CHAPMAN UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHAPMAN UNIVERSITY (EIN 95-1643992)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-10
- IRS object ID
- 202641009349300639
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule 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) |
|---|---|---|
| Return | 2026-04-10T11:07:25-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 7149976598 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY DRIVE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN THOMASON | PersonNm |
| Person Title | INTERIM EXEC VP & COO | PersonTitleTxt |
| Phone | 7149976598 | PhoneNum |
| Signature | 2026-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2026-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIELE C STRUPPA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY DRIVE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $904,490,116 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHAPMAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1861 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PERSONALIZED EDUCATION THAT LEADS TO INQUIRING, ETHICAL, & PRODUCTIVE LIVES AS GLOBAL CITIZENS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 64 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 5891 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $422,140 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,146,420 | PYContributionsGrantsAmt |
| CY Contributions Grants | $52,940,574 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $632,482,855 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $646,573,849 | CYProgramServiceRevenueAmt |
| PY Investment Income | $83,974,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,163,347 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,633,086 | PYOtherRevenueAmt |
| CY Other Revenue | $19,088,204 | CYOtherRevenueAmt |
| PY Total Revenue | $776,237,180 | PYTotalRevenueAmt |
| CY Total Revenue | $757,765,974 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $208,648,789 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $216,304,363 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $279,717,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $289,995,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,279,815 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $193,903,421 | PYOtherExpensesAmt |
| CY Other Expenses | $183,439,840 | CYOtherExpensesAmt |
| PY Total Expenses | $682,269,801 | PYTotalExpensesAmt |
| CY Total Expenses | $689,739,963 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $93,967,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $68,026,011 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,279,240,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,373,586,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $544,785,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $525,822,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,734,454,986 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,847,764,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF CHAPMAN UNIVERSITY IS TO PROVIDE PERSONALIZED EDUCATION OF DISTINCTION THAT LEADS TO INQUIRING, ETHICAL AND PRODUCTIVE LIVES AS GLOBAL CITIZENS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $453,206,350 | ExpenseAmt |
| Grant | $216,304,363 | GrantAmt |
| Revenue | $580,348,365 | RevenueAmt |
| Desc | LISTED BELOW ARE CHAPMAN UNIVERSITY'S ACADEMIC PROGRAMS, WHICH CURRENTLY PROVIDE MORE THAN 50 FIELDS OF UNDERGRADUATE STUDY AND MORE THAN 40 GRADUATE PROGRAMS, AS WELL AS A VARIETY OF CREDENTIAL AND CERTIFICATE PROGRAMS.- GEORGE L. ARGYROS COLLEGE OF BUSINESS AND ECONOMICS- ATTALLAH COLLEGE OF EDUCATIONAL STUDIES- LAWRENCE AND KRISTINA DODGE COLLEGE OF FILM AND MEDIA ARTS- JOHN & DONNA CREAN COLLEGE OF HEALTH AND BEHAVIORAL SCIENCES- WILKINSON COLLEGE OF ARTS, HUMANITIES, & SOCIAL SCIENCES- COLLEGE OF PERFORMING ARTS- SCHOOL OF PHARMACY- DALE E. FOWLER SCHOOL OF LAW- SCHMID COLLEGE OF SCIENCE AND TECHNOLOGY- SCHOOL OF COMMUNICATION- DALE E. AND SARAH ANN FOWLER SCHOOL OF ENGINEERING | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,198,281 | ExpenseAmt |
| Desc | CHAPMAN UNIVERSITY HAS TWO LIBRARIES WHICH SERVE AS A PRIMARY RESOURCE OF ACADEMIC SUPPORT FOR OUR STUDENTS AND FACULTY -THE LEATHERBY LIBRARIES AND THE HUGH & HAZEL DARLING LAW LIBRARY.THE LEATHERBY LIBRARIES INCLUDES NINE INDIVIDUALLY NAMED LIBRARIES WITH DISTINCTIVE COLLECTIONS REPRESENTING DISCIPLINARY AREAS OF THE UNIVERSITY TO INCLUDE ARTS AND HUMANITIES, SOCIAL SCIENCES, SCIENCE AND TECHNOLOGY, EDUCATION, MUSIC, FILM AND MEDIA ARTS, AND BUSINESS AND ECONOMICS, HOLOCAUST MEMORIAL LIBRARY, AND A SPECIAL COLLECTIONS AND ARCHIVES LIBRARY. THE FIVE-STORY FACILITY FEATURES 15 GROUP STUDY ROOMS, 5 MULTI-MEDIA ROOMS, A PRESENTATION STUDIO, OVER 145 COMPUTERS, 6 COMPUTER CLASSROOMS, A LIBRARY INSTRUCTION ROOM, AN EXTENDED HOURS STUDY COMMONS, AND MORE THAN 800 SEATS AT TABLES, STUDY CARRELS, AND LOUNGE CHAIRS. THE LEATHERBY LIBRARIES COLLECTION CONTAINS APPROXIMATELY 400,000 VOLUMES AND PROVIDES ACCESS TO OVER 400 DATABASES, 65,000 PERIODICAL TITLES, IN ADDITION TO DVD'S VIDEOS, CD'S AND OTHER MEDIA EQUIPMENT.THE HUGH & HAZEL DARLING LAW LIBRARY FEATURES COMFORTABLE, QUIET STUDY AREAS WITH SEATING FOR OVER 300 PATRONS, INCLUDING 11 GROUP STUDY ROOMS. THE LIBRARY PROVIDES ACCESS TO OVER 300,000 RESOURCES TO SUPPORT THE MODERN LEGAL RESEARCH AND SCHOLARLY NEEDS FOR FACULTY AND STUDENTS. THE LIBRARY IS OPEN OVER 100 HOURS A WEEK ON A REGULAR BASIS AND HAS EXTENDED HOURS DURING EXAM PERIODS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $50,363,123 | ExpenseAmt |
| Desc | STUDENT SERVICES: CHAPMAN UNIVERSITY STUDENTS HAVE ENDLESS OPPORTUNITIES FOR EXTENDING THEIR EDUCATION BEYOND THE CLASSROOM. THESE OPPORTUNITIES INCLUDE STUDENT GOVERNMENT, DIVISION III INTERCOLLEGIATE ATHLETICS, PUBLICATIONS, RADIO BROADCASTING, FINE ARTS, AND OVER 200 REGISTERED STUDENT ORGANIZATIONS, INCLUDING AN ACTIVE FRATERNITY AND SORORITY SYSTEM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,738,998 | ExpenseAmt |
| Revenue | $66,225,484 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISESSTUDENTS CAN CHOOSE TO ATTEND A VARIETY OF EDUCATIONAL, SPIRITUAL, CULTURAL, SERVICE AND SOCIAL EVENTS. BECAUSE OF CHAPMAN'S SIZE, STUDENTS ARE NOT LIMITED TO ONE OR TWO ASPECTS OF CAMPUS LIFE BUT ARE ABLE TO ENGAGE IN A WIDE ARRAY OF OPPORTUNITIES. CHAPMAN UNIVERSITY IS PROUD TO OFFER SEVERAL HOUSING OPTIONS FOR STUDENTS, INCLUDING FIVE TRADITIONAL RESIDENCE HALLS AND SIX APARTMENT-STYLE RESIDENCE FACILITIES. WE STRIVE TO ENSURE THAT OUR RESIDENCE HALLS AND APARTMENTS ARE COMFORTABLE AND SAFE LIVING AND LEARNING ENVIRONMENTS. THE CHAPMAN LIVING AND LEARNING ENVIRONMENT CREATES AN ENGAGING CAMPUS CLIMATE AND PROVIDES MEANINGFUL EXPERIENCES THAT FACILITATE THE FOLLOWING LEARNING OUTCOMES:- A HEALTHY SENSE OF SELF: STUDENTS WILL DEVELOP AN HONEST UNDERSTANDING AND APPRECIATION OF THEMSELVES AND AN ABILITY TO MAKE INDIVIDUAL CHOICES THAT PROMOTE THEIR HEALTH AND WELL-BEING.- A FRAMEWORK OF PERSONAL ETHICS AND VALUES: STUDENTS WILL DEVELOP A FRAMEWORK OF CONSISTENT ETHICS AND VALUES THAT GUIDES THEIR DAILY LIVES.