPER LEARNING | |
| Russia and the Newly Independent States | 0 | 0 | Program Services | INTER EXPER LEARNING | |
| South America | 0 | 12 | Program Services | INTER EXPER LEARNING | |
| South Asia | 0 | 4 | Program Services | INTER EXPER LEARNING | |
| Middle East and North Africa | 0 | 2 | Program Services | INTER EXPER LEARNING | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | ||
| North America | 0 | 0 | Grantmaking | ` | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | ||
| Middle East and North Africa | 0 | 0 | Grantmaking | ||
| Central America and the Caribbean | 0 | 0 | Investments | 473580499 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 87296558 | |
| North America | 0 | 0 | Investments | 94932849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 3 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 22 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 7 | ContNumberOfOffices |
| Cont Number Of Employees | 94 | ContNumberOfEmployees |
| Total Number Of Offices | 10 | TotalNumberOfOffices |
| Total Number Of Employees | 116 | TotalNumberOfEmployees |
| Cont Amount Spent | 655809906 | ContAmountSpent |
| Total Amount Spent | 655809906 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (18 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Europe/Iceland/Greenland | RSCH SUBAWRD | 103716 | WIRE/CHECK | FMV |
| North America | RSCH SUBAWRD | 22578 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 14890 | WIRE/CHECK | FMV |
| North America | RSCH SUBAWRD | 28208 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 316469 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 13945 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 195498 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 159370 | WIRE/CHECK | FMV |
| East Asia/Pacific | RSCH SUBAWRD | 29001 | WIRE/CHECK | FMV |
| East Asia/Pacific | RSCH SUBAWRD | 36089 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 23502 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 576878 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 1574199 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 9500 | WIRE/CHECK | FMV |
| Europe/Iceland/Greenland | RSCH SUBAWRD | 61457 | WIRE/CHECK | FMV |
| North America | RSCH SUBAWRD | 258844 | WIRE/CHECK | FMV |
| Middle East/North Africa | RSCH SUBAWRD | 75000 | WIRE/CHECK | FMV |
| North America | RSCH SUBAWRD | 45000 | WIRE/CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 15 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 3 | 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/Pacific | N/A | FMV |
| TRAVEL AWARD | Europe/Iceland/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 (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE F, PART I, COLUMN (F) | PURSUANT TO IRS GUIDANCE, EXPENDITURES ARE NOT REQUIRED TO BE REPORTED IN THIS COLUMN FOR THE CURRENT YEAR (WITH THE EXCEPTION OF INVESTMENTS). ZEROES HAVE NOT BEEN INCLUDED IN THIS COLUMN DUE TO TAX SOFTWARE CONSTRAINTS. |
| SCHEDULE F, PART I, LINE 2 | 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ALUMNI AWARDS | NameOfEvent1 |
| Gross Receipts Event1 | 508075 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 508075 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 306971 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SCRIPTOR AWARDS | NameOfEvent2 |
| Gross Receipts Event2 | 169344 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 169344 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 125954 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 135000 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 135000 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 182482 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 812419 | GrossReceiptsTotal |
| Gross Revenue Total Events | 812419 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 615407 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 615407 | DirectExpenseSummaryEvents |
