2024-05-15T09:54:12-05:00 2023-06-30 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2022-07-01 951642394 UNIVERSITY OF SOUTHERN CALIFORNIA % CASANDRA PORTER INT COMPTRO UNIV 2138211900 UNIVERSITY GARDENS UGB203 LOS ANGELES CA 900898003 ERIK BRINK SVP FIN/CFO 2138211900 2024-05-14 true ERIK BRINK 999009999 TRAVIS L PATTON PARTNER P01235586 2024141000 2024-05-14 3 2022 2023-04-26 12:10:37Z Dr Carol L Folt UNIVERSITY GARDENS UGB203 LOS ANGELES CA 900898003 5122950810 false X HTTP://WWW.USC.EDU X 1895 CA SEE SCHEDULE O 34 33 44960 0 50503567 0 1011581561 1038579958 3529012115 3830588040 1023826217 248405583 2506719 1746657 5566926612 5119320238 737108936 775730369 0 0 2446122028 2731185260 495000 45000 80822299 1865558274 1569520646 5049284238 5076481275 517642374 42838963 13791301785 13778469076 4615091439 4208324515 9176210346 9570144561 X SEE SCHEDULE O false false 3385149164 774022325 2974480269 INSTRUCTION AND RESEARCH: APPROXIMATELY 21,000 STUDENTS IN UNDERGRADUATE CLASSES: APPROXIMATELY 28,000 STUDENTS IN GRADUATE AND PROFESSIONAL CLASSES: 5,424 BACHELOR DEGREES CONFERRED AND 12,393 ADVANCED DEGREES CONFERRED IN 2022-2023. THE MAJOR RESEARCH IS IN MEDICINE, ENGINEERING AND THE SCIENCES. THE INSTITUTION HAS 610 CONTRACTS/GRANTS AWARDED BY THE FEDERAL GOVERNMENT AND 312 AWARDED IN 2022-2023 BY PRIVATE CORPORATIONS, FOUNDATIONS, OTHER UNIVERSITIES, OR STATE AND LOCAL GOVERNMENTS FOR BASIC RESEARCH. 491668724 1708044 551885549 HEALTH CARE SERVICES: THE DOCTORS OF USC ARE MORE THAN 500 PHYSICIANS AND SPECIALISTS WHO ARE FULL-TIME FACULTY MEMBERS OF THE KECK SCHOOL OF MEDICINE OF USC. USC PHYSICIANS PRACTICE AT KECK HOSPITAL OF USC, USC NORRIS CANCER HOSPITAL, USC VERDUGO HILLS HOSPITAL, DOHENY EYE INSTITUTE, HEALTH CARE CENTERS ON THE HEALTH SCIENCES CAMPUS AND IN DOWNTOWN LOS ANGELES, AND AT LOS ANGELES COUNTY & USC MEDICAL CENTER AND CHILDRENS HOSPITAL LOS ANGELES. 500246820 0 304222222 AUXILIARY ENTERPRISES: APPROXIMATELY 49,000 STUDENTS AND 21,000 FACULTY AND STAFF ARE SERVED BY THE BOOKSTORE, DINING SERVICES, HOUSING, PARKING FACILITIES AND OTHER SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES. 4377064708 true true false true false true false true true true true true false true true false false true true true true true false true true false false true true true false false false true false false true false true true false false true true true true false false true X 66766 0 true 44960 true true true true SP FR HK CH MX TW KS BR false false false true true false false false false false false false true false X 34 33 true false true false false false false true true false true true true true true true true true true true true true CA OK WA X CASANDRA PORTER INT COMPTRO 2138211900 UNIV GARDENS UGB203 LOS ANGELES CA 90089 X LINCOLN RILEY HEAD FOOTBALL COACH 40.0 0.0 X 19583861 0 76001 CAROL L FOLT PRESIDENT/TRUSTEE 50.0 2.25 X X 3673614 0 954495 ALEXANDER GRINCH ASSISTANT FOOTBALL COACH 40.0 0.0 X 4305761 0 38528 ANDY ENFIELD MEN'S HEAD BASKETBALL COACH 40.0 0.0 X 4128982 0 75125 CHARLES HELTON See Schedule O for title 0.0 0.0 X 3987310 0 0 VAUGHN STARNES MD CHAIR & DIST PROG SURGERY 0.0 50.5 X 3729112 0 72413 LOUIS VANDERMOLEN MD PROFESSOR OF CLINICAL MEDICINE 50.0 0.0 X 3550383 0 199473 STEVEN D SHAPIRO SEE SCHEDULE O FOR TITLE 50.0 8.0 X 2859021 0 571140 CHRYSOSTOMOS L NIKIAS SEE SCHEDULE O FOR TITLE 40.0 0.0 X 3050050 0 51442 CHARLES F ZUKOSKI SEE SCHEDULE O FOR TITLE 50.0 2.25 X 2033036 0 166508 ROD HANNERS CEO KECK MEDICINE OF USC 50.0 7.5 X 2006403 0 58277 JAMES M STATEN SEE SCHEDULE O FOR TITLE 50.0 10.75 X 1916188 0 78971 AMY DIAMOND CHIEF INVESTMENT OFFICER 50.0 0.0 X 1383294 0 446528 FELICIA A WASHINGTON SVP, HUMAN RESOURCES 50.0 0.0 X 1458231 0 63156 BEONG-SOO KIM SVP & GENERAL COUNSEL 50.0 8.0 X 1176988 0 236558 CAROLYN MELTZER MD SEE SCHEDULE O FOR TITLE 50.0 4.5 X 1287546 0 28361 GEOFFREY GARRETT DEAN, MARSHALL SCHOOL OF BUS. 50.0 0.0 X 1168269 0 65619 LAURA MOSQUEDA SEE SCHEDULE O FOR TITLE 50.0 0.5 X 1050551 0 54721 TRACEY VRANICH SEE SCHEDULE O FOR TITLE 50.0 0.0 X 870417 0 60321 DAVID W WRIGHT SVP, ADMINISTRATION 50.0 0.0 X 807003 0 61228 ISHWAR K PURI SEE SCHEDULE O FOR TITLE 50.0 0.25 X 787829 0 40287 ERIK BRINK SEE SCHEDULE O FOR TITLE 50.0 8.0 X 697286 0 101538 AMBER MILLER SEE SCHEDULE O FOR TITLE 50.0 0.0 X 690690 0 62003 SAMUEL GARRISON SVP, UNIVERSITY RELATIONS 50.0 0.0 X 650495 0 76325 MICHAEL QUICK SEE SCHEDULE O FOR TITLE 40.0 0.0 X 643189 0 42142 YANNIS C YORTSOS DEAN, VITERBI SCHOOL OF ENG. 50.0 0.25 X 576935 0 67545 KYLE HENLEY SEE SCHEDULE O FOR TITLE 50.0 0.0 X 560634 0 58822 ELIZABETH GRADDY SEE SCHEDULE O FOR TITLE 50.0 0.0 X 555972 0 50101 NARSING RAO MD SEE SCHEDULE O FOR TITLE 50.0 0.0 X 416122 0 63304 CAROLYN DOMEN-BROSHEARS SECRETARY OF THE UNIVERSITY 50.0 6.25 X 437088 0 38834 GLENN OSAKI SEE SCHEDULE O FOR TITLE 50.0 0.0 X 363159 0 73025 GARETH JAMES SEE SCHEDULE O FOR TITLE 50.0 0.0 X 210489 0 24311 DAVID BROWN SEE SCHEDULE O FOR TITLE 50.0 0.0 X 153998 0 35130 SUZANNE NORA JOHNSON TRUSTEE, CHAIR 2.0 0.0 X X 0 0 0 STEPHANIE A ARGYROS TRUSTEE 2.0 0.0 X 0 0 0 MARC R BENIOFF TRUSTEE 2.0 0.0 X 0 0 0 CORII D BERG TRUSTEE 2.0 0.0 X 0 0 0 ROBERT D BEYER TRUSTEE 2.0 0.0 X 0 0 0 DAVID C BOHNETT TRUSTEE, VICE CHR AS OF 6/7/23 2.0 0.0 X X 0 0 0 ROBERT A BRADWAY TRUSTEE 2.0 0.0 X 0 0 0 RICK J CARUSO TRUSTEE 2.0 0.0 X 0 0 0 DAVID H DORNSIFE TRUSTEE 2.0 0.0 X 0 0 0 MICHELE DEDEAUX ENGEMANN TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL A FELIX TRUSTEE 2.0 0.0 X 0 0 0 JOHN M IINO TRUSTEE 2.0 0.0 X 0 0 0 STEPHEN M KECK TRUSTEE 2.0 0.0 X 0 0 0 KENNETH R KLEIN TRUSTEE 2.0 0.0 X 0 0 0 JAIME L LEE TRUSTEE 2.0 0.0 X 0 0 0 KATHY LEVENTHAL TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM J MCMORROW TRUSTEE 2.0 0.0 X 0 0 0 JOHN MORK TRUSTEE 2.0 0.0 X 0 0 0 OSCAR MUNOZ TRUSTEE 2.0 0.0 X 0 0 0 ROD Y NAKAMOTO TRUSTEE 2.0 0.0 X 0 0 0 CARMEN NAVA TRUSTEE 2.0 0.0 X 0 0 0 SHELLY L NEMIROVSKY TRUSTEE 2.0 0.0 X 0 0 0 DOMINIC NG TRUSTEE 2.0 0.0 X 0 0 0 AMY A ROSS TRUSTEE 2.0 5.0 X 0 0 0 FREDERICK J RYAN JR TRUSTEE 2.0 0.0 X 0 0 0 LEONARD D SCHAEFFER TRUSTEE 2.0 2.0 X 0 0 0 WILLIAM E B SIART TRUSTEE 2.0 2.0 X 0 0 0 JEFFREY H SMULYAN TRUSTEE 2.0 0.0 X 0 0 0 HELIANE M STEDEN TRUSTEE 2.0 0.0 X 0 0 0 RONALD D SUGAR TRUSTEE 2.0 0.0 X 0 0 0 TRACY M SYKES TRUSTEE 2.0 0.0 X 0 0 0 DANIEL M TSAI TRUSTEE 2.0 0.0 X 0 0 0 WENXUE WANG TRUSTEE 2.0 0.0 X 0 0 0 SCOTT RABENOLD SVP, UNIV ADV. AS OF 2/1/23 50.0 0.0 X 0 0 0 67495509 0 3681160 8949 true true false 2U INC 1150 S OLIVE STREET SUITE 2050 LOS ANGELES CA 90015 ONLINE EDUCATION SVC 71197822 LYFT INC 441 9TH AVE NEW YORK NY 10001 STUDENT RIDE PROGRAM 22111669 DELOITTE CONSULTING LLP 4022 SELLS DRIVE HERMITAGE TN 37076 CONSULTING SERVICES 19438606 SMITHGROUP INC 550 S HOPE ST 1950 LOS ANGELES CA 90071 ENGI/ARCHIT SERVICES 18872813 THE TURNER CORPORATION 66 HUDSON BLVD EAST NEW YORK NY 10001 CONSTRUCTION SVCS 18112980 836 2029788 569759334 466790836 27360518 1038579958 TUITION & FEES 900099 2507522810 2507522810 NET PATIENT SERVICE REVENUE 900099 405641835 405641835 RECOVERY OF INDIRECT COST 900099 304603705 304603705 AUXILIARY ENTERPRISES 900099 304222222 291104591 13117631 PROFESSIONAL SERVICES AGREEMENT 900099 146243714 146243714 162353754 154998938 7354816 3830588040 81085592 23598866 57486726 0 3273341 3273341 0 0 0 172237480 -4917489 0 0 172237480 -4917489 167319991 6432254 160887737 2103888 2029788 3630572 -1526684 -1526684 0 0 0 0 0 0 0 5119320238 3810115593 50503567 220121120 2886684 2886684 762819665 762819665 10024020 10024020 0 27781443 11071208 13607028 3103207 5002279 4390327 611952 2230291387 1949961333 234104534 46225520 219264014 190531264 23986246 4746504 65546719 58052178 6414574 1079967 183299418 159279533 20051922 3967963 0 33019251 33019251 2968154 2968154 567124 567124 45000 45000 14747542 14747542 0 0 774130687 638010078 119027016 17093593 0 0 37148479 26629391 9753406 765682 90843016 80397655 8397503 2047858 0 0 86070507 70121656 15948851 0 219746914 196843344 21156565 1747005 94799724 94799724 COST OF GOODS SOLD 142935405 142935405 UNIVERSITY SERVICES 