TY 2021 Form 990 Schedule J

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1GARY BRAHM CHANCELLOR/CEO RELATED	(i) (ii)	0 ------------- 721,632	2,412,500 ------------- 275,000	0 ------------- 122,570	0 ------------- 26,100	0 ------------- 11,981	2,412,500 ------------- 1,157,283	0 ------------- 420,000
2DANIELE STRUPPA PRESIDENT	(i) (ii)	703,863 ------------- 0	1,203,482 ------------- 0	326,027 ------------- 0	11,949 ------------- 0	347,358 ------------- 0	2,592,679 ------------- 0	820,700 ------------- 0
3CHARLES BULLOCK EVC ACADEMIC AFFAIRS RELATED	(i) (ii)	0 ------------- 447,977	1,497,500 ------------- 100,000	0 ------------- 24,344	0 ------------- 26,100	0 ------------- 18,409	1,497,500 ------------- 616,830	0 ------------- 252,000
4SASKIA KNIGHT EVC ENROLLMENT RELATED	(i) (ii)	0 ------------- 384,088	1,300,000 ------------- 80,000	0 ------------- 27,517	0 ------------- 26,032	0 ------------- 31,300	1,300,000 ------------- 548,937	0 ------------- 210,000
5PHILLIP DOOLITTLE EVC CFO/TREASURER RELATED	(i) (ii)	0 ------------- 395,907	1,300,000 ------------- 70,000	0 ------------- 22,025	0 ------------- 26,100	0 ------------- 14,630	1,300,000 ------------- 528,662	0 ------------- 210,000
6HAROLD HEWITT JR EXEC VP & COO	(i) (ii)	573,410 ------------- 0	250,000 ------------- 0	31,642 ------------- 0	78,271 ------------- 0	24,226 ------------- 0	957,549 ------------- 0	0 ------------- 0
7SHERYL BOURGEOIS EVP UNIV ADV (THRU 11/12/21)	(i) (ii)	378,536 ------------- 0	225,000 ------------- 0	32,542 ------------- 0	18,764 ------------- 0	26,386 ------------- 0	681,228 ------------- 0	0 ------------- 0
8GLENN M PFEIFFER PROVOST (THRU 8/1/21)	(i) (ii)	475,604 ------------- 0	50,000 ------------- 0	55,853 ------------- 0	22,103 ------------- 0	21,768 ------------- 0	625,328 ------------- 0	0 ------------- 0
9ANDREW JORDAN FACULTY (AS OF 8/31/21)	(i) (ii)	126,692 ------------- 0	400,000 ------------- 0	75,437 ------------- 0	10,000 ------------- 0	11,151 ------------- 0	623,280 ------------- 0	0 ------------- 0
10MATT PARLOW EVP UNIV ADV (AS OF 12/1/21)	(i) (ii)	483,270 ------------- 0	0 ------------- 0	20,865 ------------- 0	17,792 ------------- 0	27,418 ------------- 0	549,345 ------------- 0	0 ------------- 0
11HELEN NORRIS VICE PRESIDENT & CIO	(i) (ii)	340,680 ------------- 0	75,000 ------------- 0	5,717 ------------- 0	54,182 ------------- 0	1,661 ------------- 0	477,240 ------------- 0	0 ------------- 0
12BRIAN POWELL VP HUMAN RESOURCES	(i) (ii)	321,251 ------------- 0	100,000 ------------- 0	1,518 ------------- 0	29,673 ------------- 0	13,551 ------------- 0	465,993 ------------- 0	0 ------------- 0
13JANNA BERSI VP, INVESTMENTS & ADMIN	(i) (ii)	364,584 ------------- 0	50,000 ------------- 0	2,436 ------------- 0	28,622 ------------- 0	13,610 ------------- 0	459,252 ------------- 0	0 ------------- 0
14JERRY PRICE VP STUDENT AFFAIRS/ DEAN OF STUDENTS	(i) (ii)	260,898 ------------- 0	40,000 ------------- 0	10,408 ------------- 0	28,528 ------------- 0	64,146 ------------- 0	403,980 ------------- 0	0 ------------- 0
15MICHAEL PELLY VP OFFICE OF ENROLLMENT MGMT	(i) (ii)	277,208 ------------- 0	50,000 ------------- 0	16,236 ------------- 0	27,788 ------------- 0	7,539 ------------- 0	378,771 ------------- 0	0 ------------- 0
16THOMAS CHRISTOPHER PIECHOTA VP RESEARCH (THRU 9/29/21)	(i) (ii)	309,629 ------------- 0	0 ------------- 0	3,778 ------------- 0	29,227 ------------- 0	33,834 ------------- 0	376,468 ------------- 0	0 ------------- 0
17JAMIE CEMAN VP STRETEGIC MKT & COMM	(i) (ii)	284,386 ------------- 0	35,000 ------------- 0	1,636 ------------- 0	26,845 ------------- 0	27,027 ------------- 0	374,894 ------------- 0	0 ------------- 0
18JAMES L DOTI FORMER OFFICER	(i) (ii)	287,548 ------------- 0	0 ------------- 0	9,688 ------------- 0	26,250 ------------- 0	35,000 ------------- 0	358,486 ------------- 0	0 ------------- 0
19COLLETTE CREPPELL VP CAMPUS PLANNING & DESIGN	(i) (ii)	278,250 ------------- 0	25,000 ------------- 0	4,412 ------------- 0	28,912 ------------- 0	1,430 ------------- 0	338,004 ------------- 0	0 ------------- 0
20NORMA BOUCHARD PROVOST (AS OF 7/28/21)	(i) (ii)	203,290 ------------- 0	0 ------------- 0	14,406 ------------- 0	7,200 ------------- 0	8,619 ------------- 0	233,515 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	TRAVEL FOR COMPANIONS SCHEDULE J, PART I, LINE 1A THE UNIVERSITY PROVIDED COMPANION TRAVEL BENEFITS TO TWO LISTED PERSONS. COMPANION TRAVEL WAS TREATED AS A NON-TAXABLE BENEFIT FOR THE LISTED PERSON'S SPOUSE, 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. FIRST-CLASS OR CHARTER TRAVEL SCHEDULE J, PART I, LINE 1A ALL CHAPMAN UNIVERSITY OFFICERS ARE ENTITLED TO TRAVEL BUSINESS CLASS ON FLIGHTS OVER 4 HOURS. IN THE EVENT THAT BUSINESS CLASS IS NOT AVAILABLE, OFFICERS ARE ENTITLED TO TRAVEL FIRST CLASS. 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. THIS SPECIFIC HOUSE WAS DONATED TO CHAPMAN UNIVERSITY SPECIFICALLY FOR THE PURPOSE OF BEING THE "PRESIDENT'S RESIDENCE". THE MONTHLY RENTAL VALUE OF THE BENEFIT, $27,000 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". 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: JAMES DOTI - $11,470 DANIELLE STRUPPA - $21,739 SHERYL BOURGEOIS - $3,866 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
PART I, LINES 4A-B	IN CONJUNCTION WITH THE CHANGE OF CONTROL OF A CONTROLLED ORGANIZATION, FOUR EXECUTIVES RECEIVED CHANGE OF CONTROL PAYMENTS THAT WERE TRIGGERED, FROM EXISTING COMPENSATION AGREEMENTS. THESE PAYMENTS WERE PAID IN FULL, DURING THE 2021 CALENDAR YEAR BY CHAPMAN UNIVERSITY, THE CONTROLLING ORGANIZATION, WITH AMOUNTS REFLECTED IN PART II, COLUMN B (II). GARY BRAHM 1,812,500 CHARLES BULLOCK 1,137,500 PHILLIP DOOLITTLE 1,000,000 SASKIA KNIGHT 1,000,000 DANIELE STRUPPA PARTICIPATES IN A SECTION 457(F) COMPENSATION PLAN. THIS COMPENSATION ARRANGEMENT PROVIDES FOR FIVE (5) ANNUAL PAYMENTS OF $100,000 TO BE CREDITED TO THE EMPLOYEE'S ACCOUNT EACH YEAR WITH AN INTEREST RATE EQUAL TO THE TEN (10) YEAR TREASURY BOND RATE THROUGH AUGUST 31, 2021. THESE PAYMENTS ARE SUBJECT TO CONTINUED EMPLOYMENT THROUGH AUGUST 31, 2021. IN THE EVENT THAT DANIELE STRUPPA INCURS A DISABILITY OR DIES, HIS DESIGNATED BENEFICIARY SHALL BE ENTITLED TO RECEIVE PAYMENT. THIS AGREEMENT WAS PAID IN FULL IN DECEMBER 2021 AND IS REPORTED IN PART II, COLUMN B (II). ON AUGUST 26, 2016, DANIELE STRUPPA ENTERED INTO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN WILL PROVIDE $60,000 ON AUGUST 31 OF EACH YEAR BEGINNING IN 2017 THROUGH AND INCLUDING 2021. THESE PAYMENTS ARE CONTINGENT UPON CONTINUED EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY THROUGH AUGUST 31, 2021. THESE AMOUNTS WILL VEST UPON THE EARLIER OF AUGUST 31, 2021 OR TERMINATION OF EMPLOYMENT AS PRESIDENT. THIS AGREEMENT WAS PAID IN FULL IN DECEMBER 2021 AND IS REPORTED IN PART II, COLUMN B (III) HAROLD HEWITT, JR. HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 21, 2020, 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, 2023 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. HELEN NORRIS HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2018, 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, 2022 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. SHERYL BOURGEOIS HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2018, 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, 2022 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. THE TERMS OF THIS AGREEMENT WERE NOT MET AND WAS TERMINATED AS OF SEPTEMBER 12, 2021. THOMAS C. PIECHOTA HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2018, 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, 2023 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. THE TERMS OF THIS AGREEMENT WERE NOT MET AND WAS TERMINATED AS OF SEPTEMBER 29, 2021. RETENTION BONUS AGREEMENTS THAT WERE UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENTS SUBJECT TO 409(A) AND 457(F) WERE ENTERED INTO BY BRANDMAN UNIVERSITY (UMASS GLOBAL) A RELATED ORGANIZATION. THE PAYMENT OF THESE AGREEMENTS WERE TRIGGERED TO BE PAID IN FULL DUE TO THE CHANGE OF CONTROL AS OF SEPTEMBER 1, 2021. THESE PAYMENTS INCLUDED: GARY BRAHM $600,000 PHILLIP DOOLITTLE $300,000 CHARLES BULLOCK $360,000 SASKIA KNIGHT $300,000 FORM 990, SCHEDULE J, PART II PAYMENTS MADE TO OFFICERS OF BRANDMAN UNIVERSITY (NOW KNOW AS UMASS GLOBAL) BY CHAPMAN UNIVERSITY WERE MADE IN CONJUNCTION WITH THE CHANGE OF CONTROL TRANSACTION.

Return Reference

Explanation

PART I, LINE 1A

TRAVEL FOR COMPANIONS SCHEDULE J, PART I, LINE 1A THE UNIVERSITY PROVIDED COMPANION TRAVEL BENEFITS TO TWO LISTED PERSONS. COMPANION TRAVEL WAS TREATED AS A NON-TAXABLE BENEFIT FOR THE LISTED PERSON'S SPOUSE, 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. FIRST-CLASS OR CHARTER TRAVEL SCHEDULE J, PART I, LINE 1A ALL CHAPMAN UNIVERSITY OFFICERS ARE ENTITLED TO TRAVEL BUSINESS CLASS ON FLIGHTS OVER 4 HOURS. IN THE EVENT THAT BUSINESS CLASS IS NOT AVAILABLE, OFFICERS ARE ENTITLED TO TRAVEL FIRST CLASS. 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. THIS SPECIFIC HOUSE WAS DONATED TO CHAPMAN UNIVERSITY SPECIFICALLY FOR THE PURPOSE OF BEING THE "PRESIDENT'S RESIDENCE". THE MONTHLY RENTAL VALUE OF THE BENEFIT, $27,000 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". 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: JAMES DOTI - $11,470 DANIELLE STRUPPA - $21,739 SHERYL BOURGEOIS - $3,866 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

