PEPPERDINE UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PEPPERDINE UNIVERSITY (EIN 95-1644037)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-06-14
- IRS object ID
- 201111659349300431
- Schema version
- 2009v1.7
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-14T17:20:30-05:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644037 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pepperdine University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PEPP | NameControl |
| Phone | 3105064497 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24255 PACIFIC COAST HIGHWAY | AddressLine1 |
| City | MALIBU | City |
| State | CA | State |
| ZIP Code | 902634497 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian Thomasom | Name |
| Title | Controller | Title |
| Date Signed | 2011-06-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW BENTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24255 PACIFIC COAST HIGHWAY | AddressLine1 |
| City | MALIBU | City |
| State | CA | State |
| ZIP Code | 902634497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 365079761 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.pepperdine.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PEPPERDINE IS A CHRISTIAN UNIVERSITY COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF PURPOSE, SERVICE, AND LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4872 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 2244590 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -375193 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23977809 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39144062 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 287530285 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 299835961 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -24207604 | InvestmentIncomePriorYear |
| Investment Income Current Year | 25811054 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -412402 | OtherRevenuePriorYear |
| Other Revenue Current Year | -292114 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 286888088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 364498963 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 69755274 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 79187347 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 154862305 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 149317807 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7549816 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 114793677 | OtherExpensePriorYear |
| Other Expenses Current Year | 106852264 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 339411256 | TotalExpensesPriorYear |
| Total Expenses Current Year | 335357418 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -52523168 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29141545 | RevenuesLessExpensesCY |
| Total Assets BOY | 1211356614 | TotalAssetsBOY |
| Total Assets EOY | 1282802946 | TotalAssetsEOY |
| Total Liabilities BOY | 358282899 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 354285610 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 853073715 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 928517336 | NetAssetsOrFundBalancesEOY |
| Mission Description | PEPPERDINE IS A CHRISTIAN UNIVERSITY COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF PURPOSE, SERVICE, AND LEADERSHIP. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 84315909 | Expense |
| Grants | 5335964 | Grants |
| Revenue | 292401204 | Revenue |
| Description | INSTRUCTION & RESEARCH | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 44896568 | Expense |
| Grants | 952993 | Grants |
| Revenue | 3356638 | Revenue |
| Description | ACADEMIC SUPPORT | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 118100171 | Expense |
| Grants | 72898390 | Grants |
| Revenue | 2767991 | Revenue |
| Description | STUDENT SERVICES INCLUDING SCHOLARSHIPS TO ENROLLED STUDENTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 15162687 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1310128 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 262475335 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | 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 | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | 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 | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 11019 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4872 | 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 | AR | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | SZ | NameOfForeignCountry |
| Name Of Foreign Country | UK | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL B LASITER | NamePerson |
| Telephone Number | 3105064497 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24255 PACIFIC COAST HIGHWAY | AddressLine1 |
| City | MALIBU | City |
| State | CA | State |
| ZIP Code | 902634497 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Andrew k Benton | |||||||||
