UNIVERSITY OF THE PACIFIC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE PACIFIC (EIN 94-1156266)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-03-16
IRS object ID: 201240769349300344
Schema version: 2010v3.2
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 I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-16T18:00:03-05:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	941156266	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF THE PACIFIC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIV	NameControl
Phone	2099467372	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3601 Pacific Avenue	AddressLine1
City	Stockton	City
State	CA	State
ZIP Code	95211	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PATRICK D CAVANAUGH	Name
Title	VP FOR BUSINESS AND FINANCE	Title
Date Signed	2012-03-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	PAMELA A EIBECK PHD PRESIDENT	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3601 Pacific Avenue	AddressLine1
City	Stockton	City
State	CA	State
ZIP Code	95211	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	874030606	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.PACIFIC.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1851	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE A SUPERIOR, STUDENT-CENTERED LEARNING EXPERIENCE INTEGRATING LIBERAL ARTS AND PROFESSIONAL EDUCATION AND PREPARING INDIVIDUALS FOR LASTING ACHIEVEMENT AND RESPONSIBLE LEADERSHIP IN THEIR CAREERS AND COMMUNITIES.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	29	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	25	NbrIndependentVotingMembers
Total Nbr Employees	5281	TotalNbrEmployees
Total Gross UBI	326624	TotalGrossUBI
Net Unrelated Business Txbl Income	-38744	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	55439151	ContributionsGrantsPriorYear
Contributions Grants Current Year	54705400	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	276928025	ProgramServiceRevenuePriorYear
Program Service Revenue CY	301566219	ProgramServiceRevenueCY
Investment Income Prior Year	14230773	InvestmentIncomePriorYear
Investment Income Current Year	17195837	InvestmentIncomeCurrentYear
Other Revenue Prior Year	7580880	OtherRevenuePriorYear
Other Revenue Current Year	6745800	OtherRevenueCurrentYear
Total Revenue Prior Year	354178829	TotalRevenuePriorYear
Total Revenue Current Year	380213256	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	54214307	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	61024152	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	170762034	SalariesEtcPriorYear
Salaries Etc Current Year	177673830	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	306854	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	211281	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	12135104	TotalFundrsngExpCurrentYear
Other Expense Prior Year	117511142	OtherExpensePriorYear
Other Expenses Current Year	122730705	OtherExpensesCurrentYear
Total Expenses Prior Year	342794337	TotalExpensesPriorYear
Total Expenses Current Year	361639968	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	11384492	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	18573288	RevenuesLessExpensesCY
Total Assets BOY	630431511	TotalAssetsBOY
Total Assets EOY	668868642	TotalAssetsEOY
Total Liabilities BOY	226583799	TotalLiabilitiesBOY
Total Liabilities EOY	221103729	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	403847712	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	447764913	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO PROVIDE A SUPERIOR, STUDENT-CENTERED LEARNING EXPERIENCE INTEGRATING LIBERAL ARTS AND PROFESSIONAL EDUCATION AND PREPARING INDIVIDUALS FOR LASTING ACHIEVEMENT AND RESPONSIBLE LEADERSHIP IN THEIR CAREERS AND COMMUNITIES.	MissionDescription
Significant Change	false	SignificantChange
Expense	178395132	Expense
Description	INSTRUCTION, DEPARTMENTAL AND ACADEMIC SUPPORT: INCLUDES THE SALARIES, BENEFITS, SUPPLIES AND DEPARTMENTAL SUPPORT NECESSARY TO DELIVER HIGHER EDUCATION UNDERGRADUATE, GRADUATE AND PROFESSIONAL EDUCATION FOR THE UNIVERSITY'S APPROXIMATELY 6,500 STUDENTS ACROSS THREE CALIFORNIA CAMPUSES.THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON COMBINES MANY OF THE ADVANTAGES OF A LARGER UNIVERSITY WITH THOSE OF A SMALL LIBERAL ARTS COLLEGE, OFFERING A BROAD ARRAY OF UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS THROUGH SEVEN SCHOOLS, INCLUDING THE COLLEGE OF THE PACIFIC, THE SCHOOL OF INTERNATIONAL STUDIES, THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, THE CONSERVATORY OF MUSIC, THE EBERHARDT SCHOOL OF BUSINESS, THE GLADYS L. BENERD SCHOOL OF EDUCATION, AND THE THOMAS J. LONG SCHOOL OF PHARMACY AND HEALTH SCIENCES. THE SAN FRANCISCO CAMPUS IS HOME TO THE ARTHUR A. DUGONI SCHOOL OF DENTISTRY, ONE OF THE LEADING DENTAL SCHOOLS IN THE NATION. THE SACRAMENTO CAMPUS IS HOME TO THE MCGEORGE SCHOOL OF LAW, ONE OF THE LARGEST LAW SCHOOLS IN CALIFORNIA.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	84808232	Expense
Grants	61024152	Grants
Description	STUDENT SERVICES, SCHOLARSHIPS AND FINANCIAL AID: INCLUDES EXPENDITURES FOR ALL FORMS OF STUDENT AID AND EXPENDITURES FOR THE EDUCATION AND SUPPORT OF THE UNIVERSITY'S APPROXIMATELY 6,500 STUDENTS. THE UNIVERSITY'S NATIONALLY RECOGNIZED FINANCIAL AID PROGRAM DEMONSTRATES AN ONGOING COMMITMENT TO PUT A QUALITY EDUCATION WITHIN REACH, PROVIDING A WIDE RANGE OF SCHOLARSHIPS AND GRANTS, INCLUDING MATCHING CAL GRANTS FOR STUDENTS WHO QUALIFY. THE UNIVERSITY'S FOUR-YEAR GUARANTEE PROVIDES STUDENTS ASSURANCE THEY WILL BE ABLE TO GET THE CLASSES THEY NEED TO GRADUATE ON TIME.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	42819942	Expense
Description	RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	29702145	Expense
Description	AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES AND ATHLETICS ACTIVITIES, INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	29702145	TotalOfOtherProgramServiceExp
Total Program Service Expense	335725451	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	true	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	true	LoanToOfficerOrDQP
Grant To Related Person	true	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	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1088	NumberFormsTransmittedWith1096
Number W2 G Included	5	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5281	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	AU	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	29	NbrVotingGoverningBodyMembers
Number Independent Voting Members	25	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	Kenneth M Mullen	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2099467372	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3601 Pacific Avenue	AddressLine1
City	Stockton	City
State	CA	State
ZIP Code	95211	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (55 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Key EmployeeKeyEmployee	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
FLAHERTY RICHARD
DEAN, EBERHARDT SCHOOL OF BUSINESS	50	X	174595	0	17560
USHIJIMA NICK
BOARD MEMBER	5		0	0	0	X
SAWDON LORI
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
SANDERS ELIZABETH
BOARD MEMBER	5		0	0	0	X
RUHL BARRY
BOARD MEMBER	5		0	0	0	X
ROBB WALTER
BOARD MEMBER	5		0	0	0	X
REDMOND RONALD
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
POWELL JEANETTE
BOARD MEMBER	5		0	0	0	X
PHILIBOSIAN DIANE
BOARD MEMBER	5		0	0	0	X
NELSON FREDERIC
BOARD MEMBER	5		0	0	0	X
MOYER HAYNE
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
MILLER DIANE
BOARD MEMBER	5		0	0	0	X
MAIR JAMES
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
LEER STEVEN
BOARD MEMBER	5		0	0	0	X
LEASURE LARRY
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
JANSSEN KATHLEEN
BOARD MEMBER - VICE CHAIR	15		0	0	0	X	X
HERNANDEZ JOSE
BOARD MEMBER	5		0	0	0	X
ENGLAND MORRISON
BOARD MEMBER - SECRETARY	15		0	0	0	X	X
CORKERN ROBERT
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
CORDES RON
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
CHAN TONY
BOARD MEMBER	5		0	0	0	X
CALLAHAN CONNIE
BOARD MEMBER, COMMITTEE CHAIR	10		0	0	0	X
KOFF HOWARD
BOARD MEMBER - TREASURER	15		0	0	0	X	X
ABELSON SIGMUND
BOARD MEMBER	5		0	0	0	X
ZUCKERMAN TOM
BOARD MEMBER - CHAIR	15		0	0	0	X	X
EIBECK PAMELA
PRESIDENT	50		448239	0	96339	X	X
THOMASON ROBERT
HEAD COACH, MEN'S BASKETBALL	50		287976	0	34675			X
RINDSKOPF-PARKER ELIZABETH
DEAN, MCGEORGE SCHOOL OF LAW	50	X	324637	0	56504
OPPENHEIMER PHILLIP
DEAN, PHARMACY & HEALTH SCIENCES	50	X	228045	0	35729
NATTESTAD ANDERS
PROFESSOR OF ORAL SURGERY	50		413653	0	38407			X
LELAND EDWARD
VP, EXTERNAL RELATIONS	50		361875	0	53977		X
KRISE THOMAS
DEAN, COLLEGE OF THE PACIFIC	50	X	158467	0	21640
KING LYNN
DIRECTOR, ATHLETICS	50	X	179654	0	42409
JAIN RAVINDER
DEAN, ENGINEERING & COMPUTER SCIENCE	50	X	248079	0	36664
INDRESANO A THOMAS
PROFESSOR, CHAIR ORAL SURGERY	50		428487	0	41931			X
GRIEGO ELIZABETH
VP, STUDENT LIFE	50		225488	0	39861		X
GONG JIN
DEAN, RESEARCH & GRADUATE STUDIES	50	X	160882	0	34000
GILBERTSON PHILIP
PROVOST EMERITUS	0		297633	0	45860				X
FERRILLO PATRICK
DEAN, DUGONI SCHOOL OF DENTISTRY	50	X	420084	0	30959
FAIT GLENN
ASSOCIATE DEAN & SPECIAL COUNSEL, MCGEORGE	50	X	206413	0	27093
DEROSA DONALD
PRESIDENT EMERITUS	0		449977	0	42497				X
CAVANAUGH PATRICK
VP, BUSINESS & FINANCE	50		548158	0	54771		X
BREHM LARRY
ASSOC VP & CHIEF INVEST OFFICER	50	X	160960	0	26680
BOYD ROBERT
PROFESSOR, CHAIR ORTHODONTICS	50		272604	0	38603			X
EBERHARDT DOUGLASS
BOARD MEMBER	5		0	0	0	X
HAYASHI RANDY
BOARD MEMBER	5		0	0	0	X
PALLAVICINI MARIA
PROVOST	50		0	0	0		X
LACKEY MARY LOU
VP AND SEC. TO BD OF REGENTS	50		313330	0	39700		X
NADERSHAHI NADER
EXEC. ASSOC. DEAN/ASSOC. DEAN FOR ACADEMIC AFFAIRS	50	X	250108	0	38159
YARBOROUGH CRAIG
ASSOC. DEAN FOR INSTITUTIONAL ADVANCEMENT	50	X	235013	0	41444
WEICK CYNTHIA
DIRECTOR OF POWELL SCHOLAR PROGRAM & INTERIM DEAN SCHOOL OF INT'L STUDIES	50	X	192184	0	19497
BECK LYNN
DEAN, SCHOOL OF EDUCATION	50	X	155591	0	21722
MANOLAKAS CHRISTINE
PROFESSOR OF LAW	50		244872	0	30575			X
JOHNSTON CHRISTOPHER
VP, DEVELOPMENT	50		127404	0	28508		X
PURNELL JEAN
ASSOCIATE VICE PRESIDENT	50		201599	0	40090				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7716007	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1075854	TotalOtherCompensation
Number Individuals GT100 K	257	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
DOWNEY BRAND ATTORNEYS LLP
621 CAPITOL MALL 18TH FLOOR	SACRAMENTO	CA	95814	LEGAL	376391
JJD PROPS LTD DBA JJD STKN ADVENTURE LLC
1776 W MARCH LN STE 170	STOCKTON	CA	95207	PROPERTY MANAGEMENT	335084
KPMG LLP
DEPT 0922 PO BOX 120001	DALLAS	TX	75312	ACCOUNTING	315400
MILLER LAW GROUP LLC
111 SUTTER ST SUITE 700	SAN FRANCISCO	CA	94104	LEGAL	314243
PFAU ARCHITECTURE LTD
98 JACK LONDON ALLEY	SAN FRANCISCO	CA	94107	ARCHITECTURAL	263681

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	75	NumberOfContractorsGT100K
Government Grants	44085019	GovernmentGrants
All Other Contributions	10620381	AllOtherContributions
Noncash Contributions	603894	NoncashContributions
Total Contributions	54705400	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION	900099	260685192	260685192
DENTAL CLINIC	900099	14239648	14239648
AUXILIARY	541800	26641379	26641379

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	301566219	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	6802771	TotalRevenueColumn
Exclusion	$6,802,771	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	0	TotalRevenueColumn

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	832129	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	44700	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	787429	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	787429	TotalRevenueColumn
Unrelated Business Revenue	85659	UnrelatedBusinessRevenue
Exclusion	$701,770	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	501033000	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	490639934	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	10393066	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	10393066	TotalRevenueColumn
Exclusion	$10,393,066	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	249871	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	271435	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	392000	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-142129	TotalRevenueColumn
Exclusion	-$142,129	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	3668099	GrossSalesOfInventory
Cost Of Goods Sold	2740716	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	927383	TotalRevenueColumn
Related Or Exempt Function Income	892456	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	34927	UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADVERTISING & FACILITY RENTAL	900099	206038	206038
PARKING	812930	588714		588714
OTHER	900099	4378365		4378365

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	5173117	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	380213256	TotalRevenueColumn
Related Or Exempt Function Income	307425754	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	326624	UnrelatedBusinessRevenue
Exclusion	$17,755,478	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	61024152	Total
Program Services	61024152	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	8791859	Total
Program Services	5797756	ProgramServices
Management And General	2180651	ManagementAndGeneral
Fundraising	813452	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	128418313	Total
Program Services	118516935	ProgramServices
Management And General	5223271	ManagementAndGeneral
Fundraising	4678107	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	11757792	Total
Program Services	10817889	ProgramServices
Management And General	543353	ManagementAndGeneral
Fundraising	396550	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	18024913	Total
Program Services	16162129	ProgramServices
Management And General	1119630	ManagementAndGeneral
Fundraising	743154	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	10680953	Total
Program Services	9653530	ProgramServices
Management And General	570205	ManagementAndGeneral
Fundraising	457218	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	1124088	Total
Program Services	916366	ProgramServices
Management And General	159902	ManagementAndGeneral
Fundraising	47820	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	465293	Total
Program Services	413612	ProgramServices
Management And General	27480	ManagementAndGeneral
Fundraising	24201	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	118918	Total
Management And General	118918	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	211281	Total
Fundraising	211281	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	909721	Total
Program Services	806650	ProgramServices
Management And General	54805	ManagementAndGeneral
Fundraising	48266	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	28252372	Total
Program Services	27167001	ProgramServices
Management And General	638311	ManagementAndGeneral
Fundraising	447060	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1867556	Total
Program Services	1590144	ProgramServices
Management And General	132989	ManagementAndGeneral
Fundraising	144423	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	29604560	Total
Program Services	27571246	ProgramServices
Management And General	508328	ManagementAndGeneral
Fundraising	1524986	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	5733441	Total
Program Services	5205928	ProgramServices
Management And General	296805	ManagementAndGeneral
Fundraising	230708	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	8453725	Total
Program Services	7629009	ProgramServices
Management And General	352665	ManagementAndGeneral
Fundraising	472051	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	5500324	Total
Program Services	4904958	ProgramServices
Management And General	319845	ManagementAndGeneral
Fundraising	275521	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	6378573	Total
Program Services	5769889	ProgramServices
Management And General	323653	ManagementAndGeneral
Fundraising	285031	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	16031338	Total
Program Services	14501526	ProgramServices
Management And General	813440	ManagementAndGeneral
Fundraising	716372	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1434350	Total
Program Services	1306470	ProgramServices
Management And General	61749	ManagementAndGeneral
Fundraising	66131	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
HOSPITALITY STUDENT ROOM/BOARD	6070097	6042846	74	27177
CATERING & OTHER HOSPITALITY	3395888	2829992	136050	429846
BUILDING/GROUNDS REPAIR/MAINT	2033756	1858241	98717	76798
ATHLETIC ACTIVITIES	2288170	2216912	70885	373
TUITION/BOARD/FEES PD TO OTHERS	1026204	1026204

