THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO (EIN 95-1230865)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349308168
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:27:40-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORSLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7676 HAZARD CENTER DRIVE STE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951230865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY FOUNDATION CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | STATE UNIVERSITY CHICO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5308986811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MAIN STREET NO 203 | AddressLine1Txt |
| City | CHICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 959285388 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN SHERMAN | PersonNm |
| Person Title | VP BUS./FINANCE | PersonTitleTxt |
| Phone | 5308986811 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA A ROMERO | PreparerPersonNm |
| PTIN | P00485021 | PTIN |
| Phone | 6198104940 | PhoneNum |
| Preparation | 2019-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.30.50.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 14:23:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 000C884640AD3D445191B610CA92037C187C1443 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A7A4C1B7FF3B7B460E0B06DC84736BA918DC9622 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STUART CASILLAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MAIN STREET NO 203 | AddressLine1Txt |
| City | CHICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 959285388 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,923,481 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSUCHICO.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ADMINISTER ALL CALIFORNIA STATE UNIVERSITY, CHICO RELATED PHILANTHROPIC ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $154,131 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $125,209 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,272,607 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,860,917 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $858,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,371,824 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,537,458 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,855,655 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$45,120 | PYOtherRevenueAmt |
| CY Other Revenue | $149,414 | CYOtherRevenueAmt |
| PY Total Revenue | $12,623,729 | PYTotalRevenueAmt |
| CY Total Revenue | $12,237,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,939,959 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,140,712 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,357,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,181,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $128,256 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,070,007 | PYOtherExpensesAmt |
| CY Other Expenses | $4,553,636 | CYOtherExpensesAmt |
| PY Total Expenses | $8,367,948 | PYTotalExpensesAmt |
| CY Total Expenses | $9,875,823 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,255,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,361,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,700,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,703,540 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,599,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,704,864 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,100,774 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,998,676 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BUILD A CULTURE OF PHILANTHROPY BY HARNESSING THE EXPERTISE & PASSION OF OUR ALUMNI, PARENTS & FRIENDS TO RAISE PRIVATE SUPPORT FOR THE EDUCATION, PRACTICAL RESEARCH & PUBLIC SERVICE THAT TRANSFORMS THE LIVES OF OUR STUDENTS, FACULTY, STAFF & THE PEOPLE WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,548,576 | ExpenseAmt |
| Grant | $2,176,334 | GrantAmt |
| Revenue | $1,371,824 | RevenueAmt |
| Desc | THE CAMPUS PROGRAM FUND ENRICHES OUR ACADEMIC, CO-CURRICULAR AND COMMUNITY PROGRAMS BY PROVIDING FACULTY AND STAFF WITH ENHANCED RESOURCES THAT GIVE STUDENTS THE REAL-WORLD, TEAM-ORIENTED AND CROSS-DISCIPLINARY EXPERIENCES THEY NEED TO GRADUATE WORK-READY, THINK CREATIVELY, PROBLEM SOLVE AND DEVELOP PRODUCTIVE RELATIONSHIPS IN THEIR CAREERS AND LIVES. THE FUND ALSO SUPPORTS FACULTY DEVELOPMENT, COLLEGE-BASED PROGRAMS AND PROJECTS AND CAMPUS ORGANIZATIONS THAT BENEFIT THE PUBLIC THROUGH EDUCATIONAL, CULTURAL AND SOCIAL SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,964,378 | ExpenseAmt |
| Grant | $1,964,378 | GrantAmt |
| Desc | THE STUDENT LOAN AND SCHOLARSHIP FUND DIRECTLY IMPACTS STUDENT SUCCESS BY MAKING COLLEGE MORE AFFORDABLE FOR DESERVING STUDENTS THROUGH LOANS AND SCHOLARSHIPS. NOT ONLY DOES THE FUND DECREASE THE FINANCIAL BURDEN OF STUDENTS COLLEGE EDUCATION, BUT IT ALSO RECOGNIZES THE ACCOMPLISHMENTS AND AMBITION OF STUDENTS WHO EXEMPLIFY THE UNIVERSITY'S VALUES AND HAVE THE POTENTIAL TO TRANSFORM THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,512,954 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 289 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | JESSICA BOURNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5308986811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MAIN STREET SUITE 203 | AddressLine1Txt |
| City | CHICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 959285388 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MICHAEL PRIME | |||||||
| BOARD MEMBER, PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AHMAD BOURA | |||||||
| CEO & SECRETARY, CSUC VP ADVANCEMENT | 2.00 | Yes (X) | Yes (X) | $0 | $257,619 | $81,795 | 40.00 |
| ROBBIE STIVERS | |||||||
| TREASURER,CSUC VP BUS & FINANCE | 2.00 | Yes (X) | Yes (X) | $0 | $154,258 | $57,569 | 40.00 |
| TOM VILLA | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STACIE CORONA | |||||||
| INTERIM AUXILIARY TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GAYLE HUTCHINSON | |||||||
| BOARD MEMBER, CSUC PRESIDENT | 2.00 | Yes (X) | $0 | $359,690 | $101,029 | 40.00 | |
| DEB LARSON | |||||||
| BOARD MEMBER, CSUC PROVOST | 2.00 | Yes (X) | $0 | $201,105 | $62,523 | 40.00 | |
| DOUG GUERRERO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART CASILLAS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILYN SHEFFIELD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $121,096 | $40,978 | 40.00 | |
| DR MARCIA MOORE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARL BAKHTIARI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LANCE LEW | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA CANNON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAND HUTCHISON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM MARTIN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN VUKOVATZ | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HODSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ROBIN GAYLE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRYL SCHOEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE SCOTTO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA SEUFFERLEIN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHUCK NELSEN JR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,093,768 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $343,894 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $105,182 | FundraisingAmt |
| Related Organizations | $579,460 | RelatedOrganizationsAmt |
| All Other Contributions | $7,176,275 | AllOtherContributionsAmt |
| Noncash Contributions | $1,286,868 | NoncashContributionsAmt |
| Total Contributions | $7,860,917 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UNIVERSITY PROGRAMS | 611710 | $1,368,625 | $1,368,625 |
| OTHER PROGRAM INCOME | 611710 | $3,199 | $3,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,371,824 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,824,985 | TotalRevenueColumnAmt |
| Exclusion | $1,824,985 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,497,910 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,467,240 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,030,670 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,030,670 | TotalRevenueColumnAmt |
| Exclusion | $1,030,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $197,803 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $105,182 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $218,276 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,473 | TotalRevenueColumnAmt |
| Exclusion | -$20,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $15,911 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $155 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,756 | TotalRevenueColumnAmt |
| Exclusion | $15,756 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $154,131 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $154,131 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $154,131 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,237,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,371,824 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $154,131 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,850,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,802,303 | TotalAmt |
| Program Services | $3,802,303 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,409 | TotalAmt |
| Program Services | $338,409 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,862 | TotalAmt |
| Program Services | $823,047 | ProgramServicesAmt |
| Management And General | $5,267 | ManagementAndGeneralAmt |
| Fundraising | $86,548 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,436 | TotalAmt |
| Program Services | $174,024 | ProgramServicesAmt |
| Management And General | $32,847 | ManagementAndGeneralAmt |
| Fundraising | $565 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,177 | TotalAmt |
| Program Services | $49,645 | ProgramServicesAmt |
| Management And General | $9,371 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,803 | TotalAmt |
| Management And General | $15,803 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,517 | TotalAmt |