| President and ceo | 40.0 | X | X | 383944 | 0 | 120878 | |||
| CHARLES B RUNNELS | |||||||||
| Chancellor Emeritus | 40.0 | X | X | 156149 | 0 | 118909 | |||
| MATTHEW K FONG | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| TERRY M GILES | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| GLEN A HOLDEN | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| GAIL E HOPKINS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN D KATCH | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| EFF W MARTIN | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| MICHAEL T OKABAYASHI | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| RUSSELL L RAY JR | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| TRAVIS E REED | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| CAROL RICHARDS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| B JOSEPH ROKUS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| W L FLETCHER III | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM W STEVENS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| STEPHEN M STEWART | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| THOMAS J TRIMBLE | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT L WALKER | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| EDWARD V YANG | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| Susan F Rice | |||||||||
| SECRETARY | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM S BANOWSKY | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| TIMOTHY C PHILLIPS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| AUGUSTUS TAGLIAFERRI | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| Edwin L Biggers | |||||||||
| CHAIRMAN OF THE BOARD | 1.0 | X | 0 | 0 | 0 | ||||
| VIRGINIA B BRAUN | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| JANICE R BROWN | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| JOSE A COLLAZO | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| JERRY S COX | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| ROSA MERCADO SPIVEY | |||||||||
| REGENT | 1.0 | X | 0 | 0 | |||||
| Marylyn M Warren | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| JAMES R PORTER | |||||||||
| VICE CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||||
| FREDERICK L RICKER | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| CHARLES L BRANCH | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| MICHELLE HIEPLER | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| DENNIS LEWIS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| DANNY PHILLIPS | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| SHEILA BOST | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| MARK KIRK | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| BOI SIMON | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| MARTA TOOMA | |||||||||
| REGENT | 1.0 | X | 0 | 0 | 0 | ||||
| Nancy Magnusson Durham | |||||||||
| Senior Vice President | 40.0 | X | 231236 | 0 | 45326 | ||||
| Gary Hanson | |||||||||
| Executive Vice President/COO | 40.0 | X | 317292 | 0 | 95709 | ||||
| Samuel Hinkle | |||||||||
| Vice President, Advancement | 40.0 | X | 138121 | 0 | 123419 | ||||
| Paul Lasiter | |||||||||
| Chief Financial Officer | 40.0 | X | 102551 | 0 | 153501 | ||||
| Charles Pippin | |||||||||
| Senior Vice President INV CIO | 40.0 | X | 368000 | 0 | 84712 | ||||
| Darryl Tippens | |||||||||
| Provost | 40.0 | X | 349418 | 0 | 91203 | ||||
| TIMOTHY CHESTER | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 197602 | 0 | 27291 | X | ||||
| MARC GOODMAN | |||||||||
| GENERAL COUNSEL | 40.0 | 184960 | 0 | 31484 | X | ||||
| LINDA LIVINGSTONE | |||||||||
| DEAN-GSBM | 40.0 | 258580 | 0 | 44265 | X | ||||
| PHIL PHILLIPS | |||||||||
| CHIEF ADMIN OFFICER | 40.0 | 156789 | 0 | 92151 | X | ||||
| EDNA POWELL | |||||||||
| CHIEF BUSINESS OFFICER | 40.0 | 181886 | 0 | 35966 | X | ||||
| KENNETH STARR | |||||||||
| DEAN-SOL | 40.0 | 362380 | 0 | 39764 | X | ||||
| velios kodomichalos | |||||||||
| director of investments | 40.0 | 199860 | 0 | 41181 | X | ||||
| alexander pang | |||||||||
| associate vice president | 40.0 | 157870 | 0 | 29858 | X | ||||
| RICK MARRS | |||||||||
| DEAN - SEAVER | 40.0 | 156277 | 0 | 97113 | X | ||||
| MARK ROOSA | |||||||||
| DEAN - LIBRARIANS | 40.0 | 162326 | 0 | 33281 | X | ||||
| MARGARET WEBER | |||||||||
| DEAN - GSEP | 40.0 | 129536 | 0 | 133663 | X | ||||
| THOMAS STIPANOWICH | |||||||||
| PROFESSOR | 40.0 | 233941 | 0 | 40323 | X | ||||
| GRANT NELSON | |||||||||
| WILLIAM H REHNQUIST PROFESSOR | 40.0 | 247614 | 0 | 39602 | X | ||||
| EDWARD LARSON | |||||||||
| DARLING PROFESSOR | 40.0 | 270456 | 0 | 40192 | X | ||||
| THOMAS ASBURY | |||||||||
| HEAD COACH, MENS BASKETBALL | 40.0 | 267845 | 0 | 48120 | X | ||||
| RONALD FORD | |||||||||
| PRACTITIONER FAC ASSOC DEAN | 40.0 | 252363 | 0 | 40329 | X | ||||
| w david baird | |||||||||
| DEAN EMERITUS AND PROF III | 40.0 | 111302 | 0 | 79700 | X | ||||
| james wilburn | |||||||||