- AN ABILITY TO APPLY CRITICAL THOUGHT: STUDENTS WILL MAKE EFFECTIVE DECISIONS GROUNDED IN CAREFUL, OBJECTIVE ANALYSIS OF INFORMATION, EXPERIENCES AND IDEAS.- AN ABILITY TO DEVELOP AND SUSTAIN MEANINGFUL RELATIONSHIPS: STUDENTS WILL DEVELOP SKILLS TO ESTABLISH AND SUSTAIN HEALTHY, MEANINGFUL INTERPERSONAL RELATIONSHIPS.- A COMMITMENT TO CITIZENSHIP: STUDENTS WILL UNDERSTAND THEIR ROLE AND RESPONSIBILITIES WITHIN LOCAL AND GLOBAL COMMUNITIES AND COMMIT TO BECOMING AN ENGAGED MEMBER.- A PURSUIT OF LIFELONG LEARNING: STUDENTS WILL DEVELOP AN INTELLECTUAL CURIOSITY AND DESIRE FOR CONTINUAL LEARNING BOTH WITHIN AND BEYOND FORMAL EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $49,738,998 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $66,225,484 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $610,506,752 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 812 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5891 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 64 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 63 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANNON TURNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149976598 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY DRIVE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PARKER S KENNEDY | |||||||||
| CHAIR (12/24)/EMERTIUS TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES P BURRA | |||||||||
| CHAIRMAN (AS OF 1/1/25) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES V MAZZO | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CHAPMAN | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARILYN ALEXANDER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA ARGYROS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJ S BHATHAL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAYE BIRTCHER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN BUNT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CASE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AKIN CEYLAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRVING M CHASE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME W CWIERTNIA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ZEINAB DABBAH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE E FOWLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAVIN S HERBERT JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK HILBERT | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY HOROWITZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRES IRLANDO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK CHAPIN JOHNSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON KROTTS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIELLE LIMP | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK LOWE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA MASSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARONYA MOULTRIE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYBELLE MUSCO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MUTH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NELLA WEBSTER-O'GRADY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES B ROSZAK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE LORETTA SANCHEZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MOHINDAR S SANDHU | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN SCHEETZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD M SIMON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAX VALDES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM VANDERHOOK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE GADDI VASQUEZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE WALKER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE WALL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN R WILKINSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE FUJISHIGE YADA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLIE ZHANG | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WYLIE A AITKEN | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE GEORGE L ARGYROS | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOY B HENLEY | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD E SODARO | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM K HOOD | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA ATTALLAH | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARLENE R CRAIG | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID C HENLEY | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER C HOBBS | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANN LEATHERBY | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM MALLOY | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD R SCHMID | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R DAVID THRESHIE | |||||||||
| EMERITUS TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND LATAUNYA BYNUM | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY DUNLAP | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA HALLAIAN | |||||||||
| EX OFFICIO TRUSTEE (AS OF 7/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY HARTLEY | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND DAYNA KINKADE | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARI NAZAROFF | |||||||||
| EX OFFICIO TRUSTEE (THRU 6/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PENN | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE PHILO | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND RACHAEL PRYOR | |||||||||
| EX OFFICIO TRUSTEE (AS OF 9/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHIE SANCHEZ | |||||||||
| EX OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIELE STRUPPA | |||||||||
| PRESIDENT/EX-OFFICIO TRUSTEE | 40.00 | 0.00 | Yes (X) | Yes (X) | $1,308,930 | $0 | $588,728 | ||
| HAROLD HEWITT JR | |||||||||
| EXEC VP & COO (THRU 4/23/25) | 40.00 | 0.00 | Yes (X) | $994,193 | $0 | $66,185 | |||
| MATTHEW PARLOW | |||||||||
| EXEC VP AND CHIEF ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $835,398 | $0 | $148,597 | |||
| NORMA BOUCHARD | |||||||||
| EVP PROVOST (THRU 3/13/25) | 40.00 | 0.00 | Yes (X) | $718,447 | $0 | $156,648 | |||
| BRIAN THOMASON | |||||||||
| INTERIM EXEC VP & COO | 40.00 | 0.00 | Yes (X) | $397,809 | $0 | $45,805 | |||
| GLENN PFEIFFER | |||||||||
| INTERIM PROVOST (3/1-5/31/25) | 40.00 | 0.00 | Yes (X) | $394,497 | $0 | $58,340 | |||
| BRENDA RUSHFORTH | |||||||||
| VP & CHIEF HR OFFICER | 40.00 | 0.00 | $408,669 | $0 | $46,312 | Yes (X) | |||
| COLLETTE CREPPELL | |||||||||
| VP CAMPUS PLANNING & DESIGN | 40.00 | 0.00 | $392,611 | $0 | $25,340 | Yes (X) | |||
| HELEN NORRIS | |||||||||
| VICE PRESIDENT & CIO | 40.00 | 0.00 | $425,643 | $0 | $62,592 | Yes (X) | |||
| JANNA BERSI | |||||||||
| SR.VP, INVESTMENTS & ADMIN | 40.00 | 0.00 | $640,036 | $0 | $47,674 | Yes (X) | |||
| JERRY PRICE | |||||||||
| SVP STDNT AFFAIRS/DEAN OF STDNT | 40.00 | 0.00 | $370,056 | $0 | $101,289 | Yes (X) | |||
| MICHAEL PELLY | |||||||||
| VP OFFICE OF ENROLLMENT MGMT | 40.00 | 0.00 | $388,306 | $0 | $37,662 | Yes (X) | |||
| ANDREW JORDAN | |||||||||
| FACULTY | 40.00 | 0.00 | $652,860 | $0 | $56,372 | Yes (X) | |||
| HENRIK CRONQVIST | |||||||||
| FACULTY | 40.00 | 0.00 | $498,606 | $0 | $41,696 | Yes (X) | |||
| VERNON SMITH | |||||||||
| FACULTY - NOBEL LAUREATE | 40.00 | 0.00 | $588,418 | $0 | $57,224 | Yes (X) | |||
| YAKIR AHARONOV | |||||||||
| FACULTY | 40.00 | 0.00 | $509,456 | $0 | $38,698 | Yes (X) | |||
| JANINE DUMONTELLE | |||||||||
| VP, GENERAL COUNSEL | 40.00 | 0.00 | $473,071 | $0 | $61,115 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,997,006 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,640,277 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 709 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEL AMO CONSTRUCTION LLC | |||||
| 23840 MADISON STREET | TORRANCE | CA | 90505 | CONSTRUCTION | $9,964,196 |
| CULTURAL EXPERIENCES ABROAD LLC | |||||
| OSBORN RD SUITE 200 | PHOENIX | AZ | 85014 | STUDY ABROAD PROGS | $1,496,618 |
| CARNEGIE DARTLET LLC | |||||
| 210 LITTLETON ROAD SUITE 100 | WESTFORD | MA | 01886 | PROFESSIONAL SRVCS | $1,387,163 |
| BRIAN DEIONGH | |||||
| 432 EAST EVERETT PLACE | ORANGE | CA | 92867 | CONSTRUCTION | $913,645 |
| EHRLICH YANAI RHEE CHANEY ARCHITECTS LLP | |||||
| 10865 WASHINGTON BLVD | CULVER CITY | CA | 90232 | CONSTRUCTION | $710,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $389,240 | FundraisingAmt |
| Government Grants | $16,418,856 | GovernmentGrantsAmt |
| All Other Contributions | $36,132,478 | AllOtherContributionsAmt |
| Noncash Contributions | $4,343,148 | NoncashContributionsAmt |
| Total Contributions | $52,940,574 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $580,348,365 | $580,348,365 |
| OTHER FEES AND SERVICE | 611710 | $66,225,484 | $66,225,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $646,573,849 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,078,789 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$783,665 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,862,454 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,046,839 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,245,680 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$198,841 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$198,841 | TotalRevenueColumnAmt |
| Exclusion | -$198,841 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,376,147 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,291,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,084,558 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,084,558 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $832,194 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,252,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $185,714 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $389,240 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $186,873 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,159 | TotalRevenueColumnAmt |
| Exclusion | -$1,159 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GAIN ON DEBT RETIREMEN | 900099 | $8,100,689 | $8,100,689 |
| PERFORMANCE GRANTS | 900099 | $6,092,254 | $6,092,254 |
| EXTERNAL SCHOLARSHIPS | 900099 | $3,095,387 | $3,095,387 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,999,874 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $373,611 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,626,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,288,204 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $757,765,974 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $646,573,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $422,140 | UnrelatedBusinessRevenueAmt |
| Exclusion | $57,829,411 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,508,565 | TotalAmt |
| Program Services | $3,508,565 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,220,865 | TotalAmt |
| Program Services | $212,220,865 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,933 | TotalAmt |
| Program Services | $574,933 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,427,892 | TotalAmt |
| Program Services | $2,073,253 | ProgramServicesAmt |
| Management And General | $4,032,946 | ManagementAndGeneralAmt |
| Fundraising | $1,321,693 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,384,281 | TotalAmt |
| Program Services | $182,079,781 | ProgramServicesAmt |
| Management And General | $25,501,557 | ManagementAndGeneralAmt |
| Fundraising | $8,802,943 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,173,365 | TotalAmt |
| Program Services | $11,084,924 | ProgramServicesAmt |
| Management And General | $1,552,522 | ManagementAndGeneralAmt |
| Fundraising | $535,919 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,857,584 | TotalAmt |
| Program Services | $31,855,829 | ProgramServicesAmt |
| Management And General | $4,461,633 | ManagementAndGeneralAmt |
| Fundraising | $1,540,122 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,152,638 | TotalAmt |
| Program Services | $12,750,413 | ProgramServicesAmt |
| Management And General | $1,785,785 | ManagementAndGeneralAmt |
| Fundraising | $616,440 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671,392 | TotalAmt |
| Program Services | $1,406,418 | ProgramServicesAmt |
| Management And General | $196,979 | ManagementAndGeneralAmt |
| Fundraising | $67,995 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,516 | TotalAmt |
| Program Services | $396,764 | ProgramServicesAmt |
| Management And General | $55,570 | ManagementAndGeneralAmt |
| Fundraising | $19,182 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,605,368 | TotalAmt |
| Program Services | $5,558,185 | ProgramServicesAmt |
| Management And General | $778,463 | ManagementAndGeneralAmt |
| Fundraising | $268,720 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,840,842 | TotalAmt |
| Program Services | $10,805,118 | ProgramServicesAmt |
| Management And General | $1,513,333 | ManagementAndGeneralAmt |
| Fundraising | $522,391 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,891,435 | TotalAmt |
| Program Services | $3,274,506 | ProgramServicesAmt |
| Management And General | $458,618 | ManagementAndGeneralAmt |
| Fundraising | $158,311 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,065,701 | TotalAmt |
| Program Services | $8,469,934 | ProgramServicesAmt |
| Management And General | $1,186,274 | ManagementAndGeneralAmt |
| Fundraising | $409,493 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,633,644 | TotalAmt |
| Program Services | $10,630,768 | ProgramServicesAmt |
| Management And General | $1,488,914 | ManagementAndGeneralAmt |
| Fundraising | $513,962 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,814,659 | TotalAmt |
| Program Services | $30,978,244 | ProgramServicesAmt |
| Management And General | $4,338,721 | ManagementAndGeneralAmt |
| Fundraising | $1,497,694 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,737,354 | TotalAmt |
| Program Services | $4,827,782 | ProgramServicesAmt |
| Management And General | $676,165 | ManagementAndGeneralAmt |
| Fundraising | $233,407 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,647,972 | TotalAmt |
| Program Services | $3,911,105 | ProgramServicesAmt |
| Management And General | $547,778 | ManagementAndGeneralAmt |
