UNIVERSITY FOUNDATION AT SACRAMENTO STATE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY FOUNDATION AT SACRAMENTO STATE (EIN 94-3001359)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-25
- IRS object ID
- 202410859349301501
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-25T09:18:31-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943001359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY FOUNDATION AT SACRAMENTO | BusinessNameLine1Txt |
| Business Name Line2 | STATE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9162787326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET | AddressLine1Txt |
| City | SAACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958196063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY TICHE | PersonNm |
| Person Title | FOUNDATION BOARD CHAIR | PersonTitleTxt |
| Phone | 9162787326 | PhoneNum |
| Signature | 2024-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | TICHE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 943001359 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2024-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON TAKEDA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET | AddressLine1Txt |
| City | SAACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958196063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,255,196 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.CSUS.EDU/UNIVERSITY-ADVANCEMENT/UNIVE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE AT THE UNIVERSITY BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,555,191 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,754,782 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $91,923 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $807,450 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,155,256 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,883,549 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$52,765 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,588 | CYOtherRevenueAmt |
| PY Total Revenue | $14,749,605 | PYTotalRevenueAmt |
| CY Total Revenue | $15,437,193 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,918,292 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,155,660 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $163,285 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $149,113 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $168,944 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,817,530 | PYOtherExpensesAmt |
| CY Other Expenses | $3,426,128 | CYOtherExpensesAmt |
| PY Total Expenses | $6,899,107 | PYTotalExpensesAmt |
| CY Total Expenses | $6,730,901 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,850,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,706,292 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,463,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,503,816 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $473,023 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $546,316 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,990,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $108,957,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HELPING TO RAISE PRIVATE RESOURCES TO ADVANCE THE MISSION AND PRIORITIES OF THE UNIVERSITY AND SERVING AS AMBASSADORS IN THE COMMUNITY. PROVIDES STEWARDSHIP IN THE PRUDENT INVESTMENT OF RESOURCES, ENSURING THE INTEGRITY OF THE FOUNDATION THROUGH ACCOUNTABILITY AND TRANSPARENCY IN ITS DEALINGS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,983,882 | ExpenseAmt |
| Grant | $3,155,660 | GrantAmt |
| Revenue | $807,450 | RevenueAmt |
| Desc | THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE INVESTS AND DISTRIBUTES FUNDS FOR THE BENEFIT OF THE UNIVERSITY. SINCE ITS INCEPTION IN 1987, THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. LED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF PROMINENT PROFESSIONALS AND BUSINESS LEADERS, THE UNIVERSITY FOUNDATION IS THE UNIVERSITY'S PRIMARY PHILANTHROPIC AUXILIARY AND IS A TAX-EXEMPT 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS MEETS REGULARLY TO OFFER GUIDANCE ON INVESTMENTS AND THOROUGHLY MANAGE THE GIFT FUNDS TO ENSURE THAT THEY CAN FULFILL THEIR DESIGNATED PURPOSES. THE FOUNDATION ACCOUNTS FOR GIFTS AND CONTRIBUTIONS TO THE UNIVERSITY, ENSURING THAT THE FUNDS ARE APPLIED TO THE PURPOSES FOR WHICH THE DONOR INTENDED. FUNDS MAY BE EXPENDED OR ENDOWED, PER