CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATION (EIN 95-6196006)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349309398
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:53:28-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956196006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 8186774657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 Nordhoff Street | AddressLine1Txt |
| City | Northridge | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913308296 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA UNTERMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8186774657 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M CUMMINGS CPA | PreparerPersonNm |
| PTIN | P00043433 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2018-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT GUNSALUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 Nordhoff Street | AddressLine1Txt |
| City | Northridge | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913308296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,985,150 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSUN.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT AND ENHANCE THE VISION, MISSION, AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,814,613 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,949,024 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $547,344 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $377,047 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,645,160 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,340,435 | CYInvestmentIncomeAmt |
| PY Other Revenue | $124,275 | PYOtherRevenueAmt |
| CY Other Revenue | -$499,196 | CYOtherRevenueAmt |
| PY Total Revenue | $18,131,392 | PYTotalRevenueAmt |
| CY Total Revenue | $20,167,310 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,713,211 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,556,717 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,692,205 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,737,394 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,317,259 | PYOtherExpensesAmt |
| CY Other Expenses | $6,685,333 | CYOtherExpensesAmt |
| PY Total Expenses | $10,722,675 | PYTotalExpensesAmt |
| CY Total Expenses | $12,979,444 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,408,717 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,187,866 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,729,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,457,943 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $232,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $143,497,659 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $163,226,003 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT AND ENHANCE THE VISION, MISSION AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE BY RAISING, INVESTING, AND MANAGING PRIVATE PHILANTHROPIC GIFTS TO BENEFIT THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,589,761 | ExpenseAmt |
| Grant | $3,556,717 | GrantAmt |
| Revenue | $376,007 | RevenueAmt |
| Desc | CALIFORNIA STATE UNIVERSITY, NORTHRIDGE FOUNDATION (THE FOUNDATION) SERVES AS AN AUXILIARY ORGANIZATION TO CALIFORNIA STATE UNIVERSITY, NORTHRIDGE WITH A GOAL OF FURTHERING THE PURPOSES AND OBJECTIVES OF THE UNIVERSITY. THE FOUNDATION'S MAIN FUNCTION IS TO ADMINISTER THE RECEIPT AND DISBURSEMENT OF GIFTS, GRANTS, CONTRACTS, BEQUESTS, AND TRUSTS FROM VARIOUS DONORS TO DIFFERENT DEPARTMENTS OF THE UNIVERSITY. THE FOUNDATION ALSO ASSISTS THE UNIVERSITY IN VARIOUS ACTIVITIES, INCLUDING ACCUMULATION AND MANAGEMENT OF LIFE INCOME, ANNUITY AND STUDENT SCHOLARSHIP FUNDS, AND ADMINISTERING FUNDS FOR VARIOUS EDUCATION-RELATED FUNCTIONS, SPECIAL PROGRAMS, AND OTHER ACTIVITIES. | Desc |
| Total Program Service Expenses | $12,589,761 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 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 | 0 | 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 | 0 | 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 | 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 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 109 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | IRA N UNTERMAN CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186774657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF STREET | AddressLine1Txt |
| City | NORTHRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913308296 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Adam Swenson faculty rep | |||||||
| director | 1.00 | 39.00 | Yes (X) | $0 | $80,685 | $37,699 | |
| Alan I Abramson | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Levy | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bryan Green | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carlos Fuentes | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carson Schreiber | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cary Lefton | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles Gilbert | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Erickson | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Colin Donahue | |||||||
| Director | 2.00 | 38.00 | Yes (X) | $0 | $231,419 | $84,958 | |
| David Honda | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Malone | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Deane Leavenworth | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis DeYoung | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dianne F Harrison | |||||||
| University President | 3.00 | 37.00 | Yes (X) | $0 | $362,908 | $102,621 | Yes (X) |
| Earl S Enzer | |||||||
| Board Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| George Leis | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Harvey Bookstein | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ira N Unterman | |||||||
| Chief Financial Officer | 15.00 | 25.00 | Yes (X) | $0 | $148,632 | $68,134 | Yes (X) |
| Irving Zakheim | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ivan Axelrod | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Golisch | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joy Picus | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenia Lopez Student Rep | |||||||
| Director | 1.00 | 21.00 | Yes (X) | $0 | $11,173 | $0 | |
| Leslie Cutler | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Lainer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marla Clemow | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Milton Valera | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Jennings | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Philip Mundy Jr | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Philip S Magaram | |||||||