| dean school of public policy | 40.0 | 205183 | 0 | 47137 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5783481 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1775077 | TotalOtherCompensation |
| Number Individuals GT100 K | 242 | 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 |
|---|---|---|---|---|---|
| MILLIE SEVERSON INC | |||||
| PO BOX 3601 | LOS ALAMITOS | CA | 907200399 | contractor | 14268700 |
| SODEXO AMERICA LLC | |||||
| CAMPUS MAIL-TCC RM 110 | MALIBU | CA | 90263 | Catering | 5103563 |
| US OUTDOOR | |||||
| 1201 ALTA LOMA RD | LOS ANGELES | CA | 90069 | Advertising | 2361350 |
| RAMELLI JANITORIAL SVC | |||||
| PO BOX 51193 | NEW ORLEANS | LA | 70151 | JANITORIAL | 1314071 |
| HELLMUTH OBATA KASSABAUM INC | |||||
| DEPT 2233 | LOS ANGELES | CA | 90084 | FURNITURE AND SPACE | 1277014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Fundraising Events | 502036 | FundraisingEvents |
| Government Grants | 3309663 | GovernmentGrants |
| All Other Contributions | 35332363 | AllOtherContributions |
| Noncash Contributions | 10985122 | NoncashContributions |
| Total Contributions | 39144062 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT TUITION AND FEES | 611710 | 256637615 | 256637615 | |
| ROOM AND BOARD | 611710 | 31482749 | 31482749 | |
| SALES AND SERVICES | 722210 | 6281183 | 3849772 | 2431411 |
| EDUCATIONAL AND GENERAL | 611710 | 5431542 | 5431542 | |
| OTHER PROGRAM SERVICES | 611710 | 2872 | 2872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 299835961 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19038788 | TotalRevenueColumn |
| Exclusion | $19,038,788 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6772266 | TotalRevenueColumn |
| Unrelated Business Revenue | -186821 | UnrelatedBusinessRevenue |
| Exclusion | $6,959,087 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 288684 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 502036 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 580798 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -292114 | TotalRevenueColumn |
| Exclusion | -$292,114 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 364498963 | TotalRevenueColumn |
| Related Or Exempt Function Income | 297404550 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2244590 | UnrelatedBusinessRevenue |
| Exclusion | $25,705,761 | 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 | 79187347 | Total |
| Program Services | 79187347 | 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 | 5700715 | Total |
| Program Services | 4103546 | ProgramServices |
| Management And General | 1397986 | ManagementAndGeneral |
| Fundraising | 199183 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 666068 | Total |
| Program Services | 394125 | ProgramServices |
| Management And General | 86003 | ManagementAndGeneral |
| Fundraising | 185940 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107452032 | Total |
| Program Services | 76861021 | ProgramServices |
| Management And General | 26630599 | ManagementAndGeneral |
| Fundraising | 3960412 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8552296 | Total |
| Program Services | 5654376 | ProgramServices |
| Management And General | 2577016 | ManagementAndGeneral |
| Fundraising | 320904 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19065825 | Total |
| Program Services | 14689851 | ProgramServices |
| Management And General | 3503195 | ManagementAndGeneral |
| Fundraising | 872779 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7880871 | Total |
| Program Services | 5362638 | ProgramServices |
| Management And General | 2226343 | ManagementAndGeneral |
| Fundraising | 291890 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2150000 | Total |
| Management And General | 2150000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 843344 | Total |
| Program Services | 42355 | ProgramServices |
| Management And General | 800873 | ManagementAndGeneral |
| Fundraising | 116 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622101 | Total |
| Program Services | 24646 | ProgramServices |
| Management And General | 597404 | ManagementAndGeneral |
| Fundraising | 51 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2145126 | Total |
| Management And General | 2145126 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9588562 | Total |
| Program Services | 4405725 | ProgramServices |
| Management And General | 4568427 | ManagementAndGeneral |
| Fundraising | 614410 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5109872 | Total |
| Program Services | 4120373 | ProgramServices |
| Management And General | 747737 | ManagementAndGeneral |
| Fundraising | 241762 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6105374 | Total |
| Program Services | 2623688 | ProgramServices |
| Management And General | 3341486 | ManagementAndGeneral |
| Fundraising | 140200 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18314757 | Total |
| Program Services | 10195648 | ProgramServices |
| Management And General | 8095493 | ManagementAndGeneral |