DONOR DIRECTION; EARNINGS FROM ENDOWED FUNDS ARE GENERALLY EXPENDABLE AND DISTRIBUTED TO STUDENT SCHOLARSHIPS OR PROGRAMS, IN ACCORDANCE WITH SPECIFICATIONS PROVIDED BY THE DONOR. THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE IS DEDICATED TO SUPPORTING STUDENT-CENTERED PROGRAMS THAT FURTHER THE UNIVERSITY'S MISSION TO PROVIDE AN EXCELLENT EDUCATION TO THOSE WHO ASPIRE TO EXPAND THEIR KNOWLEDGE AND PREPARE THEMSELVES FOR MEANINGFUL LIVES, CAREERS AND SERVICE TO THEIR COMMUNITY. THE FOUNDATION SUPPORTS THE UNIVERSITY'S COMPREHENSIVE CAMPAIGN TO ACCELERATE THE UNIVERSITY'S TRANSFORMATIONAL IMPACT ON INDIVIDUAL LIVES, DIVERSE COMMUNITIES, SACRAMENTO, CALIFORNIA, AND THE WORLD. THE CAMPAIGN HAS RAISED FUNDS TO SUPPORT STUDENTS, DEEPEN KNOWLEDGE, AND HELP BUILD THE COMMUNITY, AND IN PARTICULAR, SUPPORT FOR THE DALE AND KATY CARLSEN CENTER FOR INNOVATION AND ENTREPRENEURSHIP, THE ERNEST E. TSCHANNEN SCIENCE COMPLEX AND PLANETARIUM, AND FOR STUDENT SCHOLARSHIPS AND SERVICE PROGRAMS. | Desc |
| Total Program Service Expenses | $5,983,882 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINA CURRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9162787326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET | AddressLine1Txt |
| City | SAACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958196063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ROBERT NELSEN | |||||||
| PRESIDENT | 0.10 | 40.00 | Yes (X) | Yes (X) | $488,972 | $0 | $60,229 |
| JONATHAN BOWMAN | |||||||
| DIRECTOR | 0.10 | 40.00 | Yes (X) | $250,491 | $0 | $64,917 | |
| LISA CARDOZA | |||||||
| EXECUTIVE OFFICER | 4.00 | 40.00 | Yes (X) | Yes (X) | $239,645 | $0 | $63,934 |
| AJAY SINGH | |||||||
| FACULTY REPRESENTATIVE | 4.00 | 0.00 | Yes (X) | $86,298 | $0 | $46,249 | |
| BERNICE BASS DE MARTINEZ | |||||||
| CHAIR, GOVERNANCE COMMITTEE | 4.00 | 40.00 | Yes (X) | Yes (X) | $63,229 | $0 | $0 |
| CHRISTINE AULT | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $39,725 | $0 | $0 | |
| HOLLY TICHE | |||||||
| CHAIR | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALICE PEREZ | |||||||
| VICE CHAIR | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARRY MAISEL | |||||||
| TREASURER | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE MCGINTY | |||||||
| SECRETARY | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORA ANGUAY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARGOT BACH | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BUGATTO | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SONNEY CHONG | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID COVIN | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK DROBNY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VANESSA GUERRA | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLLETTE HARRIS-MATHEWS | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID LOPEZ | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SALMA PACHECO | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEE RITCHEY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAM STEWART | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SYPHAX | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BUD TRAVERS | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TINA TREIS | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,168,360 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,329 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES/POSTAGE | ServicesDesc |
| Compensation | $151,212 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $102,670 | FundraisingAmt |
| Government Grants | $1,500,000 | GovernmentGrantsAmt |
| All Other Contributions | $10,152,112 | AllOtherContributionsAmt |
| Noncash Contributions | $147,897 | NoncashContributionsAmt |
| Total Contributions | $11,754,782 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNIVERSITY PROGRAMS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $807,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $807,450 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $807,450 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,476,073 | TotalRevenueColumnAmt |
| Exclusion | $2,476,073 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,141,726 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,734,250 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $407,476 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407,476 | TotalRevenueColumnAmt |
| Exclusion | $407,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,165 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $102,670 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $83,753 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,588 | TotalRevenueColumnAmt |
| Exclusion | -$8,588 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,437,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $807,450 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,874,961 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729,889 | TotalAmt |
| Program Services | $2,729,889 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,771 | TotalAmt |
| Program Services | $425,771 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,713 | TotalAmt |
| Management And General | $3,713 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,236 | TotalAmt |
| Management And General | $273,236 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,113 | TotalAmt |
| Fundraising | $149,113 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,525 | TotalAmt |
| Program Services | $222,525 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,639 | TotalAmt |
| Program Services | $10,639 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,389 | TotalAmt |
| Program Services | $19,807 | ProgramServicesAmt |
| Management And General | $72,582 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,327 | TotalAmt |
| Program Services | $68,811 | ProgramServicesAmt |
| Management And General | $127,516 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,157 | TotalAmt |
| Program Services | $255,256 | ProgramServicesAmt |
| Management And General | $9,901 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,446 | TotalAmt |
| Program Services | $358,626 | ProgramServicesAmt |
| Management And General | $26,820 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,174 | TotalAmt |
| Program Services | $867,174 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,196 | TotalAmt |
| Program Services | $3,464 | ProgramServicesAmt |
| Management And General | $8,732 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNIVERSITY PROJECTS | $1,062,573 | $992,838 | $49,904 | $19,831 |
| DUES AND SUBSCRIPTIONS | $30,585 | $24,914 | $5,671 | |
| MISC. EXPENSE | $4,168 | $4,168 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,730,901 | TotalAmt |
| Program Services | $5,983,882 | ProgramServicesAmt |
| Management And General | $578,075 | ManagementAndGeneralAmt |
| Fundraising | $168,944 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,887,439 | BOYAmt |
| EOY | $3,442,750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,103,943 | BOYAmt |
| EOY | $5,107,991 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,000 | BOYAmt |
| EOY | $60,139 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,247,320 | BOYAmt |
| EOY | $100,669,716 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,068 | BOYAmt |
| EOY | $223,220 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,463,770 | BOYAmt |
| EOY | $109,503,816 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,023 | BOYAmt |
| EOY | $546,316 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,023 | BOYAmt |
| EOY | $546,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,170 | BOYAmt |
| EOY | $1,683,544 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,714,577 | BOYAmt |
| EOY | $107,273,956 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,990,747 | BOYAmt |
| EOY | $108,957,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,463,770 | BOYAmt |
| EOY | $109,503,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,706,292 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,210,309 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $50,152 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,430,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,718,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,840,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,555,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,754,782 | CurrentTaxYearAmt |
| Total | $49,299,852 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,430,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,718,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,840,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,555,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,754,782 | CurrentTaxYearAmt |