72543843 72543843 5076481275 4377064708 618594268 80822299 0 0 405476739 336411175 392118639 334605637 436274124 603790499 11710304 15726497 0 0 25119791 15492551 29563799 36631131 248928574 285426233 6879457480 3194460855 3576748542 3684996625 3286216082 2842836502 4571789717 4733137145 0 0 0 0 807355474 889415081 13791301785 13778469076 1211871657 741027809 0 0 380237454 361473191 0 0 0 0 0 0 2441615568 2441983386 0 0 581366760 663840129 4615091439 4208324515 X 3343843852 3455165295 5832366494 6114979266 9176210346 9570144561 13791301785 13778469076 X 42838963 76672056 274423196 X false true X true true true X 847546503 970414924 1029523653 1011581561 1038579958 4897646599 0 0 847546503 970414924 1029523653 1011581561 1038579958 4897646599 7017017 4890629582 116124673 73734409 52155633 32058784 84358933 358432432 0 255204 41726 69050 85250 2103888 2555118 5258634149 4756994269 0.93002 0.93095 X PART II, LINE 10: OTHER INCOME REPRESENTS GROSS INCOME FROM FUNDRAISING EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 1846364 true true 1846364 false PART II-B, LINE 1(G)-(I): THE UNIVERSITY OF SOUTHERN CALIFORNIA'S LOBBYING EFFORTS INCLUDE, THROUGH THE USE OF PAID STAFF AND OUTSIDE LOBBYING FIRMS, THE PROMOTION OF HIGHER APPROPRIATIONS FOR STUDENT AID AND BASIC RESEARCH PROGRAMS AND EFFORTS TO GENERALLY FURTHER THE UNIVERSITY'S MISSION OF EDUCATION AND RESEARCH AT THE LOCAL, STATE AND FEDERAL LEVEL. THE UNIVERSITY ALSO PAYS DUES TO MEMBER ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. AMOUNTS ASSOCIATED WITH MEMBER DUES ARE REPORTED IN PART II-B. 10 4522549 12896377 59988024 true true 29144752 X X X X X EDUCATION false true 255818799 -229523333 1233400 25062066 false 7112497110 177331473 619091278 79166888 281173815 14583418 7533995740 7517878238 170484066 -275090857 55700687 232597741 12475909 7112497110 5400108641 155477007 2221283012 53482200 194880267 10627955 7517878238 5476423715 107632490 63728992 51656854 185939043 10080659 5400108641 5282284883 188223613 238538234 46594372 177037868 8990775 5476423715 0.26500 0.73500 false true true 221237119 221237119 5048648764 2212156350 2836492414 700333810 566176905 134156905 909237787 416127600 493110187 3684996625 HEDGE FUND 2294870359 F PRIVATE EQUITY 2438266786 F 4733137145 REAL ESTATE/OTHER INVESTMENTS 537051779 ASSETS HELD BY OTHER TRUSTEES 111998420 OPERATING LEASES 223267161 OTHER ASSETS 17097721 889415081 0 ACTUARIAL LIAB ANNUITIES PAYABLE 75762123 FEDERAL STUDENT LOAN FUNDS 30482511 ASSET RETIREMENT OBLIGATIONS 157614730 CAPITAL LEASE OBLIGATIONS 145337121 OPERATIONAL LEASE OBLIGATIONS 231705150 OTHER LIABILITIES 22938494 663840129 PART III, LINE 4: THE UNIVERSITY OF SOUTHERN CALIFORNIA RETAINS MULTIPLE COLLECTIONS OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS SUCH AS BOOKS, SCRIPTS, FILMS AND PHOTOGRAPHY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH AND PUBLIC EXHIBITION PURPOSES. PART IV, LINE 1B: THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS. PART V, LINE 4: THE INTENT OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO GENERATE THE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSES, INCLUDING EDUCATION, RESEARCH AND SCHOLARSHIPS. PART X, LINE 2: THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL. true true false true true true true false false false false false false false false true false true EXPLANATION FOR LINE 3: NON-DISCRIMINATION POLICY THE UNIVERSITY MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THE UNIVERSITY OF SOUTHERN CALIFORNIA IS AN EQUAL OPPORTUNITY EMPLOYER AND EDUCATOR. PROUDLY PLURALISTIC AND FIRMLY COMMITTED TO PROVIDING EQUAL OPPORTUNITY FOR OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED AND BACKGROUND, THE UNIVERSITY STRIVES TO BUILD A COMMUNITY IN WHICH EACH PERSON RESPECTS THE RIGHTS OF OTHER PEOPLE TO LIVE, WORK AND LEARN IN PEACE AND DIGNITY, TO BE PROUD OF WHO AND WHAT THEY ARE, AND TO HAVE EQUAL OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL AS INDIVIDUALS AND MEMBERS OF SOCIETY. TO THIS END, THE UNIVERSITY PLACES GREAT EMPHASIS ON THOSE VALUES AND VIRTUES THAT BIND US TOGETHER AS HUMAN BEINGS AND MEMBERS OF THE TROJAN FAMILY. THE UNIVERSITY ENTHUSIASTICALLY SUPPORTS THIS POLICY IN ITS ENTIRETY, AND EXPECTS THAT EVERY PERSON ASSOCIATED WITH THE UNIVERSITY WILL GIVE CONTINUING SUPPORT TO ITS IMPLEMENTATION. THE UNIVERSITY IS COMMITTED TO COMPLYING WITH ALL APPLICABLE LAWS AND GOVERNMENTAL REGULATIONS AT EVERY LEVEL OF GOVERNMENT WHICH PROHIBIT DISCRIMINATION AGAINST, OR WHICH MANDATE THAT SPECIAL CONSIDERATION BE GIVEN TO STUDENTS AND APPLICANTS FOR ADMISSION, OR FACULTY, STAFF AND APPLICANTS FOR EMPLOYMENT ON THE BASIS OF ANY PROTECTED CATEGORY, INCLUDING RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGION, GENDER, SEXUAL ORIENTATION, AGE, PHYSICAL DISABILITY, MENTAL DISABILITY, MARITAL STATUS, VETERAN STATUS, GENETIC INFORMATION, OR ANY OTHER CHARACTERISTIC WHICH MAY FROM TIME TO TIME BE SPECIFIED IN SUCH LAWS AND REGULATIONS. GENDER INCLUDES BOTH THE ACTUAL SEX OF AN INDIVIDUAL AND THAT PERSON'S GENDER IDENTITY, APPEARANCE OR BEHAVIOR, WHETHER OR NOT THAT IDENTITY, APPEARANCE OR BEHAVIOR IS TRADITIONALLY ASSOCIATED WITH THAT PERSON'S SEX AT BIRTH. THIS POLICY APPLIES TO ALL OF THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES INCLUDING ADMISSIONS, AND ALL PERSONNEL ACTIVITIES INCLUDING BUT NOT LIMITED TO RECRUITING, HIRING, PROMOTION, DEMOTION, COMPENSATION, BENEFITS, TRANSFERS, LAYOFFS, RETURN FROM LAYOFF, PROVISION OF LEAVES, TRAINING, EDUCATION, TUITION ASSISTANCE AND OTHER PROGRAMS. IN ADDITION, AN OTHERWISE QUALIFIED INDIVIDUAL MUST NOT BE DISCRIMINATED AGAINST IN, OR EXCLUDED FROM, ADMISSIONS, PARTICIPATION IN EDUCATIONAL PROGRAMS AND ACTIVITIES, OR EMPLOYMENT SOLELY DUE TO HIS OR HER DISABILITY. THE UNIVERSITY SEEKS COMPLIANCE WITH ALL STATUTES PROHIBITING DISCRIMINATION IN EDUCATION, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, SECTION 504 OF THE REHABILITATION ACT OF 1973, THE AGE DISCRIMINATION ACT OF 1975, AND THE AMERICANS WITH DISABILITIES ACT OF 1990 WHICH RESPECTIVELY PROHIBIT DISCRIMINATION. THIS GOOD FAITH EFFORT TO COMPLY IS MADE EVEN WHEN SUCH LAWS AND REGULATIONS CONFLICT WITH EACH OTHER. THE UNIVERSITY WILL MAKE REASONABLE ACCOMMODATIONS FOR QUALIFIED INDIVIDUALS WITH KNOWN DISABILITIES UNLESS DOING SO WOULD RESULT IN UNDUE HARDSHIP. IN GENERAL, THE UNIVERSITY DOES NOT SOLICIT OUTSIDE OF ITS WEBSITE AND ADMISSIONS MATERIALS. THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, IN THE FACULTY HANDBOOK, IN SCAMPUS (THE STUDENT HANDBOOK), AND ALSO IN THE UNIVERSITY COURSE CATALOGUE. IN ADDITION, IT IS COMMUNICATED TO ALL STUDENTS DURING ORIENTATION, TO ALL NEW EMPLOYEES WITHIN 60 DAYS OF HIRE, AND TO ALL EMPLOYEES EVERY 2 YEARS AS PART OF THE UNIVERSITY'S HARASSMENT AND DISCRIMINATION PREVENTION TRAINING. EXPLANATION FOR LINE 6A: THE UNIVERSITY OF SOUTHERN CALIFORNIA RECEIVES FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL MISSION. true Central America and the Caribbean 0 2 Program Services INSTRUCT,EXCUR,TRAVEL 5928 East Asia and the Pacific 0 4 Program Services INSTRUCT,EXCUR,TRAVEL 439054 Europe (Including Iceland and Greenland) 0 56 Program Services INSTRUCT,EXCUR,TRAVEL 2093088 Middle East and North Africa 0 0 Program Services INSTRUCT,EXCUR,TRAVEL 60828 North America 0 37 Program Services INSTRUCT,EXCUR,TRAVEL 192485 Russia and the Newly Independent States 0 0 Program Services INSTRUCT,EXCUR,TRAVEL 12771 South America 0 26 Program Services INSTRUCT,EXCUR,TRAVEL 225977 South Asia 0 3 Program Services INSTRUCT,EXCUR,TRAVEL 43777 Sub-Saharan Africa 0 24 Program Services INSTRUCT,EXCUR,TRAVEL 125597 Central America and the Caribbean 0 0 Program Services RESEARCH 553 East Asia and the Pacific 0 0 Program Services RESEARCH 145967 Europe (Including Iceland and Greenland) 0 6 Program Services RESEARCH 600593 Middle East and North Africa 0 1 Program Services RESEARCH 182420 North America 0 0 Program Services RESEARCH 129984 South America 0 0 Program Services RESEARCH 56071 South Asia 0 0 Program Services RESEARCH 10057 Sub-Saharan Africa 0 0 Program Services RESEARCH 190380 Central America and the Caribbean 0 0 Program Services STUDENT ABROAD 68821 East Asia and the Pacific 0 0 Program Services STUDENT ABROAD 169243 Europe (Including Iceland and Greenland) 0 0 Program Services STUDENT ABROAD 273916 Middle East and North Africa 0 0 Program Services STUDENT ABROAD 55327 North America 0 0 Program Services STUDENT ABROAD 64021 East Asia and the Pacific 6 25 Program Services RECRUITMENT 2108454 Europe (Including Iceland and Greenland) 1 2 Program Services RECRUITMENT 177242 Middle East and North Africa 0 3 Program Services RECRUITMENT 61606 North America 1 1 Program Services RECRUITMENT 213110 South America 1 1 Program Services RECRUITMENT 141900 South Asia 2 1 Program Services RECRUITMENT 324344 East Asia and the Pacific 0 134 Program Services International Experien 3078397 Europe (Including Iceland and Greenland) 0 52 Program Services International Experien 710014 Middle East and North Africa 0 9 Program Services International Experien 145081 North America 0 3 Program Services International Experien 218997 East Asia and the Pacific 0 0 Grantmaking 4226039 Europe (Including Iceland and Greenland) 0 0 Grantmaking 992063 Middle East and North Africa 0 0 Grantmaking 100645 North America 0 0 Grantmaking 3028848 South America 0 0 Grantmaking 233312 South Asia 0 0 Grantmaking 1419444 Sub-Saharan Africa 0 0 Grantmaking 23668 Central America and the Caribbean 0 0 Investments 1397638399 East Asia and the Pacific 0 0 Investments 5489097 Europe (Including Iceland and Greenland) 0 0 Investments 370825847 0 159 11 231 11 390 4515530 1791787835 1796303365 East Asia and the Pacific RESEARCH SUBAWARD 2266404 WIRE East Asia and the Pacific RESEARCH SUBAWARD 13373 CHECK East Asia and the Pacific RESEARCH SUBAWARD 34993 WIRE East Asia and the Pacific RESEARCH SUBAWARD 28350 WIRE East Asia and the Pacific RESEARCH SUBAWARD 637676 WIRE East Asia and the Pacific RESEARCH SUBAWARD 241511 WIRE East Asia and the Pacific RESEARCH SUBAWARD 167850 WIRE East Asia and the Pacific RESEARCH SUBAWARD 245161 WIRE East Asia and the Pacific RESEARCH SUBAWARD 148034 WIRE East Asia and the Pacific RESEARCH SUBAWARD 23152 WIRE East Asia and the Pacific RESEARCH SUBAWARD 200770 WIRE East Asia and the Pacific RESEARCH SUBAWARD 218764 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 160893 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 41647 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 38558 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 50000 CHECK Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 13247 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 62218 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 212500 CHECK Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 49786 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 20274 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 211950 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 25427 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 61364 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 44200 WIRE Sub-Saharan Africa RESEARCH SUBAWARD 9301 WIRE Sub-Saharan Africa RESEARCH SUBAWARD 25515 WIRE Middle East and North Africa RESEARCH SUBAWARD 65433 WIRE North America RESEARCH SUBAWARD 117869 WIRE North America RESEARCH SUBAWARD 17410 WIRE North America RESEARCH SUBAWARD 206790 CHECK North America RESEARCH SUBAWARD 176369 CHECK North America RESEARCH SUBAWARD 88073 WIRE North America RESEARCH SUBAWARD 1924410 CHECK North America RESEARCH SUBAWARD 23966 WIRE North America RESEARCH SUBAWARD 108305 CHECK North America RESEARCH SUBAWARD 365657 WIRE South America RESEARCH SUBAWARD 95072 WIRE South America RESEARCH SUBAWARD 138240 EFT South Asia RESEARCH SUBAWARD 625603 WIRE South Asia RESEARCH SUBAWARD 290979 WIRE South Asia RESEARCH SUBAWARD 502862 WIRE Sub-Saharan Africa RESEARCH SUBAWARD 13703 WIRE Sub-Saharan Africa RESEARCH SUBAWARD 9965 WIRE 44 true true true true true true PART I, LINE 2: THE UNIVERSITY WIRES ITS OFFICE EXPENSES ON A MONTHLY BASIS. THE MONTHLY EXPENSES CONSIST OF FIXED COSTS: PAYROLL, RENT, OCCUPANCY COSTS (SUCH AS PHONE/INTERNET/FAX, CLEANING, ELECTRICITY), CONSULTANTS SUCH AS ACCOUNTANTS, BANK FEES AND NON-FIXED, SUCH AS SUPPLIES, TRAVEL, MEALS AND ENTERTAINMENT AND SOME MISCELLANEOUS COSTS. THE OFFICES SEND THEIR EXPENSE REPORTS INCLUDING BACKUP (INVOICES/RECEIPTS) TO THE UNIVERSITY ALONG WITH MONTHLY BANK STATEMENTS. ALL EXPENDITURES DOMESTIC AND INTERNATIONAL MUST COMPLY WITH OUR EXPENDITURE MANUAL AND THE UNIVERSITY'S SENIOR BUSINESS OFFICERS ARE RESPONSIBLE FOR COMPLYING WITH THESE POLICIES AND REGULATIONS. EXPENDITURES RELATED TO RESEARCH GRANTS ARE CONTINUALLY MONITORED BY PRINCIPAL INVESTIGATORS ASSOCIATED WITH THAT AWARD. PART I, LINE 3, COLUMN (F) AND PART II, LINE 1: EXPENSES REPORTED IN SCHEDULE F, PART I, LINE 3, COLUMN (F) AND SCHEDULE F, PART II, LINE 1 ARE DERIVED FROM USC'S BOOKS AND RECORDS, WHICH ARE MAINTAINED ON THE ACCRUAL BASIS OF ACCOUNTING. X X X X X X true ALBERT CHECCIO LLC FUNDRAISING CONSULTING false 45000 0 45000 0 AR CA CO CT FL GA IN IA KS KY LA MD MA MI MN MS NJ NM NY NC OH OR PA SC SD VT VA WV WI ARC GUILD AWARD 1108250 828950 279300 0 0 568084 129749 5191 143255 NIA GALA 1027501 1500 1026001 0 4728 105919 103261 4050 248255 7 1997925 1199338 798587 0 17095 577466 515965 64546 1143008 4133676 2029788 2103888 0 21823 1251469 748975 73787 1534518 3630572 -1526684 true 24th STreet Theatre Company 1117 West 24th Street Los Angeles CA 90007 954607337 501(C)(3) 22400 GENERAL SUPPORT 826LA 1714 West Sunset Boulevard Los Angeles CA 90026 954447561 501(C)(3) 16000 GENERAL SUPPORT Alcott Center for Mental Health Services 1433 SRobertson Blvd Los Angeles CA 90035 953392564 501(C)(3) 7500 GENERAL SUPPORT Boys & Girls Club of West San Gabriel Valley 328 S Ramona Ave Monterey Park CA 91754 952782501 501(C)(3) 21000 GENERAL SUPPORT Building Skills Partnership 828 W WASHINGTON BLVD Los Angeles CA 90015 261254255 501(C)(3) 17500 GENERAL SUPPORT Collective REMAKE 5582 Village Green Los Angeles CA 90016 830769986 501(C)(3) 24000 GENERAL SUPPORT Community Partners 1000 N Alameda St Los Angeles CA 90012 954302067 501(C)(3) 498280 GENERAL SUPPORT Community Services Unlimited Inc 6569 South Vermont Ave Los Angeles CA 90044 953218396 501(C)(3) 32880 GENERAL SUPPORT Esperanza Community Housing Corporation 3655 SGrand Ave 280 Los Angeles CA 90007 954230345 501(C)(3) 17500 GENERAL SUPPORT FEAST 3655 South Grand Ave Los Angeles CA 90007 464312265 501(C)(3) 10000 GENERAL SUPPORT Fulcrum Arts 145 North Raymond Avenue Pasadena CA 91103 952540759 501(C)(3) 25000 GENERAL SUPPORT Hollenbeck PAL 126 N ST Louis Street Los Angeles CA 90033 010780689 501(C)(3) 17500 GENERAL SUPPORT It's Bigger Than Us 1892 Cedar Street Unit B Alhambra CA 91801 833136505 501(C)(3) 20000 GENERAL SUPPORT Jazz Hands for Autism 10220 Culver Blvd101 Culver City CA 90232 471719982 501(C)(3) 28500 GENERAL SUPPORT Khalsa Peace Corps 2245 Old Waterman Canyon Rd San Bernardino CA 92404 264601165 501(C)(3) 17500 GENERAL SUPPORT Living Advantage Inc 2734 Raymond Avenue Los Angeles CA 90007 954447561 501(C)(3) 21950 GENERAL SUPPORT Mount Olive Lutheran Church 1343 Ocean Park BLVD Santa Monica CA 90014 951757256 501(C)(3) 6300 GENERAL SUPPORT Network for Teaching Entrepreneurship (NFTE) LA 201 NBrand BLVd200 Glendale CA 91203 133408731 501(C)(3) 10650 GENERAL SUPPORT OUR HOUSE Grief Support Center 21860 Burbank BLVD Woodland Hills CA 91367 330529915 501(C)(3) 30400 GENERAL SUPPORT Pacific Asian Consortium in Employment 1055 Wilshire Blvd Los Angeles CA 90017 510192025 501(C)(3) 17420 GENERAL SUPPORT Plaza de la Raza 3540 Mission Road Los Angeles CA 90063 237109631 501(C)(3) 15000 GENERAL SUPPORT PressFriends Inc 2242 Estribo Dr Rolling Estate CA 90274 464364939 501(C)(3) 12600 GENERAL SUPPORT Project Scientist PO Box 515 Laguna Beach CA 92652 461763945 501(C)(3) 35000 GENERAL SUPPORT PUENTE Learning Center 501 South Boyle Ave Los Angeles CA 90033 954242175 501(C)(3) 20000 GENERAL SUPPORT Redeemer Community Partnership PO Box 180499 Los Angeles CA 90018 912144336 501(C)(3) 17340 GENERAL SUPPORT Rise Education Fund 820 Kodak Drive Los Angeles CA 90026 843954465 501(C)(3) 21000 GENERAL SUPPORT Sacred Heart Elementary School 2109 Sichel Street Los Angeles CA 90031 951641965 501(C)(3) 9920 GENERAL SUPPORT School on Wheels Inc 3150 NSanFernando Rd Los Angeles CA 90065 954422640 501(C)(3) 24500 GENERAL SUPPORT Social and Environmental Entrepreneurs 23564 Calabasas Rd201 Calabasas CA 91302 954116679 501(C)(3) 17500 GENERAL SUPPORT SOLA Community Peace Center 3651 SouthVermont Ave Los Angeles CA 90007 371945764 501(C)(3) 21600 GENERAL SUPPORT The Book Truck 733 WALNUT AVE Long Beach CA 90813 453025073 501(C)(3) 5030 GENERAL SUPPORT The Jester & Pharley Phund PO Box 817 Palos Verdes Estates CA 90274 954785834 501(C)(3) 15400 GENERAL SUPPORT Trauma Informed LA 849 S Broadway 810 Los Angeles CA 90014 472931858 501(C)(3) 10000 GENERAL SUPPORT Turning Point Alcohol and Drug Education Program 14906 GREVILLEA AVE LAWNDALE CA 90260 871167297 501(C)(3) 25000 GENERAL SUPPORT Variety Boys & Girls Club 3756 Santa Rosalia Dr STE 617 Los Angeles CA 90008 264464781 501(C)(3) 16000 GENERAL SUPPORT Water Drop LA 2530 Cincinnati St Los Angeles CA 90033 852327993 501(C)(3) 16720 GENERAL SUPPORT Wellnest Emotional Health & Wellness 3031 SouthVermont Ave Los Angeles CA 90007 951690974 501(C)(3) 20000 GENERAL SUPPORT Youth Business Alliance 8200 Wilshire BLVdSTE 200 Beverly Hills CA 90211 462067337 501(C)(3) 6400 GENERAL SUPPORT USC HEALTH SYSTEM 1510 SAN PABLO STREET Los Angeles CA 900895013 850666499 501(C)(3) 1708044 GENERAL SUPPORT 39 STUDENT FINANCIAL AID 26855 762819665 N/A N/A SCHEDULE I PART I, LINE 2 USC NEIGHBORHOOD OUTREACH FUNDS ARE DISTRIBUTED THROUGH A COMPETITIVE GRANT MAKING PROCESS. A GRANT REVIEW COMMITTEE COMPRISED OF UNIVERSITY FACULTY, AND STAFF VOLUNTEERS REVIEWS ALL GRANTS, AND PROVIDES FUNDING RECOMMENDATIONS BASED ON A SET OF CRITERIA. ALL FINAL GRANT AWARD DECISIONS ARE MADE BY CIVIC ENGAGEMENT. USC NEIGHBORHOOD OUTREACH MONITORS THE GRANT AWARDS THROUGH AN INTERIM REPORT SIX MONTHS INTO THE PROJECT, AND A FINAL CUMULATIVE REPORT AT THE END OF THE PROJECT. WE CONDUCT AD HOC SITE VISITS TO OBSERVE THE PROGRAM AND REVIEW EDUCATION CONSORTIUM OF CENTRAL LA (ECCLA) ACCOUNTING RECORDS. THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS ONE OF THE NATION'S LARGEST FINANCIAL AID PROGRAMS THROUGH ITS FINANCIAL AID OFFICE, AWARDING $762 MILLION IN AID TO OVER TWO-THIRDS OF OUR UNDERGRADUATE STUDENTS. WE WILL MEET THE FULL USC-DETERMINED FINANCIAL NEED OF ALL ADMITTED UNDERGRADUATE STUDENTS WHO MEET ALL FEDERAL, STATE, AND UNIVERSITY ELIGIBILITY REQUIREMENTS AND DEADLINES. STUDENTS AND THEIR PARENTS ARE REQUIRED TO SUBMIT ALL APPLICATIONS AND SUPPORT DOCUMENTS, MEETING ALL DEADLINES, IN ORDER TO MAKE THEIR CLAIM FOR FINANCIAL ASSISTANCE AND TO BE CONSIDERED FOR FINANCIAL AID. PART II THE UNIVERSITY OF SOUTHERN CALIFORNIA ALSO ADMINISTERS SUB-AWARDS FOR RESEARCH TO OTHER ORGANIZATIONS IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT REPORT THESE SUB-AWARDS AS GRANTS ON FORM 990, SCHEDULE I SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY. PART III, COLUMN(C) THE CASH GRANT IS REFLECTED ON STUDENT ACCOUNTS. X X X X X X false true X X X X X true true false false false false false true true true CAROL L FOLT PRESIDENT/TRUSTEE 1766635 0 850000 0 1056979 0 931667 0 22828 0 4628109 0 0 0 ERIK BRINK SEE SCHEDULE O FOR TITLE 560155 0 80000 0 57131 0 30500 0 71038 0 798824 0 0 0 CAROLYN DOMEN-BROSHEARS SECRETARY OF THE UNIVERSITY 353679 0 50000 0 33409 0 30500 0 8334 0 475922 0 0 0 SAMUEL GARRISON SVP, UNIVERSITY RELATIONS 455920 0 125000 0 69575 0 30500 0 45825 0 726820 0 0 0 ELIZABETH GRADDY SEE SCHEDULE O FOR TITLE 461025 0 50000 0 44947 0 30500 0 19601 0 606073 0 0 0 KYLE HENLEY SEE SCHEDULE O FOR TITLE 441562 0 0 0 119072 0 16250 0 42572 0 619456 0 0 0 BEONG-SOO KIM SVP & GENERAL COUNSEL 737879 0 300000 0 139109 0 230500 0 6058 0 1413546 0 0 0 ISHWAR K PURI SEE SCHEDULE O FOR TITLE 629626 0 91667 0 66536 0 23933 0 16354 0 828116 0 0 0 STEVEN D SHAPIRO SEE SCHEDULE O FOR TITLE 1522927 0 1000000 0 336094 0 530500 0 40640 0 3430161 0 625000 0 JAMES M STATEN SEE SCHEDULE O FOR TITLE 1524938 0 100000 0 291250 0 30500 0 48471 0 1995159 0 0 0 TRACEY VRANICH SEE SCHEDULE O FOR TITLE 648381 0 125000 0 97036 0 30500 0 29821 0 930738 0 0 0 FELICIA A WASHINGTON SVP, HUMAN RESOURCES 675346 0 300000 0 482885 0 30500 0 32656 0 1521387 0 200000 0 DAVID W WRIGHT SVP, ADMINISTRATION 500741 0 200000 0 106262 0 30500 0 30728 0 868231 0 0 0 CHARLES F ZUKOSKI SEE SCHEDULE O FOR TITLE 845814 0 50000 0 1137222 0 130500 0 36008 0 2199544 0 0 0 AMY DIAMOND CHIEF INVESTMENT OFFICER 849541 0 382969 0 150784 0 413469 0 33059 0 1829822 0 237500 0 GEOFFREY GARRETT DEAN, MARSHALL SCHOOL OF BUS. 842254 0 150000 0 176015 0 30500 0 35119 0 1233888 0 50000 0 ROD HANNERS CEO KECK MEDICINE OF USC 1176716 0 596612 0 233075 0 30500 0 27777 0 2064680 0 37500 0 CAROLYN MELTZER MD SEE SCHEDULE O FOR TITLE 1070879 0 216667 0 0 0 0 0 28361 0 1315907 0 0 0 AMBER MILLER SEE SCHEDULE O FOR TITLE 538174 0 50000 0 102516 0 30500 0 31503 0 752693 0 0 0 NARSING RAO MD SEE SCHEDULE O FOR TITLE 384522 0 0 0 31600 0 30500 0 32804 0 479426 0 0 0 YANNIS C YORTSOS DEAN, VITERBI SCHOOL OF ENG. 485475 0 65000 0 26460 0 30500 0 37045 0 644480 0 0 0 ANDY ENFIELD MEN'S HEAD BASKETBALL COACH 3558175 0 179000 0 391807 0 30500 0 44625 0 4204107 0 0 0 ALEXANDER GRINCH ASSISTANT FOOTBALL COACH 1966034 0 0 0 2339727 0 0 0 38528 0 4344289 0 0 0 LINCOLN RILEY HEAD FOOTBALL COACH 9967417 0 0 0 9616444 0 30500 0 45501 0 19659862 0 0 0 VAUGHN STARNES MD CHAIR & DIST PROG SURGERY 3415992 0 0 0 313120 0 30500 0 41913 0 3801525 0 0 0 LOUIS VANDERMOLEN MD PROFESSOR OF CLINICAL MEDICINE 3154023 0 0 0 396360 0 158833 0 40640 0 3749856 0 8000 0 DAVID BROWN SEE SCHEDULE O FOR TITLE 108066 0 0 0 45932 0 16160 0 18970 0 189128 0 0 0 CHARLES HELTON See Schedule O for title 0 0 0 0 3987310 0 0 0 0 0 3987310 0 0 0 GARETH JAMES SEE SCHEDULE O FOR TITLE 189989 0 0 0 20500 0 21344 0 2967 0 234800 0 0 0 LAURA MOSQUEDA SEE SCHEDULE O FOR TITLE 836431 0 125000 0 89120 0 30500 0 24221 0 1105272 0 0 0 CHRYSOSTOMOS L NIKIAS SEE SCHEDULE O FOR TITLE 853954 0 0 0 2196096 0 30500 0 20942 0 3101492 0 524583 0 GLENN OSAKI SEE SCHEDULE O FOR TITLE 320354 0 0 0 42805 0 29538 0 43487 0 436184 0 0 0 MICHAEL QUICK SEE SCHEDULE O FOR TITLE 590828 0 0 0 52361 0 30500 0 11642 0 685331 0 0 0 PART I, LINE 1A AND LINE 1B: FIRST-CLASS TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA REQUIRES THAT ECONOMY-CLASS (COACH) TRAVEL BE UTILIZED FOR UNIVERSITY BUSINESS. FIRST AND BUSINESS CLASS AIR TRAVEL IS ONLY ALLOWED WHEN THERE IS ADVANCE WRITTEN APPROVAL, WHEN IT IS NECESSARY FOR MEDICAL REASONS, OR WHEN COACH CLASS IS UNAVAILABLE. THERE IS NO VALUE INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO FLEW FIRST CLASS DURING CALENDAR YEAR 2022 INCLUDED THREE OFFICERS AND TWO KEY EMPLOYEES. CHARTER TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES CHARTER TRAVEL ON OCCASION FOR ATHLETIC TEAM EVENTS FOR CERTAIN INDIVIDUALS AS PART OF THEIR OFFICIAL RESPONSIBILITIES TO THE UNIVERSITY OF SOUTHERN CALIFORNIA. THERE IS NO VALUE IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID FOR SUCH ATHLETIC TEAM EVENTS. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO UTILIZED CHARTER TRAVEL FOR ATHLETIC TEAM EVENTS DURING CALENDAR YEAR 2022 INCLUDED TWO HIGHEST COMPENSATED EMPLOYEES. ONE HIGHEST COMPENSATED EMPLOYEE UTILIZED CHARTER TRAVEL DURING CALENDAR YEAR 2022 FOR PERSONAL TRAVEL WHICH WAS PROVIDED FOR IN THEIR EMPLOYMENT CONTRACT AND WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III). TRAVEL FOR COMPANIONS: THE UNIVERSITY OF SOUTHERN CALIFORNIA REQUIRES THAT ECONOMY-CLASS (COACH) TRAVEL BE UTILIZED FOR COMPANIONS. BUSINESS CLASS AIR TRAVEL IS ONLY ALLOWED WHEN THERE IS ADVANCE WRITTEN APPROVAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO UTILIZED TRAVEL FOR A COMPANION FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2022 INCLUDED ONE OFFICER AND ONE HIGHEST COMPENSATED EMPLOYEE. ONE HIGHEST COMPENSATED EMPLOYEE UTILIZED TRAVEL FOR COMPANIONS FOR BUSINESS AND NON-BUSINESS PURPOSES DURING CALENDAR YEAR 2022 WHICH WAS PROVIDED FOR IN THEIR EMPLOYMENT CONTRACT. THE VALUE OF THE NON-BUSINESS TRAVEL WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III). TAX GROSS-UP PAYMENTS: DURING CALENDAR YEAR 2022 ONE OFFICER, TWO HIGHEST COMPENSATED EMPLOYEES AND ONE FORMER HIGHEST COMPENSATED EMPLOYEE RECEIVED TAX GROSS-UP PAYMENTS. THE PAYMENTS ARE REPORTED ON FORM W-2 AS TAXABLE COMPENSATION AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B) (III). RESIDENCE FOR PERSONAL USE: ONE OFFICER HAD USE OF A UNIVERSITY OWNED CONDOMINIUM DURING CALENDAR YEAR 2022 WHICH WAS PROVIDED FOR IN THAT OFFICER'S EMPLOYMENT CONTRACT AND THE IMPUTED VALUE WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). AS THE UNIVERSITY DOES NOT HAVE ON-CAMPUS HOUSING AVAILABLE FOR THE PRESIDENT'S USE BUT REQUIRES THE PRESIDENT TO LIVE IN A PRESIDENTIAL HOME AS A CONDITION OF EMPLOYMENT, THE PRESIDENT (DR. FOLT) WAS PROVIDED WITH OFF CAMPUS HOUSING PURSUANT TO HER EMPLOYMENT AGREEMENT. BECAUSE THE PROVISION OF OFF-CAMPUS HOUSING IS TAXABLE, THE BOARD DETERMINED IT WAS APPROPRIATE TO GROSS UP THE HOUSING BENEFIT. THE GROSSED UP BENEFIT WAS NOT DIRECTLY PROVIDED TO THE PRESIDENT AS CASH COMPENSATION BUT WAS INSTEAD REPORTED ON FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PAYMENT TO OR REIMBURSEMENT FOR AN INDIVIDUAL'S MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB FOR BUSINESS PURPOSES IS MADE AVAILABLE IN CERTAIN EMPLOYMENT CONTRACTS OR IS OTHERWISE APPROVED BY THE APPLICABLE SENIOR VICE PRESIDENT OR THE PRESIDENT. THE VALUE OF MEMBERSHIPS PROVIDED FOR BUSINESS PURPOSES IS NOT INCLUDED IN AN INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME. ANY PERSONAL USE OF THESE MEMBERSHIPS IS PAID FOR BY THE INDIVIDUAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB DURING CALENDAR YEAR 2022 INCLUDED FOUR OFFICERS, ONE KEY EMPLOYEE, TWO HIGHEST COMPENSATED EMPLOYEES, ONE FORMER OFFICER AND ONE FORMER KEY EMPLOYEE. PERSONAL SERVICES: CERTAIN INDIVIDUALS RECEIVED PERSONAL SERVICES, INCLUDING FINANCIAL PLANNING. SUCH SERVICES ARE MADE AVAILABLE IN EMPLOYMENT CONTRACTS AND THE VALUE OF THE SERVICES, IF USED, WAS INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). THE LISTED INDIVIDUALS WHO RECEIVED SUCH BENEFIT DURING CALENDAR YEAR 2022 INCLUDED FOUR OFFICERS, ONE HIGHEST COMPENSATED EMPLOYEE, AND ONE FORMER OFFICER. THE PRESIDENT RECEIVED HOUSE MANAGEMENT SERVICES PURSUANT TO HER CONTRACT. THE VALUE OF THE SERVICES NOT RELATED TO UNIVERSITY BUSINESS WAS REPORTED ON FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). ONE OFFICER, ONE HIGHEST COMPENSATED EMPLOYEE, AND ONE FORMER OFFICER RECEIVED THE SERVICES OF A CAR AND DRIVER. SUCH SERVICES WERE APPROVED AS PART OF THE INDIVIDUALS' EMPLOYMENT CONTRACTS, AND THE VALUES OF TAXABLE SERVICES WERE INCLUDED IN THE INDIVIDUALS' FORM W-2 AS TAXABLE INCOME AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4A: CHARLES HELTON, IN CONNECTION WITH HIS RESIGNATION OF HIS POSITION AND SEPARATION FROM THE UNIVERSITY, WAS ENTITLED TO SEPARATION PAYMENTS. SEPARATION PAYMENTS INCLUDED A SERIES OF MONTHLY PAYMENTS WHICH TOTALED $3,984,261 DURING CALENDAR YEAR 2022. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B: CAROL FOLT: DURING THE CALENDAR YEAR THE PRESIDENT PARTICIPATED IN TWO RETENTION PROGRAMS. UNDER THE FIRST PLAN, A PAYMENT OF $2,000,000 (ACCRUING AT $666,667 PER FISCAL YEAR, PLUS INTEREST, BEGINNING ON JULY 1, 2021, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE) IS SCHEDULED TO VEST AND BE PAYABLE IN 2024. A RATABLE ACCRUAL OF $666,667 FROM CALENDAR YEAR 2022 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). UNDER THE SECOND PLAN, 10% OF THE PRESIDENT'S COMBINED BASE SALARY AND BONUS LESS THE PRESIDENT'S SECTION 401(A) CONTRIBUTION FOR THE YEAR IS DEFERRED SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND SCHEDULED TO VEST (PLUS INTEREST) AND BE PAYABLE IN 2024. THE PLAN WAS EFFECTIVE STARTING IN DECEMBER 2021. A RATABLE ACCRUAL OF $234,500 FROM THE CALENDAR YEAR IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). BEONG-SOO KIM: DURING CALENDAR YEAR 2022, SENIOR VICE PRESIDENT & GENERAL COUNSEL, PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $1,000,000 (ACCRUING AT $200,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2026 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $200,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). STEVEN D. SHAPIRO: UNDER HIS EMPLOYMENT AGREEMENT, THE SENIOR VICE PRESIDENT OF HEALTH AFFAIRS WAS ELIGIBLE FOR BONUSES IN GUARANTEED AMOUNTS. A PAYMENT OF $1,000,000 VESTED AND WAS PAYABLE IN JUNE 2022. ANOTHER PAYMENT OF AT LEAST $750,000 IS SCHEDULED TO VEST AND BE PAYABLE IN JUNE 2023. THE BONUSES ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. A RATABLE ACCRUAL OF $375,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). DURING CALENDAR YEAR 2022, HE PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $1,000,000 (ACCRUING AT $200,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2026 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $125,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). FELICIA A. WASHINGTON: DURING CALENDAR YEAR 2022, SVP, HUMAN RESOURCES, PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $200,000 (ACCRUING AT $100,000 PER YEAR) VESTED AND WAS PAYABLE IN CALENDAR YEAR 2022 AND HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). THIS PLAN WAS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. CHARLES ZUKOSKI: DURING CALENDAR YEAR 2022, PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS, PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $500,000 (ACCRUING AT $100,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2024 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AS CHARLES ZUKOSKI STEPPED DOWN FROM HIS OFFICER POSITION AT THE UNIVERSITY ON DECEMBER 31, 2022, HE WILL NOT RECEIVE A CALENDAR YEAR 2023 ACCRUAL OR A 2024 PAYMENT UNDER THIS RETENTION PROGRAM. AMY DIAMOND: THE CHIEF INVESTMENT OFFICER IS ELIGIBLE TO RECEIVE AN ANNUAL AWARD DETERMINED BY PERFORMANCE AGAINST PRE-DESIGNATED TARGET BENCHMARKS. FIFTY PERCENT OF EACH ANNUAL INCENTIVE AWARD IS DEFERRED AND PAID AT THE END OF A TWO-YEAR DEFERRAL PERIOD AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PLAN IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE. THE 2022 PAYMENT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). AN ACCRUAL OF $382,969 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). GEOFFREY GARRETT: UNDER HIS EMPLOYMENT AGREEMENT, DEAN, MARSHALL SCHOOL OF BUSINESS, WAS ENTITLED TO A BONUS IN A GUARANTEED AMOUNT OF $150,000 DURING CALENDAR YEAR 2022 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PAYMENT AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). ROD HANNERS: DURING CALENDAR YEAR 2022, CEO OF KECK MEDICINE OF USC, PARTICIPATED IN A RETENTION PROGRAM. THE RETENTION AWARDS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. A PAYMENT OF $250,000 VESTED IN DECEMBER 2021 AND WAS PAID IN FEBRUARY 2022. THE PAYMENT AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). ANOTHER PAYMENT OF $250,000 WAS SCHEDULED TO VEST IN DECEMBER 2022 AND BE PAYABLE IN JANUARY 2023. A RATABLE ACCRUAL OF $0 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C) AS THE PAYMENT WAS MADE WITHIN TWO AND A HALF MONTHS AFTER THE END OF CALENDAR YEAR 2022. LOUIS VANDERMOLEN: DURING CALENDAR YEAR 2022, PROFESSOR OF CLINICAL MEDICINE, PARTICIPATED IN A RETENTION PROGRAM. A TOTAL OF $500,000 IS SCHEDULED TO VEST AND BE PAYABLE AT $100,000 PER YEAR FOR FIVE YEARS STARTING IN 2022 AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PAYMENT AMOUNT OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). FOR CALENDAR YEAR 2022 A RATABLE ACCRUAL OF $128,333 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). CHRYSOSTOMOS L. NIKIAS: WHILE SERVING AS PRESIDENT, THE FORMER PRESIDENT (UNTIL 8/07/18) PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN (SERP). IN CALENDAR YEAR 2022, HE RECEIVED PAYMENTS FROM THIS PLAN WHICH WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. FOR CALENDAR YEAR 2022 AN AMOUNT OF $1,521,009 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). OTHER: IN 1994 USC CREATED A 457(F) SUPPLEMENTAL RETIREMENT PLAN TO PROVIDE MAKE-UP BENEFITS TO EMPLOYEES WHOSE COMPENSATION EXCEEDED THE EARNINGS LIMITATION FOR CONTRIBUTIONS TO THE USC DEFINED CONTRIBUTION RETIREMENT PLAN. AS OF JANUARY 1, 2005, THE PLAN WAS FROZEN AND PARTICIPANTS, WITH RESPECT TO FUTURE MAKE-UP BENEFITS, WERE NO LONGER PERMITTED TO DEFER THESE BENEFITS. PART I, LINE 7: CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED MERIT BASED BONUSES AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SEE ALSO LINE 4B DISCLOSURE FOR AMY DIAMOND. PART I, LINE 8: THE DEAN, KECK SCHOOL OF MEDICINE (AS OF 3/01/22), IS SERVING UNDER HER INITIAL CONTRACT WITH THE UNIVERSITY. PART II, COLUMN B(III) INCLUDED AS PART OF TAXABLE COMPENSATION ON FORM W-2 PROVIDED TO LINCOLN RILEY AND ALEXANDER GRINCH, LISTED IN FORM 990, PART VII, ARE THE VALUE OF THE INDIVIDUALS' BUY-OUT OBLIGATIONS TO THE INDIVIDUALS' PREVIOUS EMPLOYERS, THE VALUE OF WHICH IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). AMBER MILLER EMPLOYEE HOUSING LOAN X 500000 200000 false true true AMBER MILLER EMPLOYEE HOUSING LOAN X 500000 410836 false true true CHRYSOSTOMOS L NIKIAS EMPLOYEE HOUSING LOAN X 3000000 1000000 false true true TRACEY VRANICH EMPLOYEE HOUSING LOAN X 250000 166670 false true true TRACEY VRANICH EMPLOYEE HOUSING LOAN X 250000 212931 false true true AMY DIAMOND EMPLOYEE HOUSING LOAN X 1000000 1000000 false true true CHARLES F ZUKOSKI EMPLOYEE HOUSING LOAN X 1000000 700000 false true true GEOFFREY GARRETT EMPLOYEE HOUSING LOAN X 750000 600000 false true true CAROLYN MELTZER MD EMPLOYEE HOUSING LOAN X 1000000 1000000 false true true CAROLYN MELTZER MD EMPLOYEE HOUSING LOAN X 960000 924428 false true true STEVEN D SHAPIRO EMPLOYEE HOUSING LOAN X 1500000 1350000 false true true STEVEN D SHAPIRO EMPLOYEE HOUSING LOAN X 1500000 1428683 false true true FELICIA A WASHINGTON EMPLOYEE HOUSING LOAN X 1500000 1447551 false true true FELICIA A WASHINGTON EMPLOYEE HOUSING LOAN X 1220000 1080000 false true true SCOTT RABENOLD EMPLOYEE HOUSING LOAN X 2000000 1983723 false true true SCOTT RABENOLD EMPLOYEE HOUSING LOAN X 1000000 1000000 false true true ISHWAR K PURI EMPLOYEE HOUSING LOAN X 500000 486675 false true true ISHWAR K PURI EMPLOYEE HOUSING LOAN X 500000 500000 false true true KYLE HENLEY EMPLOYEE HOUSING LOAN X 500000 50000 false true true 15541497 ALEXANDRA GRADDY-REED DAUGHTER OF OFFICER 198638 USC EMPLOYEE false Beth Levinson Spouse of Officer 113939 USC EMPLOYEE false X 272 26879731 HIGH-LOW AVERAGE X EQUIPMENT 6 480787 FMV 7 false true true PART I, COLUMN(B): THE ORGANIZATION IS REPORTING: THE NUMBER OF DONATIONS RECEIVED FOR LINE 9, SECURITIES - PUBLICLY TRADED; AND THE NUMBER OF ITEMS RECEIVED FOR LINE 25, EQUIPMENT. PART I, LINE 32(A): THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES BROKERAGE FIRMS TO SELL NON-CASH CONTRIBUTIONS THAT THE UNIVERSITY RECEIVES AS GIFTS AND THE PROCEEDS ARE REMITTED BACK TO THE UNIVERSITY. FORM 990, PART I, LINE 1 AND PART III, LINE 1: THE CENTRAL MISSION OF THE UNIVERSITY OF SOUTHERN CALIFORNIA IS THE DEVELOPMENT OF HUMAN BEINGS AND SOCIETY AS A WHOLE THROUGH THE CULTIVATION AND ENRICHMENT OF THE HUMAN MIND AND SPIRIT. THE PRINCIPAL MEANS BY WHICH OUR MISSION IS ACCOMPLISHED ARE TEACHING, RESEARCH, ARTISTIC CREATION, PROFESSIONAL PRACTICE, AND SELECTED FORMS OF PUBLIC SERVICE. OUR FIRST PRIORITY AS FACULTY AND STAFF IS THE EDUCATION OF OUR STUDENTS, FROM FRESHMEN TO POSTDOCTORALS, THROUGH A BROAD ARRAY OF ACADEMIC, PROFESSIONAL, EXTRACURRICULAR, AND ATHLETIC PROGRAMS OF THE FIRST RANK. THE INTEGRATION OF LIBERAL AND PROFESSIONAL LEARNING IS ONE OF USC'S SPECIAL STRENGTHS. WE STRIVE CONSTANTLY FOR EXCELLENCE IN TEACHING KNOWLEDGE AND SKILLS TO OUR STUDENTS, WHILE AT THE SAME TIME HELPING THEM TO ACQUIRE WISDOM AND INSIGHT, LOVE OF TRUTH AND BEAUTY, MORAL DISCERNMENT, UNDERSTANDING OF SELF, AND RESPECT AND APPRECIATION FOR OTHERS. RESEARCH OF THE HIGHEST QUALITY BY OUR FACULTY AND STUDENTS IS FUNDAMENTAL TO OUR MISSION. USC IS ONE OF A VERY SMALL NUMBER OF PREMIER ACADEMIC INSTITUTIONS IN WHICH RESEARCH AND TEACHING ARE INEXTRICABLY INTERTWINED, AND ON WHICH THE NATION DEPENDS FOR A STEADY STREAM OF NEW KNOWLEDGE, ART, AND TECHNOLOGY. OUR FACULTY ARE NOT SIMPLY TEACHERS OF THE WORKS OF OTHERS, BUT ACTIVE CONTRIBUTORS TO WHAT IS TAUGHT, THOUGHT, AND PRACTICED THROUGHOUT THE WORLD. USC IS PLURALISTIC, WELCOMING OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED, AND BACKGROUND. WE ARE A GLOBAL INSTITUTION IN A GLOBAL CENTER, ATTRACTING MORE INTERNATIONAL STUDENTS OVER THE YEARS THAN ANY OTHER AMERICAN UNIVERSITY. AND WE ARE PRIVATE, UNFETTERED BY POLITICAL CONTROL, STRONGLY COMMITTED TO ACADEMIC FREEDOM, AND PROUD OF OUR ENTREPRENEURIAL HERITAGE. AN EXTRAORDINARY CLOSENESS AND WILLINGNESS TO HELP ONE ANOTHER ARE EVIDENT AMONG USC STUDENTS, ALUMNI, FACULTY, AND STAFF; INDEED, FOR THOSE WITHIN ITS COMPASS THE TROJAN FAMILY IS A GENUINELY SUPPORTIVE COMMUNITY. ALUMNI, TRUSTEES, VOLUNTEERS, AND FRIENDS OF USC ARE ESSENTIAL TO THIS FAMILY TRADITION, PROVIDING GENEROUS FINANCIAL SUPPORT, PARTICIPATING IN UNIVERSITY GOVERNANCE, AND ASSISTING STUDENTS AT EVERY TURN. IN OUR SURROUNDING NEIGHBORHOODS AND AROUND THE GLOBE, USC PROVIDES PUBLIC LEADERSHIP AND PUBLIC SERVICE IN SUCH DIVERSE FIELDS AS HEALTH CARE, ECONOMIC DEVELOPMENT, SOCIAL WELFARE, SCIENTIFIC RESEARCH, PUBLIC POLICY, AND THE ARTS. WE ALSO SERVE THE PUBLIC INTEREST BY BEING THE LARGEST PRIVATE EMPLOYER IN THE CITY OF LOS ANGELES, AS WELL AS THE CITY'S LARGEST EXPORT INDUSTRY IN THE PRIVATE SECTOR. USC HAS PLAYED A MAJOR ROLE IN THE DEVELOPMENT OF SOUTHERN CALIFORNIA FOR MORE THAN A CENTURY AND PLAYS AN INCREASINGLY IMPORTANT ROLE IN THE DEVELOPMENT OF THE NATION AND THE WORLD. WE EXPECT TO CONTINUE TO PLAY THESE ROLES FOR MANY CENTURIES TO COME. THUS OUR PLANNING, COMMITMENTS AND FISCAL POLICIES ARE DIRECTED TOWARD BUILDING QUALITY AND EXCELLENCE IN THE LONG TERM. FORM 990, PART I, LINE 6: THE UNIVERSITY OF SOUTHERN CALIFORNIA HAS MANY VOLUNTEERS INCLUDING TRUSTEES, BUT DOES NOT FORMALLY TRACK THIS POPULATION. FORM 990, PART VI, LINE 1: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS CHAIRED BY THE CHAIR OF THE BOARD AND CONSISTS OF NO LESS THAN SEVEN AND NO MORE THAN TWENTY-FIVE VOTING MEMBERS OF THE BOARD. THE COMMITTEE IS COMPRISED SOLELY OF THE FOLLOWING EX-OFFICIO MEMBERS: THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD (IF HE/SHE IS A TRUSTEE), THE PRESIDENT OF THE UNIVERSITY (IF HE/SHE IS A TRUSTEE), THE CHAIR(S) OF EACH STANDING COMMITTEE, AND THE CHAIR(S) OF THE BOARD OF DIRECTORS OF USC HEALTH SYSTEM (IF HE/SHE IS A TRUSTEE). WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE HAS ALL OF THE POWER AND AUTHORITY OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE IS NOT EMPOWERED TO: (I) FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (II) FIX THE COMPENSATION OF THE BOARD MEMBERS FOR THEIR SERVICE AS MEMBERS OF THE BOARD OR ANY COMMITTEE; (III) AMEND OR REPEAL THE UNIVERSITY'S BYLAWS OR ADOPT NEW BYLAWS; (IV) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE SO AMENDED OR REPEALED; (V) APPOINT COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF; (VI) AUTHORIZE THE EXPENDITURE OF CORPORATE FUNDS TO SUPPORT A NOMINEE FOR BOARD MEMBERSHIP AFTER THERE ARE MORE PEOPLE NOMINATED FOR BOARD MEMBERSHIP THAN CAN BE ELECTED; OR (VII) APPROVE ANY SELF-DEALING TRANSACTION EXCEPT AS PROVIDED BY LAW. FORM 990, PART VI, LINE 2: OFFICERS, TRUSTEES AND KEY EMPLOYEES SIT ON THE BOARD OF THE MAY DEWRIGHT TRUST: NARSING RAO, MD CAROLYN MELTZER, MD JAMES STATEN RICK CARUSO SUZANNE NORA JOHNSON USC TRUSTEE ROBERT A. BRADWAY AND USC TRUSTEE RONALD D. SUGAR HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE MARC R. BENIOFF AND USC TRUSTEE OSCAR MUNOZ HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 