| Net Income Summary | 197012 | 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 | false | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 490674 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 490674 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 76013026 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 39923642 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 36089384 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01070 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 76503700 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 39923642 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 36580058 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01080 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 590840 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 590840 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18907792 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3599095 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15308697 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00450 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 263768788 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 263768788 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07800 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 113000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 113000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 283380420 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3599095 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 279781325 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08270 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 359884120 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 43522737 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 316361383 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09350 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $9,579,449 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 161846420 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 236999439 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -75153019 | 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 | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er OtherErOther |
|---|---|---|---|---|---|---|---|---|---|
| KECK HOSPITAL OF USC | |||||||||
| 1 | 1500 SAN PABLO STREET | LOS ANGELES | CA | 90089 | X | X | X | X | X |
| USC NORRIS CANCER HOSPITAL | |||||||||
| 2 | 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90089 | X | X | X | X | X |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Insurance StatusInsuranceStatus | Medicaid MedicareMedicaidMedicare | State RegulationStateRegulation | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Attached To InvoicesAttachedToInvoices | Posted In Emergency RoomPostedInEmergencyRoom | Posted In Admission OfficePostedInAdmissionOffice | Available On RequestAvailableOnRequest | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Used Other MethodUsedOtherMethod | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KECK HOSPITAL OF USC | ||||||||||||||||||||||||
| 1 | true | true | 200. | true | 350. | true | X | X | X | X | X | true | true | X | X | X | X | X | true | false | true | X | false | false |
| USC NORRIS CANCER HOSPITAL | ||||||||||||||||||||||||
| 2 | true | true | 200. | true | 350. | true | X | X | X | X | X | true | true | X | X | X | X | X | true | false | true | X | false | false |
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 FY12 ON A UNIVERSITY-WIDE BASIS AS REQUIRED PER THE FORM 990 INSTRUCTIONS. | |
| PART III, LINE 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 bad debt expense (at cost) reported in Part III, line 2 was calculated using worksheet A of the schedule H instructions by applying the ratio of patient care cost to charges against bad debt. 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 ($75,153,019) 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. | |
