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Nonprofiteer
← UNIVERSITY OF THE PACIFIC

Form 990 for tax year 2022

Filed by UNIVERSITY OF THE PACIFIC.

Totals

Total revenue
$488,744,010
Total expenses
$469,652,201
Contributions and grants received
$50,107,140
Grants paid
$115,361,077
Program service revenue
$400,430,150
Investment income
$23,919,375
Other revenue
$14,287,345
Total assets, end of year
$1,312,881,087
Total liabilities, end of year
$243,146,072
Net assets or fund balances, end of year
$1,069,735,015
Program services expenses (Part IX)
$449,209,208
Management and general expenses
$17,545,800
Fundraising expenses
$2,897,193
Program service expenses (Part III)
$449,209,208

Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Allen Norman

    Board Member, Chair, Committee Chair

    Total calculated
    $0
    Hours/week
    15

  • Callahan Christopher

    President

    Total calculated
    $877,354
    From this org
    $699,466
    From related orgs
    $0
    Other
    $177,888
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $636,558
    Bonus
    $40,000
    Other
    $22,908
    Deferred
    $101,000
    Nontaxable benefits
    $76,888
    Filer's total
    $877,354

  • Eberhardt Mary-Elizabeth

    Board Member, Vice Chair, Committee Chair

    Total calculated
    $0
    Hours/week
    15

  • Fathi Nava

    Board Member, Secretary

    Total calculated
    $0
    Hours/week
    10

  • Spears Janet

    Board Member, Treasurer

    Total calculated
    $0
    Hours/week
    10

  • Ardon Marty

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Bass Randall

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Berberian Dea

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Berolzheimer Charles

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Boardman Gregory

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Callahan Consuelo

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Chan Virginia

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Dassenko Paul

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Dreyfuss Evan

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Du Jie

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Follmer Kit

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Hall Rupert

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Hoch Andrea

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Johnson Elizabeth

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Liggett Scott

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Miller Brian

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Milne Anne

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Robles Leticia

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Rogers Janet

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Shalvey Don

    Board Member, Committee Chair

    Total calculated
    $0
    Hours/week
    10

  • Zimmerman Eve

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Biedermann Scott

    VP, Development

    Total calculated
    $433,507
    From this org
    $357,744
    From related orgs
    $0
    Other
    $75,763
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,539
    Bonus
    $35,000
    Other
    $8,205
    Deferred
    $51,000
    Nontaxable benefits
    $24,763
    Filer's total
    $433,507

  • Blandizzi Maria

    VP, Student Life

    Total calculated
    $395,840
    From this org
    $308,950
    From related orgs
    $0
    Other
    $86,890
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $276,015
    Bonus
    $0
    Other
    $32,935
    Deferred
    $48,766
    Nontaxable benefits
    $38,124
    Filer's total
    $395,840

  • Ferguson Christopher

    VP, Enrollment Management

    Total calculated
    $391,692
    From this org
    $315,944
    From related orgs
    $0
    Other
    $75,748
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $306,094
    Bonus
    $0
    Other
    $9,850
    Deferred
    $51,000
    Nontaxable benefits
    $24,748
    Filer's total
    $391,692

  • Henderson Robert

    Vice President Technology & CIO (interim)

    Total calculated
    $219,739
    From this org
    $164,864
    From related orgs
    $0
    Other
    $54,875
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,404
    Bonus
    $0
    Other
    $460
    Deferred
    $16,995
    Nontaxable benefits
    $37,880
    Filer's total
    $219,739

  • Lomax-Ghirarduzzi Mary

    VP, Diversity, Equity, and Inclusion

    Total calculated
    $362,568
    From this org
    $305,281
    From related orgs
    $0
    Other
    $57,287
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,125
    Bonus
    $0
    Other
    $11,156
    Deferred
    $34,623
    Nontaxable benefits
    $22,664
    Filer's total
    $362,568

  • Mullen Kenneth

    Chief Operating Officer

    Total calculated
    $477,855
    From this org
    $400,721
    From related orgs
    $0
    Other
    $77,134
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $384,334
    Bonus
    $0
    Other
    $16,387
    Deferred
    $51,000
    Nontaxable benefits
    $26,134
    Filer's total
    $477,855

  • Pallavicini Maria

    Provost

    Total calculated
    $477,731
    From this org
    $418,475
    From related orgs
    $0
    Other
    $59,256
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $397,005
    Bonus
    $0
    Other
    $21,470
    Deferred
    $47,500
    Nontaxable benefits
    $11,756
    Filer's total
    $477,731

  • Sprecher Arthur

    Vice President Technology & CIO

    Total calculated
    $386,579
    From this org
    $317,651
    From related orgs
    $0
    Other
    $68,928
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $273,176
    Bonus
    $30,000
    Other
    $14,475
    Deferred
    $30,500
    Nontaxable benefits
    $38,428
    Filer's total
    $386,579

  • Walsh James

    Chief Financial Officer

    Total calculated
    $268,823
    From this org
    $212,940
    From related orgs
    $0
    Other
    $55,883
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,396
    Bonus
    $0
    Other
    $5,544
    Deferred
    $33,646
    Nontaxable benefits
    $22,237
    Filer's total
    $268,823

  • Bugnariu Nicoleta

    Dean, School of Health Sciences

    Total calculated
    $389,403
    From this org
    $351,786
    From related orgs
    $0
    Other
    $37,617
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $308,325
    Bonus
    $0
    Other
    $43,461
    Deferred
    $30,500
    Nontaxable benefits
    $7,117
    Filer's total
    $389,403

  • Campbell Patricia

    Dean, Benerd College

    Total calculated
    $295,121
    From this org
    $268,228
    From related orgs
    $0
    Other
    $26,893
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $266,880
    Bonus
    $0
    Other
    $1,348
    Deferred
    $26,698
    Nontaxable benefits
    $195
    Filer's total
    $295,121

  • Fraden Rena

    Dean, College of the Pacific (outgoing)

    Total calculated
    $299,015
    From this org
    $264,635
    From related orgs
    $0
    Other
    $34,380
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $261,164
    Bonus
    $0
    Other
    $3,471
    Deferred
    $26,265
    Nontaxable benefits
    $8,115
    Filer's total
    $299,015

  • Gale Lewis

    Interim Dean, Eberhardt School of Business (outgoing)

    Total calculated
    $292,875
    From this org
    $198,885
    From related orgs
    $0
    Other
    $93,990
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,207
    Bonus
    $0
    Other
    $678
    Deferred
    $56,117
    Nontaxable benefits
    $37,873
    Filer's total
    $292,875

  • Gundersen Berit

    Dean, School of Pharmacy (interim)

    Total calculated
    $164,837
    From this org
    $146,071
    From related orgs
    $0
    Other
    $18,766
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,591
    Bonus
    $0
    Other
    $8,480
    Deferred
    $14,746
    Nontaxable benefits
    $4,020
    Filer's total
    $164,837

  • Jensen Scott

    Dean, College of the Pacific (interim)

    Total calculated
    $237,398
    From this org
    $193,528
    From related orgs
    $0
    Other
    $43,870
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $193,298
    Bonus
    $0
    Other
    $230
    Deferred
    $19,711
    Nontaxable benefits
    $24,159
    Filer's total
    $237,398

  • Lucas Janet

    Athletics Director

    Total calculated
    $341,146
    From this org
    $281,480
    From related orgs
    $0
    Other
    $59,666
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,544
    Bonus
    $21,000
    Other
    $11,936
    Deferred
    $47,754
    Nontaxable benefits
    $11,912
    Filer's total
    $341,146

  • Manilay Bayani

    Assistant Vice President, Treasury and Investments (outgoing)

    Total calculated
    $189,010
    From this org
    $148,972
    From related orgs
    $0
    Other
    $40,038
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $125,165
    Bonus
    $0
    Other
    $23,807
    Deferred
    $14,779
    Nontaxable benefits
    $25,259
    Filer's total
    $189,010

  • Matsumoto Rae

    Dean, Pharmacy & Health Sciences (outgoing)

    Total calculated
    $345,195
    From this org
    $301,099
    From related orgs
    $0
    Other
    $44,096
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $268,294
    Bonus
    $0
    Other
    $32,805
    Deferred
    $35,985
    Nontaxable benefits
    $8,111
    Filer's total
    $345,195

  • Moses Charles

    Dean, Eberhardt School of Business (incoming)

    Total calculated
    $195,999
    From this org
    $195,667
    From related orgs
    $0
    Other
    $332
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,868
    Bonus
    $0
    Other
    $20,799
    Deferred
    $0
    Nontaxable benefits
    $332
    Filer's total
    $195,999

  • Nadershahi Nader

    Dean, Dugoni School of Dentistry

    Total calculated
    $509,048
    From this org
    $454,113
    From related orgs
    $0
    Other
    $54,935
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $445,992
    Bonus
    $0
    Other
    $8,121
    Deferred
    $30,500
    Nontaxable benefits
    $24,435
    Filer's total
    $509,048

  • Orwin Elizabeth

    Dean, Engineering and Computer Science

    Total calculated
    $417,517
    From this org
    $343,763
    From related orgs
    $0
    Other
    $73,754
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $341,371
    Bonus
    $0
    Other
    $2,392
    Deferred
    $35,266
    Nontaxable benefits
    $38,488
    Filer's total
    $417,517

  • Schwartz Michael

    Dean, McGeorge School of Law

    Total calculated
    $410,581
    From this org
    $357,110
    From related orgs
    $0
    Other
    $53,471
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $353,872
    Bonus
    $0
    Other
    $3,238
    Deferred
    $30,500
    Nontaxable benefits
    $22,971
    Filer's total
    $410,581

  • Witte Peter

    Dean, Conservatory of Music

    Total calculated
    $301,957
    From this org
    $241,847
    From related orgs
    $0
    Other
    $60,110
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,603
    Bonus
    $0
    Other
    $1,244
    Deferred
    $24,971
    Nontaxable benefits
    $35,139
    Filer's total
    $301,957

  • Cox Darren

    Associate Professor

    Total calculated
    $365,617
    From this org
    $323,646
    From related orgs
    $0
    Other
    $41,971
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $323,009
    Bonus
    $0
    Other
    $637
    Deferred
    $30,500
    Nontaxable benefits
    $11,471
    Filer's total
    $365,617

  • Ferreira Cabido Maria

    Associate Professor

    Total calculated
    $355,626
    From this org
    $313,665
    From related orgs
    $0
    Other
    $41,961
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $312,761
    Bonus
    $0
    Other
    $904
    Deferred
    $30,500
    Nontaxable benefits
    $11,461
    Filer's total
    $355,626

  • Lam David

    Associate Dean Medical Integration, Chairperson Oral and Maxillofacial Surgery, Professor

    Total calculated
    $515,913
    From this org
    $463,005
    From related orgs
    $0
    Other
    $52,908
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $461,895
    Bonus
    $0
    Other
    $1,110
    Deferred
    $14,819
    Nontaxable benefits
    $38,089
    Filer's total
    $515,913

  • Perry Leonard

    Head Coach, Men's Basketball

    Total calculated
    $587,476
    From this org
    $532,522
    From related orgs
    $0
    Other
    $54,954
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $521,187
    Bonus
    $0
    Other
    $11,335
    Deferred
    $30,500
    Nontaxable benefits
    $24,454
    Filer's total
    $587,476

  • Yarborough Craig

    Associate Dean Institutional Advancement

    Total calculated
    $358,446
    From this org
    $302,893
    From related orgs
    $0
    Other
    $55,553
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $298,835
    Bonus
    $0
    Other
    $4,058
    Deferred
    $29,929
    Nontaxable benefits
    $25,624
    Filer's total
    $358,446

  • Atterbury George

    Emeritus VP, Development & Alumni

    Total calculated
    $259,132
    From this org
    $230,864
    From related orgs
    $0
    Other
    $28,268
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $42,554
    Bonus
    $160,741
    Other
    $27,569
    Deferred
    $23,289
    Nontaxable benefits
    $4,979
    Filer's total
    $259,132

  • Mootz Francis

    Professor, McGeorge School of Law

    Total calculated
    $305,085
    From this org
    $239,504
    From related orgs
    $0
    Other
    $65,581
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $238,001
    Bonus
    $0
    Other
    $1,503
    Deferred
    $57,500
    Nontaxable benefits
    $8,081
    Filer's total
    $305,085

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, and on a Form 990-PF Part VIII's — 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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
One employee received an exception for first class travel because coach seating was unavailable. The value of the first-class travel was considered a necessary business expense and therefore was not included on the W2.
Schedule J, Part I, Line 1a Travel for companions
Companion travel is the financial responsibility of the traveler except in cases where the presence of the companion is required for university business reasons and therefore is not included in the individual's W-2.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A gross-up was done for taxes on the $9,600.00 housing benefit provided by the University for VP Student Life, Maria Blandizzi. A gross-up was done for taxes on the $2,074.53 housekeeping benefit and $1,303.99 car benefit provided by the University for President Christopher Callahan.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
The University has three campuses, located in Stockton, Sacramento and San Francisco. At the main campus in Stockton, on-campus housing is provided to the President. For the President, the housing qualifies for exclusion from employee taxable income. Use by employees of residential property owned by the University other than the above is treated as taxable compensation. Taxable compensation for the use of housing on the Stockton main campus for the VP for Student Life, Maria Blandizzi, was $9,600.00 . Taxable compensation for use of the San Francisco residential property was $750.00 for the VP of Enrollment Strategy, Christopher Ferguson. There was no personal use of other Stockton or Sacramento residential properties.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
The University provided a club membership for the Head Basketball Coach, Leonard Perry, to facilitate business purposes, including donor cultivation, networking, and University meetings. Any personal use of the club membership is taxable to the employee and reported as a portion of the "Other Reportable Compensation" on Schedule J Part II Column B (iii).
Schedule J, Part I, Line 1a Personal services
President Callahan's W-2 includes "Other Reportable Compensation" of $2,074.53 for the value of housekeeping services provided by the University at his on-campus residence, and $2,700.00 for 2020 personal services that were reported in 2022.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Outgoing Assistant Vice President, Treasury & Investments, Bayani Manilay, received a severance payment of $4,000.00.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The University provides a 457f deferred compensation retirement plan for President Callahan. Under this plan, the University will accrue $50,000 for each fiscal year beginning fiscal year 20/21, provided that he remains employed through June 30, 2023. Should the term be extended beyond June 30, 2023, an additional $50,000 will be accrued and payable at the end of each succeeding fiscal year; the accrued compensation shall vest and be paid within 90 days following the end of the fiscal year. No payments were made to the plan participant in calendar year 2022.
Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT
PLEASE SEE SCHEDULE O FOR THE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15A

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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Tri-City Properties LLC

    Real Property Holdings · CA · income $0 · assets $797,945

    Directly controlled by University of the Pacific

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (1)

    Trust · INVESTMENT · CA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202421289349303137

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