UNIVERSITY ENTERPRISES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY ENTERPRISES INC (EIN 94-1337638)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-29
- IRS object ID
- 202511199349301136
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T10:16:17-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941337638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY ENTERPRISES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9162786672 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI STEVENS | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 9162786672 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRI STEVENS | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $144,347,526 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ENTERPRISES.CSUS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE PROGRAMS & SERVICES THAT ENRICH & SUPPORT THE EVOLVING NEEDS OF THE UNIVERSITY COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 3297 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $58,868,632 | PYContributionsGrantsAmt |
| CY Contributions Grants | $73,038,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,525,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,672,423 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,560,028 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,312,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,213,068 | PYOtherRevenueAmt |
| CY Other Revenue | $12,244,785 | CYOtherRevenueAmt |
| PY Total Revenue | $115,167,090 | PYTotalRevenueAmt |
| CY Total Revenue | $136,268,718 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,531,553 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,904,906 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,273,758 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,950,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,631,363 | PYOtherExpensesAmt |
| CY Other Expenses | $60,412,516 | CYOtherExpensesAmt |
| PY Total Expenses | $112,436,674 | PYTotalExpensesAmt |
| CY Total Expenses | $130,268,336 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,730,416 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,000,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $291,821,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,117,835 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $241,227,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $248,288,522 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,594,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,829,313 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNIVERSITY ENTERPRISES, INC.'S (UEI) MISSION IS TO PROVIDE PROGRAMS AND SERVICES THAT ENRICH THE SACRAMENTO STATE EXPERIENCE AND SUPPORT THE EVOLVING NEEDS OF THE UNIVERSITY COMMUNITY. UEI ADMINISTERS MORE THAN 500 RESEARCH GRANTS, CONTRACTS, AND SPONSORED PROGRAMS CONDUCTED THROUGH THE UNIVERSITY IN PARTNERSHIP WITH STATE AND FEDERAL AGENCIES AND RESOURCE PROGRAMS IN SUPPORT OF THE UNIVERSITY. UEI ALSO ADMINISTERS FOOD SERVICE, PROPERTY SERVICES AND BOOKSTORE OPERATIONS ON CAMPUS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $123,695,135 | ExpenseAmt |
| Grant | $3,904,906 | GrantAmt |
| Revenue | $45,765,192 | RevenueAmt |
| Desc | FEDERALLY FUNDED PROGRAMS:- U.S. DEPARTMENT OF EDUCATION FUNDING SUPPORTS A VARIETY OF PROJECTS BENEFITING SACRAMENTO STATE STUDENTS INCLUDING THE COLLEGE ASSISTANCE MIGRANT PROGRAM (CAMP) WHICH IS DESIGNED TO ENCOURAGE THE CHILDREN OF MIGRANT FARM WORKERS TO ATTEND UNIVERSITY; THE INSTITUTIONAL NETWORKS FOR (STUDENT) SUCCESS (PEER) PROGRAMS AND INSTRUCTIONAL REDESIGN EFFORTS (INSPIRE) PROJECT WHICH SEEKS TO INCREASE THE NUMBER OF GRADUATES FROM UNDERREPRESENTED GROUPS; THE COMPROMETIDS PROGRAM WHICH AIMS TO INCREASE THE NUMBER OF CULTURALLY AND LINGUISTICALLY COMPETENT TEACHERS BY CREATING A CLEAR AND COORDINATED PATH TO RECRUIT, SUPPORT, AND ADVANCE LATINX AND BILINGUAL TEACHERS, AND THE ASIAN AMERICAN NATIVE AMERICAN PACIFIC ISLANDER (AANAPISI) FUNDING WHICH FUNDS ASSISTANCE AND SERVICES TO STUDENTS AND LOW INCOME INDIVIDUALS.- NATIONAL SCIENCE FOUNDATION FUNDING SUPPORTS TECHNOLOGY AND SCIENTIFIC RELATED RESEARCH AND EDUCATIONAL PROJECTS. FOR EXAMPLE, THE "CYBERCORPS SCHOLARSHIP FOR SERVICE (SFS)" GRANT WHICH SUPPORTS THE DEVELOPMENT OF A CYBERSECURITY WORKFORCE AT SACRAMENTO STATE, THE "BUILDING CAPACITY: STEM FACULTY PROFESSIONAL LEARNING IN THE ZONE OF PROXIMAL DEVELOPMENT PROGRAM" WHICH SUPPORTS THE EFFORTS TO IMPROVE THE TEACHING EFFECTIVENESS OF STEM FACULTY, AND THE "LOUIS STOKES STEM PATHWAYS AND RESEARCH ALLIANCE PROGRAM" WHICH AIMS TO INCREASE THE NUMBER OF UNDERREPRESENTED MINORITY STUDENTS GRADUATING WITH DEGREES IN STEM, AND TO CONTRIBUTE TO SCHOLARLY RESEARCH IN BROADENING PARTICIPATION IN STEM.- FUNDING FROM THE ENVIRONMENTAL PROTECTION AGENCY SUPPORTS THE OPERATIONS OF THE REGION 9 ENVIRONMENTAL FINANCE CENTER (EFC) AT SACRAMENTO STATE. THE EFC IS OPERATED BY SAC STATE'S OFFICE OF WATER PROGRAMS WITH THE GOAL OF PROVIDING ENVIRONMENTAL SERVICES TO REGION 9 COMMUNITIES.- GRANTS FROM THE NATIONAL INSTITUTE OF GENERAL MEDICAL SCIENCES SUPPORT BASIC RESEARCH, INCLUDING RESEARCH ON ANTI-HIV MICROBICIDE AGENTS, AND RESEARCH TRAINING ACTIVITIES FOR STUDENTS FROM GROUPS UNDERREPRESENTED IN THE BIOMEDICAL SCIENCES.- A COLLABORATION WITH THE U.S. GEOLOGICAL SURVEY TO DEVELOP SUMMARIES OF OIL AND GAS WELL LOGS FROM PUBLICLY AVAILABLE WELL LOGS TO ASSIST IN THE DEVELOPMENT OF CONCEPTUAL MODELS OF HYDROGEOLOGIC SYSTEMS AND IDENTIFY THE POTENTIAL LOCATION OF TRANSPORT PATHWAYS.STATE & LOCALLY FUNDED PROGRAMS:- FUNDING PROVIDED FOR THE EMPLOYMENT OF STUDENTS WITHIN STATE AGENCIES AND LOCAL GOVERNMENTS FOR THE PURPOSE OF FURTHERING THE STUDENTS' AREA OF STUDY AND PROVIDING THEM WITH VALUABLE ON-THE-JOB TRAINING.- CONTRACT SERVICES PROVIDED BY SACRAMENTO STATE FACULTY TO THE STATE OF CALIFORNIA AND LOCAL GOVERNMENT AGENCIES SUCH AS ASSESSMENT SURVEYS AND STUDIES, APPLIANCE TESTING, AND PROFESSIONAL DEVELOPMENT FOR SCHOOL TEACHERS.- IN COLLABORATION WITH THE STATE WATER RESOURCES CONTROL BOARD, THE OFFICE OF WATER PROGRAMS PROVIDES TECHNICAL, MANAGEMENT, AND FINANCIAL SERVICES TO SMALL DISADVANTAGED COMMUNITIES IN CALIFORNIA TO RETROFIT OR REPLACE A DRINKING WATER SYSTEM.OTHER EXTERNALLY FUNDED PROGRAMS:- UNIVERSITY ENTERPRISES, INC'S PROGRAM SERVICES BENEFITS MORE THAN 33,300 FACULTY, STAFF, AND STUDENTS OF SACRAMENTO STATE AS WELL AS THE GENERAL POPULACE.- DEVELOP AND IMPLEMENT PROGRAMS AND PUBLISH TRAINING MATERIALS FOR OPERATORS OF WATER TREATMENT PLANTS, WATER DISTRIBUTION SYSTEMS, WASTEWATER COLLECTION SYSTEMS, AND MUNICIPAL AND INDUSTRIAL WASTEWATER TREATMENT AND RECLAMATION FACILITIES.- THE INSTITUTE FOR SOCIAL RESEARCH RECEIVE STATE OF CALIFORNIA, LOCAL GOVERNMENT, AND NON-PROFIT FUNDING FOR CUSTOMIZED PROJECTS INCLUDING COMMUNITY LISTENING SESSIONS, TECHNICAL SUPPORT, PROGRAM/POLICY EVALUATION, AND SURVEY RESEARCH SERVICES.- THE POPULATION RESEARCH CENTER PROVIDES RESEARCH SERVICES INCLUDING PROJECT DEVELOPMENT, DATA COLLECTION, AND DATA ANALYSIS TO STATE AND LOCAL GOVERNMENT ENTITIES.- THE TITLE IV-E STIPEND PROGRAM PREPARES BOTH MSW AND BSW STUDENTS FOR SOCIAL WORK CAREERS IN PUBLIC CHILD WELFARE SERVICES AND OFFERS STIPENDS AND REIMBURSEMENT SUPPORT FOR TUITION, FEES, AND BOOKS. | Desc |
| Total Program Service Expenses | $123,695,135 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3297 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 0 | QuidProQuoContributionsInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | 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 | Yes (1) | 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 | TERRI STEVENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9162786630 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| CARLOS NEVAREZ | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $281,987 | $122,325 | ||
| JONATHAN BOWMAN | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $273,049 | $75,125 | ||
| MACHELLE MARTIN | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $199,079 | $74,853 | ||
| KEVIN MURPHY | ||||||||
| ASSOCIATE DIRECTOR, RESEARCH | 40.00 | 0.00 | $192,574 | $0 | $79,500 | Yes (X) | ||
| WILLIAM OLMSTED | ||||||||
| EXECUTIVE DIRECTOR, UNION WELL | 40.00 | 0.10 | $177,559 | $0 | $76,815 | Yes (X) | ||
| TRINA KNIGHT | ||||||||
| DIRECTOR, HUMAN RESOURCES | 40.00 | 0.00 | $181,624 | $0 | $70,100 | Yes (X) | ||
| JOHN MELIKIAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $196,054 | $0 | $52,763 | Yes (X) | ||
| ROSLYN ROBERTS | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $166,170 | $75,457 | ||
| RANDALL MARX | ||||||||
| STAFF RESEARCH ENGINEER IV | 40.00 | 0.00 | $180,150 | $0 | $60,196 | Yes (X) | ||
| TERRI STEVENS | ||||||||
| DIRECTOR, FINANCE/CFO | 40.00 | 0.00 | $181,852 | $0 | $54,631 | Yes (X) | ||
| MAUREEN KERNER | ||||||||
| STAFF RESEARCH ENGINEER IV/ ASSOCIATE DIRECTOR EFC | 40.00 | 0.00 | $164,628 | $0 | $69,637 | Yes (X) | ||
| BRIAN CURRIER | ||||||||
| STAFF RESEARCH ENGINEER IV | 40.00 | 1.00 | $175,441 | $0 | $53,638 | Yes (X) | ||