| Immediate Past Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Ralph Courtney III | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert D Gunsalus | |||||||
| Foundation President | 10.00 | 30.00 | Yes (X) | $0 | $232,550 | $86,089 | Yes (X) |
| Robert Myman | |||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert Taylor | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ronald Myhan | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Harris | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sanford Paris | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sevag Alexanian Student Rep | |||||||
| Director | 1.00 | 39.00 | Yes (X) | $0 | $21,784 | $0 | |
| Susana Ziarati | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| William Griffeth | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Yi Li | |||||||
| Director | 1.00 | 39.00 | Yes (X) | $0 | $286,700 | $90,162 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,375,851 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $469,663 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 2600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $582,744 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $185,158 | MembershipDuesAmt |
| Fundraising | $1,122,825 | FundraisingAmt |
| All Other Contributions | $15,641,041 | AllOtherContributionsAmt |
| Noncash Contributions | $1,220,930 | NoncashContributionsAmt |
| Total Contributions | $16,949,024 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $377,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $377,047 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $377,047 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,651,159 | TotalRevenueColumnAmt |
| Exclusion | $2,651,159 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,703 | TotalRevenueColumnAmt |
| Exclusion | $74,703 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,535,017 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,845,741 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $689,276 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $689,276 | TotalRevenueColumnAmt |
| Exclusion | $689,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $399,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,122,825 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $972,099 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$572,859 | TotalRevenueColumnAmt |
| Exclusion | -$572,859 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net fee income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$1,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,040 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,040 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,167,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $376,007 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,842,279 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,475,830 | TotalAmt |
| Program Services | $3,475,830 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,887 | TotalAmt |
| Program Services | $80,887 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,198,277 | TotalAmt |
| Program Services | $2,139,205 | ProgramServicesAmt |
| Management And General | $59,072 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,117 | TotalAmt |
| Program Services | $475,489 | ProgramServicesAmt |
| Management And General | $63,628 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,459 | TotalAmt |
| Program Services | $3,459 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,366 | TotalAmt |
| Management And General | $36,366 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,744 | TotalAmt |
| Program Services | $582,744 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,551 | TotalAmt |
| Program Services | $917,830 | ProgramServicesAmt |
| Management And General | $72,721 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,902 | TotalAmt |
| Program Services | $661,902 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,824 | TotalAmt |
| Program Services | $360,375 | ProgramServicesAmt |
| Management And General | $22,449 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,279 | TotalAmt |
| Program Services | $29,784 | ProgramServicesAmt |
| Management And General | $22,495 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,831 | TotalAmt |
| Program Services | $90,831 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,209 | TotalAmt |
| Program Services | $216,714 | ProgramServicesAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,501 | TotalAmt |
| Program Services | $37,501 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,221 | TotalAmt |
| Program Services | $955 | ProgramServicesAmt |
| Management And General | $11,266 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| equipment costs | $1,282,649 | $1,279,360 | $3,289 |
| Program costs | $1,101,773 | $1,101,773 | |
| hospitality | $388,747 | $368,515 | $20,232 |
| contributed goods exp. | $376,618 | $376,618 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,659 | TotalAmt |
| Program Services | $389,989 | ProgramServicesAmt |
| Management And General | $77,670 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,979,444 | TotalAmt |
| Program Services | $12,589,761 | ProgramServicesAmt |
| Management And General | $389,683 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,422 | BOYAmt |
| EOY | $401,877 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,973,019 | BOYAmt |
| EOY | $1,450,440 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,650,284 | BOYAmt |
| EOY | $11,907,100 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,482 | BOYAmt |
| EOY | $210,480 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,465 | BOYAmt |
| EOY | $136,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $828,979 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $828,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,251,227 | BOYAmt |
| EOY | $123,938,001 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,145,677 | BOYAmt |
| EOY | $21,092,655 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,435,137 | BOYAmt |
| EOY | $4,321,211 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,729,713 | BOYAmt |
| EOY | $163,457,943 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,785 | BOYAmt |
| EOY | $231,940 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,269 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,054 | BOYAmt |
| EOY | $231,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,350,326 | BOYAmt |
