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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-10T11:07:25-05:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 SOUTH HOPE STREET SUITE 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951643992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAPMAN UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAPBusinessNameControlTxt
Phone7149976598PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE UNIVERSITY DRIVEAddressLine1Txt
CityORANGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92866ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN THOMASONPersonNm
Person TitleINTERIM EXEC VP & COOPersonTitleTxt
Phone7149976598PhoneNum
Signature2026-04-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAREY MCKEEPreparerPersonNm
PTINP01281067PTIN
Phone2139724000PhoneNum
Preparation2026-04-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIELE C STRUPPAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE UNIVERSITY DRIVEAddressLine1Txt
CityORANGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92866ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$904,490,116GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CHAPMAN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1861FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPERSONALIZED EDUCATION THAT LEADS TO INQUIRING, ETHICAL, & PRODUCTIVE LIVES AS GLOBAL CITIZENS.ActivityOrMissionDesc
Voting Members Governing Body64VotingMembersGoverningBodyCnt
Voting Members Independent63VotingMembersIndependentCnt
Total Employee5891TotalEmployeeCnt
Total Volunteers400TotalVolunteersCnt
Total Gross UBI$422,140TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$49,146,420PYContributionsGrantsAmt
CY Contributions Grants$52,940,574CYContributionsGrantsAmt
PY Program Service Revenue$632,482,855PYProgramServiceRevenueAmt
CY Program Service Revenue$646,573,849CYProgramServiceRevenueAmt
PY Investment Income$83,974,819PYInvestmentIncomeAmt
CY Investment Income$39,163,347CYInvestmentIncomeAmt
PY Other Revenue$10,633,086PYOtherRevenueAmt
CY Other Revenue$19,088,204CYOtherRevenueAmt
PY Total Revenue$776,237,180PYTotalRevenueAmt
CY Total Revenue$757,765,974CYTotalRevenueAmt
PY Grants And Similar Paid$208,648,789PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$216,304,363CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$279,717,591PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$289,995,760CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,279,815CYTotalFundraisingExpenseAmt
PY Other Expenses$193,903,421PYOtherExpensesAmt
CY Other Expenses$183,439,840CYOtherExpensesAmt
PY Total Expenses$682,269,801PYTotalExpensesAmt
CY Total Expenses$689,739,963CYTotalExpensesAmt
PY Revenues Less Expenses$93,967,379PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$68,026,011CYRevenuesLessExpensesAmt
Total Assets BOY$2,279,240,565TotalAssetsBOYAmt
Total Assets EOY$2,373,586,868TotalAssetsEOYAmt
Total Liabilities BOY$544,785,579TotalLiabilitiesBOYAmt
Total Liabilities EOY$525,822,485TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,734,454,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,847,764,383NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$453,206,350ExpenseAmt
Grant$216,304,363GrantAmt
Revenue$580,348,365RevenueAmt
DescLISTED 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 ENGINEERINGDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$57,198,281ExpenseAmt
DescCHAPMAN 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

FieldValueIRS element (for citing)
Expense$50,363,123ExpenseAmt
DescSTUDENT 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

FieldValueIRS element (for citing)
Expense$49,738,998ExpenseAmt
Revenue$66,225,484RevenueAmt
DescAUXILIARY 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$49,738,998TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$66,225,484TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$610,506,752TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document812IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5891EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members64GoverningBodyVotingMembersCnt
Independent Voting Member63IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHANNON TURNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7149976598PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE UNIVERSITY DRIVEAddressLine1Txt
CityORANGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92866ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
PARKER S KENNEDY
CHAIR (12/24)/EMERTIUS TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
JAMES P BURRA
CHAIRMAN (AS OF 1/1/25)1.000.00Yes (X)Yes (X)$0$0$0
JAMES V MAZZO
VICE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
SCOTT CHAPMAN
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
MARILYN ALEXANDER
TRUSTEE1.000.00Yes (X)$0$0$0
LISA ARGYROS
TRUSTEE1.000.00Yes (X)$0$0$0
RAJ S BHATHAL
TRUSTEE1.000.00Yes (X)$0$0$0
GAYE BIRTCHER
TRUSTEE1.000.00Yes (X)$0$0$0
KEN BUNT
TRUSTEE1.000.00Yes (X)$0$0$0
ROBERT CASE
TRUSTEE1.000.00Yes (X)$0$0$0
AKIN CEYLAN
TRUSTEE1.000.00Yes (X)$0$0$0
IRVING M CHASE
TRUSTEE1.000.00Yes (X)$0$0$0
JEROME W CWIERTNIA
TRUSTEE1.000.00Yes (X)$0$0$0
ZEINAB DABBAH
TRUSTEE1.000.00Yes (X)$0$0$0
DALE E FOWLER
TRUSTEE1.000.00Yes (X)$0$0$0
GAVIN S HERBERT JR
TRUSTEE1.000.00Yes (X)$0$0$0
MARK HILBERT
TRUSTEE1.001.00Yes (X)$0$0$0
ANDY HOROWITZ
TRUSTEE1.000.00Yes (X)$0$0$0
ANDRES IRLANDO
TRUSTEE1.000.00Yes (X)$0$0$0
MARK CHAPIN JOHNSON
TRUSTEE1.000.00Yes (X)$0$0$0
JASON KROTTS
TRUSTEE1.000.00Yes (X)$0$0$0
DANIELLE LIMP
TRUSTEE1.000.00Yes (X)$0$0$0
RICK LOWE
TRUSTEE1.000.00Yes (X)$0$0$0
MELINDA MASSON
TRUSTEE1.000.00Yes (X)$0$0$0
MARONYA MOULTRIE
TRUSTEE1.000.00Yes (X)$0$0$0
MARYBELLE MUSCO
TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD MUTH
TRUSTEE1.000.00Yes (X)$0$0$0
NELLA WEBSTER-O'GRADY
TRUSTEE1.000.00Yes (X)$0$0$0
JAMES B ROSZAK
TRUSTEE1.000.00Yes (X)$0$0$0
THE HONORABLE LORETTA SANCHEZ
TRUSTEE1.000.00Yes (X)$0$0$0
MOHINDAR S SANDHU
TRUSTEE1.000.00Yes (X)$0$0$0
KEVIN SCHEETZ
TRUSTEE1.000.00Yes (X)$0$0$0
RONALD M SIMON
TRUSTEE1.000.00Yes (X)$0$0$0
MAX VALDES
TRUSTEE1.000.00Yes (X)$0$0$0
TIM VANDERHOOK
TRUSTEE1.000.00Yes (X)$0$0$0
THE HONORABLE GADDI VASQUEZ
TRUSTEE1.000.00Yes (X)$0$0$0
ANNETTE WALKER
TRUSTEE1.000.00Yes (X)$0$0$0
GEORGE WALL
TRUSTEE1.000.00Yes (X)$0$0$0
KAREN R WILKINSON
TRUSTEE1.000.00Yes (X)$0$0$0
JANE FUJISHIGE YADA
TRUSTEE1.000.00Yes (X)$0$0$0
CHARLIE ZHANG
TRUSTEE1.000.00Yes (X)$0$0$0
WYLIE A AITKEN
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
THE HONORABLE GEORGE L ARGYROS
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
DOY B HENLEY
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
DONALD E SODARO
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
WILLIAM K HOOD
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
DONNA ATTALLAH
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
ARLENE R CRAIG
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
DAVID C HENLEY
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
ROGER C HOBBS
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
JOANN LEATHERBY
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
TOM MALLOY
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD R SCHMID
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
R DAVID THRESHIE
EMERITUS TRUSTEE1.000.00Yes (X)$0$0$0
REVEREND LATAUNYA BYNUM
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
KATHY DUNLAP
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
LISA HALLAIAN
EX OFFICIO TRUSTEE (AS OF 7/241.000.00Yes (X)$0$0$0
JAY HARTLEY
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
REVEREND DAYNA KINKADE
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
SHARI NAZAROFF
EX OFFICIO TRUSTEE (THRU 6/24)1.000.00Yes (X)$0$0$0
MICHAEL PENN
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
MICHELLE PHILO
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
REVEREND RACHAEL PRYOR
EX OFFICIO TRUSTEE (AS OF 9/241.000.00Yes (X)$0$0$0
RICHIE SANCHEZ
EX OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
DANIELE STRUPPA
PRESIDENT/EX-OFFICIO TRUSTEE40.000.00Yes (X)Yes (X)$1,308,930$0$588,728
HAROLD HEWITT JR
EXEC VP & COO (THRU 4/23/25)40.000.00Yes (X)$994,193$0$66,185
MATTHEW PARLOW
EXEC VP AND CHIEF ADVANCEMENT40.000.00Yes (X)$835,398$0$148,597
NORMA BOUCHARD
EVP PROVOST (THRU 3/13/25)40.000.00Yes (X)$718,447$0$156,648
BRIAN THOMASON
INTERIM EXEC VP & COO40.000.00Yes (X)$397,809$0$45,805
GLENN PFEIFFER
INTERIM PROVOST (3/1-5/31/25)40.000.00Yes (X)$394,497$0$58,340
BRENDA RUSHFORTH
VP & CHIEF HR OFFICER40.000.00$408,669$0$46,312Yes (X)
COLLETTE CREPPELL
VP CAMPUS PLANNING & DESIGN40.000.00$392,611$0$25,340Yes (X)
HELEN NORRIS
VICE PRESIDENT & CIO40.000.00$425,643$0$62,592Yes (X)
JANNA BERSI
SR.VP, INVESTMENTS & ADMIN40.000.00$640,036$0$47,674Yes (X)