| MONICA KAUPPINEN | ||||||||
| DIRECTOR, SPONSORED PROGRAMS | 40.00 | 0.00 | $163,507 | $0 | $65,314 | Yes (X) | ||
| KEOHIOKALANI GRIFFITH | ||||||||
| DIRECTOR, REAL ESTATE SERVICES | 40.00 | 0.00 | $135,798 | $0 | $68,207 | Yes (X) | ||
| ANGELA BARRETT-RADER | ||||||||
| DIRECTOR, RETAIL AND MARKETING SERVICES | 40.00 | 0.00 | $134,778 | $0 | $52,881 | Yes (X) | ||
| FRANZISKA M RENZ | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $2,891 | $132,724 | $47,751 | ||
| MARK WHEELER | ||||||||
| CHAIR | 1.00 | 40.00 | Yes (X) | $0 | $101,887 | $42,708 | Yes (X) | |
| HASHIM RAZA RIZVI | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $14,434 | $0 | ||
| NATALY ANDRADE-DOMINQUEZ | ||||||||
| STUDENT REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $1,097 | $0 | ||
| RODNEY BARBOUR | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARCO RODRIGUEZ | ||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JERRY AZEVEDO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VERONICA BOULOS | ||||||||
| STUDENT REPRESENTATIVE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS HAYSTINGS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BINDU JADURAM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LYNCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,886,856 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,170,427 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,141,901 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROO SERVICES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 MAIN AVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95838 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PAINTING SERVICES | ServicesDesc |
| Compensation | $100,246 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $73,038,569 | GovernmentGrantsAmt |
| Total Contributions | $73,038,569 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALES & SERVICES OF ED | 611710 | $20,489,222 | $20,489,222 |
| COMMISSIONS | 611710 | $14,879,640 | $14,879,640 |
| ADMINISTRATIVE FEES | 611710 | $10,303,561 | $10,303,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,672,423 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,785,058 | TotalRevenueColumnAmt |
| Exclusion | $3,785,058 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,400 | TotalRevenueColumnAmt |
| Exclusion | $146,400 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,005,616 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,005,616 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,005,616 | TotalRevenueColumnAmt |
| Exclusion | $12,005,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,604,816 | SecuritiesAmt |
| Other | $1,875 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,078,808 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,526,008 | SecuritiesAmt |
| Other | $1,875 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,527,883 | TotalRevenueColumnAmt |
| Exclusion | $1,527,883 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $92,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,769 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $92,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,268,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,765,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,464,957 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,436 | TotalAmt |
| Program Services | $853,436 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,051,470 | TotalAmt |
| Program Services | $3,051,470 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,088 | TotalAmt |
| Program Services | $578,028 | ProgramServicesAmt |
| Management And General | $1,117,060 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,576,826 | TotalAmt |
| Program Services | $49,607,287 | ProgramServicesAmt |
| Management And General | $2,969,539 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,416,594 | TotalAmt |
| Program Services | $4,706,014 | ProgramServicesAmt |
| Management And General | $710,580 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,755,145 | TotalAmt |
| Program Services | $3,203,989 | ProgramServicesAmt |
| Management And General | $551,156 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,261 | TotalAmt |
| Program Services | $2,209,780 | ProgramServicesAmt |
| Management And General | $297,481 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,306 | TotalAmt |
| Program Services | $198,412 | ProgramServicesAmt |
| Management And General | $25,894 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,993 | TotalAmt |
| Program Services | $274,993 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,810 | TotalAmt |
| Management And General | $27,810 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,053,252 | TotalAmt |
| Program Services | $11,930,213 | ProgramServicesAmt |
| Management And General | $123,039 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,412 | TotalAmt |
| Program Services | $20,705 | ProgramServicesAmt |
| Management And General | $11,707 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,033 | TotalAmt |
| Program Services | $1,178,115 | ProgramServicesAmt |
| Management And General | $79,918 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,524 | TotalAmt |
| Program Services | $164,462 | ProgramServicesAmt |
| Management And General | $159,062 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,919,006 | TotalAmt |
| Program Services | $7,775,447 | ProgramServicesAmt |
| Management And General | $143,559 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,297,450 | TotalAmt |
| Program Services | $1,254,383 | ProgramServicesAmt |
| Management And General | $43,067 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,084 | TotalAmt |
| Program Services | $11,048 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,940,647 | TotalAmt |
| Program Services | $2,940,647 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,208,642 | TotalAmt |
| Program Services | $5,148,045 | ProgramServicesAmt |
| Management And General | $60,597 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,430,820 | TotalAmt |
| Program Services | $6,430,820 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,545 | TotalAmt |
| Program Services | $1,388,476 | ProgramServicesAmt |
| Management And General | $91,069 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INDIRECT COST ALLOC | $10,013,983 | $10,013,983 | |
| PROJECT EXPENSE | $9,481,122 | $9,476,382 | $4,740 |
| OTHER EXPENSES | $1,244,241 | $1,109,278 | $134,963 |
| DUES AND SUBSCRIPTIONS | $191,646 | $169,722 | $21,924 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,268,336 | TotalAmt |
| Program Services | $123,695,135 | ProgramServicesAmt |
| Management And General | $6,573,201 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,822,811 | BOYAmt |
| EOY | $2,590,864 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,363,718 | BOYAmt |
| EOY | $18,732,987 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,096,685 | BOYAmt |
| EOY | $38,910,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,702 | BOYAmt |
| EOY | $1,678,856 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,000 | BOYAmt |
| EOY | $844,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,156,113 | BOYAmt |
| EOY | $11,295,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $171,765,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,338,468 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,155,950 | BOYAmt |
| EOY | $116,427,066 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,183,705 | BOYAmt |
| EOY | $10,303,211 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,272,068 | BOYAmt |
| EOY | $104,334,231 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,821,752 | BOYAmt |
| EOY | $305,117,835 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,044,057 | BOYAmt |
| EOY | $20,137,669 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,510,270 | BOYAmt |
| EOY | $13,944,491 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,640,000 | BOYAmt |
| EOY | $8,070,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,686,448 | BOYAmt |
| EOY | $66,393,410 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,346,883 | BOYAmt |
| EOY | $139,742,952 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,227,658 | BOYAmt |
| EOY | $248,288,522 | 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 | $15,145,986 | BOYAmt |
| EOY | $17,224,976 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,448,108 | BOYAmt |
| EOY | $39,604,337 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,594,094 | BOYAmt |
| EOY | $56,829,313 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,821,752 | BOYAmt |
| EOY | $305,117,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,000,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $234,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSU SACRAMENTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680365325 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $290,800 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $290,800 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Governmental Entity | Yes (X) | GovernmentalEntityInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION D, LINE 3: | THE SUPPORTING ORGANIZATION'S CURRENT BYLAWS PROVIDE THAT SEVEN OF THE SEVENTEEN MEMBERS OF THE SUPPORTING ORGANIZATION'S BOARD OF DIRECTORS ARE HELD BY REPRESENTATIVES OF THE SUPPORTED ORGANIZATION. (FOUR OFFICIALS OF THE SUPPORTED ORGANIZATION AND THREE FACULTY MEMBERS OF THE SUPPORTED ORGANIZATION.) |
| PART IV, SECTION E, LINE 1C: | THE AUTHORIZED MAJOR SUPPORT FUNCTIONS PROVIDED EXCLUSIVELY TO CALIFORNIA STATE UNIVERSITY, SACRAMENTO ARE: EXTERNALLY FUNDED SPONSORED RESEARCH AND CONTRACTS ADMINISTRATION, BOOKSTORE-RELATED SERVICES, DINING SERVICES, OFF-CAMPUS STUDENT HOUSING, CLASSROOM FACILITIES AND EQUIPMENT, ACQUISITION, DEVELOPMENT, SALE AND TRANSFER OF REAL AND PERSONAL PROPERTY INCLUDING FINANCING TRANSACTIONS RELATED TO THE ACTIVITIES AFOREMENTIONED. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,333,310 | OtherCostOrOtherBasisAmt |
| Book Value | $17,333,310 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,816,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,888,034 | DepreciationAmt |
| Book Value | $61,928,190 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,972,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,392,733 | DepreciationAmt |
| Book Value | $12,580,111 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,809,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,221,473 | DepreciationAmt |
| Book Value | $2,588,524 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,833,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $836,228 | DepreciationAmt |
| Book Value | $21,996,931 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $116,427,066 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INVESTMENT IN DIRECT FINANCING LEASES | Desc |
| Book Value | $104,334,231 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $104,334,231 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED INFLOWS LEASES | $100,603,265 |
| DEFERRED INFLOWS PENSION | $170,638 |
| DEFERRED INFLOWS OPEB | $4,946,404 |
| DEFERRED INFLOWS DEBT REFUNDING | $28,420 |
| OTHER LONG TERM LIABILITIES | $33,994,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $139,742,952 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $136,475,745 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $234,837 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $234,837 | RevenueNotReportedAmt |
| Revenue Subtotal | $136,240,908 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,810 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,810 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $136,268,718 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $130,240,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $130,240,526 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,810 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,810 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $130,268,336 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CSU SAN MARCOS CORP | |||||||||||
| 333 SO TWIN OAKS VALLEY RD | SAN MARCOS | CA | 92096 | 330397688 | 501(C)(3) | $6,000 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU CHANNEL ISLANDS | |||||||||||
| ONE UNIVERSITY DR | CAMARILLO | CA | 93012 | 912153805 | STATE OF CALIFORNIA | $6,483 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU STANISLAUS | |||||||||||
| ONE UNIVERSITY CIRCLE | TURLOCK | CA | 95382 | 770207337 | STATE OF CALIFORNIA | $9,728 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU CHICO RESEARCH ENTERPRISES | |||||||||||
| 25 MAIN STREET | CHICO | CA | 95928 | 680386518 | 501(C)(3) | $10,466 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| SAN DIEGO STATE UNIVERSITY FDN | |||||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | 501(C)(3) | $11,005 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU FRESNO FOUNDATION | |||||||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 93726 | 946003272 | 501(C)(3) | $11,658 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| SAN JOSE STATE UNIVERSITY FDN | |||||||||||
| 210 N FOURTH STREET 4TH FLOOR | SAN JOSE | CA | 95112 | 946017638 | 501(C)(3) | $12,505 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU BAKERSFIELD | |||||||||||
| 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | 320291662 | 501(C)(3) | $12,640 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSUSB UNIVERSITY ENTERPRISES CORP | |||||||||||
| 5500 UNIVERSITY PKWY | SAN BERNADINO | CA | 92407 | 956067343 | 501(C)(3) | $13,731 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU EAST BAY FDN | |||||||||||
| 25800 CARLOS BEE BLVD LI 2310 | HAYWARD | CA | 94542 | 941524922 | 501(C)(3) | $13,867 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| SONOMA STATE UNIVERSITY | |||||||||||
| 1801 E COTATI AVE | ROHNERT PARK | CA | 94928 | 680338225 | STATE OF CALIFORNIA | $16,218 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU DOMINGUEZ HILLS FOUNDATION | |||||||||||
| 1000 E VICTORIA ST | CARSON | CA | 90747 | 952543028 | 501(C)(3) | $18,424 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| SAN FRANCISCO STATE UNIVERSITY FOUNDATION | |||||||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | 261169717 | 501(C)(3) | $18,461 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CAL POLY CORPORATION | |||||||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | 951648180 | 501(C)(3) | $22,397 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CALIFORNIA MARITIME ACADEMY | |||||||||||
| 200 MARITIME ACADEMY DRIVE | VALLEJO | CA | 94590 | 237213404 | 501(C)(3) | $22,785 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU FULLERTON ASC | |||||||||||
| 2600 NUTWOOD AVE SUITE 275 | FULLERTON | CA | 92831 | 952081258 | 501(C)(3) | $24,363 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| HUMBOLDT STATE UNIVERSITY FDN | |||||||||||
| 1 HARPS STREET SBS 285 | ARCATA | CA | 95521 | 946050071 | 501(C)(3) | $30,543 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| UNIVERSITY AUXILIARY SERVICES INC | |||||||||||
| 5151 STATE UNIVERSITY DRIVE GE BLDG | LOS ANGELES | CA | 90032 | 954016653 | 501(C)(3) | $31,641 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | RM 314 |
| THE UNIVERSITY CORPORATION | |||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 951992732 | 501(C)(3) | $34,142 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU LONG BEACH FDN | |||||||||||
| 6300 E STATE UNIVERSITY DRIVE 33 | LONG BEACH | CA | 90840 | 956106694 | 501(C)(3) | $35,392 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CAL POLY POMONA FDN INC | |||||||||||
| 3801 WEST TEMPLE AVENUE BLDG 55 | POMONA | CA | 91768 | 952417645 | 501(C)(3) | $62,589 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| UNIVERSITY CORP AT MONTEREY BAY | |||||||||||
| 100 CAMPUS CNTR BLDG 201 STE 111 | SEASIDE | CA | 93955 | 770387459 | 501(C)(3) | $126,970 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| CSU SACRAMENTO | |||||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 680365325 | STATE OF CALIFORNIA | $278,470 | $0 | N/A | N/A | STIPENDS FOR STUDENTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| STIPENDS FOR PARTICIPATING IN EDUCATIONAL PROGRAMS | 456 | $2,760,745 | N/A | N/A |
| SCHOLARSHIPS- FOR ATTENDING CALIFORNIA STATE UNIVERSITY | 64 | $290,725 | N/A | N/A |
| N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT AWARD AMOUNTS ARE DETERMINED BY THE GRANTS ADMINISTRATION DIVISION AND ARE BASED ON INDIVIDUAL GRANT REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARLOS NEVAREZ | ||||||||||||||
| DIRECTOR | $0 | $281,863 | $0 | $0 | $0 | $124 | $0 | $90,235 | $0 | $32,090 | $0 | $404,312 | $0 | $0 |
| JONATHAN BOWMAN | ||||||||||||||
| DIRECTOR | $0 | $272,925 | $0 | $0 | $0 | $124 | $0 | $46,733 | $0 | $28,392 | $0 | $348,174 | $0 | $0 |
| MACHELLE MARTIN | ||||||||||||||
| DIRECTOR | $0 | $198,955 | $0 | $0 | $0 | $124 | $0 | $46,733 | $0 | $28,120 | $0 | $273,932 | $0 | $0 |
| KEVIN MURPHY | ||||||||||||||
| ASSOCIATE DIRECTOR, RESEARCH | $192,425 | $0 | $0 | $0 | $149 | $0 | $49,651 | $0 | $29,849 | $0 | $272,074 | $0 | $0 | $0 |
| WILLIAM OLMSTED | ||||||||||||||
| EXECUTIVE DIRECTOR, UNION WELL | $175,410 | $0 | $0 | $0 | $2,149 | $0 | $45,468 | $0 | $31,347 | $0 | $254,374 | $0 | $0 | $0 |
| TRINA KNIGHT | ||||||||||||||
| DIRECTOR, HUMAN RESOURCES | $181,475 | $0 | $0 | $0 | $149 | $0 | $46,929 | $0 | $23,171 | $0 | $251,724 | $0 | $0 | $0 |
| JOHN MELIKIAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $193,937 | $0 | $0 | $0 | $2,117 | $0 | $49,802 | $0 | $2,961 | $0 | $248,817 | $0 | $0 | $0 |
| ROSLYN ROBERTS | ||||||||||||||
| DIRECTOR | $0 | $166,097 | $0 | $0 | $0 | $73 | $0 | $45,327 | $0 | $30,130 | $0 | $241,627 | $0 | $0 |
| RANDALL MARX | ||||||||||||||
| STAFF RESEARCH ENGINEER IV | $180,001 | $0 | $0 | $0 | $149 | $0 | $36,812 | $0 | $23,384 | $0 | $240,346 | $0 | $0 | $0 |
| TERRI STEVENS | ||||||||||||||
| DIRECTOR, FINANCE/CFO | $181,703 | $0 | $0 | $0 | $149 | $0 | $36,644 | $0 | $17,987 | $0 | $236,483 | $0 | $0 | $0 |
| MAUREEN KERNER | ||||||||||||||
| STAFF RESEARCH ENGINEER IV/ ASSOCIAT | $164,468 | $0 | $0 | $0 | $160 | $0 | $42,554 | $0 | $27,083 | $0 | $234,265 | $0 | $0 | $0 |
| BRIAN CURRIER | ||||||||||||||
| STAFF RESEARCH ENGINEER IV | $173,318 | $0 | $0 | $0 | $2,123 | $0 | $45,402 | $0 | $8,236 | $0 | $229,079 | $0 | $0 | $0 |
| MONICA KAUPPINEN | ||||||||||||||
| DIRECTOR, SPONSORED PROGRAMS | $163,358 | $0 | $0 | $0 | $149 | $0 | $42,254 | $0 | $23,060 | $0 | $228,821 | $0 | $0 | $0 |
| KEOHIOKALANI GRIFFITH | ||||||||||||||
| DIRECTOR, REAL ESTATE SERVICES | $135,649 | $0 | $0 | $0 | $149 | $0 | $35,343 | $0 | $32,864 | $0 | $204,005 | $0 | $0 | $0 |
| ANGELA BARRETT-RADER | ||||||||||||||
| DIRECTOR, RETAIL AND MARKETING SERVI | $134,629 | $0 | $0 | $0 | $149 | $0 | $34,735 | $0 | $18,146 | $0 | $187,659 | $0 | $0 | $0 |
| FRANZISKA M RENZ | ||||||||||||||
| DIRECTOR | $2,891 | $132,651 | $0 | $0 | $0 | $73 | $0 | $36,803 | $0 | $10,948 | $2,891 | $180,475 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY | ||||||||
| A | 912155587 | 13077CY73 | 2015-07-15 | $12,460,000 | SERIES 2015A ISSUED TO REFINANCE SERIES 2005A. | 0 | 0 | 0 |
| TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY | ||||||||
| B | 912155587 | 13077CY73 | 2015-08-05 | $16,190,000 | SERIES 2015A ISSUED TO REFINANCE 2007A | 0 | 0 | 0 |
| TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY | ||||||||
| C | 912155587 | 13077DSY9 | 2023-08-09 | $13,275,000 | SERIES 2023A | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,390,000 | $12,460,000 | $1,976,854 | $12,447,038 | $12,962 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $4,605,000 | $16,190,000 | $16,148,455 | $41,545 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $13,275,000 | $1,968,533 | $13,215,348 | $59,652 | 2024 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE A(F) | REPRESENTS A PORTION OF SYSTEMWIDE REVENUE BONDS (SRB), SERIES 2015A THAT WAS USED TO REFUND UEI 2005A BONDS WHICH WERE ORIGINALLY ISSUED TO FUND MULTIPLE PROJECTS SPONSORED AND FINANCED BY UEI. |
| PART I, LINE B(F) | REPRESENTS A PORTION OF SYSTEMWIDE REVENUE BONDS, SERIES 2015A THAT WAS USED TO REFUND SRB 2007A WHICH WERE PREVIOUSLY ISSUED TO FUND COSTS ASSOCIATED WITH NEW CONSTRUCTION OF THE CAMPUS BOOKSTORE SPONSORED AND FINANCED BY UEI THROUGH THE CSU SRB PROGRAM. |
| PART I, LINE C(F) | REPRESENTS A PORTION OF SRB SERIES 2023A THAT WAS USED TO FUND COSTS ASSOCIATED WITH THE NEW CONSTRUCTION OF A FACULTY-STAFF HOUSING PROJECT (COMMONLY KNOWN AS NINE TEN PLACE) SPONSORED AND FINANCED BY UEI THROUGH THE CSU SRB PROGRAM |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | SUBJECT TO THE RESTRICTIONS CONTAINED IN 5212 OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD INVOLVING MATTERS REQUIRING BOARD ACTION WHEN IT IS NOT PRACTICABLE FOR THE BOARD TO CONVENE A MEETING IN A TIMELY MANNER. THE EXECUTIVE COMMITTEE SHALL PROMPTLY REPORT TO THE BOARD ANY ACTIONS TAKEN ON BEHALF OF THE BOARD AND THE CIRCUMSTANCES ASSOCIATED WITH SUCH ACTIONS. THE BOARD MAY DELEGATE SPECIFIC AUTHORITY TO THE EXECUTIVE COMMITTEE BY RESOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATIONS BYLAWS WERE REVISED TO ADJUST THE BOARD MEMBER COUNT FROM FIFTEEN TO SEVENTEEN. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD SHALL CONSIST OF THREE (3) FACULTY MEMBERS; THREE (3) ADMINISTRATIVE MEMBERS (INCLUDING THE PRESIDENT OF THE CALIFORNIA STATE UNIVERSITY, SACRAMENTO, OR HIS/HER DESIGNEE AND THE VICE PRESIDENT FOR ADMINISTRATION FOR CALIFORNIA STATE UNIVERSITY, SACRAMENTO OR HIS/HER DESIGNEE); TWO (2) STUDENT MEMBERS; AND SEVEN (7) MEMBERS WHO ARE NEITHER FACULTY, ADMINISTRATIVE NOR STUDENT BUT COMMUNITY INDIVIDUALS INTERESTED IN CALIFORNIA STATE UNIVERSITY, SACRAMENTO. FACULTY MEMBER SELECTION: EACH FACULTY MEMBER POSITION SHALL BE FILLED BY DIRECT APPOINTMENT OF THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO AND SHALL SERVE A TWO (2) YEAR TERM ON THE BOARD. SACRAMENTO STATE'S FACULTY SENATE MAY IDENTIFY FACULTY NOMINEES FOR THE PRESIDENT'S CONSIDERATION. ONCE A FACULTY MEMBER NOMINATED BY SACRAMENTO STATE'S FACULTY SENATE HAS BEEN APPOINTED TO THE BOARD, NO FURTHER NOMINATION OR RE-NOMINATION BY THE FACULTY SENATE IS REQUIRED FOR THE FACULTY MEMBER TO BE RE-APPOINTED TO THE BOARD. ADMINISTRATIVE SELECTION: THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO, OR HIS/HER DESIGNEE, AND THE VICE PRESIDENT FOR ADMINISTRATION FOR CALIFORNIA STATE UNIVERSITY, SACRAMENTO, OR HIS/HER DESIGNEE, SHALL HAVE CONTINUOUS APPOINTMENT ON THE BOARD. THE REMAINING ADMINISTRATIVE POSITION ON THE BOARD SHALL BE FILLED BY THE DIRECT APPOINTMENT OF THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO AND SHALL SERVE A TWO (2) YEAR TERM ON THE BOARD. COMMUNITY MEMBER SELECTION: EACH COMMUNITY MEMBER POSITION SHALL BE FILLED BY DIRECT APPOINTMENT OF THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO. EACH COMMUNITY MEMBER SHALL SERVE A TWO (2) YEAR TERM. COMMUNITY MEMBERS APPOINTED PRIOR TO JULY 1, 2012 SHALL SERVE A THREE (3) YEAR TERM. STUDENT MEMBER SELECTION: EACH STUDENT MEMBER POSITION SHALL BE FILLED BY DIRECT APPOINTMENT OF THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO. EACH STUDENT MEMBER SHALL SERVE A ONE (1) YEAR TERM. |
| FORM 990, PART VI, SECTION B, LINE 11B | UEI'S FEDERAL FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THIS PROCESS INCLUDES A REQUEST FOR INFORMATION FROM THE ORGANIZATION, A COMPILATION OF DATA BY THE ORGANIZATION'S MANAGEMENT IN THE BUSINESS SERVICES DIVISION (I.E. FINANCE DIRECTOR, CONTROLLER, ETC.), MULTIPLE LAYERS OF REVIEW BY THE CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEW OF THE FINAL RETURN BY THE ORGANIZATION'S MANAGEMENT (EXECUTIVE DIRECTOR, FINANCE DIRECTOR AND CONTROLLER). REVIEW BY THE FINANCE DIRECTOR AND CONTROLLER CONSISTS OF TYING OUT INFORMATION ON THE FINAL TAX RETURN TO INTERNAL FINANCIAL AND CORPORATE RECORDS TO ENSURE ACCURACY AS WELL AS A COMPREHENSIVE REVIEW OF ALL OTHER CONTENT. THE EXECUTIVE DIRECTOR PERFORMS A HIGHER LEVEL REVIEW FOR REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. THIS REVIEW MAY INCLUDE MEETINGS WITH THE FINANCE DIRECTOR, CONTROLLER OR EXTERNAL TAX PREPARERS 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. THERE ARE NO FORMAL PROCEDURES ESTABLISHED FOR BOARD REVIEW, AND BOARD REVIEW OF THE RETURN IS NOT REQUIRED PRIOR TO FILING. THE EXECUTIVE DIRECTOR RESPONDS TO ANY QUESTIONS OR COMMENTS FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNED CONFLICT OF INTEREST FORMS ARE SIGNED AND COLLECTED AT THE FIRST BOARD MEETING OF THE YEAR BY ALL BOARD MEMBERS. AT THIS TIME, IT IS THE DUTY OF THE INTERESTED PARTIES TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS WELL AS IF THEY ARISE THROUGHOUT THE YEAR. AFTER DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, IT IS UP TO THE REMAINING BOARD MEMBERS TO DETERMINE IF A CONFLICT IS PRESENT. IF A CONFLICT OF INTEREST IS FOUND, THE INTERESTED PARTY IS EXCUSED FROM THE MEETING AND NOT ABLE TO PARTICIPATE IN DISCUSSION OR VOTING ON THE RELATED TRANSACTIONS. THIS DISCUSSION AND DECISION IS DOCUMENTED IN THE BOARD MEETING MINUTES. KEY EMPLOYEES ARE ALSO REQUIRED TO SIGN AND DISCLOSE ANNUALLY, AND ANY CONFLICTS THAT ARISE WILL BE DETERMINED BY THE EMPLOYEES DIRECT SUPERVISOR, AND PROPERLY DOCUMENTED. IF A CONFLICT IS FOUND, IT IS ADDRESSED AS APPROPRIATE BY THE DIRECT SUPERVISOR, DEPARTMENT DIRECTOR, HUMAN RESOURCES, OR EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY THE PRESIDENT OF THE UNIVERSITY WHO IS ALSO CHAIR OF THE UEI BOARD OF DIRECTORS. THE CHAIR OF THE BOARD, WHO IS ALSO CHAIR OF THE EXECUTIVE COMMITTEE, CONSULTS WITH THE CHAIR OF THE PERSONNEL COMMITTEE REGARDING CEO COMPENSATION AND PERFORMANCE EVALUATIONS. DISCUSSION OF CEO COMPENSATION IS CONDUCTED IN CLOSED SESSION OF THE FULL BOARD OF DIRECTORS. PERIODIC SALARY SURVEYS THAT INCLUDE CEO COMPENSATION FOR OTHER CSU AUXILIARY ORGANIZATIONS ARE REVIEWED FOR COMPARISON PURPOSES. DOCUMENTATION OF THE DELIBERATION AND DECISION IS RECORDED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AUXILIARIES MULTIPLE EMPLOYER VEBA | ||||||||||
| 2355 CRENSHAW BLVD SUITE 200 | TORRANCE | CA | 90501 | 273301107 | INVEST POST-EMPLOYMENT BENEFIT CONTRIBUTIONS FROM EMPLOYERS | CA | 501(C)(9) | N/A | 0 | |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | ||||||||||
| 6000 J STREET | SACRAMENTO | CA | 98519 | 680365325 | UNIVERSITY CAMPUS | CA | N/A | 0 | ||
| UNIVERSITY FOUNDATION AT SACRAMENTO STATE | ||||||||||
| 6000 J STREET | SACRAMENTO | CA | 98519 | 943001359 | AUXILIARY ORGANIZATION OF THE UNIVERSITY CAMPUS | CA | 501(C)(3) | N/A | 0 | LINE 7 |
| UNIVERSITY UNION OPERATION OF CSU SACRAMENTO | ||||||||||
| 6000 J STREET | SACRAMENTO | CA | 98519 | 510140156 | AUXILIARY ORGANIZATION OF THE UNIVERSITY CAMPUS | CA | 501(C)(3) | N/A | 0 | LINE 10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | ||
| D | $6,431,040 | EOY AP BALANCE |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | ||
| E | $897,878 | EOY AR BALANCE |