Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 06-01-2021 , and ending 05-31-2022
BCheck if applicable:
CName of organization
CHAPMAN UNIVERSITY
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE UNIVERSITY DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE, CA92866
D Employer identification number

95-1643992
E Telephone number

G Gross receipts $ 795,395,189
F Name and address of principal officer:
HAROLD W HEWITT JR
ONE UNIVERSITY DRIVE
ORANGE,CA92866
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CHAPMAN.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1861
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PERSONALIZED EDUCATION THAT LEADS TO INQUIRING, ETHICAL, & PRODUCTIVE LIVES AS GLOBAL CITIZENS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 67
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 66
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 5,073
6 Total number of volunteers (estimate if necessary) ............. 6 200
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 869,986
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 78,277,371 44,045,778
9 Program service revenue (Part VIII, line 2g) ......... 519,389,948 568,740,523
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 28,276,848 75,475,224
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,489,942 9,456,494
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 634,434,109 697,718,019
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 169,956,231 182,989,774
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 234,670,031 248,209,308
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet16,339,033    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 122,184,834 152,036,845
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 526,811,096 583,235,927
19 Revenue less expenses. Subtract line 18 from line 12....... 107,623,013 114,482,092
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,831,804,691 2,132,825,456
21 Total liabilities (Part X, line 26)............. 434,475,505 572,791,976
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,397,329,186 1,560,033,480
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE MISSION OF CHAPMAN UNIVERSITY IS TO PROVIDE PERSONALIZED EDUCATION OF DISTINCTION THAT LEADS TO INQUIRING, ETHICAL AND PRODUCTIVE LIVES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 389,729,277 including grants of $ 182,989,774 ) (Revenue $ 520,721,848 )
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 SCHOOL 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 HUMANITIES AND SOCIAL SCIENCE- COLLEGE OF PERFORMING ARTS- SCHOOL OF PHARMACY- FOWLER SCHOOL OF LAW- SCHMID COLLEGE OF SCIENCE AND TECHNOLOGY- SCHOOL OF COMMUNICATION- FOWLER SCHOOL OF ENGINEERING
4b (Code:   ) (Expenses $ 54,686,709 including grants of $   ) (Revenue $   )
CHAPMAN UNIVERSITY BOASTS TWO LIBRARIES, WHICH SERVE AS A PRIMARY RESOURCE OF ACADEMIC SUPPORT FOR OUR STUDENT BODY: THE LEATHERBY LIBRARIES AND THE RINKER LAW LIBRARY.THE LEATHERBY LIBRARIES INCLUDE NINE INDIVIDUALLY NAMED LIBRARIES WITH DISTINCTIVE COLLECTIONS REPRESENTING DISCIPLINARY AREAS OF THE UNIVERSITY: ARTS AND HUMANITIES, SOCIAL SCIENCES, SCIENCE AND TECHNOLOGY, EDUCATION, MUSIC, FILM AND TELEVISION, AND BUSINESS AND ECONOMICS. THE FIVE-STORY FACILITY FEATURES 14 GROUP STUDY ROOMS, 6 MULTI-MEDIA PREVIEW ROOMS, 1 MUSIC LISTENING ROOM, OVER 285 COMPUTERS FOR USER ACCESS, 6 COMPUTER CLASSROOMS, A LIBRARY INSTRUCTION ROOM, AN EXTENDED-HOUR STUDY COMMONS AND MORE THAN 750 SEATS AT TABLES, STUDY CARRELS AND LOUNGE CHAIRS. THE LEATHERBY LIBRARIES' COLLECTION CONTAINS ABOUT 350,000 VOLUMES AND ACCESS TO OVER 62,000 JOURNAL TITLES, IN ADDITION TO DVDS, VIDEOS, CDS AND OTHER MEDIA.THE RINKER LAW LIBRARY, CONTAINING OVER 40,000 SQUARE FEET AND SEATING FOR 300 PATRONS, FEATURES COMFORTABLE, QUIET STUDY AREAS, ALL WITH WIRELESS ACCESS. THE LIBRARY IS DESIGNED TO MEET THE NEEDS OF LEGAL EDUCATION IN THE TWENTY-FIRST CENTURY. IT CONTAINS A COMPREHENSIVE MONOGRAPH COLLECTION AS WELL AS MANY LEGAL RESOURCES IN HARD COPY AND ONLINE. THE LIBRARY IS OPEN 100 HOURS A WEEK ON A REGULAR BASIS AND EVEN LONGER DURING EXAM PERIODS.