JERRY PRICE
SVP STDNT AFFAIRS/DEAN OF STDNT40.000.00$370,056$0$101,289Yes (X)
MICHAEL PELLY
VP OFFICE OF ENROLLMENT MGMT40.000.00$388,306$0$37,662Yes (X)
ANDREW JORDAN
FACULTY40.000.00$652,860$0$56,372Yes (X)
HENRIK CRONQVIST
FACULTY40.000.00$498,606$0$41,696Yes (X)
VERNON SMITH
FACULTY - NOBEL LAUREATE40.000.00$588,418$0$57,224Yes (X)
YAKIR AHARONOV
FACULTY40.000.00$509,456$0$38,698Yes (X)
JANINE DUMONTELLE
VP, GENERAL COUNSEL40.000.00$473,071$0$61,115Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,997,006TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,640,277TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K709IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DEL AMO CONSTRUCTION LLC
23840 MADISON STREETTORRANCECA90505CONSTRUCTION$9,964,196
CULTURAL EXPERIENCES ABROAD LLC
OSBORN RD SUITE 200PHOENIXAZ85014STUDY ABROAD PROGS$1,496,618
CARNEGIE DARTLET LLC
210 LITTLETON ROAD SUITE 100WESTFORDMA01886PROFESSIONAL SRVCS$1,387,163
BRIAN DEIONGH
432 EAST EVERETT PLACEORANGECA92867CONSTRUCTION$913,645
EHRLICH YANAI RHEE CHANEY ARCHITECTS LLP
10865 WASHINGTON BLVDCULVER CITYCA90232CONSTRUCTION$710,741
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K38CntrctRcvdGreaterThan100KCnt
Fundraising$389,240FundraisingAmt
Government Grants$16,418,856GovernmentGrantsAmt
All Other Contributions$36,132,478AllOtherContributionsAmt
Noncash Contributions$4,343,148NoncashContributionsAmt
Total Contributions$52,940,574TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$580,348,365$580,348,365
OTHER FEES AND SERVICE611710$66,225,484$66,225,484
FieldValueIRS element (for citing)
Total Program Service Revenue$646,573,849TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,078,789TotalRevenueColumnAmt
Unrelated Business Revenue-$783,665UnrelatedBusinessRevenueAmt
Exclusion$21,862,454ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,046,839RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,245,680RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$198,841RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$198,841TotalRevenueColumnAmt
Exclusion-$198,841ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$160,376,147SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$142,291,589SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,084,558SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,084,558TotalRevenueColumnAmt
Unrelated Business Revenue$832,194UnrelatedBusinessRevenueAmt
Exclusion$17,252,364ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$185,714FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$389,240ContriRptFundraisingEventAmt
Fundraising Direct Expenses$186,873FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,159TotalRevenueColumnAmt
Exclusion-$1,159ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
GAIN ON DEBT RETIREMEN900099$8,100,689$8,100,689
PERFORMANCE GRANTS900099$6,092,254$6,092,254
EXTERNAL SCHOLARSHIPS900099$3,095,387$3,095,387

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,999,874TotalRevenueColumnAmt
Unrelated Business Revenue$373,611UnrelatedBusinessRevenueAmt
Exclusion$1,626,263ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,288,204OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$757,765,974TotalRevenueColumnAmt
Related Or Exempt Func Income$646,573,849RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$422,140UnrelatedBusinessRevenueAmt
Exclusion$57,829,411ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,508,565TotalAmt
Program Services$3,508,565ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$212,220,865TotalAmt
Program Services$212,220,865ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$574,933TotalAmt
Program Services$574,933ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,427,892TotalAmt
Program Services$2,073,253ProgramServicesAmt
Management And General$4,032,946ManagementAndGeneralAmt
Fundraising$1,321,693FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$216,384,281TotalAmt
Program Services$182,079,781ProgramServicesAmt
Management And General$25,501,557ManagementAndGeneralAmt
Fundraising$8,802,943FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,173,365TotalAmt
Program Services$11,084,924ProgramServicesAmt
Management And General$1,552,522ManagementAndGeneralAmt
Fundraising$535,919FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,857,584TotalAmt
Program Services$31,855,829ProgramServicesAmt
Management And General$4,461,633ManagementAndGeneralAmt
Fundraising$1,540,122FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,152,638TotalAmt
Program Services$12,750,413ProgramServicesAmt
Management And General$1,785,785ManagementAndGeneralAmt
Fundraising$616,440FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,671,392TotalAmt
Program Services$1,406,418ProgramServicesAmt
Management And General$196,979ManagementAndGeneralAmt
Fundraising$67,995FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$471,516TotalAmt
Program Services$396,764ProgramServicesAmt
Management And General$55,570ManagementAndGeneralAmt
Fundraising$19,182FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,605,368TotalAmt
Program Services$5,558,185ProgramServicesAmt
Management And General$778,463ManagementAndGeneralAmt
Fundraising$268,720FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,840,842TotalAmt
Program Services$10,805,118ProgramServicesAmt
Management And General$1,513,333ManagementAndGeneralAmt
Fundraising$522,391FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,891,435TotalAmt
Program Services$3,274,506ProgramServicesAmt
Management And General$458,618ManagementAndGeneralAmt
Fundraising$158,311FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,065,701TotalAmt
Program Services$8,469,934ProgramServicesAmt
Management And General$1,186,274ManagementAndGeneralAmt
Fundraising$409,493FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,633,644TotalAmt
Program Services$10,630,768ProgramServicesAmt
Management And General$1,488,914ManagementAndGeneralAmt
Fundraising$513,962FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,814,659TotalAmt
Program Services$30,978,244ProgramServicesAmt
Management And General$4,338,721ManagementAndGeneralAmt
Fundraising$1,497,694FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,737,354TotalAmt
Program Services$4,827,782ProgramServicesAmt
Management And General$676,165ManagementAndGeneralAmt
Fundraising$233,407FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,647,972TotalAmt
Program Services$3,911,105ProgramServicesAmt
Management And General$547,778ManagementAndGeneralAmt
Fundraising$189,089FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,917,843TotalAmt
Program Services$11,711,377ProgramServicesAmt
Management And General$1,640,260ManagementAndGeneralAmt
Fundraising$566,206FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$46,697,823TotalAmt
Program Services$39,294,580ProgramServicesAmt
Management And General$5,503,483ManagementAndGeneralAmt
Fundraising$1,899,760FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,145,033TotalAmt
Program Services$6,012,295ProgramServicesAmt
Management And General$842,064ManagementAndGeneralAmt
Fundraising$290,674FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$398,997TotalAmt
Program Services$335,742ProgramServicesAmt
Management And General$47,023ManagementAndGeneralAmt
Fundraising$16,232FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$689,739,963TotalAmt
Program Services$610,506,752ProgramServicesAmt
Management And General$58,953,396ManagementAndGeneralAmt
Fundraising$20,279,815FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,381BOYAmt
EOY$44,382EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$148,275,898BOYAmt
EOY$144,351,927EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,991,727BOYAmt
EOY$59,052,254EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,539,584BOYAmt
EOY$9,302,955EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$103,449,295BOYAmt
EOY$108,279,897EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$632,284BOYAmt
EOY$864,531EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,816,579BOYAmt
EOY$9,600,049EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,642,643,766LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$523,473,519LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,131,631,944BOYAmt
EOY$1,119,170,247EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$192,677,104BOYAmt
EOY$215,587,307EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$617,873,076BOYAmt
EOY$700,717,703EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,301,693BOYAmt
EOY$6,615,616EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,279,240,565BOYAmt
EOY$2,373,586,868EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$54,946,468BOYAmt
EOY$55,263,698EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$22,889,948BOYAmt
EOY$22,241,396EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$281,947,404BOYAmt
EOY$261,339,253EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$175,000,000BOYAmt
EOY$175,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,001,759BOYAmt
EOY$11,978,138EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$544,785,579BOYAmt
EOY$525,822,485EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,300,857,820BOYAmt
EOY$1,371,938,444EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$433,597,166BOYAmt
EOY$475,825,939EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,734,454,986BOYAmt
EOY$1,847,764,383EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,279,240,565BOYAmt
EOY$2,373,586,868EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$68,026,011ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$44,394,698NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$888,688OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,277,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,045,778CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,695,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,146,420CurrentTaxYearMinus1YearAmt
Current Tax Year$52,940,574CurrentTaxYearAmt
Total$281,105,603TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,277,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,045,778CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,695,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,146,420CurrentTaxYearMinus1YearAmt
Current Tax Year$52,940,574CurrentTaxYearAmt
Total$281,105,603TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,339,213SubstantialContributorsTotAmt
Public Support Total170$263,766,390PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,907,193CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,274,321CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,487,202CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,673,615CurrentTaxYearMinus1YearAmt
Current Tax Year$25,125,628CurrentTaxYearAmt
Total$85,467,959TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,541,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,026,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,683,809CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,119,740CurrentTaxYearMinus1YearAmt
Current Tax Year$19,473,918CurrentTaxYearAmt
Total$59,845,123TotalAmt
FieldValueIRS element (for citing)
Total Support$426,418,685TotalSupportAmt
Gross Receipts Rltd Activities$2,989,978,970GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61860PublicSupportCY170Pct
Public Support PY1700.60380PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 IICHAPMAN 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$602,487RevenuesIncludedAmt
Assets Included$15,957,295AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$804,636,989BeginningYearBalanceAmt
Contributions$50,833,242ContributionsAmt
Investment Earnings Or Losses$73,870,060InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,766,899GrantsOrScholarshipsAmt
Other Expenditures$5,846,951OtherExpendituresAmt
Administrative Expenses$3,915,910AdministrativeExpensesAmt
End Year Balance$909,810,531EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$668,428,004BeginningYearBalanceAmt
Contributions$51,966,057ContributionsAmt
Investment Earnings Or Losses$101,549,730InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,745,920GrantsOrScholarshipsAmt
Other Expenditures$4,958,211OtherExpendituresAmt
Administrative Expenses$3,602,671AdministrativeExpensesAmt
End Year Balance$804,636,989EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$608,096,890BeginningYearBalanceAmt
Contributions$65,894,250ContributionsAmt
Investment Earnings Or Losses$9,886,790InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,671,793GrantsOrScholarshipsAmt
Other Expenditures$4,561,402OtherExpendituresAmt
Administrative Expenses$3,216,731AdministrativeExpensesAmt
End Year Balance$668,428,004EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$564,411,092BeginningYearBalanceAmt
Contributions$44,024,000ContributionsAmt
Investment Earnings Or Losses$13,475,143InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,611,316GrantsOrScholarshipsAmt
Other Expenditures$4,195,684OtherExpendituresAmt
Administrative Expenses$3,006,345AdministrativeExpensesAmt
End Year Balance$608,096,890EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$412,063,654BeginningYearBalanceAmt
Contributions$19,581,209ContributionsAmt
Investment Earnings Or Losses$141,504,920InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,049,987GrantsOrScholarshipsAmt
Other Expenditures$6,151,914OtherExpendituresAmt
Administrative Expenses$1,536,790AdministrativeExpensesAmt
End Year Balance$564,411,092EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.58673BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.41327PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$301,963,017OtherCostOrOtherBasisAmt
Book Value$301,963,017BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,050,667,996OtherCostOrOtherBasisAmt
Depreciation$318,498,797DepreciationAmt
Book Value$732,169,199BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$912,925OtherCostOrOtherBasisAmt
Depreciation$880,419DepreciationAmt
Book Value$32,506BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$285,479,083OtherCostOrOtherBasisAmt
Depreciation$204,094,303DepreciationAmt
Book Value$81,384,780BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,620,745OtherCostOrOtherBasisAmt
Book Value$3,620,745BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,119,170,247TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MEZZANINE DEBT FUNDS$6,700F
REAL ASSET FUNDS$6,996,726F
FIXED INCOME AND MUTUAL FUNDS$41,360,064F
EMERGING MARKET EQUITIES$57,934,294F
VENTURE CAPITAL$76,392,881F
GLOBAL EQUITIES$190,571,122F
PRIVATE EQUITY$168,710,694F
HEDGE FUNDS$158,745,222F
FieldValueIRS element (for citing)
Total Book Value Securities$700,717,703TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OTHER LIABILITIES$10,785,163
ANNUITIES PAYABLE$1,192,975
FieldValueIRS element (for citing)
Total Liability$11,978,138TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$590,888,351TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$44,394,698NetUnrealizedGainsInvstAmt
Other Revenue$4,432,553OtherRevenueAmt
Revenue Not Reported$48,827,251RevenueNotReportedAmt
Revenue Subtotal$542,061,100RevenueSubtotalAmt
Investment Expenses Not Incld$3,916,150InvestmentExpensesNotIncldAmt
Other Revenues Not Included$211,788,724OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$215,704,874RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$757,765,974TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$477,578,954TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,432,553OtherExpensesIncludedAmt
Expenses Not Reported$4,432,553ExpensesNotReportedAmt
Expenses Subtotal$473,146,401ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,916,150InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$212,677,412OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$216,593,562ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$689,739,963TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol0MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE 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 4CHAPMAN UNIVERSITY MAINTAINS COPIES OF ALL MAJOR MATERIALS USED BY THE ORGANIZATION TO SOLICIT CONTRIBUTIONS.
SCHEDULE E, PART I, LINE 6CHAPMAN 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$9,629,794
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$104,558,708
EAST ASIA AND THE PACIFIC00INVESTMENTS$792,573
NORTH AMERICA00INVESTMENTS$4,575,832
EUROPE (INCLUDING ICELAND AND GREENLAND)00GRANTMAKING$319,290
NORTH AMERICA00GRANTMAKING$20,000
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$118,683
SOUTH AMERICA00GRANTMAKING$116,960
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$120,131,840SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$120,131,840TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND AND GREENLAND)APPLIED RESEARCH$11,650WIRE$0N/AN/A
EUROPE (INCLUDING ICELAND AND GREENLAND)APPLIED RESEARCH$75,239WIRE$0N/AN/A
EUROPE (INCLUDING ICELAND AND GREENLAND)BASIC RESEARCH$170,553WIRE$0N/AN/A
EUROPE (INCLUDING ICELAND AND GREENLAND)BASIC RESEARCH$52,148WIRE$0N/AN/A
SOUTH AMERICABASIC RESEARCH$116,960WIRE$0N/AN/A
MIDDLE EAST AND NORTH AFRICABASIC RESEARCH$118,683WIRE$0N/AN/A
EUROPE (INCLUDING ICELAND AND GREENLAND)OTHER-INTERNATIONAL$9,700WIRE$0N/AN/A
NORTH AMERICAOTHER-INTERNATIONAL$20,000WIRE$0N/AN/A
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 6OPERATIONS 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

FieldValueIRS element (for citing)
Event1ECONOMIC FORECASTEvent1Nm
Gross Receipts Event1$149,540GrossReceiptsEvent1Amt
Charitable Contri Event1$90,967CharitableContriEvent1Amt
Gross Revenue Event1$58,573GrossRevenueEvent1Amt
Rent Facility Costs Event1$9,769RentFacilityCostsEvent1Amt
Food And Beverage Event1$25,319FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$18,205OtherDirectExpensesEvent1Amt
Event2CHRISTMAS AT RITZEvent2Nm
Gross Receipts Event2$383,764GrossReceiptsEvent2Amt
Charitable Contri Event2$266,015CharitableContriEvent2Amt
Gross Revenue Event2$117,749GrossRevenueEvent2Amt
Rent Facility Costs Event2$12,275RentFacilityCostsEvent2Amt
Food And Beverage Event2$54,112FoodAndBeverageEvent2Amt
Entertainment Event2$8,000EntertainmentEvent2Amt
Other Direct Expenses Event2$36,118OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$41,650GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$32,258CharitableContriOtherEventsAmt
Gross Revenue Other Events$9,392GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$3,530RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$13,582FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$5,963OthDirectExpnssOtherEventsAmt
Gross Receipts Total$574,954GrossReceiptsTotalAmt
Charitable Contributions Tot$389,240CharitableContributionsTotAmt
Gross Revenue Total Events$185,714GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$25,574RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$93,013FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$60,286OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$186,873DirectExpenseSummaryEventsAmt
Net Income Summary-$1,159NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVENUELARAMIEWY82071836000331STATE OF WY$20,658$0N/AN/ABASIC RESEARCH
WASHINGTON STATE UNIVERSITY
240 FRENCH ADMINISTRATION BUILDINGPULLMANWA99164916001108STATE OF WA$6,663$0N/AN/AAPPLIED RESEARCHPO BOX 641025
REGENTS OF THE UNIVERSITY OF CALIFORNIA
UC IRVINEIRVINECA92697952226406STATE OF CA$379,701$0N/AN/ABASIC AND APPLIED RESEARCH
CALIFORNIA STATE UNIVERSITY
CALIFORNIA STATE UNIVERSITY SANSAN MARCOSCA92096330397688STATE OF CA$27,195$0N/AN/ABASIC RESEARCHMARCOS
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311250DENTONTX762035017756002149STATE OF TX$11,508$0N/AN/ABASIC RESEARCH
CLAREMONT GRADUATE UNIVERSITY
150 E 10TH STCLAREMONTCA91711951664100501 (C)(3)$70,446$0N/AN/ABASIC RESEARCH
LOYOLA MARYMOUNT UNIVERSITY
1 LMU DRIVELOS ANGELESCA90045951643334501 (C)(3)$72,989$0N/AN/ABASIC RESEARCH
SAINT MARYS COLLEGE OF CALIFORNIA
1928 ST MARYS RDMOROGACA94575941156599501 (C)(3)$115,443$0N/AN/ABASIC RESEARCH
UNIVERSITY OF REDLANDS
1200 E COLTON AVEREDLANDSCA92374951643389501 (C)(3)$89,667$0N/AN/ABASIC RESEARCH
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA941171080941156628501 (C)(3)$70,391$0N/AN/ABASIC RESEARCH
UNIVERSITY OF ILLINOIS
1901 SOUTH FIRST STREET SUITE ACHAMPAIGNIL61820376000511STATE OF IL$341,315$0N/AN/ABASIC RESEARCH
ARIZONA STATE UNIVERSITY
PO BOX 876011TEMPEAZ85287860196696STATE OF AZ$712,019$0N/AN/ABASIC RESEARCH
MEMORIAL HEALTH SERVICES
17360 BROOKHURST STREETFOUNTAIN VALLEYCA92708951643381501 (C)(3)$144,005$0N/AN/ABASIC RESEARCH
SAINT LUKE'S HOSPITAL OF KANSAS CITY
4401 WORNALL ROADKANSAS CITYMO641113220440545297501 (C)(3)$56,443$0N/AN/ABASIC RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA
UC SANTA BARBARASANTA BARBARACA93106956006145STATE OF CA$430,277$0N/AN/ABASIC RESEARCH
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089951642394501 (C)(3)$618,214$0N/AN/ABASIC RESEARCH
UNIVERSITY OF ARIZONA
2700 N CENTRAL AVE SUITE 400PHOENIXAZ85004742652689STATE OF AZ$40,534$0N/AN/ABASIC RESEARCH
UNIVERSITY OF ARKANSAS
LITTLE ROCK CAMPUSLITTLE ROCKAR72204716002352STATE OF AR$12,290$0N/AN/ABASIC RESEARCH
NORTH CAROLINA STATE UNIVERSITY
2711 SULLIVAN DRIVERALEIGHNC27695320289075STATE OF NC$12,785$0N/AN/ABASIC RESEARCH
FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STREETMIAMIFL33199650177616STATE OF FL$29,566$0N/AN/ABASIC RESEARCH
INSTITUTE FOR LEARNING INNOVATION
5637 N GREELEY AVEPORTLANDOR97217464453337501 (C)(3)$29,621$0N/AN/ABASIC RESEARCH
CALIFORNIA STATE UNIVERSITY
CALSTATE LONG BEACHLONG BEACHCA90840452163910STATE OF CA$23,104$0N/AN/ABASIC RESEARCH
UNIVERSITY OF ARKANSAS
FAYETTEVILLE CAMPUSFAYETTEVILLEAR72701716003252STATE OF AR$9,915$0N/AN/ABASIC RESEARCH
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208362167817501 (C)(3)$20,479$0N/AN/ABASIC RESEARCH
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTERROCHESTERNY14627160743209501 (C)(3)$17,238$0N/AN/ABASIC RESEARCH
COLORADO STATE UNIVERSITY
6024 CAMPUS DELIVERYFORT COLLINSCO80523846000545STATE OF CO$57,881$0N/AN/ABASIC RESEARCH
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115041679980501 (C)(3)$27,370$0N/AN/ABASIC RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA
UC SAN DIEGOLA JOLLACA92093956006144STATE OF CA$48,036$0N/AN/ABASIC RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
UNDERGRADUATE SCHOLARSHIPS6518$190,514,608N/AN/A
GRADUATE SCHOLARSHIPS1189$21,706,257N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST-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 4BDANIELE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A521705592130179TL82021-04-01$64,997,271REFUNDING 2011 BONDS000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B521705592130179KL72017-11-16$40,323,903FINANCE VILLA PARK ORCHARDS000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130179XA72025-02-19$95,254,143REFUNDING 2015 BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$18,155,000$64,997,272$599,374$64,397,8982021Yes (1)0Yes (1)Yes (1)
B$41,002,238$313,278202100Yes (1)Yes (1)$40,688,960
C$95,717,037$826,391$9,0352025Yes (1)0Yes (1)Yes (1)$94,881,611

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.025000.000000.0250000Yes (1)
B00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.011000.000000.0110000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)Yes (1)00000Yes (1)
B000Yes (1)0000Yes (1)
C0Yes (1)Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I(F), ROW ABONDS WERE ISSUED TO REFUND THE 2011 BONDS ISSUED ON OCTOBER 3, 2011 AND PAY COSTS OF ISSUANCE.
SCHEDULE K, PART I(F), ROW BBONDS WERE ISSUED TO FINANCE THE CONSTRUCTION OF VILLA PARK ORCHARDS AND PAY COSTS OF ISSUANCE.
SCHEDULE K, PART I(F), ROW CBONDS 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 & CTHE 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 & CAS 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 & CTHE BONDS MET THE 6-MONTH SPENDING EXCEPTION TO REBATE.
SCHEDULE K, PART IV, LINE 2(C), COLUMN BTHE 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 DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MARY ELIZABETH SPARKS
SPOUSE OF PRESIDENT$367,654SALARY AND BENEFITS0
JANINE KIM
SPOUSE OF OFFICER$188,395SALARY AND BENEFITS0
SARA PELLY
SPOUSE OF KEY EMPLOYEE$12,298SALARY AND BENEFITS0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationOFFICERS 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$641,237NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$12,511NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$380,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution47ContributionCnt
Noncash Contributions Rpt F990$3,273,216NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG VAL DONATED DATEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)ELECTRONICS4$25,734RETAIL VALUE
Yes (X)MUSICAL INSTRUMENT1$9,000RETAIL VALUE
Yes (X)CRATE LABELS1$1,450RETAIL VALUE
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 BREPRESENTS 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15THE 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 19WHILE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CHAPMAN UNIVERSITY CHARITABLE GIVING LLC
ONE UNIVERSITY DRIVEORANGECA92866330918653FUNDRAISINGCA$1,403$78,909CHAPMAN UNIV
CHAPMAN BOND GUARANTOR LLC
ONE UNIVERSITY DRIVEORANGECA92866851381204LENDINGCA$0$32,000,000CHAPMAN UNIV

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CHAPMAN UNIVERSITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE UNIVERSITY DRIVEAddressLine1Txt
CityORANGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92866ZIPCd
FieldValueIRS element (for citing)
EIN300563618EIN
Primary ActivitiesSUPPORTINGPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CHAPMAN UNIVBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CHAPMAN UNIVERSITY ENTERPRISE INC
ONE UNIVERSITY DRIVEORANGECA92866371668103FILM PRODUCTIONDECHAPMAN UNIVC$154,2861.00000Yes (1)
POOLED REMAINDER UNITRUST (14)
TRUSTCACHAPMAN UNIVT0
POOLED INCOME FUND (1)
TRUSTCACHAPMAN UNIVT0
CHARITABLE GIFT ANNUITIES (21)
TRUSTCACHAPMAN UNIVT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHAPMAN BOND GUARANTOR LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeETransactionTypeTxt
Involved$32,000,000InvolvedAmt
Method Of Amount DeterminationLOAN BALANCEMethodOfAmountDeterminationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.