| Fundraising | $189,089 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,917,843 | TotalAmt |
| Program Services | $11,711,377 | ProgramServicesAmt |
| Management And General | $1,640,260 | ManagementAndGeneralAmt |
| Fundraising | $566,206 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,697,823 | TotalAmt |
| Program Services | $39,294,580 | ProgramServicesAmt |
| Management And General | $5,503,483 | ManagementAndGeneralAmt |
| Fundraising | $1,899,760 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,145,033 | TotalAmt |
| Program Services | $6,012,295 | ProgramServicesAmt |
| Management And General | $842,064 | ManagementAndGeneralAmt |
| Fundraising | $290,674 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDY ABROAD EXPENSES | $9,856,913 | $8,294,246 | $1,161,668 | $400,999 |
| FOOD SERVICES EXPENSES | $6,006,141 | $5,053,957 | $707,842 | $244,342 |
| BOOKS AND PERIODICALS | $3,541,651 | $2,980,175 | $417,395 | $144,081 |
| VEHICLE MAINTENANCE | $495,556 | $416,993 | $58,403 | $20,160 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,997 | TotalAmt |
| Program Services | $335,742 | ProgramServicesAmt |
| Management And General | $47,023 | ManagementAndGeneralAmt |
| Fundraising | $16,232 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,739,963 | TotalAmt |
| Program Services | $610,506,752 | ProgramServicesAmt |
| Management And General | $58,953,396 | ManagementAndGeneralAmt |
| Fundraising | $20,279,815 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,381 | BOYAmt |
| EOY | $44,382 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,275,898 | BOYAmt |
| EOY | $144,351,927 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,991,727 | BOYAmt |
| EOY | $59,052,254 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,539,584 | BOYAmt |
| EOY | $9,302,955 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,449,295 | BOYAmt |
| EOY | $108,279,897 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,284 | BOYAmt |
| EOY | $864,531 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,816,579 | BOYAmt |
| EOY | $9,600,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,642,643,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $523,473,519 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,631,944 | BOYAmt |
| EOY | $1,119,170,247 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,677,104 | BOYAmt |
| EOY | $215,587,307 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,873,076 | BOYAmt |
| EOY | $700,717,703 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,301,693 | BOYAmt |
| EOY | $6,615,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,279,240,565 | BOYAmt |
| EOY | $2,373,586,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,946,468 | BOYAmt |
| EOY | $55,263,698 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,889,948 | BOYAmt |
| EOY | $22,241,396 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,947,404 | BOYAmt |
| EOY | $261,339,253 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,000,000 | BOYAmt |
| EOY | $175,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,001,759 | BOYAmt |
| EOY | $11,978,138 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,785,579 | BOYAmt |
| EOY | $525,822,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,857,820 | BOYAmt |
| EOY | $1,371,938,444 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,597,166 | BOYAmt |
| EOY | $475,825,939 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,454,986 | BOYAmt |
| EOY | $1,847,764,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,279,240,565 | BOYAmt |
| EOY | $2,373,586,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $68,026,011 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,394,698 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $888,688 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,277,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,045,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,695,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,146,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,940,574 | CurrentTaxYearAmt |
| Total | $281,105,603 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,277,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,045,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,695,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,146,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,940,574 | CurrentTaxYearAmt |
| Total | $281,105,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,339,213 | SubstantialContributorsTotAmt |
| Public Support Total170 | $263,766,390 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,907,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,274,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,487,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,673,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,125,628 | CurrentTaxYearAmt |
| Total | $85,467,959 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,541,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,026,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,683,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,119,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,473,918 | CurrentTaxYearAmt |
| Total | $59,845,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $426,418,685 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,989,978,970 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FUNDRAISING EVENTS - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 276,468. 2022 AMOUNT: $ 376,038. 2023 AMOUNT: $ 217,850. 2024 AMOUNT: $ 185,714. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 8,541,144. 2021 AMOUNT: $ 9,750,044. 2022 AMOUNT: $ 10,307,771. 2023 AMOUNT: $ 10,901,890. 2024 AMOUNT: $ 19,288,204. |
| SCHEDULE A, PART II | CHAPMAN UNIVERSITY IS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). HOWEVER, IT IS COMPLETING PART II TO DEMONSTRATE THAT IT QUALIFIES FOR THE SPECIAL RULES PROVISION ON SCHEDULE B AND MEETS THE 33 1/3% SUPPORT TEST OF THE REGULATIONS UNDER SECTIONS 509(A)(1) ON 170(B)(1)(A)(VI). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $602,487 | RevenuesIncludedAmt |
| Assets Included | $15,957,295 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $804,636,989 | BeginningYearBalanceAmt |
| Contributions | $50,833,242 | ContributionsAmt |
| Investment Earnings Or Losses | $73,870,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,766,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,846,951 | OtherExpendituresAmt |
| Administrative Expenses | $3,915,910 | AdministrativeExpensesAmt |
| End Year Balance | $909,810,531 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $668,428,004 | BeginningYearBalanceAmt |
| Contributions | $51,966,057 | ContributionsAmt |
| Investment Earnings Or Losses | $101,549,730 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,745,920 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,958,211 | OtherExpendituresAmt |
| Administrative Expenses | $3,602,671 | AdministrativeExpensesAmt |
| End Year Balance | $804,636,989 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $608,096,890 | BeginningYearBalanceAmt |
| Contributions | $65,894,250 | ContributionsAmt |
| Investment Earnings Or Losses | $9,886,790 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,671,793 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,561,402 | OtherExpendituresAmt |
| Administrative Expenses | $3,216,731 | AdministrativeExpensesAmt |
| End Year Balance | $668,428,004 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $564,411,092 | BeginningYearBalanceAmt |
| Contributions | $44,024,000 | ContributionsAmt |
| Investment Earnings Or Losses | $13,475,143 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,611,316 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,195,684 | OtherExpendituresAmt |
| Administrative Expenses | $3,006,345 | AdministrativeExpensesAmt |
| End Year Balance | $608,096,890 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $412,063,654 | BeginningYearBalanceAmt |
| Contributions | $19,581,209 | ContributionsAmt |
| Investment Earnings Or Losses | $141,504,920 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,049,987 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,151,914 | OtherExpendituresAmt |
| Administrative Expenses | $1,536,790 | AdministrativeExpensesAmt |
| End Year Balance | $564,411,092 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58673 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41327 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,963,017 | OtherCostOrOtherBasisAmt |
| Book Value | $301,963,017 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,050,667,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,498,797 | DepreciationAmt |
| Book Value | $732,169,199 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $912,925 | OtherCostOrOtherBasisAmt |
| Depreciation | $880,419 | DepreciationAmt |
| Book Value | $32,506 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $285,479,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,094,303 | DepreciationAmt |
| Book Value | $81,384,780 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,620,745 | OtherCostOrOtherBasisAmt |
| Book Value | $3,620,745 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,119,170,247 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MEZZANINE DEBT FUNDS | $6,700 | F |
| REAL ASSET FUNDS | $6,996,726 | F |
| FIXED INCOME AND MUTUAL FUNDS | $41,360,064 | F |
| EMERGING MARKET EQUITIES | $57,934,294 | F |
| VENTURE CAPITAL | $76,392,881 | F |
| GLOBAL EQUITIES | $190,571,122 | F |
| PRIVATE EQUITY | $168,710,694 | F |
| HEDGE FUNDS | $158,745,222 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $700,717,703 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $10,785,163 |
| ANNUITIES PAYABLE | $1,192,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,978,138 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $590,888,351 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $44,394,698 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,432,553 | OtherRevenueAmt |
| Revenue Not Reported | $48,827,251 | RevenueNotReportedAmt |
| Revenue Subtotal | $542,061,100 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,916,150 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $211,788,724 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $215,704,874 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $757,765,974 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $477,578,954 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,432,553 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,432,553 | ExpensesNotReportedAmt |
| Expenses Subtotal | $473,146,401 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,916,150 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $212,677,412 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $216,593,562 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $689,739,963 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | SPECIAL COLLECTIONS CONTAIN MATERIALS OF ENDURING VALUE FOR THEIR INTELLECTUAL CONTENT AS WELL AS FOR THEIR HISTORICAL IMPORTANCE. SPECIAL COLLECTIONS IN THE LEATHERBY LIBRARIES SERVE AS THE REPOSITORY FOR COLLECTIONS OF PAPERS, MANUSCRIPTS, RARE BOOKS, ART WORK, PERIODICALS, PHOTOGRAPHS, MEDIA, EPHEMERA AND REALIA. |
| PART V, LINE 4: | ENDOWED GIFTS ARE MEANT TO EXIST IN PERPETUITY. EACH YEAR, A PORTION OF THE FUND'S EARNINGS IS MADE AVAILABLE TO SUPPORT STUDENT SCHOLARSHIPS, FACULTY CHAIRS, AND OTHER ENDOWED PROGRAMS THAT FURTHER THE UNIVERSITY'S STRATEGIC PRIORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED NET ON 990 4,245,680. FUNDRAISING EXPENSES REPORTED NET ON 990 186,873. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP PAYMENTS REPORTED GROSS ON 990 212,220,865. LOSS ON ASSET DISPOSAL 456,547. CHANGE IN VALUE OF SPLIT INTERESTS -888,688. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED NET ON 990 4,245,680. FUNDRAISING EXPENSES REPORTED NET ON 990 186,873. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP PAYMENTS REPORTED GROSS ON 990 212,220,865. LOSS ON ASSET DISPOSAL 456,547. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | 0 | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S NON-DISCRIMINATORY POLICY ON THE WEBSITE, IN ADDITION TO THE PUBLICATION IS PROMINENT IN BOTH THE UNDERGRADUATE (P.18) AND GRADUATE (P.19) CATALOGS AND IS EXHIBITED ON ITS WEBSITE AT HTTP://WWW.CHAPMAN.EDU. |
| SCHEDULE E, PART I, LINE 4 | CHAPMAN UNIVERSITY MAINTAINS COPIES OF ALL MAJOR MATERIALS USED BY THE ORGANIZATION TO SOLICIT CONTRIBUTIONS. |
| SCHEDULE E, PART I, LINE 6 | CHAPMAN UNIVERSITY IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | $9,629,794 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $104,558,708 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $792,573 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $4,575,832 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | GRANTMAKING | $319,290 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $20,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $118,683 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $116,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $120,131,840 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $120,131,840 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | APPLIED RESEARCH | $11,650 | WIRE | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | APPLIED RESEARCH | $75,239 | WIRE | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | BASIC RESEARCH | $170,553 | WIRE | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | BASIC RESEARCH | $52,148 | WIRE | $0 | N/A | N/A |
| SOUTH AMERICA | BASIC RESEARCH | $116,960 | WIRE | $0 | N/A | N/A |
| MIDDLE EAST AND NORTH AFRICA | BASIC RESEARCH | $118,683 | WIRE | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | OTHER-INTERNATIONAL | $9,700 | WIRE | $0 | N/A | N/A |
| NORTH AMERICA | OTHER-INTERNATIONAL | $20,000 | WIRE | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE EXPENDITURES REPORTED IN COLUMN (F) ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. INVESTMENTS ARE REPORTED AT THE FAIR MARKET VALUE ON THE LAST DAY OF THE REPORTING YEAR. |
| FORM 990, SCHEDULE F, PART IV, LINE 6 | OPERATIONS RELATED TO ANY BOYCOTTING COUNTRIES THE UNIVERSITY FILES FORM 5713 TO REPORT EDUCATIONAL SERVICES PROVIDED WITHIN THE U.S. TO FOREIGN NATIONALS FROM COUNTRIES THAT ARE CONTAINED ON THE U.S. TREASURY BOYCOTT LISTING UNDER SECTION 999(A)(3). |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ECONOMIC FORECAST | Event1Nm |
| Gross Receipts Event1 | $149,540 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $90,967 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,573 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,769 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,319 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,205 | OtherDirectExpensesEvent1Amt |
| Event2 | CHRISTMAS AT RITZ | Event2Nm |
| Gross Receipts Event2 | $383,764 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $266,015 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $117,749 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,275 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $54,112 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $8,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $36,118 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,650 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $32,258 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,392 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,530 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,582 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,963 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $574,954 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $389,240 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $185,714 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,574 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $93,013 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,286 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $186,873 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,159 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WYOMING | |||||||||||
| 1000 E UNIVERSITY AVENUE | LARAMIE | WY | 82071 | 836000331 | STATE OF WY | $20,658 | $0 | N/A | N/A | BASIC RESEARCH | |
| WASHINGTON STATE UNIVERSITY | |||||||||||
| 240 FRENCH ADMINISTRATION BUILDING | PULLMAN | WA | 99164 | 916001108 | STATE OF WA | $6,663 | $0 | N/A | N/A | APPLIED RESEARCH | PO BOX 641025 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| UC IRVINE | IRVINE | CA | 92697 | 952226406 | STATE OF CA | $379,701 | $0 | N/A | N/A | BASIC AND APPLIED RESEARCH | |
| CALIFORNIA STATE UNIVERSITY | |||||||||||
| CALIFORNIA STATE UNIVERSITY SAN | SAN MARCOS | CA | 92096 | 330397688 | STATE OF CA | $27,195 | $0 | N/A | N/A | BASIC RESEARCH | MARCOS |
| UNIVERSITY OF NORTH TEXAS | |||||||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 762035017 | 756002149 | STATE OF TX | $11,508 | $0 | N/A | N/A | BASIC RESEARCH | |
| CLAREMONT GRADUATE UNIVERSITY | |||||||||||
| 150 E 10TH ST | CLAREMONT | CA | 91711 | 951664100 | 501 (C)(3) | $70,446 | $0 | N/A | N/A | BASIC RESEARCH | |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | 951643334 | 501 (C)(3) | $72,989 | $0 | N/A | N/A | BASIC RESEARCH | |
| SAINT MARYS COLLEGE OF CALIFORNIA | |||||||||||
| 1928 ST MARYS RD | MOROGA | CA | 94575 | 941156599 | 501 (C)(3) | $115,443 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF REDLANDS | |||||||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92374 | 951643389 | 501 (C)(3) | $89,667 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF SAN FRANCISCO | |||||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | 941156628 | 501 (C)(3) | $70,391 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF ILLINOIS | |||||||||||
| 1901 SOUTH FIRST STREET SUITE A | CHAMPAIGN | IL | 61820 | 376000511 | STATE OF IL | $341,315 | $0 | N/A | N/A | BASIC RESEARCH | |
| ARIZONA STATE UNIVERSITY | |||||||||||
| PO BOX 876011 | TEMPE | AZ | 85287 | 860196696 | STATE OF AZ | $712,019 | $0 | N/A | N/A | BASIC RESEARCH | |
| MEMORIAL HEALTH SERVICES | |||||||||||
| 17360 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | 951643381 | 501 (C)(3) | $144,005 | $0 | N/A | N/A | BASIC RESEARCH | |
| SAINT LUKE'S HOSPITAL OF KANSAS CITY | |||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 641113220 | 440545297 | 501 (C)(3) | $56,443 | $0 | N/A | N/A | BASIC RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | 956006145 | STATE OF CA | $430,277 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | 951642394 | 501 (C)(3) | $618,214 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF ARIZONA | |||||||||||
| 2700 N CENTRAL AVE SUITE 400 | PHOENIX | AZ | 85004 | 742652689 | STATE OF AZ | $40,534 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF ARKANSAS | |||||||||||
| LITTLE ROCK CAMPUS | LITTLE ROCK | AR | 72204 | 716002352 | STATE OF AR | $12,290 | $0 | N/A | N/A | BASIC RESEARCH | |
| NORTH CAROLINA STATE UNIVERSITY | |||||||||||
| 2711 SULLIVAN DRIVE | RALEIGH | NC | 27695 | 320289075 | STATE OF NC | $12,785 | $0 | N/A | N/A | BASIC RESEARCH | |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | STATE OF FL | $29,566 | $0 | N/A | N/A | BASIC RESEARCH | |
| INSTITUTE FOR LEARNING INNOVATION | |||||||||||
| 5637 N GREELEY AVE | PORTLAND | OR | 97217 | 464453337 | 501 (C)(3) | $29,621 | $0 | N/A | N/A | BASIC RESEARCH | |
| CALIFORNIA STATE UNIVERSITY | |||||||||||
| CALSTATE LONG BEACH | LONG BEACH | CA | 90840 | 452163910 | STATE OF CA | $23,104 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF ARKANSAS | |||||||||||
| FAYETTEVILLE CAMPUS | FAYETTEVILLE | AR | 72701 | 716003252 | STATE OF AR | $9,915 | $0 | N/A | N/A | BASIC RESEARCH | |
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | 362167817 | 501 (C)(3) | $20,479 | $0 | N/A | N/A | BASIC RESEARCH | |
| UNIVERSITY OF ROCHESTER | |||||||||||
| UNIVERSITY OF ROCHESTER | ROCHESTER | NY | 14627 | 160743209 | 501 (C)(3) | $17,238 | $0 | N/A | N/A | BASIC RESEARCH | |
| COLORADO STATE UNIVERSITY | |||||||||||
| 6024 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | 846000545 | STATE OF CO | $57,881 | $0 | N/A | N/A | BASIC RESEARCH | |
| NORTHEASTERN UNIVERSITY | |||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 041679980 | 501 (C)(3) | $27,370 | $0 | N/A | N/A | BASIC RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| UC SAN DIEGO | LA JOLLA | CA | 92093 | 956006144 | STATE OF CA | $48,036 | $0 | N/A | N/A | BASIC RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| UNDERGRADUATE SCHOLARSHIPS | 6518 | $190,514,608 | N/A | N/A |
| GRADUATE SCHOLARSHIPS | 1189 | $21,706,257 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE REPRESENT STUDENT FINANCIAL AID. WHEN AWARDING AID, CHAPMAN UNIVERSITY FOLLOWS ALL LAWS AND REGULATIONS OF FEDERAL AND STATE OF CALIFORNIA AID PROGRAMS. FOR MORE INFORMATION, VISIT OUR WEBSITE AT WWW.CHAPMAN.EDU. AS PART OF ITS ONGOING COMPLIANCE WORK AND IN ACCORDANCE WITH FEDERAL GRANT GUIDELINES, THE UNIVERSITY MONITORS ITS GRANTS TO ORGANIZATIONS TO ENSURE COMPLIANCE AND USE CONSISTENT WITH THE AWARD ON A REGULAR BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIELE STRUPPA | ||||||||||||||
| PRESIDENT/EX-OFFICIO TRUSTEE | $852,600 | $0 | $440,000 | $0 | $16,330 | $0 | $231,050 | $0 | $357,678 | $0 | $1,897,658 | $0 | $0 | $0 |
| HAROLD HEWITT JR | ||||||||||||||
| EXEC VP & COO (THRU 4/23/25) | $665,852 | $0 | $300,000 | $0 | $28,341 | $0 | $31,050 | $0 | $35,135 | $0 | $1,060,378 | $0 | $0 | $0 |
| MATTHEW PARLOW | ||||||||||||||
| EXEC VP AND CHIEF ADVANCEMENT | $513,082 | $0 | $300,000 | $0 | $22,316 | $0 | $106,050 | $0 | $42,547 | $0 | $983,995 | $0 | $0 | $0 |
| NORMA BOUCHARD | ||||||||||||||
| EVP PROVOST (THRU 3/13/25) | $550,615 | $0 | $150,000 | $0 | $17,832 | $0 | $131,050 | $0 | $25,598 | $0 | $875,095 | $0 | $0 | $0 |
| ANDREW JORDAN | ||||||||||||||
| FACULTY | $399,851 | $0 | $0 | $0 | $253,009 | $0 | $13,801 | $0 | $42,571 | $0 | $709,232 | $0 | $0 | $0 |
| JANNA BERSI | ||||||||||||||
| SR.VP, INVESTMENTS & ADMIN | $537,375 | $0 | $100,000 | $0 | $2,661 | $0 | $31,050 | $0 | $16,624 | $0 | $687,710 | $0 | $0 | $0 |
| VERNON SMITH | ||||||||||||||
| FACULTY - NOBEL LAUREATE | $519,821 | $0 | $0 | $0 | $68,597 | $0 | $27,676 | $0 | $29,548 | $0 | $645,642 | $0 | $0 | $0 |
| YAKIR AHARONOV | ||||||||||||||
| FACULTY | $461,332 | $0 | $0 | $0 | $48,124 | $0 | $0 | $0 | $38,698 | $0 | $548,154 | $0 | $0 | $0 |
| HENRIK CRONQVIST | ||||||||||||||
| FACULTY | $496,165 | $0 | $0 | $0 | $2,441 | $0 | $25,072 | $0 | $16,624 | $0 | $540,302 | $0 | $0 | $0 |
| JANINE DUMONTELLE | ||||||||||||||
| VP, GENERAL COUNSEL | $361,833 | $0 | $100,000 | $0 | $11,238 | $0 | $31,050 | $0 | $30,065 | $0 | $534,186 | $0 | $0 | $0 |
| HELEN NORRIS | ||||||||||||||
| VICE PRESIDENT & CIO | $384,358 | $0 | $35,000 | $0 | $6,285 | $0 | $61,050 | $0 | $1,542 | $0 | $488,235 | $0 | $0 | $0 |
| JERRY PRICE | ||||||||||||||
| SVP STDNT AFFAIRS/DEAN OF STDNT | $295,268 | $0 | $70,000 | $0 | $4,788 | $0 | $25,981 | $0 | $75,308 | $0 | $471,345 | $0 | $0 | $0 |
| BRENDA RUSHFORTH | ||||||||||||||
| VP & CHIEF HR OFFICER | $353,084 | $0 | $50,000 | $0 | $5,585 | $0 | $31,050 | $0 | $15,262 | $0 | $454,981 | $0 | $0 | $0 |
| GLENN PFEIFFER | ||||||||||||||
| INTERIM PROVOST (3/1-5/31/25) | $382,572 | $0 | $0 | $0 | $11,925 | $0 | $31,050 | $0 | $27,290 | $0 | $452,837 | $0 | $0 | $0 |
| BRIAN THOMASON | ||||||||||||||
| INTERIM EXEC VP & COO | $321,345 | $0 | $75,000 | $0 | $1,464 | $0 | $29,371 | $0 | $16,434 | $0 | $443,614 | $0 | $0 | $0 |
| MICHAEL PELLY | ||||||||||||||
| VP OFFICE OF ENROLLMENT MGMT | $314,621 | $0 | $60,000 | $0 | $13,685 | $0 | $28,361 | $0 | $9,301 | $0 | $425,968 | $0 | $0 | $0 |
| COLLETTE CREPPELL | ||||||||||||||
| VP CAMPUS PLANNING & DESIGN | $312,627 | $0 | $75,000 | $0 | $4,984 | $0 | $23,915 | $0 | $1,425 | $0 | $417,951 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL SCHEDULE J, PART I, LINE 1A ALL CHAPMAN UNIVERSITY OFFICERS ARE ENTITLED TO TRAVEL BUSINESS CLASS ON FLIGHTS OVER 4 HOURS. IN THE EVENT THAT BUSINESS CLASS IS NOT AVAILABLE, OFFICERS ARE ENTITLED TO TRAVEL FIRST CLASS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS SCHEDULE J, PART I, LINE 1 A TAX GROSS-UP WAS PROVIDED FOR THE VALUE OF AN AUTO LEASE FOR THE EXEC VP & COO. TRAVEL FOR COMPANIONS SCHEDULE J, PART I, LINE 1A THE UNIVERSITY PROVIDED COMPANION TRAVEL BENEFITS TO TWO LISTED OFFICERS. COMPANION TRAVEL WAS TREATED AS A NON-TAXABLE BENEFIT FOR THE LISTED PERSON'S OFFICER'S, AS THE SPOUSE WHO WAS ALSO AN EMPLOYEE OF THE UNIVERSITY HAD A BONA FIDE BUSINESS PURPOSE. THE BENEFIT VALUE PROVIDED TO THE SPOUSE IS REPORTED ON SCHEDULE L, PART IV. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE SCHEDULE J, PART I, LINE 1A THE CHAPMAN UNIVERSITY PRESIDENT (AND FAMILY) ARE REQUIRED TO LIVE IN A UNIVERSITY HOUSE, OWNED BY THE UNIVERSITY, AS A CONDITION OF BEING EMPLOYED AS THE PRESIDENT. THIS SPECIFIC HOUSE WAS DONATED TO CHAPMAN UNIVERSITY SPECIFICALLY FOR THE PURPOSE OF BEING THE "PRESIDENT'S RESIDENCE". THE ANNUAL RENTAL VALUE OF THE HOUSING BENEFIT WAS $334,752 AND IS TREATED AS A NONTAXABLE BENEFIT TO THE PRESIDENT AND REPORTED ON THE FORM 990, SCHEDULE J. AS PART OF THE RENTAL AGREEMENT, IT IS STANDARD PRACTICE TO INCLUDE UTILITIES, REGULAR MAINTENANCE (INSIDE AND OUTSIDE THE HOUSE), AND PROFESSIONAL CLEANING SERVICES OF ALL AREAS OF THE RESIDENCE OF THE HOME. THE BUSINESS REASON FOR SUCH A DETAILED MAINTENANCE (INSIDE AND OUTSIDE) OF THE PROPERTY IS DUE TO THE PRESIDENT HOSTING MULTIPLE EVENTS EACH MONTH AT THIS FACILITY; ATTENDEES ARE PROVIDED A GUIDED TOUR OF ALL ROOMS INCLUDING ROOMS OCCUPIED BY THE PRESIDENT'S FAMILY AND EXTERIOR GROUNDS. IN ADDITION, THESE SERVICES ENSURE THE ONGOING MAINTENANCE OF THE PROPERTY, AS DESIRED BY THE PROPERTY OWNER (CHAPMAN UNIVERSITY). BECAUSE THESE SERVICES ARE PROVIDED PRIMARILY FOR BUSINESS REASONS, WE DO NOT CHECK THE BOX FOR "PERSONAL SERVICES". AN ANNUAL HOUSING ALLOWANCE OF $180,000 WAS PROVIDED TO ANDREW JORDAN. THIS TAXABLE BENEFIT IS REPORTED IN PART II, COLUMN B (III). AN ANNUAL HOUSING ALLOWANCE OF $30,000 WAS PROVIDED TO YAKIR AHARONOV. THIS TAXABLE BENEFIT IS REPORTED IN PART II, COLUMN (B)(III). UNIVERSITY HOUSING WAS PROVIDED TO JERRY PRICE VALUED AT $45,444 ANNUALLY. THIS HOUSING IS PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY. THIS NON-TAXABLE BENEFIT IS REPORTED IN PART II, COLUMN (D). HEALTH OR SOCIAL CLUB DUES OR INTITIATION FEES SCHEDULE J, PART I, LINE 1A CERTAIN EMPLOYEES HAVE ACCESS TO SOCIAL CLUB MEMBERSHIPS FOR THE BUSINESS PURPOSE OF CULTIVATING DONOR/TRUSTEE RELATIONSHIPS. FOR THIS FISCAL YEAR, SOCIAL CLUB DUES WERE PAID FOR: DANIELLE STRUPPA - $21,490 MATTHEW PARLOW - $8,775 THESE WERE DETERMINED TO BE NON-TAXABLE BENEFITS SINCE THEY HAD A BONA FIDE BUSINESS PURPOSE. THE VALUE OF THESE BENEFITS IS INCLUDED IN COLUMN (D) FOR THE INDIVIDUAL. |
| SCHEDULE J, PART I, LINE 4B | DANIELE STRUPPA HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2022, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH AUGUST 31, 2025 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. ANNUAL AMOUNTS EARNED ARE REPORTED IN PART II, COLUMN (C). HELEN NORRIS HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2022, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND SHE MUST BE ACTIVELY EMPLOYED THROUGH AUGUST 31, 2025 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. AMOUNTS EARNED ARE REPORTED IN PART II, COLUMN (C). MATTHEW PARLOW HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2022, WHICH IS INTENDED TO BE AN UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. SPECIFIC PERFORMANCE TARGETS, AT SPECIFIED DATE, EACH MUST BE MET; AND HE MUST BE ACTIVELY EMPLOYED THROUGH AUGUST 31, 2025 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. AMOUNTS EARNED ARE REPORTED IN PART II, COLUMN (C). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 521705592 | 130179TL8 | 2021-04-01 | $64,997,271 | REFUNDING 2011 BONDS | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 521705592 | 130179KL7 | 2017-11-16 | $40,323,903 | FINANCE VILLA PARK ORCHARDS | 0 | 0 | 0 |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 521705592 | 130179XA7 | 2025-02-19 | $95,254,143 | REFUNDING 2015 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $18,155,000 | $64,997,272 | $599,374 | $64,397,898 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $41,002,238 | $313,278 | 2021 | 0 | 0 | Yes (1) | Yes (1) | $40,688,960 | ||
| C | $95,717,037 | $826,391 | $9,035 | 2025 | Yes (1) | 0 | Yes (1) | Yes (1) | $94,881,611 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.02500 | 0.00000 | 0.02500 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01100 | 0.00000 | 0.01100 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I(F), ROW A | BONDS WERE ISSUED TO REFUND THE 2011 BONDS ISSUED ON OCTOBER 3, 2011 AND PAY COSTS OF ISSUANCE. |
| SCHEDULE K, PART I(F), ROW B | BONDS WERE ISSUED TO FINANCE THE CONSTRUCTION OF VILLA PARK ORCHARDS AND PAY COSTS OF ISSUANCE. |
| SCHEDULE K, PART I(F), ROW C | BONDS WERE ISSUED TO REFUND THE 2015 BONDS ISSUED ON JULY 21, 2015 AND PAY COSTS OF ISSUANCE. |
| SCHEDULE K, PART II, LINE 3, COLUMNS A, B & C | THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. |
| SCHEDULE K, PART III, LINE 7, COLUMNS A, B & C | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS BECAUSE THE AMOUNT OF PRIVATE BUSINESS AND/OR UNRELATED OR BUSINESS USE MEASURED OVER THE LIFE OF THE BOND IS NOT EXPECTED TO BE IN EXCESS OF THE AMOUNT PERMITTED UNDER SECTION 145 OF THE CODE. |
| SCHEDULE K, PART IV, LINE 2(B), COLUMNS A & C | THE BONDS MET THE 6-MONTH SPENDING EXCEPTION TO REBATE. |
| SCHEDULE K, PART IV, LINE 2(C), COLUMN B | THE MOST RECENT REBATE REPORT, DATED FEBRUARY 4, 2021, WAS PERFORMED AS THE 3RD ANNIVERSARY OF THE BONDS, SHOWING A NEGATIVE REBATE LIABILITY AND ALL PROCEEDS EXPENDED. THUS, NO REBATE CAN BECOME DUE NOR WILL EVER BECOME DUE ON THE BONDS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY ELIZABETH SPARKS | |||
| SPOUSE OF PRESIDENT | $367,654 | SALARY AND BENEFITS | 0 |
| JANINE KIM | |||
| SPOUSE OF OFFICER | $188,395 | SALARY AND BENEFITS | 0 |
| SARA PELLY | |||
| SPOUSE OF KEY EMPLOYEE | $12,298 | SALARY AND BENEFITS | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | OFFICERS OF THE UNIVERSITY THAT MAY HAVE A CONFLICT OF INTEREST REGARDING THE COMPENSATION PACKAGES FOR FAMILY MEMBERS DO NOT PARTICIPATE IN THE DETERMINATION OF THE COMPENSATION PAID TO THOSE FAMILY MEMBERS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $641,237 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,511 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $380,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,273,216 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG VAL DONATED DATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ELECTRONICS | 4 | $25,734 | RETAIL VALUE |
| Yes (X) | MUSICAL INSTRUMENT | 1 | $9,000 | RETAIL VALUE |
| Yes (X) | CRATE LABELS | 1 | $1,450 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | THE UNIVERSITY UTILIZES THIRD PARTIES AS NECESSARY TO ASSIST WITH THE SALE OF NONCASH CONTRIBUTIONS. |
| FORM 990, SCHEDULE M, PART I, COLUMN B | REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. EACH CONTRIBUTION MAY INCLUDE MORE THAN ONE DONATED ITEM. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED WITH AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE AUDIT COMMITTEE. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE BOARD OF TRUSTEES REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL FORM IS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY COMPLIANCE OFFICER IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OR INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS THE POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE UNIVERSITY COMPLIANCE OFFICER AND THE RESULTS ARE REPORTED TO THE FULL BOARD OF TRUSTEES AS DEFINED BY THE UNIVERSITY'S BYLAWS. FURTHERMORE, THE TRUSTEE OR KEY EMPLOYEE SHALL ABSENT HIMSELF OR HERSELF FROM DISCUSSIONS OF, AND ABSTAIN FROM VOTING ON, SUCH MATTERS UNDER CONSIDERATION BY THE BOARD OF TRUSTEES OR ITS COMMITTEES. THE MINUTES OF SUCH MEETINGS SHALL REFLECT THAT DISCLOSURE WAS MADE AND THAT THE TRUSTEE OR KEY EMPLOYEE WHO HAS A CONFLICT OR POSSIBLE CONFLICT ABSTAINED FROM DISCUSSING OR VOTING ON THE MATTER. ANY TRUSTEE OR KEY EMPLOYEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THAT THE BOARD OR COMMITTEE RESOLVE THE QUESTION IN HIS OR HER ABSENCE BY MAJORITY VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPOINTS AN EXECUTIVE COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE PRESIDENT AND SENIOR VICE PRESIDENTS. KEY DELIBERATIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED AND APPROVED AT THE NEXT COMMITTEE MEETING. THE COMMITTEE HIRED AN EXTERNAL CONSULTING FIRM, A RECOGNIZED LEADER IN EXECUTIVE COMPENSATION, TO ANNUALLY EVALUATE AND RECOMMEND A REASONABLE TOTAL COMPENSATION ARRANGEMENT FOR THE PRESIDENT, SENIOR EXECUTIVES, AND OTHERS LIKELY TO BE DETERMINED DISQUALIFIED PERSONS. THE FIRM CONDUCTS INDEPENDENT MARKET ANALYSIS FOR COMPARABILITY REVIEW AND ISSUES REASONABLENESS OPINIONS FOR A COMPETITIVE EXECUTIVE COMPENSATION PROGRAM TO THE COMMITTEE. THE COMMITTEE'S CHAIR PRESENTS RECOMMENDATIONS FOR EXECUTIVE COMPENSATION ADJUSTMENTS AT ITS ANNUAL AUGUST MEETING. THE ENTIRE COMMITTEE CONSIDERS INDIVIDUAL SKILLS, EXPERIENCE, AND CONTRIBUTIONS TO THE UNIVERSITY AND DELIBERATES ON THE RECOMMENDATIONS. THE COMMITTEE MEETS IN AUGUST, AFTER HAVING REVIEWED THE INDEPENDENT MARKET ANALYSIS PROVIDED BY THE CONSULTING FIRM, TO DISCUSS THE ANALYSIS AND RECOMMENDATIONS TO APPROVE THE EXECUTIVE COMPENSATION FOR THE FOLLOWING ACADEMIC YEAR. THE PROCESS FOR DETERMINING COMPENSATION PACKAGES FOR OTHER OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE PRESIDENT IN CONSULTATION WITH A QUALIFIED INDEPENDENT COMPENSATION SPECIALIST WHO REVIEWS, ANALYZES, AND PROVIDES BENCHMARKING DATA FOR THEIR TOTAL COMPENSATION ON AN ANNUAL BASIS. KEY DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EMPLOYEE'S HUMAN RESOURCES FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE UNIVERSITY MAKES IT FINANCIAL STATEMENTS AVAILABLE ON THE UNIVERSITY'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ANNUITY ADJUSTMENT 888,688. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHAPMAN UNIVERSITY CHARITABLE GIVING LLC | |||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 330918653 | FUNDRAISING | CA | $1,403 | $78,909 | CHAPMAN UNIV |
| CHAPMAN BOND GUARANTOR LLC | |||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 851381204 | LENDING | CA | $0 | $32,000,000 | CHAPMAN UNIV |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY DRIVE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300563618 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN UNIV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAPMAN UNIVERSITY ENTERPRISE INC | |||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | 371668103 | FILM PRODUCTION | DE | CHAPMAN UNIV | C | $154,286 | 1.00000 | Yes (1) |
| POOLED REMAINDER UNITRUST (14) | |||||||||||
| TRUST | CA | CHAPMAN UNIV | T | 0 | |||||||
| POOLED INCOME FUND (1) | |||||||||||
| TRUST | CA | CHAPMAN UNIV | T | 0 | |||||||
| CHARITABLE GIFT ANNUITIES (21) | |||||||||||
| TRUST | CA | CHAPMAN UNIV | T | 0 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN BOND GUARANTOR LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $32,000,000 | InvolvedAmt |
| Method Of Amount Determination | LOAN BALANCE | MethodOfAmountDeterminationTxt |
Comments