| EOY | $26,237,635 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,394,193 | BOYAmt |
| EOY | $72,958,638 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,753,140 | BOYAmt |
| EOY | $64,029,730 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,497,659 | BOYAmt |
| EOY | $163,226,003 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,729,713 | BOYAmt |
| EOY | $163,457,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,187,866 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,540,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $10,693,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,469,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,482,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,814,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,949,024 | CurrentTaxYearAmt |
| Total | $69,408,327 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,693,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,469,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,482,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,814,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,949,024 | CurrentTaxYearAmt |
| Total | $69,408,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,234,256 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,174,071 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,431,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,478,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,369,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,768,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,725,862 | CurrentTaxYearAmt |
| Total | $12,772,818 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,476 | CurrentTaxYearMinus1YearAmt |
| Total | $388,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,569,967 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,971,790 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $411,137 | RevenuesIncludedAmt |
| Assets Included | $3,211,398 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,843,693 | BeginningYearBalanceAmt |
| Contributions | $8,276,590 | ContributionsAmt |
| Investment Earnings Or Losses | $8,557,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,569,797 | OtherExpendituresAmt |
| End Year Balance | $99,108,025 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,851,806 | BeginningYearBalanceAmt |
| Contributions | $4,896,604 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,393,187 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,511,530 | OtherExpendituresAmt |
| End Year Balance | $85,843,693 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,835,162 | BeginningYearBalanceAmt |
| Contributions | $2,775,049 | ContributionsAmt |
| Investment Earnings Or Losses | -$569,394 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,189,011 | OtherExpendituresAmt |
| End Year Balance | $85,851,806 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,079,491 | BeginningYearBalanceAmt |
| Contributions | $5,709,163 | ContributionsAmt |
| Investment Earnings Or Losses | $8,717,527 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $77,506,181 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,596,067 | BeginningYearBalanceAmt |
| Contributions | $5,083,644 | ContributionsAmt |
| Investment Earnings Or Losses | $6,468,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,030,952 | OtherExpendituresAmt |
| End Year Balance | $63,117,024 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $828,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $828,979 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $21,092,655 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,092,655 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,108,109 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,540,478 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,966 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $972,099 | OtherRevenueAmt |
| Revenue Not Reported | $13,523,543 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,584,566 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $582,744 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $582,744 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,167,310 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,379,765 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,966 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $972,099 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $983,065 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,396,700 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $582,744 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $582,744 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,979,444 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The collections, which were acquired through contributions since the Foundation's inception, are recognized as assets on the statement of financial position within other assets. The Foundation's collections are made up of art and artifacts that are held for educational, research, scientific, and curatorial purposes. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. During the year ended June 30, 2017, the Foundation received art which was appraised at $411,137. |
| Part III, Line 4: | The Foundation's collections are made up of art and artifacts that are held for educational, research, scientific, and curatorial purposes, furthering the purposes and objectives of the University. |
| Part V, Line 4: | ENDOWMENTS ARE USED FOR SCHOLARSHIPS AND ACADEMIC AND UNIVERSITY SUPPORT AS SPECIFIED BY THE DONORS. |
| Part X, Line 2: | The Foundation is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the Revenue Taxation Code of California. Accordingly, no provision for income taxes is included in the accompanying financial statements. The Foundation has no unrecognized tax benefits at June 30, 2017. The Foundation's Federal income tax returns for fiscal years 2016, 2015, and 2014 remain open. The Foundation's state income tax returns for fiscal years 2016, 2015, 2014, and 2013 remain open. Management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. If applicable, the Foundation recognizes interest and penalties associated with tax matters as part of income tax expense and includes accrued interest and penalties with the related tax liability in the statement of financial position. |
| Part XI, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 972,099. |
| Part XII, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 972,099. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Nazarian Gala | Event1Nm |