4: THE BYLAWS WERE AMENDED EFFECTIVE DECEMBER 13, 2022 TO INCLUDE THE SENIOR VICE PRESIDENT, RESEARCH AND INNOVATION AS AN OFFICER POSITION. THE BYLAWS WERE AMENDED EFFECTIVE FEBRUARY 8, 2023 TO INCLUDE A VICE CHAIR OF THE BOARD POSITION TO BE APPOINTED BY THE EXECUTIVE COMMITTEE FROM AMONG ITS MEMBERS, IN CONSULTATION WITH THE CHAIR OF THE BOARD AND PRESIDENT OF THE UNIVERSITY. THE BYLAWS WERE ALSO AMENDED TO STANDARDIZE THE QUORUM REQUIREMENTS ACROSS ALL COMMITTEES OF THE BOARD. OTHER SIGNIFICANT BYLAW AMENDMENTS ON FEBRUARY 8, 2023 WERE TO (I) REQUIRE THE FINANCE AND CAMPUS PLANNING COMMITTEE TO SUBMIT THE UNIVERSITY'S ANNUAL OPERATING BUDGET TO THE BOARD FOR RATIFICATION AND (II) REDUCE THE NUMBER OF COMMITTEES ON WHICH THE BOARD CHAIR AND PRESIDENT ARE EX OFFICIO MEMBERS. THE BYLAWS WERE AMENDED EFFECTIVE JUNE 7, 2023 TO CLARIFY THAT THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO APPOINT ADVISORY SUBCOMMITTEES TO THE EXECUTIVE COMMITTEE TO ADVISE ON ISSUES FROM TIME TO TIME. FORM 990, PART VI, LINE 11(B): THE UNIVERSITY OF SOUTHERN CALIFORNIA'S FORM 990 IS REVIEWED AT SEVERAL LEVELS. THE UNIVERSITY ENGAGES AN EXTERNAL PUBLIC ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS FORM 990 AND TO SIGN AS PAID PREPARER. AMONG THOSE WHO CONDUCT THE REVIEW OF THE FINAL FORM 990 AT THE UNIVERSITY INCLUDE MANAGEMENT, EXTERNAL COUNSEL, AND THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEW OF FORM 990 IS CONDUCTED PRIOR TO IT BEING FILED AND A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, LINE 12: THE UNIVERSITY HAS A CONFLICT OF INTEREST AND COMMITMENT POLICY AND PROCEDURE WHICH COVERS ALL COVERED EMPLOYEES AND THEIR CLOSE RELATIONS. A "COVERED EMPLOYEE" MEANS ALL FACULTY MEMBERS (INCLUDING PART-TIME AND VISITING FACULTY), STAFF AND OTHER EMPLOYEES (SUCH AS POSTDOCTORAL SCHOLARS), AND STUDENTS (INCLUDING POSTDOCTORAL FELLOWS AND GRADUATE STUDENTS) EMPLOYED OR OTHERWISE ENGAGED BY THE UNIVERSITY. THE POLICY CONTINUES TO APPLY TO COVERED EMPLOYEES WHILE ON SABBATICAL OR OTHER LEAVES OR ON VACATION, WHILE VISITING OTHER INSTITUTIONS, AND WHILE CONSULTING WITH EXTERNAL ENTITIES. A "CLOSE RELATION" MEANS FAMILY MEMBERS (SPOUSES, DOMESTIC PARTNERS, SIBLINGS, PARENTS AND CHILDREN, GRANDPARENTS, GRANDCHILDREN, AND ANY INDIVIDUAL RELATED BY BLOOD OR AFFINITY WHOSE CLOSE ASSOCIATION WITH THE EMPLOYEE IS THE EQUIVALENT OF A FAMILY RELATIONSHIP) AND OTHER PERSONS WITH A PERSONAL RELATIONSHIP WITH A USC EMPLOYEE. EACH COVERED EMPLOYEE OWES PROFESSIONAL LOYALTY TO THE UNIVERSITY AND MUST BE ALERT TO THE POSSIBILITY THAT OUTSIDE OBLIGATIONS, FINANCIAL INTERESTS, EMPLOYMENT, AND CERTAIN FAMILY OR INTIMATE RELATIONSHIPS CAN AFFECT THAT COMMITMENT. THEREFORE, ALL COVERED EMPLOYEES ARE RESPONSIBLE FOR DETERMINING WHETHER THEY, OR THEIR CLOSE RELATIONS, HAVE A CONFLICT OF INTEREST OR COMMITMENT COVERED BY THIS POLICY. BECAUSE NO POLICY CAN ANTICIPATE THE FULL RANGE OF OUTSIDE RELATIONSHIPS AND ACTIVITIES THAT MAY GIVE RISE TO CONFLICTS OF INTEREST OR COMMITMENT, COVERED EMPLOYEES MUST DISCLOSE ANY OUTSIDE RELATIONSHIP OR ACTIVITY THAT MAY GIVE THE APPEARANCE OF A CONFLICT AS SOON AS FEASIBLE AFTER DISCOVERY OF THE CONFLICT. THE UNIVERSITY MUST DETERMINE WHETHER A CONFLICT OF INTEREST AND/OR COMMITMENT IS MANAGEABLE BEFORE A COVERED EMPLOYEE IS ALLOWED TO UNDERTAKE THE ACTIVITY GIVING RISE TO THE CONFLICT. THE COVERED EMPLOYEE MUST COMPLY WITH ALL MEASURES PUT IN PLACE TO MANAGE, REDUCE, OR ELIMINATE CONFLICTS OF INTEREST. THIS INCLUDES ANY REQUIREMENT THAT THE COVERED EMPLOYEE PROVIDE A FOLLOW-UP DISCLOSURE AT A REASONABLE TIME INTERVAL TO PROVIDE AN UPDATE ON THE STATUS OF THE CONFLICT OF INTEREST OR COMMITMENT, AND HIS OR HER COMPLIANCE WITH THE MEASURES PUT IN PLACE TO MANAGE THE CONFLICT. ALL DISCLOSURES AS WELL AS DECISIONS ON HOW TO MANAGE THE CONFLICT SHOULD BE DOCUMENTED AND MAINTAINED BY THE PERSON OR COMMITTEE TO WHOM DISCLOSURE IS MADE, AS PROVIDED FOR IN THE POLICY. THE POLICY DOES NOT PRECLUDE THE SENIOR VICE PRESIDENT, PROVOST, OR DEAN, AS APPROPRIATE, FROM REQUIRING A COVERED EMPLOYEE TO PROVIDE ADDITIONAL CONFLICT OF INTEREST OR COMMITMENT INFORMATION OR TO DO SO ON A MORE FREQUENT BASIS (E.G., BI-ANNUALLY). IF A COVERED EMPLOYEE HAS ANY QUESTIONS ABOUT WHETHER AN OUTSIDE ACTIVITY MUST BE DISCLOSED, THE COVERED EMPLOYEE SHOULD CONSULT WITH HIS OR HER SUPERVISOR OR CONTACT THE OFFICE OF COMPLIANCE FOR GUIDANCE. SUPERVISORS WHO BECOME AWARE THAT COVERED EMPLOYEES UNDER THEIR SUPERVISION HAVE CONFLICTS OF INTEREST OR COMMITMENT COVERED BY THIS POLICY ARE OBLIGATED TO ENSURE THAT THE CONFLICT IS APPROPRIATELY DISCLOSED. IN ADDITION TO THE PROCEDURES SET FORTH IN THE UNIVERSITY'S CONFLICT OF INTEREST AND COMMITMENT POLICY, USC'S PROCUREMENT SERVICES DEPARTMENT MAY IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR COMMITMENT IN THE COURSE OF PERFORMING ITS DUTIES. IN THE EVENT THAT PROCUREMENT SERVICES IDENTIFIES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR COMMITMENT, IT REQUIRES THE COVERED EMPLOYEE TO MAKE A DISCLOSURE UNDER CONFLICT OF INTEREST AND COMMITMENT POLICY, AND VERIFIES THAT ALL ACTUAL CONFLICTS ARE MANAGED BEFORE PROCEEDING. DEPENDING UPON THE CONFLICT, PROCUREMENT SERVICES MAY ALSO REFER THE ISSUE TO THE SENIOR VICE PRESIDENT FOR ADMINISTRATION OR HIS OR HER DESIGNEE, FOR RESOLUTION. PROCUREMENT SERVICES MAY SUSPEND ANY FURTHER ACTION ON THE REQUEST THAT INITIATED THE DISCLOSURE UNTIL SUCH TIME AS THE CONFLICT IS MANAGED. FAILURE TO DISCLOSE AND MANAGE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST UNDER THIS POLICY, INCLUDING THE EXPECTATIONS DETAILED ABOVE ABOUT WHAT AN INDIVIDUAL SHOULD OR SHOULD NOT DO, MAY BE CAUSE FOR DISCIPLINARY ACTION, WHICH MAY RESULT IN DISCIPLINE, UP THROUGH AND INCLUDING TERMINATION. FOR FACULTY, SUCH ACTION SHALL OBSERVE ALL PROVISIONS OF THE POLICIES PUBLISHED IN THE FACULTY HANDBOOK. ANY DISCIPLINARY ACTION AGAINST A FACULTY MEMBER OR NON-FACULTY EMPLOYEE UNDER THIS POLICY MUST TAKE INTO ACCOUNT THE SCALE OF THE OFFENSE, THE INDIVIDUAL'S INTENT, AND THE DEGREE OF WRONGDOING. THE UNIVERSITY MAINTAINS A CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE BOARD OF TRUSTEES. IN GENERAL, THE POLICY REQUIRES THAT A TRUSTEE MUST AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN OR ADVANTAGE, OR TO OBTAIN A FAVORED STATUS FOR ANY SPECIAL GROUP, BUSINESS, OR FAMILY ENTITY WITH WHICH THE TRUSTEE IS AFFILIATED. THE POLICY APPLIES TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES. A TRUSTEE WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER LEAVING THE BOARD. IF A TRUSTEE BECOMES AWARE OF A FINANCIAL INTEREST THAT MAY BE MATERIAL, HE OR SHE IS REQUIRED TO IMMEDIATELY DISCLOSE THAT FINANCIAL INTEREST TO THE CHAIR OF THE BOARD. SUCH DISCLOSURE IS IN ADDITION TO THE REQUIRED ANNUAL DISCLOSURES. - AFTER CONDUCTING A REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, WHICH SHOULD INCLUDE AN ANALYSIS OF COMPARABLE ARRANGEMENTS OR TRANSACTIONS OR THE RECEIPT OF AN OPINION FROM AN EXPERT IN THE RELEVANT FIELD, THE BOARD SHOULD DETERMINE IN GOOD FAITH WHETHER USC COULD OBTAIN A MORE ADVANTAGEOUS FINANCIAL ARRANGEMENT OR TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. - IN ADDITION, THE BOARD SHOULD DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS, WITH KNOWLEDGE OF THE MATERIAL FACTS CONCERNING THE FINANCIAL ARRANGEMENT OR TRANSACTION AND THE TRUSTEE'S FINANCIAL INTEREST IN THE ARRANGEMENT OR TRANSACTION, WHETHER THE ARRANGEMENT OR TRANSACTION IS IN USC'S BEST INTEREST, FOR ITS OWN BENEFIT AND IS FAIR AND REASONABLE TO USC. THE BOARD SHOULD MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE ARRANGEMENT OR TRANSACTION IN CONFORMITY WITH SUCH DETERMINATION. - SHOULD THE BOARD APPROVE THE FINANCIAL ARRANGEMENT OR TRANSACTION IN QUESTION, THE TRUSTEE WHO HAS A CONFLICT OF INTEREST WILL BE REQUIRED TO ACT IN GOOD FAITH AND WITH FAIRNESS, AND TO REFRAIN FROM EXERTING UNDUE PRESSURE OR INFLUENCE. IN THE BOARD'S DISCRETION, IT MAY ALSO REQUIRE SUCH TRUSTEE TO BE SUBJECT TO THE OVERSIGHT OF A DISINTERESTED TRUSTEE. THIS POLICY HAS