UNIVERSITY FOUNDATION AT SACRAMENTO STATE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY FOUNDATION AT SACRAMENTO STATE (EIN 94-3001359)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202111349349301646
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T11:37:03-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480567703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCOE ISOM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3013 CERES AVENUE | AddressLine1Txt |
| City | CHICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95973 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943001359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY FOUNDATION AT SACRAMENTO | BusinessNameLine1Txt |
| Business Name Line2 | STATE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9162787326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET MODOC HALL 3005 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958196080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA TREIS | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9162787326 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTY M NORTON | PreparerPersonNm |
| PTIN | P01278658 | PTIN |
| Phone | 5308916474 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA CARDOZA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET MODOC HALL 3005 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958196080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,159,581 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSUS.EDU/UNIVERSITYFOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE AT THE UNIVERSITY BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS.THE MEMBERS OF THE UNIVERSITY FOUNDATION BOARD OF DIRECTORS ACCOMPLISH THIS MISSION BY HELPING TO RAISE PRIVATE RESOURCES TO ADVANCE THE MISSION AND PRIORITIES OF THE UNIVERSITY AND SERVING AS AMBASSADORS IN THE COMMUNITY. THE BOARD PROVIDES STEWARDSHIP IN THE PRUDENT INVESTMENT OF RESOURCES, ENSURING THE INTEGRITY OF THE FOUNDATION THROUGH ACCOUNTABILITY AND TRANSPARENCY IN ITS DEALINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,430,934 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,718,892 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $577,368 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $412,413 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,960,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,896,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,138 | PYOtherRevenueAmt |
| CY Other Revenue | $34,209 | CYOtherRevenueAmt |
| PY Total Revenue | $10,019,893 | PYTotalRevenueAmt |
| CY Total Revenue | $14,061,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,788,363 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,159,481 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $204,659 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $204,659 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,868,629 | PYOtherExpensesAmt |
| CY Other Expenses | $7,541,558 | CYOtherExpensesAmt |
| PY Total Expenses | $7,656,992 | PYTotalExpensesAmt |
| CY Total Expenses | $9,905,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,362,901 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,155,912 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,427,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,146,918 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,739,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $535,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,687,240 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,611,407 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE AT THE UNIVERSITY BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,852,952 | ExpenseAmt |
| Grant | $2,159,481 | GrantAmt |
| Revenue | $412,413 | RevenueAmt |
| Desc | THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE INVESTS AND DISTRIBUTES FUNDS FOR THE BENEFIT OF THE UNIVERSITY. SINCE ITS INCEPTION IN 1987, THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. LED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF PROMINENT PROFESSIONALS AND BUSINESS LEADERS, THE UNIVERSITY FOUNDATION IS THE UNIVERSITY'S PRIMARY PHILANTHROPIC AUXILIARY AND IS A TAX-EXEMPT 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS MEETS REGULARLY TO OFFER GUIDANCE ON INVESTMENTS AND THOROUGHLY MANAGE THE GIFT FUNDS TO ENSURE THAT THEY CAN FULFILL THEIR DESIGNATED PURPOSES. THE FOUNDATION ACCOUNTS FOR GIFTS AND CONTRIBUTIONS TO THE UNIVERSITY, ENSURING THAT THE FUNDS ARE APPLIED TO THE PURPOSES FOR WHICH THE DONOR INTENDED. FUNDS MAY BE EXPENDED OR ENDOWED, PER DONOR DIRECTION; EARNINGS FROM ENDOWED FUNDS ARE GENERALLY EXPENDABLE AND DISTRIBUTED TO STUDENT SCHOLARSHIPS OR PROGRAMS, IN ACCORDANCE WITH SPECIFICATIONS PROVIDED BY THE DONOR.THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE IS DEDICATED TO SUPPORTING STUDENT-CENTERED PROGRAMS THAT FURTHER THE UNIVERSITY'S MISSION TO PROVIDE AN EXCELLENT EDUCATION TO THOSE WHO ASPIRE TO EXPAND THEIR KNOWLEDGE AND PREPARE THEMSELVES FOR MEANINGFUL LIVES, CAREERS AND SERVICE TO THEIR COMMUNITY. THE FOUNDATION SUPPORTS THE UNIVERSITY'S COMPREHENSIVE CAMPAIGN TO ACCELERATE THE UNIVERSITY'S TRANSFORMATIONAL IMPACT ON INDIVIDUAL LIVES, DIVERSE COMMUNITIES, SACRAMENTO, CALIFORNIA, AND THE WORLD. THE CAMPAIGN HAS RAISED FUNDS TO SUPPORT STUDENTS, DEEPEN KNOWLEDGE, AND HELP BUILD THE COMMUNITY, AND IN PARTICULAR, SUPPORT FOR THE DALE AND KATY CARLSEN CENTER FOR INNOVATION AND ENTREPRENEURSHIP, THE ERNEST E. TSCHANNEN SCIENCE COMPLEX AND PLANETARIUM, AND FOR STUDENT SCHOLARSHIPS AND SERVICE PROGRAMS. | Desc |
| Total Program Service Expenses | $8,852,952 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINA CURRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9162787461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET MODOC HALL 3005 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958196080 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ROBERT NELSEN | |||||||
| PRESIDENT | 0.10 | 40.00 | Yes (X) | Yes (X) | $0 | $477,763 | $119,827 |
| TINA TREIS | |||||||
| BOARD CHAIR | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOLLY TICHE | |||||||
| BOARD VICE CHAIR | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA CARDOZA | |||||||
| EXECUTIVE OFFICER | 0.10 | 40.00 | Yes (X) | $0 | $225,034 | $81,489 | |
| PAM STEWART | |||||||
| BOARD PAST CHAIR | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ALICE PEREZ | |||||||
| CHAIR, AUDIT COMMITTEE | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNICE BASS DE MARTINEZ | |||||||
| CHAIR, GOVERNANCE COMMITTEE | 0.10 | 40.00 | Yes (X) | Yes (X) | $0 | $123,909 | $35,660 |
| PAUL LAU | |||||||
| BOARD TREASURER/ CHAIR, FINANCE COMMITTEE | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGOT BACH | |||||||
| UNIV FDN REP TO ALUMNI ASSOC. BOARD | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| SUE MCGINTY | |||||||
| BOARD SECRETARY | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMANDA MERZ | |||||||
| SAC STATE ALUMNI ASSOCIATION REPRESENTATIVE | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| NOAH MARTY | |||||||
| STUDENT REPRESENTATIVE | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BOB MACINTOSH | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BUD TRAVERS | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE AULT | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BUGATTO | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LOPEZ | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| GARRY MAISEL | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| GARY QUATTRIN | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN BOWMAN | |||||||
| BOARD MEMBER | 0.10 | 40.00 | Yes (X) | $0 | $197,970 | $76,901 | |
| MARK DROBNY | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SYPHAX | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| SONNEY CHONG | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA GUERRA MARTINEZ | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,024,676 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $313,877 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO NOEL LEVITZ | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SOLICIATION, MESSAGING, DATA ENRICHMENT, | ServicesDesc |
| Compensation | $102,337 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,910 | FundraisingAmt |
| All Other Contributions | $11,692,982 | AllOtherContributionsAmt |
| Total Contributions | $11,718,892 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNIVERSITY PROGRAMS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $412,413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $412,413 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $412,413 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,733,381 | TotalRevenueColumnAmt |
| Exclusion | $1,733,381 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,244,254 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,081,539 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $162,715 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,715 | TotalRevenueColumnAmt |
| Exclusion | $162,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,641 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,910 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,209 | TotalRevenueColumnAmt |
| Exclusion | $34,209 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,061,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $412,413 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,930,305 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,793,657 | TotalAmt |
| Program Services | $1,793,657 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,824 | TotalAmt |
| Program Services | $365,824 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,864 | TotalAmt |
| Management And General | $359,864 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Program Services | $22,500 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,659 | TotalAmt |
| Fundraising | $204,659 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,152 | TotalAmt |
| Program Services | $143,152 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
| Management And General | $43,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,657 | TotalAmt |
| Program Services | $7,657 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,501 | TotalAmt |
| Program Services | $9,599 | ProgramServicesAmt |
| Management And General | $902 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,999 | TotalAmt |
| Program Services | $58,129 | ProgramServicesAmt |
| Management And General | $12,870 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,143 | TotalAmt |
| Program Services | $217,103 | ProgramServicesAmt |
| Management And General | $3,040 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,521 | TotalAmt |
| Program Services | $226,996 | ProgramServicesAmt |
| Management And General | $8,525 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,919,499 | TotalAmt |
| Program Services | $4,919,498 | ProgramServicesAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,207 | TotalAmt |
| Program Services | $2,170 | ProgramServicesAmt |
| Management And General | $5,037 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UNIVERSITY PROJECTS | $1,397,338 | $1,044,809 | $352,529 |
| CREDIT CARD SERVICE FEE | $30,249 | $30,249 | |
| PRINTING & DUPLICATIONS | $16,361 | $11,819 | $4,542 |
| DUES & SUBSCRIPTIONS | $10,609 | $5,317 | $5,292 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,958 | TotalAmt |
| Program Services | $11,722 | ProgramServicesAmt |
| Management And General | $22,236 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,905,698 | TotalAmt |
| Program Services | $8,852,952 | ProgramServicesAmt |
| Management And General | $848,087 | ManagementAndGeneralAmt |
| Fundraising | $204,659 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,139,395 | BOYAmt |
| EOY | $611,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,714,630 | BOYAmt |
| EOY | $7,823,404 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,961 | BOYAmt |
| EOY | $45,138 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,236,048 | BOYAmt |
| EOY | $67,495,826 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,983 | BOYAmt |
| EOY | $171,342 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,427,017 | BOYAmt |
| EOY | $76,146,918 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,316 | BOYAmt |
| EOY | $535,505 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,887 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,574 | BOYAmt |
| EOY | $6 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,777 | BOYAmt |
| EOY | $535,511 | 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 | $2,299,439 | BOYAmt |
| EOY | $1,368,266 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,387,801 | BOYAmt |
| EOY | $74,243,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,687,240 | BOYAmt |
| EOY | $75,611,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,427,017 | BOYAmt |
| EOY | $76,146,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,155,912 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,763,895 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,360 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,419,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,905,855 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,045,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,430,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,718,892 | CurrentTaxYearAmt |
| Total | $49,520,633 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,419,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,905,855 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,045,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,430,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,718,892 | CurrentTaxYearAmt |
| Total | $49,520,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,630,602 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,890,031 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $878,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,107,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,622,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,734,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,733,381 | CurrentTaxYearAmt |
| Total | $7,077,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,597,906 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,370,532 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75670 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $22,500 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $22,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MONETARY CONTRIBUTIONS TO CALIFORNIA COALITION FOR PUBLIC HIGHER EDUCATION IN SUPPORT OF PROPOSITION 13 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,227,162 | BeginningYearBalanceAmt |
| Contributions | $5,494,323 | ContributionsAmt |
| Investment Earnings Or Losses | $2,876,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,164,008 | GrantsOrScholarshipsAmt |
| Other Expenditures | $653,068 | OtherExpendituresAmt |
| Administrative Expenses | $622,651 | AdministrativeExpensesAmt |
| End Year Balance | $57,158,064 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,031,411 | BeginningYearBalanceAmt |
| Contributions | $3,188,778 | ContributionsAmt |
| Investment Earnings Or Losses | $2,512,599 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,514,809 | GrantsOrScholarshipsAmt |
| Other Expenditures | $400,734 | OtherExpendituresAmt |
| Administrative Expenses | $590,083 | AdministrativeExpensesAmt |
| End Year Balance | $51,227,162 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,839,523 | BeginningYearBalanceAmt |
| Contributions | $1,227,987 | ContributionsAmt |
| Investment Earnings Or Losses | $3,545,853 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,734,477 | GrantsOrScholarshipsAmt |
| Other Expenditures | $273,109 | OtherExpendituresAmt |
| Administrative Expenses | $574,366 | AdministrativeExpensesAmt |
| End Year Balance | $48,031,411 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,325,584 | BeginningYearBalanceAmt |
| Contributions | $9,039,075 | ContributionsAmt |
| Investment Earnings Or Losses | $3,220,523 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,113,402 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,663 | OtherExpendituresAmt |
| Administrative Expenses | $617,594 | AdministrativeExpensesAmt |
| End Year Balance | $45,839,523 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,316,033 | BeginningYearBalanceAmt |
| Contributions | $7,336,816 | ContributionsAmt |
| Investment Earnings Or Losses | -$235,895 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $694,784 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,291 | OtherExpendituresAmt |
| Administrative Expenses | $382,295 | AdministrativeExpensesAmt |
| End Year Balance | $35,325,584 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN TRUST FOR OTHERS | Desc |
| Amt | $6 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,846,297 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,763,895 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,792 | OtherRevenueAmt |
| Revenue Not Reported | $2,784,687 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,061,610 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,061,610 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,922,130 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,432 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,432 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,905,698 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,905,698 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED PURPOSE OF THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE'S ENDOWMENT FUNDS IS TO BENEFIT SACRAMENTO STATE UNIVERSITY AND ITS STUDENTS. THE BROAD CATEGORIES OF SUPPORT ARE AS FOLLOWS: ACADEMIC SUPPORT, STUDENT SERVICES, INSTITUTIONAL SUPPORT, AND STUDENT GRANTS AND SCHOLARSHIPS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 16,432. INCREASE IN CSV OF LIFE INSURANCE POLICIES 4,360. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 16,432. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ LLC | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | GIVING DAY | Yes (1) | $197,687 | $83,212 | $114,475 |
| RUFFALO NOEL LEVITZ LLC | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | DIRECT MAIL | Yes (1) | $115,980 | $48,814 | $67,166 |
| RUFFALO NOEL LEVITZ LLC | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | CROWDFUNDING | Yes (1) | $115,054 | $48,430 | $66,624 |
| RUFFALO NOEL LEVITZ LLC | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | PHONE | Yes (1) | $57,498 | $24,203 | $33,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $486,219 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $204,659 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $281,560 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BASEBALL DIAMOND | Event1Nm |
| Gross Receipts Event1 | $49,118 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,555 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,563 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,665 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,632 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,176 | OtherDirectExpensesEvent1Amt |
| Event2 | HORNET CLUB CRAB FEED | Event2Nm |
| Gross Receipts Event2 | $27,433 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,355 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,078 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,604 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $355 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Total | $76,551 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,910 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,641 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,665 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,236 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,531 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,432 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,209 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY SACRAMENTO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 680365325 | RecipientEIN |
| IRC Section | 115(1) | IRCSectionDesc |
| Cash Grant | $1,793,657 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS/STIPENDS | GrantTypeTxt |
| Recipient | 298 | RecipientCnt |
| Cash Grant | $365,824 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION TRANSFERS FUNDS TO CALIFORNIA STATE UNIVERSITY, SACRAMENTO. CSUS MAINTAINS THE RECORDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT NELSEN | ||||||||||||||
| PRESIDENT | $0 | $405,763 | $0 | $72,000 | $0 | $0 | $0 | $101,371 | $0 | $18,456 | $0 | $597,590 | $0 | $0 |
| LISA CARDOZA | ||||||||||||||
| EXECUTIVE OFFICER | $0 | $225,034 | $0 | $0 | $0 | $0 | $0 | $62,340 | $0 | $19,149 | $0 | $306,523 | $0 | $0 |
| BERNICE BASS DE MARTINEZ | ||||||||||||||
| CHAIR, GOVERNANCE COMMITTEE | $0 | $123,909 | $0 | $0 | $0 | $0 | $0 | $28,618 | $0 | $7,042 | $0 | $159,569 | $0 | $0 |
| JONATHAN BOWMAN | ||||||||||||||
| BOARD MEMBER | $0 | $197,970 | $0 | $0 | $0 | $0 | $0 | $60,649 | $0 | $16,252 | $0 | $274,871 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION HAS ITS FEDERAL 990 PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THIS PROCESS INCLUDES A REQUEST FOR INFORMATION FROM THE FOUNDATION, A COMPILATION OF DATA BY THE FOUNDATION'S CONTRACTED ACCOUNTING FUNCTION (CSUS FINANCIAL SERVICES ) AS WELL AS THE SAC STATE ADVANCEMENT DIVISION, MULTIPLE LAYERS OF REVIEW BY THE CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEW OF THE FINAL RETURN BY THE FOUNDATION'S CONTRACTED ACCOUNTING FUNCTION (I.E. CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES). REVIEW BY THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES CONSISTS OF VERIFYING INFORMATION ON THE FINAL TAX RETURN TO INTERNAL FINANCIAL AND CORPORATE RECORDS TO ENSURE ACCURACY. THE VP FOR UNIVERSITY ADVANCEMENT PERFORMS A HIGHER LEVEL REVIEW FOR REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. THIS REVIEW MAY INCLUDE MEETINGS WITH THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES OR EXTERNAL TAX PREPARERS AS NEEDED. THE FOUNDATION'S AUDIT COMMITTEE AND BOARD CHAIR CONDUCT A FINAL REVIEW OF THE TAX RETURN. THIS REVIEW CONSISTS OF CHECKING THE REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. INQUIRIES AND REQUESTS FOR MORE INFORMATION ARE DIRECTED TO THE VP OF ADVANCEMENT, THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICESOR THE EXTERNAL TAX PREPARER AS NEEDED. PRIOR TO FILING, AN ELECTRONIC VERSION OF THE FINAL FEDERAL FORM 990 IS TRANSMITTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS VIA EMAIL. THE VP FOR UNIVERSITY ADVANCEMENT RESPONDS TO ANY QUESTIONS OR COMMENTS FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNED CONFLICT OF INTEREST FORMS ARE COLLECTED AT THE FIRST BOARD MEETING OF THE YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN CSV OF LIFE INSURANCE POLICIES 4,360. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY SACRAMENTO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680365325 | EIN |
| Primary Activities | UNIVERSITY CAMPUS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 115(1) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |