COLORADO STATE UNIVERSITY RESEARCH FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO STATE UNIVERSITY RESEARCH FOUNDATION (EIN 84-0600653)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-20
- IRS object ID
- 202202939349301910
- Schema version
- 2021v4.2
- 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 | 2022-10-20T17:48:42-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840600653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO STATE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 9704912933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 483 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN JOHNSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9704912933 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2022-10-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSU STRATA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNN JOHNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 483 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,478,879 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSURF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | AID & ASSIST UNIVERSITIES GOVERNED BY THE CSU SYSTEM IN THEIR RESEARCH & EDUCATIONAL EFFORTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $263,991 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $177,556 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,476,441 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,387,955 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $238,238 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,142 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,131,152 | PYInvestmentIncomeAmt |
| CY Investment Income | $314,821 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,255,594 | PYOtherRevenueAmt |
| CY Other Revenue | $10,281,684 | CYOtherRevenueAmt |
| PY Total Revenue | $17,101,425 | PYTotalRevenueAmt |
| CY Total Revenue | $15,102,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,668,159 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,647,073 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,658,493 | PYOtherExpensesAmt |
| CY Other Expenses | $9,777,351 | CYOtherExpensesAmt |
| PY Total Expenses | $15,326,652 | PYTotalExpensesAmt |
| CY Total Expenses | $14,424,424 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,774,773 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $678,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,363,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,835,294 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,473,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,267,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,889,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,568,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | COLORADO STATE UNIVERSITY RESEARCH FOUNDATION (CSURF) WAS ORGANIZED IN 1941 TO AID THE UNIVERSITIES GOVERNED BY THE BOARD OF GOVERNORS OF THE COLORADO STATE UNIVERSITY SYSTEM (CSUS, INCLUDING COLORADO STATE UNIVERSITY, COLORADO STATE UNIVERSITY PUEBLO, AND CSU GLOBAL) IN THEIR RESEARCH AND EDUCATIONAL EFFORTS. CSURF PROVIDES PROPERTY AND EQUIPMENT LEASING, PATENT AND LICENSING MANAGEMENT, DEBT FINANCING THROUGH MORTGAGE DEBT SERVICE, AND LAND ACQUISITION, DEVELOPMENT AND PROPERTY MANAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,613,421 | ExpenseAmt |
| Revenue | $7,022,111 | RevenueAmt |
| Desc | COLORADO STATE UNIVERSITY RESEARCH FOUNDATION PROVIDES MANAGEMENT OF VARIOUS PROPERTIES HELD BY OR FOR THE BENEFIT OF COLORADO STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,154,893 | ExpenseAmt |
| Revenue | $3,107,991 | RevenueAmt |
| Desc | TECHNOLOGY TRANSFER ASSISTS WITH PATENT AND LICENSING MANAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,768,314 | 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 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 184 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | MX | ForeignCountryCd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9704912933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2537 RESEARCH BOULEVARD SUITE 200 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80526 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| AJAY MENON | |||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $397,676 | $0 | $72,684 | ||
| TODD HEADLEY | |||||||
| VP OF TECHNOLOGY TRANSFER (THRU 11/21) | 40.00 | Yes (X) | $366,634 | $0 | $51,143 | ||
| NANCY HURT | |||||||
| VP OF OPERATIONS | 40.00 | Yes (X) | $184,482 | $0 | $35,330 | ||
| JULIE H BIRDSALL- CFOSECRETARY | |||||||
| TREASURER (THRU 5/22)/ SPECIAL PROJ./ CEO ADVISOR | 40.00 | Yes (X) | $183,820 | $0 | $35,682 | ||
| NICK CHRISTENSEN | |||||||
| VP OF REAL ESTATE | 40.00 | Yes (X) | $181,705 | $0 | $29,744 | ||
| STEVE FOSTER | |||||||
| DIR. LICENSING & BUS. DEVELOPMENT | 40.00 | $127,156 | $0 | $34,596 | Yes (X) | ||
| RICHARD T CALLAN | |||||||
| SENIOR REAL ESTATE ANALYST | 40.00 | $122,211 | $0 | $29,400 | Yes (X) | ||
| MICHAEL BROWN | |||||||
| SENIOR REAL ESTATE PROJECT MANAGER | 40.00 | $116,885 | $0 | $19,878 | Yes (X) | ||
| JILLIAN LANG | |||||||
| DIR. OF STRATEGIC PARTNERSHIPS | 40.00 | $112,180 | $0 | $23,871 | Yes (X) | ||
| DON MAROSTICA | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DIANE EVANS TRUSTEE | |||||||
| VICE-CHAIRMAN (FROM 7/21) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID L WOOD | |||||||
| VICE-CHAIRMAN (THRU 7/21) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RAYNO SEASER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN LAUGHLIN | |||||||
| TRUSTEE (FROM 10/21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID CONRAD | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BOB HOTTMAN | |||||||
| TRUSTEE (FROM 10/21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL HUDNUT | |||||||
| TRUSTEE (FROM 10/21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LYNN JOHNSON | |||||||
| CFO & SECRETARY/TREASURER (FROM 5/22) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MAGID | |||||||
| VP OF TECHNOLOGY TRANSFER (FROM 5/22) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,792,749 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $332,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WAXJOTTER LLC | |||||
| 6038 WILD VIEW DRIVE | FORT COLLINS | CO | 80528 | WATER CERTIFICATES | $754,317 |
| TRIBE DEVELOPMENT COMPANY | |||||
| 6549 SPANISH BAY DR | WINDSOR | CO | 80550 | CONSULTING | $292,171 |
| POLSINELLI PC | |||||
| PO BOX 878681 | KANSAS CITY | MO | 641878681 | PATENT LEGAL SERVICES | $260,735 |
| HILLSIDE CONSTRUCTION | |||||
| 216 HEMLOCK ST STE B | FORT COLLINS | CO | 80524 | CONSTRUCTION CONTRACTOR | $163,785 |
| ZOETIS INC | |||||
| 10 SYLVAN WAY | PARSIPPANY | NJ | 07054 | TI ALLOWANCE | $159,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $4,372,188 | GovernmentGrantsAmt |
| All Other Contributions | $15,767 | AllOtherContributionsAmt |
| Total Contributions | $4,387,955 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $118,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,142 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,142 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,862 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,733 | UnrelatedBusinessRevenueAmt |
| Exclusion | $210,595 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,107,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,107,991 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,907,314 | 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 | $6,907,314 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,907,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,637,590 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $269,724 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $372,253 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $262,294 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $109,959 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,959 | TotalRevenueColumnAmt |
| Exclusion | $109,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $380,362 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $113,983 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $266,379 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,102,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,130,102 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $263,991 | UnrelatedBusinessRevenueAmt |
| Exclusion | $320,554 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,482 | TotalAmt |
| Program Services | $267,460 | ProgramServicesAmt |
| Management And General | $1,221,022 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,459,979 | TotalAmt |
| Program Services | $2,267,366 | ProgramServicesAmt |
| Management And General | $192,613 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,568 | TotalAmt |
| Program Services | $228,776 | ProgramServicesAmt |
| Management And General | $10,792 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,035 | TotalAmt |
| Program Services | $169,346 | ProgramServicesAmt |
| Management And General | $43,689 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,009 | TotalAmt |
| Program Services | $163,945 | ProgramServicesAmt |
| Management And General | $82,064 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,404 | TotalAmt |
| Program Services | $801,289 | ProgramServicesAmt |
| Management And General | $121,115 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,809 | TotalAmt |
| Management And General | $57,809 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,057 | TotalAmt |
| Management And General | $277,057 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,650 | TotalAmt |
| Program Services | $11,650 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,097 | TotalAmt |
| Management And General | $86,097 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,084 | TotalAmt |
| Management And General | $25,084 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,893 | TotalAmt |
| Program Services | $2,154,893 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199,451 | TotalAmt |
| Program Services | $2,199,451 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,314 | TotalAmt |
| Management And General | $50,314 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,701 | TotalAmt |
| Management And General | $15,701 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,047 | TotalAmt |
| Program Services | $1,418,047 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,631 | TotalAmt |
| Program Services | $1,523,188 | ProgramServicesAmt |
| Management And General | $80,443 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,371 | TotalAmt |
| Program Services | $230,934 | ProgramServicesAmt |
| Management And General | $48,437 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & LICENSES | $288,570 | $99,244 | $189,326 |
| FACILITIES MAINTENANCE | $88,833 | $88,833 | |
| STAFF TRAINING | $64,181 | $64,181 | |
| EQUIPMENT LEASE & MAINT | $8,233 | $8,233 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,025 | TotalAmt |
| Program Services | $143,892 | ProgramServicesAmt |
| Management And General | $82,133 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,424,424 | TotalAmt |
| Program Services | $11,768,314 | ProgramServicesAmt |
| Management And General | $2,656,110 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,763,832 | BOYAmt |
| EOY | $12,348,971 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,857 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,313 | BOYAmt |
| EOY | $995,146 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,861,772 | BOYAmt |
| EOY | $8,526,483 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,050 | BOYAmt |
| EOY | $84,850 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,942 | BOYAmt |
| EOY | $15,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,587,210 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,996,447 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,075,911 | BOYAmt |
| EOY | $38,590,763 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53 | BOYAmt |
| EOY | $50 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,514,886 | BOYAmt |
| EOY | $14,273,978 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,363,616 | BOYAmt |
| EOY | $74,835,294 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,544,707 | BOYAmt |
| EOY | $2,975,185 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,581 | BOYAmt |
| EOY | $351,369 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,777,239 | BOYAmt |
| EOY | $42,121,865 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,824,146 | BOYAmt |
| EOY | $11,818,754 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,473,673 | BOYAmt |
| EOY | $57,267,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,726,829 | BOYAmt |
| EOY | $17,368,338 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,114 | BOYAmt |
| EOY | $199,783 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,889,943 | BOYAmt |
| EOY | $17,568,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,363,616 | BOYAmt |
| EOY | $74,835,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $678,178 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,372,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,936,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,389,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,476,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,387,955 | CurrentTaxYearAmt |
| Total | $17,562,758 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,372,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,936,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,389,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,476,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,387,955 | CurrentTaxYearAmt |
| Total | $17,562,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,562,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,595 | CurrentTaxYearAmt |
| Total | $1,381,069 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $287,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,869,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,991 | CurrentTaxYearAmt |
| Total | $2,836,658 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,780,485 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $41,904,816 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78010 | 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 | $163,114 | BeginningYearBalanceAmt |
| End Year Balance | $163,114 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,114 | BeginningYearBalanceAmt |
| End Year Balance | $163,114 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,114 | BeginningYearBalanceAmt |
| End Year Balance | $163,114 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,114 | BeginningYearBalanceAmt |
| End Year Balance | $163,114 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,114 | BeginningYearBalanceAmt |
| End Year Balance | $163,114 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,428,910 | OtherCostOrOtherBasisAmt |
| Book Value | $11,428,910 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,722,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,820,628 | DepreciationAmt |
| Book Value | $23,902,346 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,992,873 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,018,411 | DepreciationAmt |
| Book Value | $1,974,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $955,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $709,466 | DepreciationAmt |
| Book Value | $246,036 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,486,951 | OtherCostOrOtherBasisAmt |
| Depreciation | $447,942 | DepreciationAmt |
| Book Value | $1,039,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,590,763 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PROPERTY HELD FOR CSU | $11,601,981 |
| LONG-TERM RECEIVABLES LEASED EQUIPMENT | $186,380 |
| DEPOSITS AND DEFERRED COSTS | $56,219 |
| INVESTMENT IN CSURF AC | $1,115,071 |
| ASSETS HELD FOR SALE | $1,314,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,273,978 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $216,773 |
| PROPERTY HELD FOR CSU | $11,601,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,818,754 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND CONSISTS OF THE FOLLOWING: IN 1969, CSURF RECEIVED A GIFT OF APPROXIMATELY 11,650 ACRES OF LAND, IMPROVEMENTS AND SOME OTHER ASSETS. THE PROPERTY IS SUBJECT TO THE CONDITION THAT THE REAL ESTATE WOULD NEVER BE SOLD OR DISPOSED OF AND WILL BE USED IN ORGANIZATION'S EXEMPT PURPOSES. |
| PART X, LINE 2: | CSURF IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WHICH QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. WE ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, WE ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. WE HAVE DETERMINED THAT CERTAIN OPERATIONS OF CSURF ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS FOR BOTH YEARS ENDED JUNE 30, 2022 AND 2021. OUR FORMS 990T ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2019. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | OPERATIONAL SUPPORT FOR PROGRAM EXPENSES | $305,445 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENT IN FOREIGN SUBSIDIARY | $1,115,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,420,516 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,420,516 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3: | THE COLORADO STATE UNIVERSITY TODOS SANTOS CENTER (THE CENTER) PROVIDES THE OPPORTUNITY FOR COLORADO STATE UNIVERSITY (CSU) STUDENTS TO GROW AS GLOBAL CITIZENS IN THEIR UNDERSTANDING OF AND APPRECIATION FOR OTHER CULTURES; THE CENTER PROVIDES A VARIETY OF RESEARCH AND EDUCATIONAL OPPORTUNITIES THAT CSU STUDENTS WOULD NOT OTHERWISE BE ABLE TO BE A PART OF. THE CENTER ALSO CREATES A COMMUNITY HUB FOR EDUCATIONAL SESSIONS AND INFORMATION SHARING. CSU'S LEADING EDUCATIONAL RESOURCES AND EXPERTISE COMBINED WITH NATURAL, CULTURAL AND HISTORICAL ASPECTS OFFERED BY THE COMMUNITY CREATES EXPANSIVE POSSIBILITIES FOR RESEARCH, LEARNING AND EXPERIENCES FOR BAJA CALIFORNIA SUR RESIDENTS, THE CSU COMMUNITY, AND BEYOND. IN FULFILLMENT OF COLORADO STATE UNIVERSITY RESEARCH FOUNDATION'S (CSURF) MISSION TO AID AND ASSIST CSU IN THEIR RESEARCH AND EDUCATIONAL EFFORTS, CSURF TRANSFERS PROGRAM REVENUES AND OPERATIONAL FUNDS FROM THE U.S. TO THE CSURF AC AND CSURF TS IN MEXICO TO SUPPORT THE ACTIVITIES HELD AT THE TODOS SANTOS CENTER. PROGRAM SERVICE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 REPRESENT THE FUNDS TRANSFERRED DURING FISCAL YEAR ENDED JUNE 30, 2022. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AJAY MENON | ||||||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | $396,644 | $0 | $0 | $0 | $1,032 | $0 | $41,467 | $0 | $31,955 | $0 | $471,098 | $0 | $0 | $0 |
| TODD HEADLEY | ||||||||||||||
| VP OF TECHNOLOGY TRANSFER (THRU 11/2 | $366,105 | $0 | $0 | $0 | $529 | $0 | $51,143 | $0 | $676 | $0 | $418,453 | $0 | $0 | $0 |
| NANCY HURT | ||||||||||||||
| VP OF OPERATIONS | $183,765 | $0 | $0 | $0 | $717 | $0 | $23,077 | $0 | $12,862 | $0 | $220,421 | $0 | $0 | $0 |
| JULIE H BIRDSALL- CFOSECRETARY | ||||||||||||||
| TREASURER (THRU 5/22)/ SPECIAL PROJ. | $182,744 | $0 | $0 | $0 | $1,076 | $0 | $25,506 | $0 | $10,779 | $0 | $220,105 | $0 | $0 | $0 |
| NICK CHRISTENSEN | ||||||||||||||
| VP OF REAL ESTATE | $181,325 | $0 | $0 | $0 | $380 | $0 | $8,008 | $0 | $22,341 | $0 | $212,054 | $0 | $0 | $0 |
| STEVE FOSTER | ||||||||||||||
| DIR. LICENSING & BUS. DEVELOPMENT | $127,010 | $0 | $0 | $0 | $146 | $0 | $18,092 | $0 | $16,997 | $0 | $162,245 | $0 | $0 | $0 |
| RICHARD T CALLAN | ||||||||||||||
| SENIOR REAL ESTATE ANALYST | $121,604 | $0 | $0 | $0 | $607 | $0 | $17,044 | $0 | $12,839 | $0 | $152,094 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO CSURF BOARD OF TRUSTEES BY THE AUDIT FIRM DURING THE ANNUAL BOARD MEETING FOR DISCUSSION AND APPROVAL BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES ARE COVERED BY THE POLICY AND ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST FORM ANNUALLY DISCLOSING ANY/ALL POTENTIAL CONFLICTS. IN ADDITION, ALL EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT TO THE CORPORATION. IF CONFLICTS ARE DISCLOSED, THE BOARD AND SENIOR MANAGEMENT REVIEWS AND RESPONDS ACCORDINGLY AND IF DISCLOSED BY A VOTING MEMBER, THE MEMBER ABSTAINS FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL EMPLOYEES IS BASED ON VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, THE RESPONSIBILITIES ASSOCIATED WITH THE POSITION, RELEVANT EXPERIENCE AND EDUCATION OF THE EMPLOYEE, AND COMPARABLE POSITIONS WITHIN THE NONPROFIT SECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 6A: | THE PRIMARY PURPOSE OF CSURF IS TO AID AND ASSIST COLORADO STATE UNIVERSITY AND OTHER UNIVERSITIES GOVERNED BY THE BOARD OF GOVERNORS OF COLORADO STATE UNIVERSITY SYSTEM IN THEIR RESEARCH AND EDUCATIONAL EFFORTS. IN FULFILLING THE ORGANIZATION'S EXEMPT PURPOSE, PART OF CSURF'S FUNCTION IS TO ASSIST COLORADO STATE UNIVERSITY IN ACQUIRING REAL ESTATE AND LAND FOR OPERATIONS AS WELL AS FOR FUTURE EXPANSION OF THE UNIVERSITY. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO STATE UNIVERSITY RESEARCH FOUNDATION DE MEXICO AC | ||||||||
| IGNACIO L VALLARTA 811 SUR COLONI | MONTERREY | NUEVO LEON | MX | CP 64070 | OPERATE TODOS SANTOS CAMPUS | MX | COLORADO STATE UNIVERSITY RESEARCH FOUNDATION | Yes (1) |
| COLORADO STATE UNIVERSITY RESEARCH FOUNDATION TODOS SANTOS AC | ||||||||
| IGNACIO L VALLARTA 904 COL MIRADO | MONTERREY | NUEVO LEON | MX | CP 64070 | PROVIDE COURSES & WORKSHOPS | MX | COLORADO STATE UNIVERSITY RESEARCH FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | 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 |
|---|---|---|
| COLORADO STATE UNIVERSITY RESEARCH FOUNDATION DE MEXICO AC | ||
| R | $220,669 | COST |
| COLORADO STATE UNIVERSITY RESEARCH FOUNDATION TODOS SANTOS AC | ||
| R | $84,776 | COST |