2021-05-14T11:37:03-05:00 2020-06-30 480567703 KCOE ISOM LLP 3013 CERES AVENUE CHICO CA 95973 990 2019-07-01 943001359 THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE UNIV 9162787326 6000 J STREET MODOC HALL 3005 SACRAMENTO CA 958196080 TINA TREIS CHAIR 9162787326 2021-05-06 1 CHRISTY M NORTON P01278658 5308916474 2021-05-06 2019 2022-09-23 18:48:47Z LISA CARDOZA 6000 J STREET MODOC HALL 3005 SACRAMENTO CA 958196080 50159581 0 X WWW.CSUS.EDU/UNIVERSITYFOUNDATION/ X 1986 CA 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. 24 20 0 20 0 0 7430934 11718892 577368 412413 1960453 1896096 51138 34209 10019893 14061610 1788363 2159481 0 0 0 0 0 204659 204659 5868629 7541558 7656992 9905698 2362901 4155912 70427017 76146918 1739777 535511 68687240 75611407 X THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE AT THE UNIVERSITY BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. 0 0 8852952 2159481 412413 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. 8852952 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 86 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X GINA CURRY 9162787461 6000 J STREET MODOC HALL 3005 SACRAMENTO CA 958196080 ROBERT NELSEN PRESIDENT 0.10 40.00 X X 0 477763 119827 TINA TREIS BOARD CHAIR 0.10 X X 0 0 0 HOLLY TICHE BOARD VICE CHAIR 0.10 X X 0 0 0 LISA CARDOZA EXECUTIVE OFFICER 0.10 40.00 X 0 225034 81489 PAM STEWART BOARD PAST CHAIR 0.10 X 0 0 0 ALICE PEREZ CHAIR, AUDIT COMMITTEE 0.10 X X 0 0 0 BERNICE BASS DE MARTINEZ CHAIR, GOVERNANCE COMMITTEE 0.10 40.00 X X 0 123909 35660 PAUL LAU BOARD TREASURER/ CHAIR, FINANCE COMMITTEE 0.10 X X 0 0 0 MARGOT BACH UNIV FDN REP TO ALUMNI ASSOC. BOARD 0.10 X 0 0 0 SUE MCGINTY BOARD SECRETARY 0.10 X X 0 0 0 AMANDA MERZ SAC STATE ALUMNI ASSOCIATION REPRESENTATIVE 0.10 X 0 0 0 NOAH MARTY STUDENT REPRESENTATIVE 0.10 X 0 0 0 BOB MACINTOSH BOARD MEMBER 0.10 X 0 0 0 BUD TRAVERS BOARD MEMBER 0.10 X 0 0 0 CHRISTINE AULT BOARD MEMBER 0.10 X 0 0 0 DAVID BUGATTO BOARD MEMBER 0.10 X 0 0 0 DAVID LOPEZ BOARD MEMBER 0.10 X 0 0 0 GARRY MAISEL BOARD MEMBER 0.10 X 0 0 0 GARY QUATTRIN BOARD MEMBER 0.10 X 0 0 0 JONATHAN BOWMAN BOARD MEMBER 0.10 40.00 X 0 197970 76901 MARK DROBNY BOARD MEMBER 0.10 X 0 0 0 SCOTT SYPHAX BOARD MEMBER 0.10 X 0 0 0 SONNEY CHONG BOARD MEMBER 0.10 X 0 0 0 VANESSA GUERRA MARTINEZ BOARD MEMBER 0.10 X 0 0 0 0 1024676 313877 0 0 1 0 RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 50303 SOLICIATION, MESSAGING, DATA ENRICHMENT, 102337 1 25910 11692982 11718892 UNIVERSITY PROGRAMS 611710 412413 412413 412413 1733381 1733381 36244254 36081539 162715 162715 162715 50641 25910 16432 34209 34209 14061610 412413 0 1930305 1793657 1793657 365824 365824 359864 359864 22500 22500 204659 204659 143152 143152 56000 13000 43000 7657 7657 10501 9599 902 70999 58129 12870 220143 217103 3040 235521 226996 8525 4919499 4919498 1 7207 2170 5037 UNIVERSITY PROJECTS 1397338 1044809 352529 CREDIT CARD SERVICE FEE 30249 30249 PRINTING & DUPLICATIONS 16361 11819 4542 DUES & SUBSCRIPTIONS 10609 5317 5292 33958 11722 22236 9905698 8852952 848087 204659 4139395 611208 12714630 7823404 169961 45138 53236048 67495826 166983 171342 70427017 76146918 1315316 535505 275887 148574 6 1739777 535511 X 2299439 1368266 0 0 66387801 74243141 68687240 75611407 70427017 76146918 X 4155912 2763895 4360 X 0 1 X 1 0 X 9419343 12905855 8045609 7430934 11718892 49520633 9419343 12905855 8045609 7430934 11718892 49520633 9630602 39890031 878734 1107815 1622515 1734828 1733381 7077273 56597906 2370532 0.70480 0.75670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 22500 0 0 0 22500 0 PART II-B, LINE 1: MONETARY CONTRIBUTIONS TO CALIFORNIA COALITION FOR PUBLIC HIGHER EDUCATION IN SUPPORT OF PROPOSITION 13 51227162 5494323 2876306 1164008 653068 622651 57158064 48031411 3188778 2512599 1514809 400734 590083 51227162 45839523 1227987 3545853 1734477 273109 574366 48031411 35325584 9039075 3220523 1113402 14663 617594 45839523 29316033 7336816 -235895 694784 14291 382295 35325584 0.10000 0.90000 0.00000 1 0 0 FUNDS HELD IN TRUST FOR OTHERS 6 6 16846297 2763895 20792 2784687 14061610 0 14061610 9922130 16432 16432 9905698 0 9905698 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. X X X 1 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 GIVING DAY 1 197687 83212 114475 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 DIRECT MAIL 1 115980 48814 67166 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 CROWDFUNDING 1 115054 48430 66624 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 PHONE 1 57498 24203 33295 486219 204659 281560 BASEBALL DIAMOND 49118 14555 34563 3665 2632 1176 HORNET CLUB CRAB FEED 27433 11355 16078 8604 355 2 76551 25910 50641 3665 11236 1531 16432 34209 0 CALIFORNIA STATE UNIVERSITY SACRAMENTO 6000 J STREET SACRAMENTO CA 95819 680365325 115(1) 1793657 N/A N/A SCHOLARSHIPS 1 0 SCHOLARSHIPS/STIPENDS 298 365824 N/A N/A PART I, LINE 2: THE FOUNDATION TRANSFERS FUNDS TO CALIFORNIA STATE UNIVERSITY, SACRAMENTO. CSUS MAINTAINS THE RECORDS. 0 0 0 0 0 0 0 0 0 ROBERT NELSEN PRESIDENT 0 405763 0 72000 0 0 0 101371 0 18456 0 597590 0 0 LISA CARDOZA EXECUTIVE OFFICER 0 225034 0 0 0 0 0 62340 0 19149 0 306523 0 0 BERNICE BASS DE MARTINEZ CHAIR, GOVERNANCE COMMITTEE 0 123909 0 0 0 0 0 28618 0 7042 0 159569 0 0 JONATHAN BOWMAN BOARD MEMBER 0 197970 0 0 0 0 0 60649 0 16252 0 274871 0 0 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. CALIFORNIA STATE UNIVERSITY SACRAMENTO 6000 J STREET SACRAMENTO CA 95819 680365325 UNIVERSITY CAMPUS CA 115(1) N/A N/A 0 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST CA N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0