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2042331	Total
Program Services	1996066	ProgramServices
Management And General	27687	ManagementAndGeneral
Fundraising	18578	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	361639968	Total
Program Services	335725451	ProgramServices
Management And General	13779413	ManagementAndGeneral
Fundraising	12135104	Fundraising

Total Joint Costs TotalJointCosts

Field	Value	IRS element (for citing)
Total	0	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1336857	BOY
EOY	2535424	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	19197937	BOY
EOY	10578766	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	13491172	BOY
EOY	12685634	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	5641765	BOY
EOY	5324891	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	399469	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	30268076	BOY
EOY	30403423	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	3875370	BOY
EOY	4050040	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2034372	BOY
EOY	16708217	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	461742054	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	206188161	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	245508793	BOY
EOY	255553893	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	262630539	BOY
EOY	285723804	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	44292894	BOY
EOY	42895453	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	2153736	BOY
EOY	2009628	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	630431511	BOY
EOY	668868642	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	25455725	BOY
EOY	26487523	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	1802224	BOY
EOY	1608096	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	20341727	BOY
EOY	14659320	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	122793816	BOY
EOY	119591866	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	2569566	BOY
EOY	1964268	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	53620741	BOY
EOY	56792656	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	226583799	BOY
EOY	221103729	EOY

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	215968029	BOY
EOY	232221180	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	41153849	BOY
EOY	62020325	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	146725834	BOY
EOY	153523408	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	403847712	BOY
EOY	447764913	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	630431511	BOY
EOY	668868642	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	18573288	ReconcilationRevenueExpenses
Reconcilation Other Changes	25343913	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Exmpt Function Expenditures	0	TotalExmptFunctionExpenditures
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$118,918	OtherActivitiesAmount
Total Lobbying Expenditures IIB	118918	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3
Non Ded Lobby Political Total	0	NonDedLobbyPoliticalTotal

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Description of other lobbying activities	Identifier
Return Reference	Schedule C, Part II-B, Line 1i	ReturnReference
Explanation	THE UNIVERSITY RETAINED COUNSEL FROM CAPITOL HILL PARTNERS TO PROVIDE LOBBYING SERVICES RELATED TO FEDERAL LEGISLATION EFFECTING HIGHER EDUCATION AND UNIVERSITY OPERATIONS. CAPITOL HILL PARTNERS WAS PAID $118,918 DURING THE YEAR FOR SERVICES RENDERED. IN ADDITION, THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES, THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) AND THE ASSOCIATION OF GOVERNING BOARDS (AGB). THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	178683000	BeginningOfYearBalance
Contributions	3082000	Contributions
Investment Earnings Or Losses	38012000	InvestmentEarningsOrLosses
Grants Or Scholarships	8084000	GrantsOrScholarships
Other Expenditures	0	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	211693000	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	157302000	BeginningOfYearBalance
Contributions	4360000	Contributions
Investment Earnings Or Losses	22640000	InvestmentEarningsOrLosses
Grants Or Scholarships	5619000	GrantsOrScholarships
End Of Year Balance	178683000	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	202978000	BeginningOfYearBalance
Contributions	3281000	Contributions
Investment Earnings Or Losses	-40141000	InvestmentEarningsOrLosses
Grants Or Scholarships	8816000	GrantsOrScholarships
End Of Year Balance	157302000	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.28170	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.71830	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	6263174	OtherCostOrOtherBasis
Book Value	6263174	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	327963016	OtherCostOrOtherBasis
Depreciation	146821364	Depreciation
Book Value	181141652	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	112304785	OtherCostOrOtherBasis
Depreciation	59366797	Depreciation
Book Value	52937988	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	15211079	OtherCostOrOtherBasis
Book Value	15211079	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	255553893	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
SECURITIES - US	245193	F
HEDGE FUNDS & PRIVATE EQUITY	40724783	F
ASSETS HELD BY OTHERS	1656577	F
REAL PROPERTY	268900	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	42895453	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescription	AmountAmount
ASSET RETIREMENT OBLIGATION	$6,692,734
FEDERAL STUDENT LOAN PROGRAM	$28,901,076
CAPITAL LEASE OBLIGATIONS	$3,776,725
EARLY RETIREMENT RESERVES	$2,280,993
SELF INSURANCE RESERVES	$6,048,387
ANNUITY & UNITRUST RESERVES	$9,092,741

Field	Value	IRS element (for citing)
Total Of Amounts	56792656	TotalOfAmounts
Total Revenue	380213256	TotalRevenue
Total Expenses	361639968	TotalExpenses
Excess Or Deficit For Year	18573288	ExcessOrDeficitForYear
Other	$25,343,910	OtherAmount
Total Adjustments	25343910	TotalAdjustments
Excess Or Deficit Per FS	43917198	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	317122894	TotRevenueEtcAuditedFinclStmt
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	0	RevenueNotRptdF990
Revenue Subtotal	317122894	RevenueSubtotal
Other Revenues Not Included	63090362	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	63090362	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	380213256	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	303356530	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	0	OtherExpensesIncluded
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	303356530	ExpensesSubtotal
Other Expenses Not Included	58283438	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	58283438	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	361639968	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Collections of art - description of collections	Schedule D, Part III, Line 4	THE UNIVERSITY'S HOLT-ATHERTON SPECIAL COLLECTIONS DEPARTMENT HOUSES THE UNIVERSITY LIBRARY'S NON-CIRCULATING RARE AND UNIQUE RESEARCH MATERIALS. THE MISSION OF SPECIAL COLLECTIONS IS TO COLLECT, PRESERVE, AND PROVIDE ACCESS TO MANUSCRIPT COLLECTIONS, A SPECIALIZED BOOK COLLECTION, AND THE UNIVERSITY ARCHIVES FOR STUDENTS AND FACULTY OF THE UNIVERSITY OF THE PACIFIC AND THE GENERAL PUBLIC. THE BRUBECK COLLECTION: UNIVERSITY OF THE PACIFIC ALUMNI DAVE AND IOLA BRUBECK ESTABLISHED THE BRUBECK COLLECTION AND THE BRUBECK INSTITUTE IN CONJUNCTION WITH THEIR ALMA MATER TO PRESERVE, PROMOTE, AND PASS ON THE RICH LEGACY OF JAZZ TO FUTURE GENERATIONS. THE BRUBECK COLLECTION IS A UNIQUE ACCUMULATION OF MATERIALS REPRESENTING OVER SEVENTY YEARS IN THE CREATIVE LIFE OF ONE OF JAZZ'S MOST RENOWNED PRACTITIONERS. IT INCLUDES, IN ITS 350+ LINEAR FEET, A VAST ARRAY OF BUSINESS PAPERS, CORRESPONDENCE, MUSICAL SCORES, PHOTOGRAPHS, AND AUDIO AND VIDEO RECORDINGS. JOHN MUIR PAPERS: SINCE 1970, HOLT-ATHERTON SPECIAL COLLECTIONS HAS BEEN THE REPOSITORY FOR THE JOHN MUIR PAPERS. TODAY, APPROXIMATELY 75% OF THE EXTANT PAPERS OF MUIR ARE HOUSED AT THE HOLT-ATHERTON SPECIAL COLLECTIONS. THE JOHN MUIR PAPERS INCLUDE CORRESPONDENCE, JOURNALS AND SKETCHBOOKS, MANUSCRIPTS, DRAWINGS AND SKETCHES, PHOTOGRAPHS, MAPS, MEMORABILIA, SCRAPBOOKS, AND MISCELLANEOUS PAPERS. WESTERN AMERICANA COLLECTIONS: THE PRIMARY FOCUS OF THE MANUSCRIPT COLLECTIONS IS THE HISTORY OF CALIFORNIA, EMPHASIZING STOCKTON AND THE NORTHERN SAN JOAQUIN VALLEY. MORE THAN 400 COLLECTIONS OF UNIQUE MATERIALS SUPPORT RESEARCH IN A WIDE VARIETY OF DISCIPLINES. LETTERS, PHOTOGRAPHS, DIARIES, BOOKS, MAPS, BUSINESS RECORDS, AND OTHER ARCHIVAL RECORDS DOCUMENT TOPICS SUCH AS THE GOLD RUSH AND MINING INDUSTRY, PIONEER EXPERIENCES, OVERLAND JOURNEYS, AGRICULTURE, EDUCATION, BUSINESS, CRIME, RELIGION, LITERATURE, TRANSPORTATION, POLITICS, WATER DEVELOPMENT, THEATER, AND WOMEN'S AND ETHNIC HISTORY FROM THE MID-NINETEENTH THROUGH THE TWENTIETH CENTURY. THE DIGITAL COLLECTION: OVER 50,000 IMAGES IN THE HOLT-ATHERTON SPECIAL COLLECTIONS DIGITAL COLLECTION PICTORIALLY DOCUMENTS THE HISTORY OF THE GREAT CENTRAL VALLEY AND SAN JOAQUIN COUNTY, AS WELL AS THE MOTHER LODE REGION, THE SAN FRANCISCO BAY AREA, CALIFORNIA IN GENERAL, AND THE AMERICAN CIVIL WAR. THE PHOTOGRAPHS COVER THE PERIOD FROM THE CIVIL WAR TO THE PRESENT. THE JANET LEIGH COLLECTION: THE JANET LEIGH COLLECTION IS HELD BY THE THEATER ARTS DEPARTMENT AND INCLUDES HISTORIC PHOTOGRAPHS AND MEMORABILIA FROM ACTRESS JANET LEIGH'S LIFE. THE COLLECTION INCLUDES PHOTOGRAPHS OF MANY POLITICAL AND ENTERTAINMENT FIGURES DATING BACK TO 1950; LOBBY CARDS, POSTERS, AND OTHER MEMORABILIA FROM JANET LEIGH'S FILMS; AND NUMEROUS AWARDS INCLUDING HER 1961 GOLDEN GLOBE FOR "BEST SUPPORTING ACTRESS" IN THE FILM PSYCHO.
Intended uses of endowment funds	Schedule D, Part V, Line 4	THE UNIVERSITY'S ENDOWMENT FUNDS INCLUDE QUASI-ENDOWED FUNDS ESTABLISHED BY THE BOARD OF REGENTS AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS ESTABLISHED BY DONORS. ENDOWED FUNDS ARE INVESTED IN PERPETUITY IN ACCORDANCE WITH THE UNIVERSITY'S INVESTMENT AND SPENDING POLICIES. QUASI-ENDOWED FUNDS ARE RESTRICTED TO VARIOUS USES AS APPROVED BY THE BOARD OF REGENTS. DONOR-RESTRICTED FUNDS INCLUDE FUNDS INVESTED FOR PURPOSES OF FUNDING STUDENT SCHOLARSHIPS, INVESTMENT IN PLANT, AND PROGRAM SUPPORT.
FIN 48 (ASC 740) footnote	Schedule D, Part X, Line 2	THE UNIVERSITY FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION (FASB) ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL (FORMERLY KNOWN AS FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN INTERPRETATION OF FASB STATEMENT NO. 109), AND ESTABLISHES FOR ALL ENTITIES, INCLUDING PASS-THROUGH ENTITIES, A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF POSITIONS TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION) AND REQUIRES CERTAIN EXPANDED TAX DISCLOSURES. NO SUCH UNCERTAIN TAX POSITIONS EXIST FOR THE UNIVERSITY AS OF JUNE 30, 2011.
Other changes in net assets	Schedule D, Part XI, Line 8	UNREALIZED INVESTMENT GAINS - 23763848; ACTUARIAL GAIN ON TRUST & ANNUITY - 1580062;
Other revenues in form 990 not in audited financial statements	Schedule D, Part XII, Line 4b	FINANCIAL AID - 61024152; UNREALIZED INVESTMENT GAINS - -23763848; ACTUARIAL GAIN ON TRUST & ANNUITY - -1580062; INVESTMENT GAINS - 30150836; COST OF GOODS SOLD - -2740716;
Other expenses in form 990 not in audited financial statements	Schedule D, Part XIII, Line 4b	FINANCIAL AID - 61024152; COST OF GOODS SOLD - -2740716; ROUNDING - 2;

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

Field	Value	IRS element (for citing)
Identifier	Financial aid or assistance from a governmental agency	Identifier
Return Reference	Schedule E, Line 6a	ReturnReference
Explanation	DURING THE TAX YEAR ENDING ON 06/30/2011, THE UNIVERSITY RECEIVED SUPPORT FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES TOTALING $44,085,019.	Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	EXPERIENTIAL EDUCATION IN CHINA	237674
EUROPE (INCLUDING ICELAND AND GREENLAND)	1	1	PROGRAM SERVICES	STUDY ABROAD	296734
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	STUDY ABROAD	52350
SOUTH AMERICA	0	0	PROGRAM SERVICES	STUDY ABROAD	1417
SUB SAHARAN AFRICA	0	0	PROGRAM SERVICES	STUDY ABROAD	250
MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	PUBLICATION	600
EUROPE (INCLUDING ICELAND AND GREENLAND)			PASSIVE INVESTMENTS		6642333
CENTRAL AMERICA AND THE CARIBBEAN			PASSIVE INVESTMENTS		14823497
CENTRAL AMERICA AND THE CARIBBEAN	0	0	FUNDRAISING		3014
NORTH AMERICA (CANADA & MEXICO ONLY)	0	0	PROGRAM SERVICES	COMMENCEMENT SPEAKER	4208

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	1	TotalNumberOfEmployees
Total Amount Spent	22062077	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	false	OwnForeignCorp
Passive Foreign Invest Co	false	PassiveForeignInvestCo
Foreign Partnership	false	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES	SCHEDULE F, PART I	THE AMOUNTS LISTED IN COLUMN (F) FOR PACIFIC'S INVESTMENTS IN EUROPE AND CENTRAL AMERICAN/CARIBBEAN REFER TO THE FAIR MARKET VALUE OF INVESTMENTS FOR THAT PARTICULAR REGION, NOT SOLELY THE EXPENDITURES FOR THE 2010 TAX YEAR, AS REQUIRED BY THE IRS .
PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE U.S.	SCHEDULE F, PART I, LINE 2	UNIVERSITY OF THE PACIFIC'S CAMPUSES ARE LOCATED IN THE MAJOR PORT CITY OF STOCKTON, THE CALIFORNIA CAPITAL OF SACRAMENTO, AND THE WORLD CULTURAL AND BUSINESS CENTER OF SAN FRANCISCO, GIVING THE UNIVERSITY UNIQUE OPPORTUNITIES TO IMPLEMENT PROGRAMS AROUND THE PACIFIC RIM AND ELSEWHERE. THE UNIVERSITY'S STRATEGIC INTERNATIONAL PARTNERSHIPS SERVE THREE PURPOSES: TO PROVIDE EXPERIENTIAL LEARNING OPPORTUNITIES FOR ITS STUDENTS; TO PROVIDE PUBLIC SERVICE IN DEVELOPING MARKETS AND REGIONS; AND TO PROVIDE INTENSIVE ACADEMIC EXPERIENCES WHERE APPROPRIATE IN FIELDS SUCH AS INTERNATIONAL LAW. THE UNIVERSITY ENCOURAGES STUDY ABROAD FOR ITS OWN STUDENTS, AND OFFERS INTENSIVE UNDERGRADUATE AND PROFESSIONAL PROGRAMS FOR INTERNATIONAL STUDENTS ON ALL THREE OF ITS CAMPUSES. ALL INTERNATIONAL PROGRAMS AND RELATED FINANCIAL RESOURCES ARE MONITORED CLOSELY BY PROGRAM DIRECTORS AND UNIVERSITY LEADERSHIP, AND REPORTED TO THE CONTROLLER'S OFFICE. GOVERNMENT FUNDED GRANTS ARE CLOSELY MONITORED BY THE OFFICE OF SPONSORED PROGRAMS AND GRADUATES STUDIES, AND THE CONTROLLER'S OFFICE. ALSO, FEDERALLY FUNDED AWARDS ARE INCORPORATED INTO THE UNIVERSITY'S ANNUAL AUDIT IN COMPLIANCE WITH THE PROVISIONS OF U.S. OMB CIRCULAR A-133.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	true	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	ActivityActivity	Fundraiser Control Of FundsFundraiserControlOfFunds	Gross ReceiptsGrossReceipts	Amount Retained By ContractorAmountRetainedByContractor	Net To OrganizationNetToOrganization
RUFFALO CODY LLC
PO BOX 3018	CEDAR RAPIDS	IA	52406	ALUMNI FUNDRAISING	false	367192	124165	243027
HARRIS CONNECT LLC
1511 ROUTE 22 STE C-25	BREWSTER	NY	10509	ALUMNI FUNDRAISING	false	163486	87116	76370