4c (Code:   ) (Expenses $ 35,234,570 including grants of $   ) (Revenue $   )
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 100 REGISTERED STUDENT ORGANIZATIONS, INCLUDING AN ACTIVE FRATERNITY AND SORORITY SYSTEM.
(Code:   ) (Expenses $ 42,986,707 including grants of $   ) (Revenue $ 48,018,675 )
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. HOWEVER, CHAPMAN'S STRONGEST ASSET IS ITS STUDENT BODY; CHAPMAN STUDENTS REPRESENT A VARIETY OF RACIAL, CULTURAL, AND GEOGRAPHIC BACKGROUNDS, AND THIS DIVERSITY GREATLY ENHANCES THE QUALITY OF CAMPUS LIFE. CHAPMAN UNIVERSITY IS PROUD TO OFFER SEVERAL HOUSING OPTIONS FOR STUDENTS, INCLUDING FIVE TRADITIONAL RESIDENCE HALLS AND THREE 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 VALUE AND RESPECT FOR DIFFERENCES: STUDENTS WILL RECOGNIZE, RESPECT, AND VALUE DIVERSE EXPERIENCES, IDEAS, BACKGROUNDS AND IDENTITIES.- 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.
4d Other program services (Describe in Schedule O.)
(Expenses $ 42,986,707 including grants of $   ) (Revenue $ 48,018,675 )
4e Total program service expensesMediumBullet522,637,263
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. ...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
644
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
5,073
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
67
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
66
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
AK , CA , CO , MA , MD , ME , MI , NH , NV , OH , OK , OR , SC , WA , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBRIAN THOMASONONE UNIVERSITY DRIVE   ORANGE,CA92866 (714) 744-7099
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DANIELE STRUPPA......................................................................
PRESIDENT
 40.00
.................
1.00 		X   X       2,233,372 0 359,307
(2) PARKER S KENNEDY......................................................................
CHAIRMAN
 1.00
.................
0.00 		X   X       0 0 0
(3) JAMES V MAZZO......................................................................
VICE CHAIR
 1.00
.................
0.00 		X   X       0 0 0
(4) ZEINAB H DABBAH......................................................................
VICE CHAIR
 1.00
.................
0.00 		X   X       0 0 0
(5) SCOTT CHAPMAN......................................................................
SECRETARY
 1.00
.................
0.00 		X   X       0 0 0
(6) ZELMA M ALLRED......................................................................
ASSISTANT SECRETARY
 1.00
.................
0.00 		X   X       0 0 0
(7) MARILYN ALEXANDER......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(8) LISA ARGYROS......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(9) GAYE BIRTCHER......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(10) JAMES P BURRA......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(11) KEN BUNT......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(12) RAJ S BHATHAL......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(13) PHILLIP H CASE......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(14) AKIN CEYLAN......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(15) MARK CHAPIN JOHNSON......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(16) IRVING M CHASE......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(17) JEROME W CWIERTNIA......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DALE E FOWLER........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(19) JANE FUJISHIGE YADA........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(20) EMILE HADDAD........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(21) GAVIN S HERBERT JR........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(22) MARK HILBERT........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(23) WILLIAM K HOOD........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(24) ANDY HOROWITZ........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(25) JENNIFER L KELLER........................................................................
TRUSTEE (THRU 3/28/22)
 1.00
.......................0.00 		X           0 0 0
(26) CHERYL LENTZ........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(27) MELINDA MASSON........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(28) MARONYA MOULTRIE........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(29) SEBASTIAN PAUL MUSCO........................................................................