| Gross Receipts Event1 | $893,213 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $714,413 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $178,800 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,900 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $221,411 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $181,568 | OtherDirectExpensesEvent1Amt |
| Event2 | CMT Golf Classic | Event2Nm |
| Gross Receipts Event2 | $149,696 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $86,350 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $63,346 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $26,741 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $9,851 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $35,454 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $479,156 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $322,062 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $157,094 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $10,714 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $17,023 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $198,608 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $259,829 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,522,065 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,122,825 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $399,240 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $37,455 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,923 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $429,870 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $476,851 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $972,099 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$572,859 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF STREET | AddressLine1Txt |
| City | NORTHRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 954358677 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,470,830 | CashGrantAmt |
| Purpose Of Grant | STUDENT SCHOLARSHIPS & STIPENDS, CAPITAL PROJECTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 73 | RecipientCnt |
| Cash Grant | $80,887 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTS PAID TO CALIFORNIA STATE UNIVERSITY, NORTHRIDGE ("THE UNIVERSITY") AND TO INDIVIDUALS ARE SCHOLARSHIPS FOR STUDENTS. THE SCHOLARSHIPS ARE AWARDED ON A COMPETITIVE BASIS AND, IN MOST CASES, DO NOT NEED TO BE REPAID. THE SCHOLARSHIPS CAN BE BASED UPON ACADEMIC ACHIEVEMENT, TALENT, NEED, OR OTHER DONOR INTERESTS, SUCH AS A STUDENT'S MAJOR AND GOALS. THE FINANCIAL AID DEPARTMENT OF THE UNIVERSITY MAINTAINS RECORDS ON ELIGIBILITY OF SCHOLARSHIPS. SCHOLARSHIPS PAID TO STUDENTS DIRECTLY BY THE FOUNDATION ARE COORDINATED WITH THE UNIVERSITY AND REPORTED TO THE FINANCIAL AID DEPARTMENT. | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Colin Donahue | ||||||||||||||
| Director | $0 | $231,281 | $0 | $0 | $0 | $138 | $0 | $58,799 | $0 | $26,159 | $0 | $316,377 | $0 | $0 |
| Dianne F Harrison | ||||||||||||||
| University President | $0 | $347,860 | $0 | $0 | $0 | $15,048 | $0 | $81,129 | $0 | $21,492 | $0 | $465,529 | $0 | $0 |
| Ira N Unterman | ||||||||||||||
| Chief Financial Officer | $0 | $148,494 | $0 | $0 | $0 | $138 | $0 | $35,844 | $0 | $32,290 | $0 | $216,766 | $0 | $0 |
| Robert D Gunsalus | ||||||||||||||
| Foundation President | $0 | $232,412 | $0 | $0 | $0 | $138 | $0 | $58,799 | $0 | $27,290 | $0 | $318,639 | $0 | $0 |
| Yi Li | ||||||||||||||
| Director | $0 | $286,442 | $0 | $0 | $0 | $258 | $0 | $69,032 | $0 | $21,130 | $0 | $376,862 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF THE FACULTY AND STAFF ARE DETERMINED BY POLICIES AND PROCEDURES APPROVED BY THE TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY AND IMPLEMENTED AT THE CAMPUS UNDER THE DIRECTION OF THE PRESIDENT OF THE UNIVERSITY, WHO IS A MEMBER OF THE BOARD. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY. | ExplanationTxt |
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 | $411,137 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $32,459 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 67 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,576 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $389,233 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS OTHER NON-CASH DONATIONS | Desc |
| Contribution | 336 | ContributionCnt |
| Noncash Contributions Rpt F990 | $317,525 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | non-cash donations are listed by the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed by the Chief Financial Officer and the members of the Audit Committee. The tax return is also distributed in its entirety to the members of the Board of Directors for review prior to submission. |
| Form 990, Part VI, Section B, line 12c | The Audit Committee is responsible for the review of the annual conflict of interest statements. In this capacity, any conflict would be investigated, discussed, and reviewed for referral to the Executive Committee. Any member of the board with a conflict is expected to recuse themselves from any decisions in which the conflict is apparent. Conflicts are also monitored and disclosed at the Committee level as necessary. |
| Form 990, Part VI, Section C, line 19 | The Foundation maintains a website at which individuals can access copies of pertinent documents related to the operation of the Foundation, including financial statements, audit reports, and tax returns. |
| Form 990, Part XII, Line 2c: | The organization's processes for oversight of the audit of its financial statements and selection of an independent accountant have not changed from the previous year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 954358677 | ACCREDITED PUBLIC UNIVERSITY | CA | 501(c)(3) | Line 6 | N/A | 0 |
| NORTH CAMPUS - UNIVERSITY PARK DEVELOPMENT CORPORATION | ||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 954115921 | RENTAL INCOME AND LICENSING FEES FROM NORTH CAMPUS FACILITIES | CA | 501(c)(3) | Line 12c, III-FI | N/A | 0 |
| ASSOCIATED STUDENTS INC | ||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 951992734 | CREATE AND ENHANCE A SPIRITED LEARNING-FOCUSED CAMPUS ENVIRONMENT | CA | 501(c)(3) | Line 12c, III-FI | N/A | 0 |
| UNIVERSITY STUDENT UNION | ||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 237321859 | EXPANDS THE COLLEGE EXPERIENCE THROUGH VARIOUS PROGRAMS AND SERVICES | CA | 501(c)(3) | Line 12c, III-FI | N/A | 0 |
| THE UNIVERSITY CORPORATION | ||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 951992732 | SUPPORTING ORGANIZATION FOR CSU NORTHRIDGE | CA | 501(c)(3) | Line 12c, III-FI | N/A | 0 |
| 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |