University of San Diego 2022-23 Financial Operations

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P2 0R2 2ESI D ENT ’ S R EP ORT -23 FINANCIAL OPERATIONS



DEAR FRIENDS, As president of the University of San Diego, I am often asked what I would characterize as our beloved institution’s greatest strength. Is it our inspiring community of studentChangemakers, who, through their commitment to learning as well as personal and spiritual growth, seek to become the best versions of themselves? Is it our awardwinning faculty, who dedicate their considerable talents to preparing students to become tomorrow’s leaders? Is it our wonderful staff and administrators, whose daily efforts to advance our mission and core values are critical to our continued success? The answer, most emphatically, is yes … to all of the above. As a contemporary, Catholic university anchored on an international border, we are in a unique position to provide our students with an extraordinary living and learning environment. As I reflect on our myriad accomplishments over the past year, I see clear and indelible evidence that we are fulfilling our mission and making significant progress toward our vision for the future. All of this is made possible through the strong financial support of our alumni and friends who care deeply about USD and see the unlimited potential of this remarkable institution. Perhaps one of our most significant accomplishments in 2023 was revising USD’s mission, vision and values. Standing for peace is at the heart of USD’s identity — and to do that we have a responsibility to bridge differences as we approach the complexities of our world. I hope you find the 2023 President’s Report insightful as you reflect on the work we have achieved and the milestones we have reached as a community. There is much to be proud of and grateful for as we prepare to celebrate our 75th anniversary in 2024. At the University of San Diego, we are a community representing a diversity of ideas, experiences and backgrounds. As we move forward into a new year, let us come together in the spirit of our mission and recommit ourselves to fostering peace, working for justice and leading with love. Peace,

James T. Harris III, DEd President, University of San Diego


PRESIDENT ’S REP ORT 2022-23 FINANCIAL OPERATIONS TOTAL OPERATING REVENUE, GAINS AND OTHER SUPPORT * Tuition and fees, net of student aid

2022-23

$ 245,416,580

Grants and contracts

2021-22

$ 236,887,757

29,357,747

2020-21

$ 247,952,923

29,021,171

22,517,933

Contributions 23,836,285 34,502,212 18,004,823 Investment income, net

30,385,635

23,064,371

25,370,948

Sales and services of auxiliary enterprises

57,930,505

49,040,810

16,556,561

Athletics, recreation and other

10,205,393

9,937,744

3,540,842

Total

$ 397,132,143

$ 382,454,065

$ 333,944,030

OPERATING FUNCTIONAL EXPENSES * Educational and program expenses

2022-23

$ 252,557,954

2021-22

2020-21

$ 227,147,765 $ 202,470,136

Auxiliary enterprise expenditures

50,685,416 44,532,955

38,816,129

Management and general expenses

91,828,075

61,518,606

Total

$ 395,071,444

81,179,384

$ 352,860,105

$ 302,804,871

INCREASE IN COMBINED NET ASSETS * Unrestricted net assets

$

2022-23 28,513,576

2021-22

$ (14,624,800)

2020-21

$ 144,990,217

Temporarily restricted net assets

(11,403,777) (31,385,169)

82,700,155

Permanently restricted net assets

11,800,833

8,600,533

Overall increase in net assets

28,910,632

$

20,335,375

$ (25,674,594)

*  Statement of activities by combined net asset categories for the fiscal year ending June 30.

$ 236,290,904


61.8%

2022-23 SOURCES OF OPERATING REVENUE, GAINS AND OTHER SUPPORT SOURCES 2.6% 7.7%

$61.84M

7.4%

Tuition and fees, net of student aid Sales and services of auxiliary enterprises Contributions Grants and contracts Investment income, net

14.6%

Athletics, recreation and other

6%

$85.71 $5.48 $23.54

$61.84 $13.04

TOTAL GRANTS, CONTRACTS AND GIFTS

$20.93

Other Grants

$4.70

$47.52

(dollars in millions)

Federal Grants

$4.80

$34.03

$17.72 $5.66

$14.29

Endowed Restricted

$0.45

Unrestricted

$8.43

Capital

2022-23

$0.78 2021-22

$19.67

$12.32

$2.21

$0.65 $6.35 2020-21


2022 - 2023 Giving Summary

GIVING TO THE UNIVERSITY Since its founding, the University of San Diego has achieved distinction on many levels. It has outstanding faculty and exceptional students, innovative undergraduate and graduate programs, centers and institutes, acclaimed community outreach efforts and competitive men’s and women’s athletic programs. The generous support of donors has helped make the university a preeminent institution of Catholic higher education.