Field	Value	IRS element (for citing)
Total Gross Receipts	530678	TotalGrossReceipts
Total Retained By Contractors	211281	TotalRetainedByContractors
Total Net To Organization	319397	TotalNetToOrganization
Licensed States	AK	LicensedStates
Licensed States	AZ	LicensedStates
Licensed States	CA	LicensedStates
Licensed States	CO	LicensedStates
Licensed States	HI	LicensedStates
Licensed States	UT	LicensedStates
Licensed States	WA	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	174734	GrossReceiptsEvent1
Charitable Contributions Event1	81330	CharitableContributionsEvent1
Gross Revenue Event1	93404	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	7851	NonCashPrizesEvent1
Rent Facility Costs Event1	78043	RentFacilityCostsEvent1
Other Direct Expenses Event1	14767	OtherDirectExpensesEvent1
Name Of Event2	ORANGE & BLACK BALL	NameOfEvent2
Gross Receipts Event2	147742	GrossReceiptsEvent2
Charitable Contributions Event2	70427	CharitableContributionsEvent2
Gross Revenue Event2	77315	GrossRevenueEvent2
Cash Prizes Event2	1000	CashPrizesEvent2
Non Cash Prizes Event2	60986	NonCashPrizesEvent2
Rent Facility Costs Event2	0	RentFacilityCostsEvent2
Other Direct Expenses Event2	161961	OtherDirectExpensesEvent2
Total Number Of Other Events	6	TotalNumberOfOtherEvents
Gross Receipts Other Events	198830	GrossReceiptsOtherEvents
Charitable Contrib Other Events	119678	CharitableContribOtherEvents
Gross Revenue Other Events	79152	GrossRevenueOtherEvents
Cash Prizes Other Events	0	CashPrizesOtherEvents
Non Cash Prizes Other Events	379	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	13176	RentFacilityCostsOtherEvents
Other Direct Expenses Other Events	53837	OtherDirectExpensesOtherEvents
Gross Receipts Total	521306	GrossReceiptsTotal
Charitable Contributions Total	271435	CharitableContributionsTotal
Gross Revenue Total Events	249871	GrossRevenueTotalEvents
Cash Prizes Total Events	1000	CashPrizesTotalEvents
Non Cash Prizes Total Events	69216	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	91219	RentFacilityCostsTotalEvents
Food And Beverage Total Events	0	FoodAndBeverageTotalEvents
Entertainment Total Events	0	EntertainmentTotalEvents
Other Direct Expenses Total Events	230565	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	392000	DirectExpenseSummaryEvents
Net Income Summary	-142129	NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

Field	Value	IRS element (for citing)
Identifier	DISTINGUISHING PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES	Identifier
Return Reference	SCHEDULE G, PART I, LINE 2	ReturnReference
Explanation	HARRIS CONNECT LLC (FORMERLY IDC, LTD.) IS A REGISTERED COMMERCIAL FUNDRAISER FOR CHARITABLE PURPOSES IN THE STATE OF CALIFORNIA AND PROVIDES ALUMNI FUNDRAISING SERVICES TO THE UNIVERSITY. FINANCIAL REPORTS AND HARRIS CONNECT ACTIVITIES CONDUCTED ON BEHALF OF THE UNIVERSITY ARE FILED ANNUALLY WITH THE CALIFORNIA STATE ATTORNEY GENERAL'S OFFICE IN ACCORDANCE WITH CHARITABLE SOLICITATION REGULATIONS.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
DONOR SPONSORED FINANCIAL AID	230	3627105	N/A	N/A
UNIVERSITY SPONSORED FINANCIAL AID	3652	57392997	N/A	N/A
PRIVATE GRANT/CONTRACT FINANCIAL AID	1	4050	N/A	N/A

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedures for monitoring use of grant funds	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	FEDERAL AND STATE PROGRAMS ARE ADMINISTERED ACCORDING TO THE LAWS, RULES, STATUTES, AND REGULATIONS AS ISSUED BY THE STATE OF CALIFORNIA AND THE U.S. DEPARTMENT OF EDUCATION AS WELL AS THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNIVERSITY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES AND PROCEDURES DEVELOPED AND IMPLEMENTED BY THE FINANCIAL AID OFFICE IN SUPPORT OF THE UNIVERSITY'S STRATEGIC ENROLLMENT PLAN. THE FINANCIAL AID OFFICE USES THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AS WELL AS A NUMBER OF SUPPORTING DOCUMENTS OF VERIFICATION TO DETERMINE A STUDENT'S ELIGIBILITY FOR ALL NEED BASED PROGRAMS. IN ADDITION, STUDENTS ARE REVIEWED BASED ON ACADEMIC QUALIFICATIONS AND SPECIAL TALENTS FOR MERIT BASED PROGRAMS SUCH AS MUSIC, ATHLETICS, REGENTS SCHOLARSHIPS AND SIMILAR PROGRAMS. POLICIES AND PROCEDURES ENSURE THAT THE DETERMINATION OF AID ELIGIBILITY AND THE SUBSEQUENT DELIVERY OF AID FROM ANY AND ALL PROGRAMS ARE DONE IN A FAIR AND EQUITABLE MANNER AND IN ACCORDANCE WITH THE RULES AND REGULATIONS THAT GOVERN THE INDIVIDUAL PROGRAMS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (28 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
FLAHERTY RICHARD
144768	0	0	0	29827	0	17224	0	336	0	192155	0	0	0
EIBECK PAMELA
348736	0	0	0	99503	0	41000	0	55339	0	544578	0	0	0
THOMASON ROBERT
240594	0	42500	0	4882	0	24500	0	10175	0	322651	0	0	0
RINDSKOPF-PARKER ELIZABETH
309918	0	0	0	14719	0	24500	0	32004	0	381141	0	0	0
OPPENHEIMER PHILLIP
226200	0	0	0	1845	0	23273	0	12456	0	263774	0	0	0
NATTESTAD ANDERS
412896	0	0	0	757	0	24500	0	13907	0	452060	0	0	0
LELAND EDWARD
249979	0	25000	0	86896	0	41000	0	12977	0	415852	0	38100	0
KRISE THOMAS
157921	0	0	0	546	0	15997	0	5643	0	180107	0	0	0
KING LYNN
173887	0	0	0	5767	0	30204	0	12205	0	222063	0	0	0
JAIN RAVINDER
244074	0	0	0	4005	0	24500	0	12164	0	284743	0	0	0
INDRESANO A THOMAS
424899	0	0	0	3588	0	24500	0	17431	0	470418	0	0	0
GRIEGO ELIZABETH
185856	0	0	0	39632	0	34073	0	5788	0	265349	0	27105	0
GONG JIN
160203	0	0	0	679	0	16797	0	17203	0	194882	0	0	0
GILBERTSON PHILIP
137608	0	0	0	160025	0	32750	0	13110	0	343493	0	142000	0
FERRILLO PATRICK
344673	0	0	0	75411	0	24500	0	6459	0	451043	0	0	0
FAIT GLENN
203610	0	0	0	2803	0	20872	0	6221	0	233506	0	0	0
DEROSA DONALD
265236	0	0	0	184741	0	24500	0	17997	0	492474	0	0	0
CAVANAUGH PATRICK
265532	0	0	0	282626	0	41000	0	13771	0	602929	0	267400	0
BREHM LARRY
158833	0	0	0	2127	0	16624	0	10056	0	187640	0	0	0
BOYD ROBERT
270087	0	0	0	2517	0	24500	0	14103	0	311207	0	0	0
LACKEY MARY LOU
202000	0	0	0	111330	0	38500	0	1200	0	353030	0	0	0
NADERSHAHI NADER
249485	0	0	0	623	0	24500	0	13659	0	288267	0	0	0
YARBOROUGH CRAIG
233622	0	0	0	1391	0	24125	0	17319	0	276457	0	0	0
WEICK CYNTHIA
191601	0	0	0	583	0	19160	0	337	0	211681	0	0	0
BECK LYNN
154727	0	0	0	864	0	15699	0	6023	0	177313	0	0	0
MANOLAKAS CHRISTINE
243542	0	0	0	1330	0	24500	0	6075	0	275447	0	0	0
JOHNSTON CHRISTOPHER
125839	0	0	0	1565	0	21250	0	7258	0	155912	0	0	0
PURNELL JEAN
169092	0	0	0	32507	0	25863	0	14227	0	241689	0	24240	0

Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
First-class or charter travel	Schedule J, Part I, Line 1a	THE UNIVERSITY DOES NOT PAY THE COST OF FIRST CLASS TRAVEL. WHILE INDIVIDUALS MAY CHOOSE TO TRAVEL FIRST CLASS, THE UNIVERSITY WILL PAY UP TO THE COST OF COACH OR ECONOMY CLASS TRAVEL. ANY EXCEPTIONS TO THIS POLICY REQUIRE THE WRITTEN APPROVAL OF THE PRESIDENT OR VICE PRESIDENT FOR BUSINESS & FINANCE, OBTAINED IN ADVANCE OF TRAVEL. EMPLOYEES ARE PERMITTED TO USE PERSONAL AIRLINE MILES, "POINTS," OR OTHER FOR UPGRADES; HOWEVER, THE UNIVERSITY WILL NOT REIMBURSE EMPLOYEES FOR THE VALUE OF THESE UPGRADES.
Travel for companions	Schedule J, Part I, Line 1a	COMPANION TRAVEL IS THE FINANCIAL RESPONSIBILITY OF THE TRAVELER EXCEPT IN CASES WHERE THE PRESENCE OF THE COMPANION IS REQUIRED FOR UNIVERSITY BUSINESS REASONS.
Tax indemnification and gross-up payments	Schedule J, Part I, Line 1a	PRESIDENT EMERITUS DEROSA RECEIVED COMPENSATION TO COVER THE TAXES ASSOCIATED WITH THE RENTAL VALUE OF THE UNIVERSITY OWNED APARTMENT LOCATED IN SAN FRANCISCO WHICH WAS PROVIDED TO PRESIDENT EMERITUS DEROSA FOR THE CONVENIENCE OF THE UNIVERSITY.
Housing allowance or residence for personal use	Schedule J, Part I, Line 1a	THE UNIVERSITY HAS THREE CAMPUSES, LOCATED IN STOCKTON, SACRAMENTO AND SAN FRANCISCO. AT THE MAIN CAMPUSES IN STOCKTON AND THE SACRAMENTO CAMPUS, ON-CAMPUS HOUSING IS PROVIDED TO THE PRESIDENT AND DEAN, RESPECTIVELY. FOR STOCKTON AND SACRAMENTO, THE HOUSING QUALIFIES FOR EXCLUSION FROM EMPLOYEE TAXABLE INCOME. AT THE SAN FRANCISCO CAMPUS, HOUSING IS PROVIDED FOR THE DEAN AT A UNIVERSITY OWNED APARTMENT A SHORT DISTANCE FROM THE CAMPUS, BUT NOT ON THE UNIVERSITY'S BUSINESS PREMISES. THE ESTIMATED MARKET VALUE OF THE APARTMENT, INCLUDING FURNISHINGS AND HOUSEKEEPING, IS $4,000 PER MONTH, AND THIS AMOUNT WAS PAID TO THE DEAN IN THE FORM OF A HOUSING ALLOWANCE, WHICH IS FULLY TAXABLE AND INCLUDED IN HIS "OTHER REPORTABLE COMPENSATION" COLUMN OF SCHEDULE J. AS PART OF DEROSA'S POST-PRESIDENTIAL DUTIES FOR THE UNIVERSITY, HE IS PROVIDED HOUSING IN SAN FRANCISCO AT A UNIVERSITY OWNED APARTMENT. THE ESTIMATED MARKET VALUE OF THE APARTMENT, INCLUDING FURNISHINGS AND GENERAL MAINTENANCE, IS $6,200 PER MONTH, AND THIS AMOUNT WAS PAID TO DEROSA IN THE FORM OF A HOUSING ALLOWANCE, WHICH IS FULLY TAXABLE AND INCLUDED IN HIS "OTHER REPORTABLE COMPENSATION" COLUMN OF SCHEDULE J. A HOUSING ALLOWANCE IS PROVIDED TO THE VICE PRESIDENT FOR EXTERNAL RELATIONS AND IS TREATED AS TAXABLE COMPENSATION. A HOUSING ALLOWANCE IS PROVIDED TO THE DEAN OF EBHERHARDT SCHOOL OF BUSINESS AND IS TREATED AS TAXABLE COMPENSATION.
Health or social club dues or initiation fees	Schedule J, Part I, Line 1a	SOME UNIVERSITY OFFICERS AND KEY EMPLOYEES HAVE UNIVERSITY PAID MEMBERSHIPS IN SOCIAL, GOLF AND COUNTRY CLUBS TO FACILITATE BUSINESS PURPOSES, INCLUDING DONOR CULTIVATION, NETWORKING AND UNIVERSITY MEETINGS. ANY PERSONAL USE OF SUCH CLUBS IS TAXABLE TO THE EMPLOYEES AND REPORTED AS A PORTION OF THE "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J PART II COLUMN B(III).
Personal services	Schedule J, Part I, Line 1a	THE "OTHER REPORTABLE COMPENSATION" FOR PRESIDENT EIBECK INCLUDES $10,345 FOR THE VALUE OF ALL HOUSEKEEPING SERVICES PROVIDED BY THE UNIVERSITY AT HER ON-CAMPUS RESIDENCE. HOUSEKEEPING SERVICES FOR THE SACRAMENTO CAMPUS HOME IS PERSONALLY PAID BY THE DEAN.
Severance or change-of-control payment	Schedule J, Part I, Line 4a	IN ANTICIPATION OF THE RETIREMENT OF PRESIDENT EMERITUS DEROSA ON JUNE 30, 2009, THE UNIVERSITY SOUGHT TO ENSURE A SMOOTH TRANSITION TO NEW LEADERSHIP BY RETAINING OFFICERS AND KEY STAFF THROUGHOUT THE YEAR FOLLOWING THE PRESIDENT'S RETIREMENT. THEREFORE, IN APRIL OF 2008, EACH OF THE INDIVIDUALS BELOW RECEIVED RETENTION AGREEMENTS THAT PROVIDED INCENTIVES FOR REMAINING AT THE UNIVERSITY THROUGH JUNE 30, 2010. THESE DEFERRED COMPENSATION BENEFITS VESTED ON JUNE 30, 2010 AND WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THEREFORE, RETENTION PAYMENTS WERE PAID TO THE FOLLOWING EMPLOYEES: PATRICK CAVANAUGH, VICE PRESIDENT $267,400 PHIL GILBERTSON, PROVOST EMERITUS $142,000 ELIZABETH GRIEGO, VICE PRESIDENT $27,105 TED LELAND, VICE PRESIDENT $38,100 JEAN PURNELL, ASSOCIATE VICE PRESIDENT $25,740 PRIOR TO THE VESTING DATE, THE EARNINGS ATTRIBUTABLE TO THE RETENTION INCENTIVE PAYMENTS WERE REPORTED AS "OTHER DEFERRED COMPENSATION" IN SCH. J, PART II, COL. (D), AS SEEN IN THE UNIVERSITY'S PRIOR 990.

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
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
521705592	130175R46	2004-08-12	11703853	SEE PART V	false	false	false
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
521705592	130178DT0	2006-06-01	77180000	SEE PART V	false	false	false
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
521705592	130178TA4	2009-05-28	14934717	SEE PART V	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceeds	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
11997251	0	234077	11763174	2008	false	false	true	true
78477762	53529861	1070356	25297563	2008	false	true	true	true
14966744	0	298693	14668032	2010	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	true	false	true	true
false	false	true	false	true	true
false	false	false	false	false	true

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	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of HedgeTermOfHedge	Term Of GICTermOfGIC
false	false	false	false	false	false	false
true	false	false	false	false	false	false
false	false	false	false	false	false	false	0.0	0.0

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SUPPLEMENTAL INFORMATION	SCHEDULE K, PART V	PART I, COLUMN (F) - DESCRIPTION OF PURPOSE SERIES 2004 (ISSUE DATE AUGUST 12, 2004): RENOVATION OF STUDENT RESIDENTIAL FACILITIES, FIRE SAFETY UPGRADES. SERIES 2006 (ISSUE DATE JUNE 1, 2006): ADVANCE REFUND OF SERIES 2000 AND 2002 BOND ISSUANCES, CONSTRUCTION OF DONALD V. DEROSA AND KAREN M. DEROSA UNIVERSITY CENTER, CONSTRUCTION OF BIOLOGICAL SCIENCES CENTER, CONSTRUCTION AND EQUIPPING OF OTHER FACILITY ADDITIONS AND RENOVATION, CONSOLIDATION AND EXPANSION OF LAW LIBRARY. THE REFUNDED SERIES 2000 BOND WAS ISSUED ON JUNE 6, 2000. THE REFUNDED SERIES 2002 BOND WAS ISSUED ON MAY 8, 2002. SERIES 2009 (ISSUE DATE MAY 28, 2009): CONSTRUCTION OF JOHN T. CHAMBERS ENGINEERING TECHNOLOGY CENTER, CONSTRUCTION OF JANSSEN-LAGORIO GYMNASIUM, RELOCATION OF DATA CENTER, UPGRADE OF INFRASTRUCTURE IMPROVEMENTS.
SUPPLEMENTAL INFORMATION	SCHEDULE K, PART V	PART II, LINE 3, COLUMNS A-C - TOTAL PROCEEDS OF ISSUE PROCEEDS ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I COLUMN (E); THE DIFFERENCE IS DUE TO INVESTMENT EARNINGS BEING INCLUDED IN THE "TOTAL PROCEEDS OF ISSUE" AMOUNTS.
SUPPLEMENTAL INFORMATION	SCHEDULE K, PART V	PART III, LINE 7 - POST-ISSUANCE BOND COMPLIANCE THE UNIVERSITY IS IN THE PROCESS OF FORMALIZING ITS PRACTICES AND PROCEDURES TO ENSURE POST-ISSUANCE COMPLIANCE WITH ITS TAX-EXEMPT BOND LIABILITIES.

Schedule L IRS990ScheduleL

Loan Table LoanTable

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MARIA PALLAVICINI HOME LOAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Loan From Organization	X	LoanFromOrganization
Original Principal	$400,000	OriginalPrincipalAmount
Balance Due	399468	BalanceDue
Default	false	Default
Approved By Board	true	ApprovedByBoard
Written Agreement	true	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	399468	TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Relationship With OrganizationRelationshipWithOrganization	Amount Of GrantAmountOfGrant
MERIT SCHOLARSHIPS
N/A	6500
TUITION ASSISTANCE
N/A	41930

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
JOSE HERNANDEZ
BOARD MEMBER	21345	SEE SUPPLEMENTAL INFORMATION	false
ELIZABETH RINDSKOPF-PARKER
KEY EMPLOYEE	53302	SEE SUPPLEMENTAL INFORMATION	false
CYNTHIA WEICK
KEY EMPLOYEE	120866	SEE SUPPLEMENTAL INFORMATION	false
DOUGLASS EBERHARDT
BOARD MEMBER	271880264	SEE SUPPLEMENTAL INFORMATION	false
RANDY HAYASHI
BOARD MEMBER	11738	SEE SUPPLEMENTAL INFORMATION	false

Form990 Schedule L Part V Form990ScheduleLPartV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS	FORM 990, SCHEDULE L, PART IV	DOUGLASS EBERHARDT, A BOARD MEMBER, IS AN OFFICER AT A FINANCIAL INSTITUTION WHICH PROVIDES PACIFIC'S GENERAL BANKING SERVICES. IN ADDITION, THE BANK'S TRUST DEPARTMENT IS AN INVESTMENT CUSTODIAN. THE AMOUNT SHOWN REPRESENTS THE CASH IN BANK AND INVESTMENT ACCOUNTS AS OF YEAR-END. CYNTHIA WEICK, DIRECTOR OF POWELL SCHOLAR PROGRAM, A KEY EMPLOYEE, IS RELATED TO BRIAN WEICK, HER HUSBAND, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON. BRIAN WEICK REPORTS DIRECTLY TO THE DEAN OF ENGINEERING. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2010 FOR BRIAN WEICK. ELIZABETH RINDSKOPF-PARKER, DEAN OF THE PACIFIC MCGEORGE SCHOOL OF LAW, A KEY EMPLOYEE, IS RELATED TO ROBERT PARKER, HER HUSBAND, WHO IS ALSO AN EMPLOYEE AT MCGEORGE. ROBERT PARKER REPORTS DIRECTLY TO THE PROVOST. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2010 FOR ROBERT PARKER. JOSE HERNANDEZ, A BOARD MEMBER, IS RELATED TO LETICIA CORONA, HIS SISTER, WHO IS AN EMPLOYEE AT THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2010 FOR LETICIA CORONA. RANDY HAYASHI, A BOARD MEMBER, IS RELATED TO NINA HAYASHI, HIS WIFE, WHO WAS PAID AS AN INDEPENDENT CONTRACTOR FOR INTERIOR DESIGN SERVICES PROVIDED TO THE UNIVERSITY. THE AMOUNT SHOW REPRESENTS THE IRS FORM 1099 REPORTABLE AMOUNT FOR THE UNIVERSITY'S 2011 FISCAL YEAR.
LOANS TO AND/OR FROM INTERESTED PERSONS	FORM 990, SCHEDULE L, PART II	THE HOME LOAN PROVIDED TO THE PROVOST IS FOR A TERM OF 30 YEARS WITH A THEN MARKET INTEREST RATE OF 4%. PAYMENTS ON THE LOAN BEGAN IN JUNE 2011, WHICH IS THE FINAL MONTH OF THE UNIVERSITY'S TAX YEAR. THE AMOUNT SHOWN IN COLUMN (D) IS THE BALANCE DUE AT THE END OF THE UNIVERSITY'S TAX YEAR.
GRANTS OR ASSISTANCE BENEFTING INTERESTED PERSONS	FORM 990, SCHEDULE L, PART III, COL. (A)	PER THE 990 INSTRUCTIONS, THE UNIVERSITY IS NOT REQUIRED TO IDENTIFY THE INTERESTED PERSONS WHO RECEIVED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THE UNIVERSITY MUST GROUP EACH TYPE OF ASSISTANCE PROVIDED TO INTERESTED PERSONS. THIS IS DONE IN ORDER TO PROTECT THE IDENTITY OF THE STUDENTS.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	8500	NoncashContribsRptdF990
Method Of Determining Revenues	OPINIONS OF EXPERTS	MethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	26500	NoncashContribsRptdF990
Method Of Determining Revenues	OPINIONS OF EXPERTS	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	20	NumberOfContributions
Noncash Contribs Rptd F990	259809	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	5	NumberOfContributions
Noncash Contribs Rptd F990	284035	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	FIXED BOND	1	10144	MARKET VALUE
X	COMPUTER EQUIPMENT	3	14906	MARKET VALUE

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
TOTAL NUMBER OF VOLUNTEERS	FORM 990, PART I, LINE 6	THE UNIVERSITY IS FORTUNATE TO BENEFIT FROM THE SERVICES OF VOLUNTEERS ACROSS ITS NUMEROUS SCHOOLS, DEPARTMENTS, AND PROGRAMS, BUT THE UNIVERSITY DOES NOT FORMALLY TRACK THIS POPULATION.
Description of other program services	Form 990, Part III, Line 4d	AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES AND ATHLETICS ACTIVITIES, INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING.
Review of form 990 by governing body	Form 990, Part VI, Section B, Line 11b	THE FULL BOARD OF REGENTS OF THE UNIVERSITY ANNUALLY REVIEWS THE IRS 990 PRIOR TO FILING USING THE FOLLOWING PROCESS REVISED BY THE BOARD AUDIT COMMITTEE IN OCTOBER OF 2011: - A DRAFT OF THE RETURN IS ELECTRONICALLY SUBMITTED TO THE BOARD AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE CHAIR THEN SENDS COMMENTS AND QUESTIONS TO THE CONTROLLER FOR RESOLUTION. - THE CONTROLLER SUMMARIZES THE AUDIT COMMITTEE'S QUESTIONS IN WRITING AND SUBMITS THE EXPLANATIONS AND A DRAFT OF THE RETURN TO THE FULL BOARD FOR ANY FURTHER COMMENT. - BOARD MEMBERS SEND COMMENTS AND QUESTIONS TO THE AUDIT COMMITTEE CHAIR. THE CHAIR FORWARDS QUESTIONS TO THE CONTROLLER FOR RESOLUTION. - THE CONTROLLER SUMMARIZES THE BOARD'S QUESTIONS IN WRITING AND SUBMITS THE EXPLANATIONS TO THE AUDIT COMMITTEE CHAIR FOR ANY FURTHER COMMENT. - THE RETURN IS FINALIZED AND FILED WITH THE IRS.
Conflict of interest policy	Form 990, Part VI, Section B, Line 12c	THE UNIVERSITY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS WRITTEN CONFLICT OF INTEREST POLICY. EACH YEAR, ALL BOARD OF REGENTS MEMBERS AND KEY EMPLOYEES IDENTIFIED BY THE BOARD'S AUDIT COMMITTEE, INCLUSIVE OF THOSE REPORTED AS BOARD MEMBERS, OFFICERS, KEY EMPLOYEES, HIGHLY COMPENSATED EMPLOYEES AND FORMER KEY AND/OR HIGHLY COMPENSATED EMPLOYEES IN THIS IRS 990, ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST SURVEY. SURVEYS ARE SUBMITTED CONFIDENTIALLY TO THE DIRECTOR OF INTERNAL AUDIT FOR REVIEW. ALL INDIVIDUALS SURVEYED ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE OF ANY DIRECT OR FIDUCIARY RELATIONSHIPS THAT THEY (OR MEMBERS OF THEIR FAMILY) MAINTAIN WITH ORGANIZATIONS THAT DO BUSINESS WITH THE UNIVERSITY WHICH COULD BE REASONABLY CONSTRUED TO AFFECT THEIR INDEPENDENT, UNBIASED JUDGMENT IN LIGHT OF THEIR DECISION-MAKING AUTHORITY OR RESPONSIBILITY. THESE INDIVIDUALS ("COVERED PERSONS") AFFIRM THEY: - HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; - HAVE READ AND UNDERSTAND THE POLICY; - AGREE TO COMPLY WITH THE POLICY: AND - HAVE DISCLOSED ANY DIRECT OR INDIRECT FINANCIAL INTEREST RELATIONSHIP. ANY POTENTIAL CONFLICTS ARE ADDRESSED THROUGH FURTHER DISCUSSION WITH THE RESPONDENT AND RESOLVED AND DISCLOSED AS APPROPRIATE. IF THE DIRECTOR OF INTERNAL AUDIT HAS REASONABLE CAUSE TO BELIEVE A COVERED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTERESTS, HE OR SHE SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND ALLOW THE COVERED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. COVERED PERSONS WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATION IN THE CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS CLARIFYING INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS MAY NOT VOTE OR BE PRESENT AT THE TIME OF A VOTE. IF AFTER SUCH NOTICE AND OPPORTUNITY TO DISCLOSE IS PROVIDED, THE CHAIR OF THE AUDIT COMMITTEE DETERMINES THAT A FAILURE TO MAKE THE REQUIRED DISCLOSURE CONTINUES, THE MATTER IS REFERRED TO THE AUDIT COMMITTEE OF THE BOARD OF REGENTS, WHICH TAKES THE NECESSARY ACTION TO REMOVE THE CONFLICT TO PROTECT THE INTEREST OF THE UNIVERSITY. IN ADDITION, THE UNIVERSITY SEPARATELY SURVEYS ALL BOARD MEMBERS, OFFICERS, KEY EMPLOYEES, HIGHLY COMPENSATED EMPLOYEES AND FORMER KEY AND/OR HIGHLY COMPENSATED EMPLOYEES AS PART OF THE ANNUAL IRS 990 REVIEW PROCESS TO INFORM THE ANSWERS TO CONFLICT OF INTEREST AND GOVERNANCE
Process used to establish compensation of top management official	Form 990, Part VI, Section B, Line 15a	THE UNIVERSITY'S BOARD OF REGENTS IS RESPONSIBLE FOR SETTING THE PRESIDENT'S COMPENSATION. EACH YEAR, THE BOARD'S EXECUTIVE COMMITTEE APPOINTS A COMPENSATION COMMITTEE COMPOSED OF THREE TO FOUR NON-EMPLOYEE MEMBERS OF THE BOARD TO STUDY AND MAKE PRESIDENTIAL COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN ACCORDANCE WITH THE BYLAWS (ARTICLE XIV), THE EXECUTIVE COMMITTEE IN TURN REVIEWS THE RECOMMENDATIONS, AND APPROVES THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE COMPENSATION COMMITTEE BASES ITS RECOMMENDATIONS ON THE FOLLOWING: CONSULTATIONS WITH INDEPENDENT COMPENSATION CONSULTANTS; STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEY BY THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU); AND STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEYS BY THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA). THE EXECUTIVE COMMITTEE MINUTES DOCUMENT THE APPROVAL OF THE COMPENSATION FOR EACH YEAR.
Process used to establish compensation of other officers/key employees	Form 990, Part VI, Section B, Line 15b	THE BOARD OF REGENTS IS RESPONSIBLE FOR ESTABLISHING THE CONDITIONS OF EMPLOYMENT FOR OTHER KEY INSTITUTIONAL OFFICERS WHO SERVE UNDER THE DIRECTION OF THE PRESIDENT, INCLUDING THE PROVOST AND THE VICE PRESIDENTS. THE PRESIDENT EVALUATES AND RECOMMENDS COMPENSATION AND BENEFITS FOR EACH OFFICER. EACH YEAR, THE PRESIDENT REVIEWS THE MOST RECENT ANNUAL COMPENSATION SURVEYS PREPARED BY THE ASSOCIATION OF CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA) IN ORDER TO ESTABLISH COMPARABLE RATES OF PAY FOR SIMILARLY-SIZED PRIVATE DOCTORAL INSTITUTIONS. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE PROVOST OR VICE PRESIDENT WITH OVERSIGHT RESPONSIBILITY FOR THE RELATED SCHOOL OR DIVISION, USING MARKET INFORMATION FROM AICCU, CUPA, AND OTHER SOURCES RELEVANT TO THE RESPONSIBILITIES OF THE SCHOOL OR DIVISION KEY EMPLOYEE POSITION.
Public Disclosure	Form 990, Part VI, Section C, Line 19	THE UNIVERSITY MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH POSTING ON THE UNIVERSITY'S WEBSITE.
AVERAGE HOURS PER WEEK	FORM 990, PART VII, SECTION A, COLUMN (B)	THE UNIVERSITY DOES NOT TRACK HOURS WORKED BY TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES. FULL-TIME EXEMPT EMPLOYEES OF THE UNIVERSITY ARE EXPECTED TO WORK NO LESS THAN 40 HOURS PER WEEK. AMOUNTS PROVIDED IN PART VII ARE BASED UPON UNIVERSITY ESTIMATES.
"POSITION"	FORM 990, PART VII, SECTION A, COLUMN (C)	DONALD V. DEROSA'S POSITION IS LISTED AS "FORMER" BECAUSE HE WAS PREVIOUSLY LISTED ON THE 990 AS AN "OFFICER" DURING HIS TENURE AS UNIVERSITY PRESIDENT. PHILIP GILBERTSON'S POSITION IS LISTED AS "FORMER" BECAUSE HE WAS PREVIOUSLY LISTED ON THE 990 AS AN "OFFICER" DURING HIS TENURE AS PROVOST. PATRICK FERRILLO IS LISTED AS BOTH AN "OFFICER" AND "KEY EMPLOYEE" BECAUSE HE HELD TWO POSITIONS AT THE UNIVERSITY DURING BOTH CY2010 AND THE UNIVERSITY'S TAX YEAR. FOR THE SECOND HALF OF CY2010, FERRILLO WAS ALSO THE INTERIM-PROVOST. JEAN PURNELL'S POSITION IS LISTED AS "FORMER" BECAUSE SHE WAS PREVIOUSLY LISTED ON THE 990 AS A "KEY EMPLOYEE".
REPORTABLE COMPENSATION	FORM 990, PART VII, SECTION A, COLS (D)-(F)	PROVOST MARIA PALLAVICINI HAS NO REPORTABLE COMPENSATION LISTED BECAUSE HER EMPLOYMENT WITH THE UNIVERSITY BEGAN IN FEBRUARY 2011, WHICH WAS AFTER THE CALENDAR YEAR (2010) THAT FALLS WITHIN THE UNIVERSITY'S TAX YEAR (2011) HAD ENDED. REPORTABLE COMPENSATION IS BASED ON THE CALENDAR YEAR.
Other changes in net assets or fund balances	Form 990, Part XI, Line 5	UNREALIZED INVESTMENT GAINS - 23763848; ACTUARIAL GAIN ON TRUST & ANNUITY - 1580062; ROUNDING - 3;