| Program Services | $51,365 | ProgramServicesAmt |
| Management And General | $620,152 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,410 | TotalAmt |
| Management And General | $135,410 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,200 | TotalAmt |
| Program Services | $559,206 | ProgramServicesAmt |
| Management And General | $115,824 | ManagementAndGeneralAmt |
| Fundraising | $4,170 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,018 | TotalAmt |
| Program Services | $46,493 | ProgramServicesAmt |
| Fundraising | $1,525 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,368 | TotalAmt |
| Program Services | $422,265 | ProgramServicesAmt |
| Management And General | $83,103 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,966 | TotalAmt |
| Program Services | $51,818 | ProgramServicesAmt |
| Management And General | $6,148 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,724 | TotalAmt |
| Program Services | $49,027 | ProgramServicesAmt |
| Management And General | $697 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,556 | TotalAmt |
| Program Services | $360,674 | ProgramServicesAmt |
| Management And General | $52,139 | ManagementAndGeneralAmt |
| Fundraising | $22,743 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,658 | TotalAmt |
| Program Services | $29,159 | ProgramServicesAmt |
| Management And General | $6,804 | ManagementAndGeneralAmt |
| Fundraising | $2,695 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,606 | TotalAmt |
| Program Services | $52,004 | ProgramServicesAmt |
| Management And General | $39,602 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,379 | TotalAmt |
| Program Services | $2,756 | ProgramServicesAmt |
| Management And General | $14,243 | ManagementAndGeneralAmt |
| Fundraising | $380 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS & DEVE | $785,484 | $688,812 | $96,672 | $0 |
| NONCASH CONTRIBUTIONS | $592,676 | $592,676 | $0 | $0 |
| RESEARCH FDN PAYMENTS | $233,667 | $233,667 | $0 | $0 |
| CLOTHING | $193,443 | $183,443 | $531 | $9,469 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,161 | TotalAmt |
| Program Services | $2,161 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,875,823 | TotalAmt |
| Program Services | $8,512,954 | ProgramServicesAmt |
| Management And General | $1,234,613 | ManagementAndGeneralAmt |
| Fundraising | $128,256 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,846 | BOYAmt |
| EOY | $1,773,453 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,048,502 | BOYAmt |
| EOY | $1,052,175 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,471,696 | BOYAmt |
| EOY | $5,357,063 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,538 | BOYAmt |
| EOY | $277,105 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,753 | BOYAmt |
| EOY | $170,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,714,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,428,181 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,025 | BOYAmt |
| EOY | $286,448 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,078,220 | BOYAmt |
| EOY | $57,343,829 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,361,674 | BOYAmt |
| EOY | $24,443,393 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,700,254 | BOYAmt |
| EOY | $90,703,540 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,252 | BOYAmt |
| EOY | $1,143,912 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,130,228 | BOYAmt |
| EOY | $4,560,952 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,599,480 | BOYAmt |
| EOY | $5,704,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,740,643 | BOYAmt |
| EOY | $7,464,788 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,842,270 | BOYAmt |
| EOY | $22,555,493 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,517,861 | BOYAmt |
| EOY | $54,978,395 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,100,774 | BOYAmt |
| EOY | $84,998,676 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,700,254 | BOYAmt |
| EOY | $90,703,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,361,987 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,041,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,505,789 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,344,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,331,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,280,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,272,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,860,917 | CurrentTaxYearAmt |
| Total | $36,090,572 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,344,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,331,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,280,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,272,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,860,917 | CurrentTaxYearAmt |
| Total | $36,090,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,700,815 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,389,757 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $537,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,452,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,426,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,824,985 | CurrentTaxYearAmt |
| Total | $6,091,826 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,695 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,413 | CurrentTaxYearAmt |
| Total | $369,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,551,860 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,398,292 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $11,789 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $5,797 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $330,064 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,995,401 | BeginningYearBalanceAmt |
| Contributions | $1,928,033 | ContributionsAmt |
| Investment Earnings Or Losses | $4,676,811 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,911,189 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $960,473 | AdministrativeExpensesAmt |
| End Year Balance | $64,728,583 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,938,221 | BeginningYearBalanceAmt |
| Contributions | $4,742,882 | ContributionsAmt |
| Investment Earnings Or Losses | $5,895,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,708,935 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $872,692 | AdministrativeExpensesAmt |
| End Year Balance | $60,995,401 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,844,630 | BeginningYearBalanceAmt |
| Contributions | $2,052,648 | ContributionsAmt |
| Investment Earnings Or Losses | -$233,089 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,050,616 | GrantsOrScholarshipsAmt |
| Other Expenditures | $834,533 | OtherExpendituresAmt |
| Administrative Expenses | $840,819 | AdministrativeExpensesAmt |
| End Year Balance | $53,938,221 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,562,821 | BeginningYearBalanceAmt |
| Contributions | $3,788,976 | ContributionsAmt |
| Investment Earnings Or Losses | $1,174,977 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $745,173 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,072,661 | OtherExpendituresAmt |
| Administrative Expenses | $864,310 | AdministrativeExpensesAmt |
| End Year Balance | $54,844,630 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,761,235 | BeginningYearBalanceAmt |
| Contributions | $648,172 | ContributionsAmt |
| Investment Earnings Or Losses | $5,850,663 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $471,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $527,224 | OtherExpendituresAmt |
| Administrative Expenses | $698,333 | AdministrativeExpensesAmt |
| End Year Balance | $52,562,821 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04940 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17350 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,615 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,686,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,399,566 | DepreciationAmt |
| Book Value | $286,448 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $286,448 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARTNERSHIP INTERESTS | $22,820,452 | F |
| POOLED INVESTMENTS | $1,211,639 | F |
| OTHER INVESTMENTS | $411,302 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,443,393 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER TRUST AGREEMENTS | $3,544,915 |
| LIABILITY FOR AMOUNTS HELD FOR OTHERS | $1,016,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,560,952 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,992,156 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,041,704 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,133,227 | OtherRevenueAmt |
| Revenue Not Reported | $908,477 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,083,679 | RevenueSubtotalAmt |
| Other Revenues Not Included | $154,131 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $154,131 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,237,810 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,094,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $218,431 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $218,431 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,875,823 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,875,823 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION MAINTAINS COLLECTIONS OF ART. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED OR RECOGNIZED AS REVENUES OR GAINS PROVIDED THAT SUCH DONATIONS ARE ADDED TO COLLECTIONS AND HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PURCHASES OF COLLECTIONS ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENTS OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR IMPOSED RESTRICTIONS. |
| PART III, LINE 4: | THE UNIVERSITY FOUNDATION'S COLLECTIONS, WHICH ARE COMPOSED MAINLY OF ARTWORK AND OTHER DISPLAY ITEMS DONATED TO THE UNIVERSITY FOUNDATION, FURTHER ENHANCE CALIFORNIA STATE UNIVERSITY, CHICO'S EDUCATIONAL MISSION. |
| PART V, LINE 4: | ESTABLISHED BY PHILANTHROPIC SUPPORTERS OF THE UNIVERSITY, ENDOWMENT FUNDS PROVIDE SCHOLARSHIPS AND AWARDS THAT HELP STUDENTS AND FACULTY ACHIEVE THEIR HIGHEST AND BEST PURPOSE WHILE AT CHICO STATE BY MAKING COLLEGE MORE AFFORDABLE AND INCREASING THE ABILITY OF FACULTY TO ENRICH THE LEARNING EXPERIENCE. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION HAS NOT ENTERED INTO ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. INCOME FROM CERTAIN INVESTMENTS WITH ACTIVITY NOT RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). THE FOUNDATION FILES EXEMPT ORGANIZATION RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740, INCOME TAXES, ALSO PROVIDES GUIDANCE ON DE-RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BASED ON THIS ANALYSIS, A LIABILITY IS RECORDED IF UNCERTAIN TAX BENEFITS HAVE BEEN RECEIVED. THE FOUNDATION'S PRACTICE IS TO RECOGNIZE INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS IN THE TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENT -1,351,658. FUNDRAISING & GAMING EXPENSES INCLUDED ON STATEMENT OF REVENUE 218,431. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS INCOME BOOK/TAX DIFFERENCE 154,131. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING & GAMING EXPENSES INCLUDED ON STATEMENT OF REVENUE 218,431. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $11,304,011 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $456,255 |
| 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 | $11,760,266 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,760,266 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUPERIOR AG GOLF | Event1Nm |
| Gross Receipts Event1 | $98,145 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $54,745 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $15,611 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,211 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,862 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,126 | OtherDirectExpensesEvent1Amt |
| Event2 | GMS E2T | Event2Nm |
| Gross Receipts Event2 | $125,107 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,049 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $104,058 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $69,638 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,762 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,184 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $19,841 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $79,733 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $40,733 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $39,000 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,543 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,597 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $31,264 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $14,851 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,786 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $302,985 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $105,182 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $197,803 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $86,792 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,570 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,310 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,851 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,753 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $218,276 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,473 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $15,911 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $155 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.71000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $15,911 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $155 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $155 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $15,756 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | JESSICA BOURNE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MAIN ST | AddressLine1Txt |
| City | CHICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | JESSICA BOURNE | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | JESSICA BOURNE MAINTAINS THE RECORDS OF THE ORGANIZATION, INCLUDING THE RAFFLES. THIS INCLUDES RECORD-KEEPING, COUNTING MONEY, AND MAKING BANK DEPOSITS RELATED TO THE RAFFLE. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
| Distributed | $14,320 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE CSU CHICO RESEARCH FOUNDATION | ||||||||||
| 25 MAIN STREET SUITE 203 | CHICO | CA | 959285388 | 680386518 | 501(C)(3) | $470,277 | $183,147 | FMV | LIDAR MACHINE AND FARM ANIMALS | NORTH STATE PUBLIC RADIO (NSPR) CONTRIBUTIONS, FARM ANIMAL DONATION AND MACHINE TRANSFER |
| CALIFORNIA STATE UNIVERSITY CHICO | ||||||||||
| 400 WEST FIRST STREET | CHICO | CA | 95929 | 680219874 | 115 | $3,148,879 | STUDENT SCHOLARSHIPS AND GENERAL ASSISTANCE | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| AWARDS, TROPHIES AND PLAQUES | 646 | $274,645 | $18,927 | FMV | PLAQUES & TROPHY'S |
| STIPENDS | 59 | $44,837 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY FOUNDATION HAS ESTABLISHED POLICIES AND PROCEDURES TO ENSURE GRANT FUNDS ARE DISTRIBUTED PROPERLY. FURTHERMORE, THE FOUNDATION IS AUDITED ANNUALLY BY AN INDEPENDENT FIRM AND TRI-ANNUALLY BY THE CSU, CHANCELLOR'S OFFICE TO ENSURE COMPLIANCE WITH THESE POLICIES AND PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AHMAD BOURA | ||||||||||||||
| CEO & SECRETARY, CSUC VP ADVANCEMENT | $0 | $217,389 | $0 | $32,670 | $0 | $7,560 | $0 | $60,397 | $0 | $21,398 | $0 | $339,414 | $0 | $0 |
| ROBBIE STIVERS | ||||||||||||||
| TREASURER,CSUC VP BUS & FINANCE | $0 | $151,052 | $0 | $0 | $0 | $3,206 | $0 | $42,650 | $0 | $14,919 | $0 | $211,827 | $0 | $0 |
| GAYLE HUTCHINSON | ||||||||||||||
| BOARD MEMBER, CSUC PRESIDENT | $0 | $296,106 | $0 | $0 | $0 | $63,584 | $0 | $81,428 | $0 | $19,601 | $0 | $460,719 | $0 | $0 |
| DEB LARSON | ||||||||||||||
| BOARD MEMBER, CSUC PROVOST | $0 | $199,865 | $0 | $0 | $0 | $1,240 | $0 | $55,149 | $0 | $7,374 | $0 | $263,628 | $0 | $0 |
| EMILYN SHEFFIELD | ||||||||||||||
| BOARD MEMBER | $0 | $121,096 | $0 | $0 | $0 | $0 | $0 | $30,183 | $0 | $10,795 | $0 | $162,074 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: PRESIDENT HUTCHINSON'S WIFE OCCASIONALLY TRAVELS WITH THE PRESIDENT FOR BUSINESS PURPOSES. THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PRESIDENT HUTCHINSON'S MEMBERSHIPS TO CHICO ROTARY AND CANYON OAKS COUNTY CLUB ARE PAID THROUGH THE FOUNDATION. THESE MEMBERSHIPS ALLOW THE PRESIDENT TO EFFECTIVELY ENGAGE THE COMMUNITY IN WHICH CSU, CHICO SERVES. THESE AMOUNTS ARE NOT INCLUDED IN TAXABLE INCOME. VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT (VPUA) BOURA'S MEMBERSHIP TO BUTTE CREEK COUNTRY CLUB IS PAID THROUGH THE FOUNDATION. THIS MEMBERSHIP ALLOWS THE VPUA TO EFFECTIVELY ENGAGE THE COMMUNITY CSU, CHICO SERVES. THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME. |
| PART I, LINE 3 | THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY, CHICO DOES NOT HAVE ANY PAID OFFICERS OR DIRECTORS. CALIFORNIA STATE UNIVERSITY CHICO A RELATED ORGANIZATION, DOES COMPENSATE THE OFFICERS AND DIRECTORS AND HAS A FORMAL REVIEW POLICY. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $342,677 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $297,434 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES/EQUIPMENT | 36 | $567,892 | COST |
| Yes (X) | SPECIAL EVENT GIFT CERTIFICATES | 280 | $56,665 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ELECTRONIC COPY OF THE FULL FORM 990 IS SENT TO THE ENTIRE GOVERNING BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. IF CHANGES ARE MADE, THE REVISED FORM 990 IS FILED. OTHERWISE, THE ORIGINAL FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNING BOARD MEMBERS ARE REQUIRED TO RECEIVE AND SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT WHICH ARE MAINTAINED BY THE UNIVERSITY FOUNDATION ADVANCEMENT OFFICE. TO AVOID CONTRACTS OR TRANSACTIONS ENTERED INTO BY THE GOVERNING BOARD OF THE CSU, CHICO UNIVERSITY FOUNDATION FROM BEING VOIDED, A BOARD MEMBER MUST DISCLOSE A FINANCIAL INTEREST WHICH COULD BE IMPACTED BY THE ACTION OF THE GOVERNING BOARD. UNDER THESE CIRCUMSTANCES THE BOARD MEMBER MUST REFRAIN FROM ANY ACTION TO INFLUENCE OR APPROVE SUCH A TRANSACTION. THE CSU, CHICO UNIVERSITY FOUNDATION CHIEF EXECUTIVE OFFICER SHALL PROVIDE THE CAMPUS CHIEF FINANCIAL OFFICER WITH A REPORT OF COMPLIANCE WITH THIS POLICY. THE REPORT SHOULD INCLUDE THE NAMES, POSITIONS, TERMS OF OFFICE AND DATE COMPLIANCE STATEMENTS WERE SIGNED. THIS REPORT SHALL BE FORWARDED TO THE CAMPUS CHIEF FINANCIAL OFFICER ANNUALLY BY JUNE 30. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY SHALL BE REPORTED TO THE CAMPUS CHIEF FINANCIAL OFFICER UPON DISCOVERY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY, CHICO DOES NOT HAVE ANY PAID OFFICERS OR DIRECTORS. CALIFORNIA STATE UNIVERSITY CHICO A RELATED ORGANIZATION, DOES COMPENSATE THE OFFICERS AND DIRECTORS AND HAS A FORMAL REVIEW POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART IX, LINES 7-10: | AMOUNTS REPORTED REPRESENT PAYMENTS TO RELATED EXEMPT ORGANIZATIONS FOR EMPLOYEES PROVIDING SERVICES RENDERED TO THE FILING ORGANIZATION. THE FILING ORGANIZATION DOES NOT REPORT EMPLOYEES UNDER PART V, LINE 2A AS IT HAS NO DIRECT EMPLOYEES. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT -1,351,658. UNRELATED BUSINESS INCOME BOOK/TAX DIFFERENCE -154,131. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY CHICO | |||||||||||
| 400 WEST FIRST STREET | CHICO | CA | 95929 | 680219874 | UNIVERSITY | CA | 115 | N/A | 0 | ||
| THE CSU CHICO RESEARCH FOUNDATION | |||||||||||
| 25 MAIN STREET SUITE 203 | CHICO | CA | 959285388 | 680386518 | RESEARCH FOUNDATION | CA | 501(C)(3) | Yes (1) | LINE 12A, I | CALIFORNIA STATE UNIVERSITY CHICO | |
| ASSOCIATED STUDENTS OF CSU CHICO | |||||||||||
| 400 W 1ST ST | CHICO | CA | 95929 | 941254630 | AUXILIARY ORGANIZATION | CA | 501(C)(3) | 0 | LINE 12C, III-FI | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (18) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | 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 | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY CHICO | ||
| P | $2,491,201 | COST |
| CALIFORNIA STATE UNIVERSITY CHICO | ||
| M | $707,387 | FAIR MARKET VALUE |