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Nonprofiteer
← PEPPERDINE UNIVERSITY

Form 990 for tax year 2024

Filed by PEPPERDINE UNIVERSITY.

Totals

Total revenue
$755,116,691
Total expenses
$666,452,572
Contributions and grants received
$56,339,649
Grants paid
$150,373,104
Program services expenses (Part IX)
$507,444,167
Management and general expenses
$149,653,822
Fundraising expenses
$9,354,583
Program service expenses (Part III)
$507,444,167

Program services were 76.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEE ANNA SMITH

    CHAIR, REGENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALAN BEARD

    REGENT THRU 5/25

    Total calculated
    $0
    Hours/week
    1

  • ANNA MERGELE

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER RUDD

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • DALE BROWN

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • DENNIS LEWIS

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • ERIC WOLFORD

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • FREDERICK RICKER

    VICE CHAIR, REGENT

    Total calculated
    $0
    Hours/week
    1

  • JAMES GASH

    PRESIDENT & CEO

    Total calculated
    $1,323,005
    From this org
    $917,815
    From related orgs
    $0
    Other
    $405,190
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $562,795
    Bonus
    $350,000
    Other
    $5,020
    Deferred
    $34,500
    Nontaxable benefits
    $370,690
    Filer's total
    $1,323,005

  • JAY WELKER

    SECRETARY, REGENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEREMY JOHNSON

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • JOHN LEWIS

    ASSISTANT SECRETARY, REGENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN PLUEGER

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • KASEY PIPES

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY LINDLEY

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL OKABAYASHI

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • PETER JOHNSON JR

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • R CHARLES WALKER JR

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SETH HAYE

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • SHELLE ENSIO

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN STEWART

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • VIRGINIA MILSTEAD

    REGENT

    Total calculated
    $0
    Hours/week
    1

  • BEN VEENENDAAL

    VP PLANNING, OPS & CONSTRUCTION

    Total calculated
    $302,423
    From this org
    $239,148
    From related orgs
    $0
    Other
    $63,275
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,334
    Bonus
    $7,000
    Other
    $814
    Deferred
    $18,885
    Nontaxable benefits
    $44,390
    Filer's total
    $302,423

  • CONNIE HORTON

    VP STUDENT AFFAIRS, VC RISE

    Total calculated
    $366,774
    From this org
    $204,856
    From related orgs
    $0
    Other
    $161,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,325
    Bonus
    $31,000
    Other
    $20,531
    Deferred
    $65,379
    Nontaxable benefits
    $96,539
    Filer's total
    $366,774

  • DAMON SEAN BURNETT

    SVP, INTEGRATED MARKETING & CMO

    Total calculated
    $460,011
    From this org
    $302,795
    From related orgs
    $0
    Other
    $157,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,651
    Bonus
    $58,000
    Other
    $19,144
    Deferred
    $43,555
    Nontaxable benefits
    $113,661
    Filer's total
    $460,011

  • DANIEL DEWALT

    VP & CHIEF OF STAFF

    Total calculated
    $458,169
    From this org
    $389,748
    From related orgs
    $0
    Other
    $68,421
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $323,877
    Bonus
    $61,000
    Other
    $4,871
    Deferred
    $33,471
    Nontaxable benefits
    $34,950
    Filer's total
    $458,169

  • GREG RAMIREZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $464,238
    From this org
    $427,277
    From related orgs
    $0
    Other
    $36,961
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $357,347
    Bonus
    $69,000
    Other
    $930
    Deferred
    $34,500
    Nontaxable benefits
    $2,461
    Filer's total
    $464,238

  • JAY BREWSTER

    PROVOST & CHIEF ACADEMIC OFFICER

    Total calculated
    $855,535
    From this org
    $473,194
    From related orgs
    $0
    Other
    $382,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $395,345
    Bonus
    $74,000
    Other
    $3,849
    Deferred
    $27,521
    Nontaxable benefits
    $354,820
    Filer's total
    $855,535

  • JERI-ELAYNE GOOSBY SMITH

    VP COMM BELONGING & CDO

    Total calculated
    $330,495
    From this org
    $292,655
    From related orgs
    $0
    Other
    $37,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,019
    Bonus
    $39,000
    Other
    $14,636
    Deferred
    $14,001
    Nontaxable benefits
    $23,839
    Filer's total
    $330,495

  • LARRY PERRIN

    SVP STRATEGIC IMPLEMENTATION

    Total calculated
    $454,275
    From this org
    $400,269
    From related orgs
    $0
    Other
    $54,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,208
    Bonus
    $56,000
    Other
    $5,061
    Deferred
    $34,500
    Nontaxable benefits
    $19,506
    Filer's total
    $454,275