40.1%

25.7%

2022-23 SOURCES OF TOTAL GIVING

Community/Friends Foundations Alumni

1.4%

Corporate Parents Other Donors

12.2% 3.7%

5.7%

11.2%

Faculty/Staff

20.5% USD Wide Athletics Scholarships/Financial Aid

21.6%

12%

2022-23 DESIGNATIONS OF GIVING

School of Leadership and Education Sciences Knauss School of Business School of Law Shiley-Marcos School of Engineering

10%

College of Arts and Sciences Joan B. Kroc School of Peace Studies Hahn School of Nursing and Health Science Unrestricted

21.7%

7.7% 1.4%

3.0%

0.3% 0.8% 1.0%


$310.8M

2022-23 Financial Aid Awarded

FINANCIAL AID AWARDED * (dollars in millions)

$310.8

$296.01 $290.86 $293.54

$276.89

STUDENTS AWARDED FINANCIAL AID * 7,241

7,217

7,373

7,354

7,279

7,241

2022-23 Students Awarded Financial Aid

8,815

2022-23 2021-22 2020-21 2019-20 2018-19

2022-23 2021-22 2020-21 2019-20 2018-19

* These figures include all sources of aid.

* These figures include all sources of aid.

DEGREES AWARDED

ENDOWMENT FUND

2022-23 Fall Enrollment

2,844

2,844

2,784

2,883

2,794

(dollars in millions)

2,725

$673.45 $652.52 $692.92 $532.24 $545.57

2022-23 Degrees Awarded

$673.45M

Endowment Fund as of June 30, 2023

2022-23 2021-22 2020-21 2019-20 2018-19

2022-23 2021-22 2020-21 2019-20 2018-19


LEADERSHIP EXECUTIVE OFFICERS

DEANS

BOARD OF TRUSTEES – MEMBERS

James T. Harris III, DEd President

Gail F. Baker, PhD Joan B. Kroc School of Peace Studies

Rev. P. Rubén Arceo, SJ

Gail F. Baker, PhD Vice President and Provost

Theresa Byrd, EdD University Library

Bernie Bickerstaff ’68

Andrew T. Allen, PhD Vice President, Institutional Effectiveness and Strategic Initiatives

Jane M. Georges, PhD, RN Hahn School of Nursing and Health Science

Charlotte Johnson, JD Vice President, Student Affairs Michael Lovette-Colyer, PhD Vice President, Mission Integration Tom Skinner General Counsel and Advisor to the President Katy Roig ’11 (MSEL), CPA Vice President, Finance and Chief Financial Officer Ky Snyder, MSHTM Vice President, University Operations Richard P. Virgin Vice President, University Advancement

Jon Balousek Thomas Breitling ’91 (BA) Kimberly C. Busch

Timothy Keane, PhD School of Business

Jacqueline Dupont Carlson ’89

Noelle Norton, PhD College of Arts and Sciences

Curtis S. Chambers ’19 (BS/BA)

Chell A. Roberts, PhD Shiley-Marcos School of Engineering

Leandro A. Festino

Robert Schapiro, JD School of Law Kimberly White-Smith, EdD School of Leadership and Education Sciences

Chris Carr ’86 (BBA) Sister Suzanne Cooke, RSCJ John Frager David F. Hale James T. Harris III, DEd Laurie C. Kelley Donald R. Knauss, Chair Emeritus

BOARD OF TRUSTEES – OFFICERS

Kimberly M. Koro, ’86 (JD)

Tom Mulvaney, JD ’77, Chair

Lisa Bicker Martin

Virginia C. Nelson, ’79 (JD), Vice Chair

Rev. Peter M. McGuine ’85 (BBA), STB

Sue Cunningham, Secretary

Sister Mary Theresa Moser, RSCJ, PhD

Robert R. Dean ’94 (BBA), Treasurer

Michael Persall ’02 (BACC)

Tom Lupfer

Paul Purcell ’97 (BA) Matthew J. Reno ’80 (BBA) Note: Current as of publication date. For the most recent leadership information, go to sandiego.edu/about/leadership.

Sandro Salsano Alan Schulman, JD Timothy Scott, ’96 (JD) Peter Seidler Darlene Marcos Shiley, Chair Emerita Susanne Stanford, Esq. ’75 (JD)



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