Nonprofit · EIN 95-3909672
SOKA UNIVERSITY OF AMERICA
Tax-exempt · ALISO VIEJO, CA 92656
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $96,947,119 | $121,293,558 | -$24,346,439 | $1,938,168,209 | $7,464,214 | $1,930,703,995 |
| June 30, 2024 | 990 | $86,167,359 | $111,156,122 | -$24,988,763 | $1,857,444,690 | $6,064,546 | $1,851,380,144 |
| June 30, 2023 | 990 | $40,173,782 | $103,480,534 | -$63,306,752 | $1,786,852,619 | $6,970,758 | $1,779,881,861 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,768,252
- of which government grants
- $2,806,892
- Program service revenue
- $25,880,286
- Investment income
- $60,721,128
- Net rental income
- $704,783
- Net gain from sales of assets
- $41,164,844
- Net income from fundraising events
- -$199,022
- Net income from sales of inventory
- $34,951
- Other revenue
- $1,577,453
Expenses
- Grants and similar amounts paid
- $20,196,576
- Compensation of officers, directors and key employees
- $3,009,555
- Other salaries and wages
- $24,014,450
- Salaries, compensation and benefits (total)
- $37,781,840
- Professional fundraising fees
- $0
- Legal fees
- $89,988
- Accounting fees
- $478,600
- Occupancy
- $13,135,161
- Travel
- $969,326
- Depreciation
- $12,762,495
- Program services (functional)
- $74,879,106
- Management and general (functional)
- $44,859,172
- Fundraising (functional)
- $1,555,280
Balance sheet and other
- Total assets, start of year
- $1,857,444,690
- Total assets, end of year
- $1,938,168,209
- Total liabilities, end of year
- $7,464,214
- Net assets, end of year
- $1,930,703,995
- Land, buildings and equipment
- $306,379,978
- Publicly traded securities
- $146,048,025
- Net assets without donor restrictions
- $492,640,793
- Net assets with donor restrictions
- $1,438,063,202
- Gross unrelated business income
- -$968,471
- Gross receipts
- $241,972,253
- Employees
- 685
- Volunteers
- 103
- Year formed
- 1984
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDWARD FEASEL | PRESIDENT/PROF OF ECONOMICS Officer | 40 | $554,000 | $77,722 |
| ROBERT ALLINSON | PROFESSOR OF PHILOSOPHY Highest-paid employee | 40 | $199,066 | $241,150 |
| ARCHIBALD E ASAWA EVP | FIN & ADM/CFO/CHIEF INVEST OFFCR Officer | 40 | $367,224 | $43,813 |
| MICHAEL WEINER | EVP OF ACADEMIC AFFAIRS Officer | 40 | $277,750 | $71,340 |
| TOMOKO TAKAHASHI VP INST'L | RES & ASSMT/DEAN GRADUATE SCHOOL Officer | 40 | $299,767 | $35,315 |
| KATHERINE STAPCHUK | EVP UNIVERSITY COMMUNITY, CHRO Officer | 40 | $258,308 | $36,709 |
| ROBERT HAMERSLEY | DEAN OF FACULTY Highest-paid employee | 40 | $241,347 | $48,974 |
| JOHN MIN | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $199,380 | $54,928 |
| BRYAN PENPRASE VP OF | SPONSORED RES/EXTERNAL ACADEMIC RELATIONS Officer | 40 | $197,467 | $48,434 |
| JAMES MEROD | PROFESSOR OF AMERICAN LITERATURE Highest-paid employee | 40 | $195,993 | $45,725 |
| DAVID WELCH | VP AND UNIVERSITY COUNSEL Officer | 40 | $205,994 | $22,296 |
| ANDREW WOOLSEY | DEAN OF ENROLLMENT SERVICES Highest-paid employee | 40 | $190,254 | $21,304 |
| DAVID M NAKABAYASHI | CONTROLLER & ASST TREASURER Officer | 40 | $186,513 | $22,609 |
| KEVIN MONCRIEF FORMER EXEC | DIRECTOR, A. YOUNG DIALOGUE LAB Former | 40 | $160,261 | $19,263 |
| HIROKI SAKAI | CORP SECRETARY Officer | 40 | $154,291 | $18,790 |
15 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| YOSHIKI TANIGAWA | TRUSTEE, SOKA GAKKAI Trustee or director | 1 | $0 | $91,864 |
| STEPHEN S DUNHAM JD | TRUSTEE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TARIQ HASAN PHD | TRUSTEE-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MATILDA BUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAWRENCE E CARTER SR PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLOTHILDE V HEWLETT JD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARRY A HICKMAN PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRIS D KNUDSEN JD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN K LEWIS PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LUIS NIEVES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GENE O'CONNELL RN MS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JASON GOULAH PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA BARTOLI PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ADIN STRAUSS CFA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDY FIROVED | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD FEASEL | PRESIDENT/PROF OF ECONOMICS Officer | 40 | $528,500 | $0 | $71,810 |
| ARCHIBALD E ASAWA | EVP FIN & ADM/CFO/CHIEF INVEST OFFCR Officer | 40 | $357,280 | $0 | $49,170 |
| MICHAEL WEINER | VP OF ACADEMIC AFFAIRS Officer | 40 | $260,417 | $0 | $145,857 |
| JOHN HEFFRON | PROF. OF EDUCATIONAL HISTORY & CULTURE Highest-paid employee | 40 | $200,065 | $0 | $172,846 |
| TOMOKO TAKAHASHI | VP INST'L RES & ASSMT/DEAN GRADUATE Officer | 40 | $293,441 | $0 | $36,332 |
| KATHERINE STAPCHUK | VP HUMAN RESOURCES/RISK MGMT Officer | 40 | $244,650 | $0 | $43,716 |
| ROBERT HAMERSLEY | DEAN OF FACULTY Highest-paid employee | 40 | $213,892 | $0 | $61,291 |
| BRYAN PENPRASE | VP OF SPONSORED RES/EXTERNAL ACADEMIC Officer | 40 | $217,122 | $0 | $48,261 |
| ROBERT ALLINSON | PROFESSOR OF PHILOSOPHY Highest-paid employee | 40 | $194,154 | $0 | $56,869 |
| JOHN MIN | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $194,750 | $0 | $37,130 |
| DAVID WELCH | VP AND UNIVERSITY COUNSEL Officer | 40 | $196,185 | $0 | $25,114 |
| JONATHAN MERZEL | PROF. OF MATHEMATICS Highest-paid employee | 40 | $196,118 | $0 | $20,730 |
| KEVIN MONCRIEF | VP OF MISSION INTEGRATION Officer | 40 | $185,283 | $0 | $19,897 |
| DAVID M NAKABAYASHI | CONTROLLER & ASST TREASURER Officer | 40 | $173,993 | $0 | $25,887 |
| HIROKI SAKAI | CORP SECRETARY Officer | 40 | $148,812 | $0 | $27,510 |
| YOSHIKI TANIGAWA | TRUSTEE, SOKA GAKKAI Trustee or director | 1 | $0 | $96,242 | $0 |
| STEPHEN S DUNHAM JD | TRUSTEE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TARIQ HASAN PHD | TRUSTEE-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADIN STRAUSS CFA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA BARTOLI PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDY FIROVED | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLOTHILDE V HEWLETT JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GENE O'CONNELL RN MS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JASON GOULAH PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN K LEWIS PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRIS D KNUDSEN JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY A HICKMAN PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE E CARTER SR PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LUIS NIEVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATILDA BUCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD FEASEL | PRESIDENT/PROF OF ECONOMICS Officer | 40 | $490,400 | $0 | $63,599 |
| ARCHIBALD E ASAWA | EVP FIN & ADM/CFO/CHIEF INVEST OFFCR Officer | 40 | $332,797 | $0 | $61,433 |
| JOHN HEFFRON | PROF. OF EDUCATIONAL HISTORY & CULTURE Highest-paid employee | 40 | $202,141 | $0 | $147,549 |
| TOMOKO TAKAHASHI | VP INST'L RES & ASSMT/DEAN GRADUATE SCHOOL Officer | 40 | $288,829 | $0 | $38,453 |
| BRYAN PENPRASE | VP OF SPONSORED RES/EXTERNAL ACADEMIC RELATIO Officer | 40 | $267,380 | $0 | $52,155 |
| MICHAEL WEINER | VP OF ACADEMIC AFFAIRS Officer | 40 | $253,800 | $0 | $45,728 |
| JAMES MEROD | PROFESSOR OF AMERICAN LITERATURE Highest-paid employee | 40 | $184,710 | $0 | $109,653 |
| KATHERINE STAPCHUK | VP HUMAN RESOURCES/RISK MGMT Officer | 40 | $207,983 | $0 | $45,571 |
| ROBERT ALLINSON | PROFESSOR OF PHILOSOPHY Highest-paid employee | 40 | $186,177 | $0 | $59,527 |
| JOHN MIN | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $184,386 | $0 | $41,656 |
| DAVID WELCH | VP AND UNIVERSITY COUNSEL Officer | 40 | $175,450 | $0 | $23,939 |
| DAVID M NAKABAYASHI | CONTROLLER & ASST TREASURER Officer | 40 | $163,703 | $0 | $33,000 |
| JONATHAN MERZEL | PROF. OF MATHEMATICS Highest-paid employee | 40 | $173,236 | $0 | $19,714 |
| KEVIN MONCRIEF | VP OF MISSION INTEGRATION Officer | 40 | $170,984 | $0 | $18,434 |
| HIROKI SAKAI | CORP SECRETARY Officer | 40 | $140,526 | $0 | $23,476 |
| YOSHIKI TANIGAWA | TRUSTEE, SOKA GAKKAI Trustee or director | 1 | $0 | $92,634 | $0 |