| Total | $49,299,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,385,750 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,914,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,734,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,733,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,845,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,287,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,476,073 | CurrentTaxYearAmt |
| Total | $13,077,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $62,377,008 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,011,883 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,164,187 | BeginningYearBalanceAmt |
| Contributions | $4,405,485 | ContributionsAmt |
| Investment Earnings Or Losses | $7,699,093 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,617,609 | GrantsOrScholarshipsAmt |
| Other Expenditures | $986,245 | OtherExpendituresAmt |
| Administrative Expenses | $1,396,288 | AdministrativeExpensesAmt |
| End Year Balance | $76,268,623 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,503,707 | BeginningYearBalanceAmt |
| Contributions | $3,443,365 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,881,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,499,666 | GrantsOrScholarshipsAmt |
| Other Expenditures | $868,870 | OtherExpendituresAmt |
| Administrative Expenses | $533,167 | AdministrativeExpensesAmt |
| End Year Balance | $68,164,187 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,158,064 | BeginningYearBalanceAmt |
| Contributions | $4,473,064 | ContributionsAmt |
| Investment Earnings Or Losses | $18,045,403 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,371,294 | GrantsOrScholarshipsAmt |
| Other Expenditures | $721,500 | OtherExpendituresAmt |
| Administrative Expenses | $1,080,030 | AdministrativeExpensesAmt |
| End Year Balance | $76,503,707 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,227,162 | BeginningYearBalanceAmt |
| Contributions | $5,494,323 | ContributionsAmt |
| Investment Earnings Or Losses | $2,876,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,164,008 | GrantsOrScholarshipsAmt |
| Other Expenditures | $653,068 | OtherExpendituresAmt |
| Administrative Expenses | $622,651 | AdministrativeExpensesAmt |
| End Year Balance | $57,158,064 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,031,411 | BeginningYearBalanceAmt |
| Contributions | $3,188,778 | ContributionsAmt |
| Investment Earnings Or Losses | $2,512,599 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,514,809 | GrantsOrScholarshipsAmt |
| Other Expenditures | $400,734 | OtherExpendituresAmt |
| Administrative Expenses | $590,083 | AdministrativeExpensesAmt |
| End Year Balance | $51,227,162 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $22,781,407 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,210,309 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,210,309 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,571,098 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$133,905 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$133,905 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,437,193 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,814,654 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $83,753 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $83,753 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,730,901 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,730,901 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED PURPOSE OF THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE'S ENDOWMENT FUNDS IS TO BENEFIT SACRAMENTO STATE UNIVERSITY AND ITS STUDENTS. THE BROAD CATEGORIES OF SUPPORT ARE AS FOLLOWS: ACADEMIC SUPPORT, STUDENT SERVICES, INSTITUTIONAL SUPPORT, AND STUDENT GRANTS AND SCHOLARSHIPS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE -83,753. DECREASE IN CVS OF LIFE INSURANCE POLICIES -50,152. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE 83,753. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GIVING DAY, DIRECT MAIL, CROWDFUNDING, & PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $443,587 | GrossReceiptsAmt |
| Retained By Contractor | $149,113 | RetainedByContractorAmt |
| Net To Organization | $294,474 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $443,587 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $149,113 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $294,474 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BASEBALL ALUMNI GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $73,030 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $41,480 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,550 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,854 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,156 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,760 | OtherDirectExpensesEvent1Amt |
| Event2 | AD'S CUP | Event2Nm |
| Gross Receipts Event2 | $56,070 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $34,880 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,190 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,068 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $18,245 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,825 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $21,245 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $48,735 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $26,310 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,425 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,147 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $13,453 | RentFcltyCostsOtherEventsAmt |
| Gross Receipts Total | $177,835 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $102,670 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,165 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $11,069 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $36,698 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,981 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,005 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $83,753 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,588 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY SACRAMENTO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 680365325 | RecipientEIN |
| IRC Section | STATE OF CALIFORNIA | IRCSectionDesc |
| Cash Grant | $2,729,889 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS/STIPENDS | GrantTypeTxt |
| Recipient | 474 | RecipientCnt |
| Cash Grant | $425,771 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION TRANSFERS FUNDS TO CALIFORNIA STATE UNIVERSITY, SACRAMENTO. CSUS MAINTAINS THE RECORDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT NELSEN | ||||||||||||||
| PRESIDENT | $488,972 | $0 | $0 | $0 | $0 | $0 | $39,439 | $0 | $20,790 | $0 | $549,201 | $0 | $0 | $0 |
| JONATHAN BOWMAN | ||||||||||||||
| DIRECTOR | $250,491 | $0 | $0 | $0 | $0 | $0 | $39,827 | $0 | $25,090 | $0 | $315,408 | $0 | $0 | $0 |
| LISA CARDOZA | ||||||||||||||
| EXECUTIVE OFFICER | $239,645 | $0 | $0 | $0 | $0 | $0 | $39,970 | $0 | $23,964 | $0 | $303,579 | $0 | $0 | $0 |
| AJAY SINGH | ||||||||||||||
| FACULTY REPRESENTATIVE | $86,298 | $0 | $0 | $0 | $0 | $0 | $24,918 | $0 | $21,331 | $0 | $132,547 | $0 | $0 | $0 |
| BERNICE BASS DE MARTINEZ | ||||||||||||||
| CHAIR, GOVERNANCE COMMITTEE | $63,229 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $63,229 | $0 | $0 | $0 |
| CHRISTINE AULT | ||||||||||||||
| DIRECTOR | $39,725 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,725 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PART VII | FormAndLineReferenceDesc |
| Explanation | ALL COMPENSATION IS PAID BY CALIFORNIA STATE UNIVERSITY, SACRAMENTO, AN UNRELATED ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $147,897 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE BOARD RESOLUTION, SHALL HAVE ALL AUTHORITY OF THE BOARD, EXCEPT THAT NO COMMITTEE, REGARDLESS OF BOARD RESOLUTION, MAY: (1) FILL VACANCIES ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (2) FIX COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE; (3) AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; (4) AMEND OR REPEAL ANY BOARD RESOLUTION THAT BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; (5) CREATE ANY OTHER COMMITTEES OF THE BOARD OR APPOINT MEMBERS OF COMMITTEES OF THE BOARD; (6) EXPEND CORPORATE FUNDS TO SUPPORT A NOMINEE FOR DIRECTOR AFTER MORE PEOPLE HAVE BEEN NOMINATED FOR DIRECTOR THAN CAN BE ELECTED; OR (7) APPROVE ANY CONTRACT OR TRANSACTION TO WHICH THE CORPORATION IS A PARTY AND IN WHICH ONE OR MORE DIRECTORS HAS A MATERIAL FINANCIAL INTEREST, EXCEPT AS SPECIAL APPROVAL IS PROVIDED FOR IN SECTION 5233(D)(3) OF THE CALIFORNIA CORPORATIONS CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | TITLE 5 OF THE CALIFORNIA CODE OF REGULATIONS SECTION 42602(B)(2) REQUIRES THAT THE BOARD TO HAVE VOTING MEMBERSHIP FROM THE FOLLOWING CATEGORIES: (A) ADMINISTRATION AND STAFF; (B) FACULTY; (C) NON-CAMPUS PERSONNEL; AND (D) STUDENTS. AS SUCH, ONE OR MORE OF THE DIRECTORS SHALL BE FROM EACH OF THE FOLLOWING CATEGORIES, ALL FULL VOTING MEMBERS: - FACULTY OF SACRAMENTO STATE - ASI PRESIDENT - A MINIMUM OF 6 NON-CAMPUS PERSONNEL - THE PRESIDENT OF SACRAMENTO STATE - A MEMBER OF THE ALUMINI ASSOCIATION BOARD - VICE PRESIDENT OF UNIVERSITY ADVANCEMENT |
