SOKA UNIVERSITY OF AMERICA Charity Report

Public IRS 990 nonprofit record

SOKA UNIVERSITY OF AMERICA

EIN 95-3909672 · Universities (B43)

What they do

THE MISSION of SOKA UNIVERSITY of AMERICA is to FOSTER A STEADY STREAM of GLOBAL CITIZENS COMMITTED to LIVING A CONTRIBUTIVE LIFE. CONTINUED ON SCHEDULE O.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $61.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.24%of revenue went to mission work61.7% of expenses · Program services

1.60%of revenue went to fundraising1.3% of expenses

$125.11spent for every $100 of revenueSpending was higher than revenue this year.

46.27%of revenue went to management and office costs37.0% of expenses

$15.98in assets for every $1 spent this yearSome assets cannot be spent right away.

9.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $24,346,439 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $631,722 for EDWARD FEASEL (PRESIDENT/PROF OF ECONOMICS). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$96,947,119

Mission workProgram services$74,879,10677.24% of revenue61.7% of expenses

ManagementOffice and general costs$44,859,17246.27% of revenue37.0% of expenses

FundraisingAsking for donations$1,555,2801.60% of revenue1.3% of expenses

Total expenses$121,293,558125.11% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 61.7% mission · 37.0% management · 1.3% fundraisingTotal expenses: 125.11% of revenue

2023Expense mix: 63.8% mission · 34.9% management · 1.3% fundraisingTotal expenses: 129.00% of revenue

2022Expense mix: 63.8% mission · 34.9% management · 1.4% fundraisingTotal expenses: 257.58% of revenue

2021Expense mix: 62.8% mission · 35.9% management · 1.3% fundraisingTotal expenses: 88.92% of revenue

2020Expense mix: 66.5% mission · 32.1% management · 1.4% fundraisingTotal expenses: 123.29% of revenue

2018Expense mix: 67.5% mission · 31.0% management · 1.4% fundraisingTotal expenses: 163.28% of revenue

2017Expense mix: 68.2% mission · 30.5% management · 1.4% fundraisingTotal expenses: 49.03% of revenue

2016Expense mix: 68.1% mission · 30.1% management · 1.7% fundraisingTotal expenses: 97.37% of revenue

Money in and money out

Revenue$96,947,119

Expenses$121,293,558

Annual shortfall $24,346,439 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$74,879,106 · 61.7% of expenses

Management and office costs$44,859,172 · 37.0% of expenses

Fundraising$1,555,280 · 1.3% of expenses

See all reported dollar amounts

Revenue$96,947,119

Expenses$121,293,558

Assets$1,938,168,209

Income$241,972,253

Contributions$8,768,252

Mission work (program services)$74,879,106

Fundraising$1,555,280

Management and general$44,859,172

Stocks and bonds$146,048,025

Accounting fees$478,600

Investing fees$16,439,871

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

EDWARD FEASELPRESIDENT/PROF OF ECONOMICS · 40 hrs/week $631,722Base $554,000 · Other $77,722

ROBERT ALLINSONPROFESSOR OF PHILOSOPHY · 40 hrs/week $440,216Base $199,066 · Other $241,150

ARCHIBALD E ASAWA EVPFIN & ADM/CFO/CHIEF INVEST OFFCR · 40 hrs/week $411,037Base $367,224 · Other $43,813

MICHAEL WEINEREVP OF ACADEMIC AFFAIRS · 40 hrs/week $349,090Base $277,750 · Other $71,340

TOMOKO TAKAHASHI VP INSTLRES & ASSMT/DEAN GRADUATE SCHOOL · 40 hrs/week $335,082Base $299,767 · Other $35,315

KATHERINE STAPCHUKEVP UNIVERSITY COMMUNITY, CHRO · 40 hrs/week $295,017Base $258,308 · Other $36,709

ROBERT HAMERSLEYDEAN OF FACULTY · 40 hrs/week $290,321Base $241,347 · Other $48,974

JOHN MINDIRECTOR OF INFORMATION TECHNOLOGY · 40 hrs/week $254,308Base $199,380 · Other $54,928

BRYAN PENPRASE VP OFSPONSORED RES/EXTERNAL ACADEMIC RELATIONS · 40 hrs/week $245,901Base $197,467 · Other $48,434

JAMES MERODPROFESSOR OF AMERICAN LITERATURE · 40 hrs/week $241,718Base $195,993 · Other $45,725

DAVID WELCHVP AND UNIVERSITY COUNSEL · 40 hrs/week $228,290Base $205,994 · Other $22,296

ANDREW WOOLSEYDEAN OF ENROLLMENT SERVICES · 40 hrs/week $211,558Base $190,254 · Other $21,304

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

EDWARD FEASELPRESIDENT/PROF OF ECONOMICS

ROBERT ALLINSONPROFESSOR OF PHILOSOPHY

ARCHIBALD E ASAWA EVPFIN & ADM/CFO/CHIEF INVEST OFFCR

MICHAEL WEINEREVP OF ACADEMIC AFFAIRS

TOMOKO TAKAHASHI VP INSTLRES & ASSMT/DEAN GRADUATE SCHOOL

KATHERINE STAPCHUKEVP UNIVERSITY COMMUNITY, CHRO

ROBERT HAMERSLEYDEAN OF FACULTY

JOHN MINDIRECTOR OF INFORMATION TECHNOLOGY

BRYAN PENPRASE VP OFSPONSORED RES/EXTERNAL ACADEMIC RELATIONS

JAMES MERODPROFESSOR OF AMERICAN LITERATURE

DAVID WELCHVP AND UNIVERSITY COUNSEL

ANDREW WOOLSEYDEAN OF ENROLLMENT SERVICES

DAVID M NAKABAYASHICONTROLLER & ASST TREASURER

KEVIN MONCRIEF FORMER EXECDIRECTOR, A. YOUNG DIALOGUE LAB

HIROKI SAKAICORP SECRETARY

STEPHEN S DUNHAM JDTRUSTEE-CHAIR

TARIQ HASAN PHDTRUSTEE-VICE CHAIR

YOSHIKI TANIGAWATRUSTEE, SOKA GAKKAI

MATILDA BUCKTRUSTEE

LUIS NIEVESTRUSTEE

LAWRENCE E CARTER SR PHDTRUSTEE

LARRY A HICKMAN PHDTRUSTEE

KRIS D KNUDSEN JDTRUSTEE

KAREN K LEWIS PHDTRUSTEE

JASON GOULAH PHDTRUSTEE

GENE OCONNELL RN MSTRUSTEE

CLOTHILDE V HEWLETT JDTRUSTEE

ANDY FIROVEDTRUSTEE

ANDREA BARTOLI PHDTRUSTEE

ADIN STRAUSS CFATRUSTEE

About this charity

Recognized since: January 1985
Location: 1 UNIVERSITY DR, ALISO VIEJO, CA 92656-8081
County: Orange
In care of: % SOKA UNIVERSITY OF AMERICA
Primary officer: ARCHIBALD E ASAWA, VP FIN & ADM/CFO/CIO

How to reach them

WebsiteVisit the charity’s website Emailinfo@soka.edu Phone(949) 480-4000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Universities (B43)
IRS tax category: Universities