| PART III, LINE 9B: | As part of its mission, the Hospitals provide services and a broad array of benefits to the community. The Hospitals' patient acceptance policy is based on its mission statement and its community services responsibilities. Accordingly, The Hospitals accept patients in immediate need of care, regardless of their ability to pay. The Hospitals do not pursue collection of amounts determined to qualify as charity care based on established policies of the Hospitals. These policies define charity services as those services for which no payment is due for all or a portion of the patient's bill from the patient. See also Part III, Line 4. PART V, LINE 13G: PLEASE REFER TO PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE IN PART VI. PART V, LINE 19D: THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IS NINETY PERCENT OF MEDICARE RATES. | |
| NEEDS ASSESSMENT: | IN 2010, KECK HOSPITAL OF USC AND USC NORRIS CANCER HOSPITAL UNDERTOOK A COMMUNITY HEALTH NEEDS ASSESSMENT AS REQUIRED BY CALIFORNIA LAW (SB 697). AS WELL, THE RECENT PASSAGE OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT 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. THIRTY INTERVIEWS WERE COMPLETED FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT FROM SEPTEMBER - NOVEMBER, 2010. SECONDARY DATA WERE COLLECTED FROM A VARIETY OF COUNTY AND STATE SOURCES TO PRESENT A COMMUNITY PROFILE, BIRTH AND DEATH CHARACTERISTICS, ACCESS TO HEALTH CARE, CHRONIC DISEASES, AND SOCIAL ISSUES. | |
| PATIENT EDUCATION OF ELIGIBITIY 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. 68% OF THE HOSPITALS' PATIENTS ORIGINATE FROM L.A. COUNTY, WITHIN L.A. COUNTY, 22% OF THE HOSPITALS' PATIENTS ARE FROM SPA 3, SAN GABRIEL VALLEY; 11% ARE FROM SPA 2, SAN FERNANDO VALLEY; 10% FROM SPA 7, EAST; 9% FROM SPA 4, L.A. METRO; AND 8% FROM SPA 8, SOUTH BAY. 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. THE POPULATION FOR LOS ANGELES COUNTY, THE TWO HOSPITALS' PRIMARY SERVICE AREA, IS ESTIMATED AT 10,441,080 IN 2010, AN INCREASE OF 0.8% FROM 2009. 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 0-19 MAKE UP 29.2% OF THE POPULATION; 59.8% ARE 20-64 YEARS OF AGE; AND 11% OF THE POPULATION ARE SENIORS, 65 YEARS OF AGE AND OLDER. THE AREA HAS HIGHER PERCENTAGES OF CHILDREN 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 (48.3%) AND WHITE (27.7%) RACE AND ETHNICITY. ASIANS COMPRISE 13.3% 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. AMONG THE POPULATION IN L.A. COUNTY, 32.8% ARE FOREIGN BORN. OF THE FOREIGN BORN, 62.1% ARE FROM LATIN AMERICAN COUNTRIES AND 29.6% ARE FROM ASIAN COUNTRIES. INCOME LEVELS PER CAPITA INCOME IN L.A. COUNTY IN 2008 WAS $42,265. WHILE INCOME DID GROW FROM 2007 TO 2008, THE RATE OF GROWTH HAS SLOWED. PER CAPITA INCOME IN THE COUNTY IS $1,587 LESS THAN THE PER CAPITA INCOME IN THE STATE. UNEMPLOYMENT WITH THE ECONOMIC DOWNTURN UNEMPLOYMENT IN L.A. COUNTY HAS MORE THAN DOUBLED FROM 2000 TO 2009. POVERTY POVERTY THRESHOLDS ARE USED FOR CALCULATING ALL OFFICIAL POVERTY POPULATION STATISTICS. THEY ARE UPDATED EACH YEAR BY THE CENSUS BUREAU. FOR 2000, THE FEDERAL POVERTY THRESHOLD FOR ONE PERSON WAS $8,794 AND FOR A FAMILY OF FOUR $17,603. THE POVERTY RATES PAINT AN IMPORTANT PICTURE OF THE POPULATION WITHIN THE HOSPITALS' PRIMARY SERVICE AREA. POVERTY RATES SHOW 17.9% OF THE POPULATION LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL) AND 39.9% AT 200% OF FPL. THE RATES OF POVERTY ARE HIGHER IN L.A. COUNTY THAN IN THE STATE. HOUSING AND HOUSEHOLDS MOST OF THE HOUSING IN THE SERVICE AREA CONSISTS OF SINGLE FAMILY DWELLINGS (55.2%). HOWEVER, 43.2% OF THE HOUSING UNITS ARE MULTIPLE FAMILY DWELLINGS, A PERCENTAGE THAT IS HIGHER THAN THE STATE (31.3%). LANGUAGE IN THE OVERALL HOSPITAL SERVICE AREA, A LANGUAGE OTHER THAN ENGLISH IS SPOKEN IN OVER HALF THE HOMES (54.1%). SPANISH IS SPOKEN IN 37.9% OF THE HOMES; THIS IS GREATER THAN THE NUMBER OF SPANISH SPEAKING HOUSEHOLDS IN THE STATE (25.8%). EDUCATION LESS THAN HALF THE POPULATION IN L.A. COUNTY (49.7%) HAS MORE THAN A HIGH SCHOOL EDUCATION. WHEN COMPARED TO THE STATE, L.A. COUNTY RESIDENTS HAVE LOWER RATES OF COLLEGE ATTAINMENT AT ALL LEVELS. 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: | Financial and In Kind Donations Contributions to COMMUNITY GROUPS AND OTHER NONPROFIT ORGANIZATIONS WERE MADE TO: -USC GOOD NEIGHBORS -PADRES CONTRA EL CANCER (PARENTS AGAINST CANCER) -VIETNAMESE PHYSICIAN ASSOCIATION OF SOUTHERN CALIFORNIA FESTIVAL OF LIFE -ASIAN AMERICAN DRUG ABUSE PREVENTION PROGRAM -NATIONAL HISPANIC HEALTH FOUNDATION -DODGERS DREAM FOUNDATION COMMUNITY HEALTH IMPROVEMENT SERVICES KECK HOSPITAL OF USC -THE COMMUNITY WAS SERVED BY A NUMBER OF SUPPORT GROUPS THAT INCLUDED: FAMILY/CAREGIVER SUPPORT GROUP, LIVER TRANSPLANT SUPPORT GROUP, LUNG TRANSPLANT SUPPORT GROUP, AND OTHER SUPPORT GROUPS. ALL OF THE SUPPORT GROUPS ARE OPEN TO THE PUBLIC, FREE OF CHARGE. -THE LA TIMES FESTIVAL OF BOOKS WAS HELD AT USC THIS YEAR. THE HOSPITAL IN PARTNERSHIP WITH THE DEPARTMENTS OF OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOKINESIOLOGY AND PHARMACY HOSTED A BOOTH AT THE USC HEALTH PAVILION. VISITORS RECEIVED BLOOD PRESSURE SCREENINGS AND DIABETES BLOOD SUGAR SCREENINGS. THERE WERE EDUCATIONAL PRESENTATIONS AND HANDOUTS, HEALTH GIVEAWAYS, AND HAND WASHING STATIONS. -A HEALTH FAIR WAS CONDUCTED IN NOVEMBER AND PROVIDED FREE HEALTH SCREENINGS TO THE PUBLIC: 48 PEOPLE WERE SCREENED FOR CHOLESTEROL, 49 PEOPLE WERE SCREENED FOR DIABETES, AND 46 PEOPLE WERE SCREENED FOR OSTEOPOROSIS. USC NORRIS CANCER HOSPITAL -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, AND PROSTATE CANCER FORUM. -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, fREE OF charge. -USC NORRIS CANCER HOSPITAL PARTICIPATED IN AND HOSTED A NUMBER OF COMMUNITY-BASED OUTREACH EFFORTS TO RAISE AWARENESS OF CANCER AND ENCOURAGE PREVENTION ACTIVITIES. THIS YEAR, A NUMBER OF EVENTS WERE COORDINATED FOR CANCER OUTREACH, INCLUDING AN ADOLESCENT AND YOUNG ADULT CANCER PREVENTION EVENT, AND USC CAMPUS-WIDE BREAST CANCER AWARENESS EVENTS. ADDITIONALLY, THE USC HOSPITALS PARTICIPATED IN A PROSTATE CANCER AWARENESS WALK/RUN EVENT FOR THE LOS ANGELES COMMUNITY. -THE HOSPITAL HELPS SUPPORT YOUNG ADULT CANCER OUTREACH AND EDUCATION IN THE COMMUNITY. -The 22ND annual Festival of Life celebration, HOSTED by USC Norris Cancer Hospital, is A celebration held for cancer survivors and their families AND IS OPEN TO THE PUBLIC. IT includes inspirational speakers, testimonials, and other events. -USC Norris Cancer Hospital ALSO provides THE FOLLOWING HEALTHCARE SUPPORT SERVICES: CANCERHELP, WHICH 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. FINALLY, TAXI VOUCHERS WERE MADE AVAILABLE BY BOTH HOSPITALS TO PATIENTS WHO COULD NOT AFFORD OR ACCESS TRANSPORTATION FOR ACCESS TO 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. | |
| STATE FILING OF COMMUNITY BENEFIT REPORT | A COMMUNITY BENEFIT REPORT FOR EACH HOSPITAL IS FILED IN CALIFORNIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (10 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) | 53200 | GENERAL SUPPORT |
| COMMUNITY SERVICES UNLIMITED | |||||||
| 1344 1/2 WEST MARTIN LUTHER KING JR | LOS ANGELES | CA | 90037 | 953218396 | 501(C)(3) | 20495 | GENERAL SUPPORT |
| DA CAMERA SOCIETY | |||||||
| 10 CHESTER PLACE | LOS ANGELES | CA | 90007 | 530196617 | 501(C)(3) | 74961 | GENERAL SUPPORT |
| ECCLA | |||||||
| 2801 SOUTH HOOVER ST | LOS ANGELES | CA | 90089 | 954230350 | 501(C)(3) | 932357 | GENERAL SUPPORT |
| HOOVER INTERGENERATIONAL CENTER | |||||||
| 3216 S HOOVER ST | LOS ANGELES | CA | 90007 | 953104017 | 501(C)(3) | 15000 | GENERAL SUPPORT |
| JOHN TRACY CLINIC | |||||||
| 806 W ADAMS BLVD | LOS ANGELES | CA | 90007 | 951642393 | 501(C)(3) | 23750 | GENERAL SUPPORT |
| LEGACY LA YOUTH DEVELOPMENT CORPORATION | |||||||
| 1350 SAN PABLO ST | LOS ANGELES | CA | 90033 | 010960970 | 501(C)(3) | 11000 | GENERAL SUPPORT |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | 953213958 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| REDEEMER COMMUNITY PARTNERSHIP | |||||||
| 2706 BRIGHTON AVE | LOS ANGELES | CA | 90018 | 912144336 | 501(C)(3) | 17034 | GENERAL SUPPORT |
| TROY CAMP | |||||||
| 3607 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | 582685522 | 501(C)(3) | 23779 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 19307 | NumberOfRecipients |
| Amount Of Cash Grant | 411423677 | 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 ECCLA accounting records. THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS ONE OF THE NATION'S LARGEST FINANCIAL AID PROGRAMS THROUGH ITS FINANCIAL AID OFFICE, AWARDING $411 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 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 |
| 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 | false | 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)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | 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 | |||||||||||||
| 874353 | 0 | 0 | 0 | 205621 | 0 | 228250 | 0 | 130902 | 0 | 1439126 | 0 | 0 | 0 |
| ELIZABETH GARRETT | |||||||||||||
| 612440 | 0 | 50000 | 0 | 107182 | 0 | 24500 | 0 | 16196 | 0 | 810318 | 0 | 0 | 0 |
| ROBERT ABELES | |||||||||||||
| 507947 | 100000 | 49889 | 24500 | 0 | 16176 | 0 | 698512 | 0 | 0 | 0 | |||
| ALBERT R CHECCIO | |||||||||||||
| 452555 | 0 | 92000 | 0 | 143215 | 0 | 24500 | 0 | 10047 | 0 | 722317 | 0 | 0 | 0 |
| TODD R DICKEY | |||||||||||||
| 434898 | 0 | 97000 | 0 | 66757 | 0 | 24500 | 0 | 8578 | 0 | 631733 | 0 | 0 | 0 |
| THOMAS S SAYLES | |||||||||||||
| 282940 | 0 | 0 | 0 | 46687 | 0 | 24500 | 0 | 1855 | 0 | 355982 | 0 | 0 | 0 |
| CAROL MAUCH AMIR | |||||||||||||
| 379338 | 0 | 50000 | 0 | 46522 | 0 | 24500 | 0 | 21416 | 0 | 521776 | 0 | 0 | 0 |
| MITCHELL R CREEM | |||||||||||||
| 613082 | 0 | 110000 | 0 | 96683 | 0 | 24500 | 0 | 45753 | 0 | 890018 | 0 | 0 | 0 |
| JAMES G ELLIS | |||||||||||||
| 447250 | 0 | 47000 | 0 | 25632 | 0 | 24500 | 0 | 17854 | 0 | 562236 | 0 | 0 | 0 |
| HOWARD A GILLMAN | |||||||||||||
| 319815 | 0 | 124000 | 0 | 38590 | 0 | 24500 | 0 | 63023 | 0 | 569928 | 0 | 0 | 0 |
| LISA ANN MAZZOCCO | |||||||||||||
| 405440 | 182000 | 18317 | 10000 | 0 | 9468 | 0 | 625225 | 0 | 0 | 0 | |||
| CARMEN A PULIAFITO MD | |||||||||||||
| 744175 | 0 | 95000 | 0 | 304838 | 0 | 24500 | 0 | 21010 | 0 | 1189523 | 0 | 0 | 0 |
| YANNIS C YORTSOS | |||||||||||||
| 322600 | 0 | 50000 | 0 | 13980 | 0 | 24500 | 0 | 66021 | 0 | 477101 | 0 | 0 | 0 |
| VAUGHN A STARNES MD | |||||||||||||
| 2471965 | 0 | 0 | 0 | 242000 | 0 | 24500 | 0 | 22119 | 0 | 2760584 | 0 | 0 | 0 |
| MONTE LANE KIFFIN | |||||||||||||
| 2218553 | 0 | 101000 | 0 | 231355 | 0 | 24500 | 0 | 18683 | 0 | 2594091 | 0 | 0 | 0 |
| PATRICK C HADEN | |||||||||||||
| 1203888 | 800000 | 204585 | 24500 | 0 | 14705 | 0 | 2247678 | 0 | 0 | 0 | |||
| MONTE GEORGE KIFFIN | |||||||||||||
| 1569961 | 35000 | 147475 | 24500 | 0 | 14619 | 0 | 1791555 | 0 | 0 | 0 | |||
| KEVIN O'NEILL | |||||||||||||
| 1471016 | 0 | 0 | 0 | 199050 | 0 | 24500 | 0 | 23183 | 0 | 1717749 | 0 | 0 | 0 |
| STEVEN B SAMPLE | |||||||||||||
| 661673 | 0 | 1088069 | 24500 | 0 | 41401 | 0 | 1815643 | 0 | 609451 | 0 | |||
| ALAN KREDITOR | |||||||||||||
| 330118 | 0 | 0 | 0 | 30782 | 0 | 24500 | 0 | 15688 | 0 | 401088 | 0 | 0 | 0 |
| MARTHA HARRIS | |||||||||||||
| 164777 | 53000 | 78386 | 24500 | 0 | 7191 | 0 | 327854 | 0 | 0 | 0 | |||
| Dennis F Dougherty | |||||||||||||
| 101084 | 0 | 0 | 0 | 0 | 0 | 101084 | 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. 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. TRAVEL FOR COMPANIONS: NONBUSINESS TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA'S WRITTEN POLICY is NOT TO PAY OR REIMBURSE FOR COMPANION TRAVEL. EXCEPTIONS REQUIRE ADVANCE, WRITTEN APPROVAL FROM A SENIOR VICE PRESIDENT OR THE PRESIDENT AND THE EXPENSE IS REPORTED ON THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME. BUSINESS TRAVEL: 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. HOUSING ALLOWANCE: HOUSING ALLOWANCES ARE GRANTED ONLY WHEN SUCH AN ALLOWANCE IS SPECIFICALLY STATED IN AN EMPLOYMENT CONTRACT. THE ALLOWANCE IS INCLUDED IN THE INDIVIDUAL'S 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. PERSONAL SERVICES: CERTAIN INDIVIDUALS received financial planning 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. CURRENT PRESIDENT CHRYSOSTOMOS L. NIKIAS AND FORMER PRESIDENT STEVEN B. SAMPLE 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 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 FIRST ANNUAL SERP INSTALLMENT IN THE AMOUNT OF $940,695 IN 2011. CHRYSOSTOMOS L. NIKIAS: DURING THE PERIOD JANUARY 1, 2011 THROUGH DECEMBER 31, 2011, 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 20% (FROM JANUARY 1, 2011 THROUGH JUNE 30, 2011) AND 25% (FROM JULY 1, 2011 THROUGH DECEMBER 31, 2011) OF DR. NIKIAS' BASE SALARY WAS CREDITED BY THE UNIVERSITY. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN C. LINE 4B: IN 1994 USC CREATED A SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN TO PROVIDE MAKE-UP BENEFITS TO EMPLOYEES WHOSE COMPENSATION EXCEEDS THE EARNINGS LIMITATION FOR CONTRIBUTIONS TO THE USC DEFINED CONTRIBUTION RETIREMENT PLAN. AS OF JANUARY 1, 2005, THE PLAN WAS FROZEN AND PARTICIPANTS, WITH RESPECT TO FUTURE MAKE-UP BENEFITS, WERE NO LONGER PERMITTED TO DEFER THESE BENEFITS, WHICH ARE INSTEAD CURRENTLY REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART I, LINE 7: CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II, COLUMN (B)(ii) RECEIVED A MERIT BASED BONUS. THEIR NAMES 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)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2003A AND 2003C | |||||||
| 521705592 | 130175YD8 | 2003-03-20 | 202171000 | CONSTRUCTION | false | false | false |
| CEFA - SERIES 2003B | |||||||
| 521705592 | 130175YS5 | 2003-07-08 | 13957853 | REFINANCING SERIES 1993 AND 1993B | false | false | false |
| CEFA - SERIES 2005 | |||||||
| 521705592 | 1301757U0 | 2005-08-03 | 69564157 | REFINANCING SERIES 1997A AND 1997C | false | false | false |
| CEFA - SERIES 2007A | |||||||
| 521705592 | 130178HC3 | 2007-05-24 | 266125246 | CONST. & REFIN. SERIES 2003A AND C | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 151227087 | 0 | 213611802 | 0 | 0 | 0 | 0 | 0 | 0 | 213611802 | 0 | 0 | 2007 | false | false | true | true |
| 8959221 | 0 | 13957853 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13957006 | 0 | true | false | true | true | |
| 2059104 | 0 | 69564157 | 0 | 0 | 0 | 641455 | 0 | 0 | 0 | 68738628 | 0 | false | true | true | true | |
| 6838434 | 0 | 271228390 | 0 | 0 | 0 | 1702833 | 0 | 0 | 108008373 | 161923692 | 0 | 2010 | false | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | true | true | 0.00500 | 0.00000 | 0.00500 | true |
| 0.00000 | 0.00000 | 0.00000 | ||||||
| 0.00000 | 0.00000 | 0.00000 | ||||||
| false | true | false | true | true | 0.00220 | 0.00000 | 0.00220 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| true | true | false | false | 0 | true | false |
| 0 | ||||||
| true | true | false | false | 0 | true | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CEFA - SERIES 2009A | |||||||
| 521705592 | 130178RW8 | 2009-01-15 | 216627251 | CONSTRUCTION & HOSPITAL ACQUISITIO | false | false | false |
| CEFA - SERIES 2009B | |||||||
| 521705592 | 130178SC1 | 2009-02-25 | 201288071 | CONSTRUCTION & HOSPITAL ACQUISITIO | false | false | false |
| CEFA - SERIES 2009C | |||||||
| 521705592 | 130178TF3 | 2009-07-09 | 91457316 | REFINANCING SERIES 1998A AND 1999 | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 216948132 | 0 | 0 | 0 | 1627251 | 0 | 0 | 198200000 | 0 | 17120881 | false | false | false | true | |
| 372315 | 0 | 201533631 | 0 | 0 | 0 | 1288071 | 0 | 0 | 185476500 | 0 | 14769060 | false | false | false | true | 2010 |
| 1830463 | 0 | 91457316 | 0 | 0 | 0 | 734160 | 0 | 0 | 0 | 90723156 | 0 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| 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 | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00090 | 0.00000 | 0.00090 | true |
| false | true | true | true | true | true | 0.00110 | 0.00010 | 0.00120 | true |
| 0.00000 | 0.00000 | 0.00000 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | false | false | false | 0 | false | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
Schedule L IRS990ScheduleL
Loan Table LoanTable (12 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement | Loan To OrganizationLoanToOrganization |
|---|---|---|---|---|---|---|---|
| CARMEN PULIAFITO MD | |||||||
| HOUSING LOAN | X | $800,000 | 706561 | false | false | true | |
| CARMEN PULIAFITO MD | |||||||
| HOUSING LOAN | X | $1,200,000 | 400000 | false | false | true | |
| ALBERT CHECCIO | |||||||
| HOUSING LOAN | X | $1,000,000 | 900000 | false | true | true | |
| ALBERT CHECCIO | |||||||
| HOUSING LOAN | X | $500,000 | 477280 | false | true | true | |
| ELIZABETH GARRETT | |||||||
| FACULTY HOUSING LOAN | X | $350,000 | 330017 | false | false | true | |
| ELIZABETH GARRETT | |||||||
| FACULTY HOUSING LOAN | X | $150,000 | 90000 | false | false | true | |
| ANDRES MARMOR | |||||||
| FACULTY HOUSING LOAN | X | $350,000 | 330017 | false | false | true | |
| ANDRES MARMOR | |||||||
| FACULTY HOUSING LOAN | X | $150,000 | 90000 | false | false | true | |
| KEVIN O'NEILL | |||||||
| HOUSING LOAN | X | $500,000 | 500000 | false | false | true | |
| MONTE LANE KIFFIN | |||||||
| HOUSING LOAN | X | $1,500,000 | 1500000 | false | false | true | |
| MONTE LANE KIFFIN | |||||||
| HOUSING LOAN | X | $500,000 | 500000 | false | false | true | |
| BW HUGHES | |||||||
| TRUSTEE LOAN | $15,000,000 | 15000000 | false | false | true | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 20823875 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (20 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CAROL DOUGHERTY | |||
| SPOUSE OF FRMR SR VP/CFO | 271782 | USC EMPLOYEE | false |
| MAUREEN DOUGHERTY | |||
| DGHTER-IN-LAW OF FRMR OFF | 164307 | USC EMPLOYEE | false |
| ADAM DUNCAN | |||
| SON-IN-LAW OF TRUSTEE | 239260 | USC EMPLOYEE | false |
| ANDRES MARMOR | |||
| SPOUSE OF OFFICER | 370414 | USC EMPLOYEE | false |
| ROBERT MARTIN | |||
| BROTHER OF TRUSTEE | 19980 | USC EMPLOYEE | false |
| NIKI C NIKIAS | |||
| SPOUSE OF OFFICER | 115018 | USC EMPLOYEE | false |
| SHAYNE PADGETT | |||
| DAUGHTER OF TRUSTEE | 54241 | USC EMPLOYEE | false |
| JANET PINE | |||
| SPOUSE OF KEY EMPLOYEE | 110018 | USC EMPLOYEE | false |
| AIG | |||
| TRUSTEE ON BOARD | 1421717 | INSURANCE | false |
| AMERICAN FUNDS SERVICE CO | |||
| KEY EMPLOYEE ON BOARD | 1900000 | INVESTMENTS | false |
| APPLE COMPUTER | |||
| TRUSTEE ON BOARD | 11392372 | EQUIPMENT & SOFTWARE | false |
| BANK OF AMERICA | |||
| TRUSTEE ON BOARD | 345560 | BANKING FEES | false |
| CHEVRON | |||
| TRUSTEE ON BOARD | 3381742 | GRANTS & SPONSORSHIP | false |
| CHEVRON | |||
| TRUSTEE ON BOARD | 271390 | FUEL | false |
| NEWPORT CORPORATION | |||
| TRUSTEE ON BOARD | 131747 | EQUIPMENT | false |
| QUINN POWER SYSTEMS | |||
| CHRMN/CEO/PRES OF PARENT | 103356 | CAT GENERATOR MAINTENANCE | false |
| SEQUOIA CAPITAL | |||
| TRUSTEE IS MANAGING PTR | 1819150 | LP CAPITAL DISTRIBUTION | false |
| TUTOR-SALIBA | |||
| TRUSTEE IS PRESIDENT/CEO | 26089823 | CONSTRUCTION SERVICES | false |
| WALT DISNEY COMPANY | |||
| TRUSTEE ON BOARD | 737802 | ENTERTAINMENT | false |
| WIND RIVER SYSTEMS INC | |||
| TRUSTEE IS PRESIDENT | 110869 | SOFTWARE | 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 | 4 | NumberOfContributions |