  • MICHAEL THOMAS

    VP, INTEGRATED MARKETING

    Total calculated
    $308,543
    From this org
    $250,549
    From related orgs
    $0
    Other
    $57,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,857
    Bonus
    $0
    Other
    $692
    Deferred
    $25,582
    Nontaxable benefits
    $32,412
    Filer's total
    $308,543

  • NICOLLE TAYLOR

    SENIOR VP, COO

    Total calculated
    $461,094
    From this org
    $409,633
    From related orgs
    $0
    Other
    $51,461
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $340,492
    Bonus
    $68,000
    Other
    $1,141
    Deferred
    $34,481
    Nontaxable benefits
    $16,980
    Filer's total
    $461,094

  • PHIL PHILLIPS

    EXEC. VICE PRESIDENT

    Total calculated
    $716,982
    From this org
    $440,255
    From related orgs
    $0
    Other
    $276,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,410
    Bonus
    $90,000
    Other
    $24,845
    Deferred
    $65,000
    Nontaxable benefits
    $211,727
    Filer's total
    $716,982

  • SARA COSENTINO

    VP FOR ADV & CHIEF DEV OFFICER

    Total calculated
    $480,989
    From this org
    $399,210
    From related orgs
    $0
    Other
    $81,779
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $332,360
    Bonus
    $65,000
    Other
    $1,850
    Deferred
    $32,538
    Nontaxable benefits
    $49,241
    Filer's total
    $480,989

  • SARA YOUNG JACKSON

    CHANCELLOR

    Total calculated
    $560,065
    From this org
    $498,205
    From related orgs
    $0
    Other
    $61,860
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,031
    Bonus
    $74,000
    Other
    $64,174
    Deferred
    $30,213
    Nontaxable benefits
    $31,647
    Filer's total
    $560,065

  • SHARON BEARD

    INTERIM VP STUDENT AFFAIRS FROM 7/25

    Total calculated
    $331,387
    From this org
    $167,163
    From related orgs
    $0
    Other
    $164,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,320
    Bonus
    $0
    Other
    $843
    Deferred
    $15,227
    Nontaxable benefits
    $148,997
    Filer's total
    $331,387

  • TIMOTHY SPIVEY

    VP SPIRITUAL LIFE

    Total calculated
    $412,278
    From this org
    $167,453
    From related orgs
    $0
    Other
    $244,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $108,874
    Bonus
    $30,000
    Other
    $28,579
    Deferred
    $27,940
    Nontaxable benefits
    $216,885
    Filer's total
    $412,278

  • DEBORAH CROWN

    DEAN OF PGBS

    Total calculated
    $465,831
    From this org
    $410,079
    From related orgs
    $0
    Other
    $55,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,773
    Bonus
    $54,000
    Other
    $5,306
    Deferred
    $22,167
    Nontaxable benefits
    $33,585
    Filer's total
    $465,831

  • FARZIN MADJIDI

    DEAN, GSEP

    Total calculated
    $423,988
    From this org
    $258,769
    From related orgs
    $0
    Other
    $165,219
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,309
    Bonus
    $48,000
    Other
    $51,460
    Deferred
    $77,340
    Nontaxable benefits
    $87,879
    Filer's total
    $423,988

  • FAYE HOLTON

    DIRECTOR OF INVESTMENTS

    Total calculated
    $293,230
    From this org
    $248,525
    From related orgs
    $0
    Other
    $44,705
    Hours/week
    35 + 6 related

    Schedule J breakdown matched by us

    Base
    $244,969
    Bonus
    $0
    Other
    $3,556
    Deferred
    $25,239
    Nontaxable benefits
    $19,466
    Filer's total
    $293,230

  • JEFFREY ROHDE

    CHIEF INVESTMENT OFFICER

    Total calculated
    $524,413
    From this org
    $447,528
    From related orgs
    $0
    Other
    $76,885
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $375,718
    Bonus
    $71,000
    Other
    $810
    Deferred
    $34,500
    Nontaxable benefits
    $42,385
    Filer's total
    $524,413

  • JONATHAN SEE

    CHIEF INFORMATION OFFICER

    Total calculated
    $323,911
    From this org
    $249,221
    From related orgs
    $0
    Other
    $74,690
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,801
    Bonus
    $0
    Other
    $2,420
    Deferred
    $26,210
    Nontaxable benefits
    $48,480
    Filer's total
    $323,911

  • KATELYN CROWE

    CONTROLLER THRU 6/25

    Total calculated
    $251,242
    From this org
    $227,278
    From related orgs
    $0
    Other
    $23,964
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,860
    Bonus
    $3,000
    Other
    $418
    Deferred
    $22,135
    Nontaxable benefits
    $1,829
    Filer's total
    $251,242

  • LEE KATS

    DEAN, SEAVER FROM 3/25

    Total calculated
    $452,376
    From this org
    $409,117
    From related orgs
    $0
    Other
    $43,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,921
    Bonus
    $55,000
    Other
    $48,196
    Deferred
    $30,794
    Nontaxable benefits
    $12,465
    Filer's total
    $452,376

  • LILA MCDOWELL CARLSEN

    VICE PROVOST FROM 3/25 & PROFESSOR

    Total calculated
    $310,962
    From this org
    $250,775
    From related orgs
    $0
    Other
    $60,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,249
    Bonus
    $25,000
    Other
    $526
    Deferred
    $27,544
    Nontaxable benefits
    $32,643
    Filer's total
    $310,962

  • MICHAEL NICKS

    DIRECTOR OF INVESTMENTS

    Total calculated
    $325,740
    From this org
    $250,151
    From related orgs
    $0
    Other
    $75,589
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,715
    Bonus
    $0
    Other
    $2,436
    Deferred
    $26,402
    Nontaxable benefits
    $49,187
    Filer's total
    $325,740

  • EDMUND SCHILLING

    HEAD COACH, BASKETBALL

    Total calculated
    $579,291
    From this org
    $558,269
    From related orgs
    $0
    Other
    $21,022
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $474,464
    Bonus
    $25,000
    Other
    $58,805
    Deferred
    $0
    Nontaxable benefits
    $21,022
    Filer's total
    $579,291

  • EDWARD LARSON

    DARLING CHAIR IN LAW & PROF

    Total calculated
    $411,749
    From this org
    $358,415
    From related orgs
    $0
    Other
    $53,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,010
    Bonus
    $5,000
    Other
    $56,405
    Deferred
    $30,141
    Nontaxable benefits
    $23,193
    Filer's total
    $411,749

  • KIRON SKINNER

    PROFESSOR, SCHOOL OF PUBLIC POLICY

    Total calculated
    $527,363
    From this org
    $478,467
    From related orgs
    $0
    Other
    $48,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,000
    Bonus
    $0
    Other
    $180,467
    Deferred
    $29,101
    Nontaxable benefits
    $19,795
    Filer's total
    $527,363

  • LORENZO ROMAR

    HEAD COACH, BASKETBALL

    Total calculated
    $479,286
    From this org
    $461,602
    From related orgs
    $0
    Other
    $17,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,707
    Bonus
    $0
    Other
    $264,895
    Deferred
    $7,922
    Nontaxable benefits
    $9,762
    Filer's total
    $479,286

  • MICHAEL FELTNER

    DEAN OF COLLEGE OF HEALTH SCIENCE

    Total calculated
    $489,278
    From this org
    $405,249
    From related orgs
    $0
    Other
    $84,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,561
    Bonus
    $65,000
    Other
    $9,688
    Deferred
    $34,592
    Nontaxable benefits
    $49,437
    Filer's total
    $489,278

  • GARY HANSON

    SENIOR EVP THRU 7/24

    Total calculated
    $276,801
    From this org
    $237,358
    From related orgs
    $0
    Other
    $39,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,043
    Bonus
    $0
    Other
    $12,315
    Deferred
    $22,770
    Nontaxable benefits
    $16,673
    Filer's total
    $276,801

  • RICK GIBSON

    SV CHANCELLOR THRU 7/24

    Total calculated
    $197,630
    From this org
    $119,305
    From related orgs
    $0
    Other
    $78,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $89,215
    Bonus
    $0
    Other
    $30,090
    Deferred
    $33,073
    Nontaxable benefits
    $45,252
    Filer's total
    $197,630

  • DAVID SMITH

    SENIOR ASSOCIATE PROVOST & PROFESSOR

    Total calculated
    $382,816
    From this org
    $346,575
    From related orgs
    $0
    Other
    $36,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,421
    Bonus
    $0
    Other
    $40,154
    Deferred
    $30,985
    Nontaxable benefits
    $5,256
    Filer's total
    $382,816

  • PAUL CARON

    DEAN, CARUSO SCHOOL OF LAW

    Total calculated
    $574,487
    From this org
    $353,109
    From related orgs
    $0
    Other
    $221,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,699
    Bonus
    $68,000
    Other
    $30,410
    Deferred
    $88,000
    Nontaxable benefits
    $133,378
    Filer's total
    $574,487

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FIRST CLASS TRAVEL: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, FIRST CLASS TRAVEL IS PERMITTED FOR CERTAIN OFFICERS AND EMPLOYEES FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. SEVEN OFFICERS AND TWO KEY EMPLOYEES LISTED ON FORM 990, PART VII FLEW FIRST CLASS FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2024. TRAVEL FOR COMPANIONS: PURSUANT TO A WRITTEN POLICY AND APPROPRIATE APPROVAL, CERTAIN OFFICERS AND EMPLOYEES' SPOUSES ARE PERMITTED TO TRAVEL ON OCCASION, WHEN NECESSARY FOR BUSINESS PURPOSES. TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. FIVE OFFICERS AND TWO KEY EMPLOYEES LISTED ON FORM 990, PART VII WERE PROVIDED WITH COMPANION TRAVEL FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2024. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE UNIVERSITY PROVIDES TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TO EMPLOYEES THAT PROVIDE LATE SUBSTANTIATION OF EXPENSES UNDER ACCOUNTABLE PLAN RULES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. IN SOME CASES, TAX INDEMNIFICATION OR GROSS-UP PAYMENTS ARE ALSO PROVIDED FOR THE REIMBURSEMENT OF CERTAIN TAXABLE MOVING EXPENSES. ADDITIONALLY, AS PART OF THE MINISTERIAL HOUSING PROGRAM, THE UNIVERSITY ALSO PROVIDES ADDITIONAL COMPENSATION TO PARTICIPANTS FOR WAGE WITHHOLDING, IN AN AMOUNT EQUAL TO THE EMPLOYER'S SHARE OF THE PARTICIPANTS' SELF-EMPLOYMENT TAX. SIX OFFICERS, ONE FORMER OFFICER, ONE KEY EMPLOYEE, ONE FORMER KEY EMPLOYEE AND TWO HIGHEST PAID INDIVIDUALS LISTED ON FORM 990, PART VII WERE PROVIDED WITH TAX INDEMNIFICATION OR GROSS-UP PAYMENTS DURING CALENDAR YEAR 2024. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: SUBJECT TO EXECUTIVE APPROVAL, THE UNIVERSITY PROVIDES A MINISTERIAL HOUSING ALLOWANCE TO EMPLOYEES WHO ARE MINISTERS. THE ALLOWANCE IS INCLUDED IN THE NONTAXABLE BENEFITS OF SUCH EMPLOYEES. FOUR OFFICERS, ONE KEY EMPLOYEE, ONE FORMER OFFICER, AND ONE FORMER KEY EMPLOYEE LISTED ON FORM 990, PART VII WERE PROVIDED A MINISTERIAL HOUSING ALLOWANCE DURING CALENDAR YEAR 2024. ADDITIONALLY, ON-CAMPUS HOUSING PROVIDED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER IS NOT INCLUDED IN TAXABLE WAGES. TWO OFFICERS LISTED ON FORM 990, PART VII WERE PROVIDED ON-CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER DURING CALENDAR YEAR 2024. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: EXPENDITURES FOR BUSINESS PURPOSES ARE APPROVED PURSUANT TO THE UNIVERSITY'S REIMBURSEMENT POLICIES. SUCH REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE WAGES. FIVE OFFICERS, THREE KEY EMPLOYEES, TWO HIGHEST PAID EMPLOYEES, AND TWO FORMER KEY EMPLOYEES LISTED ON FORM 990, PART VII RECEIVED REIMBURSEMENTS FOR EXPENDITURES ASSOCIATED WITH HEALTH OR SOCIAL CLUB MEMBERSHIPS USED FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2024. PERSONAL SERVICES: EXPENDITURES FOR BUSINESS PURPOSES ARE APPROVED PURSUANT TO THE UNIVERSITY'S REIMBURSEMENT POLICIES. SUCH REIMBURSEMENTS ARE NOT INCLUDED IN TAXABLE WAGES. FIVE OFFICERS, ONE HIGHEST PAID EMPLOYEE, ONE KEY EMPLOYEE, AND ONE FORMER KEY EMPLOYEE WERE PROVIDED CAR SERVICES FOR BUSINESS RELATED TRANSPORTATION DURING CALENDAR YEAR 2024. ONE OFFICER WAS PROVIDED LAUNDRY SERVICES IN CONNECTION WITH BUSINESS RELATED TRAVEL AND ONE OFFICER WAS PROVIDED CLEANING SERVICES IN CONNECTION WITH UNIVERSITY EVENTS DURING CALENDAR YEAR 2024.
PART I, LINE 7
NONFIXED PAYMENTS: THE BOARD OF REGENTS, IN ITS DISCRETION, PROVIDES OBJECTIVES AND KEY RESULTS, AND POTENTIAL MAXIMUM BONUS AMOUNTS FOR THE PRESIDENT EACH YEAR. SIMILARLY, THE PRESIDENT, IN HIS DISCRETION, PROVIDES OBJECTIVES AND KEY RESULTS, AND POTENTIAL BONUSES FOR SELECT SENIOR ADMINISTRATORS EACH YEAR. THE BOARD OF REGENTS DEFINES THE MAXIMUM CUMULATIVE BONUS AMOUNT AVAILABLE FOR BONUS PLAN PARTICIPANTS EACH YEAR. OBJECTIVES AND KEY RESULTS FOR BOTH THE PRESIDENT AND SELECT SENIOR ADMINISTRATORS MAY SPAN ACROSS MULTIPLE YEARS. THE BOARD OF REGENTS ANNUALLY ASSESSES THE PRESIDENT'S PROGRESS TOWARD ACHIEVING OBJECTIVES AND KEY RESULTS, BOTH INDIVIDUALLY AND COLLECTIVELY, AND BASED UPON ITS SOLE ASSESSMENT, MAY AWARD A BONUS UP TO THE MAXIMUM POTENTIAL AMOUNT ESTABLISHED FOR A PARTICULAR OBJECTIVE AND KEY RESULT. SIMILARLY, THE PRESIDENT ANNUALLY ASSESSES SELECT SENIOR ADMINISTRATORS' PROGRESS TOWARD ACHIEVING OBJECTIVES AND KEY RESULTS, BOTH INDIVIDUALLY AND COLLECTIVELY, AND MAY AWARD A BONUS UP TO THE MAXIMUM AMOUNT ESTABLISHED FOR A PARTICULAR OBJECTIVE AND KEY RESULT. ADDITIONALLY, THE AUDIT AND GOVERNANCE COMMITTEE ON ITS OWN INITIATIVE, OR AT THE REQUEST OF THE PRESIDENT, MAY AT ITS SOLE DISCRETION, CONDUCT AN INTERIM ASSESSMENT OF ANY PARTICULAR OBJECTIVE AND KEY RESULT. BASED ON ITS ASSESSMENT, THE AUDIT AND GOVERNANCE COMMITTEE MAY RECOMMEND TO THE BOARD OF REGENTS ANY ACTION THAT MAY BE APPROPRIATE, INCLUDING FOR EXAMPLE, THAT A BONUS BE IMMEDIATELY AWARDED. LIKEWISE, THE PRESIDENT, MAY AT HIS SOLE DISCRETION, CONDUCT AN INTERIM ASSESSMENT OF ANY PARTICULAR OBJECTIVE AND KEY RESULT AND TAKE ANY ACTION THAT MAY BE APPROPRIATE, INCLUDING FOR EXAMPLE, THAT A BONUS BE IMMEDIATELY AWARDED TO SELECT SENIOR ADMINISTRATORS. THE AUDIT AND GOVERNANCE COMMITTEE IS ANNUALLY APPRISED OF THE PRESIDENT'S RATIONALE AND AWARDS OF BONUSES TO SELECT SENIOR ADMINISTRATORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WAVE ENTERPRISES INC

    501(C)(3) · SUPPORT PEPPERDINE UNIVERSITY · CA · controlled entity

    Directly controlled by PEPPERDINE UNIVERSITY

  • WAVE SERVICES INC

    501(C)(3) · SUPPORT PEPPERDINE UNIVERSITY · CA · controlled entity

    Directly controlled by PEPPERDINE UNIVERSITY

  • PEPPERDINE UNIVERSITY (USA) IN LONDON

    EDUCATION · UK · controlled entity

    Directly controlled by PEPPERDINE UNIVERSITY

  • PEPPERDINE UNIVERSITY RWANDA CBC

    SOCIAL JUSTICE · RW · controlled entity

    Directly controlled by PEPPERDINE UNIVERSITY

  • PEPPERDINE GHANA LGB

    SOCIAL JUSTICE · GH · controlled entity

    Directly controlled by PEPPERDINE UNIVERSITY

Provenance

Return type
form_990
Tax year
2024
Filed
2 June 2026
IRS schema version
2024v5.5
Source object
202611539349301221

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