PART I, LINES 4A-B

IN CONJUNCTION WITH THE CHANGE OF CONTROL OF A CONTROLLED ORGANIZATION, FOUR EXECUTIVES RECEIVED CHANGE OF CONTROL PAYMENTS THAT WERE TRIGGERED, FROM EXISTING COMPENSATION AGREEMENTS. THESE PAYMENTS WERE PAID IN FULL, DURING THE 2021 CALENDAR YEAR BY CHAPMAN UNIVERSITY, THE CONTROLLING ORGANIZATION, WITH AMOUNTS REFLECTED IN PART II, COLUMN B (II). GARY BRAHM 1,812,500 CHARLES BULLOCK 1,137,500 PHILLIP DOOLITTLE 1,000,000 SASKIA KNIGHT 1,000,000 DANIELE STRUPPA PARTICIPATES IN A SECTION 457(F) COMPENSATION PLAN. THIS COMPENSATION ARRANGEMENT PROVIDES FOR FIVE (5) ANNUAL PAYMENTS OF $100,000 TO BE CREDITED TO THE EMPLOYEE'S ACCOUNT EACH YEAR WITH AN INTEREST RATE EQUAL TO THE TEN (10) YEAR TREASURY BOND RATE THROUGH AUGUST 31, 2021. THESE PAYMENTS ARE SUBJECT TO CONTINUED EMPLOYMENT THROUGH AUGUST 31, 2021. IN THE EVENT THAT DANIELE STRUPPA INCURS A DISABILITY OR DIES, HIS DESIGNATED BENEFICIARY SHALL BE ENTITLED TO RECEIVE PAYMENT. THIS AGREEMENT WAS PAID IN FULL IN DECEMBER 2021 AND IS REPORTED IN PART II, COLUMN B (II). ON AUGUST 26, 2016, DANIELE STRUPPA ENTERED INTO A NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN WILL PROVIDE $60,000 ON AUGUST 31 OF EACH YEAR BEGINNING IN 2017 THROUGH AND INCLUDING 2021. THESE PAYMENTS ARE CONTINGENT UPON CONTINUED EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY THROUGH AUGUST 31, 2021. THESE AMOUNTS WILL VEST UPON THE EARLIER OF AUGUST 31, 2021 OR TERMINATION OF EMPLOYMENT AS PRESIDENT. THIS AGREEMENT WAS PAID IN FULL IN DECEMBER 2021 AND IS REPORTED IN PART II, COLUMN B (III) HAROLD HEWITT, JR. HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 21, 2020, 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, 2023 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. HELEN NORRIS HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2018, 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, 2022 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. SHERYL BOURGEOIS HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2018, 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, 2022 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. THE TERMS OF THIS AGREEMENT WERE NOT MET AND WAS TERMINATED AS OF SEPTEMBER 12, 2021. THOMAS C. PIECHOTA HAS A RETENTION BONUS AGREEMENT, DATED SEPTEMBER 1, 2018, 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, 2023 OR SEPARATED FROM SERVICE BY REASON OF TOTAL DISABILITY OR DEATH, IN ORDER TO RECEIVE THE BENEFITS. THE TERMS OF THIS AGREEMENT WERE NOT MET AND WAS TERMINATED AS OF SEPTEMBER 29, 2021. RETENTION BONUS AGREEMENTS THAT WERE UNFUNDED INELIGIBLE DEFERRED COMPENSATION AGREEMENTS SUBJECT TO 409(A) AND 457(F) WERE ENTERED INTO BY BRANDMAN UNIVERSITY (UMASS GLOBAL) A RELATED ORGANIZATION. THE PAYMENT OF THESE AGREEMENTS WERE TRIGGERED TO BE PAID IN FULL DUE TO THE CHANGE OF CONTROL AS OF SEPTEMBER 1, 2021. THESE PAYMENTS INCLUDED: GARY BRAHM $600,000 PHILLIP DOOLITTLE $300,000 CHARLES BULLOCK $360,000 SASKIA KNIGHT $300,000 FORM 990, SCHEDULE J, PART II PAYMENTS MADE TO OFFICERS OF BRANDMAN UNIVERSITY (NOW KNOW AS UMASS GLOBAL) BY CHAPMAN UNIVERSITY WERE MADE IN CONJUNCTION WITH THE CHANGE OF CONTROL TRANSACTION.

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