| 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 | 42750 | 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 | 271 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 36489611 | 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 | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2015000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9811 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 568491 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | 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 (10 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 1, 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 475 CONTRACTS/GRANTS AWARDED BY THE FEDERAL GOVERNMENT AND 548 AWARDED IN 2011-2012 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 FOURTEEN 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 David Lee AND USC Trustee Monica Lozano HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 4 THE UNIVERSITY'S BYLAWS WERE AMENDED TO ADD A SECTION DESCRIBING THE RESPONSIBILITIES OF THE UNIVERSITY'S CHIEF INVESTMENT OFFICER AND TO UPDATE THE SECTION DESCRIBING THE INVESTMENT COMMITTEE'S POWERS AND DUTIES. | |
| 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 AND ETHICS POLICY AND PROCEDURE WHICH COVERS ALL FACULTY MEMBERS (INCLUDING PART-TIME AND VISITING FACULTY), NON-FACULTY AND OTHER EMPLOYEES (SUCH AS POSTDOCTORAL SCHOLARS), AND STUDENTS (INCLUDING POSTDOCTORAL FELLOWS AND GRADUATE STUDENTS) EMPLOYED OR OTHERWISE ENGAGED BY THE UNIVERSITY. PURSUANT TO THE POLICY, CONFLICTS ARE MANAGED AFTER APPROPRIATE DISCLOSURE AND EVALUATION. IN ADDITION TO THE PROCEDURE SET FORTH IN THE UNIVERSITY'S CONFLICT OF INTEREST AND ETHICS 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 AND ETHICS, AND CONFLICT OF INTEREST IN RESEARCH POLICIES AVAILABLE TO THE GENERAL PUBLIC ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5 | UNREALIZED LOSSES ON INVESTMENTS ($160,546,899) PRESENT VALUE ADJUSTMENT TO TRUST LIABILITY ($2,544,118) -------------- ($163,091,017) | OTHER CHANGES IN NET ASSETS |
| SCHEDULE K, PART II, LINE 3 | EARNINGS. SCHEDULE K, PART II, LINE 7 THE ISSUANCE COSTS FOR CEFA SERIES 2003A AND 2003C, AND CEFA SERIES 2003B WERE PAID OUT OF UNIVERSITY FUNDS. SCHEDULE K, PART V The University had procedures to ensure violations of federal tax requirements were timely identified and corrected through the voluntary closing agreement program during FY 12. These procedures were formally incorporated into the University's written bond policies and procedures effective August 15, 2012. | THE AMOUNTS OF TOTAL PROCEEDS OF ISSUE ON LINE 3 INCLUDE INVESTMENT |
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 |
| EOY Assets | 0 | EOYAssets |
Form990 Schedule R Part II Form990ScheduleRPartII (13 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 |
| INITIATIVE & REFERENDUM INSTITUTE | ||||||||||
| C/O USC | LOS ANGELES | CA | 90089 | 522075146 | EDUCATION | NE | 501(c)(3) | 7 | 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 | NA | false |
| 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 | NA | 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 | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAY ROBERTS DEWRIGHT TRUST | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 956284845 | USC SUPPORT | CA | N/A | T | 798403 | 8169595 | 1.00000 | |
| INTEGRATED DIGITAL ASSET CORPORATION | ||||||||||||
| UNIVERSITY GARDENS - UGB203 | LOS ANGELES | CA | 900898003 | 954680904 | 3RD PARTY CON | CA | N/A | C | 0 | 100 | 1.00000 | |
| CHARITABLE REMAINDER TRUST (271) | ||||||||||||
| FUNDRAISING | T | NA | ||||||||||
| POOLED INCOME FUND (2) | ||||||||||||
| FUNDRAISING | CA | T | NA | |||||||||
| 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 |
| 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 | ||
| Q | 628318 | FMV |
| LORD FOUNDATION | ||
| R | 1042294 | FMV |
| LORD FOUNDATION | ||
| C | 1650000 | FMV |
| USC CARE MEDICAL GROUP | ||
| P | 192917592 | FMV |
| MAY DEWRIGHT TRUST | ||
| R | 678119 | FMV |
| MAY DEWRIGHT TRUST | ||
| C | 770045 | FMV |
| HEALTH RESEARCH ASSOCIATION | ||
| A | 143049 | FMV |
| HEALTH RESEARCH ASSOCIATION | ||
| E | 2266935 | FMV |
| HEALTH RESEARCH ASSOCIATION | ||
| J | 952654 | FMV |
| HEALTH RESEARCH ASSOCIATION | ||
| P | 2990477 | FMV |
| HEALTH RESEARCH ASSOCIATION | ||
| Q | 793642 | FMV |
| DAVID X MARKS FOUNDATION | ||
| C | 1150000 | FMV |
| USC GATEWAY | ||
| A | 121242 | 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 |