| FORM 990, PART VI, SECTION A, LINE 7B | VACANCIES ON THE BOARD SHALL BE FILLED BY APPOINTMENT BY THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY SACRAMENTO FOR THE BALANCE OF THE UNEXPIRED TERM. UPON DISSOLUTION, THE DISTRIBUTION OF NET ASSETS MUST BE APPROVED BY THE PRESIDENT AND BOARD OF TRUSTEES FOR CALIFORNIA STATE UNIVERSITY SACRAMENTO. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION HAS ITS FEDERAL 990 PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THIS PROCESS INCLUDES A REQUEST FOR INFORMATION FROM THE FOUNDATION, A COMPILATION OF DATA BY THE FOUNDATION'S CONTRACTED ACCOUNTING FUNCTION (CSUS FINANCIAL SERVICES ) AS WELL AS THE SAC STATE ADVANCEMENT DIVISION, MULTIPLE LAYERS OF REVIEW BY THE CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEW OF THE FINAL RETURN BY THE FOUNDATION'S CONTRACTED ACCOUNTING FUNCTION (I.E. CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES). REVIEW BY THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES CONSISTS OF VERIFYING INFORMATION ON THE FINAL TAX RETURN TO INTERNAL FINANCIAL AND CORPORATE RECORDS TO ENSURE ACCURACY. THE VP FOR UNIVERSITY ADVANCEMENT PERFORMS A HIGHER LEVEL REVIEW FOR REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. THIS REVIEW MAY INCLUDE MEETINGS WITH THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES OR EXTERNAL TAX PREPARERS AS NEEDED. THE FOUNDATION'S AUDIT COMMITTEE AND BOARD CHAIR CONDUCT A FINAL REVIEW OF THE TAX RETURN. THIS REVIEW CONSISTS OF CHECKING THE REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. INQUIRIES AND REQUESTS FOR MORE INFORMATION ARE DIRECTED TO THE VP OF ADVANCEMENT, THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES OR THE EXTERNAL TAX PREPARER AS NEEDED. PRIOR TO FILING, AN ELECTRONIC VERSION OF THE FINAL FEDERAL FORM 990 IS TRANSMITTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS VIA EMAIL. THE VP FOR UNIVERSITY ADVANCEMENT RESPONDS TO ANY QUESTIONS OR COMMENTS FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNED CONFLICT OF INTEREST FORMS ARE COLLECTED FROM ALL FOUNDATION BOARD DIRECTORS AT THE FIRST BOARD MEETING OF THE YEAR. ALONG WITH THE BOARD DIRECTORS THEIR FAMILY MEMBERS ARE ALSO COVERED BY THE POLICY. ANNUALLY, THE FOUNDATION CONDUCTS A REVIEW OF THE RELATIONSHIPS AND AFFILIATIONS OF EACH DIRECTOR THROUGH DISCLOSURE FORMS DOCUMENTING AFFILIATIONS, BUSINESS RELATIONSHIPS, AND OTHER AREAS OF POTENTIAL CONFLICTS OF INTEREST FOR THE DIRECTORS. THE TREASURER COLLECTS ALL FORMS AND PREPARES A LISTING ("REPORT"), BY DIRECTOR, OF ALL AFFILIATIONS REPORTED. REPORT IS PRESENTED TO THE AUDIT COMMITTEE AT ANNUAL MEETING. THE AUDIT COMMITTEE REVIEWS REPORT AND PRESENTS FINDINGS TO FULL BOARD OF DIRECTORS FOR APPROVAL. DIRECTORS ARE ALSO RESPONSIBLE FOR REPORTING POTENTIAL CONFLICTS OF INTEREST ON ANY INDIVIDUAL BOARD OR COMMITTEE AGENDA OR GRANT DOCKET ITEM, PRIOR TO DELIBERATION ON THE ITEM. ALL MATERIAL FACTS CONCERNING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL BE DISCLOSED TO THE CHAIR OF THE AUDIT COMMITTEE AND TO COUNSEL FOR THE FOUNDATION. SUCH FACTS SHALL BE RECORDED IN THE MINUTES OF THE BOARD MEETING CONSIDERING AUTHORIZATION OR APPROVAL OF AFFECTED GRANT OR BUSINESS TRANSACTION, AND WHERE APPLICABLE IN ANY PROPOSAL SUMMARY OR RECOMMENDATIONS PRESENTED TO COMMITTEES AND/OR THE BOARD FOR DECISION. THE INTERESTED DIRECTOR MAY BE PRESENT AT THE TIME OF INITIAL PRESENTATION OF A PROSPECTIVE GRANT OR BUSINESS TRANSACTION, BUT IS ABSENT FROM THE ROOM DURING BOTH BOARD DISCUSSION, AND ACTION OR VOTE; AND IF NOT INVOLVING A DIRECTOR WITH A MATERIAL FINANCIAL INTEREST, A GRANT MAY BE APPROVED BY A MAJORITY OF THE DIRECTORS PRESENT. ALL OTHER GRANTS AND BUSINESS TRANSACTIONS INVOLVING A CONFLICT OF INTEREST MUST BE APPROVED BY A MAJORITY OF THE DIRECTORS IN OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DECREASE IN CVS OF LIFE INSURANCE POLICIES 50,152. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |