UNIVERSITY OF SAN DIEGO: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAN DIEGO (EIN 95-2544535)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349305211
- Schema version
- 2010v3.4
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:47:34-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9665 GRANITE RIDGE DRIVE SUITE 600 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952544535 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN DIEGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 6192604600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921102492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JULIE SULLIVAN | Name |
| Title | EXECUTIVE VP AND PROVOST | Title |
| Phone | 6192604600 | Phone |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA J MAYER | Name |
| Phone | 8586271400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY E LYONS PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921102492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 682180614 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANDIEGO.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | POST SECONDARY EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5377 | TotalNbrEmployees |
| Total Nbr Volunteers | 1297 | TotalNbrVolunteers |
| Total Gross UBI | 1584522 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 191438 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 27128140 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 37052656 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 302190534 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 324413900 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4081707 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16237480 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13755149 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13143037 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 347155530 | TotalRevenuePriorYear |
| Total Revenue Current Year | 390847073 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 75193450 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 83720221 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 161627599 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 163387352 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7122053 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 88864408 | OtherExpensePriorYear |
| Other Expenses Current Year | 91580326 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 325685457 | TotalExpensesPriorYear |
| Total Expenses Current Year | 338687899 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 21470073 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 52159174 | RevenuesLessExpensesCY |
| Total Assets BOY | 884684573 | TotalAssetsBOY |
| Total Assets EOY | 972492431 | TotalAssetsEOY |
| Total Liabilities BOY | 279115809 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 273626263 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 605568764 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 698866168 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNIVERSITY OF SAN DIEGO IS A ROMAN CATHOLIC INSTITUTION COMMITTED TO ADVANCING ACADEMIC EXCELLENCE, EXPANDING LIBERAL AND PROFESSIONAL KNOWLEDGE, CREATING A DIVERSE AND INCLUSIVE COMMUNITY, AND PREPARING LEADERS DEDICATED TO ETHICAL CONDUCT AND COMPASSIONATE SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 272805195 | Expense |
| Grants | 83009881 | Grants |
| Revenue | 335667567 | Revenue |
| Description | THE UNIVERSITY OF SAN DIEGO IS ENGAGED IN POST-SECONDARY EDUCATION OF APPROXIMATELY 5,500 UNDERGRADUATE STUDENTS AND 2,200 GRADUATE AND PROFESSIONAL STUDENTS; THIS PROGRAM INCLUDES ROOM & BOARD FOR THE STUDENT POPULATION. | Description |
| Total Program Service Expense | 272805195 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 925 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5377 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | NT | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICE OF THE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6192604600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 ALCALA PARK HUGHES ADMINISTRAT | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| A EUGENE TREPTE | ||||||||
| SECRETARY & TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| DARLENE MARCOS SHILEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID H SHAFFER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD R KNAUSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRANK D ALESSIO | ||||||||
| VICE CHAIR & TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| BYRON C ROTH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HENRY L NORDHOFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HERBERT B TASKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES B MCCARTHY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES C PETERS | ||||||||
| TRUSTEE & TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| JAMES V MAZZO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN T REDMOND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD M BARTELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LUIS MAIZEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARGARITA HERNANDEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BARRIE CROPPER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REV MSGR RICHARD DUNCANSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES C KRAUSE | ||||||||
| TRUSTEE | 1.00 | X | 6064 | 0 | 0 | |||
| R DONNA M BAYTOP MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REV MSGR L PURCELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD K DAVIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT A HOEHN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROGER AP JOSEPH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RON L FOWLER | ||||||||
| TRUSTEE & CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| STANLEY W LEGRO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SR CAROLYN OSIEK RSCJ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SR KATHLEEN HUGHESRSCJ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM GEPPERT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN NAVARRA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CINDY BASSO EATON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY E LYONS | ||||||||
| PRESIDENT & TRUSTEE | 40.00 | X | X | 456751 | 0 | 43691 | ||
| CONSTANCE M CARROLL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LIAM E MCGEE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JULIE H SULLIVAN | ||||||||
| EXECUTIVE VP/PROVOST | 40.00 | X | 564555 | 0 | 32642 | |||
| TIMOTHY L O'MALLEY | ||||||||
| VICE PRESIDENT | 40.00 | X | 238142 | 0 | 45550 | |||
| REV MSGR D DILLABOUGH | ||||||||
| VICE PRESIDENT | 40.00 | X | 211058 | 0 | 41850 | |||
| CARMEN M VAZQUEZ | ||||||||
| VICE PRESIDENT | 40.00 | X | 267417 | 0 | 26672 | |||
| LEENDERT R HERING | ||||||||
| VICE PRESIDENT | 40.00 | X | 224534 | 0 | 28673 | |||
| KEVIN L COLE | ||||||||
| DEAN, SCHOOL OF LAW | 40.00 | 275761 | 0 | 47293 | X | |||
| DAVID F PYKE | ||||||||
| DEAN, SCHOOL OF BUSINESS | 40.00 | 334433 | 0 | 75732 | X | |||
| SALLY B HARDIN | ||||||||
| DEAN, SCHOOL OF NURSING | 40.00 | 184814 | 0 | 39922 | X | |||
| PAULA A CORDEIRO | ||||||||
| DEAN, SOLES | 40.00 | 181783 | 0 | 36634 | X | |||
| MARY BOYD | ||||||||
| DEAN, ARTS & SCIENCES | 40.00 | 210478 | 0 | 42199 | X | |||
| WILLIAM T GRIER | ||||||||
| HEAD COACH, BASKETBALL | 40.00 | 564014 | 0 | 48790 | X | |||
| ORLY LOBEL | ||||||||
| LAW PROFESSOR | 40.00 | 288081 | 0 | 18778 | X | |||
| FRANKLIN PARTNOY | ||||||||
| LAW PROFESSOR | 40.00 | 279416 | 0 | 41259 | X | |||
| JAMES OLIVERO | ||||||||
| CONTINUING ED FACULTY | 40.00 | 496377 | 0 | 0 | X | |||
| STEPHEN HORNING | ||||||||
| CONTINUING ED FACULTY | 40.00 | 290164 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5073842 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 569685 | TotalOtherCompensation |
| Number Individuals GT100 K | 177 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GC MORGAN CONSTRUCTION COMPANY INC | |||||
| 3755 AVOCADO BLVD STE 408 | LA MESA | CA | 91941 | GENERAL CONTRACTORS | 1277210 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER ST 13 | BOSTON | MA | 02110 | INVESTMENT MANAGERS | 521002 |
| RESTORWARE | |||||
| 13069 DRESSAGE LN | SAN DIEGO | CA | 92130 | CONSULTING SERVICES | 386743 |
| MANSON ENGINEERING | |||||
| 3322 SWEETWATER SPRINGS BLVD 200 | SPRING VALLEY | CA | 91977 | ENGINEERING AND CONTRUCTION SERVICES | 272294 |
| MOSS ADAMS LLP | |||||
| 9665 GRANITE RIDGE DRIVE 600 | SAN DIEGO | CA | 92123 | AUDIT AND TAX SERVICES | 243338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Fundraising Events | 496136 | FundraisingEvents |
| Government Grants | 10016425 | GovernmentGrants |
| All Other Contributions | 26540095 | AllOtherContributions |
| Noncash Contributions | 7135309 | NoncashContributions |
| Total Contributions | 37052656 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 289044294 | 288860856 | 183438 |
| STUDENT RES & BOARD | 721310 | 32394479 | 32394479 | |
| PARKING SERVICES | 611710 | 2440017 | 2440017 | |
| STUDENT LOAN INTEREST | 611710 | 535110 | 535110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 324413900 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4557485 | TotalRevenueColumn |
| Unrelated Business Revenue | 9933 | UnrelatedBusinessRevenue |
| Exclusion | $4,547,552 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 198 | TotalRevenueColumn |
| Exclusion | $198 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 497929 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 158946 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 338983 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 338983 | TotalRevenueColumn |
| Exclusion | $338,983 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 279378639 | Securities |
| Other | 23170703 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 268947538 | Securities |
| Other | 21922007 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10431101 | Securities |
| Other | 1248696 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11679797 | TotalRevenueColumn |
| Exclusion | $11,679,797 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 175049 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 496136 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 305050 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -130001 | TotalRevenueColumn |
| Exclusion | -$130,001 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| BOOKSTORE | 451211 | 7378355 | 7369021 | 9334 |
| ATHLETICS & RECREATION | 611710 | 1388702 | 1388702 | |
| FOOD SERVICES | 900099 | 1278116 | 371111 | 907005 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2888882 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2308271 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 474812 | UnrelatedBusinessRevenue |
| Exclusion | $105,799 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12934055 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 390847073 | TotalRevenueColumn |
| Related Or Exempt Function Income | 335667567 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1584522 | UnrelatedBusinessRevenue |
| Exclusion | $16,542,328 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83720221 | Total |
| Program Services | 83720221 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4307519 | Total |
| Program Services | 2803425 | ProgramServices |
| Management And General | 501573 | ManagementAndGeneral |
| Fundraising | 1002521 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123139225 | Total |
| Program Services | 93368699 | ProgramServices |
| Management And General | 26518240 | ManagementAndGeneral |
| Fundraising | 3252286 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12143284 | Total |
| Program Services | 9047067 | ProgramServices |
| Management And General | 2524408 | ManagementAndGeneral |
| Fundraising | 571809 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15457207 | Total |
| Program Services | 11617832 | ProgramServices |
| Management And General | 3834768 | ManagementAndGeneral |
| Fundraising | 4607 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8340117 | Total |
| Program Services | 6213607 | ProgramServices |
| Management And General | 1733787 | ManagementAndGeneral |
| Fundraising | 392723 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261186 | Total |
| Management And General | 261186 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265286 | Total |
| Management And General | 265286 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1685289 | Total |
| Program Services | 1487309 | ProgramServices |
| Management And General | 197980 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15049755 | Total |
| Program Services | 11817773 | ProgramServices |
| Management And General | 2537855 | ManagementAndGeneral |
| Fundraising | 694127 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 748338 | Total |
| Program Services | 439511 | ProgramServices |
| Management And General | 283431 | ManagementAndGeneral |
| Fundraising | 25396 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5662831 | Total |
| Program Services | 2725619 | ProgramServices |
| Management And General | 2159185 | ManagementAndGeneral |
| Fundraising | 778027 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4378663 | Total |
| Program Services | 2627198 | ProgramServices |
| Management And General | 1751465 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6982366 | Total |
| Program Services | 6226293 | ProgramServices |
| Management And General | 754915 | ManagementAndGeneral |
| Fundraising | 1158 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6706824 | Total |
| Program Services | 5633045 | ProgramServices |
| Management And General | 959835 | ManagementAndGeneral |
| Fundraising | 113944 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1484874 | Total |
| Program Services | 1259746 | ProgramServices |
| Management And General | 194737 | ManagementAndGeneral |
| Fundraising | 30391 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9611762 | Total |
| Program Services | 7375950 | ProgramServices |
| Management And General | 2235812 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15097993 | Total |
| Program Services | 8692609 | ProgramServices |
| Management And General | 6405384 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1425234 | Total |
| Program Services | 154129 | ProgramServices |
| Management And General | 1271105 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF SALES | 11354532 | 11306161 | 48371 | 0 |
| MISCELLANEOUS | 5144800 | 2569242 | 2384275 | 191283 |
| LIBRARY SERVICES | 2431468 | 2321328 | 88689 | 21451 |
| RECRUITING | 1148437 | 799764 | 348198 | 475 |
| BAD DEBT | 1110012 | 0 | 1110012 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1030676 | Total |
| Program Services | 598667 | ProgramServices |
| Management And General | 390154 | ManagementAndGeneral |
| Fundraising | 41855 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338687899 | Total |
| Program Services | 272805195 | ProgramServices |
| Management And General | 58760651 | ManagementAndGeneral |
| Fundraising | 7122053 | 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 | 1929783 | BOY |
| EOY | 2559984 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15147146 | BOY |
| EOY | 21917759 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8723341 | BOY |
| EOY | 7394567 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517800 | BOY |
| EOY | 309200 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31618723 | BOY |
| EOY | 32920643 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2226695 | BOY |
| EOY | 2182448 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6705478 | BOY |
| EOY | 6942225 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 588611633 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 116609804 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480866767 | BOY |
| EOY | 472001829 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248985097 | BOY |
| EOY | 322801488 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87963743 | BOY |
| EOY | 103462288 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884684573 | BOY |
| EOY | 972492431 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43850525 | BOY |
| EOY | 39986542 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16157572 | BOY |
| EOY | 19689985 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185029966 | BOY |
| EOY | 181953946 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5455152 | BOY |
| EOY | 7790573 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28622594 | BOY |
| EOY | 24205217 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279115809 | BOY |
| EOY | 273626263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383043268 | BOY |
| EOY | 440557560 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74132041 | BOY |
| EOY | 104132860 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148393455 | BOY |
| EOY | 154175748 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605568764 | BOY |
| EOY | 698866168 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884684573 | BOY |
| EOY | 972492431 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 52159174 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 41138230 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $92,326 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 92326 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | PART IIB, LINE 1J: FACULTY WITH THE UNIVERSITY'S SCHOOL OF LAW IN THE CENTER FOR PUBLIC INTEREST AND CHILDREN'S ADVOCACY INSTITUTE OFFERED THEIR RESEARCH DATA AND LEGAL EXPERTISE IN AN ATTEMPT TO INFLUENCE PENDING LEGISLATION CONCERNING CONSUMERS RIGHTS AND CHILDREN'S HEALTH, SAFETY AND WELFARE. NO ATTEMPT WAS MADE BY THE UNIVERSITY TO INFLUENCE A POLITICAL CAMPAIGN OF ANY OFFICE, NOR WERE ANY POLITICAL CONTRIBUTIONS MADE. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 4071789 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260074374 | BeginningOfYearBalance |
| Contributions | 21096254 | Contributions |
| Investment Earnings Or Losses | 50953163 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1636097 | GrantsOrScholarships |
| Other Expenditures | 3688597 | OtherExpenditures |
| End Of Year Balance | 326799097 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 220839532 | BeginningOfYearBalance |
| Contributions | 16513072 | Contributions |
| Investment Earnings Or Losses | 27996605 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1586239 | GrantsOrScholarships |
| Other Expenditures | 3688596 | OtherExpenditures |
| End Of Year Balance | 260074374 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 267919923 | BeginningOfYearBalance |
| Contributions | 16378533 | Contributions |
| Investment Earnings Or Losses | -59320886 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1375202 | GrantsOrScholarships |
| Other Expenditures | 2479947 | OtherExpenditures |
| Administrative Expenses | 282888 | AdministrativeExpenses |
| End Of Year Balance | 220839533 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 10266153 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 47210661 | OtherCostOrOtherBasis |
| Book Value | 57476814 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 459716890 | OtherCostOrOtherBasis |
| Depreciation | 92024815 | Depreciation |
| Book Value | 367692075 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67346140 | OtherCostOrOtherBasis |
| Depreciation | 24584989 | Depreciation |
| Book Value | 42761151 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4071789 | OtherCostOrOtherBasis |
| Book Value | 4071789 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 472001829 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (13 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| WEST COAST CONFERENCE | 802528 |
| MARKETABLE ALTERNATIVES - DIVERSIFIED ARBITRAGE | 13796364 |
| MARKETABLE ALTERNATIVES - EVENT DRIVEN | 11602162 |
| MARKETABLE ALTERNATIVES - DISTRESSED | 11455107 |
| MARKETABLE ALTERNATIVES - GLOBAL LONG/SHORT | 5985628 |
| MARKETABLE ALTERNATIVES - U.S. LONG/SHORT | 11418920 |
| MARKETABLE ALTERNATIVES - OPPORTUNISTIC | 4786373 |
| ALTERNATIVE ASSET PARTNERSHIPS - VENTURE CAPITAL | 9023886 |
| ALTERNATIVE ASSET PARTNERSHIPS - U.S. PRIVATE EQUITY | 7357166 |
| ALTERNATIVE ASSET PARTNERSHIPS - INTERNATIONAL PRIVATE EQUITY | 9888680 |
| ALTERNATIVE ASSET PARTNERSHIPS - DISTRESSED/DEBT RELATED | 9800479 |
| ALTERNATIVE ASSET PARTNERSHIPS - ENERGY/RESOURCES | 5168662 |
| ALTERNATIVE ASSET PARTNERSHIPS - REAL ESTATE | 2376333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 103462288 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCES | $11,038,826 |
| BOND INTEREST RATE SWAP | $13,166,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 24205217 | TotalOfAmounts |
| Total Revenue | 390847073 | TotalRevenue |
| Total Expenses | 338687899 | TotalExpenses |
| Excess Or Deficit For Year | 52159174 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 41138230 | NetUnrealizedGLOnInvestments |
| Other | -$404 | OtherAmount |
| Total Adjustments | 41137826 | TotalAdjustments |
| Excess Or Deficit Per FS | 93297000 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 347044000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 41138230 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 41138230 | RevenueNotRptdF990 |
| Revenue Subtotal | 305905770 | RevenueSubtotal |
| Other Revenues Not Included | 84941303 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 84941303 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 390847073 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 253747000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 463996 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 463996 | ExpensesNotRptdF990 |
| Expenses Subtotal | 253283004 | ExpensesSubtotal |
| Other Expenses Not Included | 85404895 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 85404895 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 338687899 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY OF SAN DIEGO ENDOWMENT FUNDS ARE UTILIZED BASED ON DONOR'S INTENT; AS OF JUNE 30, 2011 THE ALLOCATION OF ENDOWMENT FUNDS WAS AS FOLLOWS: ACADEMIC SUPPORT - 34%, TUITION FUNDED QUASI - 32%, SCHOLARSHIPS - 15%, INSTRUCTION - 6%, PLANT MAINTENANCE AND OPERATIONS - 3%, PUBLIC SERVICE - 5% AND OTHER INSTITUTIONAL SUPPORT - 5%. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2011 AND 2010. THE UNIVERSITY FILES AN EXEMPT ORGAINIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION, AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR ITS FEDERAL FILINGS AND FOR YEARS BEFORE 2006 FOR ITS STATE FILINGS. |
| PART III, LINE 4: THEY SEEK TO STIMULATE INTEREST AND PRIDE AS WELL AS EMPHASIZE THE CULTURAL VALUE OF USD'S FINE ARTS PROGRAMS. | ||
| SCH D,PART XI, LINE 8, RECONCILIATION OF NET ASSETS ROUNDED FINANCIAL STATEMENT DIFFERENCE (404) SCH D,PART XII, LINE 4B RECONCILIATION OF REVENUE SCHOLARSHIPS RECLASSED TO EXPENSE 83,720,221 RENTAL EXPENSES RECLASSED FROM EXP (158,946) INV MGMT FEES RECLASSED TO EXP 1,685,289 SPECIAL EVENT EXPENSES RELCASSED FROM EXP (305,050) ROUNDED FINANCIAL STATEMENT DIFFERENCE (211) TOTAL LINE 4B 84,941,303 | ||
| SCH D,PART XIII, LINE 2D RECONCILIATION OF EXPENSES RENTAL EXPENSE RECLASSED 158,946 SPECIAL EVENT EXPENSE RECLASSED 305,050 TOTAL LINE 2D 463,996 | ||
| SCH D, PART XIII, LINE 4B RECONCILIATION OF EXPENSES SCHOLARSHIPS RECLASSED TO EXPENSES 83,720,221 INV MGMT FEES RECLASSED TO EXPENSES 1,685,289 ROUNDED FINANCIAL STATEMENT DIFERENCE (615) TOTAL LINE 4B 85,404,895 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | UNIVERSITY OF SAN DIEGO'S RACIALLY NONDISCRIMINATORY POLICY PUBLISHED IN ALL RECRUITING BROCHURES AND ADVERTISEMENTS AS WELL AS UNDERGRADUATE AND GRADUATE BULLETINS AND CATALOGS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF SAN DIEGO RECEIVED AN ESTIMATED $112.4M IN CONTRIBUTIONS FROM FEDERAL AND STATE AGENCIES FOR ASSISTANCE IN PROVIDING POST-SECONDARY EDUCATION. THIS INCLUDES $100.7M IN FEDERAL FAMILY EDUCATION LOANS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPORTS BANQUET | NameOfEvent1 |
| Gross Receipts Event1 | 182750 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 153900 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 28850 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 78019 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOUNDERS GALA | NameOfEvent2 |
| Gross Receipts Event2 | 157944 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 135014 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22930 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 5000 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 330491 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 207222 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 123269 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 222031 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 671185 | GrossReceiptsTotal |
| Charitable Contributions Total | 496136 | CharitableContributionsTotal |
| Gross Revenue Total Events | 175049 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 305050 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 305050 | DirectExpenseSummaryEvents |
| Net Income Summary | -130001 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| USD SCHOLARSHIPS | 2982 | 51499270 |
| STUDENT AID - GRADUATE AND LAW | 981 | 15960150 |
| STUDENT AID - ATHLETICS AND RECREATION | 186 | 6689542 |
| STUDENT AID - PRIVATE | 185 | 2409648 |
| ENDOWED SCHOLARSHIPS | 102 | 1880057 |
| STUDENT AID - RESIDENCE AND BOARD | 81 | 909991 |
| FEDERAL SCHOLARSHIPS AND GRANTS | 507 | 4371563 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY AWARDS SCHOLARSHIPS TO INDIVIDUAL STUDENTS TO OFFSET THE COST OF TUITION, FEES, ROOM AND BOARD, ETC. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY E LYONS | |||||||||||||
| 390147 | 0 | 26600 | 0 | 40004 | 0 | 29400 | 0 | 14291 | 0 | 500442 | 0 | 0 | 0 |
| JULIE H SULLIVAN | |||||||||||||
| 440554 | 0 | 21225 | 0 | 102776 | 0 | 29400 | 0 | 3242 | 0 | 597197 | 0 | 0 | 0 |
| TIMOTHY L O'MALLEY | |||||||||||||
| 211466 | 0 | 13200 | 0 | 13476 | 0 | 26664 | 0 | 18886 | 0 | 283692 | 0 | 0 | 0 |
| REV MSGR D DILLABOUGH | |||||||||||||
| 146182 | 0 | 12900 | 0 | 51976 | 0 | 22580 | 0 | 19270 | 0 | 252908 | 0 | 0 | 0 |
| CARMEN M VAZQUEZ | |||||||||||||
| 201291 | 0 | 14150 | 0 | 51976 | 0 | 23299 | 0 | 3373 | 0 | 294089 | 0 | 0 | 0 |
| LEENDERT R HERING | |||||||||||||
| 180067 | 0 | 12300 | 0 | 32167 | 0 | 25452 | 0 | 3221 | 0 | 253207 | 0 | 0 | 0 |
| KEVIN L COLE | |||||||||||||
| 267190 | 0 | 0 | 0 | 8571 | 0 | 29400 | 0 | 17893 | 0 | 323054 | 0 | 0 | 0 |
| DAVID F PYKE | |||||||||||||
| 279433 | 0 | 15000 | 0 | 40000 | 0 | 24600 | 0 | 51132 | 0 | 410165 | 0 | 0 | 0 |
| SALLY B HARDIN | |||||||||||||
| 162814 | 0 | 0 | 0 | 22000 | 0 | 23100 | 0 | 16822 | 0 | 224736 | 0 | 0 | 0 |
| PAULA A CORDEIRO | |||||||||||||
| 143283 | 0 | 0 | 0 | 38500 | 0 | 22650 | 0 | 13984 | 0 | 218417 | 0 | 0 | 0 |
| MARY BOYD | |||||||||||||
| 182338 | 0 | 0 | 0 | 28140 | 0 | 24420 | 0 | 17779 | 0 | 252677 | 0 | 0 | 0 |
| WILLIAM T GRIER | |||||||||||||
| 492514 | 0 | 20000 | 0 | 51500 | 0 | 29400 | 0 | 19390 | 0 | 612804 | 0 | 0 | 0 |
| ORLY LOBEL | |||||||||||||
| 171581 | 0 | 0 | 0 | 116500 | 0 | 17730 | 0 | 1048 | 0 | 306859 | 0 | 0 | 0 |
| FRANKLIN PARTNOY | |||||||||||||
| 279416 | 0 | 0 | 0 | 0 | 0 | 24617 | 0 | 16642 | 0 | 320675 | 0 | 0 | 0 |
| JAMES OLIVERO | |||||||||||||
| 46875 | 0 | 449502 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 496377 | 0 | 0 | 0 |
| STEPHEN HORNING | |||||||||||||
| 290164 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 290164 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | SCHEDULE J, PART I, LINE 1A: THE PRESIDENT IS PROVIDED ON CAMPUS HOUSING AND IT IS RECORDED AS A NON-TAXABLE BENEFIT. | |
| PART III | NON-FIXED PAYMENTS RECEIVED BY LISTED PERSONS ON SCHEDULE J, PART II, REPRESENT DISCRETIONARY BONUSES NOT BASED ON A FORMULA SPECIFIED IN CONTRACTS. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | |||||||
| 680164610 | 130911V56 | 2005-11-16 | 93415000 | NOTE 1; NOTE 2 | 0 | 0 | 0 |
| CALIFORNIA EDUCATION FACILITIES AUTH | |||||||
| 521705592 | 130178V56 | 2011-03-15 | 18640000 | REFUNDING OF 1998 CEFA REVENUE BONDS ONLY | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| 101587507 | 4556982 | 6830198 | 584802 | 87884533 | 1730992 | 2009 | 1 | 0 | 1 | 1 |
| 19562314 | 19558410 | 3904 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00140 | 0.00140 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.01700 | 0.01700 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GKB FINANCIAL | |||||||||||||
| 1 | 1 | 1 | SERVICES | 40.000000000000 | 0 | 0 | 1 | JP MORGAN CHASE | BANK | 4.500000000000 | 1 | 1 | 0 |
| (no name) | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||||||||
Form990 Schedule K Part V Form990ScheduleKPartV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| NOTE 1: PART I, LINE A (F), DESCRIPTION OF PURPOSE: | CONSTRUCTION OF SCHOOL OF LEADERSHIP AND EDUCATION SCIENCES FACILITY, STUDENT HOUSING FACILITIES, STUDENT LIFE PAVILION, AND RENOVATION OF STUDENT UNIVERSITY CENTER AND ACADEMIC, ADMINISTRATIVE AND STUDENT FACILITIES. |
| NOTE 2: | USD PREVIOUSLY ANSWERED "YES" TO PART I (G), INDICATING THAT A PORTION OF THE 2005 BONDS HAD BEEN DEFEASED. IN FACT, A PORTION OF THE 2005 BOND PROCEEDS WERE PLACED IN ESCROW AND UTILIZED TO REFUND A PRIOR ISSUE. ALL BONDS ISSUED AS PART OF THE 2005 ORIGINAL ISSUE ARE OUTSTANDING, AND NONE HAVE BEEN DEFEASED. |
| NOTE 3: PART II, LINE 10 (B): | REFUNDING OF 1998 BOND ISSUE ONLY. NO ADDITIONAL CAPITAL EXPENDITURE INCURRED WITH 2011 BOND PROCEEDS. |
| NOTE 4: PART II LINE 11 (A): | REBATE OF $1,730,992 MADE TO US TREASURY AUGUST 2010. |
| NOTE 5: PART IV LINE 3B (A) | MASTER REPURCHASE AGREEMENT BETWEEN JP MORGAN CHASE BANK, THE SELLER AND PROVIDER OF INVESTMENT CONTRACT AND WELLS FARGO BANK, TRUSTEE AND AGREEMENT BUYER. PERMITTED INVESTMENT SCHEDULE IS PART OF THE MRA, AND INCLUDED CASH, DIRECT OBLIGATIONS OF ANY FEDERAL AGENCY OR FEDERALLY SPONSORED ENTITY. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| DAVID PYKE | |||||
| X | $200,000 | 80000 | 0 | 0 | 1 |
| JULLIE SULLIVAN | |||||
| X | $200,000 | 149200 | 0 | 1 | 1 |
| MARY BOYD | |||||
| X | $120,000 | 80000 | 0 | 0 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 309200 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990, SCHEDULE L, PART II, BOX F: LOANS TO OFFICERS ARE APPROVED BY THE BOARD OF TRUSTEES FOLLOWING RECEIPT OF A RECOMMENDATION FROM THE EXECUTIVE COMMITTEE AND THE EXECUTIVE COMPENSATION COMMITTEE. LOANS TO KEY EMPLOYEES OR HIGHLY COMPENSATED EMPLOYEES AS CLASSIFIED ON THE FORM 990 ARE APPROVED BY THE EXECUTIVE VICE PRESIDENT AND PROVOST AND/OR PRESIDENT. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7135309 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE UNIVERSITY UTILIZES A BROKER TO SELL STOCK GIFTS RECEIVED | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND A COPY OF THE 990 IS AVAILABLE TO THE ORGANIZATION'S ENTIRE GOVERNING BOARD ONLINE AT THE SECURED TRUSTEE WEBSITE BEFORE IT IS FILED. | |
| EACH YEAR THE BOARD OF DIRECTORS AND EXCUTIVE MANAGEMENT ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY CONFLICT IS REVIEWED AND HANDLED IN ACCORDANCE WITH THE WRITTEN POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF TRUSTEE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS INDEPENDENT, DETERMINES COMPENSATION USING COMPARABLE DATA AND CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS. THIS PROCESS IS DONE ANNUALLY FOR THE PRESIDENT AND THE VICE PRESIDENTS. THE EXECUTIVE VICE PRESIDENT AND PROVOST DETERMINES THE COMPENSATIONS FOR THE DEANS USING MARKET BENCHMARK DATA PREPARED BY INDEPENDENT PERSONS AND THE BENCHMARK SCHOOLS ARE SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FORMS 990 AND 990T ARE AVAILABLE TO THE PUBLIC BY VIEWING THE GUIDESTAR WEBSITE AND UPON REQUEST FROM THE OFFICE OF THE CONTROLLER AT 619-260-2302; ACCOUNTING@SANDIEGO.EDU; OR ONSITE FROM THE OFFICE OF THE CONTROLLER. FORM 1023 IS AVAILABLE UPON REQUEST FROM THE OFFICE OF THE CONTROLLER AT 619-260-2302; ACCOUNTING@SANDIEGO.EDU; OR ONSITE FROM THE OFFICE OF THE CONTROLLER. | FORM 990, PART VI, SECTION C, LINE 18 | |
| AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE CONTROLLER AT 619-260-2302; ACCOUNTING@SANDIEGO.EDU; GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE PRESIDENT AT 619-260-4520; CONFLICT OF INTEREST POLICY IS AVAILABLE ONLINE AT WWW.SANDIEGO.EDU. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 41,138,230. | FORM 990, PART XI, LINE 5: |
| THE COMPENSATED BOARD MEMBER RECEIVED COMPENSATION IN THE CAPACITY AS A PROFESSOR FOR THE SCHOOL. | FORM 990, PART VII, COMPENSATION: |