Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
Hawaii Pacific University
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1164 Bishop Street
 
Room/suite
City or town, state or country, and ZIP + 4
Honolulu, HI96813
D Employer identification number

99-0113930
E Telephone number

G Gross receipts $ 132,372,079
F Name and address of principal officer:
GEOFFREY BANNISTER
1164 BISHOP STREET SUITE 800
Honolulu,HI96813
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
http://www.hpu.edu
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1965
M State of legal domicile: HI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HAWAI`I PACIFIC UNIVERSITY IS AN INTERNATIONAL LEARNING COMMUNITY SET IN THE RICH CULTURAL CONTEXT OF HAWAI`I. OUR INNOVATIVE PROGRAMS PREPARE OUR GRADUATES AS ACTIVE MEMBERS OF A GLOBAL SOCIETY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 15
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 1,996
6 Total number of volunteers (estimate if necessary) .... 6 434
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 656,459
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 50,956
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,713,845 2,522,295
9 Program service revenue (Part VIII, line 2g) ......... 94,154,381 96,852,235
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,630,368 -217,960
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,892,669 2,469,865
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 110,391,263 101,626,435
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 17,536,596 16,371,635
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 56,323,769 62,918,602
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,012,383    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 26,963,932 30,535,414
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 100,824,297 109,825,651
19 Revenue less expenses. Subtract line 18 from line 12....... 9,566,966 -8,199,216
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 106,879,587 107,073,802
21 Total liabilities (Part X, line 26)............. 16,996,487 25,467,770
22 Net assets or fund balances. Subtract line 21 from line 20..... 89,883,100 81,606,032
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 19,755,769 including grants of $ 2,808,767 ) (Revenue $ 25,502,194 )
COLLEGE OF HUMANITIES & SOCIAL SCIENCES (SEE SCHEDULE O)
4b (Code:   ) (Expenses $ 14,719,199 including grants of $ 1,352,413 ) (Revenue $ 18,940,720 )
COLLEGE OF NURSING & HEALTH SCIENCES (SEE SCHEDULE O)
4c (Code:   ) (Expenses $ 14,679,147 including grants of $ 1,216,528 ) (Revenue $ 18,889,180 )
COLLEGE OF BUSINESS ADMINISTRATION (SEE SCHEDULE O)
4d Other program services (Describe in Schedule O.)
(Expenses $ 25,852,664 including grants of $ 10,993,927 ) (Revenue $ 33,520,141 )
4e Total program service expensesMediumBullet$ 75,006,779
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
6,951
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
1,996
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
20
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
GEOFFREY BANNISTER
1164 BISHOP STREET STE 800
Honolulu,HI96813
(808) 544-0201
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) DR Michael J Chun
Trustee, CHAIR
 5.0 X           0 0 0
(2) STEVEN K BAKER
TRUSTEE, VICE CHAIR
 5.0 X           0 0 0
(3) JAMES A AJELLO
TRUSTEE, TREASURER
 5.0 X           0 0 0
(4) MARTIN ANDERSON
TRUSTEE
 5.0 X           0 0 0
(5) CARLETON K L CHING
TRUSTEE
 5.0 X           0 0 0
(6) JOACHIM P COX
TRUSTEE
 5.0 X           0 0 0
(7) LAYLA J L DEDRICK
TRUSTEE
 5.0 X           0 0 0
(8) CHRISTINA D DOANE
TRUSTEE
 5.0 X           0 0 0
(9) RADM FRED P GUSTAVSON USN RET
TRUSTEE
 5.0 X           0 0 0
(10) CONRAD W HEWITT
TRUSTEE
 5.0 X           0 0 0
(11) MICHAEL D HONG
TRUSTEE
 5.0 X           0 0 0
(12) JOHN A LOCKWOOD
TRUSTEE
 5.0 X           0 0 0
(13) VIOLET S LOO
TRUSTEE
 5.0 X           0 0 0
(14) JAMES C POLK
TRUSTEE
 5.0 X           0 0 0
(15) JAMES S ROMIG
TRUSTEE
 5.0 X           0 0 0
(16) MICHELE K SAITO
TRUSTEE
 5.0 X           0 0 0
(17) LILY S SUN
TRUSTEE
 5.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) RAYMOND P VARA
TRUSTEE
 5.0 X           0 0 0
(19) DR ALLEN L ZECHA
TRUSTEE
 5.0 X           0 0 0
(20) DR GEOFFREY BANNISTER
TRUSTEE, PRESIDENT
 40.0 X   X       293,055   39,949
(21) KENNETH T UEMURA
VICE PRESIDENT & CFO
 40.0     X       325,925   36,338
(22) WILLIAM H KLINE
VICE PRESIDENT & CFO - CURRENT
 40.0     X       159,888   31,286
(23) DR JOHN M KEARNS
VP, ACADEMIC AFFAIRS
 40.0     X       249,242   34,037
(24) DR ANDREW BRITTAIN
INTERIM VP, ACADEMIC AFFAIRS
 40.0     X       128,565   56,467
(25) EDWARD R STEPIEN
VP, ADMINISTRATION
 40.0     X       257,755   24,718
(26) MARY ELLEN MCGILLAN
VP, ALUMNI UNIVERSITY RELATION
 40.0     X       148,352   20,648
(27) TODD SIMMONS
VP. MARKETING-COMMUNICATIONS
 40.0     X       0   0
(28) SCOTT C STENSRUD
VP ENROLLMENT MANAGEMENT
 40.0     X       177,756   20,567
(29) DARRYL G CALKINS
INTERIM VP, ENROLLMENT MGMT
 40.0     X       10,833   0
(30) JANET S KLOENHAMER
VP, GOVERNANCE & GENL COUNSEL
 40.0     X       143,806   12,627
(31) CLAIRE K COOPER
VP, COMMUNITY ENGAGEMENT
 40.0     X       189,478   28,243
(32) DR LESLIE H CORREA
VP, INSTITUTIONAL RESEARCH
 40.0     X       159,274   29,725
(33) KATHLEEN R CLARK
ASSOC VP & CONTROLLER
 40.0     X       153,669   17,876
(34) CAROLYN L LEVY
ASSOC VP, SPONSORED RESEARCH
 40.0     X       55,700   561
(35) ROBERT E CYBORON
ASSOC VP, OFF CAMPUS PROGRAMS
 40.0     X       137,802   16,137
(36) MARGARET ULVELING
ASSOC VP, INST ADVANCEMENT
 40.0     X       135,819   24,101
(37) DR NANCY L HEDLUND
ASSOC VP,PLANNING & ASSESSMENT
 40.0     X       137,966   27,044
(38) DR STEVEN C COMBS
DEAN
 40.0         X   170,962   21,918
(39) DR WARREN WEE
ASSOC DEAN, BUSINESS ADMIN
 40.0         X   164,280   18,113
(40) DARREN VORDERBRUEGGE
DIRECTOR, ATHLETICS&CAMPUS REC
 40.0         X   138,754   23,412
(41) W GERALD GLOVER
AFFILIATE PROFESSOR, MGMT
 40.0         X   140,469   16,764
(42) LEROY O LANEY
PROFESSOR, FINANCE & ECONOMICS
 40.0         X   137,905   15,251
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,617,255 0 515,782
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet64
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NORDIC PCL CONSTRUCTION INC
1099 ALAKEA STREET STE 1560
HONOLULU,HI96813 		CONSTRUCTION 1,999,225
WKF INC
PO BOX 31000
HONOLULU,HI968495484 		RENT & MGMT SVCS 1,486,116
FINANCE FACTORS CENTER
PO BOX 1300
HONOLULU,HI968071300 		RENT & MGMT SVCS 1,171,480
DEG LLC
1132 BISHOP STREET STE 2305
HONOLULU,HI96813 		RENT & MGMT SVCS 1,046,789
NIU PIA LAND COMPANY LTD
PO BOX 1300
HONOLULU,HI968071300 		RENT & MGMT SVCS 1,120,128
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet46
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 735
d Related organizations...1d  
e Government grants (contributions)1e 1,439,253
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,082,307
g Noncash contributions included in lines 1a-1f:$ 53,071
h Total. Add lines 1a-1f.......MediumBullet 2,522,295
Program Service Revenue Business Code
2a TUITION & FEES 611,710 96,518,997 96,518,997    
b FEES & CONTRACTS FROM GOVERNMENT AGENCIES 611,710 333,238 333,238    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 96,852,235
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,170,653     1,170,653
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 3,750,287  
b Less: rental expenses 3,693,974  
c Rental income or (loss) 56,313  
d Net rental income or (loss).......MediumBullet 56,313     56,313
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 22,435,859  
b Less: cost or other basis and sales expenses 23,824,472  
c Gain or (loss) -1,388,613  
d Net gain or (loss)..........MediumBullet -1,388,613     -1,388,613
8a Gross income from fundraising events (not including
$ 735
of contributions reported on line 1c). See Part IV, line 18 ...
a 144,522
b Less: direct expenses ...b 40,687
c Net income or (loss) from fundraising events..MediumBullet 103,835   103,835
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 3,926,907
b Less: cost of goods sold ..b 3,186,511
c Net income or (loss) from sales of inventory..MediumBullet 740,396 737,553 2,843  
Miscellaneous Revenue Business Code
11a PARKING FEES 900,099 1,040,776   590,441 450,335
b STUDENT CLUB REVENUE 900,099 9,412     9,412
c ATHLETIC REVENUE 900,099 103,197   7,000 96,197
d All other revenue .... 415,936   56,175 359,761
e Total. Add lines 11a–11d ......MediumBullet 1,569,321
12 Total revenue. See Instructions....MediumBullet 101,626,435 97,589,788 656,459 857,893
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 16,371,635 16,371,635
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 4,261,180 1,101,357 2,633,897 525,926
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 75,640 75,640    
7 Other salaries and wages 46,829,968 38,666,843 7,437,440 725,685
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,781,876 3,074,633 1,650,273 56,970
9 Other employee benefits ....... 3,068,061 1,642,442 1,391,745 33,874
10 Payroll taxes ........... 3,901,877 2,935,011 890,214 76,652
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 823,857 12,892 810,965  
c Accounting ........... 251,605   251,605  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 148,020   148,019 1
g Other .......... 5,328,381 1,624,175 3,510,029 194,177
12 Advertising and promotion .... 2,282,345 1,078,903 1,098,748 104,694
13 Office expenses ....... 4,192,703 2,707,866 1,335,180 149,657
14 Information technology ...... 2,016,746   2,016,746  
15 Royalties .. 0      
16 Occupancy ........... 7,129,669 458,029 6,654,363 17,277
17 Travel ............ 1,918,446 1,688,673 176,108 53,665
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 590,092 367,875 185,495 36,722
20 Interest ........... 328,869 1,283 327,586  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 1,579,482 1,269,465 310,017  
23 Insurance .............. 692,731 38,462 654,269  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a STUDENT RECRUITMENT 1,116,590 1,053,185 30,159 33,246
b INSTRUCTIONAL MEDIA AUDIO VISU 456,084 452,671   3,413
c PROVISION DOUBTFUL ACCOUNTS 859,790   859,790  
d PARKING EXPENSE 260,640   260,640  
e
f All other expenses 559,364 385,739 173,201 424
25 Total functional expenses. Add lines 1 through 24f 109,825,651 75,006,779 32,806,489 2,012,383
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 8,906,095 2 4,063,553
3 Pledges and grants receivable, net ......... 343,183 3 303,928
4 Accounts receivable, net ......... 4,298,288 4 3,798,716
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 3,299,723 7 3,094,505
8 Inventories for sale or use .............. 866,641 8 574,467
9 Prepaid expenses and deferred charges ............ 788,412 9 1,293,676
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 46,498,224
b Less: accumulated depreciation. ..... 10b 22,286,855 11,147,550 10c 24,211,369
11 Investments—publicly traded securities .......... 46,472,311 11 33,655,809
12 Investments—other securities. See Part IV, line 11 ...... 30,747,382 12 24,854,613
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 11,219,802
15 Other assets. See Part IV, line 11 ........... 10,002 15 3,364
16 Total assets. Add lines 1 through 15 (must equal line 34)... 106,879,587 16 107,073,802
Liabilities 17 Accounts payable and accrued expenses . 6,989,559 17 15,992,659
18 Grants payable .......... 1,886,862 18 968,029
19 Deferred revenue .......... 3,413,032 19 3,351,557
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 4,707,034 25 5,155,525
26 Total liabilities. Add lines 17 through 25..... 16,996,487 26 25,467,770
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 78,456,227 27 70,688,883
28 Temporarily restricted net assets ..... 6,964,106 28 6,383,749
29 Permanently restricted net assets ..... 4,462,767 29 4,533,400
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 89,883,100 33 81,606,032
34 Total liabilities and net assets/fund balances ..... 106,879,587 34 107,073,802
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
101,626,435
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
109,825,651
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-8,199,216
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
89,883,100
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-77,852
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
81,606,032
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Hawaii Pacific University
  		Employer identification number

99-0113930
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Hawaii Pacific University
  		Employer identification number

99-0113930
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Hawaii Pacific University
  		Employer identification number

99-0113930
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 76,494,236 66,019,086 60,623,110 72,395,177
b Contributions ........ 109,842 82,613 113,118 341,032
c Net investment earnings, gains, and losses ... -4,769,503 10,434,232 6,278,087 -11,371,521
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses .... 16,532,941 41,695 995,229 741,578
g End of year balance ...... 55,301,634 76,494,236 66,019,086 60,623,110
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet83.680 %
b
Permanent endowment SchDMd Bullet8.120 %
c
Temporarily restricted endowment SchDMd Bullet8.200 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   272,000 272,000
b Buildings ................   23,311,283 6,686,853 16,624,430
c Leasehold improvements ............   6,246,621 4,171,298 2,075,323
d Equipment ................   14,710,665 11,346,255 3,364,410
e Other .................   1,957,655 82,449 1,875,206
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 24,211,369
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests 13,270,880 F
(3)Other
(A) 1607 CAPITAL INT'L EQUITY 		7,707,134 F

(B) BRANDYWINE GLOBAL INVESTMENT 		1,981,097 F

(C) ACADIAN EMERGING MARKETS 		1,895,503 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 24,854,614
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
FEDERAL STUDENT LOAN OBLIGATION 3,946,629
CAPITAL LEASE OBLIGATION 1,208,896







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,155,525
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Use of Endowment Funds Part V, QUESTION 4 HAWAI`I PACIFIC UNIVERSITY ENDOWMENT FUND INCLUDES QUASI, TEMPORARILY RESTRICTED, AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS. THE FUNDAMENTAL PURPOSE OF THE UNIVERSITY'S ENDOWED FUNDS IS TO SUPPORT THE CORE ACADEMIC MISSION OF THE UNIVERSITY. SPENDING FROM THE ENDOWMENT IS USED PRIMARILY FOR ACADEMIC PURPOSES, GOING TOWARD ACADEMIC PROGRAMS, INSTRUCTION AND RESEARCH, STUDENT AID, AND MAINTENANCE OF THE BUILDINGS AND CLASSROOMS. HAWAI`I PACIFIC UNIVERISTY IS ALSO PLANNING AN EXPANSION OF THE HAWAI`I LOA CAMPUS WHICH WILL BE FUNDED PARTIALLY THROUGH THE ENDOWMENT FUND. QUASI ENDOWMENT FUNDS ARE DEFINED AS FUNDS FOR WHICH THE UNIVERSITY, RATHER THAN THE DONOR, HAS DETERMINED THAT THE CORPUS IS TO BE RETAINED AND INVESTED. EXAMPLES ARE THE BOARD OF TRUSTEE'S DESIGNATED FUNDS FOR FACULTY TECHNOLOGY GRANTS AND THE TRUSTEE'S SCHOLARLY ENDEAVORS PROGRAMS TO SUPPORT FACULTY DEVELOPMENT AND RESEARCH. TEMPORARILY RESTRICTED ENDOWMENTS CARRY RESTRICTIONS THAT EXPIRE UPON THE PASSAGE OF A PRESCRIBED PERIOD OR UPON THE OCCURRENCE OF A STATED EVENT, AS SPECIFIED BY THE DONOR. THE UNIVERSITY HAS A NATIONAL ENDOWMENT FOR THE HUMANITIES CHALLENGE GRANT THAT IS RESTRICTED FOR LIBRARY ACQUISITIONS AND AN ENDOWED CHAIR OF HUMANITIES. HAWAI`I PACIFIC UNIVERSITY HAS PERMANENTLY RESTRICTED ENDOWMENTS WHICH ARE GIFTS AND BEQUESTS WHICH HAVE BEEN ACCEPTED WITH DONOR STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED INTACT IN PERPETUITY WITH ONLY THE INCOME TO BE UTILIZED IN ACCORDANCE WITH DONOR STIPULATIONS. DONORS MAY PROVIDE FUNDS WITH RESTRICTIONS BASED ON THEIR INTERESTS TO FUND SPECIFIC PROGRAMS, SCHOLARSHIPS, BUIDLINGS, TECHNOLOGY, RESEARCH, FACULTY OR STUDENT ACTIVITIES SUCH AS CHEER AND DANCE. THE UNIVERSITY HONORS DONOR INTENT IN ACCORDANCE WITH THE PROVISIONS OF THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT. THE MAJORITY OF PERMANENTLY RESTRICTED GIFTS ARE DESIGNATED FOR USE AS SCHOLARSHIPS.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,or Form 990-EZ, Part VI, line 48.Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2011
Schedule E (Form 990 or 990EZ) 2011
Page 2
Part II
Supplemental Information
Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
COMPLIANCE WITH REV PROC 75-50, 1975-2 C.B. 587 PART I, QUESTION 3 HAWAI`I PACIFIC UNIVERSITY MEETS THE REQUIREMENTS OF REV. PROC. 75-50 PUBLICITY REQUIREMENTS BY MEETING THE 4.03 (2) (B) EXCEPTION WHICH STATES "IF A SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE OR FROM A LARGE GEOGRAPHIC SECTION OR SECTIONS OF THE UNITED STATES AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS, THE PUBLICITY REQUIREMENT MAY BE SATISFIED BY COMPLYING WITH SECTION 4.02, SUPRA. SUCH A SCHOOL MAY DEMONSTRATE THAT IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY WITHIN THE MEANING OF THE PRECEDING SENTENCE EITHER BY SHOWING THAT IT CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS OR, WHEN MINORITY STUDENTS ARE NOT ENROLLED IN MEANINGFUL NUMBERS, THAT ITS PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS IN EACH GEOGRAPHIC AREA WERE REASONABLY DESIGNED TO INFORM STUDENTS OF ALL RACIAL SEGMENTS IN THE GENERAL COMMUNITIES WITHIN THE AREA OF THE AVAILABILITY OF THE SCHOOL. THE QUESTION WHETHER A SCHOOL SATISFIES THE PRECEDING SENTENCE WILL BE DETERMINED ON THE BASIS OF THE FACTS AND CIRCUMSTANCES OF EACH CASE." HAWAI`I PACIFIC UNIVERSITY CUSTOMARILY DRAWS STUDENTS FROM HAWAI`I, NATIONWIDE AND GLOBALLY AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS: THE RACIAL MAKEUP OF ENROLLED STUDENTS ACCORDING TO IPEDS CATEGOROES IS AS FOLLOWS: AMERICAN INDIAN OR ALASKA NATIVE 1%, ASIAN/NATIVE HAWAIIAN /PACIFIC ISLANDER 25%, BLACK OR AFRICAN AMERICA 6%, HISPANIC/LATINO 12%, WHITE 33%, NON-RESIDENT ALIEN 4%. THE UNIVERSITY COMPLIED WITH ALL ASPECTS OF REV. PROC. 75-50, SECTIONS 4.01 THROUGH 4.05. SPACE PERMITTING, PRINT ADVERTISING AND BROCHURES INCLUDE THE FOLLOWING STATEMENT: "HAWAI`I PACIFIC UNIVERSITY IS AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION INSTITUTION THAT PROHIBITS DISCRIMINATION AGAINST, AND HARASSMENT OF, ANY PERSON ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEXUAL ORIENTATION, AGE, ANCESTRY, MARITAL STATUS, DISABILITY, ARREST AND COURT RECORD, OR VETERAN STATUS. SEX DISCRIMINATION INCLUDES SEXUAL HARASSMENT AND SEXUAL ASSAULT. FOR MORE INFORMATION ON HOW TO REPORT DISCRIMINATION OR HARASSMENT TO HPU, PLEASE GO TO WWW.HPU.EDU/STUDENTLIFE AND CLICK ON THE LINK TO THE STUDENT HANDBOOK." WHERE SPACE DOES NOT PERMIT THE LONG VERSION, A SHORTER VERSION IS USED: "HAWAI`I PACIFIC UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, RELIGION, GENDER, AGE, ANCESTRY, MARITAL STATUS, SEXUAL ORIENTATION, VETERAN STATUS AND DISABILITY."
FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY PART I, QUESTION 6A HAWAI`I PACIFIC UNIVERSITY PARTICIPATES IN UNITED STATES DEPARTMENT OF EDUCATION FINANCIAL AID PROGRAMS AND OTHER GOVERNMENT GRANT PROGRAMS FUNDING RESEARCH AND TEACHING.
Schedule E (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     Investments   13,271,000
Central America and the Caribbean   10 Program Services STUDY ABROAD 21,600
East Asia and the Pacific   3 Program Services RECRUITMENT 257,450
East Asia and the Pacific   23 Program Services STUDY ABROAD 31,316
East Asia and the Pacific   1 Program Services MATERIALS DEVELOPMENT 6,250
East Asia and the Pacific   3 Program Services FACULTY ONLINE COURSE 19,837
Europe (Including Iceland and Greenland)   3 Program Services RECRUITMENT 641,064
Europe (Including Iceland and Greenland)   5 Program Services FACULTY ONLINE COURSE 122,027
Middle East and North Africa   1 Program Services RECRUITMENT 23,732
Middle East and North Africa   1 Program Services FACULTY ONLINE COURSE 10,060
North America   1 Program Services RECRUITMENT 14,944
South Asia   1 Program Services RECRUITMENT 51,851
           
           
           
           
           
3a Sub-total .....   52 14,471,131
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   52 14,471,131
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
EXPLANATION OF EXPENDITURES PART 1, QUESTION 3(F) "RECRUITMENT" INCLUDES TRAVEL EXPENSES FOR RECRUITERS, FEES FOR AGENTS, FEES FOR PARTICIPATION IN COLLEGE RECRUITING FAIRS AND ADVERTISING. "FACULTY ONLINE COURSE" EXPENSES INCLUDE PAYMENTS TO FACULTY LIVING ABROAD WHO INSTRUCT ONLINE COURSES. "STUDY ABROAD" EXPENSES INCLUDE TRAVEL AND EDUCATIONAL EXPENSES FOR STUDY ABROAD TRIPS. "MATERIALS DEVELOPMENT" EXPENSES INCLUDE PROFESSIONAL FEES FOR DEVELOPMENT OF EDUCATIONAL TEACHING MATERIALS.
METHOD USED TO ACCOUNT FOR EXPENDITURES PART I, QUESTION 3(F) THE ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES WHICH ARE CARRIED ON THE BOOKS AND RECORDS OF THE UNIVERSITY.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

CHEER T-SHIRTS
(event type) 		(b) Event #2

BAND CONCESSION
(event type) 		(c) Other Events

7
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 27,457 20,585 77,758 125,800
2 Less: Charitable
contributions . . . 		    735 735
3 Gross income (line 1
minus line 2) . . . 		27,457 20,585 77,023 125,065
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 11,566 5,000 20,126 36,692
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 36,692
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 88,373
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number
99-0113930
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Various Students financial aid and scholarships 2177 16,371,635      
(2) Various Faculty - Faculty Development Grant 70 142,604      
(3) Various Faculty - Trustee Scholarly Endeavor 10 13,924      









Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANTS PART I, QUESTION 2 HAWAI`I PACIFIC UNIVERISTY'S OFFICES OF FINANCIAL AID AND SCHOLARSHIPS OVERSEE FEDERAL AND UNIVERSITY GRANT, SCHOLARSHIP, LOAN AND WORK-STUDY PROGRAMS. FEDERAL PROGRAMS ARE ADMINISTERED ACCORDING TO THE LAWS, RULES AND REGULATIONS ISSUED BY THE U.S. DEPARTMENT OF EDUCATION, THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, OR OTHER GRANTING AGENCY. UNIVERISTY SCHOLARSHIPS AND GRANTS ARE ADMINISTERED ACCORDING TO THE POLICIES AND PROCEDURES IMPLEMENTED BY THE FINANCIAL AID OFFICE TO SUPPORT THE UNIVERSITY'S ENROLLMENT PLAN. THE OFFICES AWARD AID BASED ON THE FEDERAL FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND SUPPORTING DOCUMENTATION TO VERIFY A STUDENT'S ELIGIBILITY FOR NEED BASED PROGRAMS AND SCHOLARSHIPS WHERE NEED IS A CRITERIA. IN ADDITION, STUDENTS ARE REVIEWED BASED ON ACADEMIC AND TALENT QUALIFICATIONS FOR MERIT BASED SCHOLARSHIPS AND GRANTS IN AREAS SUCH AS DANCE, CHEER, ATHLETICS, MUSIC, DEBATE AND OTHER AREAS. PRESIDENT'S SCHOLARS SCHOLARSHIPS ARE AWARDED BASED ON MERIT, GRADE POINT AVERAGE AND RECOMMENDATIONS. FINANCIAL AID AND THE SCHOLARSHIPS OFFICES MONITOR THE CONTINUED ELIGIBILITY OF STUDENTS FOR AWARDS. TRUSTEE'S SCHOLARLY ENDEAVORS PROGRAM FUNDS FACULTY SCHOLARSHIP AND RESEARCH GRANTS. AS A CONDITION OF THE GRANT, FACULTY PRODUCE WRITTEN OR OTHER WORK TO REPORT TO THE TRUSTEE'S FACULTY SCHOLARLY ENDEAVORS COMMITTEE ON THE RESULTS OF THEIR FUNDED WORK. FACULTY DEVELOPMENT GRANTS FUND FACULTY ATTENDANCE AT REGIONAL, NATIONAL OR INTERNATIONAL CONFERENCES AND REQUIRE THE SUBMISSION OF RECEIPTS FOR ALL EXPENSES. TECHNOLOGY ENHANCEMENT GRANTS ARE FUNDED AND REQUIRE THE SUBMISSION OF RECEIPTS FOR THE FUNDED EQUIPMENT.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) DR GEOFFREY BANNISTER (i)
(ii)		 286,230
  		0
  		6,825
  		26,950
  		12,999
  		333,004
  		0
 
(2) KENNETH T UEMURA (i)
(ii)		 322,092
  		0
  		3,833
  		21,802
  		14,536
  		362,263
  		0
 
(3) WILLIAM H KLINE (i)
(ii)		 138,203
  		18,000
  		3,685
  		12,473
  		18,813
  		191,174
  		0
 
(4) DR JOHN M KEARNS (i)
(ii)		 246,270
  		0
  		2,972
  		26,904
  		7,133
  		283,279
  		0
 
(5) DR ANDREW BRITTAIN (i)
(ii)		 128,565
  		0
  		0
  		14,834
  		41,633
  		185,032
  		0
 
(6) EDWARD R STEPIEN (i)
(ii)		 252,209
  		0
  		5,546
  		23,146
  		1,572
  		282,473
  		0
 
(7) MARY ELLEN MCGILLAN (i)
(ii)		 114,122
  		30,000
  		4,230
  		11,066
  		9,582
  		169,000
  		0
 
(8) SCOTT C STENSRUD (i)
(ii)		 166,086
  		0
  		11,670
  		19,824
  		743
  		198,323
  		0
 
(9) JANET S KLOENHAMER (i)
(ii)		 140,223
  		0
  		3,583
  		1,128
  		11,499
  		156,433
  		0
 
(10) CLAIRE K COOPER (i)
(ii)		 183,894
  		0
  		5,584
  		20,785
  		7,458
  		217,721
  		0
 
(11) DR LESLIE H CORREA (i)
(ii)		 157,714
  		0
  		1,560
  		18,138
  		11,587
  		188,999
  		0
 
(12) KATHLEEN R CLARK (i)
(ii)		 150,499
  		0
  		3,170
  		16,753
  		1,123
  		171,545
  		0
 
(13) ROBERT E CYBORON (i)
(ii)		 136,242
  		0
  		1,560
  		15,040
  		1,097
  		153,939
  		0
 
(14) MARGARET ULVELING (i)
(ii)		 133,609
  		0
  		2,210
  		15,288
  		8,813
  		159,920
  		0
 
(15) DR NANCY L HEDLUND (i)
(ii)		 137,966
  		0
  		0
  		15,635
  		11,409
  		165,010
  		0
 
(16) DR STEVEN C COMBS (i)
(ii)		 169,402
  		0
  		1,560
  		19,740
  		2,178
  		192,880
  		0
 
(17) DR WARREN WEE (i)
(ii)		 163,620
  		0
  		660
  		17,816
  		297
  		182,393
  		0
 
(18) DARREN VORDERBRUEGGE (i)
(ii)		 135,994
  		0
  		2,760
  		15,252
  		8,160
  		162,166
  		0
 
(19) W GERALD GLOVER (i)
(ii)		 140,469
  		0
  		0
  		15,483
  		1,281
  		157,233
  		0
 
(20) LEROY O LANEY (i)
(ii)		 137,905
  		0
  		0
  		15,105
  		146
  		153,156
  		0
 
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
BENEFITS PART I, QUESTIONS 1A & 1B PRESIDENT GEOFFREY BANNISTER RECEIVED A FULLY TAXABLE HOUSING ALLOWANCE ($33,152). DURING THE TAX YEAR, THERE WAS NO WRITTEN POLICY REGARDING PAYMENT OF SOCIAL CLUB MEMBERSHIP DUES. SOCIAL CLUB MONTHLY DUES WERE PAID FOR THE FOLLOWING TWO (2) EXECUTIVES: PRESIDENT GEOFFREY BANNISTER (PACIFIC CLUB $7,153). 100% OF USE TREATED AS BUSINESS USE. VICE PRESIDENT, ALUMNI & UNIVERSITY RELATIONS MARY ELLEN MCGILLAN (PACIFIC CLUB $5,646). 100% OF USE TREATED AS BUSINESS USE.
METHODS USED TO ESTABLISH PRESIDENT'S COMPENSATION PART 1, QUESTION 3 ALL EXECUTIVE OFFICER COMPENSATION, INCLUDING THE PRESIDENT'S COMPENSATION, IS APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES BASED ON COMPARABLE COMPENSATION FROM SIMILAR INSTITUTIONS, AND REASONABLENESS OF EXECUTIVES COMPENSATION ASSESSED BY AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT. APPROVAL IS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE.
PERSONS RECEIVING SEVERANCE PAY PART 1, QUESTION 4A MARGARET ULVELING, ASSOCIATE VICE PRESIDENT, ALUMNI AND UNIVERSITY RELATIONS, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $109,379.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Micheline Soong FAMILY MEMBER OF OFFICER 73,039 compensation as professor   No
(2) Bank of Hawaii DIRS ARE TRUSTEES OF HPU 108,030 banking services (aggregate)   No
(3) FARMERS INSURANCE HAWAII INC DIR IS TRUSTEE OF HPU 215,072 INSURANCE SERVICES (AGGREGATE)   No
(4) FIRST HAWAIIAN BANK FAMILY MEMBER OF TRUSTEE 832,758 BANKING SERVICES (AGGREGATE)   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PART IV (1) MICHELINE SOONG IS A FAMILY MEMBER OF OFFICER JOHN KEARNS, VICE PRESIDENT ACADEMIC AFFAIRS. MICHELINE SOONG RECEIVES COMPENSATION AS A PROFESSOR AT HAWAI`I PACIFIC UNIVERSITY. (2) BANK OF HAWAII PROVIDES BANKING SERVICES TO HAWAI`I PACIFIC UNIVERSITY. TRUSTEE JAMES POLK IS AN OFFICER. TRUSTEE MICHAEL CHUN IS ON THE BOARD OF DIRECTORS. (3) FARMERS INSURANCE HAWAII, INC. PROVIDES WORKERS COMPENSATION INSURANCE TO HAWAI`I PACIFIC UNIVERSITY. TRUSTEE MICHELE SAITO IS AN OFFICER. (4) FIRST HAWAIIAN BANK PROVIDES BANKING SERVICES TO HAWAI`I PACIFIC UNIVERSITY. A FAMILY MEMBER OF TRUSTEE CHRISTINA DOANE IS ON THE BOARD OF DIRECTORS.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 27,499 FMV
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 1 24,222 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( PIANO ) X 1 1,000 FMV
26 Other Right pointing arrow large image ( STORY QUILT & BOOK ) X 1 300 FMV
27 Other Right pointing arrow large image ( GIFT CERTIFICATE ) X 1 50 COST/SELLING PRICE
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Identifier Return Reference Explanation
DESCRIPTION OF ORGANIZATION'S MISSION FORM 990, PART III, QUESTION 1 HAWAI`I PACIFIC UNIVERSITY IS AN INTERNATIONAL LEARNING COMMUNITY SET IN THE RICH CULTURAL CONTEXT OF HAWAI`I. STUDENTS FROM AROUND THE WORLD JOIN US FOR AN AMERICAN EDUCATION BUILT ON A LIBERAL ARTS FOUNDATION. OUR INNOVATIVE UNDERGRADUATE AND GRADUATE PROGRAMS ANTICIPATE THE CHANGING NEEDS OF THE COMMUNITY AND PREPARE OUR GRADUATES TO LIVE, WORK, AND LEARN AS ACTIVE MEMBERS OF A GLOBAL SOCIETY. OUR ENTREPRENEURIAL SPIRIT AND INTERNATIONAL LEARNING ENVIRONMENT CHALLENGE STUDENTS TO THINK DIFFERENTLY ABOUT THE WORLD AND THEIR PLACE IN IT. FOUNDED IN 1965, HAWAI`I PACIFIC UNIVERSITY IS THE LARGEST INDEPENDENT PRIVATE UNIVERSITY IN THE STATE OF HAWAI`I. THERE ARE OVER 8,000 UNDERGRADUATE AND GRADUATE STUDENTS FROM OVER 100 COUNTRIES AND ALL 50 STATES MAKING THE UNIVERSITY ONE OF THE MOST CULTURALLY DIVERSE UNIVERSITIES IN THE WORLD. HAWAI`I PACIFIC UNIVERSITY IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, THE COUNCIL ON SOCIAL WORK EDUCATION AND THE NATIONAL LEAGUE FOR NURSING ACCREDITING COMMISSION. STRATEGICALLY LOCATED IN THE CENTER OF THE PACIFIC RIM, THE REGION WITH THE FASTEST GROWING ECONOMIES IN THE WORLD, HAWAI`I PACIFIC UNIVERSITY DELIVERS AN OUTSTANDING LIBERAL ARTS EDUCATION THAT ANTICIPATES TODAY'S DYNAMIC WORKFORCE NEEDS AND PREPARES STUDENTS TO SUSTAIN HAWAI`I AND SUCCEED IN THE WORLD. THE MAIN CAMPUS IS LOCATED IN DOWNTOWN HONOLULU, THE BUSINESS AND FINANCIAL CENTER OF THE PACIFIC. EIGHT MILES AWAY, SITUATED ON OVER 130 ACRES IN KANEOHE, THE HAWAI`I LOA CAMPUS IS THE SITE OF THE SCHOOL OF NURSING, THE MARINE SCIENCE (MARINE BIOLOGY AND OCEANOGRAPHY), AND ENVIRONMENTAL STUDIES PROGRAMS AS WELL AS SEVERAL LIBERAL ARTS PROGRAMS. COURSES ARE ALSO OFFERED AT ALL OAHU MILITARY BASES FOR ACTIVE DUTY MILITARY, VETERANS, DEFENSE DEPARTMENT EMPLOYEES, AND THEIR DEPENDENTS. STUDENTS MAY TAKE CLASSES WHERE IT IS MOST CONVENIENT AND MAY SELECT FROM A WIDE RANGE OF ONLINE COURSES.
DESCRIPTION OF EXEMPT PURPOSE ACHIEVEMENTS FORM 990, PART III, QUESTIONS 4A-4C QUESTION 4A - COLLEGE OF HUMANITIES & SOCIAL SCIENCES THE COLLEGE OF HUMANITIES AND SOCIAL SCIENCES ENCOMPASSES NINE DEPARTMENTS (ARTS AND HUMANITIES, COMMUNICATION, EDUCATION, ENGLISH, HISTORY, LANGUAGES AND APPLIED LINGUISTICS, PSYCHOLOGY, SOCIAL SCIENCES, AND SOCIAL WORK) ALONG WITH ARTS PROGRAMS IN MUSIC, THEATER, AND THE VISUAL ARTS. ACCREDITED PROFESSIONS PROGRAMS IN EDUCATION AND SOCIAL WORK INCORPORATE EXTENSIVE FIELD EXPERIENCE TO PREPARE STUDENTS FOR CAREERS OF SERVICE. THE LANGUAGES AND APPLIED LINGUISTICS DEPARTMENT, WHICH INCLUDES THE BACHELOR AND MASTERS DEGREES IN TEACHING ENGLISH TO SPEAKERS OF OTHER LANGUAGES, OFFERED WORKSHOPS FOR EDUCATORS IN JAPAN AND VIETNAM AND HOSTED SEMINARS IN HAWAI`I FOR EDUCATORS AND STUDENTS FROM JAPAN AND KOREA. THE DEPARTMENT OF SOCIAL SCIENCES SPONSORS THE MODEL UN CLUB WHICH HAS WON AWARDS FOUR OF THE LAST FIVE YEARS AT THE NATIONAL UN CONFERENCE IN NEW YORK CITY. THE COMMUNICATION DEPARTMENT OVERSEAS HAWAI`I PACIFIC UNIVERSITY'S AWARD WINNING NEWSPAPER KALAMALAMA. THE MUSIC PROGRAM (BAND, CHAMBER ORCHESTRA, INTERNATIONAL CHORALE AND VOCAL ENSEMBLE) CONTINUE TO RECEIVE RECOGNITION, AND THEATER PRODUCTIONS HAVE GARNERED FIVE PO`OKELA AWARDS FOR EXCELLENCE. GRADUATES ARE WELL PREPARED TO BECOME LIFELONG LEARNERS AND HAVE THE CAPACITY FOR CRITICAL THOUGHT, CREATIVE EXPRESSION, CURIOSITY, ADAPTABILITY AND INDEPENDENCE. QUESTION 4B - COLLEGE OF NURSING & HEALTH SCIENCE THE COLLEGE OF NURSING AND HEALTH SCIENCES HAS IMPLEMENTED A VISION FOR HEALTH CARE IN THE 21ST CENTURY. THE COLLEGE OF NURSING AND HEALTH SCIENCES CURRICULUM INCLUDES CLASSROOM TRAINING, HANDS-ON CLINICAL SIMULATION, CLINICAL OPPORTUNITIES AND COMMUNITY INTERNSHIPS. STUDENTS HAVE CLINICAL OPPORTUNITIES AT MAJOR HOSPITALS AND MEDICAL FACILITIES ON OAHU, AND OPPORTUNITIES TO CONDUCT RESEARCH IN CAMPUS LABORATORIES. HEALTH ISSUES FACING HAWAI`I AND BEYOND ARE COMPLEX AND REQUIRE UNDERSTANDING OF HEALTH POLICY ANALYSIS, EPIDEMIOLOGY, HEALTH PROMOTION AND WELLNESS, HEALTH EDUCATION AND RESEARCH. THE NEED FOR SKILLED NURSES IS ACCELERATING AS THE PROPORTION OF THE POPULATION AGE 60 AND OLDER EXPANDS. THE CONTINUED NATIONAL NURSING SHORTAGE, NEED FOR ADVANCED PRACTICE NURSES, AND DIMISHING SUPPLY OF NURSE EDUCATORS ARE JUST THREE AMONG THE MANY CHALLENGES FACING HEALTH CARE TODAY. HAWAI`I PACIFIC UNIVERSITY IS WELL POSITIONED TO MEET THOSE CHALLENGES. THE CENTER FOR TRANSCULTURAL NURSING AT THE COLLEGE OF NURSING AND HEALTH SCIENCES FOCUSES ON THE RESEARCH, EDUCATION AND PRACTICE IN NURSING WHICH IS BASED UPON PEOPLE'S CULTURAL VALUES, BELIEFS, AND PRACTICES. THE MISSION OF THE TRANSCULTURAL NURSING CENTER IS TO PROMOTE THE DELIVERY OF CULTURALLY COMPETENT NURSING CARE TO DIVERSE POPULATIONS, ENHANCE THE HEALTH CARE OF A CHANGING, MORE CULTURALLY DYNAMIC POPULATION, WITH PARTICULAR FOCUS ON REDUCING HEALTH DISPARITIES. THE BACHELOR OF SCIENCE IN HEALTH SCIENCE PROGRAM PROVIDES A SOLID BACKGROUND FOR STUDENTS INTERESTED IN PURSUING CAREERS IN PUBLIC HEALTH AND OTHER RELATED FIELDS THAT REQUIRE UNDERSTANDING OF HEALTH POLICY ANALYSIS, EPIDEMIOLOGY, HEALTH PROMOTION AND WELLNESS, HEALTH EDUCATION AND RESEARCH. EXTENDING ITS GLOBAL FOOTPRINT, THE COLLEGE OF NURSING AND HEALTH SCIENCE Renewed ITS INTERNATIONAL NURSING CLINICAL EXPERIENCE IN MAY 2011. STUDENTS AND FACULTY TRAVELED TO JAPAN FOR AN INTENSIVE two WEEK LONG PROGRAM. DURING THIS EXPERIENCE, STUDENTS EXPLORED AND COMPARED HEALTH SYSTEMS INCLUDING SUCH ISSUES AS ACCESS TO CARE, HOW CULTURE ALTERS CARE PRACTICES AND ECONOMIC ISSUES. STUDENTS WERE ALSO PROVIDED THE OPPORTUNITY TO MAKE SITE VISITS TO COMMUNITY HEALTH CLINICS, HOMELESS SHELTERS, AND HOSPICE AND PALLIATIVE CARE SETTINGS. FACULTY AND STUDENTS ALSO PROVIDED LECTURES ON HEALTH CARE IN THE UNITED STATES. THIS PROGRAM WAS SO SUCCESSFUL THAT FACULTY HAVE BEEN INVITED TO RETURN ANNUALLY since 2010. Students and Faculty from Japan also visit HPU for a week each year to learn more about the US Health Care and nursing education particularly the use of simulation in a true exchange format. GRADUATES HAVE THE ABILITY TO ANALYZE, ASSESS AND THINK CRITICALLY YET EXPRESS COMPASSION TO DELIVER HEALTH CARE IN A MULTICULTURAL ENVIRONMENT DEDICATED TO THE CARE OF BODY, MIND AND SPIRIT. QUESTION 4C - COLLEGE OF BUSINESS ADMINISTRATION Hawai`i Pacific University's College of Business Administration prepares students to be profession ready global leaders. It offers undergraduate and master level graduate degrees. The College offers a portfolio of programs that are contemporary and relevant that may be taken either in a seated or online option. Two key themes of the College are the use of project based learning in classes and the engagement with students, faculty, and the Honolulu Business Community. Students in the College's Programs are active in a number of clubs. A particularly active organization is SIFE (Students in Free Enterprise), which conducts projects that give students hands-on experience with the key business functions such as marketing, human resource management, information systems, and financing. The Club participates annually in regional competitions, usually taking first or second place. The College also coordinates the Pappas Entrepreneurship Lecture Series which brings together prominent entrepreneurs with Hawai`i Pacific University students and faculty. Graduates of the College understand the global competitive environment and possess the necessary professional knowledge and skills to actively compete worldwide.
DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, QUESTION 4D CENTER FOR OFF-CAMPUS PROGRAMS HAWAI`I PACIFIC UNIVERSITY IS COMMITTED TO PROVIDING OUR MILITARY COMMUNITY A QUALITY EDUCATION IN A FLEXIBLE, MILITARY FRIENDLY ENVIRONMENT. THE OFF-CAMPUS PROGRAMS COURSES (IN CLASSROOM AND ONLINE) ARE AVAILABLE TO ALL MILITARY SERVICE MEMBERS, THEIR FAMILIES, VETERANS AND U.S. GOVERNMENT CIVILIAN PERSONNEL. THE COURSES ARE DESIGNED IN FLEXIBLE FORMATS THAT EXPAND ACADEMIC AND SCHEDULING OPPORTUNITIES TO HELP MILITARY STUDENTS STAY ON THEIR EDUCATIONAL PLAN. THE OFF-CAMPUS PROGRAMS OFFER ASSOCIATE, BACHELOR AND MASTER DEGREES IN SEVERAL DEGREE PROGRAMS INCLUDING NATURAL AND SOCIAL SCIENCES, MATHEMATICS, COMPUTER SCIENCE, BUSINESS AND LIBERAL ARTS. THE UNIVERSITY PARTNERS WITH THE DEPARTMENT OF VETERANS AFFAIRS TO HELP VETERANS PAY FOR THEIR EDUCATION THROUGH THE POST-9/11 GI BILL AND "YELLOW RIBBON SUPPLEMENT PROGRAM". HAWAI`I PACIFIC UNIVERSITY IS ALSO ASSOCIATED WITH THE NAVY COLLEGE PROGRAM DISTANCE LEARNING PARTNERSHIP AND IS A MEMBER OF SERVICEMEMBERS OPPORTUNITY COLLEGES CONSORTIUM. HAWAI`I PACIFIC UNIVERSITY HAS RECEIVED SEVERAL AWARDS FOR ITS OFF-CAMPUS PROGRAMS. THE COUNCIL OF COLLEGE AND MILITARY EDUCATORS (CCME) BOARD HONORED HAWAI`I PACIFIC UNIVERSITY WITH THE 2010 INSTITUTION AWARD RECOGNIZING THE UNIVERSITY'S SIGNIFICANT CONTRIBUTIONS TO MILITARY EDUCATION. HAWAI`I PACIFIC UNIVERSITY IS RANKED IN THE TOP 25 OF MILITARY FRIENDLY SCHOOLS BASED ON THE QUALITY OF ITS ACADEMICS AND THE ON CAMPUS AND ONLINE SUPPORT THE PROGRAM PROVIDES TO THE MILITARY, VETERANS AND THEIR FAMILIES. THE UNIVERSITY WAS ALSO SELECTED BY MILITARY ADVANCED EDUCATION (MAE) MAGAZINE IN ITS GUIDE TO TOP MILITARY FRIENDLY COLLEGES AND UNIVERSITIES. (EXPENSES $9,751,662 INCLUDING GRANTS OF $1,361,884) (REVENUE $12,574,296) COLLEGE OF NATURAL & COMPUTATIONAL SCIENCES THE COLLEGE OF NATURAL AND COMPUTATIONAL SCIENCES OFFERS BACHELORS DEGREES IN BIOCHEMISTRY, BIOLOGY, CHEMISTRY, COMPUTER SCIENCE, ENVIRONMENTAL SCIENCE, ENVIRONMENTAL STUDIES, MARINE BIOLOGY, MATHEMATICS, AND OCEANOGRAPHY. SOME OF OUR MAJORS HAVE TWO OR MORE CONCENTRATIONS WHICH PROVIDES STUDENTS WITH FURTHER DEPTH AND CHOICE, OFFERING MORE OPPORTUNITY TO MATCH OUR ACADEMIC PROGRAMS WITH STUDENTS' SPECIFIC INTERESTS AND CAREER GOALS. AT THE SAME TIME, MOST OF OUR BACHELOR PROGRAMS HAVE ACCOMPANYING MINOR DEGREES THAT PROVIDE STUDENTS BREADTH BEYOND THEIR MAIN FIELD OF STUDY. THE COLLEGE MAINTAINS ARTICULATIONS WITH ENGINEERING AND HEALTH PROFESSIONS SCHOOLS TO CREATE PATHWAYS FOR STUDENTS TO ADVANCE THEIR EDUCATION, AND ALL OUR PROGRAMS ARE SUCCESSFUL IN PLACING STUDENTS INTO GRADUATE SCHOOLS. AMONG OUR ARTICULATION PROGRAMS IS THE 3-2 ENGINEERING DUAL DEGREE PROGRAM WHERE STUDENTS EARN A BACHELOR OF SCIENCE IN APPLIED MATHEMATICS FROM HPU AND A BACHELOR OF SCIENCE IN ENGINEERING FROM EITHER UNIVERSITY OF SOUTHERN CALIFORNIA (USC) IN LOS ANGELES OR WASHINGTON UNIVERSITY IN ST. LOUIS. OUR PRE-HEALTH PROFESSIONS PROGRAM SUPPORTS HPU STUDENTS IN THEIR PROGRESSION TOWARD MEDICAL, DENTAL, VETERINARY, PHARMACY, PHYSICAL THERAPY, OR CHIROPRACTIC SCHOOLS. ALTHOUGH ALIGNED WITH THE BIOLOGY PROGRAM'S CONCENTRATION IN HUMAN AND HEALTH SCIENCES, STUDENTS FROM ANY MAJOR CAN FULLY PARTICIPATE IN THE PROGRAM AND RECEIVE THE SAME MENTORING, ADVISING, AND OTHER SERVICES TO ENSURE THEY STAY ON TRACK TO MEET THEIR GOALS. OUR COMPUTER SCIENCE PROGRAM IS WELL KNOWN FOR ENGAGING STUDENTS IN PROGRAMMING SKILLS, WINNING THE HAWAII SITE IN 2011 FOR THE ACM (ASSOCIATION FOR COMPUTING MACHINERY) INTERNATIONAL COLLEGIATE PROGRAMMING CONTEST. A HALLMARK OF OUR UNDERGRADUATE PROGRAMS IS THE OPPORTUNITY FOR UNDERGRADUATE STUDENTS TO GAIN HANDS ON EXPERIENCE IN STATE-OF-THE-ART SCIENTIFIC INSTRUMENTATION AND RESEARCH OPPORTUNITIES. APPROXIMATELY 70 UNDERGRADUATE STUDENTS A YEAR TRAIN WITH HIGH TECH RESEARCH GRADE INSTRUMENTS WHICH ARE INTEGRATED INTO THEIR COURSE WORK. ANOTHER 60 STUDENTS PER YEAR DIRECTLY PARTICIPATE IN BIOMEDICAL, CHEMICAL, AND MARINE SCIENCE RESEARCH PROGRAMS. ANOTHER 7 ADVANCED UNDERGRADUATE STUDENTS SERVE AS MENTORS THAT GUIDE OTHER STUDENTS IN THE USE OF HIGH TECH RESEARCH INSTRUMENTS. IN ADDITION TO EXCELLENT UNDERGRADUATE PROGRAMS, THE COLLEGE OFFERS AN OUTSTANDING GRADUATE PROGRAM, OUR MASTER OF SCIENCE IN MARINE SCIENCE (MSMS), WHICH IS DESIGNED TO PREPARE STUDENTS FOR AN ARRAY OF CAREERS, ARMED WITH A SOLID UNDERSTANDING OF MARINE SCIENCE AND RELATED DISCIPLINES, AS WELL AS THE SKILLS TO CONDUCT RESEARCH AND COMMUNICATE SCIENTIFIC RESULTS. THE MSMS PROGRAM IS RESEARCH INTENSIVE, PAIRING GRADUATE STUDENTS WITH PROFESSORS TO WORK SIDE BY SIDE TO SOLVE PERTINENT SCIENTIFIC PROBLEMS OF SIGNIFICANCE TO SOCIETY. THE MSMS PROGRAM WAS BUILT ON THE FOUNDATION OF OUR RIGOROUS UNDERGRADUATE MARINE SCIENCE PROGRAM, OUR STRONG EXTRAMURALLY FUNDED RESEARCH, AND OUR AFFILIATION WITH THE OCEANIC INSTITUTE. IT IS MODELED AFTER THE TRADITIONAL SCIENCE GRADUATE PROGRAM, WHICH MEANS STUDENTS ENGAGE IN CORE AND ELECTIVE COURSE WORK, WHILE WORKING ON AN INTENSIVE INDEPENDENT RESEARCH PROJECT LEADING TO A THESIS AND, OFTEN, SCIENTIFIC PUBLICATIONS THAT CONTRIBUTES TO THEIR FIELD OF STUDY. TOGETHER, OUR PROGRAMS COMBINE CLASSROOM TEACHING, FIELDWORK, AND OPPORTUNITIES FOR RESEARCH FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS. RESEARCH FACILITIES INCLUDE STATE-OF-THE-ART LABORATORIES AT THE WINDWARD OAHU HAWAI`I LOA CAMPUS, THE OCEANIC INSTITUTE, AND RESEARCH/INSTRUCTIONAL VESSEL, THE KAHOLO. OUR 48 FULL-TIME FACULTY -- AND STRONG ROSTER OF ADJUNCT FACULTY -- TAKE GREAT PRIDE IN THE EDUCATIONAL EXPERIENCE OFFERED IN THE COLLEGE OF NATURAL AND COMPUTATIONAL SCIENCES. WE RECOGNIZE THAT THE MORE PREPARED, TRAINED AND DEVELOPED OUR STUDENTS ARE, THE MORE THEY WILL STANDOUT AND EXCEL WHEREVER THEIR NEXT DESTINATION MAY BE, WHETHER JOINING THE WORKFORCE OR MATRICULATING INTO GRADUATE / PROFESSIONAL SCHOOL. QUITE SIMPLY, WE ARE GUIDED BY THE IDEA THAT OUR SUCCESS IS MEASURED BY THE SUCCESS OF OUR GRADUATES. (EXPENSES $8,280,801 INCLUDING GRANTS OF $1,539,698) (REVENUE $10,767,820) STUDENT ACTIVITIES AND ATHLETICS HAWAI`I PACIFIC UNIVERSITY OFFERS INTERMURAL AND COMPETITIVE ATHLETICS, AND MUSIC PERFORMANCE, DANCE AND THEATER PROGRAMS AMONG OTHER NON-CREDIT ACTIVITIES. HAWAII PACIFIC UNIVERSITY HOUSES 13 NCAA (6 MEN AND 7 WOMEN) SPORTS AND TWO SPIRIT SQUADS (CHEER AND DANCE) THAT SHOW OUTSTANDING ATHLETIC ABILITIES. IN THE PAST YEAR OUR MEN'S TENNIS ROSE FROM BEING RANKED 16TH TO 5TH AND OUR WOMEN'S TENNIS WAS RANKED 6TH IN THE NATION. IN ADDITION, WE HAVE NATIONALLY RANKED CHEER AND DANCE TEAMS. WITH A TRADITION OF WINNING, THE HPU LARGE CO-ED CHEER TEAM HAS WON NINE STRAIGHT NATIONAL CHEERLEADING ASSOCIATION (NCA) DIVISION II TITLES (2003-2011) AND THE HPU SMALL CO-ED CHEER TEAM HAS WON FIVE NATIONAL NCA DIVISION II TITLES (2005-2008, 2011). THE HPU DANCE TEAM HAS WON FIVE CONSECUTIVE NATIONAL DANCE ALLIANCE DIVISION II CHAMPIONSHIPS, EARNING TWO TITLES IN 2010, TOTALING SIX TITLES OVERALL (2004, 2006-2010). THE HAWAI'I PACIFIC ATHLETICS DEPARTMENT AS A WHOLE RANKED THIRD IN THE CONFERENCE IN THE LEARFIELD SPORTS DIRECTOR'S CUP. ATHLETICS ALSO HAVE HAD THE PLEASURE OF ANNOUNCING THAT SEVERAL OF OUR HPU ATHLETES HAVE BECOME THE PACWEST PLAYER OF THE WEEK OR MADE THE ALL-PACWEST TEAM IN THEIR RESPECTIVE SPORT. NOT ONLY ARE OUR ATHLETES OUTSTANDING ON THEIR RESPECTIVE FIELD OF PLAY, BUT THEY ARE ALSO OUTSTANDING IN THE COMMUNITY. KAM'S HELMET WENT STRONG FOR ANOTHER YEAR PROVIDING THE COMMUNITY WITH FREE BIKE AND SKATEBOARDING HELMETS TO FURTHER PREVENT HEAD RELATED INJURIES. SAAC (STUDENT-ATHLETE ADVISORY COMMITTEE) AND THE FEMALE ATHLETES PUT ON A GIRLS DAY WHERE GIRLS AND WOMEN IN THE COMMUNITY WERE ENCOURAGED TO COME DOWN AND GET ACTIVE. (EXPENSE $7,820,201 INCLUDING GRANTS OF $8,092,384) (REVENUE $10,178,025)
DELEGATED AUTHORITY TO EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 4A DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, AND SUBJECT TO SUCH LIMITATIONS AS MAY BE REQUIRED BY LAW OR SPECIFICALLY IMPOSED BY ACTIONS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS OF THE CORPORATION AND DELEGATE TO OTHER COMMITTEES SUCH OF ITS POWERS AND DUTIES AS IT DEEMS APPROPRIATE. THE OFFICERS OF THE BOARD, WHO ARE ALSO TRUSTEES, AND THE CHAIRS OF THE STANDING COMMITTEES, CONSTITUTE THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE SECRETARY OF THE BOARD SERVES AS THE SECRETARY OF THE EXECUTIVE COMMITTEE. DURING THE TAX YEAR, THE EXECUTIVE COMMITTEE DID NOT EXERCISE ITS AUTHORITY TO ACT ON BEHALF OF THE BOARD.
RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES FORM 990, PART VI, QUESTION 2 TRUSTEES JAMES AJELLO AND JAMES POLK HAVE A BUSINESS RELATIONSHIP.
SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, QUESTION 4A CHANGES TO BYLAWS: BOARD OF TRUSTEES: QUALIFICATIONS - ADDITIONAL QUALIFICATIONS INCLUDE MEMBERS SHOULD BE DIVERSE IN TERMS OF GENDER AND RACIAL-ETHNIC BACKGROUND, SHOULD BE INDEPENDENT OF AND CONTRIBUTE TO THE WELL-BEING OF THE UNIVERSITY. MEMBERSHIP - IN ADDITION TO A MINIMUM NUMBER OF MEMBERS, THE BOARD WILL HAVE APPROXIMATELY TWENTY SEVEN (27) MEMBERS SO AS TO PERMIT THE COMMITTEES OF THE BOARD TO BE COMPRISED OF A SUFFICIENT NUMBER OF QUALIFIED INDIVIDUALS. REMOVAL - THE REQUIRED TWO-THIRDS VOTE BY ALL BOARD MEMBERS WAS CHANGED TO A MAJORITY OF MEMBERS PRESENT. TERM LIMITATIONS - TO ENCOURAGE TERMS Of SERVICE THAT PROMOTE CONTINUITY AND INDEPENDENCE, THE NUMBER OF YEARS LIMITING TERMS OF SERVICE WAS AMENDED TO REFLECT THAT ANY MEMBER WILLING TO CONTINUE MAY BE RE-ELECTED FOR AN IMMEDIATE SUCCEEDING TERM. AUTHORITY AND RESPONSIBILITY - THE BOARD HAS THE AUTHORITY TO HIRE, EVALUATE AND TERMINATE THE SERVICES OF THE PRESIDENT. OFFICERS OF THE BOARD: OFFICERS - THE SECRETARY AND TREASURER ARE NO LONGER REQUIRED TO BE MEMBERS OF THE BOARD, AS WELL AS, THE ADDITION OF THE ASSISTANT SECRETARY.THE CHAIR AND VICE CHAIR SHALL BE LIMITED TO FOUR (4) CONSECUTIVE TERMS OF OFFICE. THE CHAIR AND SECRETARY MAY NOT BE HELD BY THE SAME PERSON.
PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B FORM 990 AND SUPPORTING WORK-PAPERS ARE PREPARED AND REVIEWED INTERNALLY THEN SENT TO AN EXTERNAL TAX ACCOUNTING FIRM FOR REVIEW. AFTER ANY PROPOSED ADJUSTMENTS, THE FORMS ARE REVIEWED BY STAFF AND MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. THE FINAL FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. THE AUDIT COMMITTEE APPROVES THE FORM 990 PRIOR TO FILING, WHICH APPROVAL WILL BE DOCUMENTED IN THE COMMITTEE MINUTES. THE FORM 990 WILL BE MADE AVAILABLE TO ALL TRUSTEES PRIOR TO FILING.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST FORM 990, PART VI, QUESTION 12C CONFLICT OF INTEREST POLICY IS SET FORTH IN THE BYLAWS AS FOLLOWS: EACH TRUSTEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST FOR REVIEW BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. TRUSTEES WITH ANY ACTUAL OR POTENTIAL CONFLICTS MAY NOT VOTE ON MATTERS WITH WHICH THEY MAY HAVE A CONFLICT. OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY AND WHENEVER APPROPRIATE, ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. ALL CONFLICTS ARE RESOLVED IN ACCORDANCE WITH HAWAII PACIFIC UNIVERSITY'S WRITTEN CONFLICT OF INTEREST POLICIES.
OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTIONS 15A & 15B QUESTION 15A THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EVALUATED THE PRESIDENT'S COMPENSATION BASED ON A SURVEY OF COMPARABLE INSTITUTIONS OBTAINED FROM AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM SPECIALIZING IN HIGHER EDUCATION. THE COMPENSATION COMMITTEE REVIEWED THE ANALYSIS IN RELATION TO ITS COMPENSATION PHILOSOPHY, BOARD EXPECTATIONS AND ANY ADJUSTMENTS RECOMMENDED. APPROVAL WAS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. QUESTION 15B THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EVALUATED AND APPROVED THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS, INCLUDING VICE PRESIDENTS AND ASSOCIATE VICE PRESIDENTS, BASED ON COMPARABILITY DATA OBTAINED FROM AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM SPECIALIZING IN HIGHER EDUCATION. THE PRESIDENT REVIEWED THE COMPENSATION OF OTHER OFFICERS BASED ON THE COMPENSATION SURVEY DATA AND MADE RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR APPROVAL. DECISIONS WERE DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE.
PARTICIPATION IN A JOINT VENTURE OR SIMILAR ARRANGEMENT FORM 990, PART VI, QUESTION 16A DURING THE TAX YEAR, HAWAI`I PACIFIC UNIVERSITY FORMED HAWAII DOWNTOWN HOLDING, LLC (HDH), A WHOLLY-OWNED, FOR-PROFIT HOLDING COMPANY, WHOSE SOLE PURPOSE WAS TO PURCHASE AN 80% INTEREST IN HAWAII LIFESTYLE RETAIL PROPERTIES, LLC (HLRP). HLRP IS A FOR-PROFIT ENTITY ESTABLISHED IN APRIL 2011 BY AN UNRELATED THIRD PARTY TO ACQUIRE THE LEASEHOLD INTEREST IN ALOHA TOWER MARKETPLACE (ATM). HLRP CURRENTLY ENGAGES SOLELY IN THE BUSINESS OF LEASING CERTAIN COMMERCIAL SPACE IN ATM. ATM IS A COMMERCIAL REAL PROPERTY BUILT IN 1994, WITH APPROXIMATELY 169,000 SQ FT OF GROSS LEASABLE AREA. HAWAI`I PACIFIC UNIVERSITY PLANS TO DEVELOP THE PROPERTY INTO A MIXED USE RESIDENTIAL/COMMERCIAL PROPERTY TO ACCOMODATE STUDENT HOUSING, INSTRUCTIONAL, ACADEMIC SUPPORT, AND ATHLETIC PROGRAM NEEDS.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 HAWAI`I PACIFIC UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE UNIVERSITY'S FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
NON-VOTING MEMBERS OF THE BOARD OF TRUSTEES FORM 990, PART VII, SECTION A THE FOLLOWING INDIVIDUALS SERVED AS NON-VOTING MEMBERS OF THE BOARD OF TRUSTEES AND WERE NOT COMPENSATED FOR THEIR SERVICES: NAME TITLE AVG HRS/WEEK SAMUEL A. COOKE TRUSTEE EMERITUS 5.0 JEAN F. CORNUELLE TRUSTEE EMERITUS 5.0 WILMER C. MORRIS TRUSTEE EMERITUS 5.0 HENRY F. RICE TRUSTEE EMERITUS 5.0
RECONCILIATION OF NET ASSETS FORM 990, PART XI, QUESTION 5 NET UNREALIZED LOSS ( 4,329,019) GAIN ON BARGAIN PURCHASE 4,908,235 TEMPORARY BOOK/TAX DIFFERENCES: AMORTIZATION (715,778) DEPRECIATION 115,395 BAD DEBT EXPENSE ( 56,688) -------- NET ( 657,071) ROUNDING ADJUSTMENT 3 ------------- OTHER CHANGES IN NET ASSETS ( 77,852) =============
CONSOLIDATED AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, QUESTION 2 HAWAI`I PACIFIC UNIVERSITY HAS CONSOLIDATED AUDITED FINANCIAL STATEMENTS WITH OCEANIC INSTITUTE, HAWAII DOWNTOWN HOLDINGS, LLC AND THE CONTROLLING INTEREST OF HAWAII LIFESTYLE RETAIL PROPERTIES, LLC. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE AUDIT AND THE REVIEW AND SELECTION OF THE INDEPENDENT AUDITOR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Hawaii Pacific University
 
Employer identification number

99-0113930
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) HAWAII DOWNTOWN HOLDINGS LLC
1164 BISHOP STREET SUTE 1200
HONOLULU,HI86813
99-0113930 		HOLDING CO HI -533,495 16,947,218 HPU
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) HAWAII LIFESTYLE RETAIL PROPERTIES LLC

1 ALOHA TOWER DRIVE SUITE 3000
HONOLULU,HI96814
32-0361534 		REAL ESTATE LEASE HI HDH
  		EXCLUDED FROM TAX -954,642 17,181,533 Yes   223,042 Yes   80.000 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) HAWAII LIFESTYLE RETAIL PROPERTIES LLC

 B 14,310,000 FMV
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
RELATED ORGANIZATIONS PART I & PART III "HPU" = HAWAI`I PACIFIC UNIVERSITY "HDH" = HAWAII DOWNTOWN HOLDINGS, LLC "HLRP" = HAWAII LIFESTYLE RETAIL PROPERTIES "LRP" = LIFESTYLE RETAIL PROPERTIES
Additional Data


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