TRUSTEE (THRU 9/18/21)
 1.00
.......................0.00 		X           0 0 0
(30) RICHARD MUTH........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(31) HARRY S RINKER........................................................................
TRUSTEE (THRU 8/21/21)
 1.00
.......................0.00 		X           0 0 0
(32) JAMES B ROSZAK........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(33) THE HONORABLE LORETTA SANCHEZ........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(34) MOHINDAR S SANDHU........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(35) RONALD M SIMON........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(36) THE HONORABLE GADDI VASQUEZ........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(37) ANNETTE WALKER........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(38) GEORGE WALL........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(39) NELLA WEBSTER-O'GRADY........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(40) KAREN R WILKINSON........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(41) WYLIE A AITKEN........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(42) ZELMA W ALLRED........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(43) THE HONORABLE GEORGE L ARGYROS........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(44) DONNA ATTALLAH........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(45) RICHARD BERTEA........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(46) LYNN HIRSCH BOOTH........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(47) ARLENE R CRAIG........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(48) ROBERT A ELLIOTT........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(49) DAVID C HENLEY........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(50) DOY B HENLEY........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(51) ROGER C HOBBS........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(52) JOANN LEATHERBY........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(53) CECILIA PRESLEY........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(54) BARRY RODGERS........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(55) RICHARD R SCHMID........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(56) DONALD E SODARO........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(57) RON SODERLING........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(58) R DAVID THRESHIE........................................................................
EMERITUS TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(59) LAURA BARATTA........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(60) REVEREND LATAUNYA BYNUM........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(61) PAUL A COOK........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(62) AARON FLEWELLEN........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(63) RALPHIE GIRON........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(64) JAY HARTLEY........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(65) REVEREND DAYNA KINKADE........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(66) PAULA MCCANCE........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(67) RICHIE SANCHEZ........................................................................
EX OFFICIO TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(68) ANDRES IRLANDO........................................................................
TRUSTEE (AS OF 5/21/2022)
 1.00
.......................0.00 		X           0 0 0
(69) MARYBELLE MUSCO........................................................................
TRUSTEE (AS OF 3/28/2022)
 1.00
.......................0.00 		X           0 0 0
(70) TIM VANDERHOOK........................................................................
TRUSTEE (AS OF 9/27/2021)
 1.00
.......................0.00 		X           0 0 0
(71) RICK AFABLE........................................................................
TRUSTEE (THRU 12/13/2021)
 1.00
.......................0.00 		X           0 0 0
(72) LARRY HIGBY........................................................................
TRUSTEE (THRU 12/13/2021)
 1.00
.......................0.00 		X           0 0 0
(73) BRIAN POWELL........................................................................
VP HUMAN RESOURCES
 40.00
.......................0.00 		    X       422,769 0 43,224
(74) COLLETTE CREPPELL........................................................................
VP CAMPUS PLANNING & DESIGN
 40.00
.......................0.00 		    X       307,662 0 30,342
(75) NORMA BOUCHARD........................................................................
PROVOST (AS OF 7/28/21)
 40.00
.......................0.00 		    X       217,696 0 15,819
(76) GLENN M PFEIFFER........................................................................
PROVOST (THRU 8/1/21)
 40.00
.......................0.00 		    X       581,457 0 43,871
(77) HAROLD HEWITT JR........................................................................
EXEC VP & COO
 40.00
.......................0.00 		    X       855,052 0 102,497
(78) HELEN NORRIS........................................................................
VICE PRESIDENT & CIO
 40.00
.......................0.00 		    X       421,397 0 55,843
(79) JAMIE CEMAN........................................................................
VP STRETEGIC MKT & COMM
 40.00
.......................0.00 		    X       321,022 0 53,872
(80) JANNA BERSI........................................................................
VP, INVESTMENTS & ADMIN
 40.00
.......................0.00 		    X       417,020 0 42,232
(81) JERRY PRICE........................................................................
VP STUDENT AFFAIRS/ DEAN OF STUDENTS
 40.00
.......................0.00 		    X       311,306 0 92,674
(82) MICHAEL PELLY........................................................................
VP OFFICE OF ENROLLMENT MGMT
 40.00
.......................0.00 		    X       343,444 0 35,327
(83) MATT PARLOW........................................................................
EVP UNIV ADV (AS OF 12/1/21)
 40.00
.......................0.00 		    X       504,135 0 45,210
(84) SHERYL BOURGEOIS........................................................................
EVP UNIV ADV (THRU 11/12/21)
 40.00
.......................0.00 		    X       636,078 0 45,150
(85) THOMAS CHRISTOPHER PIECHOTA........................................................................
VP RESEARCH (THRU 9/29/21)
 40.00
.......................0.00 		    X       313,407 0 63,061
(86) ANDREW JORDAN........................................................................
FACULTY (AS OF 8/31/21)
 40.00
.......................0.00 		        X   602,129 0 21,151
(87) GARY BRAHM........................................................................
CHANCELLOR/CEO RELATED
 0.00
.......................40.00 		        X   2,412,500 1,119,202 38,081
(88) CHARLES BULLOCK........................................................................
EVC ACADEMIC AFFAIRS RELATED
 0.00
.......................40.00 		        X   1,497,500 572,321 44,509
(89) PHILLIP DOOLITTLE........................................................................
EVC CFO/TREASURER RELATED
 0.00
.......................40.00 		        X   1,300,000 487,932 40,730
(90) SASKIA KNIGHT........................................................................
EVC ENROLLMENT RELATED
 0.00
.......................40.00 		        X   1,300,000 491,605 57,332
(91) JAMES L DOTI........................................................................
FORMER OFFICER
 40.00
.......................0.00 		          X 297,236 0 61,250
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 15,295,182 2,671,060 1,291,482
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet558
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
JOHNSTON MARKLEE LLP

1545 PONTIUS AVE
LOS ANGELES,CA90025 		CONSTRUCTION 714,582
SEYFARTH SHAW LLP

233 S WACKER DR STE 8000
CHICAGO,IL606066448 		LEGAL SERVICES 535,070
BRIAN DEIONGH

432 E EVERETT PL
ORANGE,CA92867 		CONSTRUCTION 520,372
CARNEGIE DARTLET LLC

210 LITTLETON RD STE 100
WESTFORD,MA01886 		PROFESSIONAL SRVCS 380,808
GWIS LLC

14988 SAND CANYON AVE STUDIO 4
IRVINE,CA92618 		CONSTRUCTION 314,825
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet17
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,092,345
d Related organizations1d  
e Government grants (contributions)1e 14,157,403
f All other contributions, gifts, grants, and similar amounts not included above1f 28,796,030
g Noncash contributions included in lines 1a - 1f:$ 1g 3,224,632
h Total. Add lines 1a-1f.......MediumBullet 44,045,778
Program Service RevenueAmt Business Code
2a TUITION AND FEES 611710 520,721,848 520,721,848    
b OTHER FEES AND SERVICE 611710 48,018,675 48,018,675    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 568,740,523
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 6,266,032   -611,413 6,877,445
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   4,008,289 6a
b Less: rental expenses   4,328,417 6b
c Rental income or (loss)   -320,128 6c
d Net rental income or (loss).......MediumBullet -320,128   2,801 -322,929
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 94,963,207 67,344,848 7a
b Less: cost or other basis and sales expenses 48,074,413 45,024,450 7b
c Gain or (loss) 46,888,794 22,320,398 7c
d Net gain or (loss).........MediumBullet 69,209,192   1,257,158 67,952,034
8a Gross income from fundraising events (not including $ 1,092,345of contributions reported on line 1c). See Part IV, line 18 ....
8a 276,468
b Less: direct expenses ... 8b 249,890
c Net income or (loss) from fundraising events..MediumBullet 26,578   26,578
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a PERFORMANCE GRANTS 900099 5,874,664     5,874,664
b OTHER MISC REVENUE 900099 3,828,449   221,440 3,607,009
c PARKING FEES & METERS 812930 39,079     39,079
d All other revenue .... 7,852     7,852
e Total. Add lines 11a–11d ...... MediumBullet 9,750,044
12 Total revenue. See instructions.....MediumBullet 697,718,019 568,740,523 869,986 84,061,732
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,577,968 2,577,968
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 180,411,806 180,411,806
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 8,566,335 3,167,400 3,954,779 1,444,156
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 186,727,223 160,411,616 19,214,707 7,100,900
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,824,965 9,299,395 1,113,917 411,653
9 Other employee benefits ....... 29,011,235 24,922,660 2,985,330 1,103,245
10 Payroll taxes ........... 13,079,550 11,236,239 1,345,919 497,392
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,274,901 1,095,228 131,191 48,482
c Accounting ........... 416,108 357,466 42,819 15,823
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,234,713 2,778,842 332,861 123,010
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 13,002,638 11,170,167 1,338,004 494,467
12 Advertising and promotion .... 3,935,121 3,380,541 404,934 149,646
13 Office expenses ....... 10,941,871 9,399,825 1,125,946 416,100
14 Information technology ...... 8,709,477 7,482,044 896,227 331,206
15 Royalties ..        
16 Occupancy ........... 33,067,824 28,407,551 3,402,763 1,257,510
17 Travel ............ 3,386,926 2,909,604 348,523 128,799
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 3,391,402 2,913,449 348,984 128,969
20 Interest ........... 15,005,894 12,891,102 1,544,145 570,647
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 41,742,789 35,859,947 4,295,439 1,587,403
23 Insurance ... 5,144,572 4,419,544 529,389 195,639
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a FOOD SERVICES EXPENSES 4,990,912 4,287,539 513,578 189,795
b BOOKS AND PERIODICALS 3,134,514 2,692,765 322,549 119,200
c VEHICLE MAINTENANCE 350,922 301,465 36,112 13,345
d STUDY ABROAD EXPENSES 153,789 132,116 15,825 5,848
e All other expenses 152,472 130,984 15,690 5,798
25 Total functional expenses. Add lines 1 through 24e 583,235,927 522,637,263 44,259,631 16,339,033
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 88,494 1 493,236
2 Savings and temporary cash investments ......... 177,809,801 2 165,318,301
3 Pledges and grants receivable, net ...... 63,453,496 3 48,197,535
4 Accounts receivable, net ............. 15,132,348 4 8,164,828
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 2,186,874 7 149,030,275
8 Inventories for sale or use ............ 705,440 8 656,656
9 Prepaid expenses and deferred charges ...... 5,461,387 9 6,442,458
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,359,399,764
b Less: accumulated depreciation 10b 396,060,736 965,778,242 10c 963,339,028
11 Investments—publicly traded securities . 173,958,508 11 318,408,178
12 Investments—other securities. See Part IV, line 11 ..... 398,105,306 12 463,778,566
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 29,124,795 15 8,996,395
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,831,804,691 16 2,132,825,456
Liabilities 17 Accounts payable and accrued expenses ..... 61,696,988 17 57,852,430
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 22,811,109 19 22,435,667
20 Tax-exempt bond liabilities ......... 318,173,844 20 306,516,698
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23  
24 Unsecured notes and loans payable to unrelated third parties .. 17,733,003 24 175,718,648
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 14,060,561 25 10,268,533
26 Total liabilities. Add lines 17 through 25.. 434,475,505 26 572,791,976
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,019,914,554 27 1,190,213,480
28 Net assets with donor restrictions ........... 377,414,632 28 369,820,000
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 1,397,329,186 32 1,560,033,480
33 Total liabilities and net assets/fund balances ........ 1,831,804,691 33 2,132,825,456
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
697,718,019
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
583,235,927
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
114,482,092
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,397,329,186
5
Net unrealized gains (losses) on investments ...............
5
-23,623,752
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
8,223,301
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
63,622,653
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,560,033,480
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
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