BEEN APPROVED BY THE BOARD. FORM 990, PART VI, LINE 15: THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT, OFFICERS AND KEY EMPLOYEES IS DETERMINED ANNUALLY USING THE SAFE HARBOR PROCESS DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6. NAMELY, A COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES TAKES THE FOLLOWING THREE STEPS: (1) IT ENSURES THAT NO MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING REVIEWED, (2) IT LOOKS TO COMPARABILITY DATA AND SPECIALIZED COMPENSATION REPORTS (AND IN SOME CASES OPINIONS) PREPARED FOR THE UNIVERSITY BY INDEPENDENT COMPENSATION CONSULTANTS WITH RESPECT TO SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED UNIVERSITIES, AND (3) IT MAINTAINS A CONTEMPORANEOUS RECORD OF ITS DELIBERATIONS AND DECISIONS. FORM 990, PART VI, LINE 19: THE UNIVERSITY MAKES ITS BYLAWS, FINANCIAL STATEMENTS/ANNUAL REPORT, CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES, AND CONFLICT OF INTEREST IN RESEARCH POLICIES AVAILABLE TO THE GENERAL PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, SECTION A: THE 2 HOURS NOTED FOR EACH TRUSTEE REPRESENTS A STANDARD ESTIMATE OF HOURS DEVOTED TO SERVING AS TRUSTEE. THE TITLE FOR CHARLES HELTON IS FORMER HEAD FOOTBALL COACH (UNTIL 9/13/21). THE TITLE FOR STEVEN D. SHAPIRO IS SENIOR VICE PRESIDENT, HEALTH AFFAIRS; AND INTERIM DEAN, KECK SCHOOL OF MEDICINE OF USC (until 2/28/22). THE TITLE FOR CHRYSOSTOMOS L. NIKIAS IS FORMER PRESIDENT (UNTIL 8/7/18) AND PROFESSOR OF ENGINEERING AND CLASSICS. THE TITLE FOR CHARLES F. ZUKOSKI IS PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS (UNTIL 12/31/22). THE TITLE FOR JAMES M. STATEN IS SENIOR VICE PRESIDENT, FINANCE & CHIEF FINANCIAL OFFICER (UNTIL 1/20/23). THE TITLE FOR CAROLYN MELTZER, MD IS DEAN, KECK SCHOOL OF MEDICINE OF USC (AS OF 3/01/22). THE TITLE FOR LAURA MOSQUEDA IS FORMER DEAN, KECK SCHOOL OF MEDICINE OF USC (UNTIL 9/15/20); AND PROFESSOR OF FAMILY MEDICINE AND GERIATRICS, KECK SCHOOL OF MEDICINE OF USC (AS OF 9/16/20). THE TITLE FOR TRACEY VRANICH IS INTERIM SENIOR VICE PRESIDENT, UNIVERSITY ADVANCEMENT (UNTIL 1/31/23). THE TITLE FOR ISHWAR K. PURI IS SENIOR VICE PRESIDENT, RESEARCH & INNOVATION (AS OF 12/13/22). THE TITLE FOR ERIK BRINK IS ASSOCIATE SENIOR VICE PRESIDENT, UNIVERSITY COMPTROLLER (UNTIL 1/20/23) AND INTERIM SENIOR VICE PRESIDENT, FINANCE & CHIEF FINANCIAL OFFICER (AS OF 1/21/23). THE TITLE FOR AMBER MILLER IS DEAN, USC DORNSIFE COLLEGE OF LETTERS, ARTS AND SCIENCES. THE TITLE FOR MICHAEL QUICK IS FORMER PROVOST & SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS (UNTIL 6/30/19). THE TITLE FOR KYLE HENLEY IS SENIOR VICE PRESIDENT & CHIEF COMMUNICATIONS OFFICER (UNTIL 4/28/23). THE TITLE FOR ELIZABETH GRADDY IS INTERIM PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS (AS OF 1/01/23). THE TITLE FOR NARSING RAO, MD, IS INTERIM DEAN, KECK SCHOOL OF MEDICINE OF USC (UNTIL 6/30/21). THE TITLE FOR GLENN OSAKI IS FORMER SENIOR VICE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER (UNTIL 3/14/21) AND SENIOR ADVISOR, INTERNATIONAL MARKETING AND COMMUNICATIONS (AS OF 3/15/21). THE TITLE FOR DAVID BROWN IS FORMER INTERIM SENIOR VICE PRESIDENT, UNIVERSITY RELATIONS (UNTIL 2/10/20). THE TITLE FOR GARETH JAMES IS FORMER INTERIM DEAN, USC MARSHALL SCHOOL OF BUSINESS (UNTIL 6/30/20). FORM 990, PART XI, LINE 9: NET ASSET ADJUSTMENT : $21,570,404 CHANGES IN FUNDING STATUS OF DEFINED BENEFIT PLAN : $2,162,882 NET ASSETS RELEASED FROM RESTRICTIONS : $30,311,330 NET PERIODIC BENEFITS COSTS : ($2,379,456) ADJUSTMENT FOR FINANCIAL STATEMENT REVISIONS IN FY 23 : $222,758,036 TOTAL : $274,423,196 USC GATEWAY LLC UNIVERSITY GARDENS - UGB203 LOS ANGELES CA 90089 202108058 PROPERTY MGMT CA 0 0 USC USC VERDUGO HILLS HOSPITAL LLC UNIVERSITY GARDENS - UGB203 LOS ANGELES CA 90089 800912056 ACUTE CARE CA 0 0 USC AE MANN INSTIT FOR BIOMEDICAL ENGINEER c/o USC UGB203 LOS ANGELES CA 90089 954684347 BIOMEDICAL DE 501(C)(3) 12C NA false ICT PRODUCTIONS INC C/O USC UGB203 LOS ANGELES CA 90089 954843260 EDUC. MEDIA CA 501(C)(3) 12A USC true DAVID X MARKS FOUNDATION C/O USC UGB203 LOS ANGELES CA 90089 956034304 USC SUPPORT CA 501(C)(3) 12A USC true USC CARE MEDICAL GROUP INC 1510 SAN PABLO ST SUITE 649 LOS ANGELES CA 90033 954540991 MANAGED CARE CA 501(C)(3) 10 USC HEALTH true SURVIVORS OF SHOAH VISUAL HISTORY FDN C/O USC 650 W 35TH ST LOS ANGELES CA 90089 954474965 EDUC. MEDIA CA 501(C)(3) 7 USC true PACIFIC-12 CONFERENCE 1350 TREAT BOULEVARD WALNUT CREEK CA 94597 941459048 USC SUPPORT CA 501(C)(3) 12A NA false THE ASC TRUST AT USC C/O R FOX 1500 MARKET STREET PHILADELPHIA PA 19102 776216147 USC SUPPORT PA 501(C)(3) 12D NA false USC VERDUGO HILLS HOSPITAL FOUNDATION 1812 VERDUGO BLVD GLENDALE CA 91208 953247823 USC SUPPORT CA 501(C)(3) 12A VHH true NAT'L HLTHCRE RESEARCH & EDUC FINANCE CO 1445 ROSS AVENUE STE 3800 DALLAS TX 75202 311707979 USC SUPPORT TX 501(C)(3) 12C NA false ALBEDO INSURANCE COMPANY IC UNIVERSITY GARDENS UGB203 LOS ANGELES CA 90089 851454978 USC SUPPORT VT 501(C)(3) 12A USC true USC CAPTIVE INSURANCE COMPANY UNIVERSITY GARDENS UGB203 LOS ANGELES CA 90089 851454519 USC SUPPORT VT 501(C)(3) 12A USC true GENERAL LIABILITY DEFENSE IC UNIVERSITY GARDENS UGB203 LOS ANGELES CA 90089 851472543 USC SUPPORT VT 501(C)(3) 12A USC true USC HEALTH SYSTEM 1510 SAN PABLO STREET LOS ANGELES CA 90089 850666499 USC SUPPORT CA 501(C)(3) 12A USC true KECK MEDICAL CENTER OF USC 1510 SAN PABLO STREET LOS ANGELES CA 90033 851644866 HOSPITAL CA 501(C)(3) 3 USC HEALTH true USC VERDUGO HILLS HOSPITAL 1812 VERDUGO BOULEVARD GLENDALE CA 91208 851634852 HOSPITAL CA 501(C)(3) 3 USC HEALTH true USC ARCADIA HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 951643336 HOSPITAL CA 501(C)(3) 3 USC HEALTH true USC ARCADIA HOSPITAL FOUNDATION 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 953407027 FUNDRAISING CA 501(C)(3) 7 USCAH true ALDERSGATE MEDICAL SERVICES 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 953702057 SUPPORT ORG CA 501(C)(3) 12A USCAH true WOMEN'S AUXILIARY OF METHODIST HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 954123357 HEALTHCARE CA 501(C)(3) 12D NA false USCSCA SURGICAL HOLDINGS LLC 1510 SAN PABLO ST LOS ANGELES CA 90033 HOLDING COMPANY CA USC RELATED 0 SUMMERTIME APARTMENTS 3990 RUFFIN ROAD SUITE 100 SAN DIEGO CA 92123 330167146 HOUSING CA USC RELATED 23243391 0 false 0 false 0.64350 HM FUND II LP 150 EAST 58TH STREET 33RD FL NEW YORK NY 10155 871030738 INVESTMENTS NY USC RELATED -20365 10036907 false 0 false 0.66453 STRIPES V MEADOWS CO-INVEST LP 40 10TH AVE 5TH FLOOR NEW YORK NY 10014 862543648 INVESTMENTS NY USC RELATED -26618 5463418 false 0 false 0.53247 MAY ROBERTS DEWRIGHT TRUST UNIVERSITY GARDENS - UGB203 LOS ANGELES CA 900898003 956284845 USC SUPPORT CA USC T 997705 8169595 1.00000 true INTEGRATED DIGITAL ASSET CORPORATION UNIVERSITY GARDENS - UGB203 LOS ANGELES CA 900898003 954680904 3RD PARTY CON CA USC C 0 0 1.00000 true CHARITABLE REMAINDER TRUST (353) FUNDRAISING CA USC T true POOLED INCOME FUND (1) FUNDRAISING CA USC T true CHARITABLE REMAINDER TRUST (1) INVESTMENT CA USCAHF T true true true true false false false false false false false false false true true false true true true false USC CARE MEDICAL GROUP INC P 2820134 FMV USC CARE MEDICAL GROUP INC M -2389680 FMV KECK MEDICAL CENTER OF USC P 133067711 FMV KECK MEDICAL CENTER OF USC R 18306230 FMV KECK MEDICAL CENTER OF USC M -10570739 FMV KECK MEDICAL CENTER OF USC M 2832999 FMV USC VERDUGO HILLS HOSPITAL P 2644258 FMV USC VERDUGO HILLS HOSPITAL M -2530982 FMV ALBEDO INSURANCE COMPANY IC Q 41107951 FMV DAVID X MARKS FOUNDATION C 1633179 FMV MAY ROBERTS DEWRIGHT TRUST A 857380 FMV MAY ROBERTS DEWRIGHT TRUST C 988102 FMV USC ARCADIA HOSPITAL M -2832000 FMV USC ARCADIA HOSPITAL P -17089155 FMV USC HEALTH SYSTEM B 1708044 FMV PART IV, LINE 4, COLUMN (C) THE LEGAL DOMICILES OF THE CHARITABLE REMAINDER TRUSTS INCLUDE: CA, CO, FL, GA, HI, IN, MA, NV, PA, AND WA. PART V USC MAY SHARE FACILITIES, EQUIPMENT, MAILING LISTS, OR OTHER ASSETS WITH ITS TAX-EXEMPT AFFILIATES, THE VALUE OF WHICH HAS NOT BEEN QUANTIFIED.