| Fundraising | 23616 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7336090 | Total |
| Program Services | 5301974 | ProgramServices |
| Management And General | 1784510 | ManagementAndGeneral |
| Fundraising | 249606 | 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 | 3351299 | Total |
| Program Services | 2303025 | ProgramServices |
| Management And General | 997015 | ManagementAndGeneral |
| Fundraising | 51259 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11171454 | Total |
| Program Services | 9135321 | ProgramServices |
| Management And General | 1991462 | ManagementAndGeneral |
| Fundraising | 44671 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17788523 | Total |
| Program Services | 14550903 | ProgramServices |
| Management And General | 3166466 | ManagementAndGeneral |
| Fundraising | 71154 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2695133 | Total |
| Program Services | 122195 | ProgramServices |
| Management And General | 2572938 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSTRUCTION & EQUIPMENT | 4242006 | 5758913 | -1521893 | 4986 |
| EQUIPMENT RENTAL/MAINTENANCE | 3946197 | 968663 | 2960189 | 17345 |
| OTHER EXPENSES | 10094058 | 16009363 | -6083437 | 168132 |
| PRINTING & PUBLICATIONS | 1348368 | 659639 | 597329 | 91400 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335357418 | Total |
| Program Services | 262475335 | ProgramServices |
| Management And General | 65332267 | ManagementAndGeneral |
| Fundraising | 7549816 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65977046 | BOY |
| EOY | 54478763 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25853343 | BOY |
| EOY | 25959487 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9407229 | BOY |
| EOY | 10657586 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33042 | BOY |
| EOY | 986330 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41168912 | BOY |
| EOY | 36657487 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5716446 | BOY |
| EOY | 5905291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 481556626 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 135658492 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334502098 | BOY |
| EOY | 345898134 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124886112 | BOY |
| EOY | 212815868 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 498824944 | BOY |
| EOY | 478259000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104987442 | BOY |
| EOY | 111185000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1211356614 | BOY |
| EOY | 1282802946 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39770280 | BOY |
| EOY | 32033014 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9858913 | BOY |
| EOY | 9916029 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226734071 | BOY |
| EOY | 227172075 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65810953 | BOY |
| EOY | 68664805 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16108682 | BOY |
| EOY | 16499687 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358282899 | BOY |
| EOY | 354285610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485358146 | BOY |
| EOY | 521280898 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104701244 | BOY |
| EOY | 119063363 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263014325 | BOY |
| EOY | 288173075 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853073715 | BOY |
| EOY | 928517336 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1211356614 | BOY |
| EOY | 1282802946 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | 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 | $1 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1 | TotalLobbyingExpendituresIIB |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Expenditures | Identifier |
| Return Reference | Part II-B, Line i | ReturnReference |
| Explanation | THE ORGANIZATION PAID MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 418000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1684431 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 528735000 | BeginningOfYearBalance |
| Contributions | 7913000 | Contributions |
| Investment Earnings Or Losses | 58356000 | InvestmentEarningsOrLosses |
| Other Expenditures | 30413000 | OtherExpenditures |
| End Of Year Balance | 564591000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 673531000 | BeginningOfYearBalance |
| Contributions | 3903000 | Contributions |
| Investment Earnings Or Losses | -116941000 | InvestmentEarningsOrLosses |
| Other Expenditures | 31758000 | OtherExpenditures |
| End Of Year Balance | 528735000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.48038 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44627 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07335 | TermEndowmentEOYBalance |
| 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 | 22212050 | OtherCostOrOtherBasis |
| Book Value | 22212050 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 347068514 | OtherCostOrOtherBasis |
| Depreciation | 113627118 | Depreciation |
| Book Value | 233441396 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 61278940 | OtherCostOrOtherBasis |
| Depreciation | 22031374 | Depreciation |
| Book Value | 39247566 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50997122 | OtherCostOrOtherBasis |
| Book Value | 50997122 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 345898134 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 449464000 | C |
| OTHER INVESTEMENTS | 3036000 | C |
| REAL ESTATE | 25759000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 478259000 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMOUNTS HELD AS AGENT/TRUSTEE | Description |
| Book Value | 111185000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 111185000 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| U.S. GOV FUNDED STUDENT LOANS | $14,393,687 |
| DUE UNDER AGENCY AGREEMENTS | $2,106,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16499687 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | schedule d, part iii, line 4 | Identifier |
| Return Reference | Pepperdine University maintains Special Collections and Archives. The | ReturnReference |
| Explanation | collections consist of items acquired by the university's Library that require special handling due to their rarity, value, and/or physical condition. the university also maintains an archival collection of official documents, papers, publications, and artifacts of Pepperdine and persons connected with the University. these colllections are protected and preserved for education, research and public exhibition purposes. Schedule D, Part IV, Line 2b The University acts as the fiscal agent for funds related to University sponsored and/or affiliated programs. The University does not own the funds associated with these programs. schedule d, part v, line 4 the intent of the university's endowment fund is to generate the revenues necessary to support the university's exempt purposes, including education, research and scholarships. schedule d, part x Pepperdine university does not have a fin 48 footnote reported in its financial statements. | Explanation |
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 |
| Pub Via Broadcast Media Expln | A DESCRIPTION OF THE UNIVERSITY NON-DISCRIMINATORY POLICY IS PUBLISHED in THE UNIVERSITY'S ACADEMIC CATALOGS AND JOB POSTINGS ON THE HUMAN RESOURCES WEBSITE. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE UNIVERSITY PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: PELLGRANT SEOG GRANT AC GRANT SMART GRANT BYRD HONORS SCHOLARSHIP LOANS - SUBSIDIZED AND UNSUBSIDIZED PLUS LOANS FEDERAL WORK STUDY | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 4 | 24 | Program Services | EDUCATIONAL PROGRAMS | 5601592 |
| East Asia and the Pacific | 1 | 3 | Program Services | EDUCATIONAL PROGRAMS | 1122017 |
| South America | 1 | 8 | Program Services | EDUCATIONAL PROGRAMS | 898177 |
| Central America and the Caribbean | Program Services | INVESTMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 6 | TotalNumberOfOffices |
| Total Number Of Employees | 35 | TotalNumberOfEmployees |
| Total Amount Spent | 7621786 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I, Column (F) | Identifier |
| Return Reference | expenses identified in column (f) are the expenses incurred in the region | ReturnReference |
| Explanation | per the organization's general ledger. Per the IRS frequently asked questions, the disclosure of investments in the Central America/Caribbean region does not require the disclosure of total expenditures in column (f). | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 252384 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 147732 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 104652 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 91 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 150138 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNUAL DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 286961 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 227200 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 59761 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 4492 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 156861 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 251375 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 127104 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 124271 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 7268 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 261948 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 790720 | GrossReceiptsTotal |
| Charitable Contributions Total | 502036 | CharitableContributionsTotal |
| Gross Revenue Total Events | 288684 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11851 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 568947 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 580798 | DirectExpenseSummaryEvents |
| Net Income Summary | -292114 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID PAID | TypeOfGrant |
| Number Of Recipients | 4114 | NumberOfRecipients |
| Amount Of Cash Grant | 79187347 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | PEPPERDINE UNIVERSITY AWARDS FINANCIAL ASSISTANCE TO ITS STUDENTS ON THE BASIS OF VERIFIED FINANCIAL NEED OR MERIT AND DOES NOT UNLAWFULLY DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, SEX, DISABILITY OR PRIOR MILITARY SERVICE. financial assistance is monitored so that it is in compliance with awarding terms and conditions. expenditures are reviewed for allowability and compliance. students are required to submit appropriate documents prior to approval. part iii cash grants are credits to student accounts. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew k Benton | |||||||||||||
| 353793 | 0 | 0 | 0 | 30151 | 0 | 24500 | 0 | 96378 | 0 | 504822 | 0 | 26563 | 0 |
| Nancy Magnusson Durham | |||||||||||||
| 209128 | 0 | 0 | 0 | 22108 | 0 | 21467 | 0 | 23859 | 0 | 276562 | 0 | 16436 | 0 |
| Gary Hanson | |||||||||||||
| 278389 | 0 | 0 | 0 | 38903 | 0 | 24500 | 0 | 71209 | 0 | 413001 | 0 | 33987 | 0 |
| Samuel Hinkle | |||||||||||||
| 125731 | 0 | 0 | 0 | 12390 | 0 | 38000 | 0 | 85419 | 0 | 261540 | 0 | 0 | 0 |
| Paul Lasiter | |||||||||||||
| 90355 | 0 | 0 | 0 | 12196 | 0 | 53761 | 0 | 99740 | 0 | 256052 | 0 | 0 | 0 |
| Charles Pippin | |||||||||||||
| 265850 | 0 | 50000 | 0 | 52150 | 0 | 39840 | 0 | 44872 | 0 | 452712 | 0 | 33397 | 0 |
| Darryl Tippens | |||||||||||||
| 173807 | 0 | 0 | 0 | 175611 | 0 | 60925 | 0 | 30278 | 0 | 440621 | 0 | 158572 | 0 |
| CHARLES B RUNNELS | |||||||||||||
| 64243 | 0 | 0 | 0 | 91906 | 0 | 22639 | 0 | 96270 | 0 | 275058 | 0 | 0 | 0 |
| THOMAS STIPANOWICH | |||||||||||||
| 188917 | 0 | 0 | 0 | 45024 | 0 | 19468 | 0 | 20855 | 0 | 274264 | 0 | 0 | 0 |
| GRANT NELSON | |||||||||||||
| 231726 | 0 | 0 | 0 | 15888 | 0 | 23702 | 0 | 15900 | 0 | 287216 | 0 | 0 | 0 |
| EDWARD LARSON | |||||||||||||
| 236778 | 0 | 0 | 0 | 33678 | 0 | 24099 | 0 | 16093 | 0 | 310648 | 0 | 0 | 0 |
| w david baird | |||||||||||||
| 95584 | 0 | 0 | 0 | 15718 | 0 | 36417 | 0 | 43283 | 0 | 191002 | 0 | 0 | 0 |
| TIMOTHY CHESTER | |||||||||||||
| 194982 | 0 | 0 | 0 | 2620 | 0 | 19507 | 0 | 7784 | 0 | 224893 | 0 | 0 | 0 |
| MARC GOODMAN | |||||||||||||
| 178109 | 0 | 0 | 0 | 6851 | 0 | 18233 | 0 | 13251 | 0 | 216444 | 0 | 0 | 0 |
| LINDA LIVINGSTONE | |||||||||||||
| 255904 | 0 | 0 | 0 | 2676 | 0 | 24500 | 0 | 19765 | 0 | 302845 | 0 | 0 | 0 |
| PHIL PHILLIPS | |||||||||||||
| 143697 | 0 | 0 | 0 | 13092 | 0 | 30054 | 0 | 62097 | 0 | 248940 | 0 | 0 | 0 |
| EDNA POWELL | |||||||||||||
| 178381 | 0 | 0 | 0 | 3505 | 0 | 18147 | 0 | 17819 | 0 | 217852 | 0 | 0 | 0 |
| KENNETH STARR | |||||||||||||
| 352889 | 0 | 0 | 0 | 9491 | 0 | 24500 | 0 | 15264 | 0 | 402144 | 0 | 0 | 0 |
| james wilburn | |||||||||||||
| 196461 | 0 | 0 | 0 | 8722 | 0 | 20500 | 0 | 26637 | 0 | 252320 | 0 | 0 | 0 |
| velios kodomichalos | |||||||||||||
| 196734 | 0 | 0 | 0 | 3126 | 0 | 20223 | 0 | 20958 | 0 | 241041 | 0 | 0 | 0 |
| alexander pang | |||||||||||||
| 153509 | 0 | 0 | 0 | 4361 | 0 | 15637 | 0 | 14221 | 0 | 187728 | 0 | 0 | 0 |
| RICK MARRS | |||||||||||||
| 143017 | 0 | 0 | 0 | 13260 | 0 | 48653 | 0 | 48460 | 0 | 253390 | 0 | 0 | 0 |
| MARK ROOSA | |||||||||||||
| 159292 | 0 | 0 | 0 | 3034 | 0 | 16178 | 0 | 17103 | 0 | 195607 | 0 | 0 | 0 |
| MARGARET WEBER | |||||||||||||
| 109467 | 0 | 0 | 0 | 20069 | 0 | 40733 | 0 | 92930 | 0 | 263199 | 0 | 0 | 0 |
| THOMAS ASBURY | |||||||||||||
| 242149 | 0 | 10000 | 0 | 15696 | 0 | 24500 | 0 | 23620 | 0 | 315965 | 0 | 0 | 0 |
| RONALD FORD | |||||||||||||
| 164044 | 0 | 0 | 0 | 88319 | 0 | 17000 | 0 | 23329 | 0 | 292692 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule J, Part I, Lines 1a and 2 | Identifier |
| Return Reference | First Class Travel: Pursuant to a written policy and appropriate approval, | ReturnReference |
| Explanation | FIRST CLASS TRAVEL IS PERMITTED TO CERTAIN OFFICERS AND KEY EMPLOYEES FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. TRAVEL FOR COMPANIONS: PURSUANT TO A WRITTEN POLICY, CERTAIN OFFICERS AND KEY EMPLOYEES'S SPOUSES ARE PERMITTED TO TRAVEL ON OCCASION WHEN NECESSARY FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. GROSS UP PAYMENTS: PURSUANT TO CALIFORNIA CIVIL CODE, PEPPERDINE UNIVERSITY PROVIDES GROSS-UPS TO EMPLOYEES THAT PROVIDED LATE SUBSTANTIATON OF EXPENSES UNDER ACCOUNTABLE PLAN RULES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. Participants in the University's ministerial housing program receive gross-up payments related to FICA withholding. HOUSING: The value of THE housing allowance provided to participants in the University's ministerial housing program is included as a non-taxable benefit. HOUSING IS PROVIDED FOR THE PRESIDENT, EXECUTIVE VICE PRESIDENT AND THE PROVOST AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND IS NOT INCLUDED IN TAXABLE WAGES. THE CHANCELLOR EMERITUS IS PROVIDED UNIVERSITY HOUSING. THE FAIR MARKET VALUE OF THIS HOUSING IS INCLUDED AS TAXABLE WAGES. THE PROVISION OF SUCH HOUSING IS INCLUDED IN THE CHANCELLOR EMERITUS' CONTRACT APPROVED BY THE PRESIDENT AND THE CHAIRMAN OF THE BOARD OF REGENTS. SOCIAL CLUBS: TWO OF THE LISTED INDIVIDUALS RECEIVED REIMBURSEMENT FOR EXPENDITURES ASSOCIATED WITH SOCIAL CLUB MEMBERSHIPS. ALL EXPENDITURES ARE FOR BUSINESS PURPOSES AND APPROVED PURSUANT TO UNIVERSITY'S REIMBURSEMENT POLICIES. PERSONAL SERVICE: THE PRESIDENT IS PROVIDED CERTAIN HOUSE CLEANING SERVICES IN CONNECTION WITH HIS OCCUPANCY OF ON-CAMPUS HOUSING. THE CHANCELLOR EMERITUS IS PROVIDED A DRIVER IN CONNECTION WITH TRAVEL ASSOCIATED WITH THE UNIVERSITY. SCHEDULE J, PART I, LINE 3 PER IRS INSTRUCTIONS, WRITTEN EMPLOYMENT CONTRACT REFERS TO RECENT OR CURRENT WRITTEN EMPLOYMENT AGREEMENTS TO WHICH THE TOP MANAGEMENT OFFICIAL AND ANOTHER ORGANIZATION ARE OR WERE PARTIES, WRITTEN EMPLOYMENT AGREEMENTS INVOLVING SIMILARLY SITUATED TOP MANAGEMENT OFFICIALS WITH SIMILARLY SITUATED ORGANIZATIONS, OR WRITTEN EMPLOYMENT OFFERS TO THE TOP MANAGEMENT OFFICIAL FROM OTHER ORGANIZATIONS DEALING AT ARM'S LENGTH. SCHEDULE J, PART I, LINE 4B PEPPERDINE UNIVERSITY HAS AN INCENTIVE COMPENSATION PLAN FOR CERTAIN KEY EXECUTIVES. UNDER THE PLAN, UPON ACHIEVEMENT OF CERTAIN EXPECTATIONS AND GOALS AND AT THE DISCRETIONARY OF THE BOARD OF DIRECTORS THE PARTICIPANT WILL RECEIVE A UNIVERSITY CONTRIBUTION TO THE PLAN FOR THAT PLAN YEAR. UNIVERSITY CONTRIBUTIONS TO THE PLAN BECOME GRADUALLY VESTED BEGINNING WITH THE LAST DAY OF THE 3RD PLAN YEAR FOLLOWING THE CONTRIBUTION AND VEST 100% AT THE COMPLETION OF THE 7TH PLAN YEAR FOLLOWING THE AWARD. NO AMOUNTS WERE AWARDED IN CALENDAR YEAR 2009. THE FOLLOWING AMOUNTS WERE VESTED AND INCLUDED IN THE EMPLOYEE'S COMPENSATION IN 2009: ANDREW K BENTON - $26,563 NANCY MAGNUSSON DURHAM - $16,436 GARY HANSON - $33,987 CHARLES PIPPIN - $33,397 DARRYL TIPPENS - $158,572 SCHEDULE J, PART I, LINE 7 SEE RESPONSE FOR SCHEDULE J, PART I, LINE 4B. IN ADDITION, BONUSES MAY BE NON-FIXED AMOUNTS INCLUDING PAYMENTS FOR EXTRAORDINARY SERVICE RENDERED TO BENEFIT THE UNIVERSITY. SCHEDULE J, PART II, COLUMN (F) - PER THE IRS' FREQUENTLY ASKED QUESTIONS, THE USE OF SCHEDULE J, PART II, COLUMN (F) IS OPTIONAL. CERTAIN AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), WERE PREVIOUSLY REPORTED ON PRIOR YEAR'S FORM 990, AS AMOUNTS AWARDED UNDER THE INCENTIVE COMPENSATION PLAN DISCLOSED IN RESPONSE TO SCHEDULE J, PART I, LINE 4B. | Explanation |
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 |
|---|---|---|---|---|---|---|
| CEFA SERIES 2005 A&B | ||||||
| 521705592 | 1301757M8 | 2005-08-03 | 115673727 | REFUND 1996, 1999, 2000 AND 2002 B | false | false |
| CEFA SERIES 2003A | ||||||
| 521705592 | 130175YUO | 2003-04-30 | 46007550 | REFUND 1993, 1994 AND 1999 BOND | false | false |
| CEFA SERIES 2010 | ||||||
| 630304653 | 13033W4L4 | 2010-04-28 | 16347846 | REFUND 1999 SERIES A | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| 108705000 | 1058759 | 676451 | true | true | true | true |
| 45000000 | 777961 | true | true | true | true | |
| 15345000 | 319146 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
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 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
Schedule L IRS990ScheduleL
Loan Table LoanTable (5 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| CHARLES J PIPPIN | ||||||
| REAL ESTATE | X | $50,000 | 27387 | false | true | true |
| TIMOTHY CHESTER | ||||||
| REAL ESTATE | X | $100,000 | 100000 | false | false | true |
| MARK ROOSA | ||||||
| REAL ESTATE | X | $200,000 | 200000 | false | false | true |
| JOHN WATSON | ||||||
| REAL ESTATE | X | $563,480 | 551092 | false | false | true |
| MARGARET WEBER | ||||||
| REAL ESTATE | X | $107,851 | 107851 | false | false | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 986330 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| stephen LUKE BOST | |||
| SON OF regent | 56215 | university employee | false |
| KEN DURHAM | |||
| HUSBAND OF officer | 5005 | university employee | false |
| GAIL CHESTER | |||
| WIFE OF KEY EMPLOYEE | 71448 | university employee | false |
| RONald PHILLIPS | |||
| FATHER OF KEY EMPLOYEE | 254720 | university employee | false |
| SHANNON PHILLIPS | |||
| SIS-IN-LAW OF KEY EMPLYEE | 124420 | university employee | false |
| lily pang | |||
| wife of key employee | 87297 | university employee | false |
| THOMAS BOST | |||
| HUSBAND OF REGENT | 66963 | UNIVERSITY EMPLOYEE | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 99009 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 63 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | historical cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3060101 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | hi/lo avg | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 873180 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 980000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5769162 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | other | Description |
| Number Of Contributions | 190 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 203607 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 16 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M, Part I, Column (B) | Identifier |
| Return Reference | The University is reporting the number of contributions received during | ReturnReference |
| Explanation | the year. Schedule M, Part I, Line 32a Pepperdine University uses third parties to sell noncash contributions of domestic and foreign securities, physical certificates, and restricted certificates. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART i, line 1 and part iii, line 1 | PEPPERDINE UNIVERSITY IS AN INDEPENDENT, PRIVATE CHRISTIAN UNIVERSITY | COMMITTED TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE AND CHRISTIAN VALUES, WHERE STUDENTS ARE STRENGTHENED FOR LIVES OF PURPOSE, SERVICE, AND LEADERSHIP. THE UNIVERSITY ENROLLS APPROXIMATELY 7,700 STUDENTS IN ITS FIVE COLLEGES AND SCHOOLS. SEAVER COLLEGE, THE UNIVERSITY'S UNDERGRADUATE LIBERAL ARTS COLLEGE, THE SCHOOL OF LAW AND THE SCHOOL OF PUBLIC POLICY ARE HEADQUARTERED ON 830 ACRES IN THE SANTA MONICA MOUNTAINS OVERLOOKING THE PACIFIC OCEAN AT MALIBU, CALIFORNIA. THE GRADUATE SCHOOL OF EDUCATION AND PSYCHOLOGY AND THE GEORGE L. GRAZIADIO SCHOOL OF BUSINESS AND MANAGEMENT ARE HEADQUARTERED AT PEPPERDINE UNIVERSITY'S FACILITY IN WEST LOS ANGELES. FORM 990, PART I, LINE 5 AND PART V, LINE 2A NUMBER OF EMPLOYEES INCLUDES STUDENT WORKERS. FORM 990, PART I, LINE 6 THERE ARE A NUMBER OF STUDENTS AND ALUMNI THAT VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY. |
| FORM 990, PART III, LINE 4D | PUBLIC SERVICE | EXPENSES $15,162,687 REVENUE $1,310,128 FORM 990, PART VI, SECTION A, LINE 11A INFORMATION IS SUPPLIED BY THE UNIVERSITY TO THE PAID PREPARER TO PREPARE THE RETURN. A DRAFT VERSION OF THE FORM 990 IS PROVIDED TO THE SENIOR MANAGEMENT AND THE AUDIT COMMITTEE FOR REVIEW. CHANGES/COMMENTS ARE SUBMITTED TO MANAGEMENT AND ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE TAX RETURN BY THE UNIVERSITY'S INDEPENDENT AUDITORS/TAX CONSULTANTS. A FULL COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 EACH OFFICER, REGENT, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH PEPPERDINE UNIVERSITY. THESE DISCLOSURES ARE REVIEWED BY THE BOARD OF REGENTS AND GENERAL COUNSEL. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. IF A CONFLICT IS FOUND FOR A REGENT, THE REGENT IS ASKED TO RECUES HIMSELF OR HERSELF FROM THE MATTER. RESOLUTION OF CONFLICTS FOR OFFICERS AND OTHER EMPLOYEES ARE HANDLED BY GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 PEPPERDINE UNIVERSITY'S BOARD OF REGENTS REVIEWS THE COMPENSATION OF THE UNIVERSITY'S OFFICERS AND CERTAIN KEY EMPLOYEES, DEPENDING ON THEIR ROLES. THE BOARD OF REGENTS CONSIDERS MARKET DATA AND ANLYSES ASSEMBLED BY INDEPENDENT COMPENSATION CONSULTANTS. THE DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SENTION A THE FOLLOWING INDIVIDUALS DEVOTED TIME TO WAVE ENTERPRISES, INC.: ANDREW K. BENTON - 1 HOUR PAUL LASITER - 1 HOUR CHARLES PIPPIN - 1 HOUR TERRY M. GILES - 1 HOUR RUSSELL L. RAY, JR. - 1 HOUR JAMES R. PORTER - 1 HOUR THE FOLLOWING INDIVIDUALS DEVOTED TIME TO WAVE PROPERTY, INC.: ANDREW K. BENTON - 1 HOUR TERRY M. GILES - 1 HOUR RUSSELL L. RAY, JR. - 1 HOUR JOSE A. COLLAZO - 1 HOUR PAUL LAISTER - 1 HOUR CHARLES PIPPIN - 1 HOUR THE FOLLOWING INDIVIDUALS DEVOTED TIME TO WAVE SERVICES, INC.: ANDREW K. BENTON - 1 HOUR SAMUEL HINKLE - 2 HOURS PAUL LAISTER - 1 HOUR CHARLES PIPPIN - 1 HOUR JAMES R. PORTER - 1 HOUR B. JOSEPH ROKUS - 1 HOUR SCH G, PART II - THE ORGANIZATION'S FUNDRAISING EVENTS CURRENTLY SHOW A NET LOSS ON SCHEDULE J, PART II, LINE 9. WHEN CONTRIBUTIONS ARE CONSIDERED PART OF GROSS RECEIPTS HOWEVER, NET INCOME IS $209,923. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Direct Controlling Entity NADirectControllingEntityNA | Postal CodeAddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WAVE SERVICES INC | |||||||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 954315778 | SUPPORT PU | CA | 501(C)(3) | IIA | Pepperdine | ||||||
| Wave Enterprises Inc | |||||||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 954274572 | SUPPORT PU | CA | 501(C)(3) | IIA | Pepperdine | ||||||
| Wave Property Inc | |||||||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 954297104 | SUPPORT PU | CA | 501(C)(3) | IIA | Pepperdine | ||||||
| PEPPERDINE UNIVERSITY (CALIFORNIA) UK | |||||||||||||||
| EDUCATION | NA | UK | |||||||||||||
| PEPPERDINE ARGENTINA SRL | |||||||||||||||
| EDUCATION | NA | AR | 11 de septiembre 955 1426 cap | fed BUENOS AIRES | AR | ||||||||||
| PEPPERDINE UNIVERSITY LAUSANNE | |||||||||||||||
| education | SZ | la croisee av marc-dufour 15 | lausanne | SZ | N/A | ||||||||||
| CINDERELLA IMMOBILIARE SRL | |||||||||||||||
| education | IT | viale milton 41 | florence | IT | N/A | 50129 | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVE ENTERPRISES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 2875 | AmountInvolved |