| STEPHEN S DUNHAM JD | TRUSTEE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TARIQ HASAN PHD | TRUSTEE-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATILDA BUCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE E CARTER SR PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLOTHILDE V HEWLETT JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY A HICKMAN PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRIS D KNUDSEN JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN K LEWIS PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL NAGASHIMA MBA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LUIS NIEVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GENE O'CONNELL RN MS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JASON GOULAH PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA BARTOLI PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ADIN STRAUSS CFA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 UNIVERSITY DR, ALISO VIEJO, CA 92656-8081
- In care of
- % SOKA UNIVERSITY OF AMERICA
- Mailing address (990-N for 2013)
- 1 University Drive, Aliso Viejo CA 92656
- Principal officer (990 for 2024)
- EDWARD FEASEL, 1 UNIVERSITY DRIVE, ALISO VIEJO, CA 92656
- Principal officer (990-N for 2013)
- Vita Leonis Philharmonic Orchestra, 1 University Drive Unit481, Aliso Viejo CA 92656
- Signed the 990
- ARCHIBALD E ASAWA, VP FIN & ADM/CFO/CIO
- Phone
- (949) 480-4000
- Website
- WWW.SOKA.EDU
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3909672 or by the name SOKA UNIVERSITY OF AMERICA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- BACHELOR OF ARTS DEGREE IN LIBERAL ARTS WITH CONCENTRATIONS IN ENVIRONMENTAL STUDIES, HUMANITIES, INTERNATIONAL STUDIES, AND SOCIAL AND BEHAVIORAL SCIENCES (488 STUDENTS). SEE ADDITIONAL INFORMATION ON SCHEDULE O.Expenses $70,961,979 · grants $19,791,652 · revenue $24,634,075
- MASTERS OF ARTS: GRADUATE PROGRAM IN EDUCATIONAL LEADERSHIP AND SOCIETAL CHANGE (11 STUDENTS). SEE ADDITIONAL INFORMATION ON SCHEDULE O.Expenses $2,008,425 · grants $404,924 · revenue $557,039
- EXTENDED BRIDGE PROGRAM AND ENGLISH AS A SECOND LANGUAGE (ESL) PROGRAM SERVICES (15 STUDENTS). SEE ADDITIONAL INFORMATION ON SCHEDULE O.Expenses $1,908,702 · revenue $689,172
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3909672
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43)
- Assets (IRS master file)
- $1,938,168,209
- Income (IRS master file)
- $241,972,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $96,947,119 | $121,293,558 | $1,938,168,209 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $86,167,359 | $111,156,122 | $1,857,444,690 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $40,173,782 | $103,480,534 | $1,786,852,619 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $104,842,557 | $93,230,988 | $1,757,985,663 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Vita Leonis Philharmonic Orchestra | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3909672).
Questions about SOKA UNIVERSITY OF AMERICA
- What is the EIN of SOKA UNIVERSITY OF AMERICA?
- The employer identification number (EIN) of SOKA UNIVERSITY OF AMERICA is 95-3909672.
- Is SOKA UNIVERSITY OF AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SOKA UNIVERSITY OF AMERICA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOKA UNIVERSITY OF AMERICA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOKA UNIVERSITY OF AMERICA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOKA UNIVERSITY OF AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOKA UNIVERSITY OF AMERICA?
- The 990 for the year ended June 30, 2025 names EDWARD FEASEL.
- Who are the officers and directors of SOKA UNIVERSITY OF AMERICA?
- The 990 for the year ended June 30, 2025 lists 30 people; 15 received compensation from the organization, the highest $554,000 (EDWARD FEASEL, PRESIDENT/PROF OF ECONOMICS).
- How much revenue does SOKA UNIVERSITY OF AMERICA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $96,947,119, expenses of $121,293,558 and total assets of $1